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$2.0億
US$2.0億
89 檔
19.8%
Q2 2026 季度申報顯示，Klein Pavlis & Peasley Financial, Inc. 揭露的美股組合總市值為 US$2.0億，涵蓋 89 個不同之權益投資部位。
觀察 Q2 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 60 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。
檢視投資組合結構，前 5 大主力部位（包含 AEM, TER, PM）占據了總市值的 19.8%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 4.66% | +0.92% | +7.26% | |
| 2 | TER | Teradyne Inc | 股票-科技 | 4.34% | -3.76% | -14.42% | |
| 3 | PM | Philip Morris International | 股票-非循環性消費 | 4.22% | +0.26% | +2.41% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.62% | +2.06% | +24.95% | |
| 5 | CCJ | Cameco CORP | 股票-能源 | 3.48% | -0.32% | -4.20% | |
| 6 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 3.34% | +0.67% | +4.06% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.00% | +0.02% | -6.17% | |
| 8 | RBA | Rb Global Inc | 股票-工業 | 2.97% | -2.97% | EXIT | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.92% | +0.12% | +8.87% | |
| 10 | SCCO | Southern Copper CORP | 股票-原物料 | 2.88% | +0.69% | +12.35% | |
| 11 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 2.50% | -0.13% | -6.37% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.47% | -0.62% | -13.10% | |
| 13 | MDT | Medtronic plc | 股票-醫療保健 | 2.11% | +0.30% | +10.35% | |
| 14 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.09% | -0.09% | +4.58% | |
| 15 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 2.06% | +0.10% | +2.31% | |
| 16 | ROK | Rockwell Automation Inc | 股票-工業 | 1.95% | +0.05% | -1.60% | |
| 17 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.79% | -0.52% | +16.27% | |
| 18 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 1.74% | +0.25% | +3.35% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.61% | -1.61% | EXIT | |
| 20 | B | Barrick Mining CORP | 股票-原物料 | 1.59% | +0.30% | +43.52% | |
| 21 | OPRA | Opera Ltd-adr | 股票-其他 | 1.53% | -0.39% | +1.10% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.40% | +0.16% | +14.55% | |
| 23 | UNM | Unum Group | 股票-金融 | 1.39% | +0.01% | +1.01% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 1.27% | -0.13% | +8.12% | |
| 25 | MAS | Masco CORP | 股票-工業 | 1.26% | -0.17% | +0.12% | |
| 26 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.23% | -0.07% | +1.30% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.22% | +0.37% | -12.82% | |
| 28 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.20% | -1.20% | EXIT | |
| 29 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.17% | +0.09% | -0.57% | |
| 30 | HUBB | Hubbell Inc | 股票-工業 | 1.17% | -0.17% | +27.27% | |
| 31 | TOST | Toast Inc-class A | 股票-科技 | 1.16% | +0.03% | +18.28% | |
| 32 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.14% | +0.10% | +3.74% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 1.13% | -0.52% | -0.10% | |
| 34 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.11% | +0.26% | +0.60% | |
| 35 | FNV | Franco-nevada CORP | 股票-原物料 | 0.98% | +0.15% | -10.41% | |
| 36 | JBL | Jabil Inc | 股票-科技 | 0.98% | -0.24% | -21.92% | |
| 37 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.96% | +0.95% | +13.21% | |
| 38 | ZM | Zoom Communications Inc | 股票-科技 | 0.88% | +0.01% | +3.65% | |
| 39 | MCK | Mckesson CORP | 股票-醫療保健 | 0.86% | +0.18% | +41.85% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.85% | -0.03% | +8.54% | |
| 41 | AEP | American Electric Power | 股票-公用事業 | 0.78% | -0.07% | -7.21% | |
| 42 | AMX | America Movil Sab De Cv | 股票-其他 | 0.77% | -0.11% | -4.13% | |
| 43 | CSX | Csx CORP | 股票-工業 | 0.77% | +0.28% | — | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.76% | -0.27% | +0.74% | |
| 45 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.75% | +0.09% | +4.92% | |
| 46 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.74% | — | +5.17% | |
| 47 | AME | Ametek Inc | 股票-工業 | 0.69% | +0.10% | -0.88% | |
| 48 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.69% | -0.69% | EXIT | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.69% | -0.69% | EXIT | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.68% | +0.01% | +16.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | +1% | -14.42% | 減碼 |
| 2 | CSX | Csx CORP | +0.8% | NEW | 新建倉 |
| 3 | AMAT | Applied Materials Inc | +0.6% | -0.10% | 減碼 |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +24.95% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | -13.10% | 減碼 |
| 6 | ROK | Rockwell Automation Inc | +0.4% | -1.60% | 減碼 |
| 7 | RBA | Rb Global Inc | +0.4% | +1.89% | 加碼 |
| 8 | OPRA | Opera Ltd-adr | +0.4% | +1.10% | 加碼 |
| 9 | B | Barrick Mining CORP | +0.3% | +43.52% | 加碼 |
| 10 | MAS | Masco CORP | +0.3% | +0.12% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.3% | NEW | 新建倉 |
| 12 | HUBB | Hubbell Inc | +0.3% | +27.27% | 加碼 |
| 13 | AVB | Avalonbay Communities Inc | +0.2% | +14.37% | 加碼 |
| 14 | PM | Philip Morris International | +0.2% | +2.41% | 加碼 |
| 15 | SCCO | Southern Copper CORP | +0.2% | +12.35% | 加碼 |
| 16 | UNM | Unum Group | +0.2% | +1.01% | 加碼 |
| 17 | QCOM | Qualcomm Inc | +0.2% | -12.82% | 減碼 |
| 18 | TOST | Toast Inc-class A | +0.2% | +18.28% | 加碼 |
| 19 | IBN | Icici Bank Ltd-spon Adr | +0.2% | +2.31% | 加碼 |
| 20 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | +3.74% | 加碼 |
| 21 | MCK | Mckesson CORP | +0.1% | +41.85% | 加碼 |
| 22 | SYF | Synchrony Financial | +0.1% | +16.89% | 加碼 |
| 23 | CPA | Copa Holdings, S.A. | +0.1% | -0.29% | 減碼 |
| 24 | WSM | Williams-sonoma Inc | +0.1% | NEW | 新建倉 |
| 25 | PHM | Pultegroup Inc | +0.1% | +10.90% | 加碼 |
| 26 | CINF | Cincinnati Financial CORP | +0.1% | -0.57% | 減碼 |
| 27 | RJF | Raymond James Financial Inc | +0.1% | +18.00% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +43.97% | 加碼 |
| 29 | EMBJ | Embraer Sa-spon Adr | +0.1% | +3.35% | 加碼 |
| 30 | CMG | Chipotle Mexican Grill Inc | +0.1% | +8.54% | 加碼 |
| 31 | JBL | Jabil Inc | +0.1% | -21.92% | 減碼 |
| 32 | GPC | Genuine Parts Co | +0.1% | +8.21% | 加碼 |
| 33 | DGX | Quest Diagnostics Inc | +0.1% | +4.92% | 加碼 |
| 34 | INTC | Intel CORP | +0.1% | -63.07% | 減碼 |
| 35 | ALL | Allstate CORP | +0.1% | +2.60% | 加碼 |
| 36 | FMX | Fomento Economico Mex-sp Adr | 0% | -6.37% | 減碼 |
| 37 | ZM | Zoom Communications Inc | 0% | +3.65% | 加碼 |
| 38 | SPGI | S&p Global Inc | 0% | +18.32% | 加碼 |
| 39 | ACT | Enact Holdings Inc | 0% | +2.38% | 加碼 |
| 40 | DHI | Dr Horton Inc | 0% | -0.52% | 減碼 |
| 41 | AME | Ametek Inc | 0% | -0.88% | 減碼 |
| 42 | SCHW | Schwab (charles) CORP | 0% | +8.87% | 加碼 |
| 43 | EMR | Emerson Electric Co | 0% | -0.46% | 減碼 |
| 44 | OSK | Oshkosh CORP | 0% | +4.37% | 加碼 |
| 45 | AAPL | Apple Inc | 0% | -0.99% | 減碼 |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | +0.16% | 加碼 |
| 47 | NVDA | Nvidia CORP | 0% | +2.96% | 加碼 |
| 48 | SO | Southern Co/the | 0% | +8.12% | 加碼 |
| 49 | UL | Unilever Plc-sponsored Adr | 0% | +1.30% | 加碼 |
| 50 | PPG | Ppg Industries Inc | 0% | -0.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Klein Pavlis & Peasley Financial, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$2.0億，共申報了 89 個公開持股部位。
在 Q2 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 (4.7%)、TER (4.3%)、PM (4.2%)。其中最大持股部位 AEM 佔據整體投資組合約 4.7% 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
CSX
市值: US$148.3萬
本季最大獲利了結 / 清倉標的
TSCO
前期市值: US$191.2萬
在 Q2 2026 季度中，Klein Pavlis & Peasley Financial, Inc. 共進行了 96 項持倉異動，包含新建倉 3 個部位、加碼 57 個部位、減碼 29 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CSX。 本季清倉部位包含 TSCO。
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。