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: 0002059321
申報總市值
US$13.8億
US$13.8億
202 檔
24.9%
PKO Investment Management Joint-Stock Co 在 Q3 2025 季度的美股部位總計估值為 US$13.8億，分散於 202 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2025 數據顯示 PKO Investment Management Joint-Stock Co 積極進場，新開立 12 個部位並同步加碼 24 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 IVV, NVDA, MSFT）累計市值佔比達 24.9%，是驅動 PKO Investment Management Joint-Stock Co 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
B
市值: US$2319.8萬
本季最大獲利了結 / 清倉標的
QQQM
前期市值: US$4246.4萬
僅顯示前 200 大持股（共 202 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 11.74% | +0.20% | +31.05% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.29% | +0.58% | +14.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.87% | -0.53% | +34.15% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.24% | -0.17% | -12.56% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.19% | -0.08% | +21.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.87% | -0.07% | -13.75% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.82% | +0.14% | +25.00% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.71% | +0.03% | +7.25% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.45% | -0.75% | +6.86% | |
| 10 | NEM | Newmont CORP | 股票-原物料 | 2.38% | -0.74% | -0.24% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 2.11% | -0.38% | +5.01% | |
| 12 | B | Barrick Mining CORP | 股票-原物料 | 1.98% | -0.50% | +1.83% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.50% | +30.43% | |
| 14 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.74% | -0.24% | -0.27% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.43% | -0.30% | +33.33% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | -0.13% | +34.78% | |
| 17 | FNV | Franco-nevada CORP | 股票-原物料 | 1.19% | -0.39% | +9.60% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.11% | -0.15% | +16.86% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.04% | -0.30% | +28.85% | |
| 20 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 1.02% | -0.35% | -2.89% | |
| 21 | KGC | Kinross Gold CORP | 股票-原物料 | 0.95% | -0.36% | +1.12% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 0.93% | -0.24% | +9.64% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | -0.02% | -3.47% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | -0.43% | -7.59% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.80% | +1.32% | -10.77% | |
| 26 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.80% | -0.19% | -22.00% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.73% | +0.10% | -8.18% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 0.72% | +0.20% | +76.92% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | -0.04% | -4.24% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | +0.01% | -8.96% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.70% | +0.03% | +166.67% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.67% | -0.04% | +52.18% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.30% | +2.07% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | +0.04% | +18.52% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | +0.65% | +2.86% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | +0.07% | -31.25% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.59% | -0.36% | EXIT | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.09% | +18.75% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | +0.09% | +26.67% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | +0.16% | -32.35% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | -0.05% | +46.67% | |
| 42 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.54% | -0.10% | -40.43% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | -0.01% | -7.11% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.51% | +0.04% | +57.14% | |
| 45 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.50% | -0.24% | +78.57% | |
| 46 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 0.47% | -0.30% | +2.27% | |
| 47 | PAAS | Pan American Silver CORP | 股票-原物料 | 0.47% | -0.24% | +10.10% | |
| 48 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.46% | -0.07% | — | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | -0.05% | +5.40% | |
| 50 | MRVL | Marvell Technology Inc | 股票-科技 | 0.43% | +0.21% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +14.48% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | +25.00% | 減碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.7% | +28.85% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.6% | +9.64% | 加碼 |
| 5 | NFLX | Netflix Inc | +0.6% | +33.33% | 加碼 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.6% | +6.86% | 加碼 |
| 7 | ISRG | Intuitive Surgical Inc | +0.6% | +16.86% | 加碼 |
| 8 | NEM | Newmont CORP | +0.5% | -0.24% | 減碼 |
| 9 | META | Meta Platforms Inc-class A | +0.5% | +30.43% | 加碼 |
| 10 | AAPL | Apple Inc | +0.5% | -12.56% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.4% | +34.15% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.4% | +5.01% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.4% | +21.43% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +26.67% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | -13.75% | 減碼 |
| 16 | ABBV | Abbvie Inc | +0.3% | -8.96% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.3% | +322.22% | 加碼 |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -14.81% | 加碼 |
| 19 | ADP | Automatic Data Processing | +0.3% | +46.67% | 加碼 |
| 20 | FNV | Franco-nevada CORP | +0.3% | +9.60% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.3% | -4.24% | 加碼 |
| 22 | INTU | Intuit Inc | +0.3% | +166.67% | 加碼 |
| 23 | BKNG | Booking Holdings Inc | +0.3% | +57.14% | 加碼 |
| 24 | CDE | Coeur Mining Inc | +0.2% | -6.10% | 加碼 |
| 25 | KGC | Kinross Gold CORP | +0.2% | +1.12% | 減碼 |
| 26 | GFI | Gold Fields Ltd-spons Adr | +0.2% | -2.89% | 減碼 |
| 27 | MELI | Mercadolibre Inc | +0.2% | +78.57% | 加碼 |
| 28 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.27% | 減碼 |
| 29 | COST | Costco Wholesale CORP | — | +34.78% | 加碼 |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | +7.25% | 加碼 |
| 31 | ADI | Analog Devices Inc | -0.4% | -28.57% | 減碼 |
| 32 | LRCX | Lam Research CORP | -0.4% | — | 減碼 |
| 33 | REGN | Regeneron Pharmaceuticals | -0.6% | -40.43% | 減碼 |
| 34 | EEM | Ishares Msci Emerging Market | -0.6% | +52.18% | 減碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | -1.3% | +31.05% | 加碼 |
| 36 | QQQM | Invesco Nasdaq 100 ETF | — | EXIT | 清倉 |
| 37 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | EXIT | 清倉 |
| 38 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 39 | ABX | Barrick Gold CORP | — | EXIT | 清倉 |
| 40 | TMUS | T-mobile US Inc | — | NEW | 新建倉 |
| 41 | SHOP | Shopify Inc - Class A | — | NEW | 新建倉 |
| 42 | MSTR | Strategy Inc | — | NEW | 新建倉 |
| 43 | ROP | Roper Technologies Inc | — | NEW | 新建倉 |
| 44 | CTAS | Cintas CORP | — | NEW | 新建倉 |
| 45 | AXON | Axon Enterprise Inc | — | NEW | 新建倉 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | 新建倉 |
| 47 | SBUX | Starbucks CORP | — | NEW | 新建倉 |
| 48 | CDNS | Cadence Design Sys Inc | — | NEW | 新建倉 |
| 49 | SNPS | Synopsys Inc | — | NEW | 新建倉 |
| 50 | MDLZ | Mondelez International Inc-a | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，PKO Investment Management Joint-Stock Co 在 Q3 2025 季度的美股持倉總市值約為 US$13.8億，共申報了 202 個公開持股部位。
在 Q3 2025 季度，PKO Investment Management Joint-Stock Co 按市值排列的前三大核心持股分別為：IVV (11.7%)、NVDA (5.3%)、MSFT (4.9%)。其中最大持股部位 IVV 佔據整體投資組合約 11.7% 的權重。
在 Q3 2025 季度中，PKO Investment Management Joint-Stock Co 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 24 個部位、減碼 11 個部位以及清倉 3 個部位。 其中最大新建倉標的為 B。 本季清倉部位包含 QQQM。
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。
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。
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。