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: 0001279891
申報總市值
US$113.8億
US$113.8億
1409 檔
10.5%
根據最新整理的 13F 季度數據集，Wolverine Asset Management LLC 於 Q1 2026 結束時的管理資產規模為 US$113.8億。該機構在本季度申報了 1409 檔美股持倉，呈現出該時期的主要投資地圖。
Wolverine Asset Management LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 135 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 BABA 0.5 06-01-31, LITE, IREN）占據了總市值的 10.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1409 檔）
| # | 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 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 3.30% | -0.07% | — | |
| 2 | LITE | Lumentum Holdings Inc | 股票-科技 | 2.78% | -2.78% | EXIT | |
| 3 | IREN | IREN Limited | 股票-其他 | 1.93% | +0.12% | -39.25% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.90% | -0.80% | -8.68% | |
| 5 | MSTR | Strategy Inc | 股票-科技 | 1.58% | -0.53% | +15.45% | |
| 6 | BE 3 06-01-29債券 | Bloom Energy CORP | 債券 | 1.46% | +1.49% | +1.67% | |
| 7 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 1.43% | +0.19% | -29.93% | |
| 8 | BBIO 2.5 03-15-27債券 | Bridgebio Pharma Inc | 債券 | 1.42% | -0.22% | +79.65% | |
| 9 | MSTR 0.625 09-15-28債券 | Strategy Inc | 債券 | 1.40% | +0.22% | +6.01% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | -0.68% | -6.88% | |
| 11 | SMCI 3.5 03-01-29債券 | Super Micro Computer Inc | 債券 | 1.28% | -0.22% | +0.15% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.27% | -0.51% | +13.06% | |
| 13 | ASND 2.25 04-01-28債券 | Ascendis Pharma A/s | 債券 | 1.12% | -1.12% | EXIT | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.08% | -0.42% | +37.68% | |
| 15 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 1.07% | -0.11% | — | |
| 16 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | 債券 | 1.06% | +0.19% | — | |
| 17 | ALB 7.25 03-01-27債券 | Albemarle CORP | 債券 | 1.06% | -0.33% | +5.25% | |
| 18 | JD 0.25 06-01-29債券 | Jd.com Inc | 債券 | 1.05% | +0.04% | — | |
| 19 | BE | Bloom Energy Corp- A | 股票-工業 | 1.05% | +0.42% | -53.80% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 1.02% | -0.43% | +32.14% | |
| 21 | COIN 0.5 06-01-26債券 | Coinbase Global Inc | 債券 | 0.99% | -0.99% | EXIT | |
| 22 | NIO | Nio Inc - Adr | 股票-循環性消費 | 0.96% | -0.33% | -16.46% | |
| 23 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | 債券 | 0.95% | +0.21% | — | |
| 24 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.92% | -0.05% | +29.87% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.91% | -0.91% | +229.39% | |
| 26 | MARA | Mara Holdings Inc | 股票-金融 | 0.89% | +0.27% | -11.06% | |
| 27 | LCID | Lucid Group Inc | 股票-循環性消費 | 0.88% | -0.25% | -43.10% | |
| 28 | LI 0.25 05-01-28債券 | Li Auto Inc | 債券 | 0.86% | -0.86% | EXIT | |
| 29 | TMDX 1.5 06-01-28債券 | Transmedics Group Inc | 債券 | 0.83% | -0.17% | +7.01% | |
| 30 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.79% | -0.79% | EXIT | |
| 31 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.74% | -0.09% | — | |
| 32 | MSTR 2.25 06-15-32債券 | Strategy Inc | 債券 | 0.73% | -0.11% | -5.15% | |
| 33 | MSTR 0 03-01-30債券 | Strategy Inc | 債券 | 0.72% | -0.05% | — | |
| 34 | NIO 3.875 10-15-29債券 | Nio Inc | 債券 | 0.70% | -0.05% | — | |
| 35 | NBIS | Nebius Group N.V. | 股票-其他 | 0.70% | +0.71% | +11.67% | |
| 36 | ITRI 1.375 07-15-30債券 | Itron Inc | 債券 | 0.69% | -0.05% | +92.54% | |
| 37 | GWRE 1.25 11-01-29債券 | Guidewire Software Inc | 債券 | 0.69% | +0.06% | — | |
| 38 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.64% | -0.22% | +36.84% | |
| 39 | ASTS | Ast Spacemobile Inc | 股票-科技 | 0.63% | +0.01% | -65.15% | |
| 40 | WK 1.25 08-15-28債券 | Workiva Inc | 債券 | 0.63% | -0.07% | +3.18% | |
| 41 | JOBY 0.75 02-15-32債券 | Joby Aviation Inc | 債券 | 0.63% | -0.01% | — | |
| 42 | ALHC 4.25 11-15-29債券 | Alignment Healthcare | 債券 | 0.62% | -0.08% | — | |
| 43 | CSGS 3.875 09-15-28債券 | Csg Systems Internationa | 債券 | 0.61% | -0.61% | EXIT | |
| 44 | FLR 1.125 08-15-29債券 | Fluor CORP | 債券 | 0.58% | +0.03% | -5.30% | |
| 45 | HTHT 3 05-01-26債券 | H World Group LTD | 債券 | 0.56% | -0.56% | EXIT | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | -0.14% | -28.89% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | -0.27% | +12.06% | |
| 48 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | 債券 | 0.54% | -0.35% | -13.03% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.33% | -24.98% | |
| 50 | MSTR 0 12-01-29債券 | Strategy Inc | 債券 | 0.53% | -0.53% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +2.3% | +134.99% | 加碼 |
| 2 | BBIO 2.5 03-15-27債券 | Bridgebio Pharma Inc | +0.7% | +79.65% | 加碼 |
| 3 | BE 3 06-01-29債券 | Bloom Energy CORP | +0.7% | +1.67% | 加碼 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.7% | +229.39% | 加碼 |
| 5 | ITRI 1.375 07-15-30債券 | Itron Inc | +0.4% | +92.54% | 加碼 |
| 6 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.4% | +5.25% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.4% | +37.68% | 加碼 |
| 8 | ENPH 0 03-01-28債券 | Enphase Energy Inc | +0.3% | +353.65% | 加碼 |
| 9 | BL 1 06-01-29債券 | Blackline Inc | +0.3% | +578.40% | 加碼 |
| 10 | NBIS | Nebius Group N.V. | +0.3% | +11.67% | 加碼 |
| 11 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | +0.3% | — | 不變 |
| 12 | TSLA | Tesla Inc | +0.3% | +32.14% | 加碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +88.44% | 加碼 |
| 14 | MSTR | Strategy Inc | +0.2% | +15.45% | 加碼 |
| 15 | LIVN 2.5 03-15-29債券 | Livanova PLC | +0.2% | +427.74% | 加碼 |
| 16 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | +0.2% | +4465.97% | 加碼 |
| 17 | COGT 1.625 11-15-31債券 | Cogent Biosciences Inc | +0.2% | +63.89% | 加碼 |
| 18 | NIO 3.875 10-15-29債券 | Nio Inc | +0.2% | — | 不變 |
| 19 | FSLY | Fastly Inc - Class A | +0.2% | +3.40% | 加碼 |
| 20 | BE 3 06-01-28債券 | Bloom Energy CORP | +0.2% | — | 不變 |
| 21 | OSCR | Oscar Health Inc - Class A | +0.2% | +131.89% | 加碼 |
| 22 | AVAV 0 07-15-30債券 | Aerovironment Inc | +0.1% | +25.95% | 加碼 |
| 23 | SMCI 3.5 03-01-29債券 | Super Micro Computer Inc | +0.1% | +0.15% | 加碼 |
| 24 | VAL | Valaris Limited | +0.1% | -2.03% | 減碼 |
| 25 | ALB | Albemarle CORP | +0.1% | -3.34% | 減碼 |
| 26 | ✓ | Eqv Ventures Ac CORP. Ii | +0.1% | +43.86% | 加碼 |
| 27 | ENPH | Enphase Energy Inc | +0.1% | +14.93% | 加碼 |
| 28 | CVX | Chevron CORP | +0.1% | -10.48% | 減碼 |
| 29 | TMDX 1.5 06-01-28債券 | Transmedics Group Inc | +0.1% | +7.01% | 加碼 |
| 30 | ✓ | Berto Acquisition CORP | +0.1% | +2587.27% | 加碼 |
| 31 | ✓ | Drugs Made In Amer Acq Ii Co | +0.1% | +68.93% | 加碼 |
| 32 | AAPL | Apple Inc | +0.1% | -8.68% | 減碼 |
| 33 | NVDA | Nvidia CORP | +0.1% | -6.88% | 減碼 |
| 34 | XSSPX | Nuveen S&p 500 Dynam Overwr | +0.1% | +70541.13% | 加碼 |
| 35 | ✓ | +0.1% | +169.14% | 加碼 | |
| 36 | CVI | Cvr Energy Inc | +0.1% | +70.46% | 加碼 |
| 37 | V | Visa Inc-class A Shares | +0.1% | +112.39% | 加碼 |
| 38 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.1% | +90.68% | 加碼 |
| 39 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.1% | +1319.61% | 加碼 |
| 40 | COF | Capital One Financial CORP | +0.1% | +911.59% | 加碼 |
| 41 | HON | Honeywell International Inc | +0.1% | +1185.84% | 加碼 |
| 42 | BMY | Bristol-myers Squibb Co | +0.1% | +121.41% | 加碼 |
| 43 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | +0.1% | -13.03% | 減碼 |
| 44 | MSTR 2.25 06-15-32債券 | Strategy Inc | +0.1% | -5.15% | 減碼 |
| 45 | ✓ | Crown Resv Acquisition CORP I | +0.1% | +605.40% | 加碼 |
| 46 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | 0% | — | 不變 |
| 47 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | 0% | — | 不變 |
| 48 | GME | Gamestop Corp-class A | 0% | -25.71% | 減碼 |
| 49 | BRKR 6.375 09-01-28債券 | Bruker CORP | 0% | +9.29% | 加碼 |
| 50 | WULF | Terawulf Inc | — | -34.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wolverine Asset Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$113.8億，共申報了 1409 個公開持股部位。
在 Q1 2026 季度，Wolverine Asset Management LLC 按市值排列的前三大核心持股分別為：BABA 0.5 06-01-31 (3.3%)、LITE (2.8%)、IREN (1.9%)。其中最大持股部位 BABA 0.5 06-01-31 佔據整體投資組合約 3.3% 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
PPL 2.875 03-15-28
市值: US$7674.9萬
本季最大獲利了結 / 清倉標的
ABNB 0 03-15-26
前期市值: US$9869.6萬
在 Q1 2026 季度中，Wolverine Asset Management LLC 共進行了 193 項持倉異動，包含新建倉 21 個部位、加碼 37 個部位、減碼 100 個部位以及清倉 35 個部位。 其中最大新建倉標的為 PPL 2.875 03-15-28。 本季清倉部位包含 ABNB 0 03-15-26。
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。