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: 0001418333
申報總市值
US$231.5億
US$231.5億
813 檔
16.7%
在 Q1 2026 申報期間，Macquarie Group LTD（CIK: 0001418333）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$231.5億，共持有 813 個公開申報部位。
從 Q1 2026 申報觀察，Macquarie Group LTD 採取防禦導向的調倉策略，本季減碼 155 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Macquarie Group LTD 的前 5 大核心持股（包含 IVV, SPY, NVDA 等）合計佔整體申報市值的 16.7%，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 813 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.12% | +1.63% | -30.24% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.20% | -2.47% | +576.69% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.50% | +0.53% | -38.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.88% | -0.25% | -32.23% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | +0.25% | -41.04% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.30% | +0.27% | -2.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.14% | +0.58% | -34.50% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.92% | +0.17% | -27.00% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.85% | +0.35% | -78.07% | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 1.68% | +0.48% | +4.65% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.49% | +0.37% | -50.31% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.29% | -5.45% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.29% | +0.16% | +17.76% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.19% | -0.14% | -34.06% | |
| 15 | PM | Philip Morris International | 股票-非循環性消費 | 0.97% | -0.05% | +18.74% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.95% | -0.72% | -19.27% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.91% | +0.18% | -39.70% | |
| 18 | C | Citigroup Inc | 股票-金融 | 0.87% | -0.16% | -23.15% | |
| 19 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.84% | -0.25% | -8.88% | |
| 20 | T | At&t Inc | 股票-通訊服務 | 0.81% | -0.50% | -6.96% | |
| 21 | WELL | Welltower Inc | 股票-房地產 | 0.80% | -0.11% | -6.08% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | -0.16% | -6.87% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.77% | +0.50% | -29.29% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 0.74% | -0.74% | EXIT | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.71% | -0.20% | -2.85% | |
| 26 | MCK | Mckesson CORP | 股票-醫療保健 | 0.69% | -0.25% | -5.68% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.68% | -0.08% | -12.44% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.67% | -0.20% | +2.81% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.10% | +6.29% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.64% | -0.08% | -4.40% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.62% | — | -50.74% | |
| 32 | PLD | Prologis Inc | 股票-房地產 | 0.62% | -0.14% | -12.62% | |
| 33 | NEM | Newmont CORP | 股票-原物料 | 0.60% | -0.05% | +2.51% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.06% | -29.94% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.39% | -36.80% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.57% | +0.02% | -2.40% | |
| 37 | BPOP | Popular Inc | 股票-金融 | 0.55% | -0.10% | +1.56% | |
| 38 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.54% | -0.39% | -3.46% | |
| 39 | EQIX | Equinix Inc | 股票-房地產 | 0.51% | -0.11% | -8.97% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.51% | -0.28% | -6.73% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.51% | -0.06% | -6.01% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.15% | -29.46% | |
| 43 | IVZ | Invesco Ltd. | 股票-金融 | 0.48% | -0.06% | +11.95% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.48% | -0.21% | -7.18% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -0.12% | -33.33% | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | +0.36% | -24.35% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.43% | -0.08% | -0.58% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.42% | -0.07% | +1.01% | |
| 49 | MO | Altria Group Inc | 股票-非循環性消費 | 0.42% | — | +8.72% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.41% | -0.10% | -1.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.6% | +576.69% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.7% | +4.65% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | -5.45% | 減碼 |
| 4 | CSCO | Cisco Systems Inc | +0.5% | +17.76% | 加碼 |
| 5 | PM | Philip Morris International | +0.4% | +18.74% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | -2.93% | 減碼 |
| 7 | HON | Honeywell International Inc | +0.4% | +20.50% | 加碼 |
| 8 | VZ | Verizon Communications Inc | +0.3% | +2.81% | 加碼 |
| 9 | T | At&t Inc | +0.3% | -6.96% | 減碼 |
| 10 | DXCM | Dexcom Inc | +0.2% | +772.43% | 加碼 |
| 11 | BMY | Bristol-myers Squibb Co | +0.2% | -2.85% | 減碼 |
| 12 | KLAC | Kla CORP | +0.2% | +59.17% | 加碼 |
| 13 | EQIX | Equinix Inc | +0.2% | -8.97% | 減碼 |
| 14 | NEM | Newmont CORP | +0.2% | +2.51% | 加碼 |
| 15 | GD | General Dynamics CORP | +0.2% | +277.72% | 加碼 |
| 16 | FIX | Comfort Systems USA Inc | +0.2% | +13.11% | 加碼 |
| 17 | PFE | Pfizer Inc | +0.2% | +21.40% | 加碼 |
| 18 | BPOP | Popular Inc | +0.2% | +1.56% | 加碼 |
| 19 | XEL | Xcel Energy Inc | +0.2% | +50.37% | 加碼 |
| 20 | MO | Altria Group Inc | +0.2% | +8.72% | 加碼 |
| 21 | TER | Teradyne Inc | +0.2% | +364.48% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | +0.2% | -3.49% | 減碼 |
| 23 | WMT | Walmart Inc | +0.2% | +1.01% | 加碼 |
| 24 | SO | Southern Co/the | +0.2% | -0.58% | 減碼 |
| 25 | DINO | Hf Sinclair CORP | +0.1% | +28.04% | 加碼 |
| 26 | AMGN | Amgen Inc | +0.1% | +38.35% | 加碼 |
| 27 | QCOM | Qualcomm Inc | +0.1% | +61.98% | 加碼 |
| 28 | M | Macy's, Inc. | +0.1% | +234.27% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | -29.29% | 減碼 |
| 30 | DUK | Duke Energy CORP | +0.1% | -1.67% | 減碼 |
| 31 | PLD | Prologis Inc | +0.1% | -12.62% | 減碼 |
| 32 | VST | Vistra CORP | +0.1% | +325.05% | 加碼 |
| 33 | WMB | Williams Cos Inc | +0.1% | -6.69% | 減碼 |
| 34 | ALGN | Align Technology Inc | +0.1% | +3443.76% | 加碼 |
| 35 | CVS | Cvs Health CORP | +0.1% | -2.40% | 減碼 |
| 36 | LNG | Cheniere Energy Inc | +0.1% | -3.44% | 減碼 |
| 37 | CMCSA | Comcast Corp-class A | +0.1% | -6.73% | 減碼 |
| 38 | MCHP | Microchip Technology Inc | +0.1% | +336.78% | 加碼 |
| 39 | NXE | Nexgen Energy LTD | +0.1% | +956.73% | 加碼 |
| 40 | CTVA | Corteva Inc | +0.1% | +33.86% | 加碼 |
| 41 | TRGP | Targa Resources CORP | +0.1% | -0.56% | 減碼 |
| 42 | KMI | Kinder Morgan, Inc. | +0.1% | -1.72% | 減碼 |
| 43 | ADP | Automatic Data Processing | +0.1% | +79.44% | 加碼 |
| 44 | CAH | Cardinal Health Inc | +0.1% | +31.10% | 加碼 |
| 45 | ETR | Entergy CORP | +0.1% | -2.41% | 減碼 |
| 46 | OKE | Oneok Inc | +0.1% | -3.32% | 減碼 |
| 47 | WFC | Wells Fargo & Co | +0.1% | -6.87% | 減碼 |
| 48 | MPC | Marathon Petroleum CORP | +0.1% | -4.33% | 減碼 |
| 49 | DLTR | Dollar Tree Inc | +0.1% | +329.50% | 加碼 |
| 50 | ETSY | Etsy Inc | +0.1% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Macquarie Group LTD 在 Q1 2026 季度的美股持倉總市值約為 US$231.5億，共申報了 813 個公開持股部位。
在 Q1 2026 季度，Macquarie Group LTD 按市值排列的前三大核心持股分別為：IVV (7.1%)、SPY (5.2%)、NVDA (4.5%)。其中最大持股部位 IVV 佔據整體投資組合約 7.1% 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
CAR
市值: US$2842.1萬
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$2654.8萬
在 Q1 2026 季度中，Macquarie Group LTD 共進行了 197 項持倉異動，包含新建倉 8 個部位、加碼 32 個部位、減碼 155 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CAR。 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。