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: 0001491998
申報總市值
US$20.0億
US$20.0億
110 檔
57.8%
Q2 2026 季度申報顯示，Ninety One SA 揭露的美股組合總市值為 US$20.0億，涵蓋 110 個不同之權益投資部位。
觀察 Q2 2026 的申報異動，Ninety One SA 採取了強勁的買進策略，建倉與加碼動作（合計 60 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AU, BRK-A, NVDA）占據了總市值的 57.8%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | AU | AngloGold Ashanti plc | 股票-原物料 | 49.08% | +4.40% | -26.84% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.67% | -3.67% | EXIT | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.52% | +0.19% | +6.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.21% | +0.18% | -29.57% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | +0.82% | +35.10% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.96% | -0.06% | -6.87% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.96% | +0.14% | +25.54% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | -0.23% | -4.30% | |
| 9 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.29% | -0.14% | +2.75% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.28% | -0.03% | -9.44% | |
| 11 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.20% | -0.18% | +4261.85% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.08% | -23.14% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.96% | -0.08% | -8.33% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.03% | +4.20% | |
| 15 | SLB | Slb LTD | 股票-能源 | 0.95% | -0.09% | — | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | -0.15% | -8.04% | |
| 17 | CFG | Citizens Financial Group | 股票-金融 | 0.92% | -0.40% | +6.52% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | -0.14% | +746.98% | |
| 19 | CRH | CRH plc | 股票-原物料 | 0.89% | -0.25% | +5.28% | |
| 20 | SNX | TD Synnex CORP | 股票-科技 | 0.82% | -0.08% | +4.84% | |
| 21 | J | Jacobs Solutions Inc | 股票-工業 | 0.77% | — | +6.12% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.74% | +0.08% | -16.56% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.73% | -0.22% | +189.51% | |
| 24 | COP | Conocophillips | 股票-能源 | 0.71% | +0.05% | +2.69% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.02% | +2.20% | |
| 26 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.71% | -0.13% | +0.46% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.70% | -0.14% | +5.56% | |
| 28 | PM | Philip Morris International | 股票-非循環性消費 | 0.68% | -0.27% | -47.47% | |
| 29 | KGC | Kinross Gold CORP | 股票-原物料 | 0.65% | -0.02% | — | |
| 30 | DAL | Delta Air Lines Inc | 股票-工業 | 0.62% | -0.11% | +5.74% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.58% | -0.11% | +58.29% | |
| 32 | AER | AerCap Holdings N.V. | 股票-工業 | 0.57% | -0.08% | +20.24% | |
| 33 | GM | General Motors Co | 股票-循環性消費 | 0.55% | -0.03% | +1931.44% | |
| 34 | KEY | Keycorp | 股票-金融 | 0.55% | -0.54% | +5.80% | |
| 35 | DELL | Dell Technologies -c | 股票-科技 | 0.49% | +0.08% | — | |
| 36 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.49% | -0.11% | +1.90% | |
| 37 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.48% | -0.05% | +64.82% | |
| 38 | MCO | Moody's CORP | 股票-金融 | 0.48% | -0.03% | — | |
| 39 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.47% | -0.11% | +5.82% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.47% | -0.47% | EXIT | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.46% | -0.03% | +24.84% | |
| 42 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.45% | — | -32.15% | |
| 43 | GNRC | Generac Holdings Inc | 股票-工業 | 0.44% | -0.15% | -15.77% | |
| 44 | PLD | Prologis Inc | 股票-房地產 | 0.43% | -0.05% | +5.96% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.40% | -0.09% | +3.29% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.39% | +0.50% | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.38% | -0.04% | — | |
| 48 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.37% | +0.18% | — | |
| 49 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.35% | -0.03% | — | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.33% | — | -0.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | +35.10% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +6.21% | 加碼 |
| 3 | SLB | Slb LTD | +1% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.9% | +25.54% | 加碼 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | — | 不變 |
| 6 | LLY | Eli Lilly & Co | +0.8% | +746.98% | 加碼 |
| 7 | BKNG | Booking Holdings Inc | +0.7% | +4261.85% | 加碼 |
| 8 | KGC | Kinross Gold CORP | +0.7% | NEW | 新建倉 |
| 9 | UNH | Unitedhealth Group Inc | +0.6% | +189.51% | 加碼 |
| 10 | GM | General Motors Co | +0.5% | +1931.44% | 加碼 |
| 11 | DELL | Dell Technologies -c | +0.5% | NEW | 新建倉 |
| 12 | SNX | TD Synnex CORP | +0.4% | +4.84% | 加碼 |
| 13 | EW | Edwards Lifesciences CORP | +0.4% | +2.75% | 加碼 |
| 14 | IGV | Ishares Expanded Tech-softwa | +0.4% | NEW | 新建倉 |
| 15 | EEM | Ishares Msci Emerging Market | +0.4% | NEW | 新建倉 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -8.33% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.4% | -4.30% | 減碼 |
| 18 | IYH | Ishares U.s. Healthcare ETF | +0.4% | NEW | 新建倉 |
| 19 | JNJ | Johnson & Johnson | +0.4% | -6.87% | 減碼 |
| 20 | IBKR | Interactive Brokers Gro-cl A | +0.4% | NEW | 新建倉 |
| 21 | CFG | Citizens Financial Group | +0.3% | +6.52% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.3% | -29.57% | 減碼 |
| 23 | DAL | Delta Air Lines Inc | +0.3% | +5.74% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.3% | -9.44% | 減碼 |
| 25 | SPGI | S&p Global Inc | +0.3% | +58.29% | 加碼 |
| 26 | AVGO | Broadcom Inc | +0.3% | -8.04% | 減碼 |
| 27 | CRH | CRH plc | +0.2% | +5.28% | 加碼 |
| 28 | VRSK | Verisk Analytics Inc | +0.2% | +64.82% | 加碼 |
| 29 | AER | AerCap Holdings N.V. | +0.2% | +20.24% | 加碼 |
| 30 | BA | Boeing Co/the | +0.2% | +5.56% | 加碼 |
| 31 | COST | Costco Wholesale CORP | +0.2% | NEW | 新建倉 |
| 32 | KEY | Keycorp | +0.2% | +5.80% | 加碼 |
| 33 | TTWO | Take-two Interactive Softwre | +0.2% | +5.82% | 加碼 |
| 34 | MA | Mastercard Inc - A | +0.2% | +2.20% | 加碼 |
| 35 | J | Jacobs Solutions Inc | +0.2% | +6.12% | 加碼 |
| 36 | MU | Micron Technology Inc | +0.2% | NEW | 新建倉 |
| 37 | GNRC | Generac Holdings Inc | +0.2% | -15.77% | 減碼 |
| 38 | NTES | Netease Inc-adr | +0.2% | +1.90% | 加碼 |
| 39 | TKO | Tko Group Holdings Inc | +0.2% | +0.46% | 加碼 |
| 40 | TSLA | Tesla Inc | +0.1% | +3.29% | 加碼 |
| 41 | PLD | Prologis Inc | +0.1% | +5.96% | 加碼 |
| 42 | MCO | Moody's CORP | +0.1% | — | 不變 |
| 43 | JPM | Jpmorgan Chase & Co | +0.1% | -23.14% | 減碼 |
| 44 | MNST | Monster Beverage CORP | +0.1% | +383.33% | 加碼 |
| 45 | ELV | Elevance Health Inc | +0.1% | +1.65% | 加碼 |
| 46 | GOOG | Alphabet Inc-cl C | +0.1% | -7.25% | 減碼 |
| 47 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 48 | IWM | Ishares Russell 2000 ETF | +0.1% | — | 不變 |
| 49 | BR | Broadridge Financial Solutio | +0.1% | NEW | 新建倉 |
| 50 | CNC | Centene CORP | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ninety One SA 在 Q2 2026 季度的美股持倉總市值約為 US$20.0億，共申報了 110 個公開持股部位。
在 Q2 2026 季度，Ninety One SA 按市值排列的前三大核心持股分別為：AU (49.1%)、BRK-A (3.7%)、NVDA (3.5%)。其中最大持股部位 AU 佔據整體投資組合約 49.1% 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
SLB
市值: US$1747.2萬
本季最大獲利了結 / 清倉標的
VLO
前期市值: US$1943.5萬
在 Q2 2026 季度中，Ninety One SA 共進行了 103 項持倉異動，包含新建倉 19 個部位、加碼 41 個部位、減碼 38 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SLB。 本季清倉部位包含 VLO。
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。