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: 0001780365
申報總市值
US$50.5億
US$50.5億
32 檔
52.8%
WT Asset Management Ltd 在 Q1 2026 季度的美股部位總計估值為 US$50.5億，分散於 32 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 WT Asset Management Ltd 於 Q1 2026 季度持續回收資金，對 7 個既有部位進行裁減並清倉 19 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 LITE, COHR, SNDK）累計市值佔比達 52.8%，是驅動 WT Asset Management Ltd 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
AMZN
市值: US$1.7億
本季最大獲利了結 / 清倉標的
GOOG
前期市值: US$1.1億
| # | 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 | LITE | Lumentum Holdings Inc | 股票-科技 | 20.32% | -10.53% | +176.90% | |
| 2 | COHR | Coherent CORP | 股票-科技 | 13.36% | -13.36% | EXIT | |
| 3 | SNDK | Sandisk CORP | 股票-科技 | 11.03% | +0.08% | +293.35% | |
| 4 | GLW | Corning Inc | 股票-科技 | 5.63% | -5.63% | EXIT | |
| 5 | MU | Micron Technology Inc | 股票-科技 | 5.55% | +4.26% | -13.08% | |
| 6 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 5.39% | -5.39% | EXIT | |
| 7 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 5.28% | -3.73% | +124.20% | |
| 8 | WDC | Western Digital CORP | 股票-科技 | 4.63% | +5.28% | +98.49% | |
| 9 | STX | Seagate Technology Holdings plc | 股票-科技 | 4.02% | +6.76% | +131.91% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.52% | -3.52% | EXIT | |
| 11 | TER | Teradyne Inc | 股票-科技 | 3.44% | +2.88% | +111.16% | |
| 12 | KEYS | Keysight Technologies In | 股票-科技 | 3.41% | -3.41% | EXIT | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 3.38% | +0.77% | +76.02% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.54% | -2.54% | EXIT | |
| 15 | AXTI | Axt Inc | 股票-其他 | 1.61% | -1.61% | EXIT | |
| 16 | NOK | Nokia Corp-spon Adr | 股票-科技 | 1.45% | -1.45% | EXIT | |
| 17 | AS | Amer Sports, Inc. | 股票-循環性消費 | 1.33% | -0.59% | -18.61% | |
| 18 | U | Unity Software Inc | 股票-科技 | 0.99% | -0.88% | +64.87% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.97% | -0.97% | EXIT | |
| 20 | APP | Applovin Corp-class A | 股票-科技 | 0.68% | +0.77% | +7.69% | |
| 21 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.60% | +1.67% | -70.25% | |
| 22 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.32% | -0.32% | EXIT | |
| 23 | SEALTD 0.25 09-15-26債券 | Sea LTD | 債券 | 0.19% | -0.01% | — | |
| 24 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 0.13% | -0.13% | EXIT | |
| 25 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.12% | -0.12% | EXIT | |
| 26 | NIO | Nio Inc - Adr | 股票-循環性消費 | 0.04% | -0.04% | EXIT | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.03% | -0.03% | EXIT | |
| 28 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | 債券 | 0.02% | -0.01% | — | |
| 29 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 0.01% | — | — | |
| 30 | COIN 0.25 04-01-30債券 | Coinbase Global Inc | 債券 | 0.01% | — | — | |
| 31 | ORCL 6.5 01-15-29 D債券 | Oracle CORP | 債券 | 0.01% | — | — | |
| 32 | QIFTEC 0.5 04-01-30債券 | Qfin Holdings Inc | 債券 | — | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +13% | +176.90% | 加碼 |
| 2 | COHR | Coherent CORP | +9.8% | +443.52% | 加碼 |
| 3 | SNDK | Sandisk CORP | +9% | +293.35% | 加碼 |
| 4 | MOD | Modine Manufacturing Co | +2.5% | +124.20% | 加碼 |
| 5 | TSEM | Tower Semiconductor Ltd. | +2.3% | +118.18% | 加碼 |
| 6 | GLW | Corning Inc | +2.2% | +101.41% | 加碼 |
| 7 | WDC | Western Digital CORP | +1.8% | +98.49% | 加碼 |
| 8 | STX | Seagate Technology Holdings plc | +1.7% | +131.91% | 加碼 |
| 9 | TER | Teradyne Inc | +1.4% | +111.16% | 加碼 |
| 10 | ASML | ASML Holding N.V. | +0.4% | +76.02% | 加碼 |
| 11 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | 0% | — | 不變 |
| 12 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 0% | — | 不變 |
| 13 | COIN 0.25 04-01-30債券 | Coinbase Global Inc | 0% | — | 不變 |
| 14 | SEALTD 0.25 09-15-26債券 | Sea LTD | -0.2% | — | 不變 |
| 15 | U | Unity Software Inc | -1.3% | +64.87% | 加碼 |
| 16 | APP | Applovin Corp-class A | -1.3% | +7.69% | 加碼 |
| 17 | HOOD | Robinhood Markets Inc - A | -1.8% | -81.31% | 減碼 |
| 18 | AS | Amer Sports, Inc. | -2.2% | -18.61% | 減碼 |
| 19 | VRT | Vertiv Holdings Co-a | -2.2% | -98.57% | 減碼 |
| 20 | NIO | Nio Inc - Adr | -2.5% | -97.62% | 減碼 |
| 21 | MU | Micron Technology Inc | -4.7% | -13.08% | 減碼 |
| 22 | RDDT | Reddit Inc-cl A | -6% | -70.25% | 減碼 |
| 23 | NVDA | Nvidia CORP | -11.1% | -62.25% | 減碼 |
| 24 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 25 | KEYS | Keysight Technologies In | — | NEW | 新建倉 |
| 26 | GOOG | Alphabet Inc-cl C | — | EXIT | 清倉 |
| 27 | AVGO | Broadcom Inc | — | EXIT | 清倉 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 清倉 |
| 29 | AXTI | Axt Inc | — | NEW | 新建倉 |
| 30 | NOK | Nokia Corp-spon Adr | — | NEW | 新建倉 |
| 31 | GDX | Vaneck Gold Miners ETF | — | NEW | 新建倉 |
| 32 | TSLA | Tesla Inc | — | EXIT | 清倉 |
| 33 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
| 34 | GEV | GE Vernova Inc | — | EXIT | 清倉 |
| 35 | CIEN | Ciena CORP | — | EXIT | 清倉 |
| 36 | CHRW | C.h. Robinson Worldwide Inc | — | EXIT | 清倉 |
| 37 | CRDO | Credo Technology Group Holding Ltd | — | EXIT | 清倉 |
| 38 | TCOM | Trip.com Group Ltd-adr | — | NEW | 新建倉 |
| 39 | ALAB | Astera Labs Inc | — | EXIT | 清倉 |
| 40 | TPR | Tapestry Inc | — | EXIT | 清倉 |
| 41 | GDS | Gds Holdings LTD - Adr | — | NEW | 新建倉 |
| 42 | LULU | Lululemon Athletica Inc | — | EXIT | 清倉 |
| 43 | EL | Estee Lauder Companies-cl A | — | EXIT | 清倉 |
| 44 | DUOL | Duolingo | — | EXIT | 清倉 |
| 45 | AMD | Advanced Micro Devices | — | EXIT | 清倉 |
| 46 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清倉 |
| 47 | JOYY | Joyy Inc-adr | — | EXIT | 清倉 |
| 48 | ORCL 6.5 01-15-29 D債券 | Oracle CORP | — | NEW | 新建倉 |
| 49 | RLX | Rlx Technology Inc-adr | — | EXIT | 清倉 |
| 50 | QIFTEC 0.5 04-01-30債券 | Qfin Holdings Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，WT Asset Management Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$50.5億，共申報了 32 個公開持股部位。
在 Q1 2026 季度，WT Asset Management Ltd 按市值排列的前三大核心持股分別為：LITE (20.3%)、COHR (13.4%)、SNDK (11.0%)。其中最大持股部位 LITE 佔據整體投資組合約 20.3% 的權重。
在 Q1 2026 季度中，WT Asset Management Ltd 共進行了 47 項持倉異動，包含新建倉 9 個部位、加碼 12 個部位、減碼 7 個部位以及清倉 19 個部位。 其中最大新建倉標的為 AMZN。 本季清倉部位包含 GOOG。
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。