13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001911278
申报总市值
US$88.4亿
US$88.4亿
283 檔
19.6%
截至 Q3 2024 季度末，LGT Group Foundation 的美股持仓估值约为 US$88.4亿，全数申报仓位共有 283 档。
LGT Group Foundation 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 2 档并减仓 24 档标的。
在资产配置集中度方面，LGT Group Foundation 的前 5 大核心持股（包含 MSFT, AAPL, AMZN 等）合计占整体申报市值的 19.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 283 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 8.28% | -0.31% | -13.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.82% | +0.60% | -1.59% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.92% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.43% | +0.94% | -23.16% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.94% | +0.95% | -13.70% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.61% | +13.04% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.02% | -0.20% | -25.58% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.54% | — | -37.63% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.36% | -1.13% | -26.54% | |
| 10 | UBS | UBS Group AG | 股票-金融 | 2.18% | +0.23% | +27.14% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.16% | +1.30% | +812.32% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 1.93% | +0.06% | +6.34% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | +0.07% | +1.06% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.67% | +0.15% | +5.35% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.47% | -0.74% | -36.63% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | -0.15% | +14.30% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.36% | +0.01% | +6.08% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.22% | -8.44% | |
| 19 | CRH | CRH plc | 股票-原材料 | 1.14% | -0.07% | -51.41% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.12% | -0.22% | -47.05% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.10% | +0.01% | +11.15% | |
| 22 | FTNT | Fortinet Inc | 股票-科技 | 1.05% | -0.06% | -8.80% | |
| 23 | COP | Conocophillips | 股票-能源 | 1.04% | -0.29% | +33.99% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.02% | -0.10% | +3.80% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.00% | -0.07% | +3.27% | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.99% | -0.13% | +5.84% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | -0.89% | EXIT | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | +0.02% | -28.71% | |
| 29 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.99% | -0.16% | +13.81% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.01% | +5.63% | |
| 31 | ALC | Alcon Inc. | 股票-医疗保健 | 0.94% | -0.10% | +2.55% | |
| 32 | TTEK | Tetra Tech Inc | 股票-工业 | 0.94% | +0.06% | +148.69% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.03% | -23.59% | |
| 34 | NYT | New York Times Co-a | 股票-通信服务 | 0.83% | -0.06% | +6.00% | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.78% | +0.02% | +3.92% | |
| 36 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.77% | — | -1.11% | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.68% | — | +19.63% | |
| 38 | AME | Ametek Inc | 股票-工业 | 0.66% | — | +7.29% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +6.64% | |
| 40 | LOGI | Logitech International S.A. | 股票-科技 | 0.63% | -0.01% | +6.77% | |
| 41 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.60% | — | +0.47% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.59% | +0.32% | +16.58% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.58% | -0.16% | -7.62% | |
| 44 | ADSK | Autodesk Inc | 股票-科技 | 0.57% | -0.51% | -53.08% | |
| 45 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.53% | +0.29% | -48.63% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.47% | +0.28% | +108.03% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.44% | -0.03% | +1.41% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.44% | +0.16% | +68.06% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.07% | -16.85% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.30% | +11.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.5% | -37.63% | 减仓 |
| 2 | CB | Chubb Limited | +1% | +5.84% | 加仓 |
| 3 | AAPL | Apple Inc | +0.6% | -1.59% | 减仓 |
| 4 | UBS | UBS Group AG | +0.6% | +27.14% | 加仓 |
| 5 | HD | Home Depot Inc | +0.5% | +6.34% | 加仓 |
| 6 | SHW | Sherwin-williams Co/the | +0.4% | +11.15% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.3% | +13.04% | 加仓 |
| 8 | V | Visa Inc-class A Shares | +0.3% | +14.30% | 加仓 |
| 9 | ✓ | Cyberark Software LTD. Cmn | +0.3% | NEW | 新建仓 |
| 10 | COP | Conocophillips | +0.3% | +33.99% | 加仓 |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +108.03% | 加仓 |
| 12 | TSLA | Tesla Inc | +0.2% | +19.63% | 加仓 |
| 13 | ABBV | Abbvie Inc | +0.2% | +68.06% | 加仓 |
| 14 | ICE | Intercontinental Exchange In | +0.2% | +3.80% | 加仓 |
| 15 | FTNT | Fortinet Inc | +0.2% | -8.80% | 减仓 |
| 16 | BKNG | Booking Holdings Inc | +0.2% | +13.81% | 加仓 |
| 17 | NOW | Servicenow Inc | +0.2% | +3.27% | 加仓 |
| 18 | ALC | Alcon Inc. | +0.2% | +2.55% | 加仓 |
| 19 | FAST | Fastenal Co | +0.2% | +3.92% | 加仓 |
| 20 | AMD | Advanced Micro Devices | +0.1% | +101.62% | 加仓 |
| 21 | NYT | New York Times Co-a | +0.1% | +6.00% | 加仓 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +16.58% | 加仓 |
| 23 | FCX | Freeport-mcmoran Inc | +0.1% | +258.37% | 加仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.64% | 加仓 |
| 25 | HSIC | Henry Schein Inc | +0.1% | +37.78% | 加仓 |
| 26 | GE | General Electric | +0.1% | +173.49% | 加仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -19.69% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.1% | -23.59% | 减仓 |
| 29 | T | At&t Inc | -0.1% | -69.06% | 减仓 |
| 30 | MTZ | Mastec Inc | -0.1% | -96.88% | 减仓 |
| 31 | COHR | Coherent CORP | -0.1% | -96.65% | 减仓 |
| 32 | INTU | Intuit Inc | -0.2% | -38.73% | 减仓 |
| 33 | KO | Coca-cola Co/the | -0.2% | -28.71% | 减仓 |
| 34 | CRH | CRH plc | -0.2% | -51.41% | 减仓 |
| 35 | ACN | Accenture plc | -0.3% | -26.54% | 减仓 |
| 36 | AMRC | Ameresco Inc-cl A | -0.3% | -73.51% | 减仓 |
| 37 | MA | Mastercard Inc - A | -0.5% | -25.58% | 减仓 |
| 38 | BSX | Boston Scientific CORP | -0.5% | -69.90% | 减仓 |
| 39 | ADSK | Autodesk Inc | -0.5% | -53.08% | 减仓 |
| 40 | PLD | Prologis Inc | -0.5% | EXIT | 清仓 |
| 41 | WST | West Pharmaceutical Services | -0.6% | -48.63% | 减仓 |
| 42 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清仓 |
| 43 | NEE | Nextera Energy Inc | -0.6% | -47.05% | 减仓 |
| 44 | TTEK | Tetra Tech Inc | -0.7% | +148.69% | 加仓 |
| 45 | PG | Procter & Gamble Co/the | -0.7% | -36.63% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.7% | -12.12% | 减仓 |
| 47 | ABNB | Airbnb Inc-class A | -0.7% | -61.15% | 减仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.9% | -13.70% | 减仓 |
| 49 | LLY | Eli Lilly & Co | -1.2% | -23.16% | 减仓 |
| 50 | MSFT | Microsoft CORP | -1.6% | -13.28% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，LGT Group Foundation 在 Q3 2024 季度的美股持仓总市值约为 US$88.4亿，共申报了 283 个公开持股仓位。
在 Q3 2024 季度，LGT Group Foundation 按市值排列的前三大核心持股分别为：MSFT (8.3%)、AAPL (6.8%)、AMZN (4.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
CYBERARK SOFTWARE LTD. CMN
市值: US$1641.6万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$3517.6万
在 Q3 2024 季度中，LGT Group Foundation 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 24 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CYBERARK SOFTWARE LTD. CMN。 本季清仓仓位包含 BLKCHF。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。