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
111 檔
22.8%
Pettee Investors, Inc. 在 Q4 2025 季度的美股部位總計估值為 US$2.0億，分散於 111 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，Pettee Investors, Inc. 在獲利結算 3 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 , MSFT, JNJ）累計市值佔比達 22.8%，是驅動 Pettee Investors, Inc. 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 | ✓ | 股票-其他 | 7.84% | — | -0.00% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.09% | -0.51% | +4.19% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.73% | +0.25% | — | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.47% | +0.06% | -0.22% | |
| 5 | ✓ | 股票-其他 | 3.91% | — | — | ||
| 6 | ✓ | 股票-其他 | 3.69% | — | -0.69% | ||
| 7 | URI | United Rentals Inc | 股票-工業 | 3.16% | +0.44% | +12.99% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 2.75% | +0.32% | -2.40% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.55% | -0.15% | +0.51% | |
| 10 | AXP | American Express Co | 股票-金融 | 1.90% | +0.05% | +0.27% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.84% | +0.08% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | -0.08% | -1.75% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.75% | -0.59% | -4.94% | |
| 14 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.73% | +0.01% | — | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.18% | -11.61% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.27% | +2.05% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.36% | -0.11% | — | |
| 18 | WM | Waste Management Inc | 股票-工業 | 1.35% | -0.04% | — | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | +0.02% | — | |
| 20 | HUBB | Hubbell Inc | 股票-工業 | 1.31% | -0.02% | -0.38% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.30% | -0.13% | -2.16% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.22% | -0.05% | -1.58% | |
| 23 | ✓ | 股票-其他 | 1.22% | — | — | ||
| 24 | GE | General Electric | 股票-工業 | 1.22% | +0.25% | +3.08% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.21% | -0.06% | -5.87% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.26% | +0.12% | |
| 27 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.19% | +0.97% | — | |
| 28 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.16% | -0.10% | -0.79% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.11% | -0.04% | -6.99% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.02% | -0.12% | +5.31% | |
| 31 | CSCO | Cisco Systems, Inc. | 股票-科技 | 1.00% | +0.25% | +3.32% | |
| 32 | INTC | Intel CORP | 股票-科技 | 1.00% | +0.38% | — | |
| 33 | ✓ | Teledyne Technologies | 股票-其他 | 0.99% | -0.01% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.94% | -0.10% | -6.08% | |
| 35 | HII | Huntington Ingalls Industrie | 股票-工業 | 0.93% | -0.24% | — | |
| 36 | EFX | Equifax Inc | 股票-工業 | 0.87% | -0.10% | -20.90% | |
| 37 | EMR | Emerson Electric Co | 股票-工業 | 0.85% | +0.05% | +27.42% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.82% | -0.14% | — | |
| 39 | ✓ | 股票-其他 | 0.78% | — | — | ||
| 40 | ✓ | 股票-其他 | 0.75% | — | -7.60% | ||
| 41 | ORI | Old Republic Intl CORP | 股票-金融 | 0.69% | -0.02% | — | |
| 42 | ✓ | 股票-其他 | 0.68% | — | — | ||
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.14% | +1.12% | |
| 44 | ✓ | 股票-其他 | 0.64% | — | +5.25% | ||
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.12% | — | |
| 46 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.64% | +0.02% | — | |
| 47 | J | Jacobs Solutions Inc | 股票-工業 | 0.64% | -0.04% | -2.43% | |
| 48 | LEA | Lear CORP | 股票-循環性消費 | 0.64% | — | — | |
| 49 | ✓ | 股票-其他 | 0.58% | — | +5.40% | ||
| 50 | DOV | Dover CORP | 股票-工業 | 0.56% | -0.03% | -3.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.9% | -0.69% | 減碼 | |
| 2 | JNJ | Johnson & Johnson | +0.6% | — | 不變 |
| 3 | AAPL | Apple Inc | +0.4% | -0.22% | 減碼 |
| 4 | ✓ | +0.3% | -0.00% | 減碼 | |
| 5 | AXP | American Express Co | +0.2% | +0.27% | 加碼 |
| 6 | EMR | Emerson Electric Co | +0.2% | +27.42% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | — | 不變 |
| 8 | LLY | Eli Lilly & Co | +0.2% | — | 不變 |
| 9 | STX | Seagate Technology Holdings plc | +0.2% | — | 不變 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +0.51% | 加碼 |
| 11 | ✓ | +0.2% | +5.40% | 加碼 | |
| 12 | HII | Huntington Ingalls Industrie | +0.2% | — | 不變 |
| 13 | CSCO | Cisco Systems, Inc. | +0.2% | +3.32% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +2.05% | 加碼 |
| 15 | ✓ | +0.1% | +1.80% | 加碼 | |
| 16 | SPGI | S&p Global Inc | +0.1% | — | 不變 |
| 17 | INTC | Intel CORP | +0.1% | — | 不變 |
| 18 | NSRGY | Nestle Sa-spons Adr | +0.1% | -0.79% | 減碼 |
| 19 | ✓ | +0.1% | +5.25% | 加碼 | |
| 20 | LEA | Lear CORP | +0.1% | — | 不變 |
| 21 | MSFT | Microsoft CORP | 0% | +4.19% | 加碼 |
| 22 | ✓ | -0.1% | — | 不變 | |
| 23 | URI | United Rentals Inc | -0.1% | +12.99% | 加碼 |
| 24 | J | Jacobs Solutions Inc | -0.1% | -2.43% | 減碼 |
| 25 | ✓ | -0.1% | — | 不變 | |
| 26 | ✓ | Teledyne Technologies | -0.1% | — | 不變 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -22.46% | 減碼 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -5.87% | 減碼 |
| 29 | ✓ | -0.2% | — | 不變 | |
| 30 | ABT | Abbott Laboratories | -0.2% | -6.99% | 減碼 |
| 31 | ABBV | Abbvie Inc | -0.2% | -11.61% | 減碼 |
| 32 | HD | Home Depot Inc | -0.2% | — | 不變 |
| 33 | CLX | Clorox Company | -0.2% | -30.54% | 減碼 |
| 34 | ✓ | -0.3% | — | 不變 | |
| 35 | DHI | Dr Horton Inc | -0.3% | — | 不變 |
| 36 | ✓ | -0.3% | -33.93% | 減碼 | |
| 37 | 6D8 | Dupont De Nemours Inc | -0.4% | — | 不變 |
| 38 | EFX | Equifax Inc | -0.4% | -20.90% | 減碼 |
| 39 | BDX | Becton Dickinson And Co | -0.4% | -69.60% | 減碼 |
| 40 | NEM | Newmont CORP | -1% | -83.34% | 減碼 |
| 41 | KR | Kroger Co | -1.2% | -78.41% | 減碼 |
| 42 | ✓ | — | EXIT | 清倉 | |
| 43 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 44 | SCI | Service CORP International | — | NEW | 新建倉 |
| 45 | SNPS | Synopsys Inc | — | EXIT | 清倉 |
| 46 | CALM | Cal-maine Foods Inc | — | NEW | 新建倉 |
| 47 | ✓ | IShares Russell 2000 Index | — | NEW | 新建倉 |
| 48 | KO | Coca-cola Co/the | — | NEW | 新建倉 |
| 49 | ✓ | — | EXIT | 清倉 | |
| 50 | CTSH | Cognizant Tech Solutions-a | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Pettee Investors, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 111 個公開持股部位。
在 Q4 2025 季度，Pettee Investors, Inc. 按市值排列的前三大核心持股分別為： (7.8%)、MSFT (5.1%)、JNJ (4.7%)。其中最大持股部位 佔據整體投資組合約 7.8% 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
Q
市值: US$74.2萬
本季最大獲利了結 / 清倉標的
前期市值: US$128.5萬
在 Q4 2025 季度中，Pettee Investors, Inc. 共進行了 34 項持倉異動，包含新建倉 6 個部位、加碼 10 個部位、減碼 15 個部位以及清倉 3 個部位。 其中最大新建倉標的為 Q。 本季清倉部位包含 。
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。