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: 0001907480
申報總市值
US$1.9億
US$1.9億
76 檔
15.2%
在 Q1 2025 的 13F 官方備案中，Klein Pavlis & Peasley Financial, Inc. 管理的美股投資組合規模來到 US$1.9億，整體持股檔數為 76 檔。
Klein Pavlis & Peasley Financial, Inc. 於 Q1 2025 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AEM, SGOV, CCJ）累計市值佔比達 15.2%，是驅動 Klein Pavlis & Peasley Financial, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
UL
市值: US$222.2萬
本季最大獲利了結 / 清倉標的
CF
前期市值: US$245.1萬
| # | 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 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 5.43% | -1.38% | +0.35% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.88% | +0.54% | +29.26% | |
| 3 | CCJ | Cameco CORP | 股票-能源 | 3.68% | -0.63% | +7.13% | |
| 4 | PM | Philip Morris International | 股票-非循環性消費 | 3.58% | +0.22% | +6.32% | |
| 5 | RBA | Rb Global Inc | 股票-工業 | 3.51% | +0.42% | +6.99% | |
| 6 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 3.50% | -0.64% | +3.58% | |
| 7 | OKE | Oneok Inc | 股票-能源 | 3.47% | — | +5.79% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.28% | +0.02% | -0.32% | |
| 9 | SCCO | Southern Copper CORP | 股票-原物料 | 3.00% | +0.19% | +11.50% | |
| 10 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 2.88% | — | +23.89% | |
| 11 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 2.74% | +0.04% | +35.02% | |
| 12 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.61% | — | +3.48% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.59% | -0.04% | +10.56% | |
| 14 | MDT | Medtronic plc | 股票-醫療保健 | 2.44% | -0.14% | +28.17% | |
| 15 | MAS | Masco CORP | 股票-工業 | 2.30% | +0.27% | +9.35% | |
| 16 | HPQ | Hp Inc | 股票-科技 | 2.06% | — | +7.63% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.98% | +0.18% | +51.52% | |
| 18 | COP | Conocophillips | 股票-能源 | 1.94% | -0.57% | +20.16% | |
| 19 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.91% | -0.08% | +43.92% | |
| 20 | ROK | Rockwell Automation Inc | 股票-工業 | 1.85% | +0.43% | +7.50% | |
| 21 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.80% | — | +27.27% | |
| 22 | UL | Unilever PLC | 股票-非循環性消費 | 1.60% | — | — | |
| 23 | CIVI | Civitas Resources Inc | 股票-其他 | 1.54% | — | +198.85% | |
| 24 | FNV | Franco-nevada CORP | 股票-原物料 | 1.32% | -0.40% | +9.69% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.03% | +4.35% | |
| 26 | FBIN | Fortune Brands Innovations I | 股票-工業 | 1.14% | — | +12.12% | |
| 27 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 1.13% | — | +18.99% | |
| 28 | ABX | Barrick Gold CORP | 股票-金融 | 1.11% | — | +18.27% | |
| 29 | CCI | Crown Castle Inc | 股票-房地產 | 1.11% | — | — | |
| 30 | UNM | Unum Group | 股票-金融 | 1.10% | +0.19% | — | |
| 31 | CNQ | Canadian Natural Resources | 股票-能源 | 1.09% | — | +51.93% | |
| 32 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.02% | +0.23% | +9.69% | |
| 33 | RLI | Rli CORP | 股票-金融 | 0.99% | — | +197.67% | |
| 34 | EMN | Eastman Chemical Co | 股票-原物料 | 0.98% | — | +55.12% | |
| 35 | BKE | Buckle Inc/the | 股票-其他 | 0.93% | -0.11% | -14.72% | |
| 36 | FE | Firstenergy CORP | 股票-公用事業 | 0.91% | — | +3.63% | |
| 37 | HUBB | Hubbell Inc | 股票-工業 | 0.90% | +0.25% | +35.94% | |
| 38 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.89% | -0.13% | +0.92% | |
| 39 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.88% | — | -9.45% | |
| 40 | OSK | Oshkosh CORP | 股票-工業 | 0.88% | +0.02% | +64.61% | |
| 41 | VNT | Vontier CORP | 股票-科技 | 0.88% | — | +0.82% | |
| 42 | MCK | Mckesson CORP | 股票-醫療保健 | 0.85% | +0.13% | +6.86% | |
| 43 | OPRA | Opera Ltd-adr | 股票-其他 | 0.85% | +0.37% | +30.35% | |
| 44 | SD | Sandridge Energy Inc | 股票-其他 | 0.82% | -0.10% | +2.76% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 0.80% | — | +15.58% | |
| 46 | ZM | Zoom Communications Inc | 股票-科技 | 0.71% | +0.04% | +6.66% | |
| 47 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.71% | -0.01% | +8.24% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.02% | -3.69% | |
| 49 | ORI | Old Republic Intl CORP | 股票-金融 | 0.65% | +0.01% | +4.03% | |
| 50 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.65% | +0.10% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UL | Unilever PLC | +1.6% | NEW | 新建倉 |
| 2 | CCI | Crown Castle Inc | +1.1% | NEW | 新建倉 |
| 3 | UNM | Unum Group | +1.1% | NEW | 新建倉 |
| 4 | AEM | Agnico Eagle Mines LTD | +1% | +0.35% | 加碼 |
| 5 | FMX | Fomento Economico Mex-sp Adr | +0.8% | +35.02% | 加碼 |
| 6 | CIVI | Civitas Resources Inc | +0.8% | +198.85% | 加碼 |
| 7 | WPM | Wheaton Precious Metals CORP | +0.7% | +3.58% | 加碼 |
| 8 | PM | Philip Morris International | +0.7% | +6.32% | 加碼 |
| 9 | CINF | Cincinnati Financial CORP | +0.7% | NEW | 新建倉 |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +29.26% | 加碼 |
| 11 | KMT | Kennametal Inc | +0.6% | NEW | 新建倉 |
| 12 | HIG | Hartford Insurance Group Inc | +0.6% | +43.92% | 加碼 |
| 13 | MDT | Medtronic plc | +0.5% | +28.17% | 加碼 |
| 14 | QCOM | Qualcomm Inc | +0.5% | +51.52% | 加碼 |
| 15 | FNV | Franco-nevada CORP | +0.3% | +9.69% | 加碼 |
| 16 | CNQ | Canadian Natural Resources | +0.3% | +51.93% | 加碼 |
| 17 | ABX | Barrick Gold CORP | +0.3% | +18.27% | 加碼 |
| 18 | OSK | Oshkosh CORP | +0.3% | +64.61% | 加碼 |
| 19 | TTC | Toro Co | +0.3% | +128.26% | 加碼 |
| 20 | EMN | Eastman Chemical Co | +0.2% | +55.12% | 加碼 |
| 21 | COP | Conocophillips | +0.2% | +20.16% | 加碼 |
| 22 | RLI | Rli CORP | +0.2% | +197.67% | 加碼 |
| 23 | RBA | Rb Global Inc | +0.2% | +6.99% | 加碼 |
| 24 | FOXA | Fox CORP - Class A | +0.2% | NEW | 新建倉 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | 新建倉 |
| 26 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | 新建倉 |
| 27 | TJX | Tjx Companies Inc | +0.2% | NEW | 新建倉 |
| 28 | MCK | Mckesson CORP | +0.1% | +6.86% | 加碼 |
| 29 | SCCO | Southern Copper CORP | +0.1% | +11.50% | 加碼 |
| 30 | JNJ | Johnson & Johnson | 0% | +10.56% | 加碼 |
| 31 | XOM | Exxon Mobil CORP | 0% | +4.35% | 加碼 |
| 32 | ALSN | Allison Transmission Holding | 0% | +23.89% | 加碼 |
| 33 | SBUX | Starbucks CORP | 0% | +3.48% | 加碼 |
| 34 | BBY | Best Buy Co Inc | 0% | +27.27% | 加碼 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | EXIT | 清倉 |
| 36 | SCHW | Schwab (charles) CORP | -0.2% | -0.32% | 減碼 |
| 37 | OKE | Oneok Inc | -0.3% | +5.79% | 加碼 |
| 38 | WSM | Williams-sonoma Inc | -0.3% | -20.93% | 減碼 |
| 39 | HPQ | Hp Inc | -0.5% | +7.63% | 加碼 |
| 40 | FSM | Fortuna Mining CORP | -0.5% | -58.24% | 減碼 |
| 41 | SWKS | Skyworks Solutions Inc | -0.5% | EXIT | 清倉 |
| 42 | HEESEUR | H&e Equipment Services Inc | -0.6% | EXIT | 清倉 |
| 43 | MUR | Murphy Oil CORP | -0.7% | EXIT | 清倉 |
| 44 | BKE | Buckle Inc/the | -0.7% | -14.72% | 減碼 |
| 45 | RH | Rh | -0.7% | -12.70% | 減碼 |
| 46 | CRI | Carter's Inc | -0.8% | EXIT | 清倉 |
| 47 | CCJ | Cameco CORP | -1.1% | +7.13% | 加碼 |
| 48 | GGG | Graco Inc | -1.5% | EXIT | 清倉 |
| 49 | NKE | Nike Inc -cl B | -1.6% | EXIT | 清倉 |
| 50 | CF | Cf Industries Holdings Inc | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Klein Pavlis & Peasley Financial, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 76 個公開持股部位。
在 Q1 2025 季度，Klein Pavlis & Peasley Financial, Inc. 按市值排列的前三大核心持股分別為：AEM (5.4%)、SGOV (4.9%)、CCJ (3.7%)。其中最大持股部位 AEM 佔據整體投資組合約 5.4% 的權重。
在 Q1 2025 季度中，Klein Pavlis & Peasley Financial, Inc. 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 28 個部位、減碼 5 個部位以及清倉 8 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 CF。
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。
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。
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。