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: 0001710951
申報總市值
US$33.0億
US$33.0億
104 檔
25.2%
在 Q2 2025 的 13F 官方備案中，Prana Capital Management, LP 管理的美股投資組合規模來到 US$33.0億，整體持股檔數為 104 檔。
在 Q2 2025 期間，Prana Capital Management, LP 展現了靈活的資產再平衡步調，透過出清 26 檔弱勢或達到目標價部位，將資金轉置於 36 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 BLK, AON, BAC）累計市值佔比達 25.2%，是驅動 Prana Capital Management, LP 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BLK | Blackrock Inc | 股票-金融 | 7.48% | -0.53% | +5.57% | |
| 2 | AON | Aon plc | 股票-金融 | 6.58% | -3.18% | EXIT | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 5.96% | +0.54% | +8.54% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 5.57% | -0.16% | +4.57% | |
| 5 | USB | US Bancorp | 股票-金融 | 4.02% | — | +0.07% | |
| 6 | TFC | Truist Financial CORP | 股票-金融 | 3.85% | -0.28% | +81.81% | |
| 7 | ALL | Allstate CORP | 股票-金融 | 3.69% | — | +143.66% | |
| 8 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 3.58% | +0.29% | +77.85% | |
| 9 | C | Citigroup Inc | 股票-金融 | 3.31% | +0.49% | +13.85% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 3.13% | -2.46% | -30.24% | |
| 11 | BRO | Brown & Brown Inc | 股票-金融 | 2.77% | — | — | |
| 12 | NDAQ | Nasdaq Inc | 股票-金融 | 2.57% | +0.24% | -33.20% | |
| 13 | KEY | Keycorp | 股票-金融 | 2.52% | +0.19% | +38.20% | |
| 14 | CFG | Citizens Financial Group | 股票-金融 | 2.42% | +1.83% | +40.92% | |
| 15 | AIG | American International Group | 股票-金融 | 2.08% | -0.47% | -26.86% | |
| 16 | CB | Chubb Limited | 股票-金融 | 1.94% | +4.94% | — | |
| 17 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.69% | -0.37% | -4.07% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.64% | -0.29% | EXIT | |
| 19 | MCO | Moody's CORP | 股票-金融 | 1.45% | -2.47% | EXIT | |
| 20 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.43% | -0.60% | +43.96% | |
| 21 | SEIC | Sei Investments Company | 股票-金融 | 1.42% | -0.74% | +15.19% | |
| 22 | AXP | American Express Co | 股票-金融 | 1.39% | — | -50.73% | |
| 23 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 1.32% | -0.18% | EXIT | |
| 24 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.32% | +0.38% | — | |
| 25 | SPG | Simon Property Group Inc | 股票-房地產 | 1.29% | -0.52% | +27.42% | |
| 26 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.09% | — | -7.12% | |
| 27 | AFL | Aflac Inc | 股票-金融 | 1.08% | — | — | |
| 28 | STT | State Street CORP | 股票-金融 | 1.06% | -0.84% | -34.31% | |
| 29 | RGA | Reinsurance Group Of America | 股票-金融 | 1.06% | +0.59% | -42.10% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.06% | +0.16% | — | |
| 31 | GPN | Global Payments Inc | 股票-工業 | 0.88% | -0.11% | +45.82% | |
| 32 | FIS | Fidelity National Info Serv | 股票-科技 | 0.84% | -0.43% | -36.14% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | — | -31.95% | |
| 34 | TRU | Transunion | 股票-金融 | 0.78% | -0.13% | EXIT | |
| 35 | NTRS | Northern Trust CORP | 股票-金融 | 0.78% | -1.17% | -48.33% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.76% | — | +564.92% | |
| 37 | PFG | Principal Financial Group | 股票-金融 | 0.73% | — | — | |
| 38 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.71% | -0.51% | +295.85% | |
| 39 | SF | Stifel Financial CORP | 股票-金融 | 0.71% | +0.06% | +48.80% | |
| 40 | KKR | Kkr & Co Inc | 股票-金融 | 0.71% | +0.02% | NEW | |
| 41 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.70% | +0.06% | NEW | |
| 42 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.65% | +0.01% | NEW | |
| 43 | CG | Carlyle Group Inc/the | 股票-金融 | 0.62% | +0.08% | +181.66% | |
| 44 | SPGI | S&p Global Inc | 股票-金融 | 0.61% | +1.67% | -40.70% | |
| 45 | IT | Gartner Inc | 股票-科技 | 0.59% | +0.06% | NEW | |
| 46 | WM | Waste Management Inc | 股票-工業 | 0.55% | — | -21.43% | |
| 47 | PRI | Primerica Inc | 股票-金融 | 0.53% | -0.01% | +78.43% | |
| 48 | MSCI | Msci Inc | 股票-金融 | 0.53% | — | -19.85% | |
| 49 | EG | Everest Group, Ltd. | 股票-金融 | 0.46% | -0.20% | +180.36% | |
| 50 | PLD | Prologis Inc | 股票-房地產 | 0.43% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRO | Brown & Brown Inc | +2.8% | NEW | 新建倉 |
| 2 | AON | Aon plc | +2.5% | +104.86% | 加碼 |
| 3 | CB | Chubb Limited | +1.9% | NEW | 新建倉 |
| 4 | ALL | Allstate CORP | +1.9% | +143.66% | 加碼 |
| 5 | TFC | Truist Financial CORP | +1.6% | +81.81% | 加碼 |
| 6 | MCO | Moody's CORP | +1.5% | NEW | 新建倉 |
| 7 | LEN | Lennar Corp-a | +1.3% | NEW | 新建倉 |
| 8 | AFL | Aflac Inc | +1.1% | NEW | 新建倉 |
| 9 | WTW | Willis Towers Watson Public Limited Company | +1.1% | +77.85% | 加碼 |
| 10 | BX | Blackstone Inc | +1.1% | NEW | 新建倉 |
| 11 | PFG | Principal Financial Group | +0.7% | NEW | 新建倉 |
| 12 | OWL | Blue Owl Capital Inc | +0.7% | NEW | 新建倉 |
| 13 | CFG | Citizens Financial Group | +0.6% | +40.92% | 加碼 |
| 14 | KEY | Keycorp | +0.6% | +38.20% | 加碼 |
| 15 | JLL | Jones Lang Lasalle Inc | +0.6% | +90.77% | 加碼 |
| 16 | C | Citigroup Inc | +0.6% | +13.85% | 加碼 |
| 17 | CTSH | Cognizant Tech Solutions-a | +0.5% | +295.85% | 加碼 |
| 18 | IT | Gartner Inc | +0.5% | +614.50% | 加碼 |
| 19 | BAC | Bank Of America CORP | +0.5% | +8.54% | 加碼 |
| 20 | PLD | Prologis Inc | +0.4% | NEW | 新建倉 |
| 21 | FNF | Fidelity National Financial | +0.4% | NEW | 新建倉 |
| 22 | CG | Carlyle Group Inc/the | +0.4% | +181.66% | 加碼 |
| 23 | IBKR | Interactive Brokers Gro-cl A | +0.4% | +564.92% | 加碼 |
| 24 | BJ | Bj's Wholesale Club Holdings | +0.4% | +157.19% | 加碼 |
| 25 | AIZ | Assurant Inc | +0.4% | NEW | 新建倉 |
| 26 | INVH | Invitation Homes Inc | +0.3% | NEW | 新建倉 |
| 27 | BEN | Franklin Resources Inc | +0.3% | NEW | 新建倉 |
| 28 | MS | Morgan Stanley | +0.3% | +15.01% | 加碼 |
| 29 | EVR | Evercore Inc - A | +0.3% | NEW | 新建倉 |
| 30 | EG | Everest Group, Ltd. | +0.3% | +180.36% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | +0.2% | +43.96% | 加碼 |
| 32 | EQH | Equitable Holdings Inc | +0.2% | NEW | 新建倉 |
| 33 | BLK | Blackrock Inc | +0.2% | +5.57% | 加碼 |
| 34 | SF | Stifel Financial CORP | +0.2% | +48.80% | 加碼 |
| 35 | SEIC | Sei Investments Company | +0.2% | +15.19% | 加碼 |
| 36 | PRI | Primerica Inc | +0.2% | +78.43% | 加碼 |
| 37 | JEF | Jefferies Financial Group In | +0.1% | NEW | 新建倉 |
| 38 | PAYX | Paychex Inc | +0.1% | NEW | 新建倉 |
| 39 | NSP | Insperity Inc | +0.1% | NEW | 新建倉 |
| 40 | IVZ | Invesco Ltd. | +0.1% | NEW | 新建倉 |
| 41 | SPG | Simon Property Group Inc | +0.1% | +27.42% | 加碼 |
| 42 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | 新建倉 |
| 43 | ALLY | Ally Financial Inc | +0.1% | NEW | 新建倉 |
| 44 | TRU | Transunion | +0.1% | +17.96% | 加碼 |
| 45 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | +98.08% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | +0.1% | +135.57% | 加碼 |
| 47 | UHS | Universal Health Services-b | +0.1% | NEW | 新建倉 |
| 48 | WCN | Waste Connections Inc | +0.1% | NEW | 新建倉 |
| 49 | FISV | Fiserv Inc | +0.1% | NEW | 新建倉 |
| 50 | LPLA | Lpl Financial Holdings Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Prana Capital Management, LP 在 Q2 2025 季度的美股持倉總市值約為 US$33.0億，共申報了 104 個公開持股部位。
在 Q2 2025 季度，Prana Capital Management, LP 按市值排列的前三大核心持股分別為：BLK (7.5%)、AON (6.6%)、BAC (6.0%)。其中最大持股部位 BLK 佔據整體投資組合約 7.5% 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
BRO
市值: US$7767.5萬
本季最大獲利了結 / 清倉標的
ARES
前期市值: US$2099.7萬
在 Q2 2025 季度中，Prana Capital Management, LP 共進行了 130 項持倉異動，包含新建倉 36 個部位、加碼 37 個部位、減碼 31 個部位以及清倉 26 個部位。 其中最大新建倉標的為 BRO。 本季清倉部位包含 ARES。
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。