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: 0001138486
申報總市值
US$8.8億
US$8.8億
204 檔
19.7%
1834 Investment Advisors Co 在 Q3 2025 季度的美股部位總計估值為 US$8.8億，分散於 204 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，1834 Investment Advisors Co 採取防禦導向的調倉策略，本季減碼 96 檔個股並出清 12 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，1834 Investment Advisors Co 的前 5 大核心持股（包含 IVW, VGSH, VCSH 等）合計佔整體申報市值的 19.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 204 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.36% | +0.39% | -11.53% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.13% | -0.64% | -0.01% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.83% | -0.16% | +2.43% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.77% | -0.33% | -9.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -0.13% | -0.07% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.22% | -0.20% | +0.71% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.09% | -2.73% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.76% | -0.04% | +0.23% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.75% | +0.58% | +1.80% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.13% | +0.28% | +3.79% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.86% | +0.10% | -4.97% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.71% | +0.33% | +14.48% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.66% | — | -6.93% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.59% | +0.62% | +0.51% | |
| 15 | T | At&t Inc | 股票-通訊服務 | 1.57% | -0.52% | -6.29% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.56% | -0.06% | +6.57% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.16% | -2.09% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.23% | -0.78% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.24% | -0.34% | -2.00% | |
| 20 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.15% | -0.39% | -0.35% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.14% | +0.24% | +2.23% | |
| 22 | MO | Altria Group Inc | 股票-非循環性消費 | 1.12% | -0.02% | +2.14% | |
| 23 | TFC | Truist Financial CORP | 股票-金融 | 1.06% | -0.02% | +0.03% | |
| 24 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.03% | -0.15% | -23.21% | |
| 25 | CTRA | Coterra Energy Inc | 股票-能源 | 1.03% | -1.49% | EXIT | |
| 26 | ALLY | Ally Financial Inc | 股票-金融 | 1.02% | -0.05% | -10.95% | |
| 27 | APA | Apa CORP | 股票-能源 | 0.98% | -0.83% | +16.96% | |
| 28 | PFE | Pfizer Inc | 股票-醫療保健 | 0.95% | -0.22% | +2.46% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | -0.14% | -2.10% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.02% | -0.14% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.88% | -0.17% | +1.32% | |
| 32 | DG | Dollar General CORP | 股票-非循環性消費 | 0.85% | -0.13% | +0.25% | |
| 33 | CNH | CNH Industrial N.V. | 股票-工業 | 0.84% | -0.17% | +2.86% | |
| 34 | D | Dominion Energy Inc | 股票-公用事業 | 0.83% | -0.11% | -0.74% | |
| 35 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.82% | +0.07% | -10.58% | |
| 36 | CCI | Crown Castle Inc | 股票-房地產 | 0.82% | -0.02% | +0.12% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.82% | -0.08% | +2.93% | |
| 38 | FNF | Fidelity National Financial | 股票-金融 | 0.82% | -0.05% | +3.48% | |
| 39 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.81% | -0.06% | -2.41% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | +0.04% | +1.47% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | +0.02% | -11.41% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | +0.12% | +9.79% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.07% | +2.00% | |
| 44 | F | Ford Motor Co | 股票-循環性消費 | 0.70% | -0.02% | +20.61% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.70% | +0.03% | -37.97% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.69% | -0.38% | -7.65% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.05% | +0.07% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.67% | +0.05% | +119.21% | |
| 49 | KR | Kroger Co | 股票-非循環性消費 | 0.67% | -0.10% | -36.33% | |
| 50 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.66% | -0.18% | +25.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | -2.09% | 減碼 |
| 2 | HSY | Hershey Co/the | +0.6% | +25.22% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.07% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.78% | 減碼 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +0.51% | 加碼 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +14.48% | 加碼 |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +119.21% | 加碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +1.80% | 減碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | +2.00% | 加碼 |
| 10 | F | Ford Motor Co | +0.2% | +20.61% | 加碼 |
| 11 | APA | Apa CORP | +0.2% | +16.96% | 加碼 |
| 12 | CVX | Chevron CORP | +0.2% | +80.20% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.14% | 減碼 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.79% | 加碼 |
| 15 | TXN | Texas Instruments Inc | +0.1% | +26.37% | 加碼 |
| 16 | TROW | T Rowe Price Group Inc | +0.1% | +27.28% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | -2.73% | 減碼 |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +3.79% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.1% | -4.35% | 減碼 |
| 20 | DG | Dollar General CORP | +0.1% | +0.25% | 加碼 |
| 21 | TGT | Target CORP | +0.1% | +22.04% | 加碼 |
| 22 | XLK | Ss Technology Select Sector | +0.1% | — | 不變 |
| 23 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -11.53% | 減碼 |
| 24 | GLD | Spdr Gold Shares | +0.1% | -2.00% | 減碼 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.47% | 加碼 |
| 26 | CVS | Cvs Health CORP | +0.1% | +2.23% | 加碼 |
| 27 | OEF | Ishares S&p 100 ETF | +0.1% | +54.27% | 加碼 |
| 28 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +6.57% | 加碼 |
| 29 | EL | Estee Lauder Companies-cl A | +0.1% | -14.36% | 減碼 |
| 30 | SCHA | Schwab US Small-cap ETF | +0.1% | +8.36% | 加碼 |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +16.89% | 加碼 |
| 32 | P | Everpure Inc-a | +0.1% | — | 減碼 |
| 33 | META | Meta Platforms Inc-class A | +0.1% | +2.15% | 加碼 |
| 34 | ASML | ASML Holding N.V. | +0.1% | +48.81% | 加碼 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.70% | 加碼 |
| 36 | TFC | Truist Financial CORP | +0.1% | +0.03% | 減碼 |
| 37 | QCOM | Qualcomm Inc | +0.1% | +0.07% | 加碼 |
| 38 | KLAC | Kla CORP | +0.1% | +0.59% | 減碼 |
| 39 | PFE | Pfizer Inc | +0.1% | +2.46% | 加碼 |
| 40 | MO | Altria Group Inc | 0% | +2.14% | 減碼 |
| 41 | IWF | Ishares Russell 1000 Growth | 0% | -1.97% | 減碼 |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | -0.07% | 減碼 |
| 43 | BNY | Bank Of New York Mellon CORP | 0% | — | 不變 |
| 44 | FLIN | Franklin Ftse India ETF | 0% | +27.59% | 加碼 |
| 45 | CCL1EUR | Carnival CORP LTD | 0% | +5.42% | 加碼 |
| 46 | WFC | Wells Fargo & Co | 0% | +0.75% | 加碼 |
| 47 | AMD | Advanced Micro Devices | 0% | -7.95% | 減碼 |
| 48 | GE | General Electric | 0% | — | 不變 |
| 49 | JNJ | Johnson & Johnson | 0% | -2.10% | 減碼 |
| 50 | D | Dominion Energy Inc | 0% | -0.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，1834 Investment Advisors Co 在 Q3 2025 季度的美股持倉總市值約為 US$8.8億，共申報了 204 個公開持股部位。
在 Q3 2025 季度，1834 Investment Advisors Co 按市值排列的前三大核心持股分別為：IVW (5.4%)、VGSH (5.1%)、VCSH (3.8%)。其中最大持股部位 IVW 佔據整體投資組合約 5.4% 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
ES
市值: US$408.7萬
本季最大獲利了結 / 清倉標的
CMA
前期市值: US$418.5萬
在 Q3 2025 季度中，1834 Investment Advisors Co 共進行了 175 項持倉異動，包含新建倉 10 個部位、加碼 57 個部位、減碼 96 個部位以及清倉 12 個部位。 其中最大新建倉標的為 ES。 本季清倉部位包含 CMA。
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。