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: 0002011965
申報總市值
US$2.0億
US$2.0億
81 檔
15.1%
在 Q1 2026 的 13F 官方備案中，Williamson Legacy Group, LLC 管理的美股投資組合規模來到 US$2.0億，整體持股檔數為 81 檔。
觀察 Q1 2026 的資金脈絡，Williamson Legacy Group, LLC 在獲利結算 30 檔個股的同時，將資本重新部署至 19 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 LITE, CIEN, SNDK）累計市值佔比達 15.1%，是驅動 Williamson Legacy Group, LLC 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 | LITE | Lumentum Holdings Inc | 股票-科技 | 5.95% | -1.97% | -26.82% | |
| 2 | CIEN | Ciena CORP | 股票-科技 | 4.93% | -0.79% | +1.38% | |
| 3 | SNDK | Sandisk CORP | 股票-科技 | 4.47% | +1.91% | +4.35% | |
| 4 | WDC | Western Digital CORP | 股票-科技 | 4.05% | +0.60% | +1.41% | |
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.48% | +1.07% | +1.22% | |
| 6 | FIVE | Five Below | 股票-循環性消費 | 2.57% | -2.23% | +3.13% | |
| 7 | GEV | GE Vernova Inc | 股票-工業 | 2.54% | -0.27% | +5.24% | |
| 8 | MTZ | Mastec Inc | 股票-工業 | 2.44% | -0.15% | +69.57% | |
| 9 | NXT | Nextpower Inc-cl A | 股票-科技 | 2.30% | -0.77% | +66.75% | |
| 10 | HWM | Howmet Aerospace Inc | 股票-工業 | 2.20% | -0.37% | +21.57% | |
| 11 | TPR | Tapestry Inc | 股票-循環性消費 | 2.10% | -0.59% | +6.10% | |
| 12 | BE | Bloom Energy Corp- A | 股票-工業 | 1.92% | +1.17% | +19.12% | |
| 13 | FTI | TechnipFMC plc | 股票-能源 | 1.90% | -0.43% | +98.41% | |
| 14 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.70% | -1.70% | EXIT | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.69% | +2.65% | +11.17% | |
| 16 | GLW | Corning Inc | 股票-科技 | 1.68% | +1.00% | +34.98% | |
| 17 | SEDG | Solaredge Technologies Inc | 股票-科技 | 1.63% | +0.22% | -0.31% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | -1.56% | EXIT | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.49% | -0.36% | +5.59% | |
| 20 | TER | Teradyne Inc | 股票-科技 | 1.42% | +0.94% | +60.53% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 1.42% | +1.23% | +11.61% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.39% | -1.39% | EXIT | |
| 23 | IAG | Iamgold CORP | 股票-其他 | 1.37% | -1.37% | EXIT | |
| 24 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.34% | -0.20% | +2.51% | |
| 25 | COHR | Coherent CORP | 股票-科技 | 1.30% | +0.78% | +28.41% | |
| 26 | ALB | Albemarle CORP | 股票-原物料 | 1.28% | -0.80% | +351.04% | |
| 27 | FSLY | Fastly Inc - Class A | 股票-科技 | 1.28% | -0.77% | — | |
| 28 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.26% | -1.26% | EXIT | |
| 29 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 1.24% | -1.24% | EXIT | |
| 30 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.20% | -1.20% | EXIT | |
| 31 | NEM | Newmont CORP | 股票-原物料 | 1.18% | -1.18% | EXIT | |
| 32 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 1.15% | -1.15% | EXIT | |
| 33 | B | Barrick Mining CORP | 股票-原物料 | 1.14% | -1.14% | EXIT | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.10% | -0.19% | +14.95% | |
| 35 | DAN | Dana Inc | 股票-其他 | 1.10% | -1.10% | EXIT | |
| 36 | NVT | nVent Electric plc | 股票-工業 | 1.07% | +0.62% | — | |
| 37 | AMG | Affiliated Managers Group | 股票-金融 | 1.06% | -1.06% | EXIT | |
| 38 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.03% | +0.83% | — | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 1.02% | +0.99% | +91.54% | |
| 40 | BG | Bunge Global SA | 股票-非循環性消費 | 0.99% | -0.99% | EXIT | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.98% | -0.98% | EXIT | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | -0.32% | — | |
| 43 | BAP | Credicorp Ltd. | 股票-金融 | 0.97% | -0.09% | +278.19% | |
| 44 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.96% | -0.42% | -9.05% | |
| 45 | WWD | Woodward Inc | 股票-工業 | 0.95% | -0.95% | EXIT | |
| 46 | RBC | RBC Bearings Inc | 股票-工業 | 0.92% | -0.16% | — | |
| 47 | HXL | Hexcel CORP | 股票-工業 | 0.90% | -0.90% | EXIT | |
| 48 | HII | Huntington Ingalls Industrie | 股票-工業 | 0.89% | -0.89% | EXIT | |
| 49 | ORA | Ormat Technologies Inc | 股票-公用事業 | 0.88% | -0.88% | EXIT | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.86% | +0.33% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | +2.8% | +4.35% | 加碼 |
| 2 | CIEN | Ciena CORP | +1.9% | +1.38% | 加碼 |
| 3 | LITE | Lumentum Holdings Inc | +1.5% | -26.82% | 減碼 |
| 4 | MTZ | Mastec Inc | +1.4% | +69.57% | 加碼 |
| 5 | WDC | Western Digital CORP | +1.4% | +1.41% | 加碼 |
| 6 | NXT | Nextpower Inc-cl A | +1.3% | +66.75% | 加碼 |
| 7 | FTI | TechnipFMC plc | +1.3% | +98.41% | 加碼 |
| 8 | ALB | Albemarle CORP | +1.1% | +351.04% | 加碼 |
| 9 | STX | Seagate Technology Holdings plc | +1% | +1.22% | 加碼 |
| 10 | GLW | Corning Inc | +0.9% | +34.98% | 加碼 |
| 11 | BE | Bloom Energy Corp- A | +0.8% | +19.12% | 加碼 |
| 12 | TER | Teradyne Inc | +0.8% | +60.53% | 加碼 |
| 13 | BAP | Credicorp Ltd. | +0.7% | +278.19% | 加碼 |
| 14 | SEDG | Solaredge Technologies Inc | +0.7% | -0.31% | 減碼 |
| 15 | GEV | GE Vernova Inc | +0.7% | +5.24% | 加碼 |
| 16 | AGI | Alamos Gold Inc-class A | +0.6% | +74.54% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.6% | +91.54% | 加碼 |
| 18 | HWM | Howmet Aerospace Inc | +0.5% | +21.57% | 加碼 |
| 19 | COHR | Coherent CORP | +0.5% | +28.41% | 加碼 |
| 20 | FIVE | Five Below | +0.4% | +3.13% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.4% | +11.61% | 加碼 |
| 22 | MU | Micron Technology Inc | +0.4% | +11.17% | 加碼 |
| 23 | FTAI | FTAI Aviation Ltd. | +0.3% | +14.77% | 加碼 |
| 24 | CASY | Casey's General Stores Inc | +0.3% | +2.51% | 加碼 |
| 25 | WWD | Woodward Inc | +0.3% | +28.91% | 加碼 |
| 26 | CMI | Cummins Inc | +0.3% | +46.16% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.3% | +60.54% | 加碼 |
| 28 | BWXT | Bwx Technologies Inc | +0.2% | +2.59% | 加碼 |
| 29 | TPR | Tapestry Inc | +0.2% | +6.10% | 加碼 |
| 30 | RTX | Rtx CORP | +0.2% | +14.28% | 加碼 |
| 31 | IAG | Iamgold CORP | +0.2% | +3.36% | 加碼 |
| 32 | AMG | Affiliated Managers Group | +0.1% | +24.22% | 加碼 |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +14.95% | 加碼 |
| 34 | HII | Huntington Ingalls Industrie | +0.1% | +8.34% | 加碼 |
| 35 | B | Barrick Mining CORP | +0.1% | +23.95% | 加碼 |
| 36 | ELAN | Elanco Animal Health Inc | +0.1% | +9.39% | 加碼 |
| 37 | CM | Can Imperial Bk Of Commerce | +0.1% | +21.94% | 加碼 |
| 38 | DTM | Dt Midstream Inc | +0.1% | +6.15% | 加碼 |
| 39 | WMT | Walmart Inc | +0.1% | +3.64% | 加碼 |
| 40 | WPM | Wheaton Precious Metals CORP | 0% | -0.38% | 減碼 |
| 41 | TJX | Tjx Companies Inc | 0% | +4.67% | 加碼 |
| 42 | SRE | Sempra | — | -6.50% | 減碼 |
| 43 | VEA | Vanguard Ftse Developed ETF | — | -2.65% | 減碼 |
| 44 | RSPT | Invesco S&p 500 Equal Weight | 0% | -3.69% | 減碼 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不變 |
| 46 | CCJ | Cameco CORP | 0% | -15.32% | 減碼 |
| 47 | PG | Procter & Gamble Co/the | 0% | -0.06% | 減碼 |
| 48 | ATO | Atmos Energy CORP | 0% | -18.84% | 減碼 |
| 49 | VUG | Vanguard Growth ETF | 0% | -3.74% | 減碼 |
| 50 | FN | Fabrinet | 0% | -15.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Williamson Legacy Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.0億，共申報了 81 個公開持股部位。
在 Q1 2026 季度，Williamson Legacy Group, LLC 按市值排列的前三大核心持股分別為：LITE (6.0%)、CIEN (4.9%)、SNDK (4.5%)。其中最大持股部位 LITE 佔據整體投資組合約 6.0% 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
FSLY
市值: US$170.3萬
本季最大獲利了結 / 清倉標的
PLTR
前期市值: US$362.8萬
在 Q1 2026 季度中，Williamson Legacy Group, LLC 共進行了 110 項持倉異動，包含新建倉 19 個部位、加碼 40 個部位、減碼 21 個部位以及清倉 30 個部位。 其中最大新建倉標的為 FSLY。 本季清倉部位包含 PLTR。
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。