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: 0002086998
申報總市值
US$3.7億
US$3.7億
27 檔
62.1%
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 在 Q1 2026 季度的美股部位總計估值為 US$3.7億，分散於 27 個持倉標的之中，反映其市場參與廣度與投資規模。
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 於 Q1 2026 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 25 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，Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 的前 5 大核心持股（包含 NVDA, GOOGL, AVGO 等）合計佔整體申報市值的 62.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
NFLX
市值: US$2684.5萬
本季最大獲利了結 / 清倉標的
JPM
前期市值: US$1079.0萬
| # | 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 | 10.44% | +0.05% | +134.84% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.98% | +2.71% | +76.78% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.99% | -5.99% | EXIT | |
| 4 | CTAS | Cintas CORP | 股票-工業 | 5.79% | +3.98% | +434.61% | |
| 5 | MSCI | Msci Inc | 股票-金融 | 5.27% | -2.31% | +176.45% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.00% | +0.63% | +69.91% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.80% | -1.60% | +23.12% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.70% | +0.96% | +50.32% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 3.99% | -0.76% | — | |
| 10 | INTU | Intuit Inc | 股票-科技 | 3.79% | -3.79% | EXIT | |
| 11 | LIN | Linde plc | 股票-原物料 | 3.47% | +0.32% | +54.70% | |
| 12 | VRSK | Verisk Analytics Inc | 股票-工業 | 3.37% | -1.00% | +172.46% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.34% | +0.98% | +106.02% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.26% | +0.27% | +149.05% | |
| 15 | PLD | Prologis Inc | 股票-房地產 | 3.15% | -1.51% | +64.40% | |
| 16 | ICE | Intercontinental Exchange In | 股票-金融 | 3.01% | -0.83% | +181.87% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.71% | +0.44% | +166.07% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.65% | -1.53% | +32.75% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.62% | -0.15% | +162.75% | |
| 20 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 2.54% | +0.67% | +146.52% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 2.38% | -2.38% | EXIT | |
| 22 | SNPS | Synopsys Inc | 股票-科技 | 2.30% | +0.77% | +148.61% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 2.23% | +0.37% | +9.55% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.96% | +0.05% | +69.06% | |
| 25 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.82% | +1.06% | +150.49% | |
| 26 | UBER | Uber Technologies Inc | 股票-工業 | 1.74% | -0.03% | +97.36% | |
| 27 | ROL | Rollins Inc | 股票-循環性消費 | 0.70% | +0.34% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CTAS | Cintas CORP | +4.3% | +434.61% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.9% | +134.84% | 加碼 |
| 3 | MSCI | Msci Inc | +1.6% | +176.45% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +1.1% | +162.75% | 加碼 |
| 5 | ICE | Intercontinental Exchange In | +1% | +181.87% | 加碼 |
| 6 | AVGO | Broadcom Inc | +1% | +141.74% | 加碼 |
| 7 | VRSK | Verisk Analytics Inc | +0.7% | +172.46% | 加碼 |
| 8 | WFC | Wells Fargo & Co | +0.7% | +205.26% | 加碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.5% | +149.05% | 加碼 |
| 10 | ISRG | Intuitive Surgical Inc | +0.5% | +166.07% | 加碼 |
| 11 | SNPS | Synopsys Inc | +0.3% | +148.61% | 加碼 |
| 12 | IDXX | Idexx Laboratories Inc | +0.2% | +150.49% | 加碼 |
| 13 | TTWO | Take-two Interactive Softwre | +0.1% | +146.52% | 加碼 |
| 14 | KO | Coca-cola Co/the | 0% | +69.06% | 加碼 |
| 15 | LIN | Linde plc | 0% | +54.70% | 加碼 |
| 16 | UBER | Uber Technologies Inc | -0.1% | +97.36% | 加碼 |
| 17 | INTU | Intuit Inc | -0.1% | +170.62% | 加碼 |
| 18 | LLY | Eli Lilly & Co | -0.1% | +106.02% | 加碼 |
| 19 | PLD | Prologis Inc | -0.2% | +64.40% | 加碼 |
| 20 | AAPL | Apple Inc | -0.7% | +69.91% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | -0.8% | +76.78% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | -1.5% | +32.75% | 加碼 |
| 23 | AMZN | Amazon.com Inc | -1.5% | +50.32% | 加碼 |
| 24 | MA | Mastercard Inc - A | -2% | +9.55% | 加碼 |
| 25 | MSFT | Microsoft CORP | -4.4% | +23.12% | 加碼 |
| 26 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 27 | JPM | Jpmorgan Chase & Co | — | EXIT | 清倉 |
| 28 | TYL | Tyler Technologies Inc | — | EXIT | 清倉 |
| 29 | ROL | Rollins Inc | — | NEW | 新建倉 |
| 30 | ZTS | Zoetis Inc | — | EXIT | 清倉 |
| 31 | EQIX | Equinix Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 在 Q1 2026 季度的美股持倉總市值約為 US$3.7億，共申報了 27 個公開持股部位。
在 Q1 2026 季度，Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 按市值排列的前三大核心持股分別為：NVDA (10.4%)、GOOGL (7.0%)、AVGO (6.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.4% 的權重。
在 Q1 2026 季度中，Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 共進行了 31 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 0 個部位以及清倉 4 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 JPM。
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。
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。
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。