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: 0000884541
申報總市值
US$32.5億
US$32.5億
230 檔
23.2%
Trillium Asset Management, LLC 在 Q1 2026 季度的美股部位總計估值為 US$32.5億，分散於 230 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Trillium Asset Management, LLC 在獲利結算 10 檔個股的同時，將資本重新部署至 8 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Trillium Asset Management, LLC 的前 5 大核心持股（包含 NVDA, GOOGL, MSFT 等）合計佔整體申報市值的 23.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 230 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 | 7.35% | -0.01% | +14.35% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.65% | +0.56% | +28.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | -0.64% | +31.33% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.61% | +0.04% | +28.50% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.15% | -0.34% | +14.05% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.03% | -0.22% | +49.48% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.83% | +0.41% | +21.17% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.76% | +1.26% | +20.76% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.26% | +197.06% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 1.60% | +0.45% | +110.50% | |
| 11 | ECL | Ecolab Inc | 股票-原物料 | 1.48% | -0.14% | +9.58% | |
| 12 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.47% | -0.25% | — | |
| 13 | PNC | Pnc Financial Services Group | 股票-金融 | 1.42% | +0.05% | +12.94% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | +0.03% | -4.08% | |
| 15 | TT | Trane Technologies plc | 股票-工業 | 1.30% | +0.06% | +45.09% | |
| 16 | LIN | Linde plc | 股票-原物料 | 1.29% | -0.11% | +111.86% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.28% | -0.43% | +1.84% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.20% | +0.03% | +43.97% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.16% | -0.22% | +2.56% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.35% | +9199.64% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.12% | -0.36% | +11.70% | |
| 22 | WAB | Wabtec CORP | 股票-工業 | 1.12% | -0.06% | -2.09% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.05% | +0.01% | +23.92% | |
| 24 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.03% | -0.16% | +2.03% | |
| 25 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.99% | -0.03% | -3.03% | |
| 26 | PLD | Prologis Inc | 股票-房地產 | 0.99% | -0.09% | +4.39% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.93% | -0.01% | +59.13% | |
| 28 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.92% | -0.08% | +9.85% | |
| 29 | FSLR | First Solar Inc | 股票-科技 | 0.92% | +0.08% | -0.10% | |
| 30 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.91% | -0.08% | -3.49% | |
| 31 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.90% | -0.08% | +23.86% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.88% | -0.04% | +34.58% | |
| 33 | XYL | Xylem Inc | 股票-工業 | 0.86% | -0.12% | +45.61% | |
| 34 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.86% | -0.12% | +85.33% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | — | +42.52% | |
| 36 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.85% | +0.17% | +28.42% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.82% | -0.12% | +42.08% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.81% | +0.55% | +60.96% | |
| 39 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.80% | +0.14% | +12.28% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.78% | -0.36% | +21.29% | |
| 41 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.75% | +0.21% | +23.00% | |
| 42 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.74% | -0.12% | -2.27% | |
| 43 | EQIX | Equinix Inc | 股票-房地產 | 0.71% | -0.13% | +193.32% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 0.71% | +0.17% | -6.80% | |
| 45 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.68% | -0.11% | +49.09% | |
| 46 | PWR | Quanta Services Inc | 股票-工業 | 0.68% | -0.01% | +85.92% | |
| 47 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.68% | -0.03% | -0.26% | |
| 48 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.68% | -0.03% | +465.43% | |
| 49 | ARES | Ares Management CORP - A | 股票-金融 | 0.65% | -0.03% | +26.97% | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.65% | -0.25% | +84.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +9199.64% | 加碼 |
| 2 | LIN | Linde plc | +0.5% | +111.86% | 加碼 |
| 3 | COST | Costco Wholesale CORP | +0.3% | +197.06% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +21.17% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.2% | +60.96% | 加碼 |
| 6 | WAB | Wabtec CORP | +0.2% | -2.09% | 減碼 |
| 7 | TTEK | Tetra Tech Inc | +0.2% | +53.42% | 加碼 |
| 8 | TJX | Tjx Companies Inc | +0.2% | +14.05% | 加碼 |
| 9 | EQIX | Equinix Inc | +0.2% | +193.32% | 加碼 |
| 10 | XYL | Xylem Inc | +0.2% | +45.61% | 加碼 |
| 11 | PWR | Quanta Services Inc | +0.2% | +85.92% | 加碼 |
| 12 | BSX | Boston Scientific CORP | +0.2% | +84.68% | 加碼 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +43.97% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +110.50% | 加碼 |
| 15 | TT | Trane Technologies plc | +0.1% | +45.09% | 加碼 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | +425.83% | 加碼 |
| 17 | NXT | Nextpower Inc-cl A | +0.1% | -4.98% | 減碼 |
| 18 | MYRG | Myr Group Inc/delaware | +0.1% | -6.19% | 減碼 |
| 19 | UNP | Union Pacific CORP | +0.1% | +23.92% | 加碼 |
| 20 | MSCI | Msci Inc | +0.1% | +232.55% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | +1.84% | 加碼 |
| 22 | DECK | Deckers Outdoor CORP | +0.1% | +15.08% | 加碼 |
| 23 | NVT | nVent Electric plc | +0.1% | -4.19% | 減碼 |
| 24 | DE | Deere & Co | +0.1% | +17.34% | 加碼 |
| 25 | NEE | Nextera Energy Inc | +0.1% | +12.16% | 加碼 |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +20.76% | 加碼 |
| 27 | AWK | American Water Works Co Inc | +0.1% | +2.03% | 加碼 |
| 28 | PLD | Prologis Inc | +0.1% | +4.39% | 加碼 |
| 29 | PNC | Pnc Financial Services Group | +0.1% | +12.94% | 加碼 |
| 30 | EHC | Encompass Health CORP | +0.1% | +12.28% | 加碼 |
| 31 | FERG | Ferguson Enterprises Inc | +0.1% | +23.86% | 加碼 |
| 32 | NYT | New York Times Co-a | +0.1% | -9.24% | 減碼 |
| 33 | CMS | Cms Energy CORP | +0.1% | +2.26% | 加碼 |
| 34 | GILD | Gilead Sciences Inc | +0.1% | +3.51% | 加碼 |
| 35 | TGT | Target CORP | +0.1% | -2.57% | 減碼 |
| 36 | BAP | Credicorp Ltd. | +0.1% | -2.34% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | +0.1% | -5.01% | 減碼 |
| 38 | SBUX | Starbucks CORP | +0.1% | -1.21% | 減碼 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +59.13% | 加碼 |
| 40 | ICE | Intercontinental Exchange In | +0.1% | +11.70% | 加碼 |
| 41 | MSA | Msa Safety Inc | +0.1% | +13.64% | 加碼 |
| 42 | BMI | Badger Meter Inc | +0.1% | +57.11% | 加碼 |
| 43 | ALLE | Allegion plc | +0.1% | +31.59% | 加碼 |
| 44 | NGVT | Ingevity CORP | +0.1% | -8.62% | 減碼 |
| 45 | MAR | Marriott International -cl A | +0.1% | +59.76% | 加碼 |
| 46 | TRV | Travelers Cos Inc/the | 0% | -3.03% | 減碼 |
| 47 | ULTA | Ulta Beauty Inc | 0% | +29.42% | 加碼 |
| 48 | TRMB | Trimble Inc | 0% | +24.74% | 加碼 |
| 49 | ALGM | Allegro Microsystems Inc | 0% | -6.22% | 減碼 |
| 50 | BURL | Burlington Stores Inc | 0% | -8.48% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trillium Asset Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$32.5億，共申報了 230 個公開持股部位。
在 Q1 2026 季度，Trillium Asset Management, LLC 按市值排列的前三大核心持股分別為：NVDA (7.3%)、GOOGL (5.7%)、MSFT (5.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.3% 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$4444.0萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$4476.9萬
在 Q1 2026 季度中，Trillium Asset Management, LLC 共進行了 192 項持倉異動，包含新建倉 8 個部位、加碼 85 個部位、減碼 89 個部位以及清倉 10 個部位。 其中最大新建倉標的為 AZN。 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。