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: 0001596901
申報總市值
US$2.0億
US$2.0億
108 檔
22.3%
根據最新整理的 13F 季度數據集，Pettee Investors, Inc. 於 Q3 2025 結束時的管理資產規模為 US$2.0億。該機構在本季度申報了 108 檔美股持倉，呈現出該時期的主要投資地圖。
Pettee Investors, Inc. 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 6 個全新部位及加碼 16 檔持股的同時，亦同步清倉 5 檔並減碼 20 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 , MSFT, JNJ）占據了總市值的 22.3%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | ✓ | 股票-其他 | 7.53% | — | -4.86% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.13% | -0.51% | +5.04% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.16% | +0.25% | -18.55% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.12% | +0.06% | — | |
| 5 | ✓ | 股票-其他 | 3.98% | — | — | ||
| 6 | URI | United Rentals Inc | 股票-工業 | 3.24% | +0.44% | +0.42% | |
| 7 | ✓ | 股票-其他 | 2.83% | — | +3.99% | ||
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 2.63% | +0.32% | +14.27% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.37% | -0.15% | +16.91% | |
| 10 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.00% | +0.01% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | -0.08% | +53.39% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.78% | +0.18% | -35.13% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.68% | -0.59% | -10.15% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.67% | +0.05% | -1.03% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.63% | +0.08% | +36.22% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.55% | +0.02% | — | |
| 17 | KR | Kroger Co | 股票-非循環性消費 | 1.52% | -0.07% | — | |
| 18 | ✓ | 股票-其他 | 1.37% | — | -1.13% | ||
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.35% | -0.06% | -21.28% | |
| 20 | WM | Waste Management Inc | 股票-工業 | 1.33% | -0.04% | -14.01% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.31% | -0.13% | -0.19% | |
| 22 | NEM | Newmont CORP | 股票-原物料 | 1.30% | -0.05% | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.27% | -0.40% | |
| 24 | EFX | Equifax Inc | 股票-工業 | 1.28% | -0.10% | +5.48% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.25% | -0.04% | -12.65% | |
| 26 | HUBB | Hubbell Inc | 股票-工業 | 1.25% | -0.02% | +8.81% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | -0.11% | — | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.26% | -0.26% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.16% | -0.05% | — | |
| 30 | GE | General Electric | 股票-工業 | 1.13% | +0.25% | +53.16% | |
| 31 | ✓ | Teledyne Technologies | 股票-其他 | 1.12% | -0.01% | +17.22% | |
| 32 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.06% | -0.10% | -1.60% | |
| 33 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.00% | +0.97% | — | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.99% | -0.12% | +24.80% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.98% | -0.10% | -19.22% | |
| 36 | ✓ | 股票-其他 | 0.89% | — | -0.98% | ||
| 37 | INTC | Intel CORP | 股票-科技 | 0.89% | +0.38% | -0.71% | |
| 38 | CSCO | Cisco Systems, Inc. | 股票-科技 | 0.85% | +0.25% | +75.56% | |
| 39 | PFE | Pfizer Inc | 股票-醫療保健 | 0.82% | -0.14% | -22.33% | |
| 40 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.79% | -0.02% | +2.40% | |
| 41 | HII | Huntington Ingalls Industrie | 股票-工業 | 0.77% | -0.24% | — | |
| 42 | ✓ | 股票-其他 | 0.76% | — | +39.40% | ||
| 43 | J | Jacobs Solutions Inc | 股票-工業 | 0.73% | -0.04% | — | |
| 44 | ✓ | 股票-其他 | 0.71% | — | -1.28% | ||
| 45 | EMR | Emerson Electric Co | 股票-工業 | 0.64% | +0.05% | — | |
| 46 | ORI | Old Republic Intl CORP | 股票-金融 | 0.63% | -0.02% | — | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.14% | -29.62% | |
| 48 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.63% | -0.01% | -2.16% | |
| 49 | ✓ | 股票-其他 | 0.62% | — | — | ||
| 50 | ✓ | 股票-其他 | 0.62% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +5.04% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | +53.39% | 加碼 |
| 3 | URI | United Rentals Inc | +1% | +0.42% | 加碼 |
| 4 | ✓ | +0.9% | -4.86% | 減碼 | |
| 5 | ✓ | +0.9% | +3.99% | 加碼 | |
| 6 | GS | Goldman Sachs Group Inc | +0.8% | +36.22% | 加碼 |
| 7 | STX | Seagate Technology Holdings plc | +0.6% | — | 不變 |
| 8 | GE | General Electric | +0.6% | +53.16% | 加碼 |
| 9 | CSCO | Cisco Systems, Inc. | +0.6% | +75.56% | 加碼 |
| 10 | NEM | Newmont CORP | +0.5% | — | 不變 |
| 11 | ✓ | +0.5% | +39.40% | 加碼 | |
| 12 | ✓ | +0.4% | +237.39% | 加碼 | |
| 13 | ✓ | Teledyne Technologies | +0.4% | +17.22% | 加碼 |
| 14 | IBM | Intl Business Machines CORP | +0.4% | +14.27% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.4% | +16.91% | 加碼 |
| 16 | DHI | Dr Horton Inc | +0.4% | — | 不變 |
| 17 | HUBB | Hubbell Inc | +0.3% | +8.81% | 加碼 |
| 18 | ✓ | +0.3% | +128.95% | 加碼 | |
| 19 | AMAT | Applied Materials Inc | +0.3% | +83.82% | 加碼 |
| 20 | INTC | Intel CORP | +0.2% | -0.71% | 減碼 |
| 21 | LOW | Lowe's Cos Inc | +0.2% | +24.80% | 加碼 |
| 22 | AXP | American Express Co | +0.2% | -1.03% | 減碼 |
| 23 | ✓ | +0.2% | -1.13% | 減碼 | |
| 24 | AAPL | Apple Inc | +0.1% | — | 減碼 |
| 25 | PFE | Pfizer Inc | -0.3% | -22.33% | 減碼 |
| 26 | AMGN | Amgen Inc | -0.4% | -27.00% | 減碼 |
| 27 | MCD | Mcdonald's CORP | -0.4% | -19.22% | 減碼 |
| 28 | ✓ | -0.4% | — | 減碼 | |
| 29 | CLX | Clorox Company | -0.4% | -24.83% | 減碼 |
| 30 | PEP | Pepsico Inc | -0.4% | -29.62% | 減碼 |
| 31 | WM | Waste Management Inc | -0.4% | -14.01% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.5% | -8.95% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.8% | -21.28% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.8% | -18.55% | 減碼 |
| 35 | ICLR | ICON Public Limited Company | -0.8% | -84.42% | 減碼 |
| 36 | SCHW | Schwab (charles) CORP | -0.9% | — | 減碼 |
| 37 | ABBV | Abbvie Inc | -1% | -35.13% | 減碼 |
| 38 | BMY | Bristol-myers Squibb Co | -1.2% | -63.10% | 減碼 |
| 39 | DOV | Dover CORP | -1.2% | -4.91% | 減碼 |
| 40 | EFX | Equifax Inc | — | NEW | 新建倉 |
| 41 | DDOG | Datadog Inc - Class A | — | NEW | 新建倉 |
| 42 | QCOM | Qualcomm Inc | — | EXIT | 清倉 |
| 43 | ✓ | — | NEW | 新建倉 | |
| 44 | AWK | American Water Works Co Inc | — | EXIT | 清倉 |
| 45 | MAS | Masco CORP | — | EXIT | 清倉 |
| 46 | NEE | Nextera Energy Inc | — | NEW | 新建倉 |
| 47 | CEG | Constellation Energy | — | NEW | 新建倉 |
| 48 | VAC | Marriott Vacations World | — | EXIT | 清倉 |
| 49 | ✓ | — | EXIT | 清倉 | |
| 50 | LPLA | Lpl Financial Holdings Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Pettee Investors, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 108 個公開持股部位。
在 Q3 2025 季度，Pettee Investors, Inc. 按市值排列的前三大核心持股分別為： (7.5%)、MSFT (5.1%)、JNJ (4.2%)。其中最大持股部位 佔據整體投資組合約 7.5% 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
EFX
市值: US$232.0萬
本季最大獲利了結 / 清倉標的
QCOM
前期市值: US$99.6萬
在 Q3 2025 季度中，Pettee Investors, Inc. 共進行了 47 項持倉異動，包含新建倉 6 個部位、加碼 16 個部位、減碼 20 個部位以及清倉 5 個部位。 其中最大新建倉標的為 EFX。 本季清倉部位包含 QCOM。
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。