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: 0001906799
申報總市值
US$4.6億
US$4.6億
206 檔
18.8%
根據最新整理的 13F 季度數據集，Peterson Wealth Services 於 Q1 2025 結束時的管理資產規模為 US$4.6億。該機構在本季度申報了 206 檔美股持倉，呈現出該時期的主要投資地圖。
Peterson Wealth Services 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 12 個全新部位及加碼 81 檔持股的同時，亦同步清倉 23 檔並減碼 60 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VUG, AAPL, NVDA）占據了總市值的 18.8%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 206 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.10% | -0.19% | +84.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.88% | +0.03% | +1.93% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.95% | +0.01% | -7.17% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.97% | -0.64% | -5.17% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.86% | -0.08% | +2.32% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.46% | -0.01% | +3.62% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.94% | -0.06% | -29.71% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | -0.17% | +3.71% | |
| 9 | RJF | Raymond James Financial Inc | 股票-金融 | 2.61% | -0.15% | -7.82% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.40% | +0.01% | +1.15% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.24% | -0.84% | +62.61% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.23% | +0.21% | -23.34% | |
| 13 | COP | Conocophillips | 股票-能源 | 1.96% | -0.07% | +68.09% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.12% | +5.81% | |
| 15 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.91% | +1.37% | +0.27% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.74% | -0.01% | +5.23% | |
| 17 | CNQ | Canadian Natural Resources | 股票-能源 | 1.72% | -0.65% | +8.21% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 1.58% | +0.33% | — | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.55% | +0.73% | +42.37% | |
| 20 | SYK | Stryker CORP | 股票-醫療保健 | 1.53% | -0.17% | +3.28% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.39% | — | +26.15% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.34% | +0.01% | +9.56% | |
| 23 | FANG | Diamondback Energy Inc | 股票-能源 | 1.25% | -0.06% | +17.46% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.13% | +20.15% | |
| 25 | GRMN | Garmin Ltd. | 股票-科技 | 1.20% | -0.10% | -10.11% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.17% | +3.15% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.13% | +195.17% | |
| 28 | MSI | Motorola Solutions Inc | 股票-科技 | 1.07% | -0.09% | +8.21% | |
| 29 | CB | Chubb Limited | 股票-金融 | 1.03% | -0.04% | +9.57% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.20% | +4.05% | |
| 31 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.97% | -0.19% | +13.71% | |
| 32 | MTDR | Matador Resources Co | 股票-能源 | 0.95% | — | +61.47% | |
| 33 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.90% | +0.16% | +7.64% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.27% | +9.03% | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.86% | -0.08% | +8.32% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.85% | +0.01% | -5.55% | |
| 37 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.85% | -0.47% | +19.94% | |
| 38 | CME | Cme Group Inc | 股票-金融 | 0.79% | -0.23% | +11.32% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.79% | +0.07% | +8.20% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.05% | +14.27% | |
| 41 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.77% | — | +3.69% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.75% | -0.03% | +7.65% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | — | +18.18% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.70% | +0.14% | +16.02% | |
| 45 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.69% | -0.02% | +8.19% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.58% | -0.03% | +18.22% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.58% | — | +13.37% | |
| 48 | ADI | Analog Devices Inc | 股票-科技 | 0.57% | +0.07% | +12.69% | |
| 49 | FIS | Fidelity National Info Serv | 股票-科技 | 0.53% | -0.04% | +9.31% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.02% | +3.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +3% | +84.87% | 加碼 |
| 2 | PM | Philip Morris International | +1.6% | NEW | 新建倉 |
| 3 | PLTR | Palantir Technologies Inc-a | +1% | +62.61% | 加碼 |
| 4 | COP | Conocophillips | +0.9% | +68.09% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.7% | +195.17% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +3.71% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.5% | +42.37% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.3% | +1.15% | 加碼 |
| 9 | CMI | Cummins Inc | +0.3% | NEW | 新建倉 |
| 10 | MTDR | Matador Resources Co | +0.3% | +61.47% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +2.32% | 加碼 |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.3% | +26.15% | 加碼 |
| 13 | PAYC | Paycom Software Inc | +0.2% | NEW | 新建倉 |
| 14 | AGCO | Agco CORP | +0.2% | NEW | 新建倉 |
| 15 | ZWS | Zurn Elkay Water Solutions C | +0.2% | NEW | 新建倉 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +20.15% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.2% | +14.27% | 加碼 |
| 18 | POWL | Powell Industries Inc | +0.2% | NEW | 新建倉 |
| 19 | CB | Chubb Limited | +0.2% | +9.57% | 加碼 |
| 20 | UNP | Union Pacific CORP | +0.2% | +9.56% | 加碼 |
| 21 | FANG | Diamondback Energy Inc | +0.2% | +17.46% | 加碼 |
| 22 | SMCI | Super Micro Computer Inc | +0.2% | NEW | 新建倉 |
| 23 | CME | Cme Group Inc | +0.2% | +11.32% | 加碼 |
| 24 | XOM | Exxon Mobil CORP | +0.2% | +9.03% | 加碼 |
| 25 | CNQ | Canadian Natural Resources | +0.2% | +8.21% | 加碼 |
| 26 | ZTS | Zoetis Inc | +0.2% | +13.71% | 加碼 |
| 27 | LLY | Eli Lilly & Co | +0.2% | +3.15% | 加碼 |
| 28 | O | Realty Income CORP | +0.1% | +18.22% | 加碼 |
| 29 | MDT | Medtronic plc | +0.1% | +13.37% | 加碼 |
| 30 | DRI | Darden Restaurants Inc | +0.1% | +8.19% | 加碼 |
| 31 | SYK | Stryker CORP | +0.1% | +3.28% | 加碼 |
| 32 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | NEW | 新建倉 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +16.02% | 加碼 |
| 34 | MPC | Marathon Petroleum CORP | +0.1% | +8.32% | 加碼 |
| 35 | VZ | Verizon Communications Inc | +0.1% | +15.00% | 加碼 |
| 36 | APD | Air Products & Chemicals Inc | +0.1% | +7.65% | 加碼 |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +85.50% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | +0.1% | +18.18% | 加碼 |
| 39 | MSI | Motorola Solutions Inc | +0.1% | +8.21% | 加碼 |
| 40 | PEG | Public Service Enterprise Gp | +0.1% | +24.22% | 加碼 |
| 41 | ADI | Analog Devices Inc | +0.1% | +12.69% | 加碼 |
| 42 | CMCSA | Comcast Corp-class A | +0.1% | +10.05% | 加碼 |
| 43 | COST | Costco Wholesale CORP | 0% | -5.17% | 減碼 |
| 44 | APH | Amphenol Corp-cl A | 0% | NEW | 新建倉 |
| 45 | NEE | Nextera Energy Inc | 0% | +21.00% | 加碼 |
| 46 | JNJ | Johnson & Johnson | 0% | +3.88% | 加碼 |
| 47 | HD | Home Depot Inc | 0% | +5.23% | 加碼 |
| 48 | WMT | Walmart Inc | 0% | +4.05% | 加碼 |
| 49 | PACS | Pacs Group Inc | 0% | +37.35% | 加碼 |
| 50 | MUSA | Murphy USA Inc | 0% | +25.21% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Peterson Wealth Services 在 Q1 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 206 個公開持股部位。
在 Q1 2025 季度，Peterson Wealth Services 按市值排列的前三大核心持股分別為：VUG (7.1%)、AAPL (6.9%)、NVDA (5.0%)。其中最大持股部位 VUG 佔據整體投資組合約 7.1% 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
PM
市值: US$509.5萬
本季最大獲利了結 / 清倉標的
ISTB
前期市值: US$15.0萬
在 Q1 2025 季度中，Peterson Wealth Services 共進行了 176 項持倉異動，包含新建倉 12 個部位、加碼 81 個部位、減碼 60 個部位以及清倉 23 個部位。 其中最大新建倉標的為 PM。 本季清倉部位包含 ISTB。
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。