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: 0001914472
申報總市值
US$3.6億
US$3.6億
43 檔
27.5%
在 Q1 2026 申報期間，Wilson Asset Management（CIK: 0001914472）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.6億，共持有 43 個公開申報部位。
Wilson Asset Management 於 Q1 2026 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 21 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Wilson Asset Management 的前 5 大核心持股（包含 AMZN, ICE, TMO 等）合計佔整體申報市值的 27.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.29% | +1.59% | +191.26% | |
| 2 | ICE | Intercontinental Exchange In | 股票-金融 | 5.40% | -1.29% | -2.37% | |
| 3 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 5.28% | -0.04% | +14.31% | |
| 4 | TRU | Transunion | 股票-金融 | 5.25% | +0.07% | +16.87% | |
| 5 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 5.06% | -0.85% | +2.74% | |
| 6 | MRVL | Marvell Technology Inc | 股票-科技 | 4.91% | -4.91% | EXIT | |
| 7 | INTU | Intuit Inc | 股票-科技 | 4.70% | -2.45% | -4.65% | |
| 8 | MSCI | Msci Inc | 股票-金融 | 4.48% | -0.94% | -15.47% | |
| 9 | PWR | Quanta Services Inc | 股票-工業 | 3.86% | -1.50% | -54.88% | |
| 10 | AMRZ | Amrize Ltd | 股票-原物料 | 3.84% | +2.80% | -1.88% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.75% | +0.48% | -21.90% | |
| 12 | SNPS | Synopsys Inc | 股票-科技 | 3.70% | +1.26% | +8.45% | |
| 13 | RBA | Rb Global Inc | 股票-工業 | 3.58% | -0.11% | -5.13% | |
| 14 | PCOR | Procore Technologies Inc | 股票-科技 | 3.32% | -0.90% | +106.45% | |
| 15 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 3.28% | +0.32% | — | |
| 16 | MASI* | Masimo CORP | 股票-其他 | 3.21% | -3.21% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.96% | +0.58% | -69.95% | |
| 18 | DY | Dycom Industries Inc | 股票-工業 | 2.16% | +3.61% | +651.23% | |
| 19 | FERG | Ferguson Enterprises Inc | 股票-工業 | 2.12% | +1.25% | — | |
| 20 | Q | Qnity Electronics Inc | 股票-科技 | 1.99% | -0.33% | — | |
| 21 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.93% | -0.46% | -14.22% | |
| 22 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 1.84% | -0.44% | — | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 1.53% | -1.53% | EXIT | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -1.49% | EXIT | |
| 25 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 1.41% | +0.65% | +13.56% | |
| 26 | ET | Energy Transfer LP | 股票-能源 | 1.37% | -1.37% | EXIT | |
| 27 | GENI | Genius Sports Limited | 股票-其他 | 1.31% | -0.55% | +23.14% | |
| 28 | FROG | JFrog Ltd. | 股票-科技 | 1.30% | -0.61% | +63.02% | |
| 29 | BRO | Brown & Brown Inc | 股票-金融 | 1.00% | -1.00% | EXIT | |
| 30 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.94% | -0.19% | +47.24% | |
| 31 | PEGA | Pegasystems Inc | 股票-科技 | 0.81% | -0.81% | EXIT | |
| 32 | SAIA | Saia Inc | 股票-工業 | 0.71% | +0.81% | +72.08% | |
| 33 | SKY | Champion Homes Inc | 股票-循環性消費 | 0.62% | +0.19% | +345.96% | |
| 34 | LIF | Life360 Inc | 股票-其他 | 0.58% | -0.58% | EXIT | |
| 35 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 0.57% | -0.57% | EXIT | |
| 36 | PLOW | Douglas Dynamics Inc | 股票-其他 | 0.45% | +0.39% | +90.00% | |
| 37 | IMAX | Imax CORP | 股票-其他 | 0.43% | +0.83% | — | |
| 38 | MBUU | Malibu Boats Inc - A | 股票-其他 | 0.42% | -0.42% | EXIT | |
| 39 | GAP | Gap Inc/the | 股票-循環性消費 | 0.37% | -0.37% | EXIT | |
| 40 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.24% | -0.24% | EXIT | |
| 41 | SHAK | Shake Shack Inc - Class A | 股票-循環性消費 | 0.21% | -0.21% | EXIT | |
| 42 | AMPL | Amplitude Inc-class A | 股票-其他 | 0.19% | -0.19% | EXIT | |
| 43 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 0.15% | -0.15% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +4.8% | +191.26% | 加碼 |
| 2 | MRVL | Marvell Technology Inc | +2% | +30.44% | 加碼 |
| 3 | DY | Dycom Industries Inc | +1.9% | +651.23% | 加碼 |
| 4 | MASI* | Masimo CORP | +1.9% | +62.24% | 加碼 |
| 5 | PCOR | Procore Technologies Inc | +1.5% | +106.45% | 加碼 |
| 6 | TW | Tradeweb Markets Inc-class A | +1% | +2.74% | 加碼 |
| 7 | SKY | Champion Homes Inc | +0.5% | +345.96% | 加碼 |
| 8 | ET | Energy Transfer LP | +0.4% | +13.80% | 加碼 |
| 9 | AMRZ | Amrize Ltd | +0.4% | -1.88% | 減碼 |
| 10 | SAIA | Saia Inc | +0.4% | +72.08% | 加碼 |
| 11 | SITE | Siteone Landscape Supply Inc | +0.4% | +13.56% | 加碼 |
| 12 | FROG | JFrog Ltd. | +0.3% | +63.02% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.3% | +14.31% | 加碼 |
| 14 | LPX | Louisiana-pacific CORP | +0.3% | +47.24% | 加碼 |
| 15 | PLOW | Douglas Dynamics Inc | +0.3% | +90.00% | 加碼 |
| 16 | FTNT | Fortinet Inc | +0.2% | +4.38% | 加碼 |
| 17 | ICE | Intercontinental Exchange In | +0.2% | -2.37% | 減碼 |
| 18 | TRU | Transunion | +0.2% | +16.87% | 加碼 |
| 19 | EW | Edwards Lifesciences CORP | +0.1% | — | 不變 |
| 20 | MBUU | Malibu Boats Inc - A | +0.1% | +21.29% | 加碼 |
| 21 | SNPS | Synopsys Inc | 0% | +8.45% | 加碼 |
| 22 | MKTX | Marketaxess Holdings Inc | — | — | 不變 |
| 23 | MSFT | Microsoft CORP | -0.1% | +14.78% | 加碼 |
| 24 | RBA | Rb Global Inc | -0.1% | -5.13% | 減碼 |
| 25 | AMPL | Amplitude Inc-class A | -0.1% | — | 不變 |
| 26 | BRO | Brown & Brown Inc | -0.1% | — | 不變 |
| 27 | SHAK | Shake Shack Inc - Class A | -0.2% | -52.78% | 減碼 |
| 28 | PEGA | Pegasystems Inc | -0.2% | +3.70% | 加碼 |
| 29 | LIF | Life360 Inc | -0.2% | — | 不變 |
| 30 | BABA | Alibaba Group Holding-sp Adr | -0.5% | -14.22% | 減碼 |
| 31 | MSCI | Msci Inc | -0.7% | -15.47% | 減碼 |
| 32 | GENI | Genius Sports Limited | -1.1% | +23.14% | 加碼 |
| 33 | V | Visa Inc-class A Shares | -1.3% | -21.90% | 減碼 |
| 34 | ZETA | Zeta Global Holdings Corp-a | -1.7% | -91.06% | 減碼 |
| 35 | PWR | Quanta Services Inc | -2.1% | -54.88% | 減碼 |
| 36 | INTU | Intuit Inc | -2.2% | -4.65% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | -6.8% | -69.95% | 減碼 |
| 38 | CME | Cme Group Inc | — | EXIT | 清倉 |
| 39 | FERG | Ferguson Enterprises Inc | — | NEW | 新建倉 |
| 40 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 41 | SHW | Sherwin-williams Co/the | — | EXIT | 清倉 |
| 42 | XYZ | Block Inc | — | EXIT | 清倉 |
| 43 | ODFL | Old Dominion Freight Line | — | EXIT | 清倉 |
| 44 | ENTG | Entegris Inc | — | EXIT | 清倉 |
| 45 | FND | Floor & Decor Holdings Inc-a | — | NEW | 新建倉 |
| 46 | IMAX | Imax CORP | — | NEW | 新建倉 |
| 47 | GAP | Gap Inc/the | — | NEW | 新建倉 |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wilson Asset Management 在 Q1 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 43 個公開持股部位。
在 Q1 2026 季度，Wilson Asset Management 按市值排列的前三大核心持股分別為：AMZN (7.3%)、ICE (5.4%)、TMO (5.3%)。其中最大持股部位 AMZN 佔據整體投資組合約 7.3% 的權重。
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。
本季最大新建倉標的
FERG
市值: US$749.5萬
本季最大獲利了結 / 清倉標的
CME
前期市值: US$854.7萬
在 Q1 2026 季度中，Wilson Asset Management 共進行了 43 項持倉異動，包含新建倉 6 個部位、加碼 21 個部位、減碼 11 個部位以及清倉 5 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 CME。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。