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: 0001964544
申報總市值
US$14.9億
US$14.9億
100 檔
21.3%
在 Q1 2025 的 13F 官方備案中，Petredis Investment Advisors LLC 管理的美股投資組合規模來到 US$14.9億，整體持股檔數為 100 檔。
Q1 2025 數據顯示 Petredis Investment Advisors LLC 積極進場，新開立 4 個部位並同步加碼 36 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 XLF, MGK, MSFT）累計市值佔比達 21.3%，是驅動 Petredis Investment Advisors LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | XLF | Ss Financial Select Sector | ETF-其他 | 9.95% | -0.87% | +5.41% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 8.61% | -0.15% | +2.75% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.92% | -0.64% | +1.23% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.87% | -0.27% | +1.15% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.76% | -0.32% | -0.95% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.74% | -0.35% | +0.61% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.96% | -0.36% | +157.34% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | -0.16% | +9.62% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 3.11% | +0.02% | +6.20% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.98% | +0.52% | -0.14% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.94% | +0.07% | -6.49% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.78% | -0.40% | +1.24% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 2.35% | -0.26% | +0.07% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.04% | -0.05% | +1.37% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.71% | +0.18% | +2.02% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.44% | -0.28% | +1.41% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.31% | -0.24% | -18.68% | |
| 18 | GE | General Electric | 股票-工業 | 1.13% | +0.08% | +1.28% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.09% | -0.12% | +3.78% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.09% | -0.09% | -0.70% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.06% | -0.08% | +1.25% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.05% | +0.01% | +1.96% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.06% | +1.24% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | -0.08% | -0.46% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.93% | +0.64% | +7.37% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.03% | +0.96% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.78% | -0.24% | +0.77% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.27% | +1767.26% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.72% | +3.20% | +108.18% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.70% | -0.16% | +1.24% | |
| 31 | VLO | Valero Energy CORP | 股票-能源 | 0.68% | -0.13% | +2.50% | |
| 32 | FAST | Fastenal Co | 股票-工業 | 0.66% | -0.09% | +0.57% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.10% | +2.52% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 0.65% | -0.15% | +1.19% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.21% | -36.62% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.62% | +0.14% | +1.41% | |
| 37 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.61% | -0.13% | +1.05% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.07% | +1.18% | |
| 39 | AME | Ametek Inc | 股票-工業 | 0.57% | -0.04% | +0.66% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.09% | +1.19% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.73% | +1.66% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.53% | -0.06% | +0.90% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.08% | +1.71% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.05% | +1.40% | |
| 45 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.50% | -0.09% | +5.64% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | -0.02% | +1.55% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.46% | +0.01% | +1.90% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | -0.14% | +0.95% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.43% | -0.03% | +8.99% | |
| 50 | GEV | GE Vernova Inc | 股票-工業 | 0.43% | +0.11% | +1.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.5% | +157.34% | 加碼 |
| 2 | XLF | Ss Financial Select Sector | +0.9% | +5.41% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.7% | +1767.26% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.4% | +108.18% | 加碼 |
| 5 | CAT | Caterpillar Inc | +0.3% | NEW | 新建倉 |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | NEW | 新建倉 |
| 7 | GE | General Electric | +0.2% | +1.28% | 加碼 |
| 8 | MGV | Vanguard Mega Cap Value ETF | +0.2% | -0.95% | 減碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +2.02% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +2.52% | 加碼 |
| 11 | MELI | Mercadolibre Inc | +0.1% | +5.64% | 加碼 |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建倉 |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | NEW | 新建倉 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +0.96% | 加碼 |
| 15 | ABT | Abbott Laboratories | +0.1% | +1.71% | 加碼 |
| 16 | ABBV | Abbvie Inc | +0.1% | +1.55% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +1.24% | 加碼 |
| 18 | VLO | Valero Energy CORP | +0.1% | +2.50% | 加碼 |
| 19 | XLV | Ss Health Care Select Sector | +0.1% | -0.70% | 減碼 |
| 20 | MCK | Mckesson CORP | +0.1% | +1.41% | 加碼 |
| 21 | FAST | Fastenal Co | +0.1% | +0.57% | 加碼 |
| 22 | AZO | Autozone Inc | +0.1% | +2.11% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +0.77% | 加碼 |
| 24 | LIN | Linde plc | 0% | +2.46% | 加碼 |
| 25 | HD | Home Depot Inc | 0% | +1.25% | 加碼 |
| 26 | XBI | Ss Spdr S&p Biotech ETF | 0% | +1.90% | 加碼 |
| 27 | ADBE | Adobe Inc | 0% | +2.54% | 加碼 |
| 28 | SMH | Vaneck Semiconductor ETF | -0.1% | +7.37% | 加碼 |
| 29 | AMAT | Applied Materials Inc | -0.1% | +1.66% | 加碼 |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | +6.20% | 加碼 |
| 31 | MAR | Marriott International -cl A | -0.1% | +1.21% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | +2.36% | 加碼 |
| 33 | XLY | Ss Consumer Disc Select Sect | -0.1% | +3.78% | 加碼 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -62.86% | 減碼 |
| 35 | VB | Vanguard Small-cap ETF | -0.1% | +1.37% | 加碼 |
| 36 | CRM | Salesforce Inc | -0.1% | +1.19% | 加碼 |
| 37 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -27.26% | 減碼 |
| 38 | AMZN | Amazon.com Inc | -0.1% | +9.62% | 加碼 |
| 39 | NOW | Servicenow Inc | -0.2% | +0.90% | 加碼 |
| 40 | CVX | Chevron CORP | -0.2% | -36.62% | 減碼 |
| 41 | COST | Costco Wholesale CORP | -0.2% | -18.68% | 減碼 |
| 42 | XLK | Ss Technology Select Sector | -0.3% | -0.14% | 減碼 |
| 43 | AMD | Advanced Micro Devices | -0.4% | -35.82% | 減碼 |
| 44 | AVGO | Broadcom Inc | -0.4% | +1.96% | 加碼 |
| 45 | MSFT | Microsoft CORP | -0.5% | +1.23% | 加碼 |
| 46 | AAPL | Apple Inc | -0.5% | +1.15% | 加碼 |
| 47 | TSLA | Tesla Inc | -0.5% | -0.46% | 減碼 |
| 48 | MGK | Vanguard Mega Cap Growth ETF | -0.6% | +2.75% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.9% | -6.49% | 減碼 |
| 50 | NVDA | Nvidia CORP | -1% | +0.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Petredis Investment Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$14.9億，共申報了 100 個公開持股部位。
在 Q1 2025 季度，Petredis Investment Advisors LLC 按市值排列的前三大核心持股分別為：XLF (9.9%)、MGK (8.6%)、MSFT (4.9%)。其中最大持股部位 XLF 佔據整體投資組合約 9.9% 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
CAT
市值: US$259.5萬
本季最大獲利了結 / 清倉標的
MGV
前期市值: US$4456.9萬
在 Q1 2025 季度中，Petredis Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 36 個部位、減碼 10 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CAT。
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。