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: 0001649647
申報總市值
US$75.9億
US$75.9億
541 檔
16.1%
Q1 2026 季度申報顯示，Edmond De Rothschild Holding S.a. 揭露的美股組合總市值為 US$75.9億，涵蓋 541 個不同之權益投資部位。
Edmond De Rothschild Holding S.a. 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 10 個全新部位及加碼 94 檔持股的同時，亦同步清倉 8 檔並減碼 84 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 GOOGL, AKAM, NVDA）占據了總市值的 16.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 541 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.09% | +0.23% | -11.06% | |
| 2 | AKAM | Akamai Technologies Inc | 股票-科技 | 4.03% | -1.10% | -6.17% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.77% | +2.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.06% | +19.36% | |
| 5 | TTE | TotalEnergies SE | 股票-其他 | 2.98% | -0.74% | +10.17% | |
| 6 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.76% | -0.01% | +195.33% | |
| 7 | SLB | Slb LTD | 股票-能源 | 2.72% | -0.65% | -29.03% | |
| 8 | MTCH | Match Group Inc | 股票-通訊服務 | 2.20% | -0.16% | +0.30% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.17% | +0.15% | -2.52% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | +1.17% | +6.56% | |
| 11 | BRKR | Bruker CORP | 股票-醫療保健 | 1.75% | +0.49% | +17.54% | |
| 12 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.66% | -0.48% | -9.82% | |
| 13 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.62% | -0.06% | +55.14% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.55% | -0.07% | +25.72% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | +0.08% | +95.45% | |
| 16 | ILMN | Illumina Inc | 股票-醫療保健 | 1.37% | +0.34% | -24.83% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | +0.11% | -1.53% | |
| 18 | NTAP | Netapp Inc | 股票-科技 | 1.25% | +0.44% | +1.92% | |
| 19 | HUBS | Hubspot Inc | 股票-科技 | 1.25% | -0.40% | +53.38% | |
| 20 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.13% | -0.12% | — | |
| 21 | WK | Workiva Inc | 股票-科技 | 1.05% | -0.24% | +29.77% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.96% | +0.19% | +3.96% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 0.95% | +0.18% | -3.40% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | -0.05% | +162.32% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.87% | -0.08% | -76.21% | |
| 26 | STLA | Stellantis N.V. | 股票-循環性消費 | 0.87% | -0.21% | +3.38% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.85% | -0.05% | -0.69% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.82% | -0.29% | +3.65% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.82% | +0.12% | +10.11% | |
| 30 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.81% | +0.24% | -0.91% | |
| 31 | TOST | Toast Inc-class A | 股票-科技 | 0.79% | -0.02% | +167.36% | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 0.78% | -0.12% | +0.86% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | +0.02% | -20.19% | |
| 34 | WM | Waste Management Inc | 股票-工業 | 0.74% | -0.03% | +3.57% | |
| 35 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.72% | +0.08% | +0.78% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.63% | +6.09% | |
| 37 | XRAY | Dentsply Sirona Inc | 股票-醫療保健 | 0.70% | -0.07% | +15.51% | |
| 38 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.67% | -0.18% | +1402.14% | |
| 39 | WY | Weyerhaeuser Co | 股票-房地產 | 0.65% | -0.04% | +42.03% | |
| 40 | CLVT | Clarivate Plc | 股票-其他 | 0.65% | -0.19% | +50.75% | |
| 41 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.65% | +0.21% | +81.62% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.05% | -4.38% | |
| 43 | NEM | Newmont CORP | 股票-原物料 | 0.65% | -0.08% | -6.74% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.64% | -0.18% | -11.97% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.01% | +4.84% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | +0.05% | -14.21% | |
| 47 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.63% | — | +25.51% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.63% | -0.63% | EXIT | |
| 49 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.62% | +0.42% | +6.17% | |
| 50 | BAX | Baxter International Inc | 股票-醫療保健 | 0.61% | +0.07% | +41.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEEV | Veeva Systems Inc-class A | +1.6% | +195.33% | 加碼 |
| 2 | TTE | TotalEnergies SE | +1.1% | +10.17% | 加碼 |
| 3 | AKAM | Akamai Technologies Inc | +0.8% | -6.17% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.6% | +95.45% | 加碼 |
| 5 | BSX | Boston Scientific CORP | +0.6% | +1402.14% | 加碼 |
| 6 | HON | Honeywell International Inc | +0.6% | +1434.28% | 加碼 |
| 7 | WFC | Wells Fargo & Co | +0.5% | +162.32% | 加碼 |
| 8 | TOST | Toast Inc-class A | +0.4% | +167.36% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.3% | +118.03% | 加碼 |
| 10 | CCC | Ccc Intelligent Solutions Ho | +0.3% | +55.14% | 加碼 |
| 11 | WY | Weyerhaeuser Co | +0.2% | +42.03% | 加碼 |
| 12 | IBN | Icici Bank Ltd-spon Adr | +0.2% | +73.12% | 加碼 |
| 13 | NEE | Nextera Energy Inc | +0.2% | +3.96% | 加碼 |
| 14 | OC | Owens Corning | +0.2% | +2463.10% | 加碼 |
| 15 | MAT | Mattel Inc | +0.2% | +500.00% | 加碼 |
| 16 | NE | Noble Corporation plc | +0.1% | -8.63% | 減碼 |
| 17 | COP | Conocophillips | +0.1% | -8.20% | 減碼 |
| 18 | BAX | Baxter International Inc | +0.1% | +41.00% | 加碼 |
| 19 | T | At&t Inc | +0.1% | +7.51% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | +6.09% | 加碼 |
| 21 | STZ | Constellation Brands Inc-a | +0.1% | +33.18% | 加碼 |
| 22 | XRAY | Dentsply Sirona Inc | +0.1% | +15.51% | 加碼 |
| 23 | AMRZ | Amrize Ltd | +0.1% | +685.16% | 加碼 |
| 24 | PTEN | Patterson-uti Energy Inc | +0.1% | -14.21% | 減碼 |
| 25 | LIN | Linde plc | +0.1% | +5.25% | 加碼 |
| 26 | CLVT | Clarivate Plc | +0.1% | +50.75% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | -6.08% | 減碼 |
| 28 | BA | Boeing Co/the | +0.1% | +2668.00% | 加碼 |
| 29 | SOXX | Ishares Semiconductor ETF | +0.1% | -0.69% | 減碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +11.90% | 加碼 |
| 31 | WM | Waste Management Inc | +0.1% | +3.57% | 加碼 |
| 32 | HAL | Halliburton Co | +0.1% | -1.93% | 減碼 |
| 33 | AEM | Agnico Eagle Mines LTD | +0.1% | -1.25% | 減碼 |
| 34 | VAL | Valaris Limited | +0.1% | -39.02% | 減碼 |
| 35 | TJX | Tjx Companies Inc | +0.1% | +6.88% | 加碼 |
| 36 | ETN | Eaton Corporation plc | +0.1% | +1.89% | 加碼 |
| 37 | HD | Home Depot Inc | +0.1% | +10.11% | 加碼 |
| 38 | GWRE | Guidewire Software Inc | +0.1% | +63.37% | 加碼 |
| 39 | MU | Micron Technology Inc | +0.1% | +107.56% | 加碼 |
| 40 | CLX | Clorox Company | +0.1% | +36.84% | 加碼 |
| 41 | PANW | Palo Alto Networks Inc | +0.1% | +40.35% | 加碼 |
| 42 | MOS | Mosaic Co/the | +0.1% | +23.26% | 加碼 |
| 43 | ONC | Beone Medicines Ltd-adr | +0.1% | +31.53% | 加碼 |
| 44 | EQX | Equinox Gold CORP | 0% | +100.18% | 加碼 |
| 45 | IAG | Iamgold CORP | 0% | +32.20% | 加碼 |
| 46 | AMD | Advanced Micro Devices | 0% | +35.79% | 加碼 |
| 47 | MHK | Mohawk Industries Inc | 0% | +22.73% | 加碼 |
| 48 | JNJ | Johnson & Johnson | 0% | +2.48% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | 0% | +4.84% | 加碼 |
| 50 | ITW | Illinois Tool Works | 0% | +16.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Edmond De Rothschild Holding S.a. 在 Q1 2026 季度的美股持倉總市值約為 US$75.9億，共申報了 541 個公開持股部位。
在 Q1 2026 季度，Edmond De Rothschild Holding S.a. 按市值排列的前三大核心持股分別為：GOOGL (4.1%)、AKAM (4.0%)、NVDA (3.3%)。其中最大持股部位 GOOGL 佔據整體投資組合約 4.1% 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$7811.3萬
本季最大獲利了結 / 清倉標的
ICLR
前期市值: US$1117.6萬
在 Q1 2026 季度中，Edmond De Rothschild Holding S.a. 共進行了 196 項持倉異動，包含新建倉 10 個部位、加碼 94 個部位、減碼 84 個部位以及清倉 8 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 ICLR。
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。