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: 0001510481
申報總市值
US$85.4億
US$85.4億
88 檔
32.1%
截至 Q1 2026 季度末，Sarasin & Partners LLP 的美股持倉估值約為 US$85.4億，全數申報部位共有 88 檔。
Sarasin & Partners LLP 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 17 個全新部位及加碼 22 檔持股的同時，亦同步清倉 6 檔並減碼 45 檔標的。
整體而言，Sarasin & Partners LLP 的前 5 大持股（包含 NVDA, MSFT, GOOGL）貢獻了組合市值的 32.1%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | 9.67% | +0.26% | +1.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.08% | -0.44% | -9.94% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.05% | +1.40% | -13.04% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.70% | +0.56% | +37.13% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.92% | +0.44% | -14.69% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.11% | -0.06% | -6.14% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.04% | +1.05% | +28.50% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 3.35% | +0.05% | -14.85% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.26% | -0.95% | -10.70% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.90% | -0.61% | +4.86% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.86% | -1.40% | +1.67% | |
| 12 | BLK | Blackrock Inc | 股票-金融 | 2.82% | -0.12% | -4.43% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 2.65% | +0.19% | -4.56% | |
| 14 | EMR | Emerson Electric Co | 股票-工業 | 2.64% | +0.16% | -26.60% | |
| 15 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 2.60% | -0.60% | -42.57% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.44% | -0.09% | +1.51% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.40% | -0.20% | -6.16% | |
| 18 | AMT | American Tower CORP | 股票-房地產 | 1.82% | -0.19% | -4.14% | |
| 19 | DUK | Duke Energy CORP | 股票-公用事業 | 1.78% | +0.12% | — | |
| 20 | UBER | Uber Technologies Inc | 股票-工業 | 1.72% | +0.01% | -2.39% | |
| 21 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.61% | -0.71% | -5.37% | |
| 22 | MCO | Moody's CORP | 股票-金融 | 1.53% | -0.76% | -30.28% | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 1.51% | -1.42% | -45.38% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.50% | +0.07% | -5.55% | |
| 25 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.48% | -0.06% | -2.44% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.37% | +0.19% | -7.09% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | -0.18% | -7.11% | |
| 28 | PWR | Quanta Services Inc | 股票-工業 | 1.36% | +0.03% | +961.28% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.15% | -0.04% | -14.15% | |
| 30 | PLD | Prologis Inc | 股票-房地產 | 1.12% | -0.01% | -5.00% | |
| 31 | ECL | Ecolab Inc | 股票-原物料 | 0.99% | +0.13% | +438.58% | |
| 32 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.97% | -0.15% | -9.38% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.96% | +0.05% | -54.88% | |
| 34 | C | Citigroup Inc | 股票-金融 | 0.91% | +2.13% | — | |
| 35 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.87% | -0.55% | -55.85% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.81% | +2.15% | — | |
| 37 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.60% | +0.54% | — | |
| 38 | AME | Ametek Inc | 股票-工業 | 0.53% | -0.27% | +1734.80% | |
| 39 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.51% | -0.48% | -78.45% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.49% | -0.10% | +20.03% | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.46% | -0.22% | -4.20% | |
| 42 | SNA | Snap-on Inc | 股票-工業 | 0.29% | +0.02% | -9.47% | |
| 43 | NTAP | Netapp Inc | 股票-科技 | 0.29% | -0.01% | +1.51% | |
| 44 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.23% | -0.19% | -79.21% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.21% | -0.04% | -20.15% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.17% | +0.03% | -15.73% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.17% | -0.15% | -89.30% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.17% | +0.01% | +10.57% | |
| 49 | TTEK | Tetra Tech Inc | 股票-工業 | 0.16% | — | +6.11% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.10% | -0.02% | +1.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.9% | +37.13% | 加碼 |
| 2 | PWR | Quanta Services Inc | +1.3% | +961.28% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.1% | +28.50% | 加碼 |
| 4 | NVDA | Nvidia CORP | +1% | +1.84% | 加碼 |
| 5 | ECL | Ecolab Inc | +0.8% | +438.58% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.7% | +1.51% | 加碼 |
| 7 | AMGN | Amgen Inc | +0.6% | +1.67% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.6% | +4.86% | 加碼 |
| 9 | AME | Ametek Inc | +0.5% | +1734.80% | 加碼 |
| 10 | CME | Cme Group Inc | +0.3% | -14.85% | 減碼 |
| 11 | HD | Home Depot Inc | +0.2% | -4.56% | 減碼 |
| 12 | TXN | Texas Instruments Inc | +0.2% | +20.03% | 加碼 |
| 13 | AMT | American Tower CORP | +0.2% | -4.14% | 減碼 |
| 14 | MRK | Merck & Co. Inc. | +0.2% | -14.15% | 減碼 |
| 15 | PLD | Prologis Inc | +0.2% | -5.00% | 減碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -7.11% | 減碼 |
| 17 | KMB | Kimberly-clark CORP | +0.1% | -5.37% | 減碼 |
| 18 | PFE | Pfizer Inc | +0.1% | -4.20% | 減碼 |
| 19 | AOS | Smith (a.o.) CORP | +0.1% | -9.38% | 減碼 |
| 20 | VWO | Vanguard Ftse Emerging Marke | 0% | +10.57% | 加碼 |
| 21 | NTAP | Netapp Inc | 0% | +1.51% | 加碼 |
| 22 | SNA | Snap-on Inc | 0% | -9.47% | 減碼 |
| 23 | BLK | Blackrock Inc | 0% | -4.43% | 減碼 |
| 24 | TTEK | Tetra Tech Inc | 0% | +6.11% | 加碼 |
| 25 | UBER | Uber Technologies Inc | 0% | -2.39% | 減碼 |
| 26 | MS | Morgan Stanley | 0% | +1.84% | 加碼 |
| 27 | WMT | Walmart Inc | 0% | +2.30% | 加碼 |
| 28 | INVH | Invitation Homes Inc | 0% | — | 不變 |
| 29 | VTR | Ventas Inc | 0% | +2.76% | 加碼 |
| 30 | CPRT | Copart Inc | 0% | +29.73% | 加碼 |
| 31 | ABNB | Airbnb Inc-class A | 0% | +3.86% | 加碼 |
| 32 | DOC | Healthpeak Properties Inc | 0% | — | 不變 |
| 33 | BND | Vanguard Total Bond Market | 0% | +1.26% | 加碼 |
| 34 | GLD | Spdr Gold Shares | — | -20.15% | 減碼 |
| 35 | EVR | Evercore Inc - A | — | — | 不變 |
| 36 | ELF | Elf Beauty Inc | — | -0.11% | 減碼 |
| 37 | HDB | Hdfc Bank Ltd-adr | — | — | 不變 |
| 38 | EQR | Equity Residential | — | -21.92% | 減碼 |
| 39 | BRBR | Bellring Brands Inc | — | +26.67% | 加碼 |
| 40 | MDLZ | Mondelez International Inc-a | — | -24.20% | 減碼 |
| 41 | KIM | Kimco Realty CORP | — | +6.36% | 加碼 |
| 42 | GGG | Graco Inc | — | -8.49% | 減碼 |
| 43 | FMX | Fomento Economico Mex-sp Adr | — | -13.33% | 減碼 |
| 44 | SPG | Simon Property Group Inc | — | -2.45% | 減碼 |
| 45 | WELL | Welltower Inc | — | -5.39% | 減碼 |
| 46 | FRPT | Freshpet Inc | — | +3.27% | 加碼 |
| 47 | ARMK | Aramark | 0% | -46.72% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | 0% | -15.73% | 減碼 |
| 49 | VT | Vanguard Tot World Stk ETF | 0% | -25.16% | 減碼 |
| 50 | WY | Weyerhaeuser Co | 0% | -33.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sarasin & Partners LLP 在 Q1 2026 季度的美股持倉總市值約為 US$85.4億，共申報了 88 個公開持股部位。
在 Q1 2026 季度，Sarasin & Partners LLP 按市值排列的前三大核心持股分別為：NVDA (9.7%)、MSFT (7.1%)、GOOGL (6.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.7% 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
DUK
市值: US$1.5億
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$7231.1萬
在 Q1 2026 季度中，Sarasin & Partners LLP 共進行了 90 項持倉異動，包含新建倉 17 個部位、加碼 22 個部位、減碼 45 個部位以及清倉 6 個部位。 其中最大新建倉標的為 DUK。 本季清倉部位包含 UNH。
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。