13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001729049
申报总市值
US$3.5亿
US$3.5亿
68 檔
29.7%
在 Q4 2025 申报期间，Pegasus Asset Management, Inc.（CIK: 0001729049）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.5亿，共持有 68 个公开申报仓位。
在 Q4 2025，Pegasus Asset Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 32 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pegasus Asset Management, Inc. 的前 5 大核心持股（包含 SCHB, AAPL, GOOG 等）合计占整体申报市值的 29.7%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 9.42% | +0.28% | +0.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.96% | +0.07% | -0.09% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.77% | +0.50% | -0.78% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.41% | -0.43% | +0.26% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.49% | +0.09% | -0.55% | |
| 6 | PH | Parker Hannifin CORP | 股票-工业 | 4.08% | -0.12% | +0.37% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.77% | +0.24% | +0.64% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.51% | -0.37% | -0.59% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.34% | -0.02% | +0.84% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 3.10% | +0.23% | +0.83% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 3.08% | -2.83% | EXIT | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.07% | +0.47% | +0.99% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 2.93% | -0.38% | +0.92% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.69% | +0.06% | -1.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | -0.16% | +1.14% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 2.53% | -0.23% | +1.05% | |
| 17 | PWR | Quanta Services Inc | 股票-工业 | 1.86% | +0.44% | +2.20% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.70% | — | +0.19% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | +0.04% | +0.08% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.56% | -0.11% | +3.04% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.53% | -0.09% | +2.51% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.61% | +2.67% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 1.45% | -0.02% | +63.34% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.43% | -0.90% | +2.93% | |
| 25 | CARR | Carrier Global CORP | 股票-工业 | 1.43% | +0.29% | +4.72% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事业 | 1.40% | -0.20% | +4.35% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.37% | +0.02% | -0.84% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.34% | — | -8.19% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.33% | -0.07% | -1.52% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.27% | +0.05% | +100.06% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 1.24% | +0.03% | +94.58% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.18% | +1.19% | +3.48% | |
| 33 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.08% | +0.09% | +2.52% | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.94% | +0.04% | +4.36% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.92% | +0.02% | -0.20% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.70% | -0.19% | +1.33% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.60% | -0.14% | +6.51% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | +0.04% | +1.21% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.36% | -0.02% | — | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.35% | +0.01% | +0.85% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.12% | -0.27% | |
| 42 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.31% | -0.05% | -0.64% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.30% | — | -1.19% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.27% | +0.06% | +14.52% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | +0.64% | +0.28% | |
| 46 | MDXG | Mimedx Group Inc | 股票-其他 | 0.26% | -0.02% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.25% | — | +1.62% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.23% | +0.05% | +8.56% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.23% | -0.02% | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.22% | +0.08% | +10.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -0.78% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.8% | +0.99% | 加仓 |
| 3 | SBUX | Starbucks CORP | +0.6% | +100.06% | 加仓 |
| 4 | BA | Boeing Co/the | +0.5% | +63.34% | 加仓 |
| 5 | HD | Home Depot Inc | +0.5% | +94.58% | 加仓 |
| 6 | PH | Parker Hannifin CORP | +0.4% | +0.37% | 加仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +0.64% | 加仓 |
| 8 | SGOL | Abrdn Physical Gold Shares | +0.2% | NEW | 新建仓 |
| 9 | RTX | Rtx CORP | +0.2% | +0.92% | 加仓 |
| 10 | AAPL | Apple Inc | +0.2% | -0.09% | 减仓 |
| 11 | MAR | Marriott International -cl A | +0.2% | +4.36% | 加仓 |
| 12 | CRM | Salesforce Inc | +0.1% | +2.93% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.21% | 加仓 |
| 14 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | 新建仓 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +0.19% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | +2.51% | 加仓 |
| 17 | GLD | Spdr Gold Shares | +0.1% | +1.33% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | 新建仓 |
| 20 | SCHM | Schwab US Mid Cap ETF | 0% | +14.52% | 加仓 |
| 21 | JEPI | Jpmorgan Equity Premium Inco | 0% | +10.19% | 加仓 |
| 22 | SCHA | Schwab US Small-cap ETF | 0% | +8.56% | 加仓 |
| 23 | XOM | Exxon Mobil CORP | 0% | -0.27% | 减仓 |
| 24 | IBM | Intl Business Machines CORP | 0% | +0.28% | 加仓 |
| 25 | PWR | Quanta Services Inc | — | +2.20% | 加仓 |
| 26 | AMZN | Amazon.com Inc | 0% | -1.20% | 减仓 |
| 27 | NFLX | Netflix Inc | 0% | +933.63% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.08% | 加仓 |
| 29 | SOFI | Sofi Technologies Inc | 0% | +2.52% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +0.84% | 加仓 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.84% | 减仓 |
| 32 | CVX | Chevron CORP | -0.1% | +2.67% | 加仓 |
| 33 | CLX | Clorox Company | -0.1% | EXIT | 清仓 |
| 34 | DUK | Duke Energy CORP | -0.1% | +4.35% | 加仓 |
| 35 | ORCL | Oracle CORP | -0.1% | EXIT | 清仓 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -1.52% | 减仓 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.14% | 加仓 |
| 38 | PANW | Palo Alto Networks Inc | -0.1% | +3.48% | 加仓 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +3.04% | 加仓 |
| 40 | PEP | Pepsico Inc | -0.2% | -8.19% | 减仓 |
| 41 | CARR | Carrier Global CORP | -0.2% | +4.72% | 加仓 |
| 42 | SCHB | Schwab US Broad Market ETF | -0.2% | +0.29% | 加仓 |
| 43 | HON | Honeywell International Inc | -0.2% | -42.99% | 减仓 |
| 44 | NVDA | Nvidia CORP | -0.2% | -0.55% | 减仓 |
| 45 | BLK | Blackrock Inc | -0.3% | +1.05% | 加仓 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | EXIT | 清仓 |
| 47 | META | Meta Platforms Inc-class A | -0.6% | -0.59% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | +0.26% | 加仓 |
| 49 | ETN | Eaton Corporation plc | -0.7% | +0.83% | 加仓 |
| 50 | ADP | Automatic Data Processing | -0.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Pegasus Asset Management, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 68 个公开持股仓位。
在 Q4 2025 季度，Pegasus Asset Management, Inc. 按市值排列的前三大核心持股分别为：SCHB (9.4%)、AAPL (7.0%)、GOOG (5.8%)。其中最大持股仓位 SCHB 占据整体投资组合约 9.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SGOL
市值: US$61.4万
本季最大获利了结 / 清仓标的
ADP
前期市值: US$280.5万
在 Q4 2025 季度中，Pegasus Asset Management, Inc. 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 32 个仓位、减仓 10 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SGOL。 本季清仓仓位包含 ADP。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。