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
288 檔
22.9%
Q1 2025 季度申報顯示，LGT Group Foundation 揭露的美股組合總市值為 US$88.4億，涵蓋 288 個不同之權益投資部位。
觀察 Q1 2025 的申報異動，LGT Group Foundation 採取了強勁的買進策略，建倉與加碼動作（合計 35 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
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 22.9%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 288 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 | 7.55% | -0.31% | +18.37% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.15% | +0.60% | +10.88% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.32% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.04% | +0.94% | +27.47% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.87% | -0.20% | +38.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.70% | +0.95% | +22.45% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.49% | — | +70.19% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.38% | +0.61% | +30.66% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.55% | -1.13% | +37.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.52% | +0.07% | +41.94% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.47% | -0.74% | +86.72% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +1.30% | -10.30% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | -0.22% | +66.07% | |
| 14 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.74% | -0.16% | +12.06% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.72% | -0.22% | +120.13% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -0.15% | -8.89% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.37% | +0.23% | +8.13% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.28% | +0.02% | +46.23% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.20% | +0.15% | -24.45% | |
| 20 | CRH | CRH plc | 股票-原物料 | 1.19% | -0.07% | +23.09% | |
| 21 | ADSK | Autodesk Inc | 股票-科技 | 1.14% | -0.51% | +128.90% | |
| 22 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.14% | -0.15% | +71.89% | |
| 23 | TTEK | Tetra Tech Inc | 股票-工業 | 1.10% | +0.06% | +124.20% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | +0.06% | -31.44% | |
| 25 | PLD | Prologis Inc | 股票-房地產 | 1.03% | -0.05% | +111.86% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.94% | -0.89% | EXIT | |
| 27 | OC | Owens Corning | 股票-工業 | 0.93% | +0.22% | +106.82% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | — | +29.13% | |
| 29 | COP | Conocophillips | 股票-能源 | 0.87% | -0.29% | -3.82% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.80% | -0.13% | -14.10% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.77% | — | +88.11% | |
| 32 | ALC | Alcon Inc. | 股票-醫療保健 | 0.77% | -0.10% | +0.20% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | +0.03% | +7.21% | |
| 34 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.68% | +0.29% | +106.34% | |
| 35 | FTNT | Fortinet Inc | 股票-科技 | 0.68% | -0.06% | -36.09% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.66% | +0.16% | +56.32% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.64% | -0.08% | +279.39% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.62% | -0.10% | -38.75% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.61% | -0.01% | +106.21% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.60% | -0.03% | +41.89% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.56% | +0.01% | -37.49% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.54% | -0.11% | +67.27% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.52% | +0.02% | -15.19% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.50% | +0.02% | +17.59% | |
| 45 | FAST | Fastenal Co | 股票-工業 | 0.50% | +0.02% | -34.32% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.49% | — | -15.42% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.49% | +0.01% | -6.86% | |
| 48 | EFX | Equifax Inc | 股票-工業 | 0.48% | -0.01% | +85.95% | |
| 49 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.45% | — | +11.83% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.45% | +0.08% | +159.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1% | +86.72% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.9% | +27.47% | 加碼 |
| 3 | MA | Mastercard Inc - A | +0.9% | +38.54% | 加碼 |
| 4 | NEE | Nextera Energy Inc | +0.8% | +120.13% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +70.19% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +41.94% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +66.07% | 加碼 |
| 8 | ADSK | Autodesk Inc | +0.5% | +128.90% | 加碼 |
| 9 | PLD | Prologis Inc | +0.5% | +111.86% | 加碼 |
| 10 | PEP | Pepsico Inc | +0.5% | +279.39% | 加碼 |
| 11 | KO | Coca-cola Co/the | +0.4% | +46.23% | 加碼 |
| 12 | TTEK | Tetra Tech Inc | +0.4% | +124.20% | 加碼 |
| 13 | UBER | Uber Technologies Inc | +0.4% | +370.44% | 加碼 |
| 14 | OC | Owens Corning | +0.3% | +106.82% | 加碼 |
| 15 | ABNB | Airbnb Inc-class A | +0.3% | +71.89% | 加碼 |
| 16 | MDLZ | Mondelez International Inc-a | +0.3% | +106.21% | 加碼 |
| 17 | INTU | Intuit Inc | +0.3% | +88.11% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.3% | +56.32% | 加碼 |
| 19 | WDAY | Workday Inc-class A | +0.3% | +1178.08% | 加碼 |
| 20 | VRSN | Verisign Inc | +0.3% | NEW | 新建倉 |
| 21 | BSX | Boston Scientific CORP | +0.3% | +143.77% | 加碼 |
| 22 | WFC | Wells Fargo & Co | +0.3% | +721.35% | 加碼 |
| 23 | CME | Cme Group Inc | +0.3% | +3543.99% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +29.13% | 加碼 |
| 25 | BNY | Bank Of New York Mellon CORP | +0.2% | +125.78% | 加碼 |
| 26 | EMR | Emerson Electric Co | +0.2% | +159.46% | 加碼 |
| 27 | ACN | Accenture plc | +0.2% | +37.52% | 加碼 |
| 28 | CRM | Salesforce Inc | +0.2% | +379.74% | 加碼 |
| 29 | EFX | Equifax Inc | +0.2% | +85.95% | 加碼 |
| 30 | PFE | Pfizer Inc | +0.2% | +67.27% | 加碼 |
| 31 | WST | West Pharmaceutical Services | +0.1% | +106.34% | 加碼 |
| 32 | CRH | CRH plc | +0.1% | +23.09% | 加碼 |
| 33 | NVDA | Nvidia CORP | -0.2% | +30.66% | 加碼 |
| 34 | ELV | Elevance Health Inc | -0.2% | -95.06% | 減碼 |
| 35 | FAST | Fastenal Co | -0.3% | -34.32% | 減碼 |
| 36 | AMZN | Amazon.com Inc | -0.4% | +21.47% | 加碼 |
| 37 | ADBE | Adobe Inc | -0.4% | -40.48% | 減碼 |
| 38 | ICE | Intercontinental Exchange In | -0.4% | -38.75% | 減碼 |
| 39 | PANW | Palo Alto Networks Inc | -0.4% | -45.36% | 減碼 |
| 40 | NYT | New York Times Co-a | -0.4% | -42.19% | 減碼 |
| 41 | SHW | Sherwin-williams Co/the | -0.4% | -37.49% | 減碼 |
| 42 | LOGI | Logitech International S.A. | -0.5% | -83.48% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.5% | +18.37% | 加碼 |
| 44 | FTNT | Fortinet Inc | -0.5% | -36.09% | 減碼 |
| 45 | CMCSA | Comcast Corp-class A | -0.5% | -96.68% | 減碼 |
| 46 | TSLA | Tesla Inc | -0.5% | -15.42% | 減碼 |
| 47 | NOW | Servicenow Inc | -0.6% | -47.59% | 減碼 |
| 48 | BAC | Bank Of America CORP | -0.7% | -24.45% | 減碼 |
| 49 | HD | Home Depot Inc | -0.8% | -31.44% | 減碼 |
| 50 | AVGO | Broadcom Inc | -1.5% | -10.30% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LGT Group Foundation 在 Q1 2025 季度的美股持倉總市值約為 US$88.4億，共申報了 288 個公開持股部位。
在 Q1 2025 季度，LGT Group Foundation 按市值排列的前三大核心持股分別為：MSFT (7.5%)、AAPL (6.2%)、AMZN (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.5% 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
VRSN
市值: US$1867.4萬
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$2.3億
在 Q1 2025 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 34 個部位、減碼 15 個部位以及清倉 0 個部位。 其中最大新建倉標的為 VRSN。
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。