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
290 檔
25.8%
根據最新整理的 13F 季度數據集，LGT Group Foundation 於 Q2 2025 結束時的管理資產規模為 US$88.4億。該機構在本季度申報了 290 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2025 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, AMZN, NVDA）占據了總市值的 25.8%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 290 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 | 9.58% | -0.31% | +5.41% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.14% | -4.31% | EXIT | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.72% | +0.61% | +5.21% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.62% | +0.94% | +6.80% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.53% | +0.60% | -12.39% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.20% | — | -3.04% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.63% | -0.20% | +0.70% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.62% | +0.95% | -5.68% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.82% | +0.07% | +3.88% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.52% | +1.30% | -16.67% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.24% | -0.22% | +8.96% | |
| 12 | ACN | Accenture plc | 股票-科技 | 2.05% | -1.13% | -7.86% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.93% | -0.74% | -7.93% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | -0.15% | +13.74% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.55% | -0.22% | +1.14% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.52% | +0.02% | +32.26% | |
| 17 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.30% | -0.16% | -34.81% | |
| 18 | TTEK | Tetra Tech Inc | 股票-工業 | 1.26% | +0.06% | +2.49% | |
| 19 | UBS | UBS Group AG | 股票-金融 | 1.25% | +0.23% | -10.35% | |
| 20 | ADSK | Autodesk Inc | 股票-科技 | 1.22% | -0.51% | +0.29% | |
| 21 | CRH | CRH plc | 股票-原物料 | 1.19% | -0.07% | +5.52% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.17% | -0.05% | +1307.86% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | +0.15% | -22.35% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | +0.06% | -3.77% | |
| 25 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.90% | -0.15% | -20.95% | |
| 26 | OC | Owens Corning | 股票-工業 | 0.88% | +0.22% | +7.45% | |
| 27 | PLD | Prologis Inc | 股票-房地產 | 0.87% | -0.05% | -1.48% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | -0.10% | +35.47% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.80% | — | -10.84% | |
| 30 | CME | Cme Group Inc | 股票-金融 | 0.77% | -0.12% | +219.08% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.89% | EXIT | |
| 32 | ALC | Alcon Inc. | 股票-醫療保健 | 0.72% | -0.10% | +10.23% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.13% | -0.03% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.69% | -0.29% | +2.70% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.03% | +11.53% | |
| 36 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.61% | +0.29% | +1.31% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -16.26% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.60% | -0.06% | -11.57% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.57% | -0.03% | -3.31% | |
| 40 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.57% | -0.01% | +4.04% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | +0.16% | +6.28% | |
| 42 | FAST | Fastenal Co | 股票-工業 | 0.56% | +0.02% | +129.40% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.54% | +0.02% | +2.85% | |
| 44 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.52% | — | +2.69% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.08% | +2.12% | |
| 46 | EMR | Emerson Electric Co | 股票-工業 | 0.51% | +0.08% | +3.11% | |
| 47 | EFX | Equifax Inc | 股票-工業 | 0.48% | -0.01% | +2.70% | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.47% | -0.11% | +1.85% | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.47% | +0.07% | -7.57% | |
| 50 | VRSN | Verisign Inc | 股票-科技 | 0.46% | -0.01% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2% | +5.41% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.3% | +5.21% | 加碼 |
| 3 | SPGI | S&p Global Inc | +1.1% | +1307.86% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -3.04% | 減碼 |
| 5 | CME | Cme Group Inc | +0.5% | +219.08% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.5% | -16.67% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +8.96% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +3.88% | 加碼 |
| 9 | SPOT | Spotify Technology S.A. | +0.3% | +397.88% | 加碼 |
| 10 | KO | Coca-cola Co/the | +0.2% | +32.26% | 加碼 |
| 11 | ICE | Intercontinental Exchange In | +0.2% | +35.47% | 加碼 |
| 12 | VRSN | Verisign Inc | +0.2% | +73.79% | 加碼 |
| 13 | CEG | Constellation Energy | +0.2% | +1353.05% | 加碼 |
| 14 | TTEK | Tetra Tech Inc | +0.2% | +2.49% | 加碼 |
| 15 | MS | Morgan Stanley | +0.1% | +259.93% | 加碼 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | NEW | 新建倉 |
| 17 | ADSK | Autodesk Inc | +0.1% | +0.29% | 加碼 |
| 18 | FCX | Freeport-mcmoran Inc | +0.1% | +233.18% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +13.74% | 加碼 |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.69% | 加碼 |
| 21 | FAST | Fastenal Co | +0.1% | +129.40% | 加碼 |
| 22 | EMR | Emerson Electric Co | +0.1% | +3.11% | 加碼 |
| 23 | MU | Micron Technology Inc | +0.1% | +34.34% | 加碼 |
| 24 | ORCL | Oracle CORP | +0.1% | -2.93% | 減碼 |
| 25 | INTU | Intuit Inc | 0% | -10.84% | 減碼 |
| 26 | CRH | CRH plc | — | +5.52% | 加碼 |
| 27 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.68% | 減碼 |
| 28 | FICO | Fair Isaac CORP | -0.1% | EXIT | 清倉 |
| 29 | MCK | Mckesson CORP | -0.1% | -74.51% | 減碼 |
| 30 | CRM | Salesforce Inc | -0.1% | -32.63% | 減碼 |
| 31 | ADBE | Adobe Inc | -0.1% | -30.05% | 減碼 |
| 32 | HSIC | Henry Schein Inc | -0.1% | -41.36% | 減碼 |
| 33 | MSM | Msc Industrial Direct Co-a | -0.1% | EXIT | 清倉 |
| 34 | RACE | Ferrari N.V. | -0.2% | -86.85% | 減碼 |
| 35 | TSLA | Tesla Inc | -0.2% | -39.91% | 減碼 |
| 36 | AMZN | Amazon.com Inc | -0.2% | -7.76% | 減碼 |
| 37 | WSO | Watsco Inc | -0.2% | -90.05% | 減碼 |
| 38 | COP | Conocophillips | -0.2% | +2.70% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | -24.08% | 減碼 |
| 40 | SHW | Sherwin-williams Co/the | -0.2% | -33.17% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -42.44% | 減碼 |
| 42 | BAC | Bank Of America CORP | -0.2% | -22.35% | 減碼 |
| 43 | ABNB | Airbnb Inc-class A | -0.2% | -20.95% | 減碼 |
| 44 | MA | Mastercard Inc - A | -0.2% | +0.70% | 加碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -16.26% | 減碼 |
| 46 | BNY | Bank Of New York Mellon CORP | -0.4% | -96.66% | 減碼 |
| 47 | BKNG | Booking Holdings Inc | -0.4% | -34.81% | 減碼 |
| 48 | ACN | Accenture plc | -0.5% | -7.86% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.5% | -7.93% | 減碼 |
| 50 | AAPL | Apple Inc | -1.6% | -12.39% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LGT Group Foundation 在 Q2 2025 季度的美股持倉總市值約為 US$88.4億，共申報了 290 個公開持股部位。
在 Q2 2025 季度，LGT Group Foundation 按市值排列的前三大核心持股分別為：MSFT (9.6%)、AMZN (5.1%)、NVDA (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.6% 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
ROK
市值: US$766.1萬
本季最大獲利了結 / 清倉標的
MSM
前期市值: US$962.7萬
在 Q2 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 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 ROK。 本季清倉部位包含 MSM。
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。