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: 0001009006
申報總市值
US$23.0億
US$23.0億
367 檔
12.2%
Q2 2025 季度申報顯示，Palisade Capital Management, LP 揭露的美股組合總市值為 US$23.0億，涵蓋 367 個不同之權益投資部位。
Palisade Capital Management, LP 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 126 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。
檢視投資組合結構，前 5 大主力部位（包含 APH, RJF, MLI）占據了總市值的 12.2%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 367 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 | APH | Amphenol Corp-cl A | 股票-科技 | 1.77% | +1.51% | -3.58% | |
| 2 | RJF | Raymond James Financial Inc | 股票-金融 | 1.63% | -0.40% | -1.91% | |
| 3 | MLI | Mueller Industries Inc | 股票-工業 | 1.53% | -0.88% | -3.76% | |
| 4 | IDA | Idacorp Inc | 股票-公用事業 | 1.51% | -0.61% | -2.79% | |
| 5 | AIT | Applied Industrial Tech Inc | 股票-工業 | 1.51% | -0.29% | -3.35% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.37% | +1.14% | -0.79% | |
| 7 | HEI-A | Heico Corp-class A | 股票-其他 | 1.33% | +0.75% | -2.42% | |
| 8 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 1.27% | -0.18% | -13.84% | |
| 9 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 1.20% | -0.21% | -2.76% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | +0.44% | +2.29% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | +0.99% | +11.48% | |
| 12 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 1.16% | -0.15% | -2.95% | |
| 13 | LFUS | Littelfuse Inc | 股票-科技 | 1.15% | -0.54% | -2.59% | |
| 14 | WSFS | Wsfs Financial CORP | 股票-其他 | 1.13% | -0.35% | -2.94% | |
| 15 | ACIW | Aci Worldwide Inc | 股票-科技 | 1.12% | -0.24% | -0.44% | |
| 16 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.11% | -0.16% | -2.73% | |
| 17 | CAKE | Cheesecake Factory Inc/the | 股票-循環性消費 | 1.07% | -0.17% | -2.76% | |
| 18 | WWD | Woodward Inc | 股票-工業 | 1.07% | -0.74% | -2.82% | |
| 19 | VRRM | Verra Mobility CORP | 股票-其他 | 1.05% | -0.61% | EXIT | |
| 20 | EGP | Eastgroup Properties Inc | 股票-房地產 | 1.04% | -0.36% | -2.99% | |
| 21 | BLKB | Blackbaud Inc | 股票-其他 | 1.04% | -0.47% | -2.79% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.39% | -2.35% | |
| 23 | RLI | Rli CORP | 股票-金融 | 1.03% | -0.18% | -12.68% | |
| 24 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.02% | -0.37% | -3.09% | |
| 25 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.01% | -0.34% | +14.30% | |
| 26 | AVNT | Avient CORP | 股票-原物料 | 0.99% | -0.38% | -2.87% | |
| 27 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.98% | -0.30% | -2.75% | |
| 28 | RNST | Renasant CORP | 股票-其他 | 0.96% | -0.30% | -3.77% | |
| 29 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.94% | -0.16% | -2.69% | |
| 30 | RGEN | Repligen CORP | 股票-醫療保健 | 0.93% | -0.29% | -3.04% | |
| 31 | VNT | Vontier CORP | 股票-科技 | 0.93% | -0.46% | -2.74% | |
| 32 | HCSG | Healthcare Services Group | 股票-其他 | 0.93% | -0.16% | -2.76% | |
| 33 | ✓ | 股票-其他 | 0.92% | -0.24% | -2.83% | ||
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.86% | +0.11% | +12.30% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.43% | -0.07% | |
| 36 | CUZ | Cousins Properties Inc | 股票-房地產 | 0.84% | -0.12% | -2.90% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.52% | -7.61% | |
| 38 | ✓ | Csg Systems International In | 股票-其他 | 0.83% | — | -3.78% | |
| 39 | SM | Sm Energy Co | 股票-能源 | 0.83% | -0.53% | -3.67% | |
| 40 | FA | First Advantage CORP | 股票-其他 | 0.80% | -0.04% | +9.04% | |
| 41 | BRKR | Bruker CORP | 股票-醫療保健 | 0.76% | -0.01% | -2.91% | |
| 42 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.76% | -0.14% | -3.74% | |
| 43 | NOG | Northern Oil And Gas Inc | 股票-能源 | 0.76% | -0.49% | -3.61% | |
| 44 | LKQ | Lkq CORP | 股票-循環性消費 | 0.75% | -0.29% | -2.42% | |
| 45 | BL | Blackline Inc | 股票-科技 | 0.75% | -0.28% | -3.22% | |
| 46 | FULT | Fulton Financial CORP | 股票-金融 | 0.74% | -0.26% | -3.77% | |
| 47 | AZTA | Azenta Inc | 股票-其他 | 0.73% | -0.13% | -3.32% | |
| 48 | BKE | Buckle Inc/the | 股票-其他 | 0.71% | -0.36% | -2.72% | |
| 49 | AHCO | Adapthealth CORP | 股票-其他 | 0.70% | -0.40% | -2.89% | |
| 50 | ITGR | Integer Holdings CORP | 股票-醫療保健 | 0.69% | -0.23% | -3.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +0.5% | -3.58% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.4% | +11.48% | 加碼 |
| 3 | DEA | Easterly Government Properti | +0.3% | NEW | 新建倉 |
| 4 | MSFT | Microsoft CORP | +0.3% | +2.29% | 加碼 |
| 5 | HCSG | Healthcare Services Group | +0.3% | -2.76% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | -7.61% | 減碼 |
| 7 | WWD | Woodward Inc | +0.2% | -2.82% | 減碼 |
| 8 | NCNO | Ncino Inc | +0.2% | NEW | 新建倉 |
| 9 | HEI-A | Heico Corp-class A | +0.2% | -2.42% | 減碼 |
| 10 | CAKE | Cheesecake Factory Inc/the | +0.2% | -2.76% | 減碼 |
| 11 | SMTC | Semtech CORP | +0.2% | +12.53% | 加碼 |
| 12 | RDNT | Radnet Inc | +0.2% | +126.76% | 加碼 |
| 13 | FA | First Advantage CORP | +0.2% | +9.04% | 加碼 |
| 14 | CCC | Ccc Intelligent Solutions Ho | +0.2% | +14.30% | 加碼 |
| 15 | BV | Brightview Holdings Inc | +0.2% | NEW | 新建倉 |
| 16 | VRRM | Verra Mobility CORP | +0.1% | +4.46% | 加碼 |
| 17 | FOUR | Shift4 Payments Inc-class A | +0.1% | -2.69% | 減碼 |
| 18 | ✓ | +0.1% | -2.83% | 減碼 | |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -2.35% | 減碼 |
| 20 | LFUS | Littelfuse Inc | +0.1% | -2.59% | 減碼 |
| 21 | TRUP | Trupanion Inc | +0.1% | -2.69% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +0.73% | 加碼 |
| 23 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | +0.1% | NEW | 新建倉 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +983.04% | 加碼 |
| 25 | RJF | Raymond James Financial Inc | +0.1% | -1.91% | 減碼 |
| 26 | AMD | Advanced Micro Devices | +0.1% | — | 不變 |
| 27 | UPST 0.25 08-15-26債券 | Upstart Holdings Inc | +0.1% | NEW | 新建倉 |
| 28 | BKE | Buckle Inc/the | +0.1% | -2.72% | 減碼 |
| 29 | PRG | Prog Holdings Inc | +0.1% | +9.42% | 加碼 |
| 30 | AAL 6.5 07-01-25債券 | American Airlines Group | +0.1% | NEW | 新建倉 |
| 31 | AFRM 0 11-15-26債券 | Affirm Holdings Inc | +0.1% | NEW | 新建倉 |
| 32 | TXRH | Texas Roadhouse Inc | +0.1% | -2.73% | 減碼 |
| 33 | BL | Blackline Inc | +0.1% | -3.22% | 減碼 |
| 34 | PDD 0 12-01-25債券 | Pdd Holdings Inc | +0.1% | NEW | 新建倉 |
| 35 | FLYW | Flywire Corp-voting | +0.1% | +33.14% | 加碼 |
| 36 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | +0.1% | NEW | 新建倉 |
| 37 | PFGC | Performance Food Group Co | +0.1% | -2.95% | 減碼 |
| 38 | RAL | Ralliant CORP | +0.1% | NEW | 新建倉 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | -1.42% | 減碼 |
| 40 | ALRM 0 01-15-26債券 | Alarm.com Hldgs Inc | +0.1% | NEW | 新建倉 |
| 41 | RDFN 0.5 04-01-27債券 | Redfin CORP | +0.1% | NEW | 新建倉 |
| 42 | VNT | Vontier CORP | +0.1% | -2.74% | 減碼 |
| 43 | GPI | Group 1 Automotive Inc | +0.1% | -3.74% | 減碼 |
| 44 | BXMT 5.5 03-15-27債券 | Blackstone Mortgage Tr | +0.1% | +439.37% | 加碼 |
| 45 | BTU 3.25 03-01-28債券 | Peabody Energy CORP | +0.1% | +61.01% | 加碼 |
| 46 | MKSI 1.25 06-01-30債券 | Mks Inc | +0.1% | NEW | 新建倉 |
| 47 | AMZN | Amazon.com Inc | +0.1% | -3.90% | 減碼 |
| 48 | ARAY 3.75 06-01-26債券 | Accuray Inc | +0.1% | NEW | 新建倉 |
| 49 | CHD | Church & Dwight Co Inc | +0.1% | NEW | 新建倉 |
| 50 | TKO | Tko Group Holdings Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Palisade Capital Management, LP 在 Q2 2025 季度的美股持倉總市值約為 US$23.0億，共申報了 367 個公開持股部位。
在 Q2 2025 季度，Palisade Capital Management, LP 按市值排列的前三大核心持股分別為：APH (1.8%)、RJF (1.6%)、MLI (1.5%)。其中最大持股部位 APH 佔據整體投資組合約 1.8% 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
DEA
市值: US$1181.0萬
本季最大獲利了結 / 清倉標的
DEA
前期市值: US$1465.4萬
在 Q2 2025 季度中，Palisade Capital Management, LP 共進行了 191 項持倉異動，包含新建倉 26 個部位、加碼 39 個部位、減碼 95 個部位以及清倉 31 個部位。 其中最大新建倉標的為 DEA。 本季清倉部位包含 DEA。
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。