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: 0001998980
申報總市值
US$1.8億
US$1.8億
35 檔
75.1%
在 Q3 2025 申報期間，AdviceOne Advisory Services, LLC（CIK: 0001998980）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.8億，共持有 35 個公開申報部位。
Q3 2025 數據顯示 AdviceOne Advisory Services, LLC 積極進場，新開立 4 個部位並同步加碼 18 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，AdviceOne Advisory Services, LLC 的前 5 大核心持股（包含 RTX, CARR, OTIS 等）合計佔整體申報市值的 75.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | RTX | Rtx CORP | 股票-工業 | 62.63% | -2.39% | +1.52% | |
| 2 | CARR | Carrier Global CORP | 股票-工業 | 9.18% | +1.68% | -0.62% | |
| 3 | OTIS | Otis Worldwide CORP | 股票-工業 | 8.64% | -0.87% | -0.61% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 5.58% | +0.23% | -5.96% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.37% | +0.18% | +2.17% | |
| 6 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.63% | -0.04% | -2.18% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.13% | -0.40% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | +0.01% | +6.90% | |
| 9 | SWIM | Latham Group Inc | 股票-其他 | 0.66% | +0.07% | — | |
| 10 | GE | General Electric | 股票-工業 | 0.58% | +0.13% | +0.14% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.16% | +0.13% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.42% | -0.10% | — | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.03% | — | |
| 14 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.34% | -0.02% | -7.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | +0.09% | +8.03% | |
| 16 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.34% | +0.05% | — | |
| 17 | GD | General Dynamics CORP | 股票-工業 | 0.33% | -0.01% | -3.11% | |
| 18 | LHX | L3harris Technologies Inc | 股票-工業 | 0.33% | -0.02% | -22.91% | |
| 19 | GEV | GE Vernova Inc | 股票-工業 | 0.32% | +0.11% | +0.13% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | — | +10.43% | |
| 21 | SO | Southern Co/the | 股票-公用事業 | 0.31% | -0.03% | +5.76% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.30% | +0.03% | +39.71% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.01% | +36.04% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | +0.01% | +0.01% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.23% | +0.02% | — | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | +0.03% | +2.85% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | — | +0.11% | |
| 28 | MCK | Mckesson CORP | 股票-醫療保健 | 0.21% | -0.02% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.21% | +0.05% | +6.92% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | -0.01% | — | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.19% | +0.10% | — | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.16% | -0.13% | EXIT | |
| 33 | COP | Conocophillips | 股票-能源 | 0.16% | -0.06% | +0.72% | |
| 34 | MO | Altria Group Inc | 股票-非循環性消費 | 0.15% | +0.01% | — | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.14% | -0.14% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | +2.9% | +1.52% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.9% | -5.96% | 減碼 |
| 3 | SWIM | Latham Group Inc | +0.7% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.3% | +2.17% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建倉 |
| 6 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建倉 |
| 7 | MO | Altria Group Inc | +0.2% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.03% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.1% | -0.40% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +36.04% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +39.71% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.85% | 加碼 |
| 13 | GE | General Electric | 0% | +0.14% | 加碼 |
| 14 | BNY | Bank Of New York Mellon CORP | 0% | — | 不變 |
| 15 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 16 | GEV | GE Vernova Inc | 0% | +0.13% | 加碼 |
| 17 | LECO | Lincoln Electric Holdings | — | -2.18% | 減碼 |
| 18 | MSFT | Microsoft CORP | — | +6.90% | 加碼 |
| 19 | GD | General Dynamics CORP | — | -3.11% | 減碼 |
| 20 | META | Meta Platforms Inc-class A | — | +10.43% | 加碼 |
| 21 | SO | Southern Co/the | — | +5.76% | 加碼 |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不變 |
| 23 | BAC | Bank Of America CORP | 0% | +0.01% | 加碼 |
| 24 | MCK | Mckesson CORP | 0% | — | 不變 |
| 25 | LLY | Eli Lilly & Co | 0% | +6.92% | 加碼 |
| 26 | COP | Conocophillips | 0% | +0.72% | 加碼 |
| 27 | WMT | Walmart Inc | 0% | — | 不變 |
| 28 | XOM | Exxon Mobil CORP | 0% | +0.13% | 加碼 |
| 29 | HON | Honeywell International Inc | 0% | +0.81% | 加碼 |
| 30 | V | Visa Inc-class A Shares | 0% | +0.11% | 加碼 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | +0.03% | 加碼 |
| 32 | HIG | Hartford Insurance Group Inc | -0.1% | -7.14% | 減碼 |
| 33 | LHX | L3harris Technologies Inc | -0.1% | -22.91% | 減碼 |
| 34 | NFLX | Netflix Inc | -0.2% | EXIT | 清倉 |
| 35 | OTIS | Otis Worldwide CORP | -1.8% | -0.61% | 減碼 |
| 36 | CARR | Carrier Global CORP | -3.4% | -0.62% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AdviceOne Advisory Services, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 35 個公開持股部位。
在 Q3 2025 季度，AdviceOne Advisory Services, LLC 按市值排列的前三大核心持股分別為：RTX (62.6%)、CARR (9.2%)、OTIS (8.6%)。其中最大持股部位 RTX 佔據整體投資組合約 62.6% 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
SWIM
市值: US$99.1萬
本季最大獲利了結 / 清倉標的
NFLX
前期市值: US$20.1萬
在 Q3 2025 季度中，AdviceOne Advisory Services, LLC 共進行了 31 項持倉異動，包含新建倉 4 個部位、加碼 18 個部位、減碼 8 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SWIM。 本季清倉部位包含 NFLX。
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。