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: 0001535784
申報總市值
US$23.5億
US$23.5億
187 檔
12.2%
Q1 2026 季度申報顯示，Lombard Odier Asset Management 揭露的美股組合總市值為 US$23.5億，涵蓋 187 個不同之權益投資部位。
Lombard Odier Asset Management 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 31 個全新部位及加碼 59 檔持股的同時，亦同步清倉 32 檔並減碼 73 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, GOOGL, DUK 4.125 04-15-26）占據了總市值的 12.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 4.22% | -0.26% | +8.21% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.07% | -0.73% | -0.35% | |
| 3 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 3.21% | -3.21% | EXIT | |
| 4 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 2.21% | -0.93% | +36.78% | |
| 5 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 1.90% | -0.43% | +221.66% | |
| 6 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 1.66% | -0.56% | +51.67% | |
| 7 | NEE 3 03-01-27債券 | Nextera Energy Capital | 債券 | 1.52% | -0.39% | +18.28% | |
| 8 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | 債券 | 1.50% | -0.56% | +26.13% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.45% | -0.57% | -14.86% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.44% | -0.34% | +7.16% | |
| 11 | ON 0 05-01-27債券 | On Semiconductor CORP | 債券 | 1.44% | -0.47% | — | |
| 12 | LYV 2.875 01-15-30債券 | Live Nation Entertainmen | 債券 | 1.41% | -0.20% | -20.10% | |
| 13 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | 債券 | 1.40% | -0.16% | +28.89% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.19% | -0.40% | -3.18% | |
| 15 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 1.19% | -1.19% | EXIT | |
| 16 | NIO 3.875 10-15-29債券 | Nio Inc | 債券 | 1.16% | -1.16% | EXIT | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.15% | -0.37% | +4.49% | |
| 18 | DDOG 0 12-01-29債券 | Datadog Inc | 債券 | 1.13% | +0.07% | +3.85% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | +0.44% | -59.56% | |
| 20 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.08% | -0.55% | -10.10% | |
| 21 | ECL | Ecolab Inc | 股票-原物料 | 1.06% | -0.21% | -28.55% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 1.04% | +0.10% | +30.45% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.02% | -0.87% | -4.06% | |
| 24 | MFC | Manulife Financial CORP | 股票-金融 | 1.01% | -0.29% | -22.23% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | -0.23% | +31.39% | |
| 26 | MCHP 0.75 06-01-30債券 | Microchip Technology Inc | 債券 | 0.98% | -0.44% | -7.44% | |
| 27 | PSN 2.625 03-01-29債券 | Parsons CORP | 債券 | 0.91% | -0.01% | +22.84% | |
| 28 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.90% | +0.03% | -31.66% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.90% | -0.79% | +277.70% | |
| 30 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 0.87% | +0.22% | — | |
| 31 | RSG | Republic Services Inc | 股票-工業 | 0.86% | -0.01% | +7.57% | |
| 32 | SNOW 0 10-01-29債券 | Snowflake Inc | 債券 | 0.84% | +1.80% | — | |
| 33 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.84% | -0.21% | +63.54% | |
| 34 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.83% | -0.28% | +87.02% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 0.81% | -0.18% | +113.57% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | +0.18% | -0.10% | |
| 37 | MSCI | Msci Inc | 股票-金融 | 0.80% | -0.14% | +143.53% | |
| 38 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.80% | -0.03% | +30.89% | |
| 39 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.80% | -0.28% | +14.48% | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.80% | -0.20% | — | |
| 41 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.78% | -0.53% | -4.15% | |
| 42 | QXO | Qxo Inc | 股票-工業 | 0.78% | -0.11% | -13.90% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | +0.14% | -7.26% | |
| 44 | CTVA | Corteva Inc | 股票-原物料 | 0.76% | -0.41% | -11.90% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.75% | -0.59% | -14.88% | |
| 46 | ADSK | Autodesk Inc | 股票-科技 | 0.75% | -0.25% | +20.58% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.22% | -38.58% | |
| 48 | FWONK 2.25 08-15-27債券 | Liberty Media CORP | 債券 | 0.72% | -0.11% | +21.85% | |
| 49 | CSX | Csx CORP | 股票-工業 | 0.71% | +0.11% | -14.04% | |
| 50 | ROK | Rockwell Automation Inc | 股票-工業 | 0.71% | +0.21% | +54.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DUK 4.125 04-15-26債券 | Duke Energy CORP | +1.5% | +56.80% | 加碼 |
| 2 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +1.3% | +221.66% | 加碼 |
| 3 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | +0.9% | +36.78% | 加碼 |
| 4 | PCG 4.25 12-01-27債券 | Pg&e CORP | +0.7% | +51.67% | 加碼 |
| 5 | INTU | Intuit Inc | +0.6% | +277.70% | 加碼 |
| 6 | NXT | Nextpower Inc-cl A | +0.5% | +63.54% | 加碼 |
| 7 | MSCI | Msci Inc | +0.5% | +143.53% | 加碼 |
| 8 | NEE 3 03-01-27債券 | Nextera Energy Capital | +0.5% | +18.28% | 加碼 |
| 9 | AWK | American Water Works Co Inc | +0.4% | +212.45% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.4% | +8.21% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.4% | +113.57% | 加碼 |
| 12 | WMS | Advanced Drainage Systems In | +0.4% | +87.02% | 加碼 |
| 13 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | +0.4% | +28.89% | 加碼 |
| 14 | MRK | Merck & Co. Inc. | +0.4% | +7.16% | 加碼 |
| 15 | WM | Waste Management Inc | +0.4% | +30.45% | 加碼 |
| 16 | ETN | Eaton Corporation plc | +0.3% | +80.15% | 加碼 |
| 17 | DAR | Darling Ingredients Inc | +0.3% | +14.20% | 加碼 |
| 18 | GPN | Global Payments Inc | +0.3% | +166.86% | 加碼 |
| 19 | NIO 3.875 10-15-29債券 | Nio Inc | +0.3% | +12.72% | 加碼 |
| 20 | AMD | Advanced Micro Devices | +0.3% | +31.39% | 加碼 |
| 21 | PNW 4.75 06-15-27債券 | Pinnacle West Capital | +0.3% | +58.59% | 加碼 |
| 22 | ROK | Rockwell Automation Inc | +0.3% | +54.19% | 加碼 |
| 23 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | +0.2% | +26.13% | 加碼 |
| 24 | AA | Alcoa CORP | +0.2% | +90.91% | 加碼 |
| 25 | PSN 2.625 03-01-29債券 | Parsons CORP | +0.2% | +22.84% | 加碼 |
| 26 | BSY | Bentley Systems Inc-class B | +0.2% | +158.85% | 加碼 |
| 27 | CP | Canadian Pacific Kansas City | +0.2% | +73.48% | 加碼 |
| 28 | NOW | Servicenow Inc | +0.2% | +104.93% | 加碼 |
| 29 | NTNX 0.25 10-01-27債券 | Nutanix Inc | +0.2% | +63.87% | 加碼 |
| 30 | PWR | Quanta Services Inc | +0.2% | +3.89% | 加碼 |
| 31 | CDNS | Cadence Design Sys Inc | +0.2% | +30.89% | 加碼 |
| 32 | CCJ | Cameco CORP | +0.2% | -0.24% | 減碼 |
| 33 | MPWR | Monolithic Power Systems Inc | +0.2% | -4.15% | 減碼 |
| 34 | ZTS | Zoetis Inc | +0.2% | +33.27% | 加碼 |
| 35 | RSG | Republic Services Inc | +0.2% | +7.57% | 加碼 |
| 36 | WPM | Wheaton Precious Metals CORP | +0.2% | -4.06% | 減碼 |
| 37 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | +0.1% | +22.95% | 加碼 |
| 38 | PSMT | Pricesmart Inc | +0.1% | +1.20% | 加碼 |
| 39 | FWONK 2.25 08-15-27債券 | Liberty Media CORP | +0.1% | +21.85% | 加碼 |
| 40 | CTVA | Corteva Inc | +0.1% | -11.90% | 減碼 |
| 41 | JNJ | Johnson & Johnson | +0.1% | -7.26% | 減碼 |
| 42 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +0.1% | — | 不變 |
| 43 | NEE | Nextera Energy Inc | +0.1% | -14.86% | 減碼 |
| 44 | NVT | nVent Electric plc | +0.1% | +0.81% | 加碼 |
| 45 | HAE 2.5 06-01-29債券 | Haemonetics CORP | +0.1% | +26.94% | 加碼 |
| 46 | CYTK | Cytokinetics Inc | +0.1% | +15.06% | 加碼 |
| 47 | TJX | Tjx Companies Inc | +0.1% | +1.68% | 加碼 |
| 48 | AAPL | Apple Inc | +0.1% | +13.20% | 加碼 |
| 49 | IQV | Iqvia Holdings Inc | +0.1% | +38.26% | 加碼 |
| 50 | CMS | Cms Energy CORP | +0.1% | +23.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lombard Odier Asset Management 在 Q1 2026 季度的美股持倉總市值約為 US$23.5億，共申報了 187 個公開持股部位。
在 Q1 2026 季度，Lombard Odier Asset Management 按市值排列的前三大核心持股分別為：NVDA (4.2%)、GOOGL (4.1%)、DUK 4.125 04-15-26 (3.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.2% 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
ON 0 05-01-27
市值: US$2639.1萬
本季最大獲利了結 / 清倉標的
SO 4.5 06-15-27
前期市值: US$3210.9萬
在 Q1 2026 季度中，Lombard Odier Asset Management 共進行了 195 項持倉異動，包含新建倉 31 個部位、加碼 59 個部位、減碼 73 個部位以及清倉 32 個部位。 其中最大新建倉標的為 ON 0 05-01-27。 本季清倉部位包含 SO 4.5 06-15-27。
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。