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
93 檔
20.2%
根據最新整理的 13F 季度數據集，Klein Pavlis & Peasley Financial, Inc. 於 Q1 2026 結束時的管理資產規模為 US$1.9億。該機構在本季度申報了 93 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Klein Pavlis & Peasley Financial, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 68 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Klein Pavlis & Peasley Financial, Inc. 的前 5 大持股（包含 AEM, CCJ, PM）貢獻了組合市值的 20.2%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | 6.04% | -1.38% | -5.59% | |
| 2 | CCJ | Cameco CORP | 股票-能源 | 4.11% | -0.63% | -14.12% | |
| 3 | PM | Philip Morris International | 股票-非循環性消費 | 4.00% | +0.22% | +2.89% | |
| 4 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 3.98% | -0.64% | -4.48% | |
| 5 | TER | Teradyne Inc | 股票-科技 | 3.30% | +1.04% | -7.85% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.08% | +0.54% | -11.89% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.04% | -0.04% | +0.96% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.90% | +0.02% | +5.67% | |
| 9 | SCCO | Southern Copper CORP | 股票-原物料 | 2.69% | +0.19% | -33.11% | |
| 10 | RBA | Rb Global Inc | 股票-工業 | 2.55% | +0.42% | +5.07% | |
| 11 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 2.46% | +0.04% | -2.32% | |
| 12 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 2.40% | -0.61% | -9.22% | |
| 13 | MDT | Medtronic plc | 股票-醫療保健 | 2.25% | -0.14% | +5.76% | |
| 14 | COP | Conocophillips | 股票-能源 | 2.18% | -0.57% | -1.30% | |
| 15 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.17% | -0.08% | +5.89% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.99% | +0.48% | +17.25% | |
| 17 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 1.90% | +0.16% | +7.40% | |
| 18 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 1.66% | +0.08% | +1.39% | |
| 19 | ROK | Rockwell Automation Inc | 股票-工業 | 1.52% | +0.43% | +6.71% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.47% | -0.07% | +15.28% | |
| 21 | FNV | Franco-nevada CORP | 股票-原物料 | 1.38% | -0.40% | -0.43% | |
| 22 | LDOS | Leidos Holdings Inc | 股票-科技 | 1.37% | -0.41% | +391.87% | |
| 23 | B | Barrick Mining CORP | 股票-原物料 | 1.31% | +0.28% | +3.69% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 1.26% | +0.01% | +4.12% | |
| 25 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.22% | +0.01% | +12.38% | |
| 26 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.21% | -0.10% | +26.43% | |
| 27 | UNM | Unum Group | 股票-金融 | 1.20% | +0.19% | +2.59% | |
| 28 | OPRA | Opera Ltd-adr | 股票-其他 | 1.16% | +0.37% | +46.33% | |
| 29 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.07% | +0.10% | +14.67% | |
| 30 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.06% | -1.06% | EXIT | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 1.04% | +0.18% | -4.53% | |
| 32 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.01% | +0.13% | -0.28% | |
| 33 | TOST | Toast Inc-class A | 股票-科技 | 0.99% | +0.17% | +38.41% | |
| 34 | MAS | Masco CORP | 股票-工業 | 0.99% | +0.27% | +8.33% | |
| 35 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.97% | +0.23% | +25.82% | |
| 36 | HUBB | Hubbell Inc | 股票-工業 | 0.92% | +0.25% | +6.15% | |
| 37 | JBL | Jabil Inc | 股票-科技 | 0.92% | +0.06% | -6.33% | |
| 38 | EOG | Eog Resources Inc | 股票-能源 | 0.89% | -0.13% | +0.04% | |
| 39 | AEP | American Electric Power | 股票-公用事業 | 0.86% | -0.08% | +4.61% | |
| 40 | ZM | Zoom Communications Inc | 股票-科技 | 0.84% | +0.04% | +7.14% | |
| 41 | AMX | America Movil Sab De Cv | 股票-其他 | 0.84% | -0.07% | +11.10% | |
| 42 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.78% | +0.07% | +2.22% | |
| 43 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.78% | -0.04% | — | |
| 44 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.76% | -0.07% | +6.60% | |
| 45 | MCK | Mckesson CORP | 股票-醫療保健 | 0.73% | +0.13% | +3.93% | |
| 46 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.73% | -0.13% | +2.35% | |
| 47 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.70% | +0.05% | +16.04% | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.70% | -0.01% | +9.85% | |
| 49 | IMO | Imperial Oil LTD | 股票-能源 | 0.67% | -0.13% | -6.26% | |
| 50 | AME | Ametek Inc | 股票-工業 | 0.66% | +0.03% | +0.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LDOS | Leidos Holdings Inc | +1% | +391.87% | 加碼 |
| 2 | TER | Teradyne Inc | +0.8% | -7.85% | 減碼 |
| 3 | COP | Conocophillips | +0.5% | -1.30% | 減碼 |
| 4 | AEM | Agnico Eagle Mines LTD | +0.3% | -5.59% | 減碼 |
| 5 | OPRA | Opera Ltd-adr | +0.3% | +46.33% | 加碼 |
| 6 | EOG | Eog Resources Inc | +0.2% | +0.04% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +17.25% | 加碼 |
| 8 | AMX | America Movil Sab De Cv | +0.2% | +11.10% | 加碼 |
| 9 | IMO | Imperial Oil LTD | +0.2% | -6.26% | 減碼 |
| 10 | FNV | Franco-nevada CORP | +0.1% | -0.43% | 減碼 |
| 11 | DGX | Quest Diagnostics Inc | +0.1% | +16.04% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +0.96% | 加碼 |
| 13 | SO | Southern Co/the | +0.1% | +4.12% | 加碼 |
| 14 | AEP | American Electric Power | +0.1% | +4.61% | 加碼 |
| 15 | HUBB | Hubbell Inc | +0.1% | +6.15% | 加碼 |
| 16 | HSY | Hershey Co/the | +0.1% | +2.35% | 加碼 |
| 17 | BWXT | Bwx Technologies Inc | +0.1% | +3.40% | 加碼 |
| 18 | AVB | Avalonbay Communities Inc | +0.1% | +25.82% | 加碼 |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | +0.95% | 加碼 |
| 20 | TGT | Target CORP | +0.1% | +0.89% | 加碼 |
| 21 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | +6.60% | 加碼 |
| 22 | OSK | Oshkosh CORP | +0.1% | +1.03% | 加碼 |
| 23 | CINF | Cincinnati Financial CORP | 0% | +14.67% | 加碼 |
| 24 | EQNR | Equinor Asa-spon Adr | 0% | -34.83% | 減碼 |
| 25 | PPG | Ppg Industries Inc | 0% | +15.80% | 加碼 |
| 26 | JBL | Jabil Inc | 0% | -6.33% | 減碼 |
| 27 | SRE | Sempra | 0% | +4.68% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | +26.15% | 加碼 |
| 29 | FMX | Fomento Economico Mex-sp Adr | 0% | -2.32% | 減碼 |
| 30 | PEG | Public Service Enterprise Gp | 0% | +9.85% | 加碼 |
| 31 | MCK | Mckesson CORP | 0% | +3.93% | 加碼 |
| 32 | ACT | Enact Holdings Inc | 0% | +8.89% | 加碼 |
| 33 | EQT | Eqt CORP | 0% | -0.02% | 減碼 |
| 34 | TSLX | Sixth Street Specialty Lendi | 0% | +29.88% | 加碼 |
| 35 | CME | Cme Group Inc | 0% | +0.69% | 加碼 |
| 36 | WPM | Wheaton Precious Metals CORP | — | -4.48% | 減碼 |
| 37 | ALL | Allstate CORP | — | +7.15% | 加碼 |
| 38 | XEL | Xcel Energy Inc | — | +0.25% | 加碼 |
| 39 | FCPT | Four Corners Property Trust | — | +3.83% | 加碼 |
| 40 | TJX | Tjx Companies Inc | — | -0.70% | 減碼 |
| 41 | AME | Ametek Inc | 0% | +0.60% | 加碼 |
| 42 | SD | Sandridge Energy Inc | 0% | -6.89% | 減碼 |
| 43 | PHM | Pultegroup Inc | 0% | +4.05% | 加碼 |
| 44 | PM | Philip Morris International | 0% | +2.89% | 加碼 |
| 45 | SPGI | S&p Global Inc | 0% | +26.45% | 加碼 |
| 46 | ULTA | Ulta Beauty Inc | 0% | +0.50% | 加碼 |
| 47 | INTC | Intel CORP | 0% | -13.73% | 減碼 |
| 48 | MAS | Masco CORP | 0% | +8.33% | 加碼 |
| 49 | DHI | Dr Horton Inc | 0% | +2.82% | 加碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -16.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Klein Pavlis & Peasley Financial, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 93 個公開持股部位。
在 Q1 2026 季度，Klein Pavlis & Peasley Financial, Inc. 按市值排列的前三大核心持股分別為：AEM (6.0%)、CCJ (4.1%)、PM (4.0%)。其中最大持股部位 AEM 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
AZN
市值: US$140.3萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$128.5萬
在 Q1 2026 季度中，Klein Pavlis & Peasley Financial, Inc. 共進行了 100 項持倉異動，包含新建倉 8 個部位、加碼 60 個部位、減碼 25 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。