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
123 檔
17.2%
截至 Q4 2025 季度末，Advocate Group LLC 的美股持倉估值約為 US$6.7億，全數申報部位共有 123 檔。
Q4 2025 的申報記錄反映 Advocate Group LLC 的板塊替換策略：機構本季推動了 22 筆增持與 28 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 VEA, VV, GIS）占據了總市值的 17.2%，展現出該機構在 Q4 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.25% | +0.26% | +4.26% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.21% | +0.01% | -1.65% | |
| 3 | GIS | General Mills Inc | 股票-非循環性消費 | 4.06% | -0.39% | -0.09% | |
| 4 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.82% | +0.27% | -7.34% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.23% | -0.14% | -5.21% | |
| 6 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.21% | -0.41% | +0.01% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.09% | +0.41% | -11.06% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 1.87% | +0.10% | -13.03% | |
| 9 | ENB | Enbridge Inc | 股票-能源 | 1.84% | -0.16% | -2.64% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | +0.01% | -12.14% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.76% | -0.58% | +8.17% | |
| 12 | MS | Morgan Stanley | 股票-金融 | 1.76% | +0.14% | -15.10% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.09% | -2.24% | |
| 14 | MDT | Medtronic plc | 股票-醫療保健 | 1.74% | -0.02% | -2.23% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | +0.08% | -11.29% | |
| 16 | EMR | Emerson Electric Co | 股票-工業 | 1.68% | +0.05% | -1.10% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.68% | -0.08% | +1.24% | |
| 18 | EVRG | Evergy Inc | 股票-公用事業 | 1.66% | -0.15% | -3.44% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.64% | +0.08% | +20.51% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.63% | -0.11% | -12.11% | |
| 21 | CMI | Cummins Inc | 股票-工業 | 1.60% | -0.01% | -12.60% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.55% | +0.08% | +13.32% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.48% | -0.25% | -6.57% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.47% | +0.09% | +12.33% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.45% | -0.19% | +5.80% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 1.43% | +0.27% | -10.71% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 1.42% | -0.08% | +5.78% | |
| 28 | PFE | Pfizer Inc | 股票-醫療保健 | 1.40% | -0.13% | -0.44% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.37% | +0.09% | +5.08% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 1.36% | +0.04% | -3.84% | |
| 31 | CB | Chubb Limited | 股票-金融 | 1.36% | — | +11.92% | |
| 32 | TGT | Target CORP | 股票-循環性消費 | 1.34% | -0.25% | +11.74% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.30% | -0.03% | +7.95% | |
| 34 | KR | Kroger Co | 股票-非循環性消費 | 1.28% | -0.37% | +0.70% | |
| 35 | NTR | Nutrien LTD | 股票-原物料 | 1.22% | -0.33% | -4.84% | |
| 36 | SO | Southern Co/the | 股票-公用事業 | 1.21% | +0.16% | -2.33% | |
| 37 | D | Dominion Energy Inc | 股票-公用事業 | 1.18% | +0.07% | -5.64% | |
| 38 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.12% | +0.18% | — | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | +0.06% | -9.85% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 1.10% | +0.26% | -7.11% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.07% | +0.13% | +5.65% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.00% | -0.32% | +7.86% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | -0.07% | -3.82% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.13% | -0.93% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.92% | -0.18% | +2.86% | |
| 46 | WPC | Wp Carey Inc | 股票-房地產 | 0.91% | +0.06% | +12.01% | |
| 47 | PSA | Public Storage | 股票-房地產 | 0.85% | +0.20% | +7.44% | |
| 48 | PLD | Prologis Inc | 股票-房地產 | 0.85% | +0.03% | +5.32% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.83% | +0.12% | — | |
| 50 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 0.81% | — | +7.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XEL | Xcel Energy Inc | +0.7% | +1943.84% | 加碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +4.26% | 加碼 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +1.24% | 加碼 |
| 4 | BMY | Bristol-myers Squibb Co | +0.3% | +5.80% | 加碼 |
| 5 | SCHR | Schwab Intermediate-term US | +0.3% | +20.51% | 加碼 |
| 6 | CB | Chubb Limited | +0.3% | +11.92% | 加碼 |
| 7 | TGT | Target CORP | +0.2% | +11.74% | 加碼 |
| 8 | FCX | Freeport-mcmoran Inc | +0.2% | +6.79% | 加碼 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | -3.84% | 減碼 |
| 10 | UNP | Union Pacific CORP | +0.1% | +13.32% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.52% | 減碼 |
| 12 | VTIP | Vanguard Short-term Tips | +0.1% | +12.33% | 加碼 |
| 13 | PLD | Prologis Inc | +0.1% | +5.32% | 加碼 |
| 14 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -3.10% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -5.21% | 減碼 |
| 16 | CAT | Caterpillar Inc | +0.1% | -10.71% | 減碼 |
| 17 | AMAT | Applied Materials Inc | +0.1% | -1.05% | 減碼 |
| 18 | CVX | Chevron CORP | +0.1% | +8.17% | 加碼 |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +5.65% | 加碼 |
| 20 | AVB | Avalonbay Communities Inc | +0.1% | +19.85% | 加碼 |
| 21 | CMI | Cummins Inc | +0.1% | -12.60% | 減碼 |
| 22 | CRM | Salesforce Inc | +0.1% | +1.53% | 加碼 |
| 23 | AAPL | Apple Inc | +0.1% | -2.24% | 減碼 |
| 24 | MINT | Pimco Enhanced Short Maturit | +0.1% | +7.86% | 加碼 |
| 25 | NKE | Nike Inc -cl B | -0.1% | -4.53% | 減碼 |
| 26 | TXN | Texas Instruments Inc | -0.1% | -0.93% | 減碼 |
| 27 | MCD | Mcdonald's CORP | -0.1% | -6.57% | 減碼 |
| 28 | KR | Kroger Co | -0.1% | +0.70% | 加碼 |
| 29 | MS | Morgan Stanley | -0.1% | -15.10% | 減碼 |
| 30 | D | Dominion Energy Inc | -0.2% | -5.64% | 減碼 |
| 31 | SO | Southern Co/the | -0.2% | -2.33% | 減碼 |
| 32 | EVRG | Evergy Inc | -0.2% | -3.44% | 減碼 |
| 33 | SCHW | Schwab (charles) CORP | -0.2% | -12.11% | 減碼 |
| 34 | GPK | Graphic Packaging Holding Co | -0.2% | +7.86% | 加碼 |
| 35 | ENB | Enbridge Inc | -0.2% | -2.64% | 減碼 |
| 36 | IBM | Intl Business Machines CORP | -0.2% | -13.03% | 減碼 |
| 37 | VZ | Verizon Communications Inc | -0.2% | +0.01% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -12.14% | 減碼 |
| 39 | KMB | Kimberly-clark CORP | -0.3% | -6.50% | 減碼 |
| 40 | ABBV | Abbvie Inc | -0.3% | -7.34% | 減碼 |
| 41 | HD | Home Depot Inc | -0.3% | -7.11% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.4% | -11.29% | 減碼 |
| 43 | GIS | General Mills Inc | -0.4% | -0.09% | 減碼 |
| 44 | ARE | Alexandria Real Estate Equit | -0.4% | -25.09% | 減碼 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 46 | UL | Unilever PLC | — | EXIT | 清倉 |
| 47 | ACN | Accenture plc | — | NEW | 新建倉 |
| 48 | HRL | Hormel Foods CORP | — | NEW | 新建倉 |
| 49 | LNWO | Light & Wonder Inc | — | EXIT | 清倉 |
| 50 | VNQ | Vanguard Real Estate ETF | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Advocate Group LLC 在 Q4 2025 季度的美股持倉總市值約為 US$6.7億，共申報了 123 個公開持股部位。
在 Q4 2025 季度，Advocate Group LLC 按市值排列的前三大核心持股分別為：VEA (5.3%)、VV (4.2%)、GIS (4.1%)。其中最大持股部位 VEA 佔據整體投資組合約 5.3% 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
UL
市值: US$694.4萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$689.4萬
在 Q4 2025 季度中，Advocate Group LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 25 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。