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
31.4%
截至 Q2 2025 季度末，Physicians Financial Services, Inc. 的美股持倉估值約為 US$4.0億，全數申報部位共有 107 檔。
在 Q2 2025，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 4 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, NVDA, AMZN）占據了總市值的 31.4%，展現出該機構在 Q2 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 | AAPL | Apple Inc | 股票-科技 | 13.20% | +0.44% | -2.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.81% | -1.28% | +1.31% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.54% | +0.40% | -1.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.30% | -0.32% | -1.87% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 4.64% | -0.92% | -1.35% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.11% | +0.78% | -3.27% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.06% | -0.16% | -0.41% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.89% | -0.22% | +0.73% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.24% | +1.34% | +0.31% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.09% | +0.01% | — | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.94% | -0.29% | +3.46% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.06% | -2.71% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.77% | -0.36% | -0.49% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.68% | -0.63% | -0.63% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.57% | -0.09% | — | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.51% | -0.23% | -5.97% | |
| 17 | AMGN | Amgen Inc | 股票-醫療保健 | 1.45% | -0.11% | -1.10% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | +0.14% | +2.52% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.30% | -0.03% | -0.21% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | -0.06% | -0.11% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.29% | -0.03% | -1.92% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 1.23% | -0.17% | +15.19% | |
| 23 | CMI | Cummins Inc | 股票-工業 | 1.23% | +0.37% | -1.30% | |
| 24 | PH | Parker Hannifin CORP | 股票-工業 | 1.22% | -0.01% | +0.17% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | -0.08% | -2.15% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | -0.09% | -3.77% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 1.04% | -0.28% | -0.26% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | +0.04% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | +0.30% | +8.54% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.90% | — | +0.59% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.18% | -3.11% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.80% | +0.18% | -1.47% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.78% | +0.02% | — | |
| 34 | ETN | Eaton Corporation plc | 股票-工業 | 0.71% | +0.04% | -0.98% | |
| 35 | MMM | 3m Co | 股票-工業 | 0.67% | — | -0.67% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.27% | -1.37% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.04% | -0.41% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | +0.01% | -0.33% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.63% | -0.07% | -2.85% | |
| 40 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.52% | -0.13% | +2.17% | |
| 41 | ITW | Illinois Tool Works | 股票-工業 | 0.48% | -0.02% | +1.17% | |
| 42 | EQIX | Equinix Inc | 股票-房地產 | 0.47% | -0.02% | — | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.46% | -0.03% | -1.56% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.45% | -0.01% | -1.69% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.44% | +0.14% | — | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | -0.19% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | +0.07% | -2.45% | |
| 48 | FDX | Fedex CORP | 股票-工業 | 0.41% | -0.12% | -3.18% | |
| 49 | NFLX | Netflix Inc | 股票-通訊服務 | 0.40% | -0.08% | +51.75% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | — | +0.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +2.1% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +1.9% | +1.31% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.1% | -1.87% | 減碼 |
| 4 | META | Meta Platforms Inc-class A | +0.5% | +0.73% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.5% | — | 不變 |
| 6 | AVGO | Broadcom Inc | +0.5% | +2.52% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.4% | -1.27% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.2% | +0.31% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.2% | +51.75% | 加碼 |
| 10 | GEV | GE Vernova Inc | +0.2% | +49.78% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.2% | +64.60% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | -1.35% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.27% | 減碼 |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.98% | 減碼 |
| 15 | AXP | American Express Co | +0.1% | +27.82% | 加碼 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | — | 不變 |
| 17 | PH | Parker Hannifin CORP | +0.1% | +0.17% | 加碼 |
| 18 | FDS | Factset Research Systems Inc | +0.1% | NEW | 新建倉 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.33% | 減碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | -11.67% | 減碼 |
| 21 | GNRC | Generac Holdings Inc | +0.1% | NEW | 新建倉 |
| 22 | NSC | Norfolk Southern CORP | +0.1% | NEW | 新建倉 |
| 23 | DUK | Duke Energy CORP | +0.1% | +15.19% | 加碼 |
| 24 | AMD | Advanced Micro Devices | 0% | -11.65% | 減碼 |
| 25 | TXN | Texas Instruments Inc | 0% | — | 不變 |
| 26 | COST | Costco Wholesale CORP | 0% | +3.46% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | 0% | -1.37% | 減碼 |
| 28 | DE | Deere & Co | 0% | — | 不變 |
| 29 | COLM | Columbia Sportswear Co | -0.1% | EXIT | 清倉 |
| 30 | PFE | Pfizer Inc | -0.1% | -30.90% | 減碼 |
| 31 | GPC | Genuine Parts Co | -0.1% | -49.35% | 減碼 |
| 32 | CLX | Clorox Company | -0.1% | -11.04% | 減碼 |
| 33 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | EXIT | 清倉 |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | — | 不變 |
| 35 | BDX | Becton Dickinson And Co | -0.1% | -35.71% | 減碼 |
| 36 | SJM | Jm Smucker Co/the | -0.1% | EXIT | 清倉 |
| 37 | VZ | Verizon Communications Inc | -0.1% | -27.76% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.1% | -0.41% | 減碼 |
| 39 | MA | Mastercard Inc - A | -0.1% | -0.41% | 減碼 |
| 40 | HON | Honeywell International Inc | -0.2% | -69.49% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -2.15% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.2% | -3.11% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -3.77% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.11% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.3% | -0.49% | 減碼 |
| 46 | LOW | Lowe's Cos Inc | -0.3% | -5.97% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.3% | -1.10% | 減碼 |
| 48 | CVX | Chevron CORP | -0.4% | -0.63% | 減碼 |
| 49 | ADM | Archer-daniels-midland Co | -2.3% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -2.4% | -2.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Physicians Financial Services, Inc. 在 Q2 2025 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 Q2 2025 季度，Physicians Financial Services, Inc. 按市值排列的前三大核心持股分別為：AAPL (13.2%)、NVDA (6.8%)、AMZN (6.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.2% 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
ADP
市值: US$702.6萬
本季最大獲利了結 / 清倉標的
ADM
前期市值: US$706.3萬
在 Q2 2025 季度中，Physicians Financial Services, Inc. 共進行了 45 項持倉異動，包含新建倉 4 個部位、加碼 11 個部位、減碼 26 個部位以及清倉 4 個部位。 其中最大新建倉標的為 ADP。 本季清倉部位包含 ADM。
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。