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: 0001853401
申報總市值
US$6.7億
US$6.7億
114 檔
14.7%
根據最新整理的 13F 季度數據集，Advocate Group LLC 於 Q1 2025 結束時的管理資產規模為 US$6.7億。該機構在本季度申報了 114 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Advocate Group LLC 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 29 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 GIS, VEA, ABBV）占據了總市值的 14.7%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | GIS | General Mills Inc | 股票-非循環性消費 | 5.58% | -0.39% | -2.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.62% | +0.26% | +3.47% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.02% | +0.27% | +1.53% | |
| 4 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.83% | -0.41% | +35.84% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.75% | +0.01% | +1.31% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.35% | +0.10% | -9.13% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.24% | +0.41% | -1.94% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 2.01% | -0.16% | -1.23% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.98% | -0.14% | +7.24% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.95% | -0.58% | +2.05% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | +0.01% | -5.12% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 1.80% | -0.02% | +3.05% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.78% | -0.25% | +1.96% | |
| 14 | EVRG | Evergy Inc | 股票-公用事業 | 1.75% | -0.15% | +5.24% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | +0.08% | +1.00% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.72% | +0.09% | -12.58% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.71% | -0.11% | -1.02% | |
| 18 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.64% | -0.19% | +1.36% | |
| 19 | MS | Morgan Stanley | 股票-金融 | 1.64% | +0.14% | -4.85% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.63% | -0.13% | +3.60% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.62% | +0.04% | +8.18% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 1.62% | -0.08% | -4.26% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.60% | -0.03% | -1.00% | |
| 24 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.58% | — | -2.54% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 1.53% | +0.05% | +3.68% | |
| 26 | SO | Southern Co/the | 股票-公用事業 | 1.53% | +0.16% | -2.14% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.45% | +0.08% | -2.13% | |
| 28 | D | Dominion Energy Inc | 股票-公用事業 | 1.41% | +0.07% | -0.42% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.40% | -0.12% | -3.33% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.40% | -0.08% | +5.16% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 1.39% | +0.26% | +1.12% | |
| 32 | UL | Unilever PLC | 股票-非循環性消費 | 1.34% | — | -6.01% | |
| 33 | CB | Chubb Limited | 股票-金融 | 1.32% | — | +0.60% | |
| 34 | KR | Kroger Co | 股票-非循環性消費 | 1.29% | -0.37% | +59.00% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.28% | +0.09% | — | |
| 36 | CMI | Cummins Inc | 股票-工業 | 1.28% | -0.01% | -1.11% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 1.23% | -0.25% | +5.29% | |
| 38 | NTR | Nutrien LTD | 股票-原物料 | 1.20% | -0.33% | -0.04% | |
| 39 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 1.18% | — | +10.30% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.17% | +0.08% | +3.68% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.13% | -2.55% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 1.03% | +0.27% | -1.45% | |
| 43 | PSA | Public Storage | 股票-房地產 | 1.00% | +0.20% | +0.20% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.98% | +0.09% | +4.25% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | -0.07% | +0.24% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.18% | +10.75% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.95% | -0.32% | +4.83% | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.93% | -0.23% | +0.36% | |
| 49 | BP | Bp Plc-spons Adr | 股票-能源 | 0.92% | -0.28% | -2.88% | |
| 50 | WPC | Wp Carey Inc | 股票-房地產 | 0.89% | +0.06% | +2.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.3% | NEW | 新建倉 |
| 2 | VZ | Verizon Communications Inc | +0.9% | +35.84% | 加碼 |
| 3 | KR | Kroger Co | +0.5% | +59.00% | 加碼 |
| 4 | ABBV | Abbvie Inc | +0.4% | +1.53% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +7.24% | 加碼 |
| 6 | CVX | Chevron CORP | +0.2% | +2.05% | 加碼 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.47% | 加碼 |
| 8 | EVRG | Evergy Inc | +0.2% | +5.24% | 加碼 |
| 9 | GILD | Gilead Sciences Inc | +0.2% | -2.54% | 減碼 |
| 10 | MDT | Medtronic plc | +0.2% | +3.05% | 加碼 |
| 11 | WPC | Wp Carey Inc | +0.1% | +2.75% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.1% | +1.96% | 加碼 |
| 13 | SHEL | Shell Plc-adr | +0.1% | +0.36% | 加碼 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +1.36% | 加碼 |
| 15 | SO | Southern Co/the | +0.1% | -2.14% | 減碼 |
| 16 | DUK | Duke Energy CORP | +0.1% | -4.26% | 減碼 |
| 17 | CB | Chubb Limited | +0.1% | +0.60% | 加碼 |
| 18 | NTR | Nutrien LTD | +0.1% | -0.04% | 減碼 |
| 19 | BP | Bp Plc-spons Adr | +0.1% | -2.88% | 減碼 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.73% | 加碼 |
| 21 | ARE | Alexandria Real Estate Equit | +0.1% | +20.88% | 加碼 |
| 22 | FCX | Freeport-mcmoran Inc | +0.1% | +16.01% | 加碼 |
| 23 | PLD | Prologis Inc | 0% | +3.12% | 加碼 |
| 24 | SCHR | Schwab Intermediate-term US | 0% | +3.68% | 加碼 |
| 25 | KMB | Kimberly-clark CORP | 0% | -3.33% | 減碼 |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.25% | 加碼 |
| 27 | SCHW | Schwab (charles) CORP | 0% | -1.02% | 減碼 |
| 28 | GPK | Graphic Packaging Holding Co | 0% | +10.30% | 加碼 |
| 29 | ENB | Enbridge Inc | — | -1.23% | 減碼 |
| 30 | IBM | Intl Business Machines CORP | 0% | -9.13% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.1% | +5.01% | 加碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | 清倉 |
| 33 | TSLA | Tesla Inc | -0.1% | +1.01% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +5.16% | 加碼 |
| 35 | HD | Home Depot Inc | -0.1% | +1.12% | 加碼 |
| 36 | TXN | Texas Instruments Inc | -0.1% | -2.55% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | -19.62% | 減碼 |
| 38 | UPS | United Parcel Service-cl B | -0.2% | +8.18% | 加碼 |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -39.02% | 減碼 |
| 40 | CAT | Caterpillar Inc | -0.2% | -1.45% | 減碼 |
| 41 | EMR | Emerson Electric Co | -0.2% | +3.68% | 加碼 |
| 42 | CMI | Cummins Inc | -0.2% | -1.11% | 減碼 |
| 43 | VV | Vanguard Large-cap ETF | -0.2% | +1.31% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | +1.00% | 加碼 |
| 45 | MS | Morgan Stanley | -0.3% | -4.85% | 減碼 |
| 46 | TGT | Target CORP | -0.3% | +5.29% | 加碼 |
| 47 | AVGO | Broadcom Inc | -0.3% | -2.09% | 減碼 |
| 48 | AAPL | Apple Inc | -0.6% | -12.58% | 減碼 |
| 49 | BCE | Bce Inc | -0.6% | EXIT | 清倉 |
| 50 | GIS | General Mills Inc | -0.7% | -2.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Advocate Group LLC 在 Q1 2025 季度的美股持倉總市值約為 US$6.7億，共申報了 114 個公開持股部位。
在 Q1 2025 季度，Advocate Group LLC 按市值排列的前三大核心持股分別為：GIS (5.6%)、VEA (3.6%)、ABBV (3.0%)。其中最大持股部位 GIS 佔據整體投資組合約 5.6% 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
VTIP
市值: US$703.1萬
本季最大獲利了結 / 清倉標的
BCE
前期市值: US$340.3萬
在 Q1 2025 季度中，Advocate Group LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 29 個部位、減碼 18 個部位以及清倉 2 個部位。 其中最大新建倉標的為 VTIP。 本季清倉部位包含 BCE。
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。