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: 0002056690
申報總市值
US$19.0億
US$19.0億
166 檔
24.9%
在 Q1 2026 申報期間，Triglav Investments, D.o.o.（CIK: 0002056690）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$19.0億，共持有 166 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Triglav Investments, D.o.o. 在獲利結算 32 檔個股的同時，將資本重新部署至 25 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, AMZN, MSFT）累計市值佔比達 24.9%，是驅動 Triglav Investments, D.o.o. 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 | NVDA | Nvidia CORP | 股票-科技 | 9.77% | -1.13% | +9.24% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.64% | -0.57% | +10.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.24% | -0.86% | -3.63% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.80% | -0.51% | -7.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.62% | -0.23% | +2.07% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.70% | +0.27% | +6.72% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.47% | -1.11% | -3.21% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.17% | +0.18% | +3.29% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.92% | -0.34% | -28.98% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.71% | -0.90% | +5.23% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.59% | -0.22% | -8.03% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.49% | -0.33% | +205.05% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.41% | -0.28% | +28.57% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 2.00% | +2.04% | +42.05% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.98% | -0.19% | -8.16% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.94% | -0.81% | +40.46% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.62% | -0.31% | +42.92% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 1.48% | -0.47% | -24.83% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | +0.23% | -19.77% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 0.95% | +0.43% | — | |
| 21 | PWR | Quanta Services Inc | 股票-工業 | 0.93% | -0.33% | +5.38% | |
| 22 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.93% | -0.20% | — | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.60% | -28.99% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.88% | -0.88% | EXIT | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 0.78% | -0.16% | -7.46% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | +0.05% | -27.93% | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 0.73% | -0.14% | -34.18% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.56% | +16.13% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.72% | -0.17% | +32.79% | |
| 30 | COR | Cencora Inc | 股票-醫療保健 | 0.70% | -0.70% | EXIT | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 0.62% | -0.20% | -23.83% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 0.61% | -0.61% | EXIT | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.61% | +0.22% | +122.18% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | +1.55% | +704.40% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.57% | -0.50% | -34.67% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.57% | +0.05% | -2.59% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | -0.14% | -32.05% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.55% | +0.09% | +9.03% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +1.89% | -7.96% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.24% | -5.17% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | -0.07% | -40.22% | |
| 42 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.51% | -0.12% | — | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.48% | -0.18% | +90.28% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.46% | -0.04% | -0.57% | |
| 45 | SNDK | Sandisk CORP | 股票-科技 | 0.46% | +0.11% | +170.42% | |
| 46 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.44% | +0.01% | — | |
| 47 | ✓ | Dh Europe Finance Ii Sarl | 股票-其他 | 0.43% | -0.10% | +39.53% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.42% | +0.61% | +62.86% | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.40% | -0.40% | EXIT | |
| 50 | IEV | Ishares Europe ETF | ETF-其他 | 0.40% | -0.08% | -32.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.8% | +205.05% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | +9.24% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.9% | +42.05% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.9% | +40.46% | 加碼 |
| 5 | MRK | Merck & Co. Inc. | +0.7% | +42.92% | 加碼 |
| 6 | WMT | Walmart Inc | +0.6% | +5.23% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.6% | +10.10% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.6% | +28.57% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.6% | +704.40% | 加碼 |
| 10 | KLAC | Kla CORP | +0.4% | +122.18% | 加碼 |
| 11 | SNDK | Sandisk CORP | +0.4% | +170.42% | 加碼 |
| 12 | PWR | Quanta Services Inc | +0.3% | +5.38% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +62.86% | 加碼 |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +90.28% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.2% | +6.72% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.07% | 加碼 |
| 17 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.2% | +106.83% | 加碼 |
| 18 | MCD | Mcdonald's CORP | +0.2% | +16.13% | 加碼 |
| 19 | ✓ | Dh Europe Finance Ii Sarl | +0.2% | +39.53% | 加碼 |
| 20 | ETN | Eaton Corporation plc | +0.2% | +9.03% | 加碼 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +32.79% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | -0.57% | 減碼 |
| 23 | ✓ | +0.1% | +80.00% | 加碼 | |
| 24 | INTC | Intel CORP | +0.1% | +23.89% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +42.11% | 加碼 |
| 26 | HCA | Hca Healthcare Inc | +0.1% | +97.77% | 加碼 |
| 27 | HON | Honeywell International Inc | +0.1% | -10.38% | 減碼 |
| 28 | DELL | Dell Technologies -c | +0.1% | +30.00% | 加碼 |
| 29 | EQIX | Equinix Inc | +0.1% | -11.03% | 減碼 |
| 30 | RL | Ralph Lauren CORP | +0.1% | — | 不變 |
| 31 | DAR | Darling Ingredients Inc | +0.1% | — | 不變 |
| 32 | LIN | Linde plc | +0.1% | +2.50% | 加碼 |
| 33 | ✓ | +0.1% | +11.11% | 加碼 | |
| 34 | ASX | Ase Technology Holding -adr | +0.1% | +12.90% | 加碼 |
| 35 | FDX | Fedex CORP | +0.1% | +2.49% | 加碼 |
| 36 | SE | Sea Ltd-adr | 0% | +75.13% | 加碼 |
| 37 | UTHR | United Therapeutics CORP | 0% | — | 不變 |
| 38 | KO | Coca-cola Co/the | 0% | +2.57% | 加碼 |
| 39 | XPEV | XPeng Inc. | 0% | +30.41% | 加碼 |
| 40 | CSCO | Cisco Systems Inc | 0% | -5.17% | 減碼 |
| 41 | PEP | Pepsico Inc | 0% | +51.42% | 加碼 |
| 42 | DE | Deere & Co | 0% | +2.70% | 加碼 |
| 43 | 6D8 | Dupont De Nemours Inc | 0% | +2.50% | 加碼 |
| 44 | BIIB | Biogen Inc | 0% | +2.46% | 加碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | -1.13% | 減碼 |
| 46 | PLD | Prologis Inc | 0% | -7.94% | 減碼 |
| 47 | TEVA | Teva Pharmaceutical-sp Adr | 0% | +162.42% | 加碼 |
| 48 | AMGN | Amgen Inc | 0% | — | 不變 |
| 49 | EMR | Emerson Electric Co | 0% | -7.46% | 減碼 |
| 50 | GM | General Motors Co | 0% | +2.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Triglav Investments, D.o.o. 在 Q1 2026 季度的美股持倉總市值約為 US$19.0億，共申報了 166 個公開持股部位。
在 Q1 2026 季度，Triglav Investments, D.o.o. 按市值排列的前三大核心持股分別為：NVDA (9.8%)、AMZN (6.6%)、MSFT (6.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.8% 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
CAT
市值: US$1363.8萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$921.5萬
在 Q1 2026 季度中，Triglav Investments, D.o.o. 共進行了 166 項持倉異動，包含新建倉 25 個部位、加碼 49 個部位、減碼 60 個部位以及清倉 32 個部位。 其中最大新建倉標的為 CAT。 本季清倉部位包含 AZNN。
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。