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: 0001729049
申報總市值
US$3.5億
US$3.5億
66 檔
24.4%
根據最新整理的 13F 季度數據集，Pegasus Asset Management, Inc. 於 Q4 2024 結束時的管理資產規模為 US$3.5億。該機構在本季度申報了 66 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Pegasus Asset Management, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 22 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 SCHB, AAPL, MSFT）占據了總市值的 24.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 10.37% | +0.28% | +188.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.01% | +0.07% | -1.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.77% | -0.43% | +0.31% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.27% | +0.50% | -0.61% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.88% | +0.09% | +0.04% | |
| 6 | ETN | Eaton Corporation plc | 股票-工業 | 3.85% | +0.23% | -1.02% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.75% | -0.37% | -0.21% | |
| 8 | PH | Parker Hannifin CORP | 股票-工業 | 3.56% | -0.12% | -1.07% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 3.40% | -2.83% | EXIT | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.03% | +0.06% | -0.99% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.93% | -0.02% | -0.72% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.90% | +0.24% | -0.81% | |
| 13 | BLK | Blackrock Inc | 股票-金融 | 2.82% | -0.23% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.68% | -0.16% | -0.52% | |
| 15 | ACN | Accenture plc | 股票-科技 | 2.45% | — | -0.47% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 2.15% | -0.38% | -0.30% | |
| 17 | CARR | Carrier Global CORP | 股票-工業 | 2.04% | +0.29% | -0.23% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 2.04% | -0.90% | +0.68% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.99% | -0.11% | +0.03% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.73% | +0.04% | -1.58% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.71% | — | +0.59% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.57% | -0.61% | -0.01% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.49% | +0.47% | +79.21% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.47% | +0.02% | -1.06% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.46% | -0.07% | +1.59% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 1.42% | -0.09% | -3.02% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 1.40% | -0.20% | +0.52% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.34% | -0.02% | +1.35% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 1.20% | — | +42.98% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.19% | — | +0.37% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.12% | +0.02% | -0.67% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.99% | — | -2.41% | |
| 33 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.91% | +0.04% | -2.99% | |
| 34 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.85% | — | +6.25% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | +0.03% | +4.39% | |
| 36 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.66% | +0.09% | +1.27% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.63% | -0.14% | -2.08% | |
| 38 | MDXG | Mimedx Group Inc | 股票-其他 | 0.58% | -0.02% | -4.19% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | -0.19% | — | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.49% | -0.25% | EXIT | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.37% | +0.01% | — | |
| 42 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.34% | -0.05% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | +0.04% | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.34% | — | -1.46% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.12% | -0.70% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.26% | -0.02% | — | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.25% | +0.06% | +142.77% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.24% | +0.05% | +65.74% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | +0.64% | +6.09% | |
| 50 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.19% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.8% | NEW | 新建倉 |
| 2 | LLY | Eli Lilly & Co | +0.5% | +79.21% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -0.61% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.99% | 減碼 |
| 5 | CRM | Salesforce Inc | +0.4% | +0.68% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -0.81% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | +0.04% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | -1.91% | 減碼 |
| 9 | SOFI | Sofi Technologies Inc | +0.3% | +1.27% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | -0.72% | 減碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +1.59% | 加碼 |
| 12 | MDXG | Mimedx Group Inc | +0.2% | -4.19% | 減碼 |
| 13 | ASML | ASML Holding N.V. | +0.2% | +42.98% | 加碼 |
| 14 | MA | Mastercard Inc - A | +0.2% | -0.55% | 減碼 |
| 15 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | +0.37% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | -3.02% | 減碼 |
| 18 | MAR | Marriott International -cl A | +0.1% | -2.99% | 減碼 |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 20 | HON | Honeywell International Inc | 0% | — | 不變 |
| 21 | META | Meta Platforms Inc-class A | 0% | -0.21% | 減碼 |
| 22 | ADP | Automatic Data Processing | 0% | -2.41% | 減碼 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | — | -1.06% | 減碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | -24.03% | 減碼 |
| 25 | RLMD | Relmada Therapeutics Inc | 0% | EXIT | 清倉 |
| 26 | PFE | Pfizer Inc | 0% | -20.34% | 減碼 |
| 27 | ZTS | Zoetis Inc | 0% | — | 不變 |
| 28 | NEOG | Neogen CORP | 0% | -4.60% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | 0% | -0.70% | 減碼 |
| 30 | SCHA | Schwab US Small-cap ETF | -0.1% | +65.74% | 加碼 |
| 31 | CVX | Chevron CORP | -0.1% | -0.01% | 減碼 |
| 32 | ACN | Accenture plc | -0.1% | -0.47% | 減碼 |
| 33 | SCHM | Schwab US Mid Cap ETF | -0.1% | +142.77% | 加碼 |
| 34 | ED | Consolidated Edison Inc | -0.1% | — | 不變 |
| 35 | SCHF | Schwab Intl Equity ETF | -0.1% | EXIT | 清倉 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.52% | 減碼 |
| 37 | ETN | Eaton Corporation plc | -0.1% | -1.02% | 減碼 |
| 38 | SCHX | Schwab US Large-cap ETF | -0.1% | +45.75% | 加碼 |
| 39 | NKE | Nike Inc -cl B | -0.1% | +6.25% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.03% | 加碼 |
| 41 | DUK | Duke Energy CORP | -0.1% | +0.52% | 加碼 |
| 42 | RTX | Rtx CORP | -0.1% | -0.30% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.2% | +0.31% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | +1.35% | 加碼 |
| 45 | PEP | Pepsico Inc | -0.2% | +0.59% | 加碼 |
| 46 | SCHB | Schwab US Broad Market ETF | -0.3% | +188.33% | 加碼 |
| 47 | CARR | Carrier Global CORP | -0.4% | -0.23% | 減碼 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | -1% | EXIT | 清倉 |
| 49 | DVN | Devon Energy CORP | -1.1% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -2.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Pegasus Asset Management, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$3.5億，共申報了 66 個公開持股部位。
在 Q4 2024 季度，Pegasus Asset Management, Inc. 按市值排列的前三大核心持股分別為：SCHB (10.4%)、AAPL (8.0%)、MSFT (5.8%)。其中最大持股部位 SCHB 佔據整體投資組合約 10.4% 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
BLK
市值: US$747.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$696.4萬
在 Q4 2024 季度中，Pegasus Asset Management, Inc. 共進行了 45 項持倉異動，包含新建倉 1 個部位、加碼 17 個部位、減碼 22 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。