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: 0001070134
申報總市值
US$109.0億
US$109.0億
248 檔
31.6%
Mairs & Power Inc 在 Q3 2025 季度的美股部位總計估值為 US$109.0億，分散於 248 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2025 數據顯示 Mairs & Power Inc 積極進場，新開立 36 個部位並同步加碼 70 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, AMZN）累計市值佔比達 31.6%，是驅動 Mairs & Power Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 248 檔）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 9.78% | +0.15% | -4.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.28% | -0.67% | -4.95% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.27% | +0.14% | +2.53% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.04% | -0.40% | -9.29% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.03% | +0.74% | -2.18% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.47% | +0.09% | +1.21% | |
| 7 | GGG | Graco Inc | 股票-工業 | 3.14% | -0.67% | -1.08% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.83% | -0.11% | +3.52% | |
| 9 | TTC | Toro Co | 股票-工業 | 2.58% | -0.21% | -1.35% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.57% | +0.47% | -1.96% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.54% | +0.08% | -0.48% | |
| 12 | FAST | Fastenal Co | 股票-工業 | 2.18% | -0.15% | -12.17% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 2.12% | -0.20% | +1.00% | |
| 14 | NVT | nVent Electric plc | 股票-工業 | 2.02% | +0.69% | -7.26% | |
| 15 | ECL | Ecolab Inc | 股票-原物料 | 2.00% | -0.08% | -1.51% | |
| 16 | LFUS | Littelfuse Inc | 股票-科技 | 1.98% | +0.01% | -6.06% | |
| 17 | MSI | Motorola Solutions Inc | 股票-科技 | 1.98% | -0.32% | -3.13% | |
| 18 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.93% | -0.34% | +20.19% | |
| 19 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.90% | -0.26% | -1.59% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.77% | -0.18% | +17.45% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | -0.45% | -2.47% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.71% | -0.45% | -0.10% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.51% | -0.04% | +0.74% | |
| 24 | TECH | Bio-techne CORP | 股票-醫療保健 | 1.47% | +0.28% | +3.35% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.41% | -0.42% | +0.00% | |
| 26 | ROK | Rockwell Automation Inc | 股票-工業 | 1.35% | +0.13% | -0.52% | |
| 27 | FUL | H.b. Fuller Co. | 股票-原物料 | 1.34% | -0.19% | -1.61% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.30% | +0.41% | +10.84% | |
| 29 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 1.08% | -0.11% | +0.72% | |
| 30 | ENTG | Entegris Inc | 股票-科技 | 1.04% | +0.54% | +6.80% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 1.02% | -0.33% | -30.00% | |
| 32 | TNC | Tennant Co | 股票-其他 | 1.01% | — | -1.70% | |
| 33 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 0.97% | -0.02% | -0.82% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.91% | -0.15% | -19.85% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.10% | +16.13% | |
| 36 | WK | Workiva Inc | 股票-科技 | 0.61% | -0.07% | -0.10% | |
| 37 | 62C | Piper Sandler Cos | 股票-其他 | 0.60% | — | -25.21% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.03% | +0.89% | |
| 39 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.58% | -0.05% | -4.99% | |
| 40 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.55% | -0.03% | -6.33% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.53% | -0.01% | -10.50% | |
| 42 | MMM | 3m Co | 股票-工業 | 0.51% | — | +0.61% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.49% | -0.48% | EXIT | |
| 44 | DCI | Donaldson Co Inc | 股票-工業 | 0.47% | -0.05% | -27.01% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.41% | +0.13% | +2.54% | |
| 46 | MDT | Medtronic plc | 股票-醫療保健 | 0.39% | -0.10% | -5.43% | |
| 47 | IDA | Idacorp Inc | 股票-公用事業 | 0.36% | -0.01% | +17.45% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.35% | -0.01% | -28.63% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | -0.09% | +0.67% | |
| 50 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.34% | — | -8.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | -4.07% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +1.6% | +17.45% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.5% | -4.95% | 減碼 |
| 4 | NVT | nVent Electric plc | +0.7% | -7.26% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | -2.18% | 減碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +10.84% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.5% | +2.53% | 加碼 |
| 8 | WEC | Wec Energy Group Inc | +0.4% | +20.19% | 加碼 |
| 9 | MEDP | Medpace Holdings Inc | +0.2% | -8.67% | 加碼 |
| 10 | CGNX | Cognex CORP | +0.2% | +372.58% | 加碼 |
| 11 | ROK | Rockwell Automation Inc | +0.2% | -0.52% | 減碼 |
| 12 | MMM | 3m Co | +0.2% | +0.61% | 加碼 |
| 13 | ENTG | Entegris Inc | +0.2% | +6.80% | 加碼 |
| 14 | LFUS | Littelfuse Inc | +0.2% | -6.06% | 減碼 |
| 15 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | +0.72% | 加碼 |
| 16 | PANW | Palo Alto Networks Inc | +0.2% | +171.78% | 加碼 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.87% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | -0.10% | 減碼 |
| 19 | TRV | Travelers Cos Inc/the | 0% | +10.19% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | 0% | +103.40% | 加碼 |
| 21 | WK | Workiva Inc | 0% | -0.10% | 加碼 |
| 22 | GLW | Corning Inc | 0% | -0.64% | 加碼 |
| 23 | NKE | Nike Inc -cl B | 0% | +1058.42% | 加碼 |
| 24 | ORCL | Oracle CORP | 0% | +23.38% | 加碼 |
| 25 | DIS | Walt Disney Co/the | 0% | +0.67% | 減碼 |
| 26 | AMP | Ameriprise Financial Inc | 0% | +23.91% | 加碼 |
| 27 | CAT | Caterpillar Inc | 0% | -3.36% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +10.01% | 加碼 |
| 29 | SOLV | Solventum CORP | 0% | -1.03% | 加碼 |
| 30 | SKYT | Skywater Technology Inc | 0% | +12.71% | 加碼 |
| 31 | EXK | Exact Sciences CORP | 0% | +25.19% | 加碼 |
| 32 | OKLO | Oklo Inc | 0% | — | 不變 |
| 33 | FAST | Fastenal Co | 0% | -12.17% | 加碼 |
| 34 | XEL | Xcel Energy Inc | 0% | +2.54% | 加碼 |
| 35 | EMR | Emerson Electric Co | 0% | -0.73% | 加碼 |
| 36 | ABBV | Abbvie Inc | 0% | +0.74% | 加碼 |
| 37 | PII | Polaris Inc | 0% | -15.59% | 加碼 |
| 38 | HSY | Hershey Co/the | 0% | +6.38% | 加碼 |
| 39 | AIR | Aar CORP | 0% | -18.18% | 減碼 |
| 40 | MCD | Mcdonald's CORP | 0% | -0.19% | 加碼 |
| 41 | AMAT | Applied Materials Inc | 0% | — | 加碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | -90.72% | 減碼 |
| 43 | HWKN | Hawkins Inc | 0% | — | 加碼 |
| 44 | GE | General Electric | 0% | — | 加碼 |
| 45 | IBM | Intl Business Machines CORP | 0% | -1.88% | 加碼 |
| 46 | NEE | Nextera Energy Inc | 0% | +26.58% | 加碼 |
| 47 | WMT | Walmart Inc | 0% | +3.62% | 加碼 |
| 48 | GEV | GE Vernova Inc | 0% | — | 加碼 |
| 49 | AMT | American Tower CORP | 0% | +47.14% | 加碼 |
| 50 | JNJ | Johnson & Johnson | — | -2.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mairs & Power Inc 在 Q3 2025 季度的美股持倉總市值約為 US$109.0億，共申報了 248 個公開持股部位。
在 Q3 2025 季度，Mairs & Power Inc 按市值排列的前三大核心持股分別為：NVDA (9.8%)、MSFT (9.3%)、AMZN (5.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.8% 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
IDA
市值: US$3794.9萬
本季最大獲利了結 / 清倉標的
AZEK
前期市值: US$1232.4萬
在 Q3 2025 季度中，Mairs & Power Inc 共進行了 195 項持倉異動，包含新建倉 36 個部位、加碼 70 個部位、減碼 79 個部位以及清倉 10 個部位。 其中最大新建倉標的為 IDA。 本季清倉部位包含 AZEK。
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。