13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001315926
申報總市值
US$1.1億
US$1.1億
118 檔
18.3%
Q1 2026 季度申報顯示，Watershed Asset Management, L.L.C. 揭露的美股組合總市值為 US$1.1億，涵蓋 118 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Watershed Asset Management, L.L.C. 的板塊替換策略：機構本季推動了 70 筆增持與 71 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 VEU, V, EWW）占據了總市值的 18.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
MCO
市值: US$305.4萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$449.8萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.89% | -1.16% | — | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 4.40% | +0.39% | -9.35% | |
| 3 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 4.17% | -0.57% | — | |
| 4 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.57% | +0.53% | +29.63% | |
| 5 | MCO | Moody's CORP | 股票-金融 | 3.16% | +0.59% | — | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.15% | +0.86% | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.02% | +0.20% | +47.58% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 3.01% | -0.58% | +411.43% | |
| 9 | TER | Teradyne Inc | 股票-科技 | 2.73% | -0.85% | — | |
| 10 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.71% | -2.71% | EXIT | |
| 11 | INDA | Ishares Msci India ETF | ETF-其他 | 2.43% | -0.22% | — | |
| 12 | KLAC | Kla CORP | 股票-科技 | 2.38% | -0.38% | — | |
| 13 | INTC | Intel CORP | 股票-科技 | 2.09% | -2.09% | EXIT | |
| 14 | TAN | Invesco Solar ETF | ETF-其他 | 2.08% | +0.78% | — | |
| 15 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 2.06% | -2.06% | EXIT | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -1.97% | EXIT | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.85% | -1.85% | EXIT | |
| 18 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.60% | -1.60% | EXIT | |
| 19 | WRBY | Warby Parker Inc-class A | 股票-其他 | 1.54% | +0.37% | +60.23% | |
| 20 | GTLB | Gitlab Inc-cl A | 股票-科技 | 1.44% | -1.44% | EXIT | |
| 21 | MAN | Manpowergroup Inc | 股票-工業 | 0.53% | -0.07% | — | |
| 22 | KFY | Korn Ferry | 股票-工業 | 0.53% | -0.09% | +30.73% | |
| 23 | IIIN | Insteel Industries Inc | 股票-其他 | 0.52% | -0.52% | EXIT | |
| 24 | DELL | Dell Technologies -c | 股票-科技 | 0.52% | -0.52% | EXIT | |
| 25 | R | Ryder System Inc | 股票-工業 | 0.51% | -0.04% | — | |
| 26 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.50% | -0.02% | -11.47% | |
| 27 | ZM | Zoom Communications Inc | 股票-科技 | 0.50% | -0.02% | +15.93% | |
| 28 | T | At&t Inc | 股票-通訊服務 | 0.49% | -0.49% | EXIT | |
| 29 | INVA | Innoviva Inc | 股票-其他 | 0.49% | -0.08% | -11.92% | |
| 30 | HUM | Humana Inc | 股票-醫療保健 | 0.49% | -0.49% | EXIT | |
| 31 | SKYW | Skywest Inc | 股票-工業 | 0.49% | — | +17.80% | |
| 32 | EBF | Ennis Inc | 股票-其他 | 0.49% | -0.01% | — | |
| 33 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.49% | -0.49% | EXIT | |
| 34 | INGM | Ingram Micro Holding CORP | 股票-其他 | 0.49% | -0.03% | — | |
| 35 | TILE | Interface Inc | 股票-其他 | 0.49% | -0.02% | +18.57% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.48% | -0.07% | -14.77% | |
| 37 | GTM | Zoominfo Technologies Inc | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.48% | +0.03% | — | |
| 39 | ✓ | Pagaya Technologies LTD Cl | 股票-其他 | 0.48% | +0.06% | — | |
| 40 | PGC | Peapack Gladstone Finl CORP | 股票-其他 | 0.48% | -0.48% | EXIT | |
| 41 | NTAP | Netapp Inc | 股票-科技 | 0.48% | -0.01% | +10.22% | |
| 42 | DVA | Davita Inc | 股票-醫療保健 | 0.48% | +0.04% | — | |
| 43 | NWSA | News CORP - Class A | 股票-通訊服務 | 0.48% | -0.07% | — | |
| 44 | BYD | Boyd Gaming CORP | 股票-循環性消費 | 0.48% | -0.08% | +17.21% | |
| 45 | DIOD | Diodes Inc | 股票-其他 | 0.48% | -0.48% | EXIT | |
| 46 | BBT | Beacon Financial CORP | 股票-其他 | 0.47% | -0.03% | — | |
| 47 | WEX | Wex Inc | 股票-科技 | 0.47% | +0.04% | — | |
| 48 | AMKR | Amkor Technology Inc | 股票-科技 | 0.47% | +0.05% | -11.72% | |
| 49 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.47% | -0.10% | — | |
| 50 | IBEX | IBEX Limited | 股票-其他 | 0.47% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +2.6% | +411.43% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +47.58% | 加碼 |
| 3 | EWW | Ishares Msci Mexico ETF | +0.7% | — | 不變 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | — | 不變 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.7% | +29.63% | 加碼 |
| 6 | WRBY | Warby Parker Inc-class A | +0.6% | +60.23% | 加碼 |
| 7 | LITE | Lumentum Holdings Inc | +0.2% | -45.00% | 減碼 |
| 8 | KFY | Korn Ferry | +0.2% | +30.73% | 加碼 |
| 9 | IIIN | Insteel Industries Inc | +0.1% | +10.29% | 加碼 |
| 10 | T | At&t Inc | +0.1% | — | 不變 |
| 11 | BYD | Boyd Gaming CORP | +0.1% | +17.21% | 加碼 |
| 12 | DELL | Dell Technologies -c | +0.1% | -14.51% | 減碼 |
| 13 | NFG | National Fuel Gas Co | +0.1% | — | 不變 |
| 14 | BBT | Beacon Financial CORP | +0.1% | — | 不變 |
| 15 | DIOD | Diodes Inc | +0.1% | -21.45% | 減碼 |
| 16 | CNOB | Connectone Bancorp Inc | +0.1% | +8.37% | 加碼 |
| 17 | CRUS | Cirrus Logic Inc | +0.1% | -11.47% | 減碼 |
| 18 | ZM | Zoom Communications Inc | +0.1% | +15.93% | 加碼 |
| 19 | PB | Prosperity Bancshares Inc | +0.1% | +11.36% | 加碼 |
| 20 | SKYW | Skywest Inc | +0.1% | +17.80% | 加碼 |
| 21 | R | Ryder System Inc | +0.1% | — | 不變 |
| 22 | BUSE | First Busey CORP | +0.1% | — | 不變 |
| 23 | TILE | Interface Inc | +0.1% | +18.57% | 加碼 |
| 24 | POR | Portland General Electric Co | +0.1% | — | 不變 |
| 25 | FLEX | Flex Ltd. | +0.1% | -0.27% | 減碼 |
| 26 | NTAP | Netapp Inc | +0.1% | +10.22% | 加碼 |
| 27 | MTCH | Match Group Inc | +0.1% | +10.64% | 加碼 |
| 28 | VZ | Verizon Communications Inc | +0.1% | -14.77% | 減碼 |
| 29 | HPQ | Hp Inc | +0.1% | +21.18% | 加碼 |
| 30 | WSBC | Wesbanco Inc | +0.1% | — | 不變 |
| 31 | CFFN | Capitol Federal Financial In | +0.1% | -0.76% | 減碼 |
| 32 | PLXS | Plexus CORP | +0.1% | -24.99% | 減碼 |
| 33 | CTSH | Cognizant Tech Solutions-a | +0.1% | +39.17% | 加碼 |
| 34 | INVA | Innoviva Inc | +0.1% | -11.92% | 減碼 |
| 35 | JBL | Jabil Inc | +0.1% | -11.64% | 減碼 |
| 36 | RNST | Renasant CORP | +0.1% | — | 不變 |
| 37 | KRNY | Kearny Financial Corp/md | +0.1% | — | 不變 |
| 38 | PYPL | Paypal Holdings Inc | +0.1% | +31.44% | 加碼 |
| 39 | CPAY | Corpay Inc | +0.1% | +5.22% | 加碼 |
| 40 | COLL | Collegium Pharmaceutical Inc | +0.1% | +41.10% | 加碼 |
| 41 | AMKR | Amkor Technology Inc | +0.1% | -11.72% | 減碼 |
| 42 | SNX | TD Synnex CORP | +0.1% | -10.36% | 減碼 |
| 43 | AKAM | Akamai Technologies Inc | +0.1% | -24.45% | 減碼 |
| 44 | CDW | Cdw Corp/de | +0.1% | +12.41% | 加碼 |
| 45 | AVT | Avnet Inc | 0% | -23.96% | 減碼 |
| 46 | DBD | Diebold Nixdorf Inc | 0% | -12.23% | 減碼 |
| 47 | HOPE | Hope Bancorp Inc | 0% | — | 不變 |
| 48 | JBSS | John B. Sanfilippo & Son Inc | 0% | -12.26% | 減碼 |
| 49 | VLY | Valley National Bancorp | 0% | -3.71% | 減碼 |
| 50 | BANC | Banc Of California Inc | 0% | +10.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Watershed Asset Management, L.L.C. 在 Q1 2026 季度的美股持倉總市值約為 US$1.1億，共申報了 118 個公開持股部位。
在 Q1 2026 季度，Watershed Asset Management, L.L.C. 按市值排列的前三大核心持股分別為：VEU (5.9%)、V (4.4%)、EWW (4.2%)。其中最大持股部位 VEU 佔據整體投資組合約 5.9% 的權重。
在 Q1 2026 季度中，Watershed Asset Management, L.L.C. 共進行了 141 項持倉異動，包含新建倉 39 個部位、加碼 31 個部位、減碼 32 個部位以及清倉 39 個部位。 其中最大新建倉標的為 MCO。 本季清倉部位包含 MSFT。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。