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: 0001986389
申報總市值
US$3.4億
US$3.4億
188 檔
35.3%
在 Q2 2026 申報期間，Lazari Capital Management, Inc.（CIK: 0001986389）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$3.4億，共持有 188 個公開申報部位。
Q2 2026 數據顯示 Lazari Capital Management, Inc. 積極進場，新開立 23 個部位並同步加碼 73 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, GOOGL）累計市值佔比達 35.3%，是驅動 Lazari Capital Management, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
ORCL 6.5 01-15-29 D
市值: US$80.0萬
本季最大獲利了結 / 清倉標的
SRE
前期市值: US$236.1萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 13.28% | +1.09% | -1.03% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.26% | +0.56% | +8.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.08% | -0.53% | +4.09% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.71% | +1.35% | +2.42% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.54% | -0.02% | +1.68% | |
| 6 | UBER | Uber Technologies Inc | 股票-工業 | 4.31% | -0.29% | +3.48% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 3.60% | -0.06% | -5.34% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 2.91% | -0.55% | +0.08% | |
| 9 | BA | Boeing Co/the | 股票-工業 | 2.35% | -0.31% | +4.21% | |
| 10 | BP | Bp Plc-spons Adr | 股票-能源 | 2.08% | +0.17% | -2.20% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.59% | +2.50% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.55% | -0.18% | -1.48% | |
| 13 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.50% | +0.05% | -4.96% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.40% | +0.01% | +0.18% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.25% | -0.01% | -0.46% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.21% | +0.11% | +31.20% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | -0.06% | +0.19% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.11% | -0.21% | -0.33% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | -0.12% | -12.29% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.05% | -0.93% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.85% | -0.02% | -3.80% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.79% | -0.03% | +403.97% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.05% | +91.85% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | -0.04% | +0.75% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.69% | EXIT | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.66% | -0.02% | -0.96% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | -0.02% | -0.32% | |
| 28 | BE | Bloom Energy Corp- A | 股票-工業 | 0.61% | -0.08% | — | |
| 29 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 0.60% | -0.08% | — | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.01% | +0.87% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | -0.09% | -0.78% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | -0.07% | -0.81% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.01% | -17.71% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.50% | -0.07% | +7.36% | |
| 35 | TTAN | Servicetitan Inc-a | 股票-科技 | 0.49% | +0.19% | +45.05% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | +0.01% | +0.95% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.48% | -0.06% | -0.63% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.48% | +0.05% | -1.40% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | -0.03% | -0.45% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | -0.04% | -0.14% | |
| 41 | ARCC | Ares Capital CORP | 股票-金融 | 0.46% | -0.02% | +33.53% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.45% | -0.06% | -2.66% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | -0.03% | -0.27% | |
| 44 | MO | Altria Group Inc | 股票-非循環性消費 | 0.41% | -0.05% | -0.58% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.38% | -0.10% | -8.13% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.38% | +0.06% | -4.98% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.06% | +0.27% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.35% | +0.03% | -0.80% | |
| 49 | FISV | Fiserv Inc | 股票-其他 | 0.35% | +0.01% | +167.35% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | -0.05% | -8.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.1% | -5.34% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +4.09% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.6% | +8.38% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +91.85% | 加碼 |
| 5 | BE | Bloom Energy Corp- A | +0.3% | — | 不變 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | -0.33% | 減碼 |
| 7 | ORCL 6.5 01-15-29 D債券 | Oracle CORP | +0.3% | NEW | 新建倉 |
| 8 | MU | Micron Technology Inc | +0.2% | +1.15% | 加碼 |
| 9 | FISV | Fiserv Inc | +0.2% | +167.35% | 加碼 |
| 10 | INTC | Intel CORP | +0.2% | -2.32% | 減碼 |
| 11 | ✓ | +0.2% | NEW | 新建倉 | |
| 12 | AMZN | Amazon.com Inc | +0.2% | +1.68% | 加碼 |
| 13 | NOW | Servicenow Inc | +0.2% | NEW | 新建倉 |
| 14 | TTAN | Servicetitan Inc-a | +0.2% | +45.05% | 加碼 |
| 15 | LRCX | Lam Research CORP | +0.1% | -5.73% | 減碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | -0.18% | 減碼 |
| 17 | STX | Seagate Technology Holdings plc | +0.1% | +0.56% | 加碼 |
| 18 | RKLB | Rocket Lab CORP | +0.1% | NEW | 新建倉 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.75% | 加碼 |
| 20 | ARCC | Ares Capital CORP | +0.1% | +33.53% | 加碼 |
| 21 | ASML | ASML Holding N.V. | +0.1% | +6.87% | 加碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建倉 |
| 23 | DAL | Delta Air Lines Inc | +0.1% | NEW | 新建倉 |
| 24 | CAT | Caterpillar Inc | +0.1% | -8.13% | 減碼 |
| 25 | OUST | Ouster Inc | +0.1% | NEW | 新建倉 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | NEW | 新建倉 |
| 27 | MLI | Mueller Industries Inc | +0.1% | NEW | 新建倉 |
| 28 | MET | Metlife Inc | +0.1% | NEW | 新建倉 |
| 29 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | 新建倉 |
| 30 | BXP | Bxp Inc | +0.1% | NEW | 新建倉 |
| 31 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | NEW | 新建倉 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.11% | 減碼 |
| 33 | KO | Coca-cola Co/the | +0.1% | NEW | 新建倉 |
| 34 | KMB | Kimberly-clark CORP | +0.1% | NEW | 新建倉 |
| 35 | KEY | Keycorp | +0.1% | NEW | 新建倉 |
| 36 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | 新建倉 |
| 37 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | 新建倉 |
| 38 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +403.97% | 加碼 |
| 39 | LLY | Eli Lilly & Co | +0.1% | -0.27% | 減碼 |
| 40 | GRAB | Grab Holdings Limited | +0.1% | +366.67% | 加碼 |
| 41 | GE | General Electric | 0% | -0.08% | 減碼 |
| 42 | MS | Morgan Stanley | 0% | -0.06% | 減碼 |
| 43 | BFLY | Butterfly Network Inc | 0% | — | 不變 |
| 44 | BAC | Bank Of America CORP | 0% | -1.48% | 減碼 |
| 45 | ABBV | Abbvie Inc | 0% | -0.46% | 減碼 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.19% | 加碼 |
| 47 | AXP | American Express Co | 0% | +7.36% | 加碼 |
| 48 | C | Citigroup Inc | 0% | -2.66% | 減碼 |
| 49 | GEV | GE Vernova Inc | 0% | -0.53% | 減碼 |
| 50 | VFMO | Vanguard US Momentum Factor | 0% | +0.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lazari Capital Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$3.4億，共申報了 188 個公開持股部位。
在 Q2 2026 季度，Lazari Capital Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (13.3%)、NVDA (6.3%)、GOOGL (6.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.3% 的權重。
在 Q2 2026 季度中，Lazari Capital Management, Inc. 共進行了 173 項持倉異動，包含新建倉 23 個部位、加碼 73 個部位、減碼 67 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ORCL 6.5 01-15-29 D。 本季清倉部位包含 SRE。
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。
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。
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。