13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000312069
申報總市值
US$5208.2億
US$5208.2億
4325 檔
27.4%
在 Q1 2026 申報期間，Barclays PLC（CIK: 0000312069）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$5208.2億，共持有 4325 個公開申報部位。
數據顯示 Barclays PLC 於 Q1 2026 季度持續回收資金，對 121 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Barclays PLC 的前 5 大核心持股（包含 EEM, MSFT, SPY 等）合計佔整體申報市值的 27.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 4325 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 10.19% | +2.54% | +6426.51% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.07% | -1.72% | +195.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.88% | +5.13% | -52.94% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.11% | -1.41% | +8.82% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.00% | +1.72% | -9.76% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.81% | +0.17% | +0.81% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.54% | -0.44% | -1.83% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.10% | -0.55% | -1.94% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | -0.23% | -23.50% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.63% | +6.59% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | -0.33% | +0.52% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.23% | +0.01% | -32.43% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.07% | +0.03% | -1.98% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.36% | +28.77% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | -0.31% | -9.87% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.88% | -0.33% | +591.10% | |
| 17 | MU | Micron Technology Inc | 股票-科技 | 0.84% | +1.62% | -0.13% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | +0.46% | -12.51% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.29% | -11.98% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.43% | +174.86% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.07% | -8.81% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.57% | -0.13% | -4.27% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | -0.08% | -20.82% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | -0.18% | +12.83% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | -0.19% | -28.16% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.22% | +29.24% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | -0.12% | -2.99% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.42% | +0.25% | -23.14% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.04% | +24.33% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | -0.17% | +46.31% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.40% | +0.17% | +73.67% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.38% | -0.20% | -30.39% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.13% | +19.40% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.37% | +0.14% | -16.94% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.36% | -0.28% | +116.76% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.36% | -0.13% | +276.31% | |
| 37 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.33% | -0.17% | +111.18% | |
| 38 | AEP | American Electric Power | 股票-公用事業 | 0.33% | -0.15% | -2.44% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.32% | -0.11% | -7.47% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.31% | -0.06% | +15.54% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.31% | -0.31% | -3.47% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.31% | -0.08% | -9.44% | |
| 43 | LRCX | Lam Research CORP | 股票-科技 | 0.31% | +0.26% | -20.27% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.29% | +0.01% | -15.03% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.27% | -0.11% | +44.29% | |
| 46 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.26% | -0.02% | — | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.26% | +0.01% | +17.04% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.25% | +0.09% | -8.08% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.24% | -0.13% | +91.07% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.24% | — | -26.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +10% | +6426.51% | 加碼 |
| 2 | MSFT | Microsoft CORP | +4.5% | +195.50% | 加碼 |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.8% | +591.10% | 加碼 |
| 4 | WMT | Walmart Inc | +0.5% | +174.86% | 加碼 |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +276.31% | 加碼 |
| 6 | AZN | AstraZeneca PLC | +0.3% | NEW | 新建倉 |
| 7 | CAT | Caterpillar Inc | +0.2% | +73.67% | 加碼 |
| 8 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +12062.84% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.2% | +116.76% | 加碼 |
| 10 | TMUS | T-mobile US Inc | +0.2% | +111.18% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +46.31% | 加碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +2169.84% | 加碼 |
| 13 | EWY | Ishares Msci South Korea ETF | +0.2% | +549.60% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +28.77% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | +0.2% | +19.40% | 加碼 |
| 16 | MU | Micron Technology Inc | +0.1% | -0.13% | 減碼 |
| 17 | KO | Coca-cola Co/the | +0.1% | +91.07% | 加碼 |
| 18 | MASI* | Masimo CORP | +0.1% | +4601.99% | 加碼 |
| 19 | COP | Conocophillips | +0.1% | +69.67% | 加碼 |
| 20 | GLD | Spdr Gold Shares | +0.1% | +108.77% | 加碼 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | -2.99% | 減碼 |
| 22 | BKLN | Invesco Senior Loan ETF | +0.1% | +12973.02% | 加碼 |
| 23 | MCK | Mckesson CORP | +0.1% | +159.12% | 加碼 |
| 24 | PPL | Ppl CORP | +0.1% | +174.59% | 加碼 |
| 25 | WBD | Warner Bros Discovery Inc | +0.1% | +74.25% | 加碼 |
| 26 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +180.31% | 加碼 |
| 27 | NVDA | Nvidia CORP | +0.1% | +8.82% | 加碼 |
| 28 | LITE | Lumentum Holdings Inc | +0.1% | +71.16% | 加碼 |
| 29 | MS | Morgan Stanley | +0.1% | +44.29% | 加碼 |
| 30 | NRG | Nrg Energy Inc | +0.1% | +304.14% | 加碼 |
| 31 | BNS | Bank Of Nova Scotia | +0.1% | +406.31% | 加碼 |
| 32 | VLO | Valero Energy CORP | +0.1% | -4.70% | 減碼 |
| 33 | CVX | Chevron CORP | +0.1% | +6.68% | 加碼 |
| 34 | LMT | Lockheed Martin CORP | +0.1% | +79.61% | 加碼 |
| 35 | SNDK | Sandisk CORP | +0.1% | +36.02% | 加碼 |
| 36 | VXX | Ipath Series B S&p 500 Vix | +0.1% | +406.32% | 加碼 |
| 37 | GLW | Corning Inc | +0.1% | +73.73% | 加碼 |
| 38 | NWSA | News CORP - Class A | +0.1% | +96.93% | 加碼 |
| 39 | CDNS | Cadence Design Sys Inc | +0.1% | +56.44% | 加碼 |
| 40 | BMO | Bank Of Montreal | +0.1% | +5376.42% | 加碼 |
| 41 | CMS | Cms Energy CORP | +0.1% | +368.83% | 加碼 |
| 42 | PM | Philip Morris International | +0.1% | +27.00% | 加碼 |
| 43 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.81% | 加碼 |
| 44 | CCJ | Cameco CORP | +0.1% | +123.85% | 加碼 |
| 45 | COF | Capital One Financial CORP | 0% | +96.22% | 加碼 |
| 46 | WM | Waste Management Inc | 0% | +34.05% | 加碼 |
| 47 | CARR | Carrier Global CORP | 0% | +189.36% | 加碼 |
| 48 | PGR | Progressive CORP | 0% | +58.15% | 加碼 |
| 49 | IAG | Iamgold CORP | 0% | +2096.74% | 加碼 |
| 50 | BAC | Bank Of America CORP | 0% | +24.33% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Barclays PLC 在 Q1 2026 季度的美股持倉總市值約為 US$5208.2億，共申報了 4325 個公開持股部位。
在 Q1 2026 季度，Barclays PLC 按市值排列的前三大核心持股分別為：EEM (10.2%)、MSFT (8.1%)、SPY (7.9%)。其中最大持股部位 EEM 佔據整體投資組合約 10.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AZN
市值: US$10.9億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$2.8億
在 Q1 2026 季度中，Barclays PLC 共進行了 200 項持倉異動，包含新建倉 1 個部位、加碼 75 個部位、減碼 121 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。