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: 0001812178
申報總市值
US$7.2億
US$7.2億
129 檔
19.7%
根據最新整理的 13F 季度數據集，Jackson Square Capital, LLC 於 Q1 2026 結束時的管理資產規模為 US$7.2億。該機構在本季度申報了 129 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Jackson Square Capital, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 42 個部位並完全清倉 40 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MU, AAPL）占據了總市值的 19.7%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 7.59% | -1.74% | +9.29% | |
| 2 | MU | Micron Technology Inc | 股票-科技 | 7.34% | +7.25% | -6.27% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.21% | -1.55% | +0.20% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.86% | -0.94% | -0.03% | |
| 5 | LITE | Lumentum Holdings Inc | 股票-科技 | 3.70% | -0.78% | -32.41% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.58% | -0.43% | +0.68% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.43% | +0.83% | -27.80% | |
| 8 | COHR | Coherent CORP | 股票-科技 | 3.32% | +0.19% | -9.30% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.90% | -0.14% | -18.00% | |
| 10 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.41% | -0.28% | -11.67% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 2.24% | +0.06% | +59.68% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 2.12% | +0.76% | +6.31% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 2.06% | +0.01% | +28.75% | |
| 14 | ANET | Arista Networks Inc | 股票-科技 | 1.94% | -0.05% | +2.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | -0.56% | -0.84% | |
| 16 | LIN | Linde plc | 股票-原物料 | 1.81% | -0.58% | +156.25% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.75% | -0.53% | +14.31% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | +0.57% | -48.32% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | -0.42% | -19.96% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.68% | +0.82% | +41.53% | |
| 21 | GEV | GE Vernova Inc | 股票-工業 | 1.66% | -0.13% | -11.74% | |
| 22 | GLW | Corning Inc | 股票-科技 | 1.54% | +0.46% | +254.10% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.44% | -0.54% | +63.14% | |
| 24 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.37% | -0.26% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.23% | -0.22% | +0.60% | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.92% | -0.24% | — | |
| 27 | DOW | Dow Inc | 股票-原物料 | 0.91% | -0.91% | EXIT | |
| 28 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.89% | +0.49% | -3.73% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.88% | -0.26% | +260.45% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.60% | +221.63% | |
| 31 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.85% | -0.21% | -51.23% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.78% | -0.70% | — | |
| 33 | GE | General Electric | 股票-工業 | 0.76% | -0.14% | +19.00% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.99% | — | |
| 35 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.76% | +0.40% | -37.51% | |
| 36 | FN | Fabrinet | 股票-科技 | 0.74% | -0.35% | -40.48% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | -0.19% | +0.05% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.70% | -0.37% | -26.69% | |
| 39 | AMKR | Amkor Technology Inc | 股票-科技 | 0.69% | -0.11% | -1.82% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.68% | -0.11% | -51.46% | |
| 41 | ASML | ASML Holding N.V. | 股票-科技 | 0.68% | +0.03% | +5.81% | |
| 42 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.62% | -0.62% | EXIT | |
| 43 | CIEN | Ciena CORP | 股票-科技 | 0.56% | -0.15% | +4.24% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | -0.01% | +2.25% | |
| 45 | T | At&t Inc | 股票-通訊服務 | 0.55% | -0.45% | -42.15% | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.55% | -0.55% | EXIT | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.12% | -31.47% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | -0.47% | EXIT | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.47% | -0.18% | -1.60% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +1.25% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.3% | +254.10% | 加碼 |
| 2 | LIN | Linde plc | +1.2% | +156.25% | 加碼 |
| 3 | CAT | Caterpillar Inc | +1.2% | +59.68% | 加碼 |
| 4 | MU | Micron Technology Inc | +1.1% | -6.27% | 減碼 |
| 5 | LITE | Lumentum Holdings Inc | +1% | -32.41% | 減碼 |
| 6 | LRCX | Lam Research CORP | +0.8% | +41.53% | 加碼 |
| 7 | VRT | Vertiv Holdings Co-a | +0.8% | -11.67% | 減碼 |
| 8 | COST | Costco Wholesale CORP | +0.7% | +63.14% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.7% | +260.45% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.7% | +221.63% | 加碼 |
| 11 | COHR | Coherent CORP | +0.7% | -9.30% | 減碼 |
| 12 | NVDA | Nvidia CORP | +0.6% | +9.29% | 加碼 |
| 13 | KLAC | Kla CORP | +0.6% | +6.31% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.6% | +28.75% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.4% | +14.31% | 加碼 |
| 16 | GILD | Gilead Sciences Inc | +0.3% | +122.28% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.3% | -11.74% | 減碼 |
| 18 | ARM | Arm Holdings Plc-adr | +0.3% | -3.73% | 減碼 |
| 19 | CIEN | Ciena CORP | +0.3% | +4.24% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.2% | +5.81% | 加碼 |
| 21 | HII | Huntington Ingalls Industrie | +0.2% | +27.27% | 加碼 |
| 22 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +132.74% | 加碼 |
| 23 | WMT | Walmart Inc | +0.1% | +12.88% | 加碼 |
| 24 | AMKR | Amkor Technology Inc | +0.1% | -1.82% | 減碼 |
| 25 | CRVS | Corvus Pharmaceuticals Inc | +0.1% | — | 不變 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.25% | 加碼 |
| 27 | GE | General Electric | +0.1% | +19.00% | 加碼 |
| 28 | AGX | Argan Inc | +0.1% | — | 不變 |
| 29 | ETR | Entergy CORP | +0.1% | — | 不變 |
| 30 | XOM | Exxon Mobil CORP | +0.1% | — | 不變 |
| 31 | LHX | L3harris Technologies Inc | +0.1% | +0.22% | 加碼 |
| 32 | TRP | Tc Energy CORP | +0.1% | +1.69% | 加碼 |
| 33 | CNQ | Canadian Natural Resources | 0% | — | 不變 |
| 34 | AEP | American Electric Power | 0% | +2.93% | 加碼 |
| 35 | WMB | Williams Cos Inc | 0% | — | 不變 |
| 36 | RTX | Rtx CORP | 0% | — | 不變 |
| 37 | ANET | Arista Networks Inc | 0% | +2.06% | 加碼 |
| 38 | WDC | Western Digital CORP | 0% | — | 不變 |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +17.62% | 加碼 |
| 40 | WELL | Welltower Inc | 0% | +1.87% | 加碼 |
| 41 | NVS | Novartis Ag-sponsored Adr | 0% | +3.78% | 加碼 |
| 42 | TT | Trane Technologies plc | 0% | — | 不變 |
| 43 | GDX | Vaneck Gold Miners ETF | 0% | +32.99% | 加碼 |
| 44 | HON | Honeywell International Inc | 0% | — | 不變 |
| 45 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 46 | MCK | Mckesson CORP | 0% | +6.83% | 加碼 |
| 47 | BRX | Brixmor Property Group Inc | 0% | — | 不變 |
| 48 | ABBV | Abbvie Inc | 0% | +0.05% | 加碼 |
| 49 | PCAR | Paccar Inc | 0% | +11.96% | 加碼 |
| 50 | MRVL | Marvell Technology Inc | 0% | -5.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jackson Square Capital, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.2億，共申報了 129 個公開持股部位。
在 Q1 2026 季度，Jackson Square Capital, LLC 按市值排列的前三大核心持股分別為：NVDA (7.6%)、MU (7.3%)、AAPL (6.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.6% 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
HWM
市值: US$654.0萬
本季最大獲利了結 / 清倉標的
CYBERARK SOFTWARE LTD. CMN
前期市值: US$1052.8萬
在 Q1 2026 季度中，Jackson Square Capital, LLC 共進行了 138 項持倉異動，包含新建倉 17 個部位、加碼 39 個部位、減碼 42 個部位以及清倉 40 個部位。 其中最大新建倉標的為 HWM。 本季清倉部位包含 CYBERARK SOFTWARE LTD. CMN。
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。