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
34.2%
Patrick Mauro Investment Advisor, INC. 在 Q1 2026 季度的美股部位總計估值為 US$2.0億，分散於 40 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，Patrick Mauro Investment Advisor, INC. 採取防禦導向的調倉策略，本季減碼 23 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
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 34.2%，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 | 8.68% | +2.24% | +8.77% | |
| 2 | CME | Cme Group Inc | 股票-金融 | 7.07% | -1.22% | -3.81% | |
| 3 | WSO | Watsco Inc | 股票-工業 | 6.43% | +0.54% | +3.04% | |
| 4 | VZ | Verizon Communications Inc | 股票-通訊服務 | 6.19% | -0.73% | -8.25% | |
| 5 | PFE | Pfizer Inc | 股票-醫療保健 | 5.82% | -3.56% | -14.09% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.53% | +1.15% | +25.67% | |
| 7 | MCD | Mcdonald's CORP | 股票-循環性消費 | 4.17% | +0.07% | -0.57% | |
| 8 | CNA | Cna Financial CORP | 股票-其他 | 3.73% | +0.26% | -3.32% | |
| 9 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 3.62% | +0.47% | +139.88% | |
| 10 | LIN | Linde plc | 股票-原物料 | 3.59% | — | -3.13% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 3.57% | +0.79% | +101.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.56% | -1.78% | -2.39% | |
| 13 | ✓ | Rtx Corporation | 股票-其他 | 3.07% | -3.07% | EXIT | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.99% | +0.09% | -1.22% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.92% | +1.01% | +4.26% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 2.66% | -0.59% | -33.65% | |
| 17 | WM | Waste Management Inc | 股票-工業 | 2.52% | -0.15% | -0.45% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.27% | +0.36% | +1.10% | |
| 19 | AEP | American Electric Power | 股票-公用事業 | 1.97% | +0.01% | -5.08% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.96% | -0.33% | +50.39% | |
| 21 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.76% | +0.14% | -3.78% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.71% | +0.20% | -50.69% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.49% | -0.11% | -9.74% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.49% | -0.07% | +4.02% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.43% | -0.11% | -1.45% | |
| 26 | AES | Aes CORP | 股票-公用事業 | 1.30% | -0.41% | -23.78% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.24% | +0.12% | -11.81% | |
| 28 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 1.14% | -1.14% | EXIT | |
| 29 | SO | Southern Co/the | 股票-公用事業 | 1.10% | -0.06% | -4.27% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 1.05% | -0.02% | +16.43% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.04% | +1.01% | -31.14% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.25% | -3.64% | |
| 33 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.79% | +1.20% | +111.05% | |
| 34 | DOV | Dover CORP | 股票-工業 | 0.55% | +0.09% | +320.11% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.07% | — | |
| 36 | AMCR | Amcor plc | 股票-循環性消費 | 0.29% | -0.29% | EXIT | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | -0.28% | EXIT | |
| 38 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.28% | -0.01% | -3.93% | |
| 39 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.19% | -0.19% | EXIT | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.10% | -0.10% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KMB | Kimberly-clark CORP | +2% | +139.88% | 加碼 |
| 2 | ADP | Automatic Data Processing | +1.2% | +101.91% | 加碼 |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.6% | +8.77% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +50.39% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.5% | -8.25% | 減碼 |
| 6 | WSO | Watsco Inc | +0.4% | +3.04% | 加碼 |
| 7 | DOV | Dover CORP | +0.4% | +320.11% | 加碼 |
| 8 | EMLC | Vaneck JPM Em Local Curr Bnd | +0.4% | +111.05% | 加碼 |
| 9 | LIN | Linde plc | +0.3% | -3.13% | 減碼 |
| 10 | DUK | Duke Energy CORP | +0.2% | +16.43% | 加碼 |
| 11 | COST | Costco Wholesale CORP | +0.1% | -1.45% | 減碼 |
| 12 | MDLZ | Mondelez International Inc-a | +0.1% | +4.02% | 加碼 |
| 13 | AMCR | Amcor plc | +0.1% | -70.01% | 減碼 |
| 14 | AEP | American Electric Power | +0.1% | -5.08% | 減碼 |
| 15 | SO | Southern Co/the | 0% | -4.27% | 減碼 |
| 16 | ED | Consolidated Edison Inc | 0% | -3.93% | 減碼 |
| 17 | CME | Cme Group Inc | — | -3.81% | 減碼 |
| 18 | WM | Waste Management Inc | — | -0.45% | 減碼 |
| 19 | DIS | Walt Disney Co/the | 0% | — | 不變 |
| 20 | CAG | Conagra Brands Inc | 0% | +5.08% | 加碼 |
| 21 | PG | Procter & Gamble Co/the | 0% | +1.10% | 加碼 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | -9.74% | 減碼 |
| 23 | NVDA | Nvidia CORP | -0.1% | — | 不變 |
| 24 | ABT | Abbott Laboratories | -0.1% | +1.37% | 加碼 |
| 25 | CNI | Canadian Natl Railway Co | -0.1% | -3.78% | 減碼 |
| 26 | MCD | Mcdonald's CORP | -0.1% | -0.57% | 減碼 |
| 27 | CSCO | Cisco Systems Inc | -0.1% | -1.22% | 減碼 |
| 28 | ABBV | Abbvie Inc | -0.1% | +4.26% | 加碼 |
| 29 | RHHBY | Roche Holdings Ltd-spons Adr | -0.2% | -7.56% | 減碼 |
| 30 | GOOG | Alphabet Inc-cl C | -0.2% | -3.64% | 減碼 |
| 31 | GLD | Spdr Gold Shares | -0.2% | -11.81% | 減碼 |
| 32 | APD | Air Products & Chemicals Inc | -0.3% | -31.14% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.4% | +25.67% | 加碼 |
| 34 | PFE | Pfizer Inc | -0.4% | -14.09% | 減碼 |
| 35 | CNA | Cna Financial CORP | -0.4% | -3.32% | 減碼 |
| 36 | AES | Aes CORP | -0.5% | -23.78% | 減碼 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.6% | -2.39% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -0.7% | -33.65% | 減碼 |
| 39 | PEP | Pepsico Inc | -1.6% | -50.69% | 減碼 |
| 40 | RTX | Rtx CORP | — | EXIT | 清倉 |
| 41 | ✓ | Rtx Corporation | — | NEW | 新建倉 |
| 42 | JPM | Jpmorgan Chase & Co | — | EXIT | 清倉 |
| 43 | IAGG | Ishares Intl Aggregate Bond | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Patrick Mauro Investment Advisor, INC. 在 Q1 2026 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 Q1 2026 季度，Patrick Mauro Investment Advisor, INC. 按市值排列的前三大核心持股分別為：IXUS (8.7%)、CME (7.1%)、WSO (6.4%)。其中最大持股部位 IXUS 佔據整體投資組合約 8.7% 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
RTX CORPORATION
市值: US$610.1萬
本季最大獲利了結 / 清倉標的
RTX
前期市值: US$625.4萬
在 Q1 2026 季度中，Patrick Mauro Investment Advisor, INC. 共進行了 41 項持倉異動，包含新建倉 1 個部位、加碼 14 個部位、減碼 23 個部位以及清倉 3 個部位。 其中最大新建倉標的為 RTX CORPORATION。 本季清倉部位包含 RTX。
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。