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: 0000861177
申報總市值
US$5500.9億
US$5500.9億
3807 檔
20.6%
截至 Q1 2026 季度末，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 的美股持倉估值約為 US$5500.9億，全數申報部位共有 3807 檔。
觀察 Q1 2026 的申報異動，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 採取了強勁的買進策略，建倉與加碼動作（合計 148 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 20.6%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 3807 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 | 7.21% | -0.14% | +1.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.57% | -0.10% | +0.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.91% | -0.54% | +6.08% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.20% | -0.17% | +5.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.70% | +0.20% | +10.49% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.51% | +0.25% | +16.90% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.82% | +0.03% | -1.60% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.53% | -0.04% | -2.28% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | -0.20% | -3.16% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | +0.22% | +8.81% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.02% | +14.00% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | -0.15% | +13.62% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | -0.07% | +11.28% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.11% | +8.97% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | +1.04% | +3.02% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.09% | +7.26% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 0.71% | +0.53% | -6.47% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.14% | +2.98% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.25% | +17.99% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | -0.28% | +5.90% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.67% | +1.20% | +8.45% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.65% | -0.07% | +17.76% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | +0.01% | +9.57% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.08% | +5.46% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | +0.39% | +5.43% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | -0.03% | +14.00% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.29% | -1.07% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | -0.09% | +3.74% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.51% | -0.05% | +5.05% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.48% | +0.69% | +16.47% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.48% | +0.13% | -7.81% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | -0.02% | +7.05% | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.46% | -0.36% | +6.92% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.45% | -0.02% | +21.74% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.06% | +8.01% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.44% | -0.02% | +41.31% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.44% | -0.16% | +0.59% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.14% | +18.59% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.42% | +0.07% | +2.65% | |
| 40 | GE | General Electric | 股票-工業 | 0.40% | +0.09% | +6.97% | |
| 41 | PLD | Prologis Inc | 股票-房地產 | 0.39% | -0.03% | +2592.33% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.39% | -0.04% | +34.39% | |
| 43 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.38% | -0.08% | +1.53% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.01% | +4.16% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.38% | +0.05% | +20.13% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.38% | -0.06% | +1.32% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.38% | +0.10% | +23.41% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.36% | -0.07% | +11.23% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | -0.04% | +4.33% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.35% | — | +3.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | +0.4% | +2592.33% | 加碼 |
| 2 | WELL | Welltower Inc | +0.3% | +36257.01% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +898.72% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +13.62% | 加碼 |
| 5 | PDD | Pdd Holdings Inc | +0.2% | +2189441.58% | 加碼 |
| 6 | ADI | Analog Devices Inc | +0.2% | +41.31% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -1.07% | 減碼 |
| 8 | MU | Micron Technology Inc | +0.1% | +8.45% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | +5.43% | 加碼 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +254.16% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.1% | -6.47% | 減碼 |
| 12 | INTC | Intel CORP | +0.1% | +16.47% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.1% | +19.29% | 加碼 |
| 14 | TJX | Tjx Companies Inc | +0.1% | +34.39% | 加碼 |
| 15 | KO | Coca-cola Co/the | +0.1% | +14.00% | 加碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +17.99% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +5.46% | 加碼 |
| 18 | TXN | Texas Instruments Inc | +0.1% | +23.41% | 加碼 |
| 19 | VONV | Vanguard Russell 1000 Value | +0.1% | +394.70% | 加碼 |
| 20 | KLAC | Kla CORP | +0.1% | +14.14% | 加碼 |
| 21 | VONG | Vanguard Russell 1000 Growth | +0.1% | +411.65% | 加碼 |
| 22 | PSA | Public Storage | +0.1% | +224553.30% | 加碼 |
| 23 | USIG | Ishares Broad Usd Investment | +0.1% | +268.37% | 加碼 |
| 24 | LIN | Linde plc | +0.1% | +6.92% | 加碼 |
| 25 | WMT | Walmart Inc | +0.1% | +2.98% | 加碼 |
| 26 | ETN | Eaton Corporation plc | +0.1% | +27.02% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +5.05% | 加碼 |
| 28 | NEE | Nextera Energy Inc | +0.1% | +17.87% | 加碼 |
| 29 | AVGO | Broadcom Inc | +0.1% | +16.90% | 加碼 |
| 30 | RTX | Rtx CORP | +0.1% | +23.30% | 加碼 |
| 31 | VZ | Verizon Communications Inc | +0.1% | +1.32% | 加碼 |
| 32 | UNP | Union Pacific CORP | +0.1% | +32.70% | 加碼 |
| 33 | MCD | Mcdonald's CORP | +0.1% | +18.59% | 加碼 |
| 34 | HD | Home Depot Inc | +0.1% | +17.76% | 加碼 |
| 35 | VO | Vanguard Mid-cap ETF | +0.1% | +232.79% | 加碼 |
| 36 | T | At&t Inc | +0.1% | +7.75% | 加碼 |
| 37 | GLW | Corning Inc | +0.1% | +8.21% | 加碼 |
| 38 | CB | Chubb Limited | +0.1% | +33.81% | 加碼 |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | +21.74% | 加碼 |
| 40 | WDC | Western Digital CORP | +0.1% | +3.32% | 加碼 |
| 41 | COP | Conocophillips | +0.1% | +13.80% | 加碼 |
| 42 | IEMG | Ishares Core Msci Emerging | +0.1% | +310.70% | 加碼 |
| 43 | TER | Teradyne Inc | +0.1% | +25.25% | 加碼 |
| 44 | PEP | Pepsico Inc | +0.1% | +11.23% | 加碼 |
| 45 | CAT | Caterpillar Inc | +0.1% | -7.81% | 減碼 |
| 46 | CVX | Chevron CORP | +0.1% | -6.95% | 減碼 |
| 47 | MBB | Ishares Mbs ETF | +0.1% | +197.87% | 加碼 |
| 48 | TT | Trane Technologies plc | +0.1% | +20.59% | 加碼 |
| 49 | NFLX | Netflix Inc | +0.1% | +5.90% | 加碼 |
| 50 | DE | Deere & Co | +0.1% | +9.98% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5500.9億，共申報了 3807 個公開持股部位。
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
AMCR
市值: US$1.0億
本季最大獲利了結 / 清倉標的
CYBERARK SOFTWARE LTD. CMN
前期市值: US$1.4億
在 Q1 2026 季度，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 按市值排列的前三大核心持股分別為：NVDA (7.2%)、AAPL (5.6%)、MSFT (4.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.2% 的權重。
在 Q1 2026 季度中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 146 個部位、減碼 51 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AMCR。 本季清倉部位包含 CYBERARK SOFTWARE LTD. CMN。
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。