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: 0001971427
申報總市值
US$2.2億
US$2.2億
122 檔
17.2%
根據最新整理的 13F 季度數據集，Petra Financial Advisors Inc 於 Q1 2025 結束時的管理資產規模為 US$2.2億。該機構在本季度申報了 122 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Petra Financial Advisors Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 19 個部位並完全清倉 20 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Petra Financial Advisors Inc 的前 5 大持股（包含 SPLV, JQUA, GLD）貢獻了組合市值的 17.2%，形成該機構在 Q1 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 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 8.42% | -0.65% | +105.76% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 6.62% | -0.55% | +2.51% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 5.47% | -2.27% | -2.81% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.44% | -0.73% | -1.44% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.48% | -0.26% | +3.76% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 3.41% | -1.20% | +3.99% | |
| 7 | GOF | Guggenheim Strategic Opport | 股票-其他 | 2.72% | -0.79% | -42.73% | |
| 8 | IYK | Ishares US Consumer Staples | ETF-其他 | 2.62% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.35% | -0.16% | +5.39% | |
| 10 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 2.13% | -0.40% | +8.11% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.85% | -0.29% | +0.96% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | +0.11% | -1.53% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.67% | -0.30% | -8.65% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.53% | -0.33% | +0.84% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.50% | +0.27% | +22.28% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.49% | -0.28% | +6.97% | |
| 17 | CNX | Cnx Resources CORP | 股票-能源 | 1.45% | -0.47% | -5.96% | |
| 18 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 1.36% | — | -4.10% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.28% | -57.56% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.88% | NEW | |
| 21 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.22% | — | -0.77% | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 1.20% | — | +1.39% | |
| 23 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 1.18% | -0.20% | -3.55% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.13% | -0.08% | -1.88% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.06% | -0.08% | -54.27% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.97% | +0.14% | -29.32% | |
| 27 | URNM | Sprott Uranium Miners ETF | ETF-其他 | 0.89% | -0.49% | -1.36% | |
| 28 | SEIV | Sei Qim US Large Cap Value A | ETF-大型股與成長 | 0.85% | +0.99% | NEW | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.83% | +0.57% | NEW | |
| 30 | SEIM | Sei Qim US Large Cap Momentu | ETF-大型股與成長 | 0.82% | +1.01% | NEW | |
| 31 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.79% | -0.40% | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.76% | -0.62% | -47.66% | |
| 33 | SEIE | Sei Select Intl Equity | ETF-其他 | 0.73% | +1.04% | NEW | |
| 34 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.71% | -1.02% | +50.84% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.69% | -0.07% | -0.23% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.69% | -0.09% | +4.07% | |
| 37 | IHAK | Ishares Cybersecurity & Tech | ETF-科技型 | 0.67% | -0.70% | EXIT | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.66% | -0.10% | -2.95% | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.65% | -0.14% | — | |
| 40 | AAPL | Apple Inc | 股票-科技 | 0.57% | +0.26% | -33.98% | |
| 41 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.56% | -0.10% | -3.65% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | -0.06% | +5.41% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.52% | +0.37% | NEW | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.51% | -0.11% | -0.12% | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.51% | -0.45% | EXIT | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.49% | — | -13.62% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.48% | -0.01% | +0.04% | |
| 48 | GE | General Electric | 股票-工業 | 0.48% | +0.05% | -57.89% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.47% | -0.06% | +5.60% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.45% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPLV | Invesco S&p 500 Low Volatili | +5.2% | +105.76% | 加碼 |
| 2 | IYK | Ishares US Consumer Staples | +2.6% | NEW | 新建倉 |
| 3 | GLD | Spdr Gold Shares | +1.6% | -2.81% | 減碼 |
| 4 | OUNZ | Vaneck Merk Gold ETF | +1.1% | +3.99% | 加碼 |
| 5 | SCHV | Schwab US Large-cap Value | +1% | +3.76% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +5.39% | 加碼 |
| 7 | IWP | Ishares Russell Mid-cap Grow | +0.5% | -1.44% | 減碼 |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.5% | +22.28% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.4% | +50.84% | 加碼 |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | NEW | 新建倉 |
| 11 | LLY | Eli Lilly & Co | +0.3% | NEW | 新建倉 |
| 12 | MCK | Mckesson CORP | +0.3% | NEW | 新建倉 |
| 13 | CVS | Cvs Health CORP | +0.2% | NEW | 新建倉 |
| 14 | MSFT | Microsoft CORP | +0.1% | -1.53% | 減碼 |
| 15 | CNX | Cnx Resources CORP | 0% | -5.96% | 減碼 |
| 16 | WMT | Walmart Inc | -0.1% | -37.09% | 減碼 |
| 17 | TSLA | Tesla Inc | -0.2% | -14.67% | 減碼 |
| 18 | SPOT | Spotify Technology S.A. | -0.2% | -58.51% | 減碼 |
| 19 | AAPL | Apple Inc | -0.2% | -33.98% | 減碼 |
| 20 | JXN | Jackson Financial Inc-a | -0.3% | -62.10% | 減碼 |
| 21 | FLGB | Franklin Ftse United Kingdom | -0.3% | EXIT | 清倉 |
| 22 | CVLT | Commvault Systems Inc | -0.3% | EXIT | 清倉 |
| 23 | SCHG | Schwab US Large-cap Growth | -0.3% | -29.32% | 減碼 |
| 24 | GE | General Electric | -0.3% | -57.89% | 減碼 |
| 25 | LMB | Limbach Holdings Inc | -0.3% | EXIT | 清倉 |
| 26 | SFM | Sprouts Farmers Market Inc | -0.4% | -63.39% | 減碼 |
| 27 | VST | Vistra CORP | -0.4% | -61.23% | 減碼 |
| 28 | JEF | Jefferies Financial Group In | -0.4% | EXIT | 清倉 |
| 29 | TLN | Talen Energy CORP | -0.4% | EXIT | 清倉 |
| 30 | SHOP | Shopify Inc - Class A | -0.4% | EXIT | 清倉 |
| 31 | MAGS | Roundhill Magnificent Seven | -0.4% | EXIT | 清倉 |
| 32 | COST | Costco Wholesale CORP | -0.4% | -47.66% | 減碼 |
| 33 | FIX | Comfort Systems USA Inc | -0.4% | EXIT | 清倉 |
| 34 | GDDY | Godaddy Inc - Class A | -0.4% | EXIT | 清倉 |
| 35 | VRT | Vertiv Holdings Co-a | -0.4% | EXIT | 清倉 |
| 36 | MUSA | Murphy USA Inc | -0.4% | EXIT | 清倉 |
| 37 | SRE | Sempra | -0.5% | EXIT | 清倉 |
| 38 | IESC | Ies Holdings Inc | -0.5% | EXIT | 清倉 |
| 39 | EME | Emcor Group Inc | -0.5% | EXIT | 清倉 |
| 40 | PSN | Parsons CORP | -0.6% | EXIT | 清倉 |
| 41 | FICO | Fair Isaac CORP | -0.6% | EXIT | 清倉 |
| 42 | KKR | Kkr & Co Inc | -0.6% | EXIT | 清倉 |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | -54.27% | 減碼 |
| 44 | FTAI | FTAI Aviation Ltd. | -0.9% | EXIT | 清倉 |
| 45 | ANET | Arista Networks Inc | -0.9% | EXIT | 清倉 |
| 46 | GOF | Guggenheim Strategic Opport | -1.2% | -42.73% | 減碼 |
| 47 | AVGO | Broadcom Inc | -1.3% | -77.45% | 減碼 |
| 48 | NVDA | Nvidia CORP | -1.9% | -57.56% | 減碼 |
| 49 | SCHA | Schwab US Small-cap ETF | -2% | -87.16% | 減碼 |
| 50 | XCEM | Columbia Em Core Ex-china | -3.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Petra Financial Advisors Inc 在 Q1 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 122 個公開持股部位。
在 Q1 2025 季度，Petra Financial Advisors Inc 按市值排列的前三大核心持股分別為：SPLV (8.4%)、JQUA (6.6%)、GLD (5.5%)。其中最大持股部位 SPLV 佔據整體投資組合約 8.4% 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
IYK
市值: US$319.9萬
本季最大獲利了結 / 清倉標的
XCEM
前期市值: US$486.3萬
在 Q1 2025 季度中，Petra Financial Advisors Inc 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 6 個部位、減碼 19 個部位以及清倉 20 個部位。 其中最大新建倉標的為 IYK。 本季清倉部位包含 XCEM。
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。