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: 0001588340
申報總市值
US$314.4億
US$314.4億
1188 檔
13.5%
根據最新整理的 13F 季度數據集，Vontobel Holding Ltd. 於 Q1 2026 結束時的管理資產規模為 US$314.4億。該機構在本季度申報了 1188 檔美股持倉，呈現出該時期的主要投資地圖。
Vontobel Holding Ltd. 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 115 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Vontobel Holding Ltd. 的前 5 大持股（包含 MSFT, NVDA, AMZN）貢獻了組合市值的 13.5%，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 1188 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 | MSFT | Microsoft CORP | 股票-科技 | 4.05% | -1.51% | -1.03% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.46% | +1.17% | -1.52% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.69% | -0.38% | -21.06% | |
| 4 | WM | Waste Management Inc | 股票-工業 | 2.31% | -0.63% | +4.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +0.13% | -5.63% | |
| 6 | CME | Cme Group Inc | 股票-金融 | 2.06% | -1.20% | +16.07% | |
| 7 | UBS | UBS Group AG | 股票-金融 | 2.00% | +0.48% | +6.34% | |
| 8 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.85% | -0.19% | -12.35% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | +1.01% | -12.87% | |
| 10 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.72% | -1.04% | +109.31% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.65% | -0.05% | +9.92% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.61% | -0.22% | -9.04% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 1.60% | -0.66% | +45.35% | |
| 14 | LOGI | Logitech International S.A. | 股票-科技 | 1.51% | -0.17% | +5.19% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.51% | +0.22% | -56.58% | |
| 16 | RBA | Rb Global Inc | 股票-工業 | 1.46% | — | -3.51% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.45% | -1.09% | -24.27% | |
| 18 | ALC | Alcon Inc. | 股票-醫療保健 | 1.39% | -0.10% | +18.29% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.30% | -0.08% | -23.87% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.28% | -0.73% | +34.22% | |
| 21 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.27% | -0.98% | -27.39% | |
| 22 | AZO | Autozone Inc | 股票-循環性消費 | 1.17% | -0.61% | +3.92% | |
| 23 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.15% | — | -37.76% | |
| 24 | AON | Aon plc | 股票-金融 | 1.11% | -0.54% | +31.45% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 1.05% | -0.35% | -10.00% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.02% | -0.72% | -9.17% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.97% | -0.71% | -18.89% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 0.92% | +0.06% | -2.07% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.92% | -0.31% | -2.56% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | +0.20% | +10.47% | |
| 31 | CTAS | Cintas CORP | 股票-工業 | 0.82% | -0.07% | +1285.34% | |
| 32 | ECL | Ecolab Inc | 股票-原物料 | 0.81% | -0.26% | -18.04% | |
| 33 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.79% | -0.29% | -10.44% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.77% | -0.10% | -28.82% | |
| 35 | VMC | Vulcan Materials Co | 股票-原物料 | 0.77% | -0.31% | -41.40% | |
| 36 | AMRZ | Amrize Ltd | 股票-原物料 | 0.76% | +0.05% | -11.66% | |
| 37 | IRM | Iron Mountain Inc | 股票-房地產 | 0.74% | +0.03% | +25.31% | |
| 38 | CRH | CRH plc | 股票-原物料 | 0.74% | -0.20% | -0.32% | |
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.65% | -0.25% | +10937.01% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.64% | -0.48% | +58.43% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.64% | +0.03% | +19.74% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | -0.18% | +27.10% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | -0.08% | +9.41% | |
| 44 | EMR | Emerson Electric Co | 股票-工業 | 0.58% | +0.06% | +646.14% | |
| 45 | STLA | Stellantis N.V. | 股票-循環性消費 | 0.57% | -0.12% | +78.42% | |
| 46 | ALLE | Allegion plc | 股票-工業 | 0.56% | -0.01% | +1624.60% | |
| 47 | ADSK | Autodesk Inc | 股票-科技 | 0.55% | -0.41% | +14.15% | |
| 48 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.54% | -0.20% | -15.05% | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.53% | -0.17% | -0.56% | |
| 50 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.53% | -0.06% | +9.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CTAS | Cintas CORP | +0.8% | +1285.34% | 加碼 |
| 2 | KMI | Kinder Morgan, Inc. | +0.7% | +10937.01% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.6% | +45.35% | 加碼 |
| 4 | BSX | Boston Scientific CORP | +0.6% | +109.31% | 加碼 |
| 5 | CME | Cme Group Inc | +0.6% | +16.07% | 加碼 |
| 6 | ALLE | Allegion plc | +0.5% | +1624.60% | 加碼 |
| 7 | EMR | Emerson Electric Co | +0.5% | +646.14% | 加碼 |
| 8 | WM | Waste Management Inc | +0.4% | +4.69% | 加碼 |
| 9 | IRM | Iron Mountain Inc | +0.3% | +25.31% | 加碼 |
| 10 | WY | Weyerhaeuser Co | +0.3% | +3797.18% | 加碼 |
| 11 | AON | Aon plc | +0.3% | +31.45% | 加碼 |
| 12 | ADI | Analog Devices Inc | +0.3% | +1274.86% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.3% | +10.47% | 加碼 |
| 14 | XLF | Ss Financial Select Sector | +0.2% | +290.84% | 加碼 |
| 15 | ALC | Alcon Inc. | +0.2% | +18.29% | 加碼 |
| 16 | NEE | Nextera Energy Inc | +0.2% | +19.74% | 加碼 |
| 17 | ENB | Enbridge Inc | +0.2% | +4512.94% | 加碼 |
| 18 | AKAM | Akamai Technologies Inc | +0.2% | +9.80% | 加碼 |
| 19 | PM | Philip Morris International | +0.2% | +27.10% | 加碼 |
| 20 | AAPL | Apple Inc | +0.2% | +9.92% | 加碼 |
| 21 | MU | Micron Technology Inc | +0.2% | +60.88% | 加碼 |
| 22 | GILD | Gilead Sciences Inc | +0.2% | +29.89% | 加碼 |
| 23 | TTE | TotalEnergies SE | +0.2% | -3.64% | 減碼 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +228.61% | 加碼 |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | +147.87% | 加碼 |
| 26 | LRCX | Lam Research CORP | +0.1% | +43.99% | 加碼 |
| 27 | AZO | Autozone Inc | +0.1% | +3.92% | 加碼 |
| 28 | XOM | Exxon Mobil CORP | +0.1% | +27.08% | 加碼 |
| 29 | STLA | Stellantis N.V. | +0.1% | +78.42% | 加碼 |
| 30 | NOW | Servicenow Inc | +0.1% | +58.43% | 加碼 |
| 31 | MTZ | Mastec Inc | +0.1% | +11.39% | 加碼 |
| 32 | VIST | Vista Energy Sab De Cv | +0.1% | -8.10% | 減碼 |
| 33 | IQV | Iqvia Holdings Inc | +0.1% | +58.26% | 加碼 |
| 34 | LIN | Linde plc | +0.1% | -1.76% | 減碼 |
| 35 | KO | The Coca-Cola Company | +0.1% | +63.53% | 加碼 |
| 36 | T | At&t Inc | +0.1% | +17.25% | 加碼 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | +14.44% | 加碼 |
| 38 | YUMC | Yum China Holdings Inc | +0.1% | +20.34% | 加碼 |
| 39 | AMAT | Applied Materials Inc | +0.1% | -16.89% | 減碼 |
| 40 | KO | Coca-cola Co/the | +0.1% | -12.35% | 減碼 |
| 41 | EA | Electronic Arts Inc | +0.1% | +878.61% | 加碼 |
| 42 | CHTR | Charter Communications Inc-a | +0.1% | +4854.43% | 加碼 |
| 43 | MRVL | Marvell Technology Inc | +0.1% | +0.66% | 加碼 |
| 44 | CASY | Casey's General Stores Inc | +0.1% | -27.39% | 減碼 |
| 45 | WAB | Wabtec CORP | +0.1% | +18.93% | 加碼 |
| 46 | TMUS | T-mobile US Inc | +0.1% | +28.15% | 加碼 |
| 47 | AMD | Advanced Micro Devices | +0.1% | +15.69% | 加碼 |
| 48 | CVX | Chevron CORP | +0.1% | +41.51% | 加碼 |
| 49 | CMCSA | Comcast Corp-class A | +0.1% | +46.01% | 加碼 |
| 50 | GEV | GE Vernova Inc | +0.1% | +2.30% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vontobel Holding Ltd. 在 Q1 2026 季度的美股持倉總市值約為 US$314.4億，共申報了 1188 個公開持股部位。
在 Q1 2026 季度，Vontobel Holding Ltd. 按市值排列的前三大核心持股分別為：MSFT (4.0%)、NVDA (3.5%)、AMZN (2.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.0% 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
TRP
市值: US$6330.6萬
本季最大獲利了結 / 清倉標的
FND
前期市值: US$1293.0萬
在 Q1 2026 季度中，Vontobel Holding Ltd. 共進行了 200 項持倉異動，包含新建倉 6 個部位、加碼 79 個部位、減碼 112 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TRP。 本季清倉部位包含 FND。
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。