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。
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CIK: 0001802530
申报总市值
US$18.0亿
US$18.0亿
528 檔
20.4%
Soltis Investment Advisors LLC 在 Q4 2025 季度的美股仓位总计估值为 US$18.0亿，分散于 528 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Soltis Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 27 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Soltis Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 20.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 528 只）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 7.06% | -0.37% | +12.63% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.20% | +0.41% | +8.73% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.62% | -0.24% | -16.79% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 4.41% | -0.24% | +18.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | -0.04% | +18.89% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.31% | -0.03% | -1.84% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.99% | +0.18% | +14.36% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.74% | -1.31% | -7.55% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.43% | -0.16% | -7.73% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.36% | -0.02% | +0.95% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.30% | — | -1.45% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.22% | +0.13% | +5.73% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | -0.12% | -9.38% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.06% | +18.66% | |
| 15 | MFSI | Mfs Active International | ETF-其他 | 0.86% | +0.05% | +5.37% | |
| 16 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.85% | -0.27% | +8.64% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | -0.04% | +4.52% | |
| 18 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.80% | -0.03% | +3.18% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.78% | +0.15% | +39.25% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.34% | +3.52% | |
| 21 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.76% | -0.01% | +4.91% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.08% | +14.13% | |
| 23 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-其他 | 0.69% | -0.12% | +2532.01% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.15% | -43.66% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | +0.05% | +6.01% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.65% | -0.10% | +4.76% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.64% | +0.01% | +3.09% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.64% | +0.09% | +4.43% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | -0.17% | +2.65% | |
| 30 | O | Realty Income CORP | 股票-房地产 | 0.62% | -0.02% | +5.94% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.61% | +0.11% | -11.49% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.61% | +0.21% | -2.03% | |
| 33 | ENB | Enbridge Inc | 股票-能源 | 0.58% | -0.06% | +7.70% | |
| 34 | ETR | Entergy CORP | 股票-公用事业 | 0.58% | -0.17% | +4.01% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | +0.02% | +10.42% | |
| 36 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.56% | -0.09% | +4.10% | |
| 37 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | -0.13% | +1.98% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.56% | -0.12% | +43.48% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.56% | -0.01% | +4.20% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | +0.05% | -0.01% | |
| 41 | AEP | American Electric Power | 股票-公用事业 | 0.56% | -0.01% | +4.98% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | +0.15% | -18.67% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | — | +5.36% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.51% | +0.06% | +55.03% | |
| 45 | AMT | American Tower CORP | 股票-房地产 | 0.51% | -0.05% | +8.81% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.51% | -0.24% | +1954.27% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.49% | -0.01% | +41.02% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | -0.04% | +2.21% | |
| 49 | EQR | Equity Residential | 股票-房地产 | 0.48% | +0.03% | -5.25% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | -0.01% | +2.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APOC | Inr Eqty Def P ETF - 6 M A/o | +0.7% | +2532.01% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +14.36% | 加仓 |
| 3 | BND | Vanguard Total Bond Market | +0.5% | +18.68% | 加仓 |
| 4 | SLB | Slb LTD | +0.5% | +1954.27% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.5% | +18.89% | 加仓 |
| 6 | NOW | Servicenow Inc | +0.4% | +6023.55% | 加仓 |
| 7 | ACN | Accenture plc | +0.2% | +78.85% | 加仓 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +39.25% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +14.13% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.2% | +38.09% | 加仓 |
| 11 | FDX | Fedex CORP | +0.2% | +979.76% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | +8.73% | 加仓 |
| 13 | PEP | Pepsico Inc | +0.2% | +43.48% | 加仓 |
| 14 | ABBV | Abbvie Inc | +0.2% | +55.03% | 加仓 |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1355.89% | 加仓 |
| 16 | DVY | Ishares Select Dividend ETF | +0.1% | +564.59% | 加仓 |
| 17 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +3.18% | 加仓 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.66% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -7.55% | 减仓 |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | +60.19% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +4.52% | 加仓 |
| 22 | C | Citigroup Inc | +0.1% | +4.43% | 加仓 |
| 23 | PAYX | Paychex Inc | +0.1% | +41.02% | 加仓 |
| 24 | AMGN | Amgen Inc | +0.1% | +4.20% | 加仓 |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +5.73% | 加仓 |
| 26 | MSFT | Microsoft CORP | 0% | +12.63% | 加仓 |
| 27 | BTC | Grayscale Bitcoin Mini ETF | -0.1% | -73.35% | 减仓 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -43.98% | 减仓 |
| 29 | RC | Ready Capital CORP | -0.1% | -3.59% | 减仓 |
| 30 | ORLY | O'reilly Automotive Inc | -0.1% | -6.00% | 减仓 |
| 31 | ZTS | Zoetis Inc | -0.2% | -74.52% | 减仓 |
| 32 | ORCL | Oracle CORP | -0.2% | +1.87% | 加仓 |
| 33 | FBND | Fidelity Total Bond ETF | -0.2% | -79.81% | 减仓 |
| 34 | JPST | Jpmorgan Ultra-short Income | -0.2% | -7.73% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -9.38% | 减仓 |
| 36 | GLW | Corning Inc | -0.3% | -53.07% | 减仓 |
| 37 | AAPL | Apple Inc | -0.4% | -16.79% | 减仓 |
| 38 | AVGO | Broadcom Inc | -0.5% | -43.66% | 减仓 |
| 39 | JAJL | Innovator Edp ETF - 6m Ja/jy | -0.7% | -92.22% | 减仓 |
| 40 | NFLX | Netflix Inc | -1.2% | +144.58% | 加仓 |
| 41 | SNFCA | Security Natl Finl Corp-cl A | — | EXIT | 清仓 |
| 42 | BPRE | Bluerock Private Real Estate | — | NEW | 新建仓 |
| 43 | MNST | Monster Beverage CORP | — | NEW | 新建仓 |
| 44 | ULTA | Ulta Beauty Inc | — | NEW | 新建仓 |
| 45 | DGX | Quest Diagnostics Inc | — | EXIT | 清仓 |
| 46 | AZO | Autozone Inc | — | EXIT | 清仓 |
| 47 | FICO | Fair Isaac CORP | — | NEW | 新建仓 |
| 48 | GAP | Gap Inc/the | — | NEW | 新建仓 |
| 49 | IREN | IREN Limited | — | EXIT | 清仓 |
| 50 | IUSV | Ishares Core S&p U.s. Value | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Soltis Investment Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$18.0亿，共申报了 528 个公开持股仓位。
在 Q4 2025 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (7.1%)、NVDA (5.2%)、AAPL (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.1% 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
BPRE
市值: US$578.4万
本季最大获利了结 / 清仓标的
SNFCA
前期市值: US$2287.0万
在 Q4 2025 季度中，Soltis Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 27 个仓位、减仓 13 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BPRE。 本季清仓仓位包含 SNFCA。
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。