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: 0000932974
申報總市值
US$103.0億
US$103.0億
560 檔
31.2%
Q1 2026 季度申報顯示，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 揭露的美股組合總市值為 US$103.0億，涵蓋 560 個不同之權益投資部位。
在 Q1 2026，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 展現出較為審慎的避險與獲利了結姿態。本季共減碼 99 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 的前 5 大持股（包含 GOOGL, MA, MSFT）貢獻了組合市值的 31.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 560 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.18% | +0.60% | -2.86% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 6.89% | -0.01% | -0.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.85% | -0.16% | +0.08% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.36% | -0.16% | +2.14% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 3.90% | -0.37% | -0.44% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.73% | +0.33% | +0.75% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 3.57% | -0.94% | +7.55% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.43% | +0.26% | +4.40% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.42% | -0.41% | -2.44% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 3.15% | -0.05% | +0.04% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.64% | -0.25% | -1.56% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.39% | -0.27% | -2.19% | |
| 13 | AMT | American Tower CORP | 股票-房地產 | 2.19% | -0.39% | -5.60% | |
| 14 | PH | Parker Hannifin CORP | 股票-工業 | 2.02% | -0.07% | -1.04% | |
| 15 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.98% | +0.62% | +0.06% | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 1.90% | -0.14% | -0.67% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.82% | +0.20% | +1.71% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.17% | +4.29% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.62% | -0.24% | -1.99% | |
| 20 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.40% | +0.05% | -2.56% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.40% | -0.30% | -5.16% | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.40% | +0.28% | +5.93% | |
| 23 | SNPS | Synopsys Inc | 股票-科技 | 1.27% | +0.25% | +9.85% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.15% | +0.16% | -2.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | +0.05% | +6.83% | |
| 26 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.11% | +0.26% | +10.37% | |
| 27 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.05% | -0.06% | -4.08% | |
| 28 | PAYC | Paycom Software Inc | 股票-科技 | 0.88% | +0.01% | -10.66% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.85% | +0.17% | +3.55% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | +0.01% | -1.93% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.82% | -0.04% | -3.04% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.80% | +0.45% | +2.00% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.77% | -0.11% | -1.49% | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.76% | +0.07% | -2.52% | |
| 35 | ADI | Analog Devices Inc | 股票-科技 | 0.71% | +0.11% | +2.12% | |
| 36 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.69% | -0.09% | -1.40% | |
| 37 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.68% | -0.05% | -0.57% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.62% | -0.28% | -37.86% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | +0.01% | -2.27% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.01% | -0.68% | |
| 41 | WEX | Wex Inc | 股票-科技 | 0.60% | -0.10% | -8.06% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.01% | -2.29% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.57% | +0.07% | -2.61% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.08% | +0.36% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.54% | -0.14% | -16.72% | |
| 46 | CSL | Carlisle Cos Inc | 股票-工業 | 0.46% | +0.17% | +30.81% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.41% | +0.01% | -2.31% | |
| 48 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.39% | +0.03% | +17.42% | |
| 49 | VLTO | Veralto CORP | 股票-工業 | 0.39% | -0.02% | -2.02% | |
| 50 | BR | Broadridge Financial Solutio | 股票-科技 | 0.38% | -0.09% | -0.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EOG | Eog Resources Inc | +0.5% | -0.67% | 減碼 |
| 2 | TJX | Tjx Companies Inc | +0.5% | -2.44% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +2.14% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.5% | +4.40% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +0.75% | 加碼 |
| 6 | MA | Mastercard Inc - A | +0.4% | -0.28% | 減碼 |
| 7 | PH | Parker Hannifin CORP | +0.3% | -1.04% | 減碼 |
| 8 | COST | Costco Wholesale CORP | +0.3% | -2.19% | 減碼 |
| 9 | LLY | Eli Lilly & Co | +0.2% | +194.14% | 加碼 |
| 10 | CNI | Canadian Natl Railway Co | +0.2% | -2.56% | 減碼 |
| 11 | SYK | Stryker CORP | +0.2% | -0.44% | 減碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.83% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.86% | 減碼 |
| 14 | ADI | Analog Devices Inc | +0.2% | +2.12% | 加碼 |
| 15 | CSL | Carlisle Cos Inc | +0.1% | +30.81% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +4.29% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.36% | 加碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +1.71% | 加碼 |
| 19 | DKS | Dick's Sporting Goods Inc | +0.1% | +17.42% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.1% | +2.00% | 加碼 |
| 21 | AMT | American Tower CORP | +0.1% | -5.60% | 減碼 |
| 22 | CHD | Church & Dwight Co Inc | +0.1% | -4.08% | 減碼 |
| 23 | GLD | Spdr Gold Shares | +0.1% | +221.61% | 加碼 |
| 24 | UNP | Union Pacific CORP | +0.1% | -2.61% | 減碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -2.27% | 減碼 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | -2.31% | 減碼 |
| 27 | ECL | Ecolab Inc | +0.1% | +37.19% | 加碼 |
| 28 | ROST | Ross Stores Inc | +0.1% | -3.06% | 減碼 |
| 29 | SBUX | Starbucks CORP | +0.1% | -3.04% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | 0% | -0.68% | 減碼 |
| 31 | AVGO | Broadcom Inc | 0% | +11.12% | 加碼 |
| 32 | PEP | Pepsico Inc | 0% | -4.44% | 減碼 |
| 33 | ORLY | O'reilly Automotive Inc | 0% | -0.57% | 減碼 |
| 34 | WEX | Wex Inc | 0% | -8.06% | 減碼 |
| 35 | DE | Deere & Co | 0% | — | 不變 |
| 36 | CVX | Chevron CORP | 0% | -3.04% | 減碼 |
| 37 | CBT | Cabot CORP | 0% | — | 不變 |
| 38 | ITW | Illinois Tool Works | 0% | +0.30% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -2.29% | 減碼 |
| 40 | MCD | Mcdonald's CORP | 0% | -4.07% | 減碼 |
| 41 | LMT | Lockheed Martin CORP | 0% | +183.45% | 加碼 |
| 42 | OZK | Bank Ozk | 0% | +3225.81% | 加碼 |
| 43 | MSCI | Msci Inc | 0% | — | 不變 |
| 44 | COP | Conocophillips | 0% | -0.11% | 減碼 |
| 45 | GLW | Corning Inc | 0% | -3.13% | 減碼 |
| 46 | NFLX | Netflix Inc | 0% | +4.57% | 加碼 |
| 47 | TKR | Timken Co | 0% | — | 不變 |
| 48 | INTC | Intel CORP | 0% | -5.46% | 減碼 |
| 49 | APD | Air Products & Chemicals Inc | 0% | -2.40% | 減碼 |
| 50 | HASI | Ha Sustainable Infrastructur | 0% | +11.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 在 Q1 2026 季度的美股持倉總市值約為 US$103.0億，共申報了 560 個公開持股部位。
在 Q1 2026 季度，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 按市值排列的前三大核心持股分別為：GOOGL (9.2%)、MA (6.9%)、MSFT (6.8%)。其中最大持股部位 GOOGL 佔據整體投資組合約 9.2% 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
SUNB
市值: US$81.5萬
本季最大獲利了結 / 清倉標的
SEM
前期市值: US$38.3萬
在 Q1 2026 季度中，Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 共進行了 156 項持倉異動，包含新建倉 5 個部位、加碼 50 個部位、減碼 99 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SUNB。 本季清倉部位包含 SEM。
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。