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
72 檔
25.1%
Pegasus Asset Management, Inc. 在 Q2 2025 季度的美股部位總計估值為 US$3.5億，分散於 72 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Pegasus Asset Management, Inc. 積極進場，新開立 10 個部位並同步加碼 33 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Pegasus Asset Management, Inc. 的前 5 大核心持股（包含 SCHB, MSFT, AAPL 等）合計佔整體申報市值的 25.1%，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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 9.61% | +0.28% | -1.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.16% | -0.43% | +0.38% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.83% | +0.07% | -0.24% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.37% | -0.37% | +1.54% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.26% | +0.09% | +2.40% | |
| 6 | ETN | Eaton Corporation plc | 股票-工業 | 3.82% | +0.23% | +0.58% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.65% | +0.50% | +0.53% | |
| 8 | PH | Parker Hannifin CORP | 股票-工業 | 3.58% | -0.12% | +0.40% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 3.37% | -2.83% | EXIT | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.34% | +0.24% | +1.37% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.28% | -0.02% | +1.55% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.87% | +0.06% | +3.26% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.75% | -0.16% | +2.64% | |
| 14 | BLK | Blackrock Inc | 股票-金融 | 2.72% | -0.23% | +2.15% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.56% | -0.38% | +2.21% | |
| 16 | CARR | Carrier Global CORP | 股票-工業 | 2.07% | +0.29% | +1.24% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.05% | +0.47% | +46.56% | |
| 18 | ACN | Accenture plc | 股票-科技 | 2.00% | — | +2.47% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.82% | -0.11% | +2.67% | |
| 20 | PWR | Quanta Services Inc | 股票-工業 | 1.79% | +0.44% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.63% | +0.04% | -0.66% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.59% | -0.07% | +3.12% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 1.56% | -0.90% | +1.78% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.61% | +2.89% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 1.48% | -0.20% | +2.09% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.48% | — | +4.44% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | -0.09% | +3.97% | |
| 28 | ASML | ASML Holding N.V. | 股票-科技 | 1.38% | — | +3.62% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.35% | +0.02% | -0.60% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 0.99% | — | +2.76% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.97% | +0.02% | -1.66% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.94% | -0.02% | +2.25% | |
| 33 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.86% | +0.04% | +4.66% | |
| 34 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.81% | +0.09% | +4.49% | |
| 35 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.79% | — | +4.40% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | +0.03% | +5.42% | |
| 37 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +1.19% | +7.77% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.69% | -0.14% | +5.78% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.60% | -0.19% | — | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.49% | -0.25% | EXIT | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.44% | +0.05% | — | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.42% | — | +3.36% | |
| 43 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.35% | -0.05% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | +0.04% | +23.54% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | -0.02% | +4.66% | |
| 46 | MDXG | Mimedx Group Inc | 股票-其他 | 0.34% | -0.02% | — | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.31% | — | -0.48% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.12% | +8.61% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | +0.64% | +7.87% | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.27% | +0.01% | +1.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +1.8% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.9% | +2.40% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | +0.38% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +1.54% | 加碼 |
| 5 | ETN | Eaton Corporation plc | +0.4% | +0.58% | 加碼 |
| 6 | SBUX | Starbucks CORP | +0.4% | NEW | 新建倉 |
| 7 | GS | Goldman Sachs Group Inc | +0.4% | +1.37% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.3% | +46.56% | 加碼 |
| 9 | SOFI | Sofi Technologies Inc | +0.2% | +4.49% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +3.12% | 加碼 |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | 新建倉 |
| 12 | COST | Costco Wholesale CORP | +0.1% | NEW | 新建倉 |
| 13 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | NEW | 新建倉 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +3.62% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.1% | NEW | 新建倉 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.36% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +1.55% | 加碼 |
| 18 | BR | Broadridge Financial Solutio | +0.1% | NEW | 新建倉 |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | 新建倉 |
| 20 | BA | Boeing Co/the | +0.1% | +2.25% | 加碼 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +7.77% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 23 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建倉 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +3.26% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +23.54% | 加碼 |
| 26 | MAR | Marriott International -cl A | 0% | +4.66% | 加碼 |
| 27 | IBM | Intl Business Machines CORP | 0% | +7.87% | 加碼 |
| 28 | TSLA | Tesla Inc | 0% | +1.90% | 加碼 |
| 29 | CARR | Carrier Global CORP | — | +1.24% | 加碼 |
| 30 | NKE | Nike Inc -cl B | — | +4.40% | 加碼 |
| 31 | HON | Honeywell International Inc | — | +7.00% | 加碼 |
| 32 | WMT | Walmart Inc | 0% | +3.97% | 加碼 |
| 33 | SYK | Stryker CORP | 0% | +5.78% | 加碼 |
| 34 | PH | Parker Hannifin CORP | 0% | +0.40% | 加碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.60% | 減碼 |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | +0.53% | 加碼 |
| 37 | BLK | Blackrock Inc | -0.1% | +2.15% | 加碼 |
| 38 | PFE | Pfizer Inc | -0.1% | EXIT | 清倉 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | EXIT | 清倉 |
| 40 | RTX | Rtx CORP | -0.1% | +2.21% | 加碼 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.66% | 減碼 |
| 42 | MDXG | Mimedx Group Inc | -0.2% | — | 不變 |
| 43 | CRM | Salesforce Inc | -0.2% | +1.78% | 加碼 |
| 44 | PEP | Pepsico Inc | -0.4% | +4.44% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -0.4% | +2.67% | 加碼 |
| 46 | MA | Mastercard Inc - A | -0.4% | +1.50% | 加碼 |
| 47 | CVX | Chevron CORP | -0.5% | +2.89% | 加碼 |
| 48 | SCHB | Schwab US Broad Market ETF | -0.6% | -1.07% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | +2.64% | 加碼 |
| 50 | AAPL | Apple Inc | -1.6% | -0.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pegasus Asset Management, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 72 個公開持股部位。
在 Q2 2025 季度，Pegasus Asset Management, Inc. 按市值排列的前三大核心持股分別為：SCHB (9.6%)、MSFT (6.2%)、AAPL (5.8%)。其中最大持股部位 SCHB 佔據整體投資組合約 9.6% 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
PWR
市值: US$523.4萬
本季最大獲利了結 / 清倉標的
PFE
前期市值: US$23.1萬
在 Q2 2025 季度中，Pegasus Asset Management, Inc. 共進行了 49 項持倉異動，包含新建倉 10 個部位、加碼 33 個部位、減碼 4 個部位以及清倉 2 個部位。 其中最大新建倉標的為 PWR。 本季清倉部位包含 PFE。
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。