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
69 檔
28.3%
根據最新整理的 13F 季度數據集，Pegasus Asset Management, Inc. 於 Q3 2025 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 69 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Pegasus Asset Management, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 36 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
整體而言，Pegasus Asset Management, Inc. 的前 5 大持股（包含 SCHB, AAPL, MSFT）貢獻了組合市值的 28.3%，形成該機構在 Q3 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 9.60% | +0.28% | -1.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.80% | +0.07% | +0.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.02% | -0.43% | +0.27% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.71% | +0.50% | +0.21% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.71% | +0.09% | +0.03% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.09% | -0.37% | +0.46% | |
| 7 | ETN | Eaton Corporation plc | 股票-工業 | 3.77% | +0.23% | +0.51% | |
| 8 | PH | Parker Hannifin CORP | 股票-工業 | 3.66% | -0.12% | +0.58% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.53% | +0.24% | +0.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.38% | -0.02% | +0.96% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 3.20% | -2.83% | EXIT | |
| 12 | BLK | Blackrock Inc | 股票-金融 | 2.85% | -0.23% | +0.57% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 2.76% | -0.38% | +0.54% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.70% | +0.06% | +0.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | -0.16% | +0.65% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.25% | +0.47% | +19.85% | |
| 17 | PWR | Quanta Services Inc | 股票-工業 | 1.86% | +0.44% | +1.21% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.69% | -0.11% | +2.52% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | +0.04% | -1.86% | |
| 20 | CARR | Carrier Global CORP | 股票-工業 | 1.60% | +0.29% | +1.53% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.60% | — | +2.83% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.56% | -0.61% | +1.64% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.49% | — | +1.26% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事業 | 1.48% | -0.20% | +1.50% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.44% | -0.09% | +0.54% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.42% | -0.07% | +3.37% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.41% | +0.02% | +3.19% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.31% | +1.19% | +97.72% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.29% | -0.90% | +1.88% | |
| 30 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.11% | +0.09% | +0.71% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.95% | +0.02% | — | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.92% | -0.02% | +1.84% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | — | +2.42% | |
| 34 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.79% | +0.04% | +2.42% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.78% | +0.03% | +1.30% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | +0.05% | +74.35% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.64% | -0.19% | -1.65% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.62% | -0.14% | +2.69% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | +0.04% | — | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.42% | -0.25% | EXIT | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.39% | — | +2.47% | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.35% | +0.01% | — | |
| 43 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.33% | -0.05% | -0.35% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.12% | -0.93% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.30% | — | -3.07% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.30% | -0.02% | -11.47% | |
| 47 | MDXG | Mimedx Group Inc | 股票-其他 | 0.28% | -0.02% | -22.50% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | +0.64% | +1.04% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.25% | — | +65.94% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.24% | +0.06% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | +0.21% | 加碼 |
| 2 | AAPL | Apple Inc | +1% | +0.39% | 加碼 |
| 3 | PANW | Palo Alto Networks Inc | +0.6% | +97.72% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.5% | +0.03% | 加碼 |
| 5 | SOFI | Sofi Technologies Inc | +0.3% | +0.71% | 加碼 |
| 6 | SBUX | Starbucks CORP | +0.2% | +74.35% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.2% | +2.83% | 加碼 |
| 8 | RTX | Rtx CORP | +0.2% | +0.54% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.2% | +19.85% | 加碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +0.35% | 加碼 |
| 11 | BLK | Blackrock Inc | +0.1% | +0.57% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +0.96% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +65.94% | 加碼 |
| 15 | PH | Parker Hannifin CORP | +0.1% | +0.58% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 17 | PWR | Quanta Services Inc | +0.1% | +1.21% | 加碼 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.19% | 加碼 |
| 19 | CVX | Chevron CORP | +0.1% | +1.64% | 加碼 |
| 20 | GLD | Spdr Gold Shares | 0% | -1.65% | 減碼 |
| 21 | JEPI | Jpmorgan Equity Premium Inco | 0% | +35.66% | 加碼 |
| 22 | SCHX | Schwab US Large-cap ETF | 0% | +51.67% | 加碼 |
| 23 | VYMI | Vanguard Int High Dvd Yld In | 0% | +34.38% | 加碼 |
| 24 | HD | Home Depot Inc | 0% | +1.30% | 加碼 |
| 25 | ORCL | Oracle CORP | 0% | — | 不變 |
| 26 | PEP | Pepsico Inc | 0% | +1.26% | 加碼 |
| 27 | SCHA | Schwab US Small-cap ETF | 0% | — | 不變 |
| 28 | DUK | Duke Energy CORP | — | +1.50% | 加碼 |
| 29 | SCHB | Schwab US Broad Market ETF | 0% | -1.10% | 減碼 |
| 30 | WMT | Walmart Inc | 0% | +0.54% | 加碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.86% | 減碼 |
| 32 | MDY | State Street Spdr S&p Midcap | 0% | — | 不變 |
| 33 | BA | Boeing Co/the | 0% | +1.84% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | 0% | -11.47% | 減碼 |
| 35 | ETN | Eaton Corporation plc | -0.1% | +0.51% | 加碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.65% | 加碼 |
| 37 | MDXG | Mimedx Group Inc | -0.1% | -22.50% | 減碼 |
| 38 | IRM | Iron Mountain Inc | -0.1% | EXIT | 清倉 |
| 39 | HON | Honeywell International Inc | -0.1% | — | 不變 |
| 40 | SYK | Stryker CORP | -0.1% | +2.69% | 加碼 |
| 41 | ADP | Automatic Data Processing | -0.1% | +2.42% | 加碼 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | +2.52% | 加碼 |
| 43 | MSFT | Microsoft CORP | -0.1% | +0.27% | 加碼 |
| 44 | DIS | Walt Disney Co/the | -0.2% | +3.37% | 加碼 |
| 45 | MA | Mastercard Inc - A | -0.2% | +0.31% | 加碼 |
| 46 | AMZN | Amazon.com Inc | -0.2% | +0.71% | 加碼 |
| 47 | CRM | Salesforce Inc | -0.3% | +1.88% | 加碼 |
| 48 | CARR | Carrier Global CORP | -0.5% | +1.53% | 加碼 |
| 49 | NKE | Nike Inc -cl B | -0.8% | EXIT | 清倉 |
| 50 | ACN | Accenture plc | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Pegasus Asset Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 69 個公開持股部位。
在 Q3 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%)、AAPL (6.8%)、MSFT (6.0%)。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。
本季最大獲利了結 / 清倉標的
ACN
前期市值: US$584.3萬
在 Q3 2025 季度中，Pegasus Asset Management, Inc. 共進行了 44 項持倉異動，包含新建倉 0 個部位、加碼 36 個部位、減碼 5 個部位以及清倉 3 個部位。 本季清倉部位包含 ACN。
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。