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: 0001352662
申報總市值
US$444.0億
US$444.0億
628 檔
21.6%
在 Q1 2026 申報期間，Grantham, Mayo, Van Otterloo & Co. LLC（CIK: 0001352662）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$444.0億，共持有 628 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Grantham, Mayo, Van Otterloo & Co. LLC 在獲利結算 21 檔個股的同時，將資本重新部署至 21 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOGL, JNJ）累計市值佔比達 21.6%，是驅動 Grantham, Mayo, Van Otterloo & Co. LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 628 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 | MSFT | Microsoft CORP | 股票-科技 | 5.85% | -0.12% | +17.25% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.08% | -0.14% | +3.43% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.55% | -0.48% | +2.68% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.50% | -0.04% | +3.44% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.50% | -0.13% | +5.66% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 3.77% | +1.56% | -26.11% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | -0.03% | -1.95% | |
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.15% | -0.06% | +3.74% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.65% | +0.13% | +6.75% | |
| 10 | USB | US Bancorp | 股票-金融 | 2.54% | -0.52% | +3.87% | |
| 11 | TXN | Texas Instruments Inc | 股票-科技 | 2.51% | +0.63% | +3.54% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.35% | +0.21% | +14.59% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.34% | -0.54% | +5.05% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.19% | +0.45% | +18.29% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.16% | -0.20% | +2.09% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 2.11% | -0.55% | +7.83% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.98% | -0.86% | +7.76% | |
| 18 | CI | THE Cigna Group | 股票-醫療保健 | 1.77% | -0.17% | +32.69% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.76% | +0.25% | +1.43% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.74% | +0.91% | -9.35% | |
| 21 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.73% | -0.70% | -5.16% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.61% | -0.11% | -6.00% | |
| 23 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.54% | -0.29% | +4.19% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.52% | -0.26% | -2.26% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.45% | -0.35% | +3.80% | |
| 26 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.44% | +0.03% | -23.42% | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 1.36% | -0.16% | +26.55% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.22% | +0.88% | +38978.71% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 1.00% | +0.66% | +12347.45% | |
| 30 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.94% | -0.04% | +3.69% | |
| 31 | SNPS | Synopsys Inc | 股票-科技 | 0.92% | +0.05% | — | |
| 32 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.80% | -0.20% | +5.24% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.52% | +0.16% | +18.45% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.50% | -0.08% | +0.95% | |
| 35 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.48% | -0.09% | +27.84% | |
| 36 | TD | Toronto-dominion Bank | 股票-金融 | 0.47% | — | +6.22% | |
| 37 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.43% | -0.15% | -27.18% | |
| 38 | ALB | Albemarle CORP | 股票-原物料 | 0.42% | -0.15% | -1.78% | |
| 39 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.39% | -0.09% | -2.70% | |
| 40 | TTE | TotalEnergies SE | 股票-其他 | 0.35% | -0.08% | -3.86% | |
| 41 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.35% | -0.08% | -1.94% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | -0.02% | +33.08% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.03% | -8.05% | |
| 44 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.30% | +0.10% | +7.28% | |
| 45 | ARMK | Aramark | 股票-工業 | 0.30% | +0.07% | +15.47% | |
| 46 | SEDG | Solaredge Technologies Inc | 股票-科技 | 0.29% | -0.13% | -12.03% | |
| 47 | RUN | Sunrun Inc | 股票-科技 | 0.27% | -0.03% | +44.40% | |
| 48 | GE | General Electric | 股票-工業 | 0.23% | +0.01% | +6.19% | |
| 49 | NXE | Nexgen Energy LTD | 股票-其他 | 0.22% | -0.06% | -2.73% | |
| 50 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.21% | +0.06% | +47.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | +1.2% | +38978.71% | 加碼 |
| 2 | NFLX | Netflix Inc | +1% | +12347.45% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.8% | +2.68% | 加碼 |
| 4 | CI | THE Cigna Group | +0.4% | +32.69% | 加碼 |
| 5 | TXN | Texas Instruments Inc | +0.3% | +3.54% | 加碼 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +2.09% | 加碼 |
| 7 | STZ | Constellation Brands Inc-a | +0.2% | +4.19% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.2% | +18.45% | 加碼 |
| 9 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +27.84% | 加碼 |
| 10 | KLAC | Kla CORP | +0.2% | -9.35% | 減碼 |
| 11 | UBER | Uber Technologies Inc | +0.1% | +26.55% | 加碼 |
| 12 | DGX | Quest Diagnostics Inc | +0.1% | +3.69% | 加碼 |
| 13 | TW | Tradeweb Markets Inc-class A | +0.1% | +5.24% | 加碼 |
| 14 | SEDG | Solaredge Technologies Inc | +0.1% | -12.03% | 減碼 |
| 15 | VALE | Vale Sa-sp Adr | +0.1% | +729.61% | 加碼 |
| 16 | TTE | TotalEnergies SE | +0.1% | -3.86% | 減碼 |
| 17 | DAR | Darling Ingredients Inc | +0.1% | -27.18% | 減碼 |
| 18 | ALB | Albemarle CORP | +0.1% | -1.78% | 減碼 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +33.08% | 加碼 |
| 20 | VIST | Vista Energy Sab De Cv | +0.1% | +9.12% | 加碼 |
| 21 | GPRE | Green Plains Inc | +0.1% | -2.06% | 減碼 |
| 22 | ALL | Allstate CORP | +0.1% | +143.55% | 加碼 |
| 23 | ARMK | Aramark | +0.1% | +15.47% | 加碼 |
| 24 | GSK | Gsk Plc-spon Adr | +0.1% | +0.95% | 加碼 |
| 25 | EOG | Eog Resources Inc | +0.1% | +15.89% | 加碼 |
| 26 | BNS | Bank Of Nova Scotia | +0.1% | +47.07% | 加碼 |
| 27 | T86 | Tri Pointe Homes Inc | +0.1% | +524.29% | 加碼 |
| 28 | ITRI | Itron Inc | +0.1% | +102.22% | 加碼 |
| 29 | KOS | Kosmos Energy LTD | +0.1% | -47.40% | 減碼 |
| 30 | COP | Conocophillips | +0.1% | -7.32% | 減碼 |
| 31 | UBS | UBS Group AG | +0.1% | +1325.23% | 加碼 |
| 32 | DELL | Dell Technologies -c | +0.1% | +1295.25% | 加碼 |
| 33 | BBY | Best Buy Co Inc | +0.1% | +220.46% | 加碼 |
| 34 | MDLZ | Mondelez International Inc-a | +0.1% | +26.66% | 加碼 |
| 35 | SQM | Quimica Y Minera Chil-sp Adr | +0.1% | -1.94% | 減碼 |
| 36 | NXE | Nexgen Energy LTD | 0% | -2.73% | 減碼 |
| 37 | JKHY | Jack Henry & Associates Inc | 0% | +65.57% | 加碼 |
| 38 | VOD | Vodafone Group Plc-sp Adr | 0% | -2.70% | 減碼 |
| 39 | KO | Coca-cola Co/the | 0% | -6.00% | 減碼 |
| 40 | DAL | Delta Air Lines Inc | 0% | +100.71% | 加碼 |
| 41 | CLH | Clean Harbors Inc | 0% | +24.60% | 加碼 |
| 42 | COKE | Coca-cola Consolidated Inc | 0% | +78.63% | 加碼 |
| 43 | TXT | Textron Inc | 0% | +117.42% | 加碼 |
| 44 | TGT | Target CORP | 0% | +4.27% | 加碼 |
| 45 | BMI | Badger Meter Inc | 0% | +92.37% | 加碼 |
| 46 | NOC | Northrop Grumman CORP | 0% | +121.55% | 加碼 |
| 47 | USB | US Bancorp | 0% | +3.87% | 加碼 |
| 48 | CRC | California Resources CORP | 0% | -19.14% | 減碼 |
| 49 | XOM | Exxon Mobil CORP | 0% | -13.92% | 減碼 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +52.24% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Grantham, Mayo, Van Otterloo & Co. LLC 在 Q1 2026 季度的美股持倉總市值約為 US$444.0億，共申報了 628 個公開持股部位。
在 Q1 2026 季度，Grantham, Mayo, Van Otterloo & Co. LLC 按市值排列的前三大核心持股分別為：MSFT (5.8%)、GOOGL (5.1%)、JNJ (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.8% 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
SNPS
市值: US$3.6億
本季最大獲利了結 / 清倉標的
CMA
前期市值: US$3684.2萬
在 Q1 2026 季度中，Grantham, Mayo, Van Otterloo & Co. LLC 共進行了 200 項持倉異動，包含新建倉 21 個部位、加碼 93 個部位、減碼 65 個部位以及清倉 21 個部位。 其中最大新建倉標的為 SNPS。 本季清倉部位包含 CMA。
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。