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: 0001743863
申報總市值
US$3.1億
US$3.1億
127 檔
42.4%
Q4 2025 季度申報顯示，Peachtree Investment Partners, LLC 揭露的美股組合總市值為 US$3.1億，涵蓋 127 個不同之權益投資部位。
Peachtree Investment Partners, LLC 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 18 檔持股的同時，亦同步清倉 8 檔並減碼 17 檔標的。
整體而言，Peachtree Investment Partners, LLC 的前 5 大持股（包含 AAPL, MSFT, LLY）貢獻了組合市值的 42.4%，形成該機構在 Q4 2025 季度的基本面基石。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 12.95% | -0.36% | -0.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.11% | -1.67% | -3.75% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 8.09% | +0.73% | -0.59% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.29% | +2.22% | -0.40% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 5.47% | -0.35% | -3.02% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.07% | -0.14% | +6.24% | |
| 7 | MCK | Mckesson CORP | 股票-醫療保健 | 3.71% | -1.61% | +3.91% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.47% | -0.90% | -5.81% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 3.47% | -0.53% | -4.55% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.38% | +0.11% | +46.98% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.70% | -0.36% | -3.67% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.57% | -0.53% | +2.26% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.17% | +0.09% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.44% | +0.08% | -0.07% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.40% | +0.12% | +2.27% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | +0.52% | — | |
| 17 | COR | Cencora Inc | 股票-醫療保健 | 1.36% | -0.71% | +10.06% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | +0.18% | +19.70% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.19% | -0.26% | -15.70% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 0.96% | -0.09% | -21.83% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.02% | +13.57% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 0.87% | -0.53% | -6.75% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.12% | +8.19% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.15% | -10.32% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.69% | -0.29% | -10.57% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.68% | +0.17% | -2.37% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | -0.13% | +4.26% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.20% | +22.88% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.21% | -0.43% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.51% | -0.29% | +1.36% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | -0.02% | -33.79% | |
| 32 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.43% | -0.04% | +9.10% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.14% | +2.25% | |
| 34 | ROL | Rollins Inc | 股票-循環性消費 | 0.40% | -0.15% | +46.67% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.38% | +0.09% | — | |
| 36 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.36% | — | — | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.35% | -0.01% | +110.27% | |
| 38 | GE | General Electric | 股票-工業 | 0.33% | -0.04% | +19.45% | |
| 39 | COF | Capital One Financial CORP | 股票-金融 | 0.27% | -0.01% | +20.88% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | -0.06% | -10.44% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.26% | +0.51% | -30.46% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | -0.03% | +41.17% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.25% | +0.01% | +0.13% | |
| 44 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.25% | — | -6.14% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.22% | -0.01% | -16.97% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.22% | -0.08% | +9.06% | |
| 47 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.20% | -0.08% | -4.12% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.20% | +0.19% | +94.74% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工業 | 0.20% | -0.19% | -2.09% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.20% | -0.01% | -0.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +2.1% | -0.59% | 減碼 |
| 2 | SCHX | Schwab US Large-cap ETF | +1% | +46.98% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +19.70% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +13.57% | 加碼 |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +6.24% | 加碼 |
| 6 | MCK | Mckesson CORP | +0.2% | +3.91% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +110.27% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | -0.76% | 減碼 |
| 9 | COR | Cencora Inc | +0.2% | +10.06% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.2% | +22.88% | 加碼 |
| 11 | ROL | Rollins Inc | +0.1% | +46.67% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | +94.74% | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +2.26% | 加碼 |
| 14 | ROST | Ross Stores Inc | +0.1% | +9.10% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | +8.19% | 加碼 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +41.17% | 加碼 |
| 17 | COF | Capital One Financial CORP | +0.1% | +20.88% | 加碼 |
| 18 | GE | General Electric | +0.1% | +19.45% | 加碼 |
| 19 | AXP | American Express Co | +0.1% | +31.32% | 加碼 |
| 20 | AMZN | Amazon.com Inc | 0% | -0.07% | 減碼 |
| 21 | JPM | Jpmorgan Chase & Co | -0.1% | +0.09% | 加碼 |
| 22 | CTAS | Cintas CORP | -0.1% | -28.82% | 減碼 |
| 23 | IVV | Ishares Core S&p 500 ETF | -0.1% | -30.46% | 減碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -10.32% | 減碼 |
| 25 | WM | Waste Management Inc | -0.2% | -67.13% | 減碼 |
| 26 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.40% | 減碼 |
| 27 | NOC | Northrop Grumman CORP | -0.2% | -6.75% | 減碼 |
| 28 | RSG | Republic Services Inc | -0.2% | -69.74% | 減碼 |
| 29 | MA | Mastercard Inc - A | -0.2% | -3.67% | 減碼 |
| 30 | PLTR | Palantir Technologies Inc-a | -0.3% | -15.70% | 減碼 |
| 31 | META | Meta Platforms Inc-class A | -0.3% | -33.79% | 減碼 |
| 32 | ADP | Automatic Data Processing | -0.5% | -21.83% | 減碼 |
| 33 | COST | Costco Wholesale CORP | -0.7% | -5.81% | 減碼 |
| 34 | HD | Home Depot Inc | -1% | -4.55% | 減碼 |
| 35 | MSFT | Microsoft CORP | -1.8% | -3.75% | 減碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建倉 |
| 37 | NFLX | Netflix Inc | — | EXIT | 清倉 |
| 38 | AZO | Autozone Inc | — | EXIT | 清倉 |
| 39 | C | Citigroup Inc | — | NEW | 新建倉 |
| 40 | T | At&t Inc | — | EXIT | 清倉 |
| 41 | ORCL | Oracle CORP | — | EXIT | 清倉 |
| 42 | GLW | Corning Inc | — | NEW | 新建倉 |
| 43 | ICE | Intercontinental Exchange In | — | EXIT | 清倉 |
| 44 | GLD | Spdr Gold Shares | — | NEW | 新建倉 |
| 45 | WPC | Wp Carey Inc | — | EXIT | 清倉 |
| 46 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 47 | AMGN | Amgen Inc | — | NEW | 新建倉 |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | 清倉 |
| 49 | TMO | Thermo Fisher Scientific Inc | — | NEW | 新建倉 |
| 50 | PH | Parker Hannifin CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Peachtree Investment Partners, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 127 個公開持股部位。
在 Q4 2025 季度，Peachtree Investment Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (12.9%)、MSFT (11.1%)、LLY (8.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 12.9% 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
SPY
市值: US$494.3萬
本季最大獲利了結 / 清倉標的
NFLX
前期市值: US$52.0萬
在 Q4 2025 季度中，Peachtree Investment Partners, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 18 個部位、減碼 17 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 NFLX。
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。