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: 0001665518
申報總市值
US$4.0億
US$4.0億
107 檔
29.4%
根據最新整理的 13F 季度數據集，Physicians Financial Services, Inc. 於 Q3 2024 結束時的管理資產規模為 US$4.0億。該機構在本季度申報了 107 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Physicians Financial Services, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 26 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 29.4%，展現出該機構在 Q3 2024 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 | AAPL | Apple Inc | 股票-科技 | 15.83% | +0.44% | -1.19% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.74% | -0.32% | -1.22% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.45% | -1.28% | -1.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.32% | +0.40% | +0.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.30% | +0.78% | -1.64% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 4.00% | -0.92% | -1.73% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.75% | -0.16% | -0.33% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.28% | -0.22% | +0.10% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.19% | +1.34% | -2.99% | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.05% | -0.23% | -2.31% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.93% | +0.01% | -3.96% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.88% | -0.36% | -1.97% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 1.76% | -0.11% | -3.12% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.75% | -0.63% | +0.43% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.29% | +1.51% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | +0.06% | +2.32% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.47% | -0.03% | -0.89% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.39% | -0.08% | -5.14% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.37% | -0.03% | -3.80% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.34% | -0.28% | -4.00% | |
| 21 | CMI | Cummins Inc | 股票-工業 | 1.27% | +0.37% | -0.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.06% | +0.91% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | -0.09% | -2.81% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.25% | -0.09% | -1.25% | |
| 25 | PH | Parker Hannifin CORP | 股票-工業 | 1.16% | -0.01% | +0.86% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.15% | -0.18% | -1.81% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 1.13% | — | -0.13% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.91% | +0.18% | -2.22% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | +0.14% | +884.50% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 0.84% | — | -6.35% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | +0.30% | +5.76% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.76% | +0.04% | — | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | +0.04% | -3.59% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.04% | -0.72% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | -0.17% | -3.46% | |
| 36 | DE | Deere & Co | 股票-工業 | 0.68% | +0.02% | +1.94% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 0.65% | — | -0.37% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.63% | — | +0.78% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.62% | -0.13% | -1.04% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.61% | -0.12% | +1.42% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.56% | -0.07% | — | |
| 42 | EQIX | Equinix Inc | 股票-房地產 | 0.55% | -0.02% | — | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.27% | — | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 0.51% | -0.02% | -0.08% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.51% | -0.05% | -6.05% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.49% | -0.01% | -2.54% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.01% | -4.53% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.48% | -0.03% | -1.66% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | — | — | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.44% | -0.06% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +0.8% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.7% | -1.19% | 減碼 |
| 3 | RTX | Rtx CORP | +0.6% | NEW | 新建倉 |
| 4 | WMT | Walmart Inc | +0.4% | -1.73% | 減碼 |
| 5 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | 新建倉 |
| 6 | LOW | Lowe's Cos Inc | +0.3% | -2.31% | 減碼 |
| 7 | MCD | Mcdonald's CORP | +0.2% | -1.97% | 減碼 |
| 8 | PH | Parker Hannifin CORP | +0.2% | +0.86% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +0.10% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -2.99% | 減碼 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | -4.00% | 減碼 |
| 12 | MA | Mastercard Inc - A | +0.2% | -0.33% | 減碼 |
| 13 | HD | Home Depot Inc | +0.2% | -0.89% | 減碼 |
| 14 | ORCL | Oracle CORP | +0.2% | -1.25% | 減碼 |
| 15 | MMM | 3m Co | +0.1% | +0.78% | 加碼 |
| 16 | CMI | Cummins Inc | +0.1% | -0.40% | 減碼 |
| 17 | ADP | Automatic Data Processing | +0.1% | -3.96% | 減碼 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -0.72% | 減碼 |
| 19 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | 新建倉 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.91% | 加碼 |
| 21 | EQIX | Equinix Inc | +0.1% | — | 不變 |
| 22 | BBY | Best Buy Co Inc | +0.1% | NEW | 新建倉 |
| 23 | KO | Coca-cola Co/the | +0.1% | -3.80% | 減碼 |
| 24 | DE | Deere & Co | +0.1% | +1.94% | 加碼 |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | +3.41% | 加碼 |
| 26 | V | Visa Inc-class A Shares | 0% | +2.32% | 加碼 |
| 27 | JNJ | Johnson & Johnson | 0% | -2.81% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | -3.59% | 減碼 |
| 29 | DUK | Duke Energy CORP | 0% | -3.46% | 減碼 |
| 30 | PM | Philip Morris International | 0% | — | 不變 |
| 31 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
| 32 | NKE | Nike Inc -cl B | 0% | -2.99% | 減碼 |
| 33 | COST | Costco Wholesale CORP | 0% | +1.51% | 加碼 |
| 34 | ITW | Illinois Tool Works | 0% | -0.08% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -4.84% | 減碼 |
| 36 | FISV | Fiserv Inc | -0.1% | EXIT | 清倉 |
| 37 | SNPS | Synopsys Inc | -0.1% | EXIT | 清倉 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -6.35% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.1% | -0.13% | 減碼 |
| 40 | CVX | Chevron CORP | -0.2% | +0.43% | 加碼 |
| 41 | EW | Edwards Lifesciences CORP | -0.2% | EXIT | 清倉 |
| 42 | QCOM | Qualcomm Inc | -0.2% | -2.22% | 減碼 |
| 43 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 44 | APD | Air Products & Chemicals Inc | -0.3% | EXIT | 清倉 |
| 45 | NVDA | Nvidia CORP | -0.4% | -1.22% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.5% | +0.08% | 加碼 |
| 47 | RTN1USD | Raytheon Company | -0.5% | EXIT | 清倉 |
| 48 | MSFT | Microsoft CORP | -0.6% | -1.22% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -1.64% | 減碼 |
| 50 | BA | Boeing Co/the | -1% | -86.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Physicians Financial Services, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$4.0億，共申報了 107 個公開持股部位。
在 Q3 2024 季度，Physicians Financial Services, Inc. 按市值排列的前三大核心持股分別為：AAPL (15.8%)、MSFT (5.7%)、NVDA (5.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 15.8% 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
ETN
市值: US$244.1萬
本季最大獲利了結 / 清倉標的
RTN1USD
前期市值: US$149.4萬
在 Q3 2024 季度中，Physicians Financial Services, Inc. 共進行了 47 項持倉異動，包含新建倉 5 個部位、加碼 10 個部位、減碼 26 個部位以及清倉 6 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 RTN1USD。
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。