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: 0001899753
申報總市值
US$1.5億
US$1.5億
113 檔
23.3%
Pine Haven Investment Counsel, Inc 在 Q1 2025 季度的美股部位總計估值為 US$1.5億，分散於 113 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Pine Haven Investment Counsel, Inc 於 Q1 2025 季度持續回收資金，對 34 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Pine Haven Investment Counsel, Inc 的前 5 大核心持股（包含 MSFT, AAPL, COST 等）合計佔整體申報市值的 23.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 9.38% | -0.66% | -0.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.84% | +0.30% | -1.80% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.34% | -0.56% | -1.25% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.05% | -0.14% | -2.31% | |
| 5 | SBUX | Starbucks CORP | 股票-循環性消費 | 3.46% | +0.15% | -1.36% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.20% | +0.17% | -0.74% | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.74% | -0.32% | -1.48% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.57% | -0.31% | -1.35% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 2.27% | +0.08% | +1.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.15% | +0.36% | -0.78% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | -0.66% | -1.26% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.87% | +0.10% | -0.16% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 1.70% | -0.11% | -0.46% | |
| 14 | DE | Deere & Co | 股票-工業 | 1.68% | +0.06% | -2.65% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.66% | -0.09% | +0.75% | |
| 16 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.55% | -0.02% | -2.36% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 1.39% | -0.04% | +10.36% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.39% | -0.12% | -0.42% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | -0.12% | -1.87% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.17% | -0.24% | -1.84% | |
| 21 | UNP | Union Pacific CORP | 股票-工業 | 1.14% | +0.02% | — | |
| 22 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.13% | -0.24% | -0.93% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.11% | -0.11% | — | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.09% | -0.15% | -2.06% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 1.09% | +0.03% | -1.91% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.03% | -1.99% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.06% | -0.02% | -0.74% | |
| 28 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.97% | — | -5.30% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.90% | -0.05% | -6.77% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | +0.07% | — | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.04% | -2.58% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.85% | +0.17% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.02% | -0.98% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.83% | +1.19% | -3.70% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.82% | +0.03% | — | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.77% | +0.09% | -1.50% | |
| 37 | BLK | Blackrock Inc | 股票-金融 | 0.76% | -0.04% | +0.95% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | -0.02% | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.70% | -0.02% | — | |
| 40 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.69% | -0.01% | -2.07% | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.67% | +0.36% | -3.39% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.67% | -0.19% | -2.85% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.05% | -0.73% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.66% | -0.06% | +9.10% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.65% | -0.13% | -0.76% | |
| 46 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.64% | +0.07% | -3.77% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.10% | -1.32% | |
| 48 | ECL | Ecolab Inc | 股票-原物料 | 0.58% | -0.02% | -3.68% | |
| 49 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 0.57% | +0.01% | -0.23% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.55% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -2.31% | 減碼 |
| 2 | ABBV | Abbvie Inc | +0.5% | -0.74% | 減碼 |
| 3 | ABT | Abbott Laboratories | +0.4% | -1.35% | 減碼 |
| 4 | AMGN | Amgen Inc | +0.3% | -0.46% | 減碼 |
| 5 | SBUX | Starbucks CORP | +0.3% | -1.36% | 減碼 |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | +0.2% | +1.28% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -1.26% | 減碼 |
| 8 | GILD | Gilead Sciences Inc | +0.2% | NEW | 新建倉 |
| 9 | GLD | Spdr Gold Shares | +0.2% | NEW | 新建倉 |
| 10 | PM | Philip Morris International | +0.2% | NEW | 新建倉 |
| 11 | HASI | Ha Sustainable Infrastructur | +0.2% | NEW | 新建倉 |
| 12 | ES | Eversource Energy | +0.2% | NEW | 新建倉 |
| 13 | CVX | Chevron CORP | +0.2% | NEW | 新建倉 |
| 14 | EAGG | Ishares Esg Aware US Aggrega | +0.2% | +10.36% | 加碼 |
| 15 | NTES | Netease Inc-adr | +0.2% | NEW | 新建倉 |
| 16 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | 新建倉 |
| 17 | SCHW | Schwab (charles) CORP | +0.2% | -1.48% | 減碼 |
| 18 | COST | Costco Wholesale CORP | +0.2% | -1.25% | 減碼 |
| 19 | DE | Deere & Co | +0.2% | -2.65% | 減碼 |
| 20 | JNJ | Johnson & Johnson | +0.2% | -1.87% | 減碼 |
| 21 | KO | Coca-cola Co/the | +0.1% | — | 不變 |
| 22 | V | Visa Inc-class A Shares | +0.1% | -1.99% | 減碼 |
| 23 | CI | THE Cigna Group | +0.1% | -1.76% | 減碼 |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +9.10% | 加碼 |
| 25 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.16% | 減碼 |
| 26 | BA | Boeing Co/the | -0.1% | -7.52% | 減碼 |
| 27 | DIS | Walt Disney Co/the | -0.1% | — | 不變 |
| 28 | PAYX | Paychex Inc | -0.1% | -25.12% | 減碼 |
| 29 | ESML | Ishares Esg Aware Msci USA S | -0.1% | -1.50% | 減碼 |
| 30 | PYPL | Paypal Holdings Inc | -0.1% | -5.62% | 減碼 |
| 31 | CAT | Caterpillar Inc | -0.1% | -3.39% | 減碼 |
| 32 | ICSH | Ishares Ultra Short Duration | -0.1% | -18.89% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -0.74% | 減碼 |
| 34 | AMAT | Applied Materials Inc | -0.1% | -3.70% | 減碼 |
| 35 | SAM | Boston Beer Company Inc-a | -0.1% | -24.60% | 減碼 |
| 36 | EMR | Emerson Electric Co | -0.1% | -1.91% | 減碼 |
| 37 | AVGO | Broadcom Inc | -0.1% | -1.79% | 減碼 |
| 38 | CRM | Salesforce Inc | -0.2% | -1.32% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | — | 不變 |
| 40 | TROW | T Rowe Price Group Inc | -0.2% | -3.77% | 減碼 |
| 41 | PCAR | Paccar Inc | -0.2% | EXIT | 清倉 |
| 42 | AMZN | Amazon.com Inc | -0.2% | EXIT | 清倉 |
| 43 | NKE | Nike Inc -cl B | -0.2% | -0.93% | 減碼 |
| 44 | NVDA | Nvidia CORP | -0.2% | -2.58% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.2% | -0.42% | 減碼 |
| 46 | CMG | Chipotle Mexican Grill Inc | -0.3% | -2.36% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.3% | -5.71% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.78% | 減碼 |
| 49 | MSFT | Microsoft CORP | -1% | -0.34% | 減碼 |
| 50 | AAPL | Apple Inc | -1% | -1.80% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pine Haven Investment Counsel, Inc 在 Q1 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 113 個公開持股部位。
在 Q1 2025 季度，Pine Haven Investment Counsel, Inc 按市值排列的前三大核心持股分別為：MSFT (9.4%)、AAPL (7.8%)、COST (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.4% 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
GILD
市值: US$23.6萬
本季最大獲利了結 / 清倉標的
PCAR
前期市值: US$21.0萬
在 Q1 2025 季度中，Pine Haven Investment Counsel, Inc 共進行了 47 項持倉異動，包含新建倉 8 個部位、加碼 3 個部位、減碼 34 個部位以及清倉 2 個部位。 其中最大新建倉標的為 GILD。 本季清倉部位包含 PCAR。
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。