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: 0002004963
申報總市值
US$1.6億
US$1.6億
141 檔
19.8%
在 Q4 2025 的 13F 官方備案中，Petros Family Wealth, LLC 管理的美股投資組合規模來到 US$1.6億，整體持股檔數為 141 檔。
Q4 2025 數據顯示 Petros Family Wealth, LLC 積極進場，新開立 39 個部位並同步加碼 63 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Petros Family Wealth, LLC 的前 5 大核心持股（包含 AAPL, SPY, AVDE 等）合計佔整體申報市值的 19.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.66% | — | +41.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.24% | +0.03% | +2.02% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 3.89% | +0.13% | +39.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.29% | +17.67% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.27% | -0.52% | +2263.92% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | -0.06% | +31.04% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.08% | -0.05% | — | |
| 8 | QGRO | American Century US Quality | ETF-其他 | 2.75% | +0.05% | +1.00% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.09% | +0.09% | +15.46% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 2.02% | +1.06% | +17.41% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.00% | -0.17% | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.95% | +0.06% | -51.61% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.82% | -0.15% | +4.92% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.05% | +42.15% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.73% | +0.06% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | -0.03% | +49.47% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.66% | -0.01% | +16.25% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.39% | +1.02% | -16.32% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.16% | +0.40% | -24.93% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.10% | +0.29% | +8.41% | |
| 21 | EMR | Emerson Electric Co | 股票-工業 | 1.08% | -0.02% | +27.83% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | +0.01% | +46.29% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.06% | -0.20% | +14.89% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.03% | -0.16% | -22.38% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.02% | -0.29% | +38.61% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.98% | -0.44% | — | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 0.94% | -0.34% | +41.52% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | -0.14% | +320.86% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.09% | +20.28% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 0.87% | -0.29% | +37.92% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.87% | -0.16% | +4.68% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.84% | -0.11% | — | |
| 33 | EBIT | Harbor Alphaedge Sm Cap Earn | ETF-其他 | 0.83% | +0.05% | +1.71% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.82% | -0.01% | +375.01% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.82% | -0.01% | -13.85% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.80% | +0.77% | +69.54% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.79% | -0.13% | -28.51% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.01% | -17.70% | |
| 39 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.76% | -0.15% | +29.11% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.73% | -0.04% | — | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.72% | -0.13% | — | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.72% | -0.04% | -9.37% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.14% | +63.28% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | — | -45.82% | |
| 45 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.68% | +0.03% | +63.89% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.65% | -0.23% | +4.94% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.64% | -0.20% | +36.05% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.02% | -26.54% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | +0.08% | +203.51% | |
| 50 | SPGI | S&p Global Inc | 股票-金融 | 0.52% | -0.04% | +37.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +3.1% | +2263.92% | 加碼 |
| 2 | AAPL | Apple Inc | +0.9% | +41.25% | 加碼 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +320.86% | 加碼 |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +375.01% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +49.47% | 加碼 |
| 6 | AVDE | Avantis International Equity | +0.5% | +39.46% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.4% | +69.54% | 加碼 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +203.51% | 加碼 |
| 9 | XLK | Ss Technology Select Sector | +0.3% | +406.89% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +42.15% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.2% | +38.61% | 加碼 |
| 12 | BAC | Bank Of America CORP | +0.2% | +46.29% | 加碼 |
| 13 | WMT | Walmart Inc | +0.2% | +63.28% | 加碼 |
| 14 | TJX | Tjx Companies Inc | +0.2% | +63.89% | 加碼 |
| 15 | ADI | Analog Devices Inc | +0.2% | +37.92% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +72.27% | 加碼 |
| 17 | NVDA | Nvidia CORP | +0.1% | +31.04% | 加碼 |
| 18 | KLAC | Kla CORP | +0.1% | +17.41% | 加碼 |
| 19 | LLY | Eli Lilly & Co | +0.1% | +27.71% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.1% | +37.45% | 加碼 |
| 21 | XEL | Xcel Energy Inc | +0.1% | +90.41% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +40.52% | 加碼 |
| 23 | LHX | L3harris Technologies Inc | +0.1% | +41.52% | 加碼 |
| 24 | MDT | Medtronic plc | 0% | +47.70% | 加碼 |
| 25 | EMR | Emerson Electric Co | 0% | +27.83% | 加碼 |
| 26 | SBUX | Starbucks CORP | 0% | +45.81% | 加碼 |
| 27 | PSX | Phillips 66 | 0% | +36.05% | 加碼 |
| 28 | WFC | Wells Fargo & Co | 0% | +14.21% | 加碼 |
| 29 | RBC | RBC Bearings Inc | — | +8.85% | 加碼 |
| 30 | TMO | Thermo Fisher Scientific Inc | — | +3.87% | 加碼 |
| 31 | NWG | Natwest Group PLC -spon Adr | — | — | 不變 |
| 32 | ORN | Orion Group Holdings Inc | — | — | 不變 |
| 33 | EXPE | Expedia Group Inc | 0% | -9.83% | 減碼 |
| 34 | SAN | Banco Santander Sa-spon Adr | 0% | — | 不變 |
| 35 | LOW | Lowe's Cos Inc | 0% | +29.11% | 加碼 |
| 36 | MNST | Monster Beverage CORP | 0% | -0.77% | 減碼 |
| 37 | FCN | Fti Consulting Inc | 0% | — | 不變 |
| 38 | IBP | Installed Building Products | 0% | +1.65% | 加碼 |
| 39 | BNY | Bank Of New York Mellon CORP | 0% | +5.55% | 加碼 |
| 40 | TTC | Toro Co | 0% | +0.35% | 加碼 |
| 41 | AMZN | Amazon.com Inc | -0.1% | +16.25% | 加碼 |
| 42 | AXP | American Express Co | -0.1% | +1.34% | 加碼 |
| 43 | IBTP | Ishares Ibonds Dec 2034 ETF | -0.1% | +12.89% | 加碼 |
| 44 | AXON | Axon Enterprise Inc | -0.1% | +35.40% | 加碼 |
| 45 | NEE | Nextera Energy Inc | -0.1% | +5.16% | 加碼 |
| 46 | GS | Goldman Sachs Group Inc | -0.1% | +0.65% | 加碼 |
| 47 | GEV | GE Vernova Inc | -0.1% | +3.04% | 加碼 |
| 48 | MC | Moelis & Co - Class A | -0.1% | -10.20% | 減碼 |
| 49 | GOLF | Acushnet Holdings CORP | -0.1% | -8.27% | 減碼 |
| 50 | BR | Broadridge Financial Solutio | -0.1% | -0.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Petros Family Wealth, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 141 個公開持股部位。
在 Q4 2025 季度，Petros Family Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (5.7%)、SPY (5.2%)、AVDE (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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
VEA
市值: US$462.2萬
本季最大獲利了結 / 清倉標的
MMM
前期市值: US$103.5萬
在 Q4 2025 季度中，Petros Family Wealth, LLC 共進行了 169 項持倉異動，包含新建倉 39 個部位、加碼 63 個部位、減碼 35 個部位以及清倉 32 個部位。 其中最大新建倉標的為 VEA。 本季清倉部位包含 MMM。
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。