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
273 檔
15.5%
在 Q1 2026 申報期間，Logan Capital Management Inc（CIK: 0001121330）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$26.9億，共持有 273 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Logan Capital Management Inc 在獲利結算 15 檔個股的同時，將資本重新部署至 13 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Logan Capital Management Inc 的前 5 大核心持股（包含 AAPL, AVGO, AMZN 等）合計佔整體申報市值的 15.5%，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 273 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 | 5.73% | -0.37% | -2.95% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.84% | -0.10% | -0.79% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.97% | -0.08% | -0.39% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 2.81% | +0.58% | +1.63% | |
| 5 | LCLG | Logan Capital Broad Innovati | ETF-其他 | 2.79% | +0.16% | +4.11% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 2.70% | +1.42% | -22.01% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.42% | -1.83% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 1.96% | -0.72% | +0.32% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.94% | -0.24% | -0.39% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.94% | -0.31% | +0.80% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.64% | -0.02% | +0.05% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.62% | +0.09% | -0.10% | |
| 13 | APP | Applovin Corp-class A | 股票-科技 | 1.43% | +0.15% | +0.33% | |
| 14 | FAST | Fastenal Co | 股票-工業 | 1.40% | -0.17% | +32.97% | |
| 15 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.33% | +0.11% | +1.74% | |
| 16 | FLEX | Flex Ltd. | 股票-科技 | 1.32% | +1.32% | +4.63% | |
| 17 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.26% | -0.04% | -0.14% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | +0.12% | +0.25% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.37% | -8.70% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.08% | +1.68% | +7.29% | |
| 21 | URI | United Rentals Inc | 股票-工業 | 1.06% | +0.34% | -6.76% | |
| 22 | CTAS | Cintas CORP | 股票-工業 | 1.00% | -0.14% | +1.41% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.97% | -0.08% | -8.89% | |
| 24 | SHEL | Shell Plc-adr | 股票-能源 | 0.95% | -0.25% | -1.98% | |
| 25 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.92% | -0.13% | +3.74% | |
| 26 | UI | Ubiquiti Inc | 股票-科技 | 0.90% | -0.38% | -9.25% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.06% | -0.64% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 0.90% | +0.16% | -1.06% | |
| 29 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.90% | -0.16% | +7.18% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.07% | +0.07% | |
| 31 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.78% | +0.59% | +5.55% | |
| 32 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.78% | -0.04% | +1.43% | |
| 33 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.75% | -0.07% | +2.56% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.02% | -1.04% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.02% | -0.91% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.08% | -17.25% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.01% | -0.88% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.67% | +0.18% | — | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.17% | +1.39% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.02% | -1.87% | |
| 41 | HUBB | Hubbell Inc | 股票-工業 | 0.63% | -0.06% | -0.04% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.62% | -0.25% | +12.46% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.61% | -0.02% | -0.09% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.08% | -0.30% | |
| 45 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.58% | — | +11.40% | |
| 46 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.57% | -0.01% | +4.05% | |
| 47 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.56% | -0.02% | +12.69% | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.55% | -0.15% | +11.07% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.54% | -0.16% | +4.66% | |
| 50 | NDSN | Nordson CORP | 股票-工業 | 0.53% | -0.02% | -0.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FAST | Fastenal Co | +0.5% | +32.97% | 加碼 |
| 2 | EQNR | Equinor Asa-spon Adr | +0.3% | +13.80% | 加碼 |
| 3 | AXP | American Express Co | +0.3% | +1289.85% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.3% | +7.29% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | -8.70% | 減碼 |
| 6 | STRL | Sterling Infrastructure Inc | +0.2% | +5.55% | 加碼 |
| 7 | UI | Ubiquiti Inc | +0.2% | -9.25% | 減碼 |
| 8 | SHEL | Shell Plc-adr | +0.2% | -1.98% | 減碼 |
| 9 | FLEX | Flex Ltd. | +0.2% | +4.63% | 加碼 |
| 10 | ODFL | Old Dominion Freight Line | +0.2% | +1.43% | 加碼 |
| 11 | BURL | Burlington Stores Inc | +0.2% | +7.18% | 加碼 |
| 12 | COP | Conocophillips | +0.2% | +1.27% | 加碼 |
| 13 | T | At&t Inc | +0.2% | +12.46% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.2% | — | 不變 |
| 15 | VZ | Verizon Communications Inc | +0.1% | +4.66% | 加碼 |
| 16 | PFE | Pfizer Inc | +0.1% | +11.07% | 加碼 |
| 17 | KO | Coca-cola Co/the | +0.1% | +73.51% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.07% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +0.32% | 加碼 |
| 20 | BP | Bp Plc-spons Adr | +0.1% | -6.18% | 減碼 |
| 21 | CNI | Canadian Natl Railway Co | +0.1% | +49.55% | 加碼 |
| 22 | MAR | Marriott International -cl A | +0.1% | +12.69% | 加碼 |
| 23 | DE | Deere & Co | +0.1% | — | 不變 |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.1% | +10.81% | 加碼 |
| 25 | WFC | Wells Fargo & Co | +0.1% | +37.91% | 加碼 |
| 26 | WSM | Williams-sonoma Inc | +0.1% | +1.74% | 加碼 |
| 27 | HUBB | Hubbell Inc | +0.1% | -0.04% | 減碼 |
| 28 | PEP | Pepsico Inc | +0.1% | +1.39% | 加碼 |
| 29 | TXRH | Texas Roadhouse Inc | +0.1% | +11.40% | 加碼 |
| 30 | TMO | Thermo Fisher Scientific Inc | +0.1% | +977.62% | 加碼 |
| 31 | CL | Colgate-palmolive Co | +0.1% | +42.37% | 加碼 |
| 32 | HSY | Hershey Co/the | +0.1% | — | 不變 |
| 33 | NDSN | Nordson CORP | +0.1% | -0.18% | 減碼 |
| 34 | LECO | Lincoln Electric Holdings | +0.1% | +2.56% | 加碼 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +0.31% | 加碼 |
| 36 | DEO | Diageo Plc-sponsored Adr | +0.1% | +58.65% | 加碼 |
| 37 | GSK | Gsk Plc-spon Adr | +0.1% | +9.42% | 加碼 |
| 38 | ASML | ASML Holding N.V. | +0.1% | +0.06% | 加碼 |
| 39 | LFUS | Littelfuse Inc | +0.1% | +3.44% | 加碼 |
| 40 | LMT | Lockheed Martin CORP | +0.1% | -0.57% | 減碼 |
| 41 | ETN | Eaton Corporation plc | +0.1% | -1.93% | 減碼 |
| 42 | SBUX | Starbucks CORP | +0.1% | -0.09% | 減碼 |
| 43 | MSI | Motorola Solutions Inc | +0.1% | +22.22% | 加碼 |
| 44 | UPS | United Parcel Service-cl B | +0.1% | +15.14% | 加碼 |
| 45 | GLW | Corning Inc | 0% | — | 不變 |
| 46 | HMC | Honda Motor Co Ltd-spons Adr | 0% | +41.00% | 加碼 |
| 47 | MIDD | Middleby CORP | 0% | +261.96% | 加碼 |
| 48 | SYK | Stryker CORP | 0% | +84.66% | 加碼 |
| 49 | SNY | Sanofi-adr | 0% | +11.03% | 加碼 |
| 50 | PSX | Phillips 66 | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Logan Capital Management Inc 在 Q1 2026 季度的美股持倉總市值約為 US$26.9億，共申報了 273 個公開持股部位。
在 Q1 2026 季度，Logan Capital Management Inc 按市值排列的前三大核心持股分別為：AAPL (5.7%)、AVGO (3.8%)、AMZN (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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
TTE
市值: US$1013.6萬
本季最大獲利了結 / 清倉標的
IWF
前期市值: US$590.0萬
在 Q1 2026 季度中，Logan Capital Management Inc 共進行了 179 項持倉異動，包含新建倉 13 個部位、加碼 69 個部位、減碼 82 個部位以及清倉 15 個部位。 其中最大新建倉標的為 TTE。 本季清倉部位包含 IWF。
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。