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: 0001802539
申報總市值
US$201.2億
US$201.2億
378 檔
20.7%
M&G Plc 在 Q1 2026 季度的美股部位總計估值為 US$201.2億，分散於 378 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，M&G Plc 展現了靈活的資產再平衡步調，透過出清 34 檔弱勢或達到目標價部位，將資金轉置於 33 檔新建倉標的之中。
在資產配置集中度方面，M&G Plc 的前 5 大核心持股（包含 MSFT, AMCR, AZN 等）合計佔整體申報市值的 20.7%，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 378 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 | MSFT | Microsoft CORP | 股票-科技 | 5.47% | -0.95% | +18.07% | |
| 2 | AMCR | Amcor plc | 股票-循環性消費 | 5.20% | +0.73% | — | |
| 3 | AZN | AstraZeneca PLC | 股票-醫療保健 | 4.22% | -0.05% | — | |
| 4 | MEOH | Methanex CORP | 股票-其他 | 3.86% | -1.04% | -2.38% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.75% | -0.32% | +6.14% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | -0.04% | +6.21% | |
| 7 | VFC | Vf CORP | 股票-循環性消費 | 2.26% | -0.08% | +0.92% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.94% | -0.14% | -15.58% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | +1.12% | +49.96% | |
| 10 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.82% | -0.29% | -19.22% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.61% | -0.01% | +12.75% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 1.51% | — | +32.59% | |
| 13 | TTE | TotalEnergies SE | 股票-其他 | 1.51% | -0.37% | -5.76% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.44% | -0.01% | +4.75% | |
| 15 | EQIX | Equinix Inc | 股票-房地產 | 1.43% | -0.26% | -9.50% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | +0.08% | +18.99% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.35% | +0.07% | -16.05% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.09% | +3.24% | |
| 19 | RSG | Republic Services Inc | 股票-工業 | 1.29% | +0.01% | -3.45% | |
| 20 | HTHT | H World Group Ltd-adr | 股票-其他 | 1.21% | +0.06% | -22.14% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.19% | +0.35% | -2.21% | |
| 22 | FNV | Franco-nevada CORP | 股票-原物料 | 1.14% | +0.01% | -13.24% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 1.12% | -0.31% | -7.87% | |
| 24 | ACN | Accenture plc | 股票-科技 | 1.10% | -0.28% | +4.00% | |
| 25 | MICC | The Magnum Ice Cream Company N. | 股票-非循環性消費 | 1.10% | +0.20% | +79.87% | |
| 26 | EBAY | Ebay Inc | 股票-循環性消費 | 1.06% | +0.10% | -8.55% | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.04% | +0.18% | -31.23% | |
| 28 | UBS | UBS Group AG | 股票-金融 | 1.00% | +0.31% | +10.66% | |
| 29 | AMT | American Tower CORP | 股票-房地產 | 1.00% | -0.13% | +3.76% | |
| 30 | SNPS | Synopsys Inc | 股票-科技 | 0.97% | — | -14.93% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.96% | +0.11% | -8.77% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 0.93% | -0.37% | +331.18% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.92% | -0.49% | -17.89% | |
| 34 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.88% | -0.04% | — | |
| 35 | ARES | Ares Management CORP - A | 股票-金融 | 0.87% | +0.03% | +27.04% | |
| 36 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.85% | -0.01% | -3.82% | |
| 37 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.82% | +0.02% | -14.78% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.80% | -0.28% | -4.43% | |
| 39 | ON | On Semiconductor | 股票-科技 | 0.79% | +0.11% | -3.79% | |
| 40 | BALL | Ball CORP | 股票-循環性消費 | 0.74% | -0.02% | +3.88% | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.72% | +0.06% | +16.01% | |
| 42 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.72% | -0.05% | -3.74% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.69% | +0.02% | -27.54% | |
| 44 | CSX | Csx CORP | 股票-工業 | 0.68% | +0.02% | -10.93% | |
| 45 | ENB | Enbridge Inc | 股票-能源 | 0.68% | -0.16% | -10.68% | |
| 46 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.67% | -0.36% | -6.83% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | +0.44% | +6.08% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.60% | +0.01% | +3.14% | |
| 49 | MSA | Msa Safety Inc | 股票-工業 | 0.59% | +0.01% | -4.22% | |
| 50 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.55% | +0.03% | +29.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MEOH | Methanex CORP | +1.2% | -2.38% | 減碼 |
| 2 | INTU | Intuit Inc | +0.6% | +331.18% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | +49.96% | 加碼 |
| 4 | MICC | The Magnum Ice Cream Company N. | +0.4% | +79.87% | 加碼 |
| 5 | TTE | TotalEnergies SE | +0.4% | -5.76% | 減碼 |
| 6 | EWW | Ishares Msci Mexico ETF | +0.3% | — | 不變 |
| 7 | MDT | Medtronic plc | +0.3% | +32.59% | 加碼 |
| 8 | EQIX | Equinix Inc | +0.2% | -9.50% | 減碼 |
| 9 | AWK | American Water Works Co Inc | +0.2% | +29.57% | 加碼 |
| 10 | IPGP | Ipg Photonics CORP | +0.1% | -3.87% | 減碼 |
| 11 | CEG | Constellation Energy | +0.1% | +216.45% | 加碼 |
| 12 | BALL | Ball CORP | +0.1% | +3.88% | 加碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.08% | 加碼 |
| 14 | TMUS | T-mobile US Inc | +0.1% | +55.11% | 加碼 |
| 15 | ON | On Semiconductor | +0.1% | -3.79% | 減碼 |
| 16 | KOS | Kosmos Energy LTD | +0.1% | -19.52% | 減碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | +171.79% | 加碼 |
| 18 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +2398.48% | 加碼 |
| 19 | LIN | Linde plc | +0.1% | -2.47% | 減碼 |
| 20 | HUM | Humana Inc | +0.1% | +550.22% | 加碼 |
| 21 | VEEV | Veeva Systems Inc-class A | +0.1% | +2092.46% | 加碼 |
| 22 | GRMN | Garmin Ltd. | +0.1% | +0.84% | 加碼 |
| 23 | STX 3.5 06-01-28債券 | Seagate Hdd Cayman | +0.1% | -7.85% | 減碼 |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +39.96% | 加碼 |
| 25 | SNOW | Snowflake Inc | +0.1% | +939.58% | 加碼 |
| 26 | AEIS | Advanced Energy Industries | +0.1% | +4556.29% | 加碼 |
| 27 | PYPL | Paypal Holdings Inc | +0.1% | +103.37% | 加碼 |
| 28 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +0.1% | +26.08% | 加碼 |
| 29 | GLOB | Globant S.A. | +0.1% | +219.30% | 加碼 |
| 30 | PONY | Pony Ai Inc | +0.1% | +268.86% | 加碼 |
| 31 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +45.67% | 加碼 |
| 32 | LNG | Cheniere Energy Inc | +0.1% | -27.54% | 減碼 |
| 33 | FNV | Franco-nevada CORP | +0.1% | -13.24% | 減碼 |
| 34 | EXC | Exelon CORP | 0% | +0.49% | 加碼 |
| 35 | ABT | Abbott Laboratories | 0% | +44.74% | 加碼 |
| 36 | V | Visa Inc-class A Shares | 0% | +18.99% | 加碼 |
| 37 | VZ | Verizon Communications Inc | 0% | +6.94% | 加碼 |
| 38 | BRKR | Bruker CORP | 0% | +45.10% | 加碼 |
| 39 | AMZN | Amazon.com Inc | 0% | +16.01% | 加碼 |
| 40 | DEC | Diversified Energy Co | 0% | -8.12% | 減碼 |
| 41 | AMGN | Amgen Inc | 0% | -4.43% | 減碼 |
| 42 | AMT | American Tower CORP | 0% | +3.76% | 加碼 |
| 43 | SFD | Smithfield Foods Inc | 0% | +53.98% | 加碼 |
| 44 | KR | Kroger Co | 0% | +0.72% | 加碼 |
| 45 | BN | Brookfield CORP | 0% | +19.69% | 加碼 |
| 46 | FMC | Fmc CORP | 0% | +1.12% | 加碼 |
| 47 | HAL | Halliburton Co | 0% | -12.14% | 減碼 |
| 48 | BUR | Burford Capital Limited | 0% | +39.50% | 加碼 |
| 49 | NEE | Nextera Energy Inc | 0% | -15.58% | 減碼 |
| 50 | DGX | Quest Diagnostics Inc | 0% | -14.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，M&G Plc 在 Q1 2026 季度的美股持倉總市值約為 US$201.2億，共申報了 378 個公開持股部位。
在 Q1 2026 季度，M&G Plc 按市值排列的前三大核心持股分別為：MSFT (5.5%)、AMCR (5.2%)、AZN (4.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.5% 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
AMCR
市值: US$10.1億
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$9.2億
在 Q1 2026 季度中，M&G Plc 共進行了 197 項持倉異動，包含新建倉 33 個部位、加碼 56 個部位、減碼 74 個部位以及清倉 34 個部位。 其中最大新建倉標的為 AMCR。 本季清倉部位包含 AMCR。
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。