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: 0001772875
申報總市值
US$45.2億
US$45.2億
1651 檔
5.5%
Q2 2026 季度申報顯示，Y-Intercept 揭露的美股組合總市值為 US$45.2億，涵蓋 1651 個不同之權益投資部位。
Q2 2026 的申報記錄反映 Y-Intercept 的板塊替換策略：機構本季推動了 91 筆增持與 109 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 AMZN, AAPL, BSX）占據了總市值的 5.5%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
市值: US$4243.8萬
本季最大獲利了結 / 清倉標的
MU
前期市值: US$4292.5萬
僅顯示前 200 大持股（共 1651 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.26% | -0.87% | +5298.68% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 0.99% | +0.05% | -21.59% | |
| 3 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.95% | -0.83% | +148.81% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.88% | EXIT | |
| 5 | ✓ | 股票-其他 | 0.84% | -0.30% | — | ||
| 6 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.47% | +259.01% | |
| 7 | CME | Cme Group Inc | 股票-金融 | 0.65% | -0.34% | +1305.98% | |
| 8 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.61% | -0.38% | +404.71% | |
| 9 | INTU | Intuit Inc | 股票-科技 | 0.57% | -0.15% | +1025.97% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | -0.56% | EXIT | |
| 11 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.54% | -0.32% | +663.46% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.69% | — | |
| 13 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.51% | EXIT | |
| 14 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.49% | -0.34% | +290.45% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.21% | -6.04% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | +0.03% | +810.57% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.44% | EXIT | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | -0.39% | +101.85% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | +0.06% | +53.59% | |
| 20 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.43% | -0.35% | +496.74% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.43% | EXIT | |
| 22 | ON | On Semiconductor | 股票-科技 | 0.42% | -0.40% | +1111.83% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | -0.25% | +37.34% | |
| 24 | BE | Bloom Energy Corp- A | 股票-工業 | 0.41% | -0.41% | EXIT | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.41% | -0.41% | EXIT | |
| 26 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.40% | -0.38% | — | |
| 27 | SU | Suncor Energy Inc | 股票-能源 | 0.38% | -0.38% | EXIT | |
| 28 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.38% | -0.32% | +74.38% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | -0.37% | EXIT | |
| 30 | SNDK | Sandisk CORP | 股票-科技 | 0.37% | -0.37% | EXIT | |
| 31 | COP | Conocophillips | 股票-能源 | 0.37% | -0.19% | — | |
| 32 | UHS | Universal Health Services-b | 股票-醫療保健 | 0.33% | -0.28% | +138.99% | |
| 33 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.32% | -0.25% | — | |
| 34 | NEM | Newmont CORP | 股票-原物料 | 0.30% | +0.04% | — | |
| 35 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.30% | -0.28% | — | |
| 36 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.30% | -0.30% | EXIT | |
| 37 | UBER | Uber Technologies Inc | 股票-工業 | 0.30% | -0.28% | +4.10% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.30% | -0.20% | — | |
| 39 | PGR | Progressive CORP | 股票-金融 | 0.29% | -0.29% | EXIT | |
| 40 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.29% | -0.29% | EXIT | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.29% | +0.85% | -62.06% | |
| 42 | KTOS | Kratos Defense & Security | 股票-工業 | 0.29% | -0.29% | EXIT | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.29% | -0.28% | — | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.28% | -0.28% | EXIT | |
| 45 | NOC | Northrop Grumman CORP | 股票-工業 | 0.28% | -0.11% | +345.03% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.28% | -0.22% | +133.88% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.28% | -0.05% | — | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.27% | -0.12% | +221.53% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.27% | -0.27% | EXIT | |
| 50 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.27% | -0.18% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +5298.68% | 加碼 |
| 2 | ✓ | +0.8% | NEW | 新建倉 | |
| 3 | CME | Cme Group Inc | +0.6% | +1305.98% | 加碼 |
| 4 | QCOM | Qualcomm Inc | +0.6% | NEW | 新建倉 |
| 5 | NVDA | Nvidia CORP | +0.5% | NEW | 新建倉 |
| 6 | ACN | Accenture plc | +0.5% | NEW | 新建倉 |
| 7 | INTU | Intuit Inc | +0.5% | +1025.97% | 加碼 |
| 8 | CRM | Salesforce Inc | +0.5% | +259.01% | 加碼 |
| 9 | CBOE | Cboe Global Markets Inc | +0.5% | +663.46% | 加碼 |
| 10 | CTSH | Cognizant Tech Solutions-a | +0.4% | +404.71% | 加碼 |
| 11 | CVX | Chevron CORP | +0.4% | +1867.03% | 加碼 |
| 12 | BE | Bloom Energy Corp- A | +0.4% | NEW | 新建倉 |
| 13 | INTC | Intel CORP | +0.4% | NEW | 新建倉 |
| 14 | BSX | Boston Scientific CORP | +0.4% | +148.81% | 加碼 |
| 15 | ON | On Semiconductor | +0.4% | +1111.83% | 加碼 |
| 16 | KVUE | Kenvue Inc | +0.4% | NEW | 新建倉 |
| 17 | MPWR | Monolithic Power Systems Inc | +0.4% | +290.45% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.4% | +810.57% | 加碼 |
| 19 | SU | Suncor Energy Inc | +0.4% | NEW | 新建倉 |
| 20 | COP | Conocophillips | +0.4% | NEW | 新建倉 |
| 21 | LDOS | Leidos Holdings Inc | +0.3% | +496.74% | 加碼 |
| 22 | VRT | Vertiv Holdings Co-a | +0.3% | NEW | 新建倉 |
| 23 | NEM | Newmont CORP | +0.3% | NEW | 新建倉 |
| 24 | CRDO | Credo Technology Group Holding Ltd | +0.3% | NEW | 新建倉 |
| 25 | LYV | Live Nation Entertainment In | +0.3% | NEW | 新建倉 |
| 26 | T | At&t Inc | +0.3% | NEW | 新建倉 |
| 27 | PGR | Progressive CORP | +0.3% | NEW | 新建倉 |
| 28 | UNH | Unitedhealth Group Inc | +0.3% | NEW | 新建倉 |
| 29 | AVGO | Broadcom Inc | +0.3% | NEW | 新建倉 |
| 30 | STRL | Sterling Infrastructure Inc | +0.3% | NEW | 新建倉 |
| 31 | FOXA | Fox CORP - Class A | +0.3% | NEW | 新建倉 |
| 32 | CIEN | Ciena CORP | +0.3% | NEW | 新建倉 |
| 33 | BKR | Baker Hughes Co | +0.2% | NEW | 新建倉 |
| 34 | CVE | Cenovus Energy Inc | +0.2% | NEW | 新建倉 |
| 35 | CNQ | Canadian Natural Resources | +0.2% | NEW | 新建倉 |
| 36 | ORLY | O'reilly Automotive Inc | +0.2% | NEW | 新建倉 |
| 37 | ELV | Elevance Health Inc | +0.2% | +74.38% | 加碼 |
| 38 | INSM | Insmed Inc | +0.2% | NEW | 新建倉 |
| 39 | COST | Costco Wholesale CORP | +0.2% | +101.85% | 加碼 |
| 40 | ENSG | Ensign Group Inc/the | +0.2% | NEW | 新建倉 |
| 41 | SMTC | Semtech CORP | +0.2% | NEW | 新建倉 |
| 42 | KTOS | Kratos Defense & Security | +0.2% | +360.67% | 加碼 |
| 43 | NOC | Northrop Grumman CORP | +0.2% | +345.03% | 加碼 |
| 44 | FOX | Fox CORP - Class B | +0.2% | +535.01% | 加碼 |
| 45 | HLT | Hilton Worldwide Holdings In | +0.2% | NEW | 新建倉 |
| 46 | FCX | Freeport-mcmoran Inc | +0.2% | NEW | 新建倉 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +397.76% | 加碼 |
| 48 | KMB | Kimberly-clark CORP | +0.2% | NEW | 新建倉 |
| 49 | PBR | Petroleo Brasileiro-spon Adr | +0.2% | +962.35% | 加碼 |
| 50 | NXT | Nextpower Inc-cl A | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Y-Intercept 在 Q2 2026 季度的美股持倉總市值約為 US$45.2億，共申報了 1651 個公開持股部位。
在 Q2 2026 季度，Y-Intercept 按市值排列的前三大核心持股分別為：AMZN (1.3%)、AAPL (1.0%)、BSX (0.9%)。其中最大持股部位 AMZN 佔據整體投資組合約 1.3% 的權重。
在 Q2 2026 季度中，Y-Intercept 共進行了 200 項持倉異動，包含新建倉 55 個部位、加碼 36 個部位、減碼 45 個部位以及清倉 64 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 MU。
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。