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: 0001056943
申報總市值
US$2.3億
US$2.3億
257 檔
20.8%
在 Q2 2025 申報期間，Peoples Financial Services CORP.（CIK: 0001056943）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.3億，共持有 257 個公開申報部位。
數據顯示 Peoples Financial Services CORP. 於 Q2 2025 季度持續回收資金，對 45 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Peoples Financial Services CORP. 的前 5 大核心持股（包含 MSFT, PFIS, LLY 等）合計佔整體申報市值的 20.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
QLV
市值: US$226.0萬
本季最大獲利了結 / 清倉標的
LLY
前期市值: US$1090.8萬
僅顯示前 200 大持股（共 257 檔）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.31% | -6.74% | |
| 2 | PFIS | Peoples Financial Services | 股票-其他 | 4.99% | +0.29% | -1.05% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.86% | +0.84% | -4.46% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.58% | +0.14% | -5.77% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.35% | -0.64% | -9.85% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.49% | +0.13% | -5.54% | |
| 7 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.47% | -0.51% | -3.55% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.30% | -0.15% | -4.22% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | +0.01% | -10.42% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | -0.75% | -1.02% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.83% | +0.10% | -8.62% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | +0.29% | -6.91% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.69% | -0.08% | -5.25% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.56% | +0.01% | -9.62% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.48% | -0.12% | -2.03% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | -0.07% | -8.81% | |
| 17 | FAST | Fastenal Co | 股票-工業 | 1.45% | -0.10% | +94.96% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.40% | -0.09% | -4.03% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.38% | -0.01% | -0.85% | |
| 20 | EMR | Emerson Electric Co | 股票-工業 | 1.23% | — | -4.70% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.45% | -7.08% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | +0.04% | -8.87% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.17% | -0.42% | -1.06% | |
| 24 | QLV | Flexshares US Quality Low Vo | ETF-其他 | 1.12% | -0.06% | — | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.03% | +0.08% | -25.24% | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 0.94% | +0.14% | -11.85% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.92% | +0.09% | -24.81% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.90% | -0.15% | -2.25% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.04% | +0.54% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.87% | -0.01% | -18.63% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.09% | -21.14% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.84% | -0.22% | -7.09% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.84% | -0.11% | -4.51% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.83% | -0.07% | -16.37% | |
| 35 | SO | Southern Co/the | 股票-公用事業 | 0.82% | -0.08% | -5.97% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.74% | -0.01% | -0.08% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.73% | +0.17% | -22.82% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.72% | -0.02% | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.67% | -0.06% | -17.75% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.67% | -0.07% | -2.56% | |
| 41 | AZO | Autozone Inc | 股票-循環性消費 | 0.67% | -0.08% | — | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.65% | — | -27.47% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.63% | -0.05% | -19.71% | |
| 44 | DE | Deere & Co | 股票-工業 | 0.62% | +0.01% | -20.92% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.61% | +0.09% | -14.81% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | +0.02% | -0.37% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.59% | -0.11% | -11.74% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | +0.03% | +4.22% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.56% | -0.03% | -15.90% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.55% | — | -10.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -9.85% | 減碼 |
| 2 | QLV | Flexshares US Quality Low Vo | +1.1% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +1.1% | -6.74% | 減碼 |
| 4 | PFIS | Peoples Financial Services | +0.6% | -1.05% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.5% | -4.03% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.4% | -5.54% | 減碼 |
| 7 | EMR | Emerson Electric Co | +0.2% | -4.70% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -10.42% | 減碼 |
| 9 | AXP | American Express Co | +0.2% | -9.62% | 減碼 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.85% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.1% | +94.44% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -6.91% | 減碼 |
| 13 | FAST | Fastenal Co | +0.1% | +94.96% | 加碼 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -0.37% | 減碼 |
| 15 | BA | Boeing Co/the | -0.1% | -27.47% | 減碼 |
| 16 | BLK | Blackrock Inc | -0.1% | -19.71% | 減碼 |
| 17 | DE | Deere & Co | -0.1% | -20.92% | 減碼 |
| 18 | V | Visa Inc-class A Shares | -0.1% | -23.78% | 減碼 |
| 19 | ECL | Ecolab Inc | -0.1% | -35.47% | 減碼 |
| 20 | WM | Waste Management Inc | -0.1% | -25.78% | 減碼 |
| 21 | DHR | Danaher CORP | -0.1% | -35.06% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | +0.54% | 加碼 |
| 23 | VZ | Verizon Communications Inc | -0.1% | -7.09% | 減碼 |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -17.75% | 減碼 |
| 25 | COST | Costco Wholesale CORP | -0.1% | -28.73% | 減碼 |
| 26 | ADBE | Adobe Inc | -0.1% | -19.94% | 減碼 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -2.03% | 減碼 |
| 28 | BMY | Bristol-myers Squibb Co | -0.1% | — | 不變 |
| 29 | QCOM | Qualcomm Inc | -0.2% | -22.82% | 減碼 |
| 30 | PEP | Pepsico Inc | -0.2% | -11.74% | 減碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.2% | -48.71% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -0.2% | -1.02% | 減碼 |
| 33 | XLE | Ss Energy Select Sector | -0.2% | -30.64% | 減碼 |
| 34 | HD | Home Depot Inc | -0.2% | -18.63% | 減碼 |
| 35 | AMGN | Amgen Inc | -0.2% | -15.90% | 減碼 |
| 36 | CVX | Chevron CORP | -0.2% | -1.06% | 減碼 |
| 37 | APD | Air Products & Chemicals Inc | -0.2% | -16.37% | 減碼 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -3.55% | 減碼 |
| 39 | VB | Vanguard Small-cap ETF | -0.2% | -24.81% | 減碼 |
| 40 | WMT | Walmart Inc | -0.2% | -38.99% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -4.22% | 減碼 |
| 42 | XLC | Ss Comm Select Sector Spdr | -0.2% | -43.21% | 減碼 |
| 43 | XLK | Ss Technology Select Sector | -0.2% | -65.46% | 減碼 |
| 44 | VXUS | Vanguard Total Intl Stock | -0.2% | -43.06% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -8.81% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.4% | -8.62% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.4% | -4.46% | 減碼 |
| 48 | AAPL | Apple Inc | -0.5% | -5.77% | 減碼 |
| 49 | VXF | Vanguard Extended Market ETF | -0.5% | -88.24% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.7% | -75.13% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Peoples Financial Services CORP. 在 Q2 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 257 個公開持股部位。
在 Q2 2025 季度，Peoples Financial Services CORP. 按市值排列的前三大核心持股分別為：MSFT (5.1%)、PFIS (5.0%)、LLY (4.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.1% 的權重。
在 Q2 2025 季度中，Peoples Financial Services CORP. 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 3 個部位、減碼 45 個部位以及清倉 0 個部位。 其中最大新建倉標的為 QLV。
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。
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。
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。