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
288 檔
22.9%
Q1 2025 季度申报显示，LGT Group Foundation 披露的美股组合总市值为 US$88.4亿，涵盖 288 个不同之权益投资仓位。
在 Q1 2025，LGT Group Foundation 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 34 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
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 22.9%，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 288 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 | 7.55% | -0.31% | +18.37% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.15% | +0.60% | +10.88% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.32% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.04% | +0.94% | +27.47% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.87% | -0.20% | +38.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.70% | +0.95% | +22.45% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.49% | — | +70.19% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.38% | +0.61% | +30.66% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.55% | -1.13% | +37.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.52% | +0.07% | +41.94% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.47% | -0.74% | +86.72% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +1.30% | -10.30% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.76% | -0.22% | +66.07% | |
| 14 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.74% | -0.16% | +12.06% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.72% | -0.22% | +120.13% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -0.15% | -8.89% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.37% | +0.23% | +8.13% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.28% | +0.02% | +46.23% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.20% | +0.15% | -24.45% | |
| 20 | CRH | CRH plc | 股票-原材料 | 1.19% | -0.07% | +23.09% | |
| 21 | ADSK | Autodesk Inc | 股票-科技 | 1.14% | -0.51% | +128.90% | |
| 22 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.14% | -0.15% | +71.89% | |
| 23 | TTEK | Tetra Tech Inc | 股票-工业 | 1.10% | +0.06% | +124.20% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.05% | +0.06% | -31.44% | |
| 25 | PLD | Prologis Inc | 股票-房地产 | 1.03% | -0.05% | +111.86% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | -0.89% | EXIT | |
| 27 | OC | Owens Corning | 股票-工业 | 0.93% | +0.22% | +106.82% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | +29.13% | |
| 29 | COP | Conocophillips | 股票-能源 | 0.87% | -0.29% | -3.82% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.80% | -0.13% | -14.10% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.77% | — | +88.11% | |
| 32 | ALC | Alcon Inc. | 股票-医疗保健 | 0.77% | -0.10% | +0.20% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | +0.03% | +7.21% | |
| 34 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.68% | +0.29% | +106.34% | |
| 35 | FTNT | Fortinet Inc | 股票-科技 | 0.68% | -0.06% | -36.09% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.66% | +0.16% | +56.32% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.64% | -0.08% | +279.39% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.62% | -0.10% | -38.75% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.61% | -0.01% | +106.21% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.60% | -0.03% | +41.89% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.56% | +0.01% | -37.49% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.54% | -0.11% | +67.27% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.52% | +0.02% | -15.19% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.50% | +0.02% | +17.59% | |
| 45 | FAST | Fastenal Co | 股票-工业 | 0.50% | +0.02% | -34.32% | |
| 46 | TSLA | Tesla Inc | 股票-周期性消费 | 0.49% | — | -15.42% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | +0.01% | -6.86% | |
| 48 | EFX | Equifax Inc | 股票-工业 | 0.48% | -0.01% | +85.95% | |
| 49 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.45% | — | +11.83% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.45% | +0.08% | +159.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1% | +86.72% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +0.9% | +27.47% | 加仓 |
| 3 | MA | Mastercard Inc - A | +0.9% | +38.54% | 加仓 |
| 4 | NEE | Nextera Energy Inc | +0.8% | +120.13% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +70.19% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +41.94% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +66.07% | 加仓 |
| 8 | ADSK | Autodesk Inc | +0.5% | +128.90% | 加仓 |
| 9 | PLD | Prologis Inc | +0.5% | +111.86% | 加仓 |
| 10 | PEP | Pepsico Inc | +0.5% | +279.39% | 加仓 |
| 11 | KO | Coca-cola Co/the | +0.4% | +46.23% | 加仓 |
| 12 | TTEK | Tetra Tech Inc | +0.4% | +124.20% | 加仓 |
| 13 | UBER | Uber Technologies Inc | +0.4% | +370.44% | 加仓 |
| 14 | OC | Owens Corning | +0.3% | +106.82% | 加仓 |
| 15 | ABNB | Airbnb Inc-class A | +0.3% | +71.89% | 加仓 |
| 16 | MDLZ | Mondelez International Inc-a | +0.3% | +106.21% | 加仓 |
| 17 | INTU | Intuit Inc | +0.3% | +88.11% | 加仓 |
| 18 | ABBV | Abbvie Inc | +0.3% | +56.32% | 加仓 |
| 19 | WDAY | Workday Inc-class A | +0.3% | +1178.08% | 加仓 |
| 20 | VRSN | Verisign Inc | +0.3% | NEW | 新建仓 |
| 21 | BSX | Boston Scientific CORP | +0.3% | +143.77% | 加仓 |
| 22 | WFC | Wells Fargo & Co | +0.3% | +721.35% | 加仓 |
| 23 | CME | Cme Group Inc | +0.3% | +3543.99% | 加仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +29.13% | 加仓 |
| 25 | BNY | Bank Of New York Mellon CORP | +0.2% | +125.78% | 加仓 |
| 26 | EMR | Emerson Electric Co | +0.2% | +159.46% | 加仓 |
| 27 | ACN | Accenture plc | +0.2% | +37.52% | 加仓 |
| 28 | CRM | Salesforce Inc | +0.2% | +379.74% | 加仓 |
| 29 | EFX | Equifax Inc | +0.2% | +85.95% | 加仓 |
| 30 | PFE | Pfizer Inc | +0.2% | +67.27% | 加仓 |
| 31 | WST | West Pharmaceutical Services | +0.1% | +106.34% | 加仓 |
| 32 | CRH | CRH plc | +0.1% | +23.09% | 加仓 |
| 33 | NVDA | Nvidia CORP | -0.2% | +30.66% | 加仓 |
| 34 | ELV | Elevance Health Inc | -0.2% | -95.06% | 减仓 |
| 35 | FAST | Fastenal Co | -0.3% | -34.32% | 减仓 |
| 36 | AMZN | Amazon.com Inc | -0.4% | +21.47% | 加仓 |
| 37 | ADBE | Adobe Inc | -0.4% | -40.48% | 减仓 |
| 38 | ICE | Intercontinental Exchange In | -0.4% | -38.75% | 减仓 |
| 39 | PANW | Palo Alto Networks Inc | -0.4% | -45.36% | 减仓 |
| 40 | NYT | New York Times Co-a | -0.4% | -42.19% | 减仓 |
| 41 | SHW | Sherwin-williams Co/the | -0.4% | -37.49% | 减仓 |
| 42 | LOGI | Logitech International S.A. | -0.5% | -83.48% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.5% | +18.37% | 加仓 |
| 44 | FTNT | Fortinet Inc | -0.5% | -36.09% | 减仓 |
| 45 | CMCSA | Comcast Corp-class A | -0.5% | -96.68% | 减仓 |
| 46 | TSLA | Tesla Inc | -0.5% | -15.42% | 减仓 |
| 47 | NOW | Servicenow Inc | -0.6% | -47.59% | 减仓 |
| 48 | BAC | Bank Of America CORP | -0.7% | -24.45% | 减仓 |
| 49 | HD | Home Depot Inc | -0.8% | -31.44% | 减仓 |
| 50 | AVGO | Broadcom Inc | -1.5% | -10.30% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，LGT Group Foundation 在 Q1 2025 季度的美股持仓总市值约为 US$88.4亿，共申报了 288 个公开持股仓位。
在 Q1 2025 季度，LGT Group Foundation 按市值排列的前三大核心持股分别为：MSFT (7.5%)、AAPL (6.2%)、AMZN (5.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.5% 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
VRSN
市值: US$1867.4万
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$2.3亿
在 Q1 2025 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 34 个仓位、减仓 15 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 VRSN。
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。