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
30.5%
根據最新整理的 13F 季度數據集，LGT Group Foundation 於 Q4 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。
在 Q4 2025，LGT Group Foundation 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 25 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, LLY, GOOGL）占據了總市值的 30.5%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
TTE
市值: US$1.4億
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$7.9億
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 | 8.10% | -0.31% | -0.14% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.75% | +0.94% | -2.82% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.33% | +0.95% | -2.08% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.25% | +0.60% | -0.05% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.91% | +0.61% | -2.75% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.47% | -4.31% | EXIT | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.24% | — | -6.94% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 3.10% | -0.20% | -1.08% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.99% | +0.07% | +3.01% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.38% | -0.22% | +1.73% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.34% | +1.30% | -11.79% | |
| 12 | CRH | CRH plc | 股票-原物料 | 2.21% | -0.07% | -3.26% | |
| 13 | ACN | Accenture plc | 股票-科技 | 1.88% | -1.13% | +22.35% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 1.86% | +0.23% | +13.19% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.60% | -0.74% | +1.17% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.56% | -0.22% | +0.52% | |
| 17 | TTE | TotalEnergies SE | 股票-其他 | 1.49% | -0.39% | — | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.44% | -0.05% | +12.20% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.15% | -2.34% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.15% | +0.02% | -5.56% | |
| 21 | TTEK | Tetra Tech Inc | 股票-工業 | 1.13% | +0.06% | +2.78% | |
| 22 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.09% | -0.16% | +4.18% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | +0.15% | +8.65% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | -0.89% | EXIT | |
| 25 | ADSK | Autodesk Inc | 股票-科技 | 0.94% | -0.51% | -0.88% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | +0.03% | +8.18% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.30% | +85.46% | |
| 28 | PLD | Prologis Inc | 股票-房地產 | 0.84% | -0.05% | -2.53% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.81% | +0.06% | +13.73% | |
| 30 | ALC | Alcon Inc. | 股票-醫療保健 | 0.81% | -0.10% | +38.33% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | +0.16% | +1.48% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 0.70% | — | +14.33% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.69% | -0.13% | -0.37% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.65% | +0.02% | +18.72% | |
| 35 | OC | Owens Corning | 股票-工業 | 0.63% | +0.22% | +0.72% | |
| 36 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.62% | +0.29% | -2.15% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.54% | -0.11% | +0.21% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.51% | -0.08% | -0.61% | |
| 39 | FAST | Fastenal Co | 股票-工業 | 0.50% | +0.02% | +1.20% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.47% | +0.08% | +0.74% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.47% | +0.28% | +9.22% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +1.91% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | -0.10% | -2.34% | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.43% | +0.07% | +25.14% | |
| 45 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.42% | -0.01% | -0.34% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | — | +8.49% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.40% | -0.03% | -25.03% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | +0.01% | +0.96% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | -0.02% | +3.40% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.37% | -0.12% | -47.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1% | -2.82% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.08% | 減碼 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +85.46% | 加碼 |
| 4 | ACN | Accenture plc | +0.4% | +22.35% | 加碼 |
| 5 | UBS | UBS Group AG | +0.4% | +13.19% | 加碼 |
| 6 | ALC | Alcon Inc. | +0.2% | +38.33% | 加碼 |
| 7 | SPGI | S&p Global Inc | +0.2% | +12.20% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.2% | +2294.73% | 加碼 |
| 9 | LITE | Lumentum Holdings Inc | +0.1% | +40.92% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.1% | +8.65% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +8.18% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -8.74% | 減碼 |
| 13 | MU | Micron Technology Inc | +0.1% | +1.64% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | +289.01% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | -0.05% | 減碼 |
| 16 | NOW | Servicenow Inc | +0.1% | +816.85% | 加碼 |
| 17 | MELI | Mercadolibre Inc | +0.1% | +72.41% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +13.95% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +3.01% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +8.49% | 加碼 |
| 21 | NEM | Newmont CORP | +0.1% | +27.00% | 加碼 |
| 22 | INTU | Intuit Inc | +0.1% | +14.33% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +9.48% | 加碼 |
| 24 | WDC | Western Digital CORP | +0.1% | -6.65% | 減碼 |
| 25 | BLK | Blackrock Inc | 0% | +18.72% | 加碼 |
| 26 | CB | Chubb Limited | 0% | -0.37% | 減碼 |
| 27 | MSCI | Msci Inc | -0.1% | -96.49% | 減碼 |
| 28 | ORCL | Oracle CORP | -0.1% | +2.31% | 加碼 |
| 29 | PGR | Progressive CORP | -0.1% | -15.23% | 減碼 |
| 30 | VRSN | Verisign Inc | -0.1% | -7.75% | 減碼 |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -0.34% | 減碼 |
| 32 | MS | Morgan Stanley | -0.1% | -86.56% | 減碼 |
| 33 | SPOT | Spotify Technology S.A. | -0.1% | -5.65% | 減碼 |
| 34 | FAST | Fastenal Co | -0.1% | +1.20% | 加碼 |
| 35 | EQIX | Equinix Inc | -0.1% | -53.90% | 減碼 |
| 36 | FTNT | Fortinet Inc | -0.1% | -26.86% | 減碼 |
| 37 | VEEV | Veeva Systems Inc-class A | -0.2% | -6.72% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | +1.17% | 加碼 |
| 39 | OC | Owens Corning | -0.2% | +0.72% | 加碼 |
| 40 | ROP | Roper Technologies Inc | -0.3% | -97.66% | 減碼 |
| 41 | META | Meta Platforms Inc-class A | -0.3% | +1.73% | 加碼 |
| 42 | AVGO | Broadcom Inc | -0.3% | -11.79% | 減碼 |
| 43 | CME | Cme Group Inc | -0.3% | -47.68% | 減碼 |
| 44 | ABNB | Airbnb Inc-class A | -0.4% | -58.77% | 減碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -6.94% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.4% | -2.75% | 減碼 |
| 47 | COP | Conocophillips | -0.4% | -52.41% | 減碼 |
| 48 | MSFT | Microsoft CORP | -1% | -0.14% | 減碼 |
| 49 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 50 | JKHY | Jack Henry & Associates Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，LGT Group Foundation 在 Q4 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 Q4 2025 季度，LGT Group Foundation 按市值排列的前三大核心持股分別為：MSFT (8.1%)、LLY (5.8%)、GOOGL (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.1% 的權重。
在 Q4 2025 季度中，LGT Group Foundation 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 23 個部位以及清倉 0 個部位。 其中最大新建倉標的為 TTE。
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。
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。
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。