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: 0001984475
申報總市值
US$17.4億
US$17.4億
516 檔
19.9%
在 Q1 2026 申報期間，Plato Investment Management Ltd（CIK: 0001984475）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$17.4億，共持有 516 個公開申報部位。
Q1 2026 數據顯示 Plato Investment Management Ltd 積極進場，新開立 16 個部位並同步加碼 97 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 19.9%，是驅動 Plato Investment Management Ltd 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 516 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 | NVDA | Nvidia CORP | 股票-科技 | 7.01% | -0.09% | +1.82% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.23% | — | +1.85% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.25% | -0.51% | +2.23% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.19% | +0.16% | +3.40% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.65% | +0.27% | +2.89% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.40% | +0.09% | +5.36% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.37% | +0.11% | +0.96% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.28% | +0.19% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.58% | -0.03% | +0.13% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.29% | +0.13% | +14.75% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.04% | +1.83% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.09% | +2.74% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | +0.01% | +2.78% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.46% | +0.82% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.84% | EXIT | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | +0.06% | +11.48% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.19% | — | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | +0.06% | +3.73% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | -0.06% | -8.31% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 0.71% | +1.23% | +11.35% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | +0.28% | -11.42% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 0.67% | +0.17% | +1.96% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.67% | -0.12% | +2.56% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | -0.16% | +1.33% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.08% | +4.61% | |
| 26 | GE | General Electric | 股票-工業 | 0.63% | +0.07% | +7.27% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | -0.62% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.28% | — | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.62% | +0.07% | +35.91% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | +0.85% | +7.99% | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.59% | -0.10% | +19.60% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | +0.17% | -5.33% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | -0.21% | +9.63% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.41% | -3.39% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.53% | +0.17% | -3.28% | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 0.53% | +0.03% | +1.36% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | +0.03% | -4.60% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.52% | +0.17% | -2.95% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | -0.06% | +6.80% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.08% | +16.60% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | -0.04% | -0.09% | |
| 42 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.48% | -0.12% | +4.97% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.03% | +3.06% | |
| 44 | ADI | Analog Devices Inc | 股票-科技 | 0.47% | +0.02% | +23.73% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.47% | EXIT | |
| 46 | AXP | American Express Co | 股票-金融 | 0.47% | -0.03% | +7.50% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.46% | +0.36% | +38.85% | |
| 48 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.41% | -0.04% | -2.60% | |
| 49 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.41% | -0.07% | — | |
| 50 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.41% | -0.37% | -22.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.3% | +35.91% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +0.82% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.2% | +38.85% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.74% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.2% | +19.60% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +87.52% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.2% | +11.35% | 加碼 |
| 8 | ADI | Analog Devices Inc | +0.2% | +23.73% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.2% | +1.96% | 加碼 |
| 10 | CVX | Chevron CORP | +0.1% | -3.39% | 減碼 |
| 11 | COST | Costco Wholesale CORP | +0.1% | +2.00% | 加碼 |
| 12 | BMO | Bank Of Montreal | +0.1% | +2950.11% | 加碼 |
| 13 | CM | Can Imperial Bk Of Commerce | +0.1% | +42.60% | 加碼 |
| 14 | SLB | Slb LTD | +0.1% | +11.02% | 加碼 |
| 15 | F | Ford Motor Co | +0.1% | +193.79% | 加碼 |
| 16 | TER | Teradyne Inc | +0.1% | +113.24% | 加碼 |
| 17 | TFC | Truist Financial CORP | +0.1% | +475.12% | 加碼 |
| 18 | T | At&t Inc | +0.1% | +19.48% | 加碼 |
| 19 | BKR | Baker Hughes Co | +0.1% | +7.09% | 加碼 |
| 20 | AER | AerCap Holdings N.V. | +0.1% | +1039.70% | 加碼 |
| 21 | TPL | Texas Pacific Land CORP | +0.1% | +38.32% | 加碼 |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +33.20% | 加碼 |
| 23 | CL | Colgate-palmolive Co | +0.1% | +57.14% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 25 | DELL | Dell Technologies -c | +0.1% | +131.68% | 加碼 |
| 26 | FIX | Comfort Systems USA Inc | +0.1% | +6.74% | 加碼 |
| 27 | KLAC | Kla CORP | +0.1% | -3.28% | 減碼 |
| 28 | GILD | Gilead Sciences Inc | +0.1% | +4.97% | 加碼 |
| 29 | TXN | Texas Instruments Inc | +0.1% | +43.62% | 加碼 |
| 30 | CIEN | Ciena CORP | +0.1% | +192.42% | 加碼 |
| 31 | HAL | Halliburton Co | +0.1% | +341.84% | 加碼 |
| 32 | AMGN | Amgen Inc | +0.1% | +6.80% | 加碼 |
| 33 | PEP | Pepsico Inc | +0.1% | +2.56% | 加碼 |
| 34 | LRCX | Lam Research CORP | +0.1% | -11.42% | 減碼 |
| 35 | HCA | Hca Healthcare Inc | +0.1% | +51.00% | 加碼 |
| 36 | WELL | Welltower Inc | +0.1% | +103.71% | 加碼 |
| 37 | BMY | Bristol-myers Squibb Co | +0.1% | +4.29% | 加碼 |
| 38 | GDDY | Godaddy Inc - Class A | +0.1% | +227.69% | 加碼 |
| 39 | HSY | Hershey Co/the | +0.1% | +34.82% | 加碼 |
| 40 | ABBV | Abbvie Inc | +0.1% | +11.48% | 加碼 |
| 41 | EXC | Exelon CORP | +0.1% | +17.70% | 加碼 |
| 42 | NDAQ | Nasdaq Inc | +0.1% | +15268.52% | 加碼 |
| 43 | WDC | Western Digital CORP | +0.1% | -14.61% | 減碼 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.32% | 加碼 |
| 45 | INTC | Intel CORP | +0.1% | +1.19% | 加碼 |
| 46 | CME | Cme Group Inc | +0.1% | +7.29% | 加碼 |
| 47 | MRVL | Marvell Technology Inc | +0.1% | +25.17% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | +0.1% | -4.60% | 減碼 |
| 49 | TD | Toronto-dominion Bank | +0.1% | +17.12% | 加碼 |
| 50 | MS | Morgan Stanley | +0.1% | +16.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Plato Investment Management Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$17.4億，共申報了 516 個公開持股部位。
在 Q1 2026 季度，Plato Investment Management Ltd 按市值排列的前三大核心持股分別為：NVDA (7.0%)、AAPL (6.2%)、MSFT (4.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.0% 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
AZN
市值: US$615.2萬
本季最大獲利了結 / 清倉標的
ORI
前期市值: US$114.5萬
在 Q1 2026 季度中，Plato Investment Management Ltd 共進行了 188 項持倉異動，包含新建倉 16 個部位、加碼 97 個部位、減碼 66 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 ORI。
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。