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
272 檔
21.2%
LGT Group Foundation 在 Q4 2024 季度的美股仓位总计估值为 US$88.4亿，分散于 272 个持仓标的之中，反映其市场参与广度与投资规模。
LGT Group Foundation 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 21 档持股的同时，亦同步清仓 4 档并减仓 20 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 21.2%，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 272 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 | 8.04% | -0.31% | +1.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.03% | +0.60% | -1.25% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.67% | -4.31% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.16% | +0.95% | -2.11% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.15% | +0.94% | +14.48% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.60% | +0.61% | +0.80% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.51% | +1.30% | +26.56% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 3.02% | -0.20% | -0.57% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.74% | — | +1.78% | |
| 10 | ACN | Accenture plc | 股票-科技 | 2.35% | -1.13% | +7.02% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | +0.07% | +2.80% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.88% | +0.15% | +6.31% | |
| 13 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.88% | -0.16% | +66.95% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.83% | +0.06% | +6.30% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | -0.15% | +7.04% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | -0.74% | +7.82% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.44% | +0.23% | -30.41% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | -0.22% | +3.08% | |
| 19 | FTNT | Fortinet Inc | 股票-科技 | 1.17% | -0.06% | -3.29% | |
| 20 | CRH | CRH plc | 股票-原材料 | 1.14% | -0.07% | +2.28% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | -0.89% | EXIT | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 1.02% | — | -2.28% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.99% | -0.07% | -12.16% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.99% | -0.10% | +10.53% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.98% | +0.01% | +5.21% | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.96% | -0.13% | +6.66% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.95% | -0.29% | +8.40% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.89% | -0.22% | -0.21% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | +0.02% | +3.79% | |
| 30 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.82% | -0.15% | +122.70% | |
| 31 | NYT | New York Times Co-a | 股票-通信服务 | 0.81% | -0.06% | +9.49% | |
| 32 | FAST | Fastenal Co | 股票-工业 | 0.79% | +0.02% | +6.41% | |
| 33 | ALC | Alcon Inc. | 股票-医疗保健 | 0.77% | -0.10% | +2.10% | |
| 34 | TTEK | Tetra Tech Inc | 股票-工业 | 0.75% | +0.06% | -0.22% | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 0.75% | +0.02% | — | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.28% | +199.31% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.68% | -0.01% | -14.99% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | +0.01% | -42.86% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +9.83% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.03% | -12.63% | |
| 41 | ADSK | Autodesk Inc | 股票-科技 | 0.63% | -0.51% | +7.22% | |
| 42 | OC | Owens Corning | 股票-工业 | 0.60% | +0.22% | — | |
| 43 | LOGI | Logitech International S.A. | 股票-科技 | 0.58% | -0.01% | +2.55% | |
| 44 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.54% | +0.29% | -0.23% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.54% | -0.16% | +7.53% | |
| 46 | PLD | Prologis Inc | 股票-房地产 | 0.52% | -0.05% | — | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.50% | -0.03% | +10.20% | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.47% | — | +84.01% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.32% | -8.48% | |
| 50 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.44% | — | +42.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +26.56% | 加仓 |
| 2 | BKNG | Booking Holdings Inc | +0.9% | +66.95% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.8% | +2.71% | 加仓 |
| 4 | BLK | Blackrock Inc | +0.8% | NEW | 新建仓 |
| 5 | OC | Owens Corning | +0.6% | NEW | 新建仓 |
| 6 | PLD | Prologis Inc | +0.5% | NEW | 新建仓 |
| 7 | ABNB | Airbnb Inc-class A | +0.5% | +122.70% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.3% | -2.28% | 减仓 |
| 9 | EFX | Equifax Inc | +0.3% | +1617.53% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.3% | +0.80% | 加仓 |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +199.31% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.11% | 减仓 |
| 13 | V | Visa Inc-class A Shares | +0.2% | +7.04% | 加仓 |
| 14 | AAPL | Apple Inc | +0.2% | -1.25% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +2.80% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.2% | +6.31% | 加仓 |
| 17 | INTU | Intuit Inc | +0.2% | +84.01% | 加仓 |
| 18 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.78% | 加仓 |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +42.74% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +4.91% | 加仓 |
| 22 | ARCC | Ares Capital CORP | +0.1% | NEW | 新建仓 |
| 23 | FTNT | Fortinet Inc | +0.1% | -3.29% | 减仓 |
| 24 | VEEV | Veeva Systems Inc-class A | +0.1% | +40.79% | 加仓 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +484.49% | 加仓 |
| 26 | PGR | Progressive CORP | +0.1% | +38.45% | 加仓 |
| 27 | ADSK | Autodesk Inc | +0.1% | +7.22% | 加仓 |
| 28 | MA | Mastercard Inc - A | — | -0.57% | 减仓 |
| 29 | ACN | Accenture plc | 0% | +7.02% | 加仓 |
| 30 | AMRC | Ameresco Inc-cl A | -0.1% | EXIT | 清仓 |
| 31 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | 清仓 |
| 32 | APTV | Aptiv PLC | -0.1% | EXIT | 清仓 |
| 33 | IBM | Intl Business Machines CORP | -0.1% | -27.90% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.1% | -29.22% | 减仓 |
| 35 | ALC | Alcon Inc. | -0.2% | +2.10% | 加仓 |
| 36 | NXPI | NXP Semiconductors N.V. | -0.2% | -96.70% | 减仓 |
| 37 | TTEK | Tetra Tech Inc | -0.2% | -0.22% | 减仓 |
| 38 | AMAT | Applied Materials Inc | -0.2% | -57.17% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -12.63% | 减仓 |
| 40 | NEE | Nextera Energy Inc | -0.2% | -0.21% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.2% | +1.71% | 加仓 |
| 42 | WAT | Waters CORP | -0.3% | -71.65% | 减仓 |
| 43 | MNST | Monster Beverage CORP | -0.3% | -97.72% | 减仓 |
| 44 | ADBE | Adobe Inc | -0.3% | -14.99% | 减仓 |
| 45 | ELV | Elevance Health Inc | -0.4% | -41.22% | 减仓 |
| 46 | AME | Ametek Inc | -0.4% | -57.00% | 减仓 |
| 47 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清仓 |
| 48 | IQV | Iqvia Holdings Inc | -0.7% | -87.99% | 减仓 |
| 49 | MRK | Merck & Co. Inc. | -0.7% | -42.86% | 减仓 |
| 50 | UBS | UBS Group AG | -0.7% | -30.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，LGT Group Foundation 在 Q4 2024 季度的美股持仓总市值约为 US$88.4亿，共申报了 272 个公开持股仓位。
在 Q4 2024 季度，LGT Group Foundation 按市值排列的前三大核心持股分别为：MSFT (8.0%)、AAPL (7.0%)、AMZN (5.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.0% 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
BLK
市值: US$4844.4万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$2325.4万
在 Q4 2024 季度中，LGT Group Foundation 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 21 个仓位、减仓 20 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 ANETEUR。
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。