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: 0002057170
申報總市值
US$654.2億
US$654.2億
2063 檔
20.1%
在 Q1 2026 的 13F 官方備案中，Universal- Beteiligungs- und Servicegesellschaft mbH 管理的美股投資組合規模來到 US$654.2億，整體持股檔數為 2063 檔。
觀察 Q1 2026 的資金脈絡，Universal- Beteiligungs- und Servicegesellschaft mbH 在獲利結算 4 檔個股的同時，將資本重新部署至 3 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, AAPL, MSFT）累計市值佔比達 20.1%，是驅動 Universal- Beteiligungs- und Servicegesellschaft mbH 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 2063 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 | 6.61% | -0.19% | -0.98% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.87% | -0.06% | -0.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.55% | -3.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.43% | +0.10% | -0.53% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | -0.08% | +0.29% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.08% | -0.39% | +3.41% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +0.17% | -3.38% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.95% | +0.05% | -2.31% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.17% | -0.02% | +3.61% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.01% | -2.16% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.12% | -4.08% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.17% | -1.02% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | -0.07% | +0.08% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 0.88% | -0.12% | -5.97% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.28% | +3.03% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.16% | +30.08% | |
| 17 | LIN | Linde plc | 股票-原物料 | 0.74% | -0.09% | +3.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.08% | -0.12% | |
| 19 | MU | Micron Technology Inc | 股票-科技 | 0.65% | +1.15% | +11.12% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.93% | +8.81% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.17% | +8.96% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.08% | +3.35% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | -0.01% | -1.00% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.17% | +7.22% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.43% | -4.75% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 0.53% | +0.37% | -4.66% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | -0.04% | +8.76% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.49% | -0.10% | +6.64% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.12% | +10.80% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.12% | +6.21% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.44% | -0.02% | -0.72% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.06% | -8.76% | |
| 33 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.42% | -0.08% | -1.63% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.02% | -6.28% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.06% | -1.20% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.40% | -0.07% | +13.31% | |
| 37 | WELL | Welltower Inc | 股票-房地產 | 0.40% | +0.03% | +0.79% | |
| 38 | EQIX | Equinix Inc | 股票-房地產 | 0.39% | -0.06% | -5.16% | |
| 39 | INTU | Intuit Inc | 股票-科技 | 0.38% | -0.18% | +13.17% | |
| 40 | PLD | Prologis Inc | 股票-房地產 | 0.37% | -0.04% | -3.92% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.06% | +1.32% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.36% | -0.06% | +3.05% | |
| 43 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.36% | -0.02% | -4.95% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.08% | +0.44% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.01% | +14.79% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | -0.07% | -2.21% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.09% | +20.44% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.34% | +0.11% | +5.67% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.07% | -2.52% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.33% | +0.04% | -0.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.3% | +30.08% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +7.22% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.2% | +11.12% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +0.08% | 加碼 |
| 5 | LIN | Linde plc | +0.2% | +3.14% | 加碼 |
| 6 | CVX | Chevron CORP | +0.1% | +20.44% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.1% | -4.75% | 減碼 |
| 8 | WDC | Western Digital CORP | +0.1% | +23.38% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +3.35% | 加碼 |
| 10 | LRCX | Lam Research CORP | +0.1% | -4.66% | 減碼 |
| 11 | WDC 3 11-15-28債券 | Western Digital CORP | +0.1% | +380.20% | 加碼 |
| 12 | COP | Conocophillips | +0.1% | +35.36% | 加碼 |
| 13 | CAT | Caterpillar Inc | +0.1% | +5.67% | 加碼 |
| 14 | KLAC | Kla CORP | +0.1% | +7.30% | 加碼 |
| 15 | EQIX | Equinix Inc | +0.1% | -5.16% | 減碼 |
| 16 | PEP | Pepsico Inc | +0.1% | +6.21% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +10.80% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +8.96% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +3.03% | 加碼 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +3.05% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | +0.12% | 加碼 |
| 22 | ADI | Analog Devices Inc | +0.1% | -0.63% | 減碼 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +8.76% | 加碼 |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | +3.56% | 加碼 |
| 25 | HON | Honeywell International Inc | +0.1% | +17.92% | 加碼 |
| 26 | DLR | Digital Realty Trust Inc | +0.1% | +2.37% | 加碼 |
| 27 | INTC | Intel CORP | +0.1% | +3.51% | 加碼 |
| 28 | GEV | GE Vernova Inc | +0.1% | -8.82% | 減碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | -0.72% | 減碼 |
| 30 | SLB | Slb LTD | +0.1% | +13.40% | 加碼 |
| 31 | AZO | Autozone Inc | +0.1% | +42.75% | 加碼 |
| 32 | GILD | Gilead Sciences Inc | +0.1% | +1.50% | 加碼 |
| 33 | T | At&t Inc | +0.1% | -1.38% | 減碼 |
| 34 | TXN | Texas Instruments Inc | +0.1% | +1.77% | 加碼 |
| 35 | WELL | Welltower Inc | +0.1% | +0.79% | 加碼 |
| 36 | AMD | Advanced Micro Devices | +0.1% | +8.81% | 加碼 |
| 37 | GLW | Corning Inc | 0% | +16.90% | 加碼 |
| 38 | SNDK | Sandisk CORP | 0% | +41.14% | 加碼 |
| 39 | VLO | Valero Energy CORP | 0% | -11.63% | 減碼 |
| 40 | HPQ | Hp Inc | 0% | +68.90% | 加碼 |
| 41 | AMGN | Amgen Inc | 0% | +4.46% | 加碼 |
| 42 | NEM | Newmont CORP | 0% | +12.36% | 加碼 |
| 43 | ETN | Eaton Corporation plc | 0% | -0.11% | 減碼 |
| 44 | PFE | Pfizer Inc | 0% | +1.98% | 加碼 |
| 45 | MRVL | Marvell Technology Inc | 0% | +0.14% | 加碼 |
| 46 | CF | Cf Industries Holdings Inc | 0% | +3.58% | 加碼 |
| 47 | LITE | Lumentum Holdings Inc | 0% | -18.37% | 減碼 |
| 48 | MTDR | Matador Resources Co | 0% | +98.34% | 加碼 |
| 49 | WMB | Williams Cos Inc | 0% | +19.88% | 加碼 |
| 50 | BL 1 06-01-29債券 | Blackline Inc | 0% | +2560.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Universal- Beteiligungs- und Servicegesellschaft mbH 在 Q1 2026 季度的美股持倉總市值約為 US$654.2億，共申報了 2063 個公開持股部位。
在 Q1 2026 季度，Universal- Beteiligungs- und Servicegesellschaft mbH 按市值排列的前三大核心持股分別為：NVDA (6.6%)、AAPL (4.9%)、MSFT (4.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.6% 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
SUNB
市值: US$9655.0萬
本季最大獲利了結 / 清倉標的
QGEN
前期市值: US$8099.0萬
在 Q1 2026 季度中，Universal- Beteiligungs- und Servicegesellschaft mbH 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 95 個部位、減碼 98 個部位以及清倉 4 個部位。 其中最大新建倉標的為 SUNB。 本季清倉部位包含 QGEN。
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。