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
25.3%
在 Q1 2026 的 13F 官方備案中，LGT Group Foundation 管理的美股投資組合規模來到 US$88.4億，整體持股檔數為 283 檔。
數據顯示 LGT Group Foundation 於 Q1 2026 季度持續回收資金，對 100 個既有部位進行裁減並清倉 17 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，LGT Group Foundation 的前 5 大核心持股（包含 MSFT, GOOGL, AAPL 等）合計佔整體申報市值的 25.3%，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 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 | 6.57% | -0.31% | -4.67% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.98% | +0.95% | +9.42% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.22% | +0.60% | -4.45% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | +0.61% | -1.76% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.49% | +0.94% | -18.21% | |
| 6 | AZN | AstraZeneca PLC | 股票-醫療保健 | 4.48% | -0.29% | — | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.31% | -4.31% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.29% | +0.07% | +7.79% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.90% | -0.20% | -3.71% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.75% | -0.22% | +36.46% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.43% | -0.22% | +5.90% | |
| 12 | TTE | TotalEnergies SE | 股票-其他 | 2.20% | -0.39% | -6.40% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | +1.30% | -9.31% | |
| 14 | CRH | CRH plc | 股票-原物料 | 2.08% | -0.07% | +0.65% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.80% | -0.74% | -0.09% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | -0.30% | +17.97% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 1.61% | +0.23% | -6.34% | |
| 18 | ACN | Accenture plc | 股票-科技 | 1.49% | -1.13% | -3.31% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | +0.03% | +24.47% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | -0.15% | -0.83% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.30% | -0.05% | -0.11% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.26% | +0.02% | -9.70% | |
| 23 | TTEK | Tetra Tech Inc | 股票-工業 | 1.16% | +0.06% | +3.28% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.16% | +27.64% | |
| 25 | PLD | Prologis Inc | 股票-房地產 | 0.98% | -0.05% | +1.84% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.90% | +0.06% | +3.95% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | -0.89% | EXIT | |
| 28 | CB | Chubb Limited | 股票-金融 | 0.81% | -0.13% | +1.45% | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 0.80% | -0.51% | -5.19% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 0.76% | -0.11% | +10.90% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.73% | -0.08% | +18.30% | |
| 32 | BLK | Blackrock Inc | 股票-金融 | 0.70% | +0.02% | +7.90% | |
| 33 | FAST | Fastenal Co | 股票-工業 | 0.66% | +0.02% | +3.57% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | — | +38.93% | |
| 35 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.62% | +0.29% | -0.75% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | +0.15% | -40.19% | |
| 37 | OC | Owens Corning | 股票-工業 | 0.61% | +0.22% | -10.01% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.61% | -0.02% | +45.85% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.60% | -0.16% | -36.63% | |
| 40 | ALC | Alcon Inc. | 股票-醫療保健 | 0.58% | -0.10% | -31.33% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +0.76% | +86.17% | |
| 42 | EMR | Emerson Electric Co | 股票-工業 | 0.55% | +0.08% | +7.08% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.54% | -0.29% | +7.71% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | +0.01% | +35.18% | |
| 45 | WDC | Western Digital CORP | 股票-科技 | 0.51% | +0.15% | -5.71% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +0.21% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.43% | +0.28% | -4.76% | |
| 48 | CME | Cme Group Inc | 股票-金融 | 0.41% | -0.12% | -6.91% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.02% | +2.24% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.40% | -0.03% | +11.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +1.2% | +36.46% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.8% | +17.97% | 加碼 |
| 3 | TTE | TotalEnergies SE | +0.7% | -6.40% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +9.42% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.6% | +24.47% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.3% | +86.17% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +7.79% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.3% | +27.64% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +117.85% | 加碼 |
| 10 | MCD | Mcdonald's CORP | +0.2% | +45.85% | 加碼 |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +38.93% | 加碼 |
| 12 | COP | Conocophillips | +0.2% | +7.71% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.2% | +18.30% | 加碼 |
| 14 | PFE | Pfizer Inc | +0.2% | +10.90% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.2% | +495.48% | 加碼 |
| 16 | WDC | Western Digital CORP | +0.2% | -5.71% | 減碼 |
| 17 | PG | Procter & Gamble Co/the | +0.2% | -0.09% | 減碼 |
| 18 | MDT | Medtronic plc | +0.2% | +239.20% | 加碼 |
| 19 | GE | General Electric | +0.2% | +186.14% | 加碼 |
| 20 | SNPS | Synopsys Inc | +0.2% | +1489.60% | 加碼 |
| 21 | SYK | Stryker CORP | +0.2% | +328.04% | 加碼 |
| 22 | AMD | Advanced Micro Devices | +0.2% | +186.17% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +35.18% | 加碼 |
| 24 | FAST | Fastenal Co | +0.2% | +3.57% | 加碼 |
| 25 | CVX | Chevron CORP | +0.1% | +2.24% | 加碼 |
| 26 | PLD | Prologis Inc | +0.1% | +1.84% | 加碼 |
| 27 | CB | Chubb Limited | +0.1% | +1.45% | 加碼 |
| 28 | NVDA | Nvidia CORP | +0.1% | -1.76% | 減碼 |
| 29 | EQIX | Equinix Inc | +0.1% | +52.73% | 加碼 |
| 30 | KO | Coca-cola Co/the | +0.1% | -9.70% | 減碼 |
| 31 | VZ | Verizon Communications Inc | +0.1% | +10.93% | 加碼 |
| 32 | HD | Home Depot Inc | +0.1% | +3.95% | 加碼 |
| 33 | EMR | Emerson Electric Co | +0.1% | +7.08% | 加碼 |
| 34 | WAT | Waters CORP | +0.1% | +125.94% | 加碼 |
| 35 | MPC | Marathon Petroleum CORP | +0.1% | +3.06% | 加碼 |
| 36 | CAT | Caterpillar Inc | +0.1% | +283.62% | 加碼 |
| 37 | WMT | Walmart Inc | +0.1% | +8.64% | 加碼 |
| 38 | META | Meta Platforms Inc-class A | +0.1% | +5.90% | 加碼 |
| 39 | FIX | Comfort Systems USA Inc | +0.1% | +298.63% | 加碼 |
| 40 | EME | Emcor Group Inc | +0.1% | +13.13% | 加碼 |
| 41 | BLK | Blackrock Inc | +0.1% | +7.90% | 加碼 |
| 42 | TXN | Texas Instruments Inc | +0.1% | +0.90% | 加碼 |
| 43 | SPG | Simon Property Group Inc | 0% | +17.45% | 加碼 |
| 44 | AME | Ametek Inc | 0% | -1.53% | 減碼 |
| 45 | TTEK | Tetra Tech Inc | 0% | +3.28% | 加碼 |
| 46 | DKS | Dick's Sporting Goods Inc | 0% | +406.34% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.21% | 加碼 |
| 48 | ENB | Enbridge Inc | 0% | -1.75% | 減碼 |
| 49 | O | Realty Income CORP | 0% | +1.57% | 加碼 |
| 50 | KLAC | Kla CORP | 0% | -7.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LGT Group Foundation 在 Q1 2026 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 Q1 2026 季度，LGT Group Foundation 按市值排列的前三大核心持股分別為：MSFT (6.6%)、GOOGL (6.0%)、AAPL (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.6% 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
AZN
市值: US$3.7億
本季最大獲利了結 / 清倉標的
TSM
前期市值: US$3.9億
在 Q1 2026 季度中，LGT Group Foundation 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 73 個部位、減碼 100 個部位以及清倉 17 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 TSM。
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。