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: 0002043136
申報總市值
US$4.6億
US$4.6億
162 檔
30.8%
在 Q1 2026 的 13F 官方備案中，Generali Investments, Management Co LLC 管理的美股投資組合規模來到 US$4.6億，整體持股檔數為 162 檔。
在 Q1 2026 期間，Generali Investments, Management Co LLC 展現了靈活的資產再平衡步調，透過出清 9 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, AMZN, GOOGL）累計市值佔比達 30.8%，是驅動 Generali Investments, Management Co LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 7.84% | +1.49% | +0.98% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.80% | — | -0.89% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.66% | +1.35% | -5.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.58% | -0.42% | +51.20% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.06% | -0.01% | +1.54% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.43% | +0.62% | -28.83% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 4.37% | -0.82% | -38.49% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.80% | +1.09% | +8.10% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.58% | -1.58% | -14.27% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.01% | -1.52% | +183.38% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | -2.00% | EXIT | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.86% | +0.80% | -23.85% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.76% | -0.65% | +58.42% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | +0.12% | -10.11% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.42% | -0.39% | -45.87% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.37% | +0.26% | -10.25% | |
| 17 | PFE | Pfizer Inc | 股票-醫療保健 | 1.24% | -0.25% | +32.45% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.21% | +0.43% | -12.14% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.16% | -0.34% | — | |
| 20 | DOW | Dow Inc | 股票-原物料 | 1.09% | -0.88% | — | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.07% | +0.01% | +562.93% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.05% | -0.18% | +16.90% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.03% | -0.14% | -35.96% | |
| 24 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.96% | -0.71% | +110.18% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 0.89% | -0.17% | +19.67% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.74% | -22.64% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 0.83% | -0.66% | +111.32% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.75% | -0.45% | +241.15% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.70% | +0.08% | -4.08% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.68% | -0.04% | -62.25% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.06% | -18.24% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.64% | -0.05% | +274.54% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.05% | -33.51% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.56% | -0.02% | -21.35% | |
| 35 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 0.56% | -0.31% | +148.13% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.55% | -0.02% | -15.33% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | -0.09% | -19.15% | |
| 38 | D | Dominion Energy Inc | 股票-公用事業 | 0.53% | -0.16% | +2.85% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.10% | -68.64% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | -0.03% | -0.89% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.50% | +0.06% | -42.45% | |
| 42 | LRCX | Lam Research CORP | 股票-科技 | 0.50% | +0.04% | -72.21% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | +0.14% | +3.81% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.50% | -0.23% | +74.06% | |
| 45 | EMR | Emerson Electric Co | 股票-工業 | 0.50% | +0.47% | +119.87% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.42% | -42.58% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.46% | +0.05% | -74.48% | |
| 48 | DELL | Dell Technologies -c | 股票-科技 | 0.45% | -0.33% | -56.45% | |
| 49 | EQT | Eqt CORP | 股票-能源 | 0.43% | -0.24% | +25.44% | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.43% | +0.02% | -23.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | +51.20% | 加碼 |
| 2 | ORCL | Oracle CORP | +1.2% | +183.38% | 加碼 |
| 3 | CVX | Chevron CORP | +1.1% | +58.42% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +1% | +17.21% | 加碼 |
| 5 | NOW | Servicenow Inc | +0.9% | +562.93% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.7% | +0.98% | 加碼 |
| 7 | PFE | Pfizer Inc | +0.5% | +32.45% | 加碼 |
| 8 | RTX | Rtx CORP | +0.5% | +274.54% | 加碼 |
| 9 | AAPL | Apple Inc | +0.5% | +1.54% | 加碼 |
| 10 | INTU | Intuit Inc | +0.5% | +241.15% | 加碼 |
| 11 | VEEV | Veeva Systems Inc-class A | +0.5% | +110.18% | 加碼 |
| 12 | ADBE | Adobe Inc | +0.4% | +111.32% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.3% | -10.11% | 減碼 |
| 14 | NET | Cloudflare Inc - Class A | +0.3% | +894.77% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.3% | +8.10% | 加碼 |
| 16 | ZETA | Zeta Global Holdings Corp-a | +0.3% | +148.13% | 加碼 |
| 17 | EMR | Emerson Electric Co | +0.3% | +119.87% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.3% | -0.89% | 減碼 |
| 19 | GEV | GE Vernova Inc | +0.3% | +205.89% | 加碼 |
| 20 | PSX | Phillips 66 | +0.2% | +93.11% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.2% | +57.96% | 加碼 |
| 22 | COP | Conocophillips | +0.2% | +47.17% | 加碼 |
| 23 | SYK | Stryker CORP | +0.2% | +19.67% | 加碼 |
| 24 | FTV | Fortive CORP | +0.2% | +1560.88% | 加碼 |
| 25 | EQT | Eqt CORP | +0.2% | +25.44% | 加碼 |
| 26 | MCD | Mcdonald's CORP | +0.2% | — | 不變 |
| 27 | MRK | Merck & Co. Inc. | +0.2% | -12.14% | 減碼 |
| 28 | WMB | Williams Cos Inc | +0.2% | +62.43% | 加碼 |
| 29 | STLD | Steel Dynamics Inc | +0.2% | +68.98% | 加碼 |
| 30 | EBAY | Ebay Inc | +0.2% | +413.29% | 加碼 |
| 31 | CRM | Salesforce Inc | +0.2% | +74.06% | 加碼 |
| 32 | VLO | Valero Energy CORP | +0.1% | +75.50% | 加碼 |
| 33 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +43.42% | 加碼 |
| 34 | AMGN | Amgen Inc | +0.1% | -4.08% | 減碼 |
| 35 | SLB | Slb LTD | +0.1% | +439.08% | 加碼 |
| 36 | D | Dominion Energy Inc | +0.1% | +2.85% | 加碼 |
| 37 | FCX | Freeport-mcmoran Inc | +0.1% | +134.62% | 加碼 |
| 38 | MPWR | Monolithic Power Systems Inc | +0.1% | +123.05% | 加碼 |
| 39 | ISRG | Intuitive Surgical Inc | +0.1% | +16.90% | 加碼 |
| 40 | RMD | Resmed Inc | +0.1% | +80.77% | 加碼 |
| 41 | APH | Amphenol Corp-cl A | +0.1% | +30.07% | 加碼 |
| 42 | WMT | Walmart Inc | +0.1% | -1.05% | 減碼 |
| 43 | REGN | Regeneron Pharmaceuticals | +0.1% | +9.43% | 加碼 |
| 44 | NFLX | Netflix Inc | +0.1% | -14.27% | 減碼 |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +39.56% | 加碼 |
| 46 | COR | Cencora Inc | +0.1% | +40.41% | 加碼 |
| 47 | BMY | Bristol-myers Squibb Co | +0.1% | +7.02% | 加碼 |
| 48 | HD | Home Depot Inc | +0.1% | +3.81% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | +0.1% | -0.89% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Generali Investments, Management Co LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.6億，共申報了 162 個公開持股部位。
在 Q1 2026 季度，Generali Investments, Management Co LLC 按市值排列的前三大核心持股分別為：NVDA (7.8%)、AMZN (6.8%)、GOOGL (6.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.8% 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
DOW
市值: US$467.1萬
本季最大獲利了結 / 清倉標的
LIN
前期市值: US$157.6萬
在 Q1 2026 季度中，Generali Investments, Management Co LLC 共進行了 146 項持倉異動，包含新建倉 7 個部位、加碼 60 個部位、減碼 70 個部位以及清倉 9 個部位。 其中最大新建倉標的為 DOW。 本季清倉部位包含 LIN。
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。