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: 0001050470
申報總市值
US$551.0億
US$551.0億
883 檔
6.0%
Q1 2026 季度申報顯示，Lsv Asset Management 揭露的美股組合總市值為 US$551.0億，涵蓋 883 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Lsv Asset Management 的板塊替換策略：機構本季推動了 92 筆增持與 108 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 GOOGL, T, C）占據了總市值的 6.0%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 883 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 | 1.66% | +0.41% | -1.34% | |
| 2 | T | At&t Inc | 股票-通訊服務 | 1.39% | -0.51% | -0.89% | |
| 3 | C | Citigroup Inc | 股票-金融 | 1.38% | +0.06% | -2.25% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.17% | -3.93% | |
| 5 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.32% | -0.08% | -1.66% | |
| 6 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.31% | -0.32% | +0.57% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.16% | -0.13% | +2.34% | |
| 8 | STT | State Street CORP | 股票-金融 | 1.11% | +0.14% | -3.32% | |
| 9 | GM | General Motors Co | 股票-循環性消費 | 1.10% | -0.12% | -3.01% | |
| 10 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.09% | -0.50% | -13.70% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.05% | -0.13% | -2.27% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.05% | +0.11% | +9.34% | |
| 13 | PFE | Pfizer Inc | 股票-醫療保健 | 1.05% | -0.22% | -1.21% | |
| 14 | KR | Kroger Co | 股票-非循環性消費 | 1.03% | -0.37% | -2.43% | |
| 15 | EBAY | Ebay Inc | 股票-循環性消費 | 1.02% | -0.33% | -4.75% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.00% | +0.87% | -0.43% | |
| 17 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 0.97% | +0.02% | -2.81% | |
| 18 | NEM | Newmont CORP | 股票-原物料 | 0.89% | -0.23% | -4.24% | |
| 19 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.87% | -0.27% | -30.24% | |
| 20 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.87% | -0.20% | -2.83% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.85% | -0.21% | -0.29% | |
| 22 | MO | Altria Group Inc | 股票-非循環性消費 | 0.85% | — | +15.05% | |
| 23 | FDX | Fedex CORP | 股票-工業 | 0.85% | -0.47% | -2.44% | |
| 24 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.83% | -0.26% | -0.90% | |
| 25 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.81% | -0.18% | -2.57% | |
| 26 | INCY | Incyte CORP | 股票-醫療保健 | 0.80% | +0.05% | -0.35% | |
| 27 | CFG | Citizens Financial Group | 股票-金融 | 0.78% | -0.05% | -2.31% | |
| 28 | SNX | TD Synnex CORP | 股票-科技 | 0.78% | +0.30% | +2.42% | |
| 29 | TXT | Textron Inc | 股票-工業 | 0.77% | — | +0.95% | |
| 30 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.75% | +0.04% | +0.08% | |
| 31 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.72% | -0.08% | -1.85% | |
| 32 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.72% | +0.08% | -0.00% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.23% | -7.25% | |
| 34 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.70% | +0.17% | -0.82% | |
| 35 | AIG | American International Group | 股票-金融 | 0.68% | -0.08% | +4.55% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.67% | — | -3.61% | |
| 37 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.67% | +0.01% | -2.33% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.06% | -3.08% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | +0.16% | +3267.44% | |
| 40 | VLO | Valero Energy CORP | 股票-能源 | 0.64% | -0.06% | -3.44% | |
| 41 | OSK | Oshkosh CORP | 股票-工業 | 0.63% | -0.04% | +3.91% | |
| 42 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.61% | +0.45% | -0.57% | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.60% | +0.05% | +114.16% | |
| 44 | ARW | Arrow Electronics Inc | 股票-科技 | 0.59% | +0.14% | -1.98% | |
| 45 | FHN | First Horizon CORP | 股票-金融 | 0.59% | +0.02% | -0.90% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | — | -2.70% | |
| 47 | DBX | Dropbox Inc-class A | 股票-科技 | 0.57% | — | -0.45% | |
| 48 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.57% | +0.14% | +23.38% | |
| 49 | DOX | Amdocs Limited | 股票-科技 | 0.56% | -0.15% | +8.83% | |
| 50 | MTG | Mgic Investment CORP | 股票-金融 | 0.56% | -0.06% | -1.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.6% | +3267.44% | 加碼 |
| 2 | CRM | Salesforce Inc | +0.5% | +102725.00% | 加碼 |
| 3 | ALL | Allstate CORP | +0.3% | +114.16% | 加碼 |
| 4 | VZ | Verizon Communications Inc | +0.2% | +0.57% | 加碼 |
| 5 | DELL | Dell Technologies -c | +0.2% | -0.43% | 減碼 |
| 6 | MPC | Marathon Petroleum CORP | +0.2% | -3.61% | 減碼 |
| 7 | MO | Altria Group Inc | +0.2% | +15.05% | 加碼 |
| 8 | VLO | Valero Energy CORP | +0.2% | -3.44% | 減碼 |
| 9 | CF | Cf Industries Holdings Inc | +0.2% | +10.81% | 加碼 |
| 10 | T | At&t Inc | +0.2% | -0.89% | 減碼 |
| 11 | APA | Apa CORP | +0.2% | +3.10% | 加碼 |
| 12 | HAL | Halliburton Co | +0.2% | +6.18% | 加碼 |
| 13 | MTDR | Matador Resources Co | +0.2% | +0.15% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -7.25% | 減碼 |
| 15 | DINO | Hf Sinclair CORP | +0.2% | +7.67% | 加碼 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +2.34% | 加碼 |
| 17 | FDX | Fedex CORP | +0.1% | -2.44% | 減碼 |
| 18 | NFG | National Fuel Gas Co | +0.1% | +23.99% | 加碼 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -1.66% | 減碼 |
| 20 | ARW | Arrow Electronics Inc | +0.1% | -1.98% | 減碼 |
| 21 | BWA | Borgwarner Inc | +0.1% | +0.08% | 加碼 |
| 22 | CRUS | Cirrus Logic Inc | +0.1% | -1.85% | 減碼 |
| 23 | OSK | Oshkosh CORP | +0.1% | +3.91% | 加碼 |
| 24 | SNDK | Sandisk CORP | +0.1% | -32.40% | 減碼 |
| 25 | OTTR | Otter Tail CORP | +0.1% | +94.23% | 加碼 |
| 26 | KR | Kroger Co | +0.1% | -2.43% | 減碼 |
| 27 | PFE | Pfizer Inc | +0.1% | -1.21% | 減碼 |
| 28 | SNX | TD Synnex CORP | +0.1% | +2.42% | 加碼 |
| 29 | EIX | Edison International | +0.1% | +76.91% | 加碼 |
| 30 | SON | Sonoco Products Co | +0.1% | +33.46% | 加碼 |
| 31 | CCK | Crown Holdings Inc | +0.1% | +52.88% | 加碼 |
| 32 | ENS | Enersys | +0.1% | +27.90% | 加碼 |
| 33 | AVT | Avnet Inc | +0.1% | +1.80% | 加碼 |
| 34 | SPB | Spectrum Brands Holdings Inc | +0.1% | +70.86% | 加碼 |
| 35 | STNG | Scorpio Tankers Inc. | +0.1% | -1.36% | 減碼 |
| 36 | RNG | Ringcentral Inc-class A | +0.1% | +13.26% | 加碼 |
| 37 | UTHR | United Therapeutics CORP | +0.1% | -2.30% | 減碼 |
| 38 | DVA | Davita Inc | +0.1% | -0.61% | 減碼 |
| 39 | PSX | Phillips 66 | +0.1% | -5.58% | 減碼 |
| 40 | LYFT | Lyft Inc-a | +0.1% | +10390.32% | 加碼 |
| 41 | STZ | Constellation Brands Inc-a | +0.1% | +34.55% | 加碼 |
| 42 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | -2.81% | 減碼 |
| 43 | COP | Conocophillips | +0.1% | -2.86% | 減碼 |
| 44 | RAMP | Liveramp Holdings Inc | +0.1% | +567.13% | 加碼 |
| 45 | ✓ | Bank Of Nt Butterfield&son L | +0.1% | +59.36% | 加碼 |
| 46 | EOG | Eog Resources Inc | +0.1% | -1.44% | 減碼 |
| 47 | AKAM | Akamai Technologies Inc | +0.1% | +4.99% | 加碼 |
| 48 | ALSN | Allison Transmission Holding | +0.1% | -6.73% | 減碼 |
| 49 | PBI | Pitney Bowes Inc | +0.1% | +50.91% | 加碼 |
| 50 | NTCT | Netscout Systems Inc | +0.1% | +19.99% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lsv Asset Management 在 Q1 2026 季度的美股持倉總市值約為 US$551.0億，共申報了 883 個公開持股部位。
在 Q1 2026 季度，Lsv Asset Management 按市值排列的前三大核心持股分別為：GOOGL (1.7%)、T (1.4%)、C (1.4%)。其中最大持股部位 GOOGL 佔據整體投資組合約 1.7% 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
GEHC
市值: US$1.3億
本季最大獲利了結 / 清倉標的
TGNA
前期市值: US$1.3億
在 Q1 2026 季度中，Lsv Asset Management 共進行了 200 項持倉異動，包含新建倉 7 個部位、加碼 85 個部位、減碼 99 個部位以及清倉 9 個部位。 其中最大新建倉標的為 GEHC。 本季清倉部位包含 TGNA。
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。