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: 0001772483
申報總市值
US$5.7億
US$5.7億
203 檔
18.9%
截至 Q1 2026 季度末，Legacy Trust 的美股持倉估值約為 US$5.7億，全數申報部位共有 203 檔。
Legacy Trust 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 16 個全新部位及加碼 67 檔持股的同時，亦同步清倉 5 檔並減碼 72 檔標的。
整體而言，Legacy Trust 的前 5 大持股（包含 AAPL, IVV, MSFT）貢獻了組合市值的 18.9%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 203 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 | AAPL | Apple Inc | 股票-科技 | 6.10% | -1.19% | +1.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.39% | +0.13% | +8.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.32% | +2.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.00% | +0.33% | +0.29% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.78% | +0.49% | -0.81% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -1.18% | -14.22% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.50% | +0.21% | -0.32% | |
| 8 | URI | United Rentals Inc | 股票-工業 | 2.43% | +1.03% | +0.78% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 2.27% | -0.70% | -0.18% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.11% | -0.10% | +2.67% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.10% | +1.97% | +2.67% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | +0.08% | +1.66% | |
| 13 | LNG | Cheniere Energy Inc | 股票-能源 | 2.03% | -0.45% | -0.08% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | -0.40% | +2.45% | |
| 15 | GWW | Ww Grainger Inc | 股票-工業 | 1.98% | +0.28% | +0.91% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 1.92% | -0.24% | +36.18% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.87% | — | +2.94% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 1.85% | +0.39% | -0.99% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.84% | +0.14% | +1.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | +0.14% | -0.29% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.63% | -0.20% | +1.19% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.13% | +1.29% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.49% | +0.02% | +4.53% | |
| 24 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.41% | +0.03% | +1.22% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | +0.01% | -38.96% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.34% | +0.04% | -4.15% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.07% | -0.24% | +2.49% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 1.02% | +0.32% | +2.50% | |
| 29 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.95% | +0.17% | +1.74% | |
| 30 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.93% | -0.03% | +3.38% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | +0.15% | +1.49% | |
| 32 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.89% | -0.89% | EXIT | |
| 33 | ALB | Albemarle CORP | 股票-原物料 | 0.88% | -0.26% | +0.38% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.24% | +1245.31% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | -0.01% | +9.88% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.80% | +0.07% | +0.16% | |
| 37 | ALLY | Ally Financial Inc | 股票-金融 | 0.78% | +0.09% | +3.65% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.74% | +0.02% | +0.71% | |
| 39 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.70% | -0.07% | +4.75% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.69% | +0.06% | +3.08% | |
| 41 | INCY | Incyte CORP | 股票-醫療保健 | 0.67% | +0.09% | +2.98% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.66% | -0.03% | +14.96% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | -0.02% | -10.08% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.63% | +0.55% | — | |
| 45 | CHWY | Chewy Inc - Class A | 股票-循環性消費 | 0.61% | -0.17% | +4.94% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | -0.03% | +2.78% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.54% | +0.07% | +13.02% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.07% | -1.11% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.13% | +14.36% | |
| 50 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.48% | -0.06% | +1.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.7% | +1245.31% | 加碼 |
| 2 | LNG | Cheniere Energy Inc | +0.7% | -0.08% | 減碼 |
| 3 | SYK | Stryker CORP | +0.5% | +36.18% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.4% | +2.67% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.81% | 減碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +8.31% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.3% | +1.19% | 加碼 |
| 8 | GWW | Ww Grainger Inc | +0.2% | +0.91% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +14.36% | 加碼 |
| 10 | ALB | Albemarle CORP | +0.2% | +0.38% | 加碼 |
| 11 | EOG | Eog Resources Inc | +0.2% | +14.79% | 加碼 |
| 12 | RTX | Rtx CORP | +0.2% | -0.18% | 減碼 |
| 13 | 6D8 | Dupont De Nemours Inc | +0.2% | +2.01% | 加碼 |
| 14 | KLAC | Kla CORP | +0.1% | — | 不變 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.53% | 加碼 |
| 16 | VLO | Valero Energy CORP | +0.1% | -0.52% | 減碼 |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.38% | 加碼 |
| 18 | CMI | Cummins Inc | +0.1% | -0.99% | 減碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +53.86% | 加碼 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +13.02% | 加碼 |
| 21 | CVX | Chevron CORP | +0.1% | -1.56% | 減碼 |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +92.62% | 加碼 |
| 23 | ALGN | Align Technology Inc | +0.1% | +11.85% | 加碼 |
| 24 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +37.31% | 加碼 |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | — | 不變 |
| 26 | PFE | Pfizer Inc | +0.1% | +27.66% | 加碼 |
| 27 | FDX | Fedex CORP | +0.1% | — | 不變 |
| 28 | NEE | Nextera Energy Inc | 0% | -1.56% | 減碼 |
| 29 | INTC | Intel CORP | 0% | -0.02% | 減碼 |
| 30 | TJX | Tjx Companies Inc | 0% | +1.61% | 加碼 |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +1.49% | 加碼 |
| 32 | FTNT | Fortinet Inc | 0% | +68.12% | 加碼 |
| 33 | KO | Coca-cola Co/the | 0% | +7.01% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | -0.43% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | 0% | +2.72% | 加碼 |
| 36 | ABBV | Abbvie Inc | 0% | +11.06% | 加碼 |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +0.71% | 加碼 |
| 38 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.16% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +9.88% | 加碼 |
| 40 | COP | Conocophillips | 0% | -4.31% | 減碼 |
| 41 | DE | Deere & Co | 0% | -0.10% | 減碼 |
| 42 | ADM | Archer-daniels-midland Co | 0% | — | 不變 |
| 43 | DVY | Ishares Select Dividend ETF | 0% | — | 不變 |
| 44 | CAT | Caterpillar Inc | 0% | -12.60% | 減碼 |
| 45 | SBUX | Starbucks CORP | 0% | -1.47% | 減碼 |
| 46 | FITB | Fifth Third Bancorp | 0% | +9.27% | 加碼 |
| 47 | PTMC | Pacer Trendpilot US Mid Cap | 0% | +11.90% | 加碼 |
| 48 | AMGN | Amgen Inc | 0% | -0.33% | 減碼 |
| 49 | HON | Honeywell International Inc | 0% | -0.43% | 減碼 |
| 50 | LIN | Linde plc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Legacy Trust 在 Q1 2026 季度的美股持倉總市值約為 US$5.7億，共申報了 203 個公開持股部位。
在 Q1 2026 季度，Legacy Trust 按市值排列的前三大核心持股分別為：AAPL (6.1%)、IVV (5.4%)、MSFT (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
ETN
市值: US$54.4萬
本季最大獲利了結 / 清倉標的
GWRE
前期市值: US$25.1萬
在 Q1 2026 季度中，Legacy Trust 共進行了 160 項持倉異動，包含新建倉 16 個部位、加碼 67 個部位、減碼 72 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 GWRE。
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。