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。
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CIK: 0001911278
申报总市值
US$88.4亿
US$88.4亿
283 檔
25.3%
在 Q1 2026 的 13F 官方备案中，LGT Group Foundation 管理的美股投资组合规模来到 US$88.4亿，整体持股档数为 283 档。
在 Q1 2026，LGT Group Foundation 展现出较为审慎的避险与获利了结姿态。本季共减仓 100 个仓位并完全清仓 17 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，LGT Group Foundation 的前 5 大核心持股（包含 MSFT, GOOGL, AAPL 等）合计占整体申报市值的 25.3%，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 | 6.57% | -0.31% | -4.67% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.98% | +0.95% | +9.42% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.22% | +0.60% | -4.45% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | +0.61% | -1.76% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.49% | +0.94% | -18.21% | |
| 6 | AZN | AstraZeneca PLC | 股票-医疗保健 | 4.48% | -0.29% | — | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.31% | -4.31% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.29% | +0.07% | +7.79% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.90% | -0.20% | -3.71% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.75% | -0.22% | +36.46% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.43% | -0.22% | +5.90% | |
| 12 | TTE | TotalEnergies SE | 股票-其他 | 2.20% | -0.39% | -6.40% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | +1.30% | -9.31% | |
| 14 | CRH | CRH plc | 股票-原材料 | 2.08% | -0.07% | +0.65% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.80% | -0.74% | -0.09% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | -0.30% | +17.97% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.61% | +0.23% | -6.34% | |
| 18 | ACN | Accenture plc | 股票-科技 | 1.49% | -1.13% | -3.31% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | +0.03% | +24.47% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | -0.15% | -0.83% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.30% | -0.05% | -0.11% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.26% | +0.02% | -9.70% | |
| 23 | TTEK | Tetra Tech Inc | 股票-工业 | 1.16% | +0.06% | +3.28% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.10% | +0.16% | +27.64% | |
| 25 | PLD | Prologis Inc | 股票-房地产 | 0.98% | -0.05% | +1.84% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.90% | +0.06% | +3.95% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | -0.89% | EXIT | |
| 28 | CB | Chubb Limited | 股票-金融 | 0.81% | -0.13% | +1.45% | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 0.80% | -0.51% | -5.19% | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 0.76% | -0.11% | +10.90% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.08% | +18.30% | |
| 32 | BLK | Blackrock Inc | 股票-金融 | 0.70% | +0.02% | +7.90% | |
| 33 | FAST | Fastenal Co | 股票-工业 | 0.66% | +0.02% | +3.57% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | — | +38.93% | |
| 35 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.62% | +0.29% | -0.75% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | +0.15% | -40.19% | |
| 37 | OC | Owens Corning | 股票-工业 | 0.61% | +0.22% | -10.01% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.61% | -0.02% | +45.85% | |
| 39 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.60% | -0.16% | -36.63% | |
| 40 | ALC | Alcon Inc. | 股票-医疗保健 | 0.58% | -0.10% | -31.33% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +0.76% | +86.17% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.55% | +0.08% | +7.08% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.54% | -0.29% | +7.71% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | +0.01% | +35.18% | |
| 45 | WDC | Western Digital CORP | 股票-科技 | 0.51% | +0.15% | -5.71% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +0.21% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.43% | +0.28% | -4.76% | |
| 48 | CME | Cme Group Inc | 股票-金融 | 0.41% | -0.12% | -6.91% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.02% | +2.24% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.40% | -0.03% | +11.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +1.2% | +36.46% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.8% | +17.97% | 加仓 |
| 3 | TTE | TotalEnergies SE | +0.7% | -6.40% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +9.42% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.6% | +24.47% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.3% | +86.17% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +7.79% | 加仓 |
| 8 | ABBV | Abbvie Inc | +0.3% | +27.64% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +117.85% | 加仓 |
| 10 | MCD | Mcdonald's CORP | +0.2% | +45.85% | 加仓 |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +38.93% | 加仓 |
| 12 | COP | Conocophillips | +0.2% | +7.71% | 加仓 |
| 13 | PEP | Pepsico Inc | +0.2% | +18.30% | 加仓 |
| 14 | PFE | Pfizer Inc | +0.2% | +10.90% | 加仓 |
| 15 | COST | Costco Wholesale CORP | +0.2% | +495.48% | 加仓 |
| 16 | WDC | Western Digital CORP | +0.2% | -5.71% | 减仓 |
| 17 | PG | Procter & Gamble Co/the | +0.2% | -0.09% | 减仓 |
| 18 | MDT | Medtronic plc | +0.2% | +239.20% | 加仓 |
| 19 | GE | General Electric | +0.2% | +186.14% | 加仓 |
| 20 | SNPS | Synopsys Inc | +0.2% | +1489.60% | 加仓 |
| 21 | SYK | Stryker CORP | +0.2% | +328.04% | 加仓 |
| 22 | AMD | Advanced Micro Devices | +0.2% | +186.17% | 加仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +35.18% | 加仓 |
| 24 | FAST | Fastenal Co | +0.2% | +3.57% | 加仓 |
| 25 | CVX | Chevron CORP | +0.1% | +2.24% | 加仓 |
| 26 | PLD | Prologis Inc | +0.1% | +1.84% | 加仓 |
| 27 | CB | Chubb Limited | +0.1% | +1.45% | 加仓 |
| 28 | NVDA | Nvidia CORP | +0.1% | -1.76% | 减仓 |
| 29 | EQIX | Equinix Inc | +0.1% | +52.73% | 加仓 |
| 30 | KO | Coca-cola Co/the | +0.1% | -9.70% | 减仓 |
| 31 | VZ | Verizon Communications Inc | +0.1% | +10.93% | 加仓 |
| 32 | HD | Home Depot Inc | +0.1% | +3.95% | 加仓 |
| 33 | EMR | Emerson Electric Co | +0.1% | +7.08% | 加仓 |
| 34 | WAT | Waters CORP | +0.1% | +125.94% | 加仓 |
| 35 | MPC | Marathon Petroleum CORP | +0.1% | +3.06% | 加仓 |
| 36 | CAT | Caterpillar Inc | +0.1% | +283.62% | 加仓 |
| 37 | WMT | Walmart Inc | +0.1% | +8.64% | 加仓 |
| 38 | META | Meta Platforms Inc-class A | +0.1% | +5.90% | 加仓 |
| 39 | FIX | Comfort Systems USA Inc | +0.1% | +298.63% | 加仓 |
| 40 | EME | Emcor Group Inc | +0.1% | +13.13% | 加仓 |
| 41 | BLK | Blackrock Inc | +0.1% | +7.90% | 加仓 |
| 42 | TXN | Texas Instruments Inc | +0.1% | +0.90% | 加仓 |
| 43 | SPG | Simon Property Group Inc | 0% | +17.45% | 加仓 |
| 44 | AME | Ametek Inc | 0% | -1.53% | 减仓 |
| 45 | TTEK | Tetra Tech Inc | 0% | +3.28% | 加仓 |
| 46 | DKS | Dick's Sporting Goods Inc | 0% | +406.34% | 加仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.21% | 加仓 |
| 48 | ENB | Enbridge Inc | 0% | -1.75% | 减仓 |
| 49 | O | Realty Income CORP | 0% | +1.57% | 加仓 |
| 50 | KLAC | Kla CORP | 0% | -7.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，LGT Group Foundation 在 Q1 2026 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 Q1 2026 季度，LGT Group Foundation 按市值排列的前三大核心持股分别为：MSFT (6.6%)、GOOGL (6.0%)、AAPL (5.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.6% 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
AZN
市值: US$3.7亿
本季最大获利了结 / 清仓标的
TSM
前期市值: US$3.9亿
在 Q1 2026 季度中，LGT Group Foundation 共进行了 200 项持仓异动，包含新建仓 10 个仓位、加仓 73 个仓位、减仓 100 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 TSM。
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。