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: 0001544204
申報總市值
US$68.0億
US$68.0億
249 檔
18.8%
在 Q1 2026 申報期間，Liontrust Investment Partners LLP（CIK: 0001544204）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$68.0億，共持有 249 個公開申報部位。
數據顯示 Liontrust Investment Partners LLP 於 Q1 2026 季度持續回收資金，對 77 個既有部位進行裁減並清倉 46 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 ASTRAZENECA PLC, GOOGL, MSFT）累計市值佔比達 18.8%，是驅動 Liontrust Investment Partners LLP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 249 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 | ✓ | Astrazeneca PLC | 股票-其他 | 5.40% | -5.40% | EXIT | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.49% | +0.65% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.21% | — | |
| 4 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 3.29% | +3.02% | NEW | |
| 5 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.14% | +0.48% | — | |
| 6 | ✓ | Deutsche Bank AG | 股票-其他 | 3.03% | -3.03% | EXIT | |
| 7 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.63% | +0.45% | — | |
| 8 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.47% | -0.42% | — | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | -0.03% | — | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.13% | -0.22% | — | |
| 11 | NDAQ | Nasdaq Inc | 股票-金融 | 2.04% | -0.51% | — | |
| 12 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 2.00% | +1.75% | NEW | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 1.95% | -0.30% | — | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.95% | -0.16% | — | |
| 15 | VLTO | Veralto CORP | 股票-工業 | 1.94% | -0.14% | — | |
| 16 | ✓ | Spotify Technology SA | 股票-其他 | 1.79% | -1.79% | EXIT | |
| 17 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.69% | — | — | |
| 18 | ALC | Alcon Inc. | 股票-醫療保健 | 1.67% | +1.36% | NEW | |
| 19 | ✓ | Alcon AG | 股票-其他 | 1.63% | -1.63% | EXIT | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.62% | -1.10% | — | |
| 21 | ✓ | UBS Group AG | 股票-其他 | 1.61% | -1.61% | EXIT | |
| 22 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.58% | -0.23% | — | |
| 23 | ✓ | Linde PLC | 股票-其他 | 1.58% | -1.58% | EXIT | |
| 24 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.57% | +0.06% | — | |
| 25 | ADSK | Autodesk Inc | 股票-科技 | 1.57% | -0.32% | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.11% | — | |
| 27 | UBS | UBS Group AG | 股票-金融 | 1.55% | +1.79% | NEW | |
| 28 | PTC | Ptc Inc | 股票-科技 | 1.52% | -0.76% | — | |
| 29 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.51% | -0.04% | — | |
| 30 | ✓ | Totalenergies | 股票-其他 | 1.51% | -1.51% | EXIT | |
| 31 | CTAS | Cintas CORP | 股票-工業 | 1.50% | -0.14% | — | |
| 32 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.50% | +0.68% | — | |
| 33 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.43% | — | — | |
| 34 | NVR | Nvr Inc | 股票-循環性消費 | 1.41% | -0.06% | — | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 1.39% | -0.31% | — | |
| 36 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.38% | -0.01% | EXIT | |
| 37 | CNM | Core & Main Inc-class A | 股票-工業 | 1.33% | -0.13% | — | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 1.31% | +0.30% | — | |
| 39 | VRSN | Verisign Inc | 股票-科技 | 1.30% | -0.09% | — | |
| 40 | BLD | Topbuild CORP | 股票-工業 | 1.28% | -0.07% | — | |
| 41 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.23% | +0.06% | — | |
| 42 | MASI* | Masimo CORP | 股票-其他 | 1.21% | -0.06% | EXIT | |
| 43 | IR | Ingersoll-rand Inc | 股票-工業 | 1.20% | -0.28% | — | |
| 44 | ✓ | Ferguson Enterprises Inc | 股票-其他 | 1.20% | -1.20% | EXIT | |
| 45 | PGR | Progressive CORP | 股票-金融 | 1.14% | +0.38% | — | |
| 46 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.13% | +1.15% | — | |
| 47 | TTAN | Servicetitan Inc-a | 股票-科技 | 1.01% | +0.22% | — | |
| 48 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.95% | +0.40% | — | |
| 49 | ZS | Zscaler Inc | 股票-科技 | 0.86% | +0.38% | — | |
| 50 | TTE | TotalEnergies SE | 股票-其他 | 0.83% | +1.11% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.3% | +221.21% | 加碼 |
| 2 | AVGO | Broadcom Inc | +2% | +143.57% | 加碼 |
| 3 | EXC | Exelon CORP | +1.7% | +3055.59% | 加碼 |
| 4 | WAT | Waters CORP | +1.5% | +5155.98% | 加碼 |
| 5 | ARM | Arm Holdings Plc-adr | +0.7% | +139.66% | 加碼 |
| 6 | MPWR | Monolithic Power Systems Inc | +0.6% | +29.73% | 加碼 |
| 7 | IR | Ingersoll-rand Inc | +0.5% | +19.19% | 加碼 |
| 8 | CAVA | Cava Group Inc | +0.4% | -8.51% | 減碼 |
| 9 | CTAS | Cintas CORP | +0.3% | +16.32% | 加碼 |
| 10 | CIEN | Ciena CORP | +0.3% | +16.30% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.3% | +9.13% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.3% | +17.02% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +40.17% | 加碼 |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | +17.61% | 加碼 |
| 15 | LITE | Lumentum Holdings Inc | +0.2% | +25.75% | 加碼 |
| 16 | AAPL | Apple Inc | +0.2% | +22.86% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.2% | +16.37% | 加碼 |
| 18 | LLY | Eli Lilly & Co | +0.2% | +46.69% | 加碼 |
| 19 | BDX | Becton Dickinson And Co | +0.2% | +17.95% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +1007.50% | 加碼 |
| 21 | VRSN | Verisign Inc | +0.1% | -8.05% | 減碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +23.55% | 加碼 |
| 23 | TMUS | T-mobile US Inc | +0.1% | +45.96% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +183.62% | 加碼 |
| 25 | MELI | Mercadolibre Inc | +0.1% | +26.08% | 加碼 |
| 26 | ALAB | Astera Labs Inc | +0.1% | +98.68% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +12.77% | 加碼 |
| 28 | CRWV | Coreweave Inc-cl A | +0.1% | +24.14% | 加碼 |
| 29 | AMT | American Tower CORP | +0.1% | -8.43% | 減碼 |
| 30 | CRK | Comstock Resources Inc | +0.1% | +877.84% | 加碼 |
| 31 | CART | Maplebear Inc | 0% | +40.54% | 加碼 |
| 32 | FCX | Freeport-mcmoran Inc | 0% | -3.25% | 減碼 |
| 33 | CBOE | Cboe Global Markets Inc | 0% | -6.39% | 減碼 |
| 34 | RS | Reliance Inc | 0% | — | 不變 |
| 35 | PL | Planet Labs Pbc | 0% | -18.33% | 減碼 |
| 36 | CNM | Core & Main Inc-class A | — | -8.54% | 減碼 |
| 37 | WMS | Advanced Drainage Systems In | — | -8.51% | 減碼 |
| 38 | NEM | Newmont CORP | — | -19.34% | 減碼 |
| 39 | COIN | Coinbase Global Inc -class A | — | +12.42% | 加碼 |
| 40 | UBER | Uber Technologies Inc | — | -1.17% | 減碼 |
| 41 | AUR | Aurora Innovation Inc | — | -23.75% | 減碼 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | — | -9.01% | 減碼 |
| 43 | EW | Edwards Lifesciences CORP | 0% | -8.52% | 減碼 |
| 44 | MNST | Monster Beverage CORP | 0% | -17.10% | 減碼 |
| 45 | TRMB | Trimble Inc | 0% | — | 不變 |
| 46 | ALNY | Alnylam Pharmaceuticals Inc | 0% | -0.92% | 減碼 |
| 47 | LAUR | Laureate Education Inc | 0% | -79.08% | 減碼 |
| 48 | ROP | Roper Technologies Inc | 0% | — | 不變 |
| 49 | CSGP | Costar Group Inc | 0% | +23.77% | 加碼 |
| 50 | HURN | Huron Consulting Group Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Liontrust Investment Partners LLP 在 Q1 2026 季度的美股持倉總市值約為 US$68.0億，共申報了 249 個公開持股部位。
在 Q1 2026 季度，Liontrust Investment Partners LLP 按市值排列的前三大核心持股分別為：ASTRAZENECA PLC (5.4%)、GOOGL (4.5%)、MSFT (3.4%)。其中最大持股部位 ASTRAZENECA PLC 佔據整體投資組合約 5.4% 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
ASTRAZENECA PLC
市值: US$3.2億
本季最大獲利了結 / 清倉標的
DB
前期市值: US$2.2億
在 Q1 2026 季度中，Liontrust Investment Partners LLP 共進行了 196 項持倉異動，包含新建倉 42 個部位、加碼 31 個部位、減碼 77 個部位以及清倉 46 個部位。 其中最大新建倉標的為 ASTRAZENECA PLC。 本季清倉部位包含 DB。
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。