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: 0002064588
申報總市值
US$1.9億
US$1.9億
91 檔
35.3%
Q2 2026 季度申報顯示，Wincap Financial LLC 揭露的美股組合總市值為 US$1.9億，涵蓋 91 個不同之權益投資部位。
在 Q2 2026，Wincap Financial LLC 操作展現出積極擴展與加碼意向。本季共新建倉 11 個新部位，並對 60 個既有持股進行加碼（合計增持 71 檔），相較減碼與清倉部位顯著佔優。
整體而言，Wincap Financial LLC 的前 5 大持股（包含 EMEQ, GSST, BLV）貢獻了組合市值的 35.3%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | EMEQ | Nomura Focused Emerging Mark | ETF-新興市場 | 12.25% | -3.06% | +3.08% | |
| 2 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 7.87% | +2.01% | +3.94% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 7.21% | -1.83% | +6.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.00% | +0.79% | +6.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.96% | +0.24% | -1.94% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.96% | -0.25% | +3.56% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.32% | +1.16% | +14.72% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.04% | +0.18% | +6.20% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.98% | +0.28% | +1.02% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 2.68% | -0.68% | +1.35% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.62% | -0.10% | +26.20% | |
| 12 | JBL | Jabil Inc | 股票-科技 | 2.12% | -0.74% | +0.10% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.56% | -0.12% | +1.96% | |
| 14 | GEV | GE Vernova Inc | 股票-工業 | 1.40% | -0.20% | +31.59% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.39% | — | +7.38% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | +0.65% | -6.65% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | -0.06% | -2.69% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.02% | -0.78% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.26% | -0.49% | +1073.22% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.19% | +0.40% | +9.49% | |
| 21 | ERO | Ero Copper CORP | 股票-其他 | 1.17% | +0.57% | +6.21% | |
| 22 | TWLO | Twilio Inc - A | 股票-科技 | 1.13% | +0.32% | +0.86% | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.10% | -0.25% | -6.09% | |
| 24 | SYF | Synchrony Financial | 股票-金融 | 1.06% | +0.02% | +2.51% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | +0.07% | +3.92% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | +0.21% | +5.01% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.00% | +0.12% | -4.49% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.98% | -0.15% | +5.76% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | +0.03% | +2.31% | |
| 30 | ATKR | Atkore Inc | 股票-其他 | 0.82% | +0.11% | +13.33% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.77% | -0.10% | +47.05% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 0.77% | +0.02% | -1.26% | |
| 33 | MAS | Masco CORP | 股票-工業 | 0.76% | -0.16% | +7.72% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.75% | +0.06% | +5.76% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | +0.03% | +7.28% | |
| 36 | OZK | Bank Ozk | 股票-金融 | 0.73% | -0.10% | +8.72% | |
| 37 | T | At&t Inc | 股票-通訊服務 | 0.72% | +0.15% | +13.25% | |
| 38 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.70% | -0.08% | +8.44% | |
| 39 | OKTA | Okta Inc | 股票-科技 | 0.68% | +0.34% | — | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.14% | +4.59% | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.60% | +0.22% | +9.39% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | +0.01% | +6.71% | |
| 43 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.59% | +0.17% | +8.28% | |
| 44 | EPR | Epr Properties | 股票-房地產 | 0.57% | -0.01% | +8.56% | |
| 45 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.57% | -0.03% | +4.55% | |
| 46 | CART | Maplebear Inc | 股票-循環性消費 | 0.56% | -0.07% | +1.85% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.03% | +4.85% | |
| 48 | RMBS | Rambus Inc | 股票-科技 | 0.51% | +0.10% | +7.69% | |
| 49 | ES | Eversource Energy | 股票-公用事業 | 0.51% | -0.06% | — | |
| 50 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.48% | -0.03% | +7.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EMEQ | Nomura Focused Emerging Mark | +3.2% | +3.08% | 加碼 |
| 2 | LRCX | Lam Research CORP | +1.1% | +1.35% | 加碼 |
| 3 | OKTA | Okta Inc | +0.7% | NEW | 新建倉 |
| 4 | KLAC | Kla CORP | +0.6% | +1073.22% | 加碼 |
| 5 | GEV | GE Vernova Inc | +0.4% | +31.59% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -4.49% | 減碼 |
| 7 | TJX | Tjx Companies Inc | +0.4% | NEW | 新建倉 |
| 8 | CAT | Caterpillar Inc | +0.3% | +47.05% | 加碼 |
| 9 | JBL | Jabil Inc | +0.3% | +0.10% | 加碼 |
| 10 | TWLO | Twilio Inc - A | +0.3% | +0.86% | 加碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +87.54% | 加碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | 新建倉 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.20% | 加碼 |
| 14 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 15 | IYW | Ishares Ustechnology ETF | +0.2% | NEW | 新建倉 |
| 16 | C | Citigroup Inc | +0.2% | NEW | 新建倉 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新建倉 |
| 18 | ATKR | Atkore Inc | +0.1% | +13.33% | 加碼 |
| 19 | RMBS | Rambus Inc | +0.1% | +7.69% | 加碼 |
| 20 | MAS | Masco CORP | +0.1% | +7.72% | 加碼 |
| 21 | FDS | Factset Research Systems Inc | +0.1% | NEW | 新建倉 |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建倉 |
| 23 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建倉 |
| 24 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建倉 |
| 25 | QCOM | Qualcomm Inc | +0.1% | +4.85% | 加碼 |
| 26 | AMZN | Amazon.com Inc | +0.1% | +33.88% | 加碼 |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.56% | 加碼 |
| 28 | MINT | Pimco Enhanced Short Maturit | +0.1% | +26.20% | 加碼 |
| 29 | STLD | Steel Dynamics Inc | +0.1% | +40.02% | 加碼 |
| 30 | TOL | Toll Brothers Inc | 0% | +8.44% | 加碼 |
| 31 | CVS | Cvs Health CORP | 0% | +11.14% | 加碼 |
| 32 | AVGO | Broadcom Inc | 0% | +3.92% | 加碼 |
| 33 | VRT | Vertiv Holdings Co-a | 0% | -6.09% | 減碼 |
| 34 | CART | Maplebear Inc | 0% | +1.85% | 加碼 |
| 35 | BWA | Borgwarner Inc | 0% | +4.55% | 加碼 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | -3.42% | 減碼 |
| 37 | ABBV | Abbvie Inc | 0% | +7.38% | 加碼 |
| 38 | OZK | Bank Ozk | 0% | +8.72% | 加碼 |
| 39 | EPR | Epr Properties | 0% | +8.56% | 加碼 |
| 40 | BAC | Bank Of America CORP | 0% | +16.06% | 加碼 |
| 41 | HTAX | Nomura National High-yield M | 0% | +26.78% | 加碼 |
| 42 | GE | General Electric | 0% | -0.81% | 減碼 |
| 43 | IBIT | Ishares Bitcoin Trust ETF | — | +41.46% | 加碼 |
| 44 | IBM | Intl Business Machines CORP | 0% | +4.59% | 加碼 |
| 45 | VO | Vanguard Mid-cap ETF | 0% | +300.00% | 加碼 |
| 46 | TPR | Tapestry Inc | 0% | +6.50% | 加碼 |
| 47 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.21% | 減碼 |
| 48 | WY51 | Creative Media & Community T | 0% | EXIT | 清倉 |
| 49 | GS | Goldman Sachs Group Inc | 0% | +1.96% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -6.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wincap Financial LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 91 個公開持股部位。
在 Q2 2026 季度，Wincap Financial LLC 按市值排列的前三大核心持股分別為：EMEQ (12.3%)、GSST (7.9%)、BLV (7.2%)。其中最大持股部位 EMEQ 佔據整體投資組合約 12.3% 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
OKTA
市值: US$125.7萬
本季最大獲利了結 / 清倉標的
BLDR
前期市值: US$105.0萬
在 Q2 2026 季度中，Wincap Financial LLC 共進行了 94 項持倉異動，包含新建倉 11 個部位、加碼 60 個部位、減碼 16 個部位以及清倉 7 個部位。 其中最大新建倉標的為 OKTA。 本季清倉部位包含 BLDR。
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。