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: 0001538449
申報總市值
US$147.1億
US$147.1億
126 檔
26.0%
在 Q1 2026 的 13F 官方備案中，Mawer Investment Management Ltd. 管理的美股投資組合規模來到 US$147.1億，整體持股檔數為 126 檔。
數據顯示 Mawer Investment Management Ltd. 於 Q1 2026 季度持續回收資金，對 68 個既有部位進行裁減並清倉 15 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 GOOG, MSFT, AMZN）累計市值佔比達 26.0%，是驅動 Mawer Investment Management Ltd. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.07% | +0.37% | -10.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.55% | -1.29% | -11.85% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.92% | -0.01% | -10.32% | |
| 4 | SHEL | Shell Plc-adr | 股票-能源 | 4.29% | -0.07% | -11.82% | |
| 5 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.90% | -1.78% | -11.01% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.79% | +0.25% | -4.84% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 3.26% | -0.43% | -21.61% | |
| 8 | NOC | Northrop Grumman CORP | 股票-工業 | 3.02% | -0.71% | -19.24% | |
| 9 | WAT | Waters CORP | 股票-醫療保健 | 2.71% | +0.39% | +8.08% | |
| 10 | AON | Aon plc | 股票-金融 | 2.67% | -0.03% | -13.58% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 2.41% | -0.05% | -4.22% | |
| 12 | AER | AerCap Holdings N.V. | 股票-工業 | 2.38% | +0.02% | -18.12% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.37% | -0.26% | -13.29% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.27% | -0.18% | -10.96% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 2.14% | -0.17% | +93.56% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.06% | +9.65% | |
| 17 | ICE | Intercontinental Exchange In | 股票-金融 | 2.12% | -0.42% | -14.41% | |
| 18 | COR | Cencora Inc | 股票-醫療保健 | 2.10% | +0.76% | +66.78% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.97% | -0.53% | -9.57% | |
| 20 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.55% | -0.65% | -49.47% | |
| 21 | FCN | Fti Consulting Inc | 股票-工業 | 1.50% | -0.75% | -43.14% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | +0.06% | -2.36% | |
| 23 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 1.39% | -0.43% | +9.53% | |
| 24 | SII | Sprott Inc | 股票-其他 | 1.25% | -0.24% | -10.81% | |
| 25 | OSIS | Osi Systems Inc | 股票-科技 | 1.14% | -1.14% | EXIT | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 1.13% | +0.99% | +36.62% | |
| 27 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 1.10% | +0.74% | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | +3.12% | +166.58% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 1.05% | +0.13% | +85.89% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 1.03% | -0.06% | -11.58% | |
| 31 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.01% | -0.78% | -20.65% | |
| 32 | MLM | Martin Marietta Materials | 股票-原物料 | 0.97% | -0.02% | -3.50% | |
| 33 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.97% | -0.06% | -4.99% | |
| 34 | CPAY | Corpay Inc | 股票-科技 | 0.97% | -0.14% | -18.52% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.41% | -8.51% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.83% | -0.10% | +0.66% | |
| 37 | CDW | Cdw Corp/de | 股票-科技 | 0.82% | +0.09% | -41.15% | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.82% | -0.02% | -5.18% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.02% | -5.07% | |
| 40 | CACI | Caci International Inc -cl A | 股票-科技 | 0.79% | -0.08% | -8.95% | |
| 41 | NU | Nu Holdings Ltd. | 股票-金融 | 0.72% | -0.07% | +67.99% | |
| 42 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.70% | +0.03% | +28.13% | |
| 43 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.58% | -0.45% | +112.52% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | -0.01% | -12.93% | |
| 45 | ITT | Itt Inc | 股票-工業 | 0.56% | +0.01% | +7.45% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.36% | -4.20% | |
| 47 | ATR | Aptargroup Inc | 股票-醫療保健 | 0.54% | -0.38% | -68.05% | |
| 48 | ESQ | Esquire Financial Holdings I | 股票-其他 | 0.50% | -0.03% | -9.40% | |
| 49 | MCK | Mckesson CORP | 股票-醫療保健 | 0.48% | +0.45% | — | |
| 50 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.48% | -0.09% | +17.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SO | Southern Co/the | +1.3% | +93.56% | 加碼 |
| 2 | SHEL | Shell Plc-adr | +1% | -11.82% | 減碼 |
| 3 | COR | Cencora Inc | +0.9% | +66.78% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.7% | +166.58% | 加碼 |
| 5 | AEP | American Electric Power | +0.5% | +36.62% | 加碼 |
| 6 | SPGI | S&p Global Inc | +0.5% | +85.89% | 加碼 |
| 7 | SII | Sprott Inc | +0.4% | -10.81% | 減碼 |
| 8 | ZTS | Zoetis Inc | +0.3% | +112.52% | 加碼 |
| 9 | NOC | Northrop Grumman CORP | +0.3% | -19.24% | 減碼 |
| 10 | NU | Nu Holdings Ltd. | +0.3% | +67.99% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +9.65% | 加碼 |
| 12 | CME | Cme Group Inc | +0.2% | -9.57% | 減碼 |
| 13 | BSX | Boston Scientific CORP | +0.2% | +1176.35% | 加碼 |
| 14 | BWXT | Bwx Technologies Inc | +0.2% | -4.99% | 減碼 |
| 15 | VZ | Verizon Communications Inc | +0.2% | -8.51% | 減碼 |
| 16 | ABNB | Airbnb Inc-class A | +0.2% | +28.13% | 加碼 |
| 17 | TW | Tradeweb Markets Inc-class A | +0.2% | +17.96% | 加碼 |
| 18 | ITT | Itt Inc | +0.2% | +7.45% | 加碼 |
| 19 | IPAR | Interparfums Inc | +0.1% | +304.33% | 加碼 |
| 20 | OPLN | Openlane Inc | +0.1% | +191.33% | 加碼 |
| 21 | CGNX | Cognex CORP | +0.1% | -7.48% | 減碼 |
| 22 | AAON | Aaon Inc | +0.1% | +10.75% | 加碼 |
| 23 | DORM | Dorman Products Inc | +0.1% | +179.66% | 加碼 |
| 24 | MEDP | Medpace Holdings Inc | +0.1% | +9.53% | 加碼 |
| 25 | HSY | Hershey Co/the | +0.1% | +7.85% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | +18.55% | 加碼 |
| 27 | TXN | Texas Instruments Inc | +0.1% | -4.20% | 減碼 |
| 28 | ENSG | Ensign Group Inc/the | +0.1% | +33.87% | 加碼 |
| 29 | JNJ | Johnson & Johnson | +0.1% | -12.93% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | +0.1% | -5.07% | 減碼 |
| 31 | SNDK | Sandisk CORP | +0.1% | -28.83% | 減碼 |
| 32 | BWA | Borgwarner Inc | +0.1% | -4.60% | 減碼 |
| 33 | NOVT | Novanta Inc | +0.1% | +5.47% | 加碼 |
| 34 | MUX | Mcewen Inc | +0.1% | +182.76% | 加碼 |
| 35 | MDLN | Medline Inc-cl A | +0.1% | +63.24% | 加碼 |
| 36 | MLM | Martin Marietta Materials | +0.1% | -3.50% | 減碼 |
| 37 | CACI | Caci International Inc -cl A | +0.1% | -8.95% | 減碼 |
| 38 | XYZ | Block Inc | +0.1% | +278.50% | 加碼 |
| 39 | KNSL | Kinsale Capital Group Inc | +0.1% | +73.02% | 加碼 |
| 40 | AME | Ametek Inc | +0.1% | -1.08% | 減碼 |
| 41 | VRT | Vertiv Holdings Co-a | 0% | +258.71% | 加碼 |
| 42 | ATAT | Atour Lifestyle Holdings-adr | 0% | +35.16% | 加碼 |
| 43 | ESQ | Esquire Financial Holdings I | 0% | -9.40% | 減碼 |
| 44 | CASH | Pathward Financial Inc | 0% | -13.55% | 減碼 |
| 45 | LGN | Legence Corp-cl A | 0% | +57.24% | 加碼 |
| 46 | VRSK | Verisk Analytics Inc | 0% | +11.81% | 加碼 |
| 47 | KLAC | Kla CORP | 0% | -1.78% | 減碼 |
| 48 | SFM | Sprouts Farmers Market Inc | 0% | +28.24% | 加碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.30% | 減碼 |
| 50 | RMD | Resmed Inc | 0% | +15.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mawer Investment Management Ltd. 在 Q1 2026 季度的美股持倉總市值約為 US$147.1億，共申報了 126 個公開持股部位。
在 Q1 2026 季度，Mawer Investment Management Ltd. 按市值排列的前三大核心持股分別為：GOOG (6.1%)、MSFT (5.5%)、AMZN (4.9%)。其中最大持股部位 GOOG 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。
本季最大新建倉標的
TSEM
市值: US$1.7億
本季最大獲利了結 / 清倉標的
DE
前期市值: US$1.8億
在 Q1 2026 季度中，Mawer Investment Management Ltd. 共進行了 138 項持倉異動，包含新建倉 16 個部位、加碼 39 個部位、減碼 68 個部位以及清倉 15 個部位。 其中最大新建倉標的為 TSEM。 本季清倉部位包含 DE。
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。