13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0000925953
申报总市值
US$3.5亿
US$3.5亿
126 檔
33.6%
在 Q4 2025 申报期间，Investment Advisory Services Inc /tx /adv（CIK: 0000925953）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.5亿，共持有 126 个公开申报仓位。
Investment Advisory Services Inc /tx /adv 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 16 档持股的同时，亦同步清仓 5 档并减仓 23 档标的。
在资产配置集中度方面，Investment Advisory Services Inc /tx /adv 的前 5 大核心持股（包含 VIG, QQQ, MSFT 等）合计占整体申报市值的 33.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.17% | +0.17% | +1.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.23% | +1.85% | +0.41% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.66% | -0.43% | -2.51% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.44% | -1.12% | -1.06% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.98% | +0.11% | -2.67% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.54% | -0.69% | -1.44% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.35% | -0.23% | -3.67% | |
| 8 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 2.38% | +0.47% | +7.84% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.25% | -0.09% | -11.94% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.22% | +0.20% | -0.98% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.89% | -0.73% | -3.79% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.81% | +0.08% | -0.67% | |
| 13 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 1.80% | +0.15% | +7.70% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | -0.12% | -1.65% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +0.02% | -2.56% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.64% | -0.38% | -3.67% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.47% | +0.03% | -0.79% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.46% | +0.02% | -0.47% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.35% | -0.07% | -1.06% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.14% | +0.31% | +100.00% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.10% | +0.03% | -0.65% | |
| 22 | SYK | Stryker CORP | 股票-医疗保健 | 1.08% | -0.13% | +0.03% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.04% | -0.04% | -2.63% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.04% | -0.08% | -2.73% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | +0.05% | +2.52% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.99% | -0.24% | +99.40% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | +0.12% | -1.93% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.89% | -0.02% | +4.88% | |
| 29 | CTRA | Coterra Energy Inc | 股票-能源 | 0.86% | -1.16% | EXIT | |
| 30 | CGUS | Cap Group Core Equity | ETF-其他 | 0.82% | +0.11% | +3.89% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.32% | -0.92% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.78% | -0.08% | -1.00% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.75% | -0.09% | -1.59% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.75% | -0.12% | -3.96% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.74% | +0.15% | +4.16% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | -0.06% | -9.36% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | -0.13% | -0.65% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | +0.10% | +10.90% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | +0.04% | -1.93% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.69% | +0.24% | -2.13% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.60% | -0.13% | -7.68% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | +0.02% | -7.12% | |
| 43 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 0.58% | +0.48% | +8.78% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.55% | -0.04% | +0.34% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +0.06% | -5.40% | |
| 46 | MCK | Mckesson CORP | 股票-医疗保健 | 0.51% | -0.12% | — | |
| 47 | FDX | Fedex CORP | 股票-工业 | 0.50% | -0.12% | +0.02% | |
| 48 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.50% | +0.34% | +11.18% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | +0.03% | -6.35% | |
| 50 | CMI | Cummins Inc | 股票-工业 | 0.46% | +0.10% | +0.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +1.06% | 加仓 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.41% | 加仓 |
| 3 | WMT | Walmart Inc | +0.2% | -1.44% | 减仓 |
| 4 | FFLG | Fidelity Fndmntl L/c Grw ETF | +0.2% | +7.84% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.93% | 减仓 |
| 6 | FDVV | Fidelity High Dividend ETF | +0.2% | +7.70% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.65% | 减仓 |
| 8 | AXP | American Express Co | +0.1% | -0.47% | 减仓 |
| 9 | AAPL | Apple Inc | +0.1% | -2.67% | 减仓 |
| 10 | FDX | Fedex CORP | +0.1% | +0.02% | 加仓 |
| 11 | CTRA | Coterra Energy Inc | +0.1% | — | 不变 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.70% | 加仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.90% | 加仓 |
| 14 | CMI | Cummins Inc | +0.1% | +0.03% | 加仓 |
| 15 | AMGN | Amgen Inc | +0.1% | +0.34% | 加仓 |
| 16 | FESM | Fidelity Enhanced Small Cap | +0.1% | +8.78% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -2.13% | 减仓 |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | +14.29% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +21.29% | 加仓 |
| 20 | RTX | Rtx CORP | +0.1% | -1.59% | 减仓 |
| 21 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +11.18% | 加仓 |
| 22 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +4.88% | 加仓 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +0.19% | 加仓 |
| 24 | AMZN | Amazon.com Inc | 0% | -0.65% | 减仓 |
| 25 | XOM | Exxon Mobil CORP | 0% | -3.79% | 减仓 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -9.48% | 减仓 |
| 27 | COST | Costco Wholesale CORP | -0.1% | -0.65% | 减仓 |
| 28 | SYK | Stryker CORP | -0.1% | +0.03% | 加仓 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -3.67% | 减仓 |
| 30 | ZTS | Zoetis Inc | -0.1% | -12.80% | 减仓 |
| 31 | ORCL | Oracle CORP | -0.1% | -37.51% | 减仓 |
| 32 | ADP | Automatic Data Processing | -0.1% | -7.81% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -3.96% | 减仓 |
| 34 | POOL | Pool CORP | -0.1% | -4.42% | 减仓 |
| 35 | BLK | Blackrock Inc | -0.1% | -2.73% | 减仓 |
| 36 | TREX | Trex Company Inc | -0.1% | -44.50% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -9.36% | 减仓 |
| 38 | HD | Home Depot Inc | -0.3% | -1.06% | 减仓 |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -11.94% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.6% | -2.51% | 减仓 |
| 41 | NFLX | Netflix Inc | — | EXIT | 清仓 |
| 42 | MOFG | Midwestone Financial Group I | — | EXIT | 清仓 |
| 43 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 44 | PLD | Prologis Inc | — | NEW | 新建仓 |
| 45 | MAR | Marriott International -cl A | — | NEW | 新建仓 |
| 46 | PRU | Prudential Financial Inc | — | NEW | 新建仓 |
| 47 | APD | Air Products & Chemicals Inc | — | EXIT | 清仓 |
| 48 | SPOT | Spotify Technology S.A. | — | EXIT | 清仓 |
| 49 | PAYX | Paychex Inc | — | EXIT | 清仓 |
| 50 | BNY | Bank Of New York Mellon CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Investment Advisory Services Inc /tx /adv 在 Q4 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 126 个公开持股仓位。
在 Q4 2025 季度，Investment Advisory Services Inc /tx /adv 按市值排列的前三大核心持股分别为：VIG (11.2%)、QQQ (10.2%)、MSFT (5.7%)。其中最大持股仓位 VIG 占据整体投资组合约 11.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AMD
市值: US$25.1万
本季最大获利了结 / 清仓标的
NFLX
前期市值: US$30.8万
在 Q4 2025 季度中，Investment Advisory Services Inc /tx /adv 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 16 个仓位、减仓 23 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AMD。 本季清仓仓位包含 NFLX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。