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: 0001121330
申報總市值
US$26.9億
US$26.9億
275 檔
17.4%
截至 Q4 2025 季度末，Logan Capital Management Inc 的美股持倉估值約為 US$26.9億，全數申報部位共有 275 檔。
在 Q4 2025，Logan Capital Management Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 89 個部位並完全清倉 14 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AVGO, MSFT）占據了總市值的 17.4%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 275 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 | AAPL | Apple Inc | 股票-科技 | 6.11% | -0.37% | +0.34% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.18% | -0.10% | -3.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -0.42% | -4.20% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.19% | -0.08% | +1.48% | |
| 5 | APH | Amphenol Corp-cl A | 股票-科技 | 2.86% | +0.58% | -10.20% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 2.76% | +1.42% | +0.83% | |
| 7 | LCLG | Logan Capital Broad Innovati | ETF-其他 | 2.76% | +0.16% | — | |
| 8 | APP | Applovin Corp-class A | 股票-科技 | 2.34% | +0.15% | +1.46% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.16% | -0.24% | +2.18% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.15% | -0.31% | +5.38% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.84% | -0.72% | +917.41% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.74% | -0.02% | -7.00% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | +0.09% | +2.47% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.26% | +0.12% | -1.56% | |
| 15 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.24% | +0.11% | +2.58% | |
| 16 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.22% | -0.04% | +3.47% | |
| 17 | URI | United Rentals Inc | 股票-工業 | 1.22% | +0.34% | +0.20% | |
| 18 | FLEX | Flex Ltd. | 股票-科技 | 1.13% | +1.32% | +2.99% | |
| 19 | CTAS | Cintas CORP | 股票-工業 | 1.06% | -0.14% | +4.43% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.04% | -0.08% | +0.45% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.06% | -8.23% | |
| 22 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.94% | -0.13% | +3.34% | |
| 23 | ANET | Arista Networks Inc | 股票-科技 | 0.94% | +0.16% | +4.43% | |
| 24 | FAST | Fastenal Co | 股票-工業 | 0.88% | -0.17% | +4.37% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.37% | -10.89% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.82% | +1.68% | +1142550.00% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | -0.01% | -1.06% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | -0.02% | -9.76% | |
| 29 | SHEL | Shell Plc-adr | 股票-能源 | 0.74% | -0.25% | +0.59% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.02% | -6.34% | |
| 31 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.72% | -0.16% | +7.32% | |
| 32 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.70% | -0.01% | +4.25% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | -0.07% | -2.33% | |
| 34 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.68% | -0.07% | +5.34% | |
| 35 | UI | Ubiquiti Inc | 股票-科技 | 0.67% | -0.38% | -0.59% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.08% | -5.54% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | -0.02% | -0.62% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.61% | -0.13% | -1.74% | |
| 39 | WAT | Waters CORP | 股票-醫療保健 | 0.60% | +0.04% | +7.09% | |
| 40 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.60% | -0.04% | +2.62% | |
| 41 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.59% | -0.04% | +4.19% | |
| 42 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.59% | — | +1.39% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | -0.08% | -0.95% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.57% | -0.17% | -2.10% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | -0.02% | -2.59% | |
| 46 | HUBB | Hubbell Inc | 股票-工業 | 0.55% | -0.06% | +1.12% | |
| 47 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.54% | +0.59% | +9.77% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.12% | -5.51% | |
| 49 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.54% | -0.09% | +1.01% | |
| 50 | CPRT | Copart Inc | 股票-工業 | 0.53% | -0.13% | +1.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +1142550.00% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.47% | 加碼 |
| 3 | AAPL | Apple Inc | +0.4% | +0.34% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.4% | -1.56% | 減碼 |
| 5 | KLAC | Kla CORP | +0.3% | +0.83% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -7.00% | 減碼 |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | +2507.95% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.48% | 加碼 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1095.45% | 加碼 |
| 10 | WAT | Waters CORP | +0.2% | +7.09% | 加碼 |
| 11 | MTD | Mettler-toledo International | +0.1% | +3.34% | 加碼 |
| 12 | BURL | Burlington Stores Inc | +0.1% | +7.32% | 加碼 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -2.33% | 減碼 |
| 14 | RH | Rh | +0.1% | +115.24% | 加碼 |
| 15 | CLS | Celestica Inc | +0.1% | +7.54% | 加碼 |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +285.45% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +30.04% | 加碼 |
| 18 | OMF | Onemain Holdings Inc | +0.1% | +2.23% | 加碼 |
| 19 | FLEX | Flex Ltd. | +0.1% | +2.99% | 加碼 |
| 20 | MAR | Marriott International -cl A | +0.1% | +0.67% | 加碼 |
| 21 | RY | Royal Bank Of Canada | +0.1% | +11.25% | 加碼 |
| 22 | ODFL | Old Dominion Freight Line | +0.1% | +2.62% | 加碼 |
| 23 | MNST | Monster Beverage CORP | +0.1% | +4.30% | 加碼 |
| 24 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +18.87% | 加碼 |
| 25 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +9.85% | 加碼 |
| 26 | LAD | Lithia Motors Inc | +0.1% | +4.25% | 加碼 |
| 27 | CAT | Caterpillar Inc | +0.1% | -5.61% | 減碼 |
| 28 | NVS | Novartis Ag-sponsored Adr | +0.1% | +11.58% | 加碼 |
| 29 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +11.33% | 加碼 |
| 30 | AVGO | Broadcom Inc | +0.1% | -3.28% | 減碼 |
| 31 | CMI | Cummins Inc | +0.1% | -1.88% | 減碼 |
| 32 | BTI | British American Tob-sp Adr | +0.1% | +10.34% | 加碼 |
| 33 | GSK | Gsk Plc-spon Adr | +0.1% | +10.05% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | +2.18% | 加碼 |
| 35 | NDSN | Nordson CORP | 0% | +5.00% | 加碼 |
| 36 | LECO | Lincoln Electric Holdings | 0% | +5.34% | 加碼 |
| 37 | LPLA | Lpl Financial Holdings Inc | 0% | +1.01% | 加碼 |
| 38 | A | Agilent Technologies Inc | 0% | +1.39% | 加碼 |
| 39 | ACN | Accenture plc | 0% | -1.74% | 減碼 |
| 40 | RF | Regions Financial CORP | 0% | +18.06% | 加碼 |
| 41 | SNY | Sanofi-adr | 0% | +10.81% | 加碼 |
| 42 | JNJ | Johnson & Johnson | 0% | -5.54% | 減碼 |
| 43 | YETI | Yeti Holdings Inc | 0% | -1.05% | 減碼 |
| 44 | LULU | Lululemon Athletica Inc | 0% | -0.49% | 減碼 |
| 45 | AMGN | Amgen Inc | 0% | -2.82% | 減碼 |
| 46 | BP | Bp Plc-spons Adr | 0% | +10.00% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | 0% | -5.51% | 減碼 |
| 48 | EA | Electronic Arts Inc | 0% | +4.19% | 加碼 |
| 49 | TFC | Truist Financial CORP | 0% | -0.03% | 減碼 |
| 50 | IQV | Iqvia Holdings Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Logan Capital Management Inc 在 Q4 2025 季度的美股持倉總市值約為 US$26.9億，共申報了 275 個公開持股部位。
在 Q4 2025 季度，Logan Capital Management Inc 按市值排列的前三大核心持股分別為：AAPL (6.1%)、AVGO (4.2%)、MSFT (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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。
本季最大新建倉標的
IBKR
市值: US$100.6萬
本季最大獲利了結 / 清倉標的
TTEN
前期市值: US$680.9萬
在 Q4 2025 季度中，Logan Capital Management Inc 共進行了 176 項持倉異動，包含新建倉 5 個部位、加碼 68 個部位、減碼 89 個部位以及清倉 14 個部位。 其中最大新建倉標的為 IBKR。 本季清倉部位包含 TTEN。
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。