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
290 檔
25.8%
根据最新整理的 13F 季度数据集，LGT Group Foundation 于 Q2 2025 结束时的管理资产规模为 US$88.4亿。该机构在本季度申报了 290 档美股持仓，呈现出该时期的主要投资地图。
LGT Group Foundation 在 Q2 2025 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, AMZN, NVDA 等）合计占整体申报市值的 25.8%，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 290 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 | 9.58% | -0.31% | +5.41% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.14% | -4.31% | EXIT | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.72% | +0.61% | +5.21% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.62% | +0.94% | +6.80% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.53% | +0.60% | -12.39% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.20% | — | -3.04% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.63% | -0.20% | +0.70% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.62% | +0.95% | -5.68% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.82% | +0.07% | +3.88% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.52% | +1.30% | -16.67% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.24% | -0.22% | +8.96% | |
| 12 | ACN | Accenture plc | 股票-科技 | 2.05% | -1.13% | -7.86% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.93% | -0.74% | -7.93% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | -0.15% | +13.74% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.55% | -0.22% | +1.14% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.52% | +0.02% | +32.26% | |
| 17 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.30% | -0.16% | -34.81% | |
| 18 | TTEK | Tetra Tech Inc | 股票-工业 | 1.26% | +0.06% | +2.49% | |
| 19 | UBS | UBS Group AG | 股票-金融 | 1.25% | +0.23% | -10.35% | |
| 20 | ADSK | Autodesk Inc | 股票-科技 | 1.22% | -0.51% | +0.29% | |
| 21 | CRH | CRH plc | 股票-原材料 | 1.19% | -0.07% | +5.52% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.17% | -0.05% | +1307.86% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | +0.15% | -22.35% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | +0.06% | -3.77% | |
| 25 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.90% | -0.15% | -20.95% | |
| 26 | OC | Owens Corning | 股票-工业 | 0.88% | +0.22% | +7.45% | |
| 27 | PLD | Prologis Inc | 股票-房地产 | 0.87% | -0.05% | -1.48% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | -0.10% | +35.47% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.80% | — | -10.84% | |
| 30 | CME | Cme Group Inc | 股票-金融 | 0.77% | -0.12% | +219.08% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | -0.89% | EXIT | |
| 32 | ALC | Alcon Inc. | 股票-医疗保健 | 0.72% | -0.10% | +10.23% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.13% | -0.03% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.69% | -0.29% | +2.70% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | +0.03% | +11.53% | |
| 36 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.61% | +0.29% | +1.31% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -16.26% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.60% | -0.06% | -11.57% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.57% | -0.03% | -3.31% | |
| 40 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.57% | -0.01% | +4.04% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | +0.16% | +6.28% | |
| 42 | FAST | Fastenal Co | 股票-工业 | 0.56% | +0.02% | +129.40% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.54% | +0.02% | +2.85% | |
| 44 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.52% | — | +2.69% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.52% | -0.08% | +2.12% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.51% | +0.08% | +3.11% | |
| 47 | EFX | Equifax Inc | 股票-工业 | 0.48% | -0.01% | +2.70% | |
| 48 | PFE | Pfizer Inc | 股票-医疗保健 | 0.47% | -0.11% | +1.85% | |
| 49 | UBER | Uber Technologies Inc | 股票-工业 | 0.47% | +0.07% | -7.57% | |
| 50 | VRSN | Verisign Inc | 股票-科技 | 0.46% | -0.01% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2% | +5.41% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.3% | +5.21% | 加仓 |
| 3 | SPGI | S&p Global Inc | +1.1% | +1307.86% | 加仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -3.04% | 减仓 |
| 5 | CME | Cme Group Inc | +0.5% | +219.08% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.5% | -16.67% | 减仓 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +8.96% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +3.88% | 加仓 |
| 9 | SPOT | Spotify Technology S.A. | +0.3% | +397.88% | 加仓 |
| 10 | KO | Coca-cola Co/the | +0.2% | +32.26% | 加仓 |
| 11 | ICE | Intercontinental Exchange In | +0.2% | +35.47% | 加仓 |
| 12 | VRSN | Verisign Inc | +0.2% | +73.79% | 加仓 |
| 13 | CEG | Constellation Energy | +0.2% | +1353.05% | 加仓 |
| 14 | TTEK | Tetra Tech Inc | +0.2% | +2.49% | 加仓 |
| 15 | MS | Morgan Stanley | +0.1% | +259.93% | 加仓 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | NEW | 新建仓 |
| 17 | ADSK | Autodesk Inc | +0.1% | +0.29% | 加仓 |
| 18 | FCX | Freeport-mcmoran Inc | +0.1% | +233.18% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +13.74% | 加仓 |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.69% | 加仓 |
| 21 | FAST | Fastenal Co | +0.1% | +129.40% | 加仓 |
| 22 | EMR | Emerson Electric Co | +0.1% | +3.11% | 加仓 |
| 23 | MU | Micron Technology Inc | +0.1% | +34.34% | 加仓 |
| 24 | ORCL | Oracle CORP | +0.1% | -2.93% | 减仓 |
| 25 | INTU | Intuit Inc | 0% | -10.84% | 减仓 |
| 26 | CRH | CRH plc | — | +5.52% | 加仓 |
| 27 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.68% | 减仓 |
| 28 | FICO | Fair Isaac CORP | -0.1% | EXIT | 清仓 |
| 29 | MCK | Mckesson CORP | -0.1% | -74.51% | 减仓 |
| 30 | CRM | Salesforce Inc | -0.1% | -32.63% | 减仓 |
| 31 | ADBE | Adobe Inc | -0.1% | -30.05% | 减仓 |
| 32 | HSIC | Henry Schein Inc | -0.1% | -41.36% | 减仓 |
| 33 | MSM | Msc Industrial Direct Co-a | -0.1% | EXIT | 清仓 |
| 34 | RACE | Ferrari N.V. | -0.2% | -86.85% | 减仓 |
| 35 | TSLA | Tesla Inc | -0.2% | -39.91% | 减仓 |
| 36 | AMZN | Amazon.com Inc | -0.2% | -7.76% | 减仓 |
| 37 | WSO | Watsco Inc | -0.2% | -90.05% | 减仓 |
| 38 | COP | Conocophillips | -0.2% | +2.70% | 加仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | -24.08% | 减仓 |
| 40 | SHW | Sherwin-williams Co/the | -0.2% | -33.17% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -42.44% | 减仓 |
| 42 | BAC | Bank Of America CORP | -0.2% | -22.35% | 减仓 |
| 43 | ABNB | Airbnb Inc-class A | -0.2% | -20.95% | 减仓 |
| 44 | MA | Mastercard Inc - A | -0.2% | +0.70% | 加仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -16.26% | 减仓 |
| 46 | BNY | Bank Of New York Mellon CORP | -0.4% | -96.66% | 减仓 |
| 47 | BKNG | Booking Holdings Inc | -0.4% | -34.81% | 减仓 |
| 48 | ACN | Accenture plc | -0.5% | -7.86% | 减仓 |
| 49 | PG | Procter & Gamble Co/the | -0.5% | -7.93% | 减仓 |
| 50 | AAPL | Apple Inc | -1.6% | -12.39% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，LGT Group Foundation 在 Q2 2025 季度的美股持仓总市值约为 US$88.4亿，共申报了 290 个公开持股仓位。
在 Q2 2025 季度，LGT Group Foundation 按市值排列的前三大核心持股分别为：MSFT (9.6%)、AMZN (5.1%)、NVDA (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.6% 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
ROK
市值: US$766.1万
本季最大获利了结 / 清仓标的
MSM
前期市值: US$962.7万
在 Q2 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 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 ROK。 本季清仓仓位包含 MSM。
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。