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
284 檔
28.6%
在 Q3 2025 申報期間，LGT Group Foundation（CIK: 0001911278）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$88.4億，共持有 284 個公開申報部位。
Q3 2025 數據顯示 LGT Group Foundation 積極進場，新開立 0 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，LGT Group Foundation 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合計佔整體申報市值的 28.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 284 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 | 9.09% | -0.31% | -0.63% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.29% | +0.61% | +3.61% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.17% | +0.60% | +0.26% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.76% | +0.94% | +6.43% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.64% | -4.31% | EXIT | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.61% | — | -5.79% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.46% | +0.95% | -2.90% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 3.28% | -0.20% | -3.35% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.93% | +0.07% | +6.32% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.66% | +1.30% | -4.74% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.65% | -0.22% | +33.47% | |
| 12 | CRH | CRH plc | 股票-原物料 | 2.29% | -0.07% | +61.42% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.77% | -0.74% | +4.28% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.59% | -0.22% | -0.83% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.52% | -0.15% | +9.51% | |
| 16 | UBS | UBS Group AG | 股票-金融 | 1.51% | +0.23% | +10.31% | |
| 17 | ACN | Accenture plc | 股票-科技 | 1.46% | -1.13% | -4.61% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.23% | -0.05% | +25.95% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.22% | +0.02% | -6.88% | |
| 20 | TTEK | Tetra Tech Inc | 股票-工業 | 1.13% | +0.06% | +6.29% | |
| 21 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.09% | -0.16% | -0.68% | |
| 22 | ADSK | Autodesk Inc | 股票-科技 | 1.05% | -0.51% | -7.79% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.15% | -0.86% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.91% | -0.89% | EXIT | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.89% | +0.16% | +31.03% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | +0.06% | -5.52% | |
| 27 | OC | Owens Corning | 股票-工業 | 0.82% | +0.22% | -0.50% | |
| 28 | PLD | Prologis Inc | 股票-房地產 | 0.81% | -0.05% | -7.32% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | +0.03% | +7.89% | |
| 30 | COP | Conocophillips | 股票-能源 | 0.71% | -0.29% | +5.96% | |
| 31 | CME | Cme Group Inc | 股票-金融 | 0.71% | -0.12% | +3.90% | |
| 32 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.66% | -0.15% | -13.62% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.65% | — | +3.09% | |
| 34 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.65% | +0.29% | -6.40% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.65% | -0.13% | +4.21% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.62% | -0.11% | +27.11% | |
| 37 | FAST | Fastenal Co | 股票-工業 | 0.61% | +0.02% | +5.08% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.61% | +0.02% | +13.03% | |
| 39 | ALC | Alcon Inc. | 股票-醫療保健 | 0.58% | -0.10% | +3.95% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | -0.08% | +3.98% | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.51% | -0.01% | +4.31% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.50% | +0.28% | +57.28% | |
| 43 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.50% | — | +2.62% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.49% | -0.10% | -25.98% | |
| 45 | EMR | Emerson Electric Co | 股票-工業 | 0.48% | +0.08% | +3.33% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -16.86% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.30% | +32.80% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.42% | -0.03% | +0.17% | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.42% | +0.07% | -5.53% | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.41% | — | -5.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +3.61% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.5% | -0.63% | 加碼 |
| 3 | SPGI | S&p Global Inc | +1.1% | +25.95% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | -5.79% | 減碼 |
| 5 | CRH | CRH plc | +1.1% | +61.42% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.9% | +33.47% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.90% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.6% | -4.74% | 減碼 |
| 9 | CME | Cme Group Inc | +0.5% | +3.90% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +6.32% | 加碼 |
| 11 | SPOT | Spotify Technology S.A. | +0.3% | +24.37% | 加碼 |
| 12 | WDC | Western Digital CORP | +0.2% | +330.64% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.2% | +31.03% | 加碼 |
| 14 | MCD | Mcdonald's CORP | +0.2% | +133.66% | 加碼 |
| 15 | CEG | Constellation Energy | +0.2% | +17.74% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +156.36% | 加碼 |
| 17 | PANW | Palo Alto Networks Inc | +0.2% | +57.28% | 加碼 |
| 18 | VRSN | Verisign Inc | +0.2% | +1.50% | 加碼 |
| 19 | UBS | UBS Group AG | +0.1% | +10.31% | 減碼 |
| 20 | CSGP | Costar Group Inc | +0.1% | +94.67% | 加碼 |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | +1462.78% | 加碼 |
| 22 | FAST | Fastenal Co | +0.1% | +5.08% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | +5.85% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +7.89% | 加碼 |
| 25 | BLK | Blackrock Inc | +0.1% | +13.03% | 加碼 |
| 26 | PFE | Pfizer Inc | +0.1% | +27.11% | 加碼 |
| 27 | C | Citigroup Inc | +0.1% | +6.01% | 加碼 |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.62% | 加碼 |
| 29 | V | Visa Inc-class A Shares | 0% | +9.51% | 加碼 |
| 30 | TTEK | Tetra Tech Inc | 0% | +6.29% | 加碼 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -2.81% | 減碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | -6.88% | 加碼 |
| 33 | NEE | Nextera Energy Inc | -0.1% | -0.83% | 加碼 |
| 34 | RACE | Ferrari N.V. | -0.2% | +0.12% | 減碼 |
| 35 | WSO | Watsco Inc | -0.2% | -41.47% | 減碼 |
| 36 | HSIC | Henry Schein Inc | -0.2% | -49.47% | 減碼 |
| 37 | ADBE | Adobe Inc | -0.2% | -48.94% | 減碼 |
| 38 | EFX | Equifax Inc | -0.2% | -41.22% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.2% | -3.81% | 減碼 |
| 40 | SHW | Sherwin-williams Co/the | -0.3% | -1.52% | 減碼 |
| 41 | FTNT | Fortinet Inc | -0.3% | -7.26% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.3% | +6.43% | 加碼 |
| 43 | ✓ | Cyberark Software LTD. Cmn | -0.4% | -92.76% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -16.86% | 減碼 |
| 45 | BNY | Bank Of New York Mellon CORP | -0.4% | -63.80% | 減碼 |
| 46 | ABNB | Airbnb Inc-class A | -0.5% | -13.62% | 減碼 |
| 47 | BKNG | Booking Holdings Inc | -0.7% | -0.68% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.7% | -1.78% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.7% | +4.28% | 減碼 |
| 50 | ACN | Accenture plc | -1.1% | -4.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LGT Group Foundation 在 Q3 2025 季度的美股持倉總市值約為 US$88.4億，共申報了 284 個公開持股部位。
在 Q3 2025 季度，LGT Group Foundation 按市值排列的前三大核心持股分別為：MSFT (9.1%)、NVDA (5.3%)、AAPL (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.1% 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。
本季最大獲利了結 / 清倉標的
AMZN
前期市值: US$3.9億
在 Q3 2025 季度中，LGT Group Foundation 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 29 個部位、減碼 21 個部位以及清倉 0 個部位。
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。