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
243 檔
31.1%
截至 Q4 2025 季度末，Mairs & Power Inc 的美股持倉估值約為 US$109.0億，全數申報部位共有 243 檔。
Mairs & Power Inc 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 133 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Mairs & Power Inc 的前 5 大持股（包含 MSFT, NVDA, AMZN）貢獻了組合市值的 31.1%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 243 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 | MSFT | Microsoft CORP | 股票-科技 | 8.90% | -0.67% | +0.39% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.88% | +0.15% | -11.24% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.76% | +0.14% | +1.44% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.13% | +0.74% | -3.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.96% | -0.40% | -6.25% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.57% | +0.47% | -3.58% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.19% | -0.11% | +2.94% | |
| 8 | GGG | Graco Inc | 股票-工業 | 3.08% | -0.67% | -0.72% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.71% | +0.08% | +1.44% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.64% | +0.09% | -22.38% | |
| 11 | TTC | Toro Co | 股票-工業 | 2.59% | -0.21% | -4.93% | |
| 12 | NVT | nVent Electric plc | 股票-工業 | 2.07% | +0.69% | -3.26% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.01% | -0.18% | +23.20% | |
| 14 | ECL | Ecolab Inc | 股票-原物料 | 1.95% | -0.08% | -0.83% | |
| 15 | MSI | Motorola Solutions Inc | 股票-科技 | 1.94% | -0.32% | +14.12% | |
| 16 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.94% | -0.34% | +6.41% | |
| 17 | LFUS | Littelfuse Inc | 股票-科技 | 1.90% | +0.01% | -4.30% | |
| 18 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.85% | -0.26% | -1.23% | |
| 19 | FAST | Fastenal Co | 股票-工業 | 1.80% | -0.15% | -1.09% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | -0.45% | -18.38% | |
| 21 | TECH | Bio-techne CORP | 股票-醫療保健 | 1.57% | +0.28% | -1.42% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.55% | -0.45% | -20.39% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.46% | -0.04% | +1.20% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.42% | +0.41% | -1.76% | |
| 25 | FUL | H.b. Fuller Co. | 股票-原物料 | 1.38% | -0.19% | +0.09% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 1.33% | -0.11% | -0.83% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.32% | -0.42% | -1.18% | |
| 28 | ROK | Rockwell Automation Inc | 股票-工業 | 1.24% | +0.13% | -19.58% | |
| 29 | ENTG | Entegris Inc | 股票-科技 | 1.09% | +0.54% | +12.98% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.06% | -0.20% | -6.10% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.91% | -0.33% | -15.85% | |
| 32 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 0.86% | -0.02% | -9.46% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.85% | -0.15% | -2.05% | |
| 34 | TNC | Tennant Co | 股票-其他 | 0.76% | — | -19.41% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.10% | +0.42% | |
| 36 | WK | Workiva Inc | 股票-科技 | 0.60% | -0.07% | -3.84% | |
| 37 | 62C | Piper Sandler Cos | 股票-其他 | 0.57% | — | -4.74% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.01% | -6.22% | |
| 39 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.55% | -0.05% | -4.03% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.54% | — | +0.78% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.03% | +0.97% | |
| 42 | DCI | Donaldson Co Inc | 股票-工業 | 0.48% | -0.05% | -7.40% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.44% | -0.48% | EXIT | |
| 44 | CGNX | Cognex CORP | 股票-科技 | 0.41% | +0.26% | +91.03% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.13% | -0.55% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +1.01% | +98.35% | |
| 47 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.39% | -0.03% | -25.02% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.38% | -0.10% | -4.14% | |
| 49 | IDA | Idacorp Inc | 股票-公用事業 | 0.37% | -0.01% | +5.34% | |
| 50 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.36% | — | -4.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -3.67% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +1% | -3.58% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +1.44% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | +2.94% | 加碼 |
| 5 | ZTS | Zoetis Inc | +0.3% | +15094.63% | 加碼 |
| 6 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | -0.83% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +23.20% | 加碼 |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | +98.35% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.44% | 加碼 |
| 10 | CGNX | Cognex CORP | +0.2% | +91.03% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.76% | 減碼 |
| 12 | TECH | Bio-techne CORP | +0.1% | -1.42% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +89.89% | 加碼 |
| 14 | CRM | Salesforce Inc | +0.1% | +0.42% | 加碼 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +28.60% | 加碼 |
| 16 | ENTG | Entegris Inc | +0.1% | +12.98% | 加碼 |
| 17 | AMP | Ameriprise Financial Inc | 0% | +22.78% | 加碼 |
| 18 | PATK | Patrick Industries Inc | 0% | +126.78% | 加碼 |
| 19 | AXP | American Express Co | 0% | -6.22% | 減碼 |
| 20 | FUL | H.b. Fuller Co. | 0% | +0.09% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | 0% | +23.87% | 加碼 |
| 22 | MMM | 3m Co | 0% | +0.78% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | +14.77% | 加碼 |
| 24 | MINN | Mairs & Power Mn Muni Bond | 0% | +41.69% | 加碼 |
| 25 | MEDP | Medpace Holdings Inc | 0% | -4.19% | 減碼 |
| 26 | CAT | Caterpillar Inc | 0% | -1.36% | 減碼 |
| 27 | HUBG | Hub Group Inc-cl A | 0% | -7.83% | 減碼 |
| 28 | TTC | Toro Co | 0% | -4.93% | 減碼 |
| 29 | WEC | Wec Energy Group Inc | 0% | +6.41% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | 0% | -0.36% | 減碼 |
| 31 | WWD | Woodward Inc | 0% | — | 不變 |
| 32 | XYL | Xylem Inc | 0% | +307.23% | 加碼 |
| 33 | AMAT | Applied Materials Inc | 0% | — | 不變 |
| 34 | JBTM | Jbt Marel CORP | 0% | -1.82% | 減碼 |
| 35 | NKE | Nike Inc -cl B | 0% | +24.47% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.23% | 加碼 |
| 37 | SOLV | Solventum CORP | 0% | -0.48% | 減碼 |
| 38 | IDA | Idacorp Inc | 0% | +5.34% | 加碼 |
| 39 | AXGN | Axogen Inc | 0% | — | 不變 |
| 40 | GLW | Corning Inc | 0% | -2.46% | 減碼 |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +108.89% | 加碼 |
| 42 | CIEN | Ciena CORP | 0% | — | 不變 |
| 43 | DCI | Donaldson Co Inc | 0% | -7.40% | 減碼 |
| 44 | RTX | Rtx CORP | 0% | — | 不變 |
| 45 | SCHB | Schwab US Broad Market ETF | 0% | — | 不變 |
| 46 | CSCO | Cisco Systems Inc | 0% | -3.06% | 減碼 |
| 47 | KO | Coca-cola Co/the | 0% | -0.85% | 減碼 |
| 48 | EMR | Emerson Electric Co | 0% | -1.84% | 減碼 |
| 49 | INTC | Intel CORP | 0% | — | 不變 |
| 50 | ONB | Old National Bancorp | — | -7.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mairs & Power Inc 在 Q4 2025 季度的美股持倉總市值約為 US$109.0億，共申報了 243 個公開持股部位。
在 Q4 2025 季度，Mairs & Power Inc 按市值排列的前三大核心持股分別為：MSFT (8.9%)、NVDA (8.9%)、AMZN (5.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.9% 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
ISRG
市值: US$3527.1萬
本季最大獲利了結 / 清倉標的
JAMF
前期市值: US$319.0萬
在 Q4 2025 季度中，Mairs & Power Inc 共進行了 182 項持倉異動，包含新建倉 11 個部位、加碼 38 個部位、減碼 117 個部位以及清倉 16 個部位。 其中最大新建倉標的為 ISRG。 本季清倉部位包含 JAMF。
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。