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: 0001076964
申報總市值
US$10.3億
US$10.3億
81 檔
33.9%
根據最新整理的 13F 季度數據集，Provident Investment Management, Inc. 於 Q3 2025 結束時的管理資產規模為 US$10.3億。該機構在本季度申報了 81 檔美股持倉，呈現出該時期的主要投資地圖。
Provident Investment Management, Inc. 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 13 個全新部位及加碼 8 檔持股的同時，亦同步清倉 5 檔並減碼 22 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 V, MSFT, BLK）占據了總市值的 33.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BLK
市值: US$6274.9萬
本季最大獲利了結 / 清倉標的
ADBE
前期市值: US$2639.0萬
| # | 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 | V | Visa Inc-class A Shares | 股票-金融 | 7.52% | +0.45% | -5.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.30% | -0.34% | -5.08% | |
| 3 | BLK | Blackrock Inc | 股票-金融 | 5.54% | -0.36% | -5.77% | |
| 4 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 5.30% | +0.24% | -3.34% | |
| 5 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 5.14% | -1.09% | -16.48% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.10% | +0.82% | -4.22% | |
| 7 | CPRT | Copart Inc | 股票-工業 | 4.91% | -0.03% | -3.93% | |
| 8 | CPAY | Corpay Inc | 股票-科技 | 4.78% | +0.31% | -9.62% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.46% | -4.26% | -14.67% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 4.42% | -4.49% | -3.91% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.28% | -1.10% | -3.73% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.22% | +0.27% | -4.08% | |
| 13 | CACI | Caci International Inc -cl A | 股票-科技 | 4.17% | -1.02% | -2.24% | |
| 14 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 3.85% | -2.82% | -3.66% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 3.65% | -0.15% | -0.03% | |
| 16 | FAST | Fastenal Co | 股票-工業 | 3.58% | +0.01% | -6.68% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.33% | -2.51% | -0.83% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 3.13% | -0.05% | EXIT | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.02% | +1.51% | — | |
| 20 | TT | Trane Technologies plc | 股票-工業 | 2.38% | +0.27% | -0.66% | |
| 21 | GLW | Corning Inc | 股票-科技 | 1.95% | +2.11% | — | |
| 22 | CART | Maplebear Inc | 股票-循環性消費 | 1.59% | — | — | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 0.95% | -0.02% | -69.35% | |
| 24 | PNTG | Pennant Group Inc/the | 股票-其他 | 0.59% | +0.39% | — | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 0.41% | -0.03% | -12.15% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.27% | -0.05% | -9.17% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.24% | +0.01% | -1.11% | |
| 28 | ROP | Roper Technologies Inc | 股票-科技 | 0.24% | -0.01% | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | -0.05% | — | |
| 30 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.14% | -0.02% | — | |
| 31 | NTRS | Northern Trust CORP | 股票-金融 | 0.13% | +0.02% | — | |
| 32 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.13% | -0.01% | — | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.12% | — | +1.18% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.12% | +0.03% | -27.75% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.12% | -0.02% | +1.41% | |
| 36 | NOC | Northrop Grumman CORP | 股票-工業 | 0.12% | -0.04% | -2.70% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.12% | +0.65% | -11.64% | |
| 38 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.11% | +0.01% | -5.74% | |
| 39 | ESNT | Essent Group Ltd. | 股票-金融 | 0.11% | +0.01% | +0.77% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.10% | +0.01% | — | |
| 41 | TFC | Truist Financial CORP | 股票-金融 | 0.10% | -0.02% | +3.40% | |
| 42 | DG | Dollar General CORP | 股票-非循環性消費 | 0.09% | -0.01% | -0.06% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.09% | -0.03% | +1.28% | |
| 44 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.09% | -0.14% | EXIT | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.09% | +0.06% | — | |
| 46 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.09% | — | +1.25% | |
| 47 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.08% | — | +4.44% | |
| 48 | MTN | Vail Resorts Inc | 股票-循環性消費 | 0.08% | — | +1.57% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.08% | -0.01% | — | |
| 50 | VICI | Vici Properties Inc | 股票-房地產 | 0.07% | -0.01% | +1.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +3.1% | -0.83% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +2% | -3.73% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.4% | -5.08% | 減碼 |
| 4 | CACI | Caci International Inc -cl A | +1.2% | -2.24% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.5% | -4.08% | 加碼 |
| 6 | TTWO | Take-two Interactive Softwre | +0.4% | -3.66% | 減碼 |
| 7 | ORLY | O'reilly Automotive Inc | +0.2% | -0.03% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.1% | -11.64% | 減碼 |
| 9 | QUAL | Ishares Msci USA Quality Fac | 0% | -1.11% | 加碼 |
| 10 | NTRS | Northern Trust CORP | 0% | — | 不變 |
| 11 | ABBV | Abbvie Inc | 0% | +1.18% | 加碼 |
| 12 | ESS | Essex Property Trust Inc | 0% | -5.74% | 減碼 |
| 13 | CL | Colgate-palmolive Co | 0% | -11.63% | 減碼 |
| 14 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -20.71% | 減碼 |
| 15 | ROP | Roper Technologies Inc | -0.1% | — | 不變 |
| 16 | MCD | Mcdonald's CORP | -0.1% | -9.17% | 減碼 |
| 17 | DHI | Dr Horton Inc | -0.1% | -49.43% | 減碼 |
| 18 | AAPL | Apple Inc | -0.1% | -1.01% | 減碼 |
| 19 | SPGI | S&p Global Inc | -0.1% | -12.15% | 減碼 |
| 20 | SCHW | Schwab (charles) CORP | -0.1% | -14.67% | 減碼 |
| 21 | BKNG | Booking Holdings Inc | -0.6% | -16.48% | 減碼 |
| 22 | ICE | Intercontinental Exchange In | -0.7% | -3.91% | 減碼 |
| 23 | GOOG | Alphabet Inc-cl C | -0.8% | -4.22% | 減碼 |
| 24 | FISV | Fiserv Inc | -1.2% | -3.02% | 加碼 |
| 25 | V | Visa Inc-class A Shares | -1.3% | -5.47% | 減碼 |
| 26 | UBER | Uber Technologies Inc | -1.3% | -69.35% | 減碼 |
| 27 | VRTX | Vertex Pharmaceuticals Inc | -1.8% | -3.34% | 減碼 |
| 28 | CPRT | Copart Inc | -2% | -3.93% | 減碼 |
| 29 | CPAY | Corpay Inc | -2.1% | -9.62% | 減碼 |
| 30 | ALGN | Align Technology Inc | -2.2% | -96.80% | 減碼 |
| 31 | FAST | Fastenal Co | -2.5% | -6.68% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -4.3% | -30.88% | 減碼 |
| 33 | BLK | Blackrock Inc | — | NEW | 新建倉 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 35 | TT | Trane Technologies plc | — | NEW | 新建倉 |
| 36 | ADBE | Adobe Inc | — | EXIT | 清倉 |
| 37 | GLW | Corning Inc | — | NEW | 新建倉 |
| 38 | CART | Maplebear Inc | — | NEW | 新建倉 |
| 39 | PNTG | Pennant Group Inc/the | — | NEW | 新建倉 |
| 40 | AMGN | Amgen Inc | — | NEW | 新建倉 |
| 41 | NXST | Nexstar Media Group Inc | — | EXIT | 清倉 |
| 42 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建倉 |
| 43 | LKQ | Lkq CORP | — | EXIT | 清倉 |
| 44 | GSK | Gsk Plc-spon Adr | — | EXIT | 清倉 |
| 45 | SBUX | Starbucks CORP | — | NEW | 新建倉 |
| 46 | BALL | Ball CORP | — | EXIT | 清倉 |
| 47 | APP | Applovin Corp-class A | — | NEW | 新建倉 |
| 48 | PECO | Phillips Edison & Company In | — | NEW | 新建倉 |
| 49 | SYY | Sysco CORP | — | NEW | 新建倉 |
| 50 | OKE | Oneok Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Provident Investment Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 81 個公開持股部位。
在 Q3 2025 季度，Provident Investment Management, Inc. 按市值排列的前三大核心持股分別為：V (7.5%)、MSFT (7.3%)、BLK (5.5%)。其中最大持股部位 V 佔據整體投資組合約 7.5% 的權重。
在 Q3 2025 季度中，Provident Investment Management, Inc. 共進行了 48 項持倉異動，包含新建倉 13 個部位、加碼 8 個部位、減碼 22 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 ADBE。
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。