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: 0001911278
申報總市值
US$88.4億
US$88.4億
283 檔
19.6%
截至 Q3 2024 季度末，LGT Group Foundation 的美股持倉估值約為 US$88.4億，全數申報部位共有 283 檔。
Q3 2024 的申報記錄反映 LGT Group Foundation 的板塊替換策略：機構本季推動了 24 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, AMZN）占據了總市值的 19.6%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 283 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 | 8.28% | -0.31% | -13.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.82% | +0.60% | -1.59% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.92% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.43% | +0.94% | -23.16% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.94% | +0.95% | -13.70% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.61% | +13.04% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.02% | -0.20% | -25.58% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.54% | — | -37.63% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.36% | -1.13% | -26.54% | |
| 10 | UBS | UBS Group AG | 股票-金融 | 2.18% | +0.23% | +27.14% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.16% | +1.30% | +812.32% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.93% | +0.06% | +6.34% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | +0.07% | +1.06% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.67% | +0.15% | +5.35% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.47% | -0.74% | -36.63% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | -0.15% | +14.30% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.36% | +0.01% | +6.08% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | -0.22% | -8.44% | |
| 19 | CRH | CRH plc | 股票-原物料 | 1.14% | -0.07% | -51.41% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.12% | -0.22% | -47.05% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.10% | +0.01% | +11.15% | |
| 22 | FTNT | Fortinet Inc | 股票-科技 | 1.05% | -0.06% | -8.80% | |
| 23 | COP | Conocophillips | 股票-能源 | 1.04% | -0.29% | +33.99% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.02% | -0.10% | +3.80% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.00% | -0.07% | +3.27% | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.99% | -0.13% | +5.84% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | -0.89% | EXIT | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.99% | +0.02% | -28.71% | |
| 29 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.99% | -0.16% | +13.81% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.01% | +5.63% | |
| 31 | ALC | Alcon Inc. | 股票-醫療保健 | 0.94% | -0.10% | +2.55% | |
| 32 | TTEK | Tetra Tech Inc | 股票-工業 | 0.94% | +0.06% | +148.69% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | +0.03% | -23.59% | |
| 34 | NYT | New York Times Co-a | 股票-通訊服務 | 0.83% | -0.06% | +6.00% | |
| 35 | FAST | Fastenal Co | 股票-工業 | 0.78% | +0.02% | +3.92% | |
| 36 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.77% | — | -1.11% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.68% | — | +19.63% | |
| 38 | AME | Ametek Inc | 股票-工業 | 0.66% | — | +7.29% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +6.64% | |
| 40 | LOGI | Logitech International S.A. | 股票-科技 | 0.63% | -0.01% | +6.77% | |
| 41 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.60% | — | +0.47% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.59% | +0.32% | +16.58% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.58% | -0.16% | -7.62% | |
| 44 | ADSK | Autodesk Inc | 股票-科技 | 0.57% | -0.51% | -53.08% | |
| 45 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.53% | +0.29% | -48.63% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.47% | +0.28% | +108.03% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.44% | -0.03% | +1.41% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | +0.16% | +68.06% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.07% | -16.85% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.30% | +11.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.5% | -37.63% | 減碼 |
| 2 | CB | Chubb Limited | +1% | +5.84% | 加碼 |
| 3 | AAPL | Apple Inc | +0.6% | -1.59% | 減碼 |
| 4 | UBS | UBS Group AG | +0.6% | +27.14% | 加碼 |
| 5 | HD | Home Depot Inc | +0.5% | +6.34% | 加碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.4% | +11.15% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | +13.04% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.3% | +14.30% | 加碼 |
| 9 | ✓ | Cyberark Software LTD. Cmn | +0.3% | NEW | 新建倉 |
| 10 | COP | Conocophillips | +0.3% | +33.99% | 加碼 |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +108.03% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.2% | +19.63% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.2% | +68.06% | 加碼 |
| 14 | ICE | Intercontinental Exchange In | +0.2% | +3.80% | 加碼 |
| 15 | FTNT | Fortinet Inc | +0.2% | -8.80% | 減碼 |
| 16 | BKNG | Booking Holdings Inc | +0.2% | +13.81% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.2% | +3.27% | 加碼 |
| 18 | ALC | Alcon Inc. | +0.2% | +2.55% | 加碼 |
| 19 | FAST | Fastenal Co | +0.2% | +3.92% | 加碼 |
| 20 | AMD | Advanced Micro Devices | +0.1% | +101.62% | 加碼 |
| 21 | NYT | New York Times Co-a | +0.1% | +6.00% | 加碼 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +16.58% | 加碼 |
| 23 | FCX | Freeport-mcmoran Inc | +0.1% | +258.37% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.64% | 加碼 |
| 25 | HSIC | Henry Schein Inc | +0.1% | +37.78% | 加碼 |
| 26 | GE | General Electric | +0.1% | +173.49% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -19.69% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.1% | -23.59% | 減碼 |
| 29 | T | At&t Inc | -0.1% | -69.06% | 減碼 |
| 30 | MTZ | Mastec Inc | -0.1% | -96.88% | 減碼 |
| 31 | COHR | Coherent CORP | -0.1% | -96.65% | 減碼 |
| 32 | INTU | Intuit Inc | -0.2% | -38.73% | 減碼 |
| 33 | KO | Coca-cola Co/the | -0.2% | -28.71% | 減碼 |
| 34 | CRH | CRH plc | -0.2% | -51.41% | 減碼 |
| 35 | ACN | Accenture plc | -0.3% | -26.54% | 減碼 |
| 36 | AMRC | Ameresco Inc-cl A | -0.3% | -73.51% | 減碼 |
| 37 | MA | Mastercard Inc - A | -0.5% | -25.58% | 減碼 |
| 38 | BSX | Boston Scientific CORP | -0.5% | -69.90% | 減碼 |
| 39 | ADSK | Autodesk Inc | -0.5% | -53.08% | 減碼 |
| 40 | PLD | Prologis Inc | -0.5% | EXIT | 清倉 |
| 41 | WST | West Pharmaceutical Services | -0.6% | -48.63% | 減碼 |
| 42 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清倉 |
| 43 | NEE | Nextera Energy Inc | -0.6% | -47.05% | 減碼 |
| 44 | TTEK | Tetra Tech Inc | -0.7% | +148.69% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -0.7% | -36.63% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.7% | -12.12% | 減碼 |
| 47 | ABNB | Airbnb Inc-class A | -0.7% | -61.15% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.9% | -13.70% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -1.2% | -23.16% | 減碼 |
| 50 | MSFT | Microsoft CORP | -1.6% | -13.28% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LGT Group Foundation 在 Q3 2024 季度的美股持倉總市值約為 US$88.4億，共申報了 283 個公開持股部位。
在 Q3 2024 季度，LGT Group Foundation 按市值排列的前三大核心持股分別為：MSFT (8.3%)、AAPL (6.8%)、AMZN (4.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.3% 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
CYBERARK SOFTWARE LTD. CMN
市值: US$1641.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$3517.6萬
在 Q3 2024 季度中，LGT Group Foundation 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 23 個部位、減碼 24 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CYBERARK SOFTWARE LTD. CMN。 本季清倉部位包含 BLKCHF。
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。