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。
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CIK: 0002011872
申報總市值
US$13.8億
US$13.8億
477 檔
6.5%
在 Q3 2025 申報期間，Advyzon Investment Management, LLC（CIK: 0002011872）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$13.8億，共持有 477 個公開申報部位。
Q3 2025 數據顯示 Advyzon Investment Management, LLC 積極進場，新開立 90 個部位並同步加碼 102 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，Advyzon Investment Management, LLC 的前 5 大核心持股（包含 VTI, BND, SPDW 等）合計佔整體申報市值的 6.5%，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 477 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.41% | -0.61% | +5.81% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 2.70% | +0.05% | +13.98% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.51% | -0.15% | +5.85% | |
| 4 | STXG | Strive 1000 Growth ETF | ETF-其他 | 2.40% | -0.13% | +1.78% | |
| 5 | STXV | Strive 1000 Value ETF | ETF-其他 | 2.32% | -0.18% | +1.59% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.03% | — | +8.76% | |
| 7 | BAR | Graniteshares Gold Trust | ETF-避險與商品 | 1.90% | -1.20% | -9.68% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.08% | +11.91% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.06% | +9.49% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.69% | -0.04% | +12.38% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.28% | -0.43% | +131.64% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.19% | +0.06% | +32.12% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.07% | +39.16% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | -0.01% | +273.69% | |
| 15 | BUXX | Strive Enhanced Income Short | ETF-其他 | 1.14% | -0.12% | +3.18% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.12% | +0.35% | -11.20% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.10% | +32.77% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.08% | -0.06% | +340.49% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.03% | +0.09% | +28.64% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.00% | +0.02% | +30.57% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.96% | -0.02% | -5.66% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.95% | -0.02% | -6.54% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.85% | +0.04% | -29.59% | |
| 24 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.81% | +0.18% | +145.62% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.81% | +0.06% | NEW | |
| 26 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.80% | — | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | +0.06% | +81.17% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.76% | -0.32% | +18.10% | |
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.74% | -0.06% | +15.39% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | +0.70% | -49.31% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.04% | +37.76% | |
| 32 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.70% | -0.07% | -1.50% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | -0.37% | +85.09% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.22% | -26.84% | |
| 35 | STXM | Strive Mid-cap ETF | ETF-其他 | 0.65% | — | +0.77% | |
| 36 | AVDE | Avantis International Equity | ETF-其他 | 0.65% | +0.03% | +110.18% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +27.54% | |
| 38 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.60% | -0.10% | +0.80% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.12% | -1.60% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.55% | -0.03% | +15.21% | |
| 41 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.53% | -0.04% | +0.87% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.53% | -0.02% | +3.56% | |
| 43 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 0.52% | -0.36% | -26.96% | |
| 44 | PFIX | Simplify Interest Rate Hedge | ETF-其他 | 0.51% | +0.22% | NEW | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | -0.01% | +84.09% | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.48% | -0.04% | +14.46% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.02% | +26.29% | |
| 48 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.45% | +0.55% | -13.85% | |
| 49 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 0.43% | -0.13% | +385.64% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.43% | -0.02% | +61.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.8% | +340.49% | 加碼 |
| 2 | XLK | Ss Technology Select Sector | +0.8% | +273.69% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.7% | +32.77% | 加碼 |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | -5.66% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.6% | +30.57% | 加碼 |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | -1.60% | 加碼 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.5% | +84.09% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.5% | +9.49% | 加碼 |
| 9 | GLD | Spdr Gold Shares | +0.5% | -29.59% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -49.31% | 加碼 |
| 11 | SCHG | Schwab US Large-cap Growth | +0.4% | +61.09% | 加碼 |
| 12 | AVDE | Avantis International Equity | +0.4% | +110.18% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.3% | +11.91% | 加碼 |
| 14 | MAGS | Roundhill Magnificent Seven | +0.3% | +385.64% | 加碼 |
| 15 | MUB | Ishares National Muni Bond E | +0.2% | +18.10% | 加碼 |
| 16 | FLOT | Ishares Floating Rate Bond E | +0.2% | +44.38% | 加碼 |
| 17 | XLE | Ss Energy Select Sector | +0.2% | +85.09% | 加碼 |
| 18 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +16.38% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.2% | +463.84% | 加碼 |
| 20 | TJX | Tjx Companies Inc | +0.2% | -16.66% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.2% | -6.62% | 加碼 |
| 22 | AGG | Ishares Core U.s. Aggregate | +0.2% | +61.97% | 加碼 |
| 23 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -12.23% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +37.76% | 加碼 |
| 25 | ORCL | Oracle CORP | +0.1% | +19.57% | 加碼 |
| 26 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +145.48% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +190.00% | 加碼 |
| 28 | SO | Southern Co/the | +0.1% | -56.56% | 加碼 |
| 29 | WMT | Walmart Inc | +0.1% | -26.84% | 加碼 |
| 30 | VGSH | Vanguard Short-term Treasury | +0.1% | +66.67% | 加碼 |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +100.84% | 加碼 |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +117.02% | 加碼 |
| 33 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +52.11% | 加碼 |
| 34 | GE | General Electric | +0.1% | +79.49% | 加碼 |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.32% | 加碼 |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +7.64% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +39.16% | 加碼 |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | +49.02% | 加碼 |
| 39 | APH | Amphenol Corp-cl A | +0.1% | +26.33% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +26.29% | 加碼 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.53% | 加碼 |
| 42 | PODD | Insulet CORP | +0.1% | +55.01% | 加碼 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +74.39% | 加碼 |
| 44 | URI | United Rentals Inc | +0.1% | +72.95% | 加碼 |
| 45 | AAPL | Apple Inc | +0.1% | +32.12% | 加碼 |
| 46 | PM | Philip Morris International | +0.1% | +72.39% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | +0.1% | +158.05% | 加碼 |
| 48 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +51.65% | 加碼 |
| 49 | RTX | Rtx CORP | +0.1% | +117.73% | 加碼 |
| 50 | MCD | Mcdonald's CORP | +0.1% | -17.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Advyzon Investment Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$13.8億，共申報了 477 個公開持股部位。
在 Q3 2025 季度，Advyzon Investment Management, LLC 按市值排列的前三大核心持股分別為：VTI (5.4%)、BND (2.7%)、SPDW (2.5%)。其中最大持股部位 VTI 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
BAR
市值: US$1109.6萬
本季最大獲利了結 / 清倉標的
RPV
前期市值: US$199.9萬
在 Q3 2025 季度中，Advyzon Investment Management, LLC 共進行了 200 項持倉異動，包含新建倉 90 個部位、加碼 102 個部位、減碼 5 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BAR。 本季清倉部位包含 RPV。
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。