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: 0001953787
申報總市值
US$2.0億
US$2.0億
40 檔
31.6%
在 Q3 2025 申報期間，Patrick Mauro Investment Advisor, INC.（CIK: 0001953787）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.0億，共持有 40 個公開申報部位。
在 Q3 2025 期間，Patrick Mauro Investment Advisor, INC. 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
在資產配置集中度方面，Patrick Mauro Investment Advisor, INC. 的前 5 大核心持股（包含 IXUS, CME, WSO 等）合計佔整體申報市值的 31.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 7.61% | +2.24% | +7.46% | |
| 2 | CME | Cme Group Inc | 股票-金融 | 7.00% | -1.22% | +4.98% | |
| 3 | WSO | Watsco Inc | 股票-工業 | 6.44% | +0.54% | +12.37% | |
| 4 | PFE | Pfizer Inc | 股票-醫療保健 | 6.36% | -3.56% | +4.05% | |
| 5 | VZ | Verizon Communications Inc | 股票-通訊服務 | 5.63% | -0.73% | +4.78% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.43% | +1.15% | -7.00% | |
| 7 | CNA | Cna Financial CORP | 股票-其他 | 3.92% | +0.26% | +10.41% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工業 | 3.88% | -0.59% | -21.24% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.81% | +0.07% | +15.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.69% | -1.78% | -26.57% | |
| 11 | LIN | Linde plc | 股票-原物料 | 3.61% | — | -0.82% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 3.29% | +3.57% | NEW | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.23% | +1.01% | -0.44% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.23% | +0.20% | -3.03% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.82% | +0.09% | -6.08% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 2.67% | +0.79% | +1.88% | |
| 17 | WM | Waste Management Inc | 股票-工業 | 2.51% | -0.15% | +1.27% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.45% | +0.36% | +3.10% | |
| 19 | AEP | American Electric Power | 股票-公用事業 | 1.98% | +0.01% | -5.75% | |
| 20 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.84% | +1.01% | +310.46% | |
| 21 | SO | Southern Co/the | 股票-公用事業 | 1.81% | -0.06% | -5.59% | |
| 22 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.74% | +0.14% | +15.92% | |
| 23 | AES | Aes CORP | 股票-公用事業 | 1.65% | -0.41% | -59.79% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.51% | +0.12% | +3.53% | |
| 25 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.46% | +0.47% | +7.97% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.45% | -0.07% | -1.20% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | -0.11% | +1.37% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.33% | -0.11% | — | |
| 29 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 1.19% | -1.14% | EXIT | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | -0.33% | +476.51% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | +0.25% | -8.76% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.90% | -0.02% | -7.36% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.07% | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -16.12% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.28% | EXIT | |
| 36 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.27% | -0.01% | +1.67% | |
| 37 | AMCR | Amcor plc | 股票-循環性消費 | 0.16% | -0.29% | EXIT | |
| 38 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.14% | +1.20% | — | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.13% | -0.10% | EXIT | |
| 40 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.11% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +1.8% | +7.46% | 加碼 |
| 2 | APD | Air Products & Chemicals Inc | +1.3% | +310.46% | 加碼 |
| 3 | PFE | Pfizer Inc | +1% | +4.05% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +476.51% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | -26.57% | 減碼 |
| 6 | RTX | Rtx CORP | +0.9% | +19.45% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.7% | -7.00% | 減碼 |
| 8 | ABBV | Abbvie Inc | +0.4% | -0.44% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -8.76% | 加碼 |
| 10 | CNA | Cna Financial CORP | +0.4% | +10.41% | 加碼 |
| 11 | MCD | Mcdonald's CORP | +0.3% | +15.73% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | — | 不變 |
| 13 | CNI | Canadian Natl Railway Co | +0.2% | +15.92% | 加碼 |
| 14 | PEP | Pepsico Inc | +0.2% | -3.03% | 加碼 |
| 15 | GLD | Spdr Gold Shares | +0.1% | +3.53% | 減碼 |
| 16 | DIS | Walt Disney Co/the | 0% | — | 不變 |
| 17 | VZ | Verizon Communications Inc | — | +4.78% | 加碼 |
| 18 | ABT | Abbott Laboratories | — | -2.62% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | 0% | -6.08% | 減碼 |
| 20 | AMCR | Amcor plc | 0% | +110.38% | 減碼 |
| 21 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | -7.03% | 減碼 |
| 22 | COST | Costco Wholesale CORP | -0.1% | +1.37% | 減碼 |
| 23 | KMB | Kimberly-clark CORP | -0.2% | +7.97% | 加碼 |
| 24 | LIN | Linde plc | -0.2% | -0.82% | 減碼 |
| 25 | ED | Consolidated Edison Inc | -0.2% | +1.67% | 減碼 |
| 26 | ADP | Automatic Data Processing | -0.2% | +1.88% | 加碼 |
| 27 | MDLZ | Mondelez International Inc-a | -0.2% | -1.20% | 減碼 |
| 28 | SO | Southern Co/the | -0.3% | -5.59% | 減碼 |
| 29 | WM | Waste Management Inc | -0.3% | +1.27% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | -0.3% | +3.10% | 加碼 |
| 31 | CME | Cme Group Inc | -0.3% | +4.98% | 減碼 |
| 32 | AEP | American Electric Power | -0.4% | -5.75% | 減碼 |
| 33 | DUK | Duke Energy CORP | -0.5% | -7.36% | 減碼 |
| 34 | WSO | Watsco Inc | -0.5% | +12.37% | 加碼 |
| 35 | LMT | Lockheed Martin CORP | -0.8% | -21.24% | 減碼 |
| 36 | AES | Aes CORP | -1.9% | -59.79% | 減碼 |
| 37 | CVS | Cvs Health CORP | — | EXIT | 清倉 |
| 38 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
| 39 | CAG | Conagra Brands Inc | — | EXIT | 清倉 |
| 40 | MCHP | Microchip Technology Inc | — | EXIT | 清倉 |
| 41 | KLG | Wk Kellogg Co | — | EXIT | 清倉 |
| 42 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 43 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 44 | EMLC | Vaneck JPM Em Local Curr Bnd | — | NEW | 新建倉 |
| 45 | KEL | Kellanova | — | EXIT | 清倉 |
| 46 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Patrick Mauro Investment Advisor, INC. 在 Q3 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 40 個公開持股部位。
在 Q3 2025 季度，Patrick Mauro Investment Advisor, INC. 按市值排列的前三大核心持股分別為：IXUS (7.6%)、CME (7.0%)、WSO (6.4%)。其中最大持股部位 IXUS 佔據整體投資組合約 7.6% 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
BMY
市值: US$253.1萬
本季最大獲利了結 / 清倉標的
CVS
前期市值: US$390.5萬
在 Q3 2025 季度中，Patrick Mauro Investment Advisor, INC. 共進行了 44 項持倉異動，包含新建倉 4 個部位、加碼 17 個部位、減碼 17 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BMY。 本季清倉部位包含 CVS。
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。