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: 0001539041
申報總市值
US$135.2億
US$135.2億
931 檔
17.0%
在 Q1 2025 申報期間，Picton Mahoney Asset Management（CIK: 0001539041）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$135.2億，共持有 931 個公開申報部位。
Q1 2025 數據顯示 Picton Mahoney Asset Management 積極進場，新開立 64 個部位並同步加碼 51 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 TLT, TLT, INVESCO QQQ TRUST）累計市值佔比達 17.0%，是驅動 Picton Mahoney Asset Management 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 931 檔）
| # | 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 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 16.30% | — | +140.00% | |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 10.87% | — | +166.67% | |
| 3 | ✓ | Invesco Qqq Trust | 股票-其他 | 4.84% | — | — | |
| 4 | ✓ | Ishares Tr | 股票-其他 | 3.85% | — | +55.00% | |
| 5 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 3.73% | — | -51.93% | |
| 6 | ✓ | Ishares Tr | 股票-其他 | 1.74% | — | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.11% | +1.22% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | — | +10.48% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.22% | +0.01% | +51.01% | |
| 10 | SNOW | Snowflake Inc. | 股票-科技 | 1.16% | — | — | |
| 11 | ✓ | Atlassian Corporation | 股票-其他 | 0.86% | — | — | |
| 12 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 0.83% | — | +506844.44% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | +0.08% | -8.79% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.07% | +37.29% | |
| 15 | KEL | Kellanova | 股票-其他 | 0.76% | — | -24.98% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.75% | +0.18% | +256.37% | |
| 17 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.65% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | +0.29% | +77.58% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | +0.20% | +11.55% | |
| 20 | FYBR | Frontier Communications Pare | 股票-其他 | 0.57% | — | +27.32% | |
| 21 | ✓ | Kkr & Co Inc | 股票-其他 | 0.56% | — | — | |
| 22 | PGR | Progressive CORP | 股票-金融 | 0.55% | +0.01% | NEW | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | +0.08% | +16.38% | |
| 24 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.51% | -0.01% | EXIT | |
| 25 | HES | Hess CORP | 股票-其他 | 0.51% | — | — | |
| 26 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.50% | — | +21.49% | |
| 27 | APP | AppLovin Corporation | 股票-科技 | 0.48% | — | +34.62% | |
| 28 | RGA | Reinsurance Group Of America | 股票-金融 | 0.47% | +0.01% | -0.91% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.46% | -0.05% | +18.32% | |
| 30 | MET | Metlife Inc | 股票-金融 | 0.45% | — | NEW | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | — | +404.95% | |
| 32 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.44% | -0.06% | +8.92% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.43% | -0.14% | — | |
| 34 | CHWY | Chewy Inc - Class A | 股票-循環性消費 | 0.43% | -0.05% | EXIT | |
| 35 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.43% | +0.03% | +1.03% | |
| 36 | ✓ | Kellanova | 股票-其他 | 0.43% | — | +20.00% | |
| 37 | ZTS | Zoetis Inc. | 股票-醫療保健 | 0.43% | — | — | |
| 38 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.42% | -0.07% | +0.37% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.03% | +23.48% | |
| 40 | NET | Cloudflare, Inc. | 股票-科技 | 0.39% | — | — | |
| 41 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.38% | -0.12% | +19.28% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.38% | +0.01% | +42.08% | |
| 43 | UNM | Unum Group | 股票-金融 | 0.38% | — | +125.62% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.38% | +0.01% | +9.17% | |
| 45 | ARES | Ares Management Corporation | 股票-金融 | 0.38% | — | — | |
| 46 | BERYEUR | Berry Global Group Inc | 股票-其他 | 0.38% | — | +292.81% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | +0.17% | +61.33% | |
| 48 | CVNA | Carvana Co. | 股票-循環性消費 | 0.36% | — | — | |
| 49 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 0.36% | — | — | |
| 50 | AON | Aon plc | 股票-金融 | 0.35% | -0.07% | -9.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | +8.3% | +140.00% | 加碼 |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | +6.1% | +166.67% | 加碼 |
| 3 | ITCIEUR | Intra-cellular Therapies Inc | +0.8% | +506844.44% | 加碼 |
| 4 | SPLV | Invesco S&p 500 Low Volatili | +0.5% | +256.37% | 加碼 |
| 5 | WFC | Wells Fargo & Co | +0.3% | +404.95% | 加碼 |
| 6 | BERYEUR | Berry Global Group Inc | +0.3% | +292.81% | 加碼 |
| 7 | ✓ | Ishares Tr | +0.2% | +55.00% | 加碼 |
| 8 | CAH | Cardinal Health Inc | +0.2% | +1032740.00% | 加碼 |
| 9 | UNM | Unum Group | +0.2% | +125.62% | 加碼 |
| 10 | PG | Procter & Gamble Co/the | +0.2% | +153.55% | 加碼 |
| 11 | WDAY | Workday Inc-class A | +0.2% | +989875.00% | 加碼 |
| 12 | PFSI | Pennymac Financial Services | +0.2% | +12632.86% | 加碼 |
| 13 | COF | Capital One Financial CORP | +0.2% | +9602.00% | 加碼 |
| 14 | AAPL | Apple Inc | +0.1% | +51.01% | 加碼 |
| 15 | ADI | Analog Devices Inc | +0.1% | +2848.36% | 加碼 |
| 16 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +1514.56% | 加碼 |
| 17 | DRI | Darden Restaurants Inc | +0.1% | +111.35% | 加碼 |
| 18 | VCYT | Veracyte Inc | +0.1% | +3824.89% | 加碼 |
| 19 | MLI | Mueller Industries Inc | +0.1% | +1539.73% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +77.58% | 加碼 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +511600.00% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +61.33% | 加碼 |
| 23 | EVRG | Evergy Inc | +0.1% | +147.07% | 加碼 |
| 24 | TPR | Tapestry Inc | +0.1% | +2174.22% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +37.29% | 加碼 |
| 26 | PFGC | Performance Food Group Co | +0.1% | +134.41% | 加碼 |
| 27 | HD | Home Depot Inc | +0.1% | +64.25% | 加碼 |
| 28 | BA | Boeing Co/the | +0.1% | +83.36% | 加碼 |
| 29 | JNP | Juniper Networks Inc | +0.1% | +138.84% | 加碼 |
| 30 | CHRD | Chord Energy CORP | +0.1% | +528537.50% | 加碼 |
| 31 | TWLO | Twilio Inc - A | +0.1% | +82.98% | 加碼 |
| 32 | ATSG* | Air Transport Services Group | +0.1% | +81.87% | 加碼 |
| 33 | NTGR | Netgear Inc | +0.1% | +4835.70% | 加碼 |
| 34 | FYBR | Frontier Communications Pare | +0.1% | +27.32% | 加碼 |
| 35 | TJX | Tjx Companies Inc | +0.1% | +42.08% | 加碼 |
| 36 | PPL | Ppl CORP | +0.1% | +27.55% | 加碼 |
| 37 | VTR | Ventas Inc | +0.1% | +23.10% | 加碼 |
| 38 | SPOT | Spotify Technology S.A. | +0.1% | +8.92% | 加碼 |
| 39 | CLH | Clean Harbors Inc | +0.1% | +73.04% | 加碼 |
| 40 | ✓ | Cyberark Software LTD. Cmn | 0% | +43.04% | 加碼 |
| 41 | NET | Cloudflare Inc - Class A | 0% | +34.71% | 加碼 |
| 42 | LLY | Eli Lilly & Co | 0% | +16.38% | 加碼 |
| 43 | ESGRP | Enstar Group Limited - Deposita | 0% | +21.49% | 加碼 |
| 44 | TRGP | Targa Resources CORP | 0% | +19.58% | 加碼 |
| 45 | RBC | RBC Bearings Inc | 0% | +19.43% | 加碼 |
| 46 | HES | Hess CORP | 0% | — | 不變 |
| 47 | ✓ | Kellanova | 0% | +20.00% | 加碼 |
| 48 | BSX | Boston Scientific CORP | — | +4.75% | 加碼 |
| 49 | HWM | Howmet Aerospace Inc | — | +0.37% | 加碼 |
| 50 | LPLA | Lpl Financial Holdings Inc | — | +19.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Picton Mahoney Asset Management 在 Q1 2025 季度的美股持倉總市值約為 US$135.2億，共申報了 931 個公開持股部位。
在 Q1 2025 季度，Picton Mahoney Asset Management 按市值排列的前三大核心持股分別為：TLT (16.3%)、TLT (10.9%)、INVESCO QQQ TRUST (4.8%)。其中最大持股部位 TLT 佔據整體投資組合約 16.3% 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
INVESCO QQQ TRUST
市值: US$2.8億
本季最大獲利了結 / 清倉標的
TSLA
前期市值: US$2.2億
在 Q1 2025 季度中，Picton Mahoney Asset Management 共進行了 199 項持倉異動，包含新建倉 64 個部位、加碼 51 個部位、減碼 29 個部位以及清倉 55 個部位。 其中最大新建倉標的為 INVESCO QQQ TRUST。 本季清倉部位包含 TSLA。
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。