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: 0001536105
申報總市值
US$44.7億
US$44.7億
79 檔
45.3%
Magellan Asset Management Ltd 在 Q1 2026 季度的美股部位總計估值為 US$44.7億，分散於 79 個持倉標的之中，反映其市場參與廣度與投資規模。
Magellan Asset Management Ltd 於 Q1 2026 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 49 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Magellan Asset Management Ltd 的前 5 大核心持股（包含 AMZN, MSFT, ES 等）合計佔整體申報市值的 45.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.08% | -2.73% | -19.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.71% | -1.91% | -5.86% | |
| 3 | ES | Eversource Energy | 股票-公用事業 | 5.56% | -0.01% | -11.54% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.17% | -1.48% | -15.93% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.79% | -1.07% | -7.35% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.76% | -1.50% | +8.34% | |
| 7 | AMT | American Tower CORP | 股票-房地產 | 3.37% | +1.77% | +40.26% | |
| 8 | CCI | Crown Castle Inc | 股票-房地產 | 3.01% | +1.70% | +59.48% | |
| 9 | SRE | Sempra | 股票-公用事業 | 2.85% | +1.80% | +4.22% | |
| 10 | YUM | Yum! Brands Inc | 股票-循環性消費 | 2.76% | -1.48% | -31.09% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.60% | -2.14% | -6.67% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.53% | -1.56% | -11.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.52% | -2.15% | +4.90% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.44% | -2.12% | -20.76% | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 2.42% | -1.32% | -5.79% | |
| 16 | XEL | Xcel Energy Inc | 股票-公用事業 | 2.39% | +2.67% | +9.72% | |
| 17 | EVRG | Evergy Inc | 股票-公用事業 | 2.38% | +1.82% | -6.91% | |
| 18 | D | Dominion Energy Inc | 股票-公用事業 | 2.23% | +1.88% | -1.34% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.07% | -0.51% | +182.24% | |
| 20 | CMS | Cms Energy CORP | 股票-公用事業 | 2.03% | +2.31% | +698.73% | |
| 21 | INTU | Intuit Inc | 股票-科技 | 2.03% | -1.17% | +18.62% | |
| 22 | MSCI | Msci Inc | 股票-金融 | 1.95% | -1.73% | -12.10% | |
| 23 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.89% | +1.34% | -1.85% | |
| 24 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.89% | +1.50% | -6.70% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.87% | -0.38% | -8.31% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.63% | -1.43% | -1.27% | |
| 27 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.61% | -1.23% | -3.41% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.60% | -1.52% | -24.31% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | +1.09% | -11.58% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 1.28% | -1.14% | -10.99% | |
| 31 | CME | Cme Group Inc | 股票-金融 | 1.25% | -1.07% | -50.03% | |
| 32 | CSX | Csx CORP | 股票-工業 | 0.98% | -0.03% | -42.57% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.87% | +0.67% | +80.73% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.81% | +0.72% | -10.22% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工業 | 0.77% | +0.65% | -10.13% | |
| 36 | EXC | Exelon CORP | 股票-公用事業 | 0.69% | +0.51% | +26.60% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.69% | +0.54% | +15.91% | |
| 38 | AEP | American Electric Power | 股票-公用事業 | 0.69% | +0.57% | +18.55% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.68% | +0.57% | +19.69% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.68% | +0.59% | +21.07% | |
| 41 | ETR | Entergy CORP | 股票-公用事業 | 0.68% | +0.56% | +26.24% | |
| 42 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.65% | +0.45% | -13.50% | |
| 43 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.63% | +0.14% | +3.45% | |
| 44 | DG | Dollar General CORP | 股票-非循環性消費 | 0.63% | +0.39% | -25.19% | |
| 45 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.57% | +0.45% | +24.52% | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.55% | +0.45% | +25.08% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.53% | +0.66% | +10.06% | |
| 48 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.43% | +0.29% | +30.90% | |
| 49 | AEE | Ameren Corporation | 股票-公用事業 | 0.43% | +0.34% | +30.40% | |
| 50 | DTE | Dte Energy Company | 股票-公用事業 | 0.42% | +0.35% | +30.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMS | Cms Energy CORP | +1.8% | +698.73% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.4% | +182.24% | 加碼 |
| 3 | CCI | Crown Castle Inc | +1.1% | +59.48% | 加碼 |
| 4 | AMT | American Tower CORP | +1.1% | +40.26% | 加碼 |
| 5 | SRE | Sempra | +0.5% | +4.22% | 加碼 |
| 6 | XEL | Xcel Energy Inc | +0.5% | +9.72% | 加碼 |
| 7 | SPGI | S&p Global Inc | +0.3% | +80.73% | 加碼 |
| 8 | ETR | Entergy CORP | +0.3% | +26.24% | 加碼 |
| 9 | EVRG | Evergy Inc | +0.3% | -6.91% | 減碼 |
| 10 | WEC | Wec Energy Group Inc | +0.2% | -1.85% | 減碼 |
| 11 | EXC | Exelon CORP | +0.2% | +26.60% | 加碼 |
| 12 | D | Dominion Energy Inc | +0.2% | -1.34% | 減碼 |
| 13 | AEP | American Electric Power | +0.2% | +18.55% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.2% | +15.91% | 加碼 |
| 15 | SO | Southern Co/the | +0.2% | +21.07% | 加碼 |
| 16 | DUK | Duke Energy CORP | +0.2% | +19.69% | 加碼 |
| 17 | ED | Consolidated Edison Inc | +0.2% | +24.52% | 加碼 |
| 18 | LNT | Alliant Energy CORP | +0.2% | -6.70% | 減碼 |
| 19 | DTE | Dte Energy Company | +0.2% | +30.05% | 加碼 |
| 20 | ATO | Atmos Energy CORP | +0.2% | +30.90% | 加碼 |
| 21 | AEE | Ameren Corporation | +0.2% | +30.40% | 加碼 |
| 22 | FE | Firstenergy CORP | +0.1% | +30.00% | 加碼 |
| 23 | PEG | Public Service Enterprise Gp | +0.1% | +25.08% | 加碼 |
| 24 | PPL | Ppl CORP | +0.1% | +27.80% | 加碼 |
| 25 | CNP | Centerpoint Energy Inc | +0.1% | +23.32% | 加碼 |
| 26 | NI | Nisource Inc | +0.1% | +24.68% | 加碼 |
| 27 | AWK | American Water Works Co Inc | +0.1% | +22.03% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.90% | 加碼 |
| 29 | OGE | Oge Energy CORP | +0.1% | +48.45% | 加碼 |
| 30 | PNW | Pinnacle West Capital | +0.1% | +24.64% | 加碼 |
| 31 | WTRG | Essential Utilities Inc | +0.1% | +31.28% | 加碼 |
| 32 | TXNM | Txnm Energy Inc | 0% | +75.31% | 加碼 |
| 33 | IDA | Idacorp Inc | 0% | +23.89% | 加碼 |
| 34 | BKH | Black Hills CORP | 0% | +43.91% | 加碼 |
| 35 | SBAC | Sba Communications CORP | 0% | +19.88% | 加碼 |
| 36 | POR | Portland General Electric Co | 0% | +24.29% | 加碼 |
| 37 | SR | Spire Inc | 0% | +21.41% | 加碼 |
| 38 | NWE | Northwestern Energy Group In | 0% | +25.69% | 加碼 |
| 39 | NFLX | Netflix Inc | 0% | -8.31% | 減碼 |
| 40 | OGS | One Gas Inc | 0% | +18.19% | 加碼 |
| 41 | AVA | Avista CORP | 0% | +29.90% | 加碼 |
| 42 | NWN | Northwest Natural Holding Co | 0% | +24.56% | 加碼 |
| 43 | CWT | California Water Service Grp | 0% | +26.02% | 加碼 |
| 44 | HTO | H2o America | 0% | +33.02% | 加碼 |
| 45 | AWR | American States Water Co | 0% | +20.19% | 加碼 |
| 46 | MGEE | Mge Energy Inc | 0% | +24.76% | 加碼 |
| 47 | CPK | Chesapeake Utilities CORP | 0% | +24.40% | 加碼 |
| 48 | MDLZ | Mondelez International Inc-a | 0% | -5.78% | 減碼 |
| 49 | HD | Home Depot Inc | 0% | +3.14% | 加碼 |
| 50 | META | Meta Platforms Inc-class A | — | +8.34% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Magellan Asset Management Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$44.7億，共申報了 79 個公開持股部位。
在 Q1 2026 季度，Magellan Asset Management Ltd 按市值排列的前三大核心持股分別為：AMZN (6.1%)、MSFT (5.7%)、ES (5.6%)。其中最大持股部位 AMZN 佔據整體投資組合約 6.1% 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。
本季最大獲利了結 / 清倉標的
USB
前期市值: US$5592.4萬
在 Q1 2026 季度中，Magellan Asset Management Ltd 共進行了 80 項持倉異動，包含新建倉 0 個部位、加碼 49 個部位、減碼 30 個部位以及清倉 1 個部位。 本季清倉部位包含 USB。
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。