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: 0001729869
申報總市值
US$8.0億
US$8.0億
87 檔
19.8%
根據最新整理的 13F 季度數據集，Allied Investment Advisors, LLC 於 Q2 2025 結束時的管理資產規模為 US$8.0億。該機構在本季度申報了 87 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2025 的申報異動，Allied Investment Advisors, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 38 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Allied Investment Advisors, LLC 的前 5 大持股（包含 SCHD, VHT, MSFT）貢獻了組合市值的 19.8%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.56% | -0.54% | +6.61% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 6.73% | +0.09% | +5.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -0.32% | -0.22% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.28% | -0.30% | +1.22% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.52% | -0.03% | -1.05% | |
| 6 | AAON | Aaon Inc | 股票-工業 | 3.13% | +0.49% | +110.54% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 2.97% | -1.26% | +1.74% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.75% | -0.13% | -0.49% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.74% | +0.09% | +0.32% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 2.66% | -0.33% | -1.24% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.57% | +0.11% | +0.96% | |
| 12 | EMR | Emerson Electric Co | 股票-工業 | 2.45% | -0.05% | +1.49% | |
| 13 | DE | Deere & Co | 股票-工業 | 2.43% | +0.02% | +1.84% | |
| 14 | STT | State Street CORP | 股票-金融 | 2.31% | +0.29% | +2.69% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.28% | -0.68% | +1.96% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -3.08% | EXIT | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.21% | -0.28% | +3.37% | |
| 18 | MMM | 3m Co | 股票-工業 | 2.15% | +0.03% | -0.38% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.13% | -0.15% | -0.47% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 2.08% | -0.76% | +4.70% | |
| 21 | USB | US Bancorp | 股票-金融 | 1.97% | +0.09% | +6.09% | |
| 22 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.94% | -0.12% | +2.43% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 1.89% | +0.15% | +3.39% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.87% | -0.19% | +1.85% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.86% | -0.08% | +1.10% | |
| 26 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.84% | — | +4.38% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 1.84% | -0.56% | +6.39% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 1.81% | -0.02% | -1.36% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 1.80% | -0.22% | +2.41% | |
| 30 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.71% | +0.15% | +2.50% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 1.71% | -0.47% | +3.00% | |
| 32 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.58% | +0.14% | +11.57% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.57% | -0.34% | +6.74% | |
| 34 | TGT | Target CORP | 股票-循環性消費 | 1.45% | -0.02% | +20.66% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.40% | +0.04% | +6.28% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 1.40% | -0.27% | +8.83% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | +0.02% | +44.20% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.01% | +0.21% | +33.37% | |
| 39 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.45% | -0.06% | +109.44% | |
| 40 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.35% | -0.09% | +7.28% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.08% | +6.85% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.01% | -2.03% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.29% | -0.01% | +0.10% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.27% | -0.04% | +2.94% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.25% | -0.02% | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | — | -4.91% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | +0.04% | -10.11% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.16% | — | +30.47% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.16% | -0.02% | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | -0.06% | +10.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +1.4% | +110.54% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1% | -0.22% | 減碼 |
| 3 | GS | Goldman Sachs Group Inc | +0.5% | +0.32% | 加碼 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +44.20% | 加碼 |
| 5 | EMR | Emerson Electric Co | +0.3% | +1.49% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.3% | +1.74% | 加碼 |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.3% | +33.37% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.05% | 減碼 |
| 9 | STT | State Street CORP | +0.3% | +2.69% | 加碼 |
| 10 | PICK | Ishares Msci Global Metals & | +0.2% | +109.44% | 加碼 |
| 11 | BAC | Bank Of America CORP | +0.1% | +0.96% | 加碼 |
| 12 | USB | US Bancorp | +0.1% | +6.09% | 加碼 |
| 13 | EBMT | Eagle Bancorp Montana Inc | +0.1% | NEW | 新建倉 |
| 14 | GPC | Genuine Parts Co | +0.1% | +11.57% | 加碼 |
| 15 | TGT | Target CORP | +0.1% | +20.66% | 加碼 |
| 16 | WFC | Wells Fargo & Co | +0.1% | -0.49% | 減碼 |
| 17 | NVDA | Nvidia CORP | +0.1% | +10.20% | 加碼 |
| 18 | DE | Deere & Co | 0% | +1.84% | 加碼 |
| 19 | AVGO | Broadcom Inc | 0% | NEW | 新建倉 |
| 20 | GOOG | Alphabet Inc-cl C | 0% | NEW | 新建倉 |
| 21 | AMD | Advanced Micro Devices | 0% | NEW | 新建倉 |
| 22 | VTIP | Vanguard Short-term Tips | 0% | NEW | 新建倉 |
| 23 | WMT | Walmart Inc | 0% | +6.85% | 加碼 |
| 24 | VTV | Vanguard Value ETF | 0% | +30.47% | 加碼 |
| 25 | RTX | Rtx CORP | 0% | -1.24% | 減碼 |
| 26 | GLD | Spdr Gold Shares | 0% | +7.28% | 加碼 |
| 27 | LMT | Lockheed Martin CORP | 0% | +3.00% | 加碼 |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | EXIT | 清倉 |
| 29 | ECL | Ecolab Inc | 0% | EXIT | 清倉 |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | EXIT | 清倉 |
| 31 | PFE | Pfizer Inc | -0.1% | +8.83% | 加碼 |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | EXIT | 清倉 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.03% | 減碼 |
| 34 | SYY | Sysco CORP | -0.1% | +3.39% | 加碼 |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | +6.28% | 加碼 |
| 36 | MMM | 3m Co | -0.1% | -0.38% | 減碼 |
| 37 | ABT | Abbott Laboratories | -0.1% | -0.47% | 減碼 |
| 38 | VPU | Vanguard Utilities ETF | -0.2% | +1.22% | 加碼 |
| 39 | OTIS | Otis Worldwide CORP | -0.2% | +2.43% | 加碼 |
| 40 | LOW | Lowe's Cos Inc | -0.2% | +3.37% | 加碼 |
| 41 | SHEL | Shell Plc-adr | -0.2% | +1.96% | 加碼 |
| 42 | PEP | Pepsico Inc | -0.3% | +6.74% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | -0.3% | +1.10% | 加碼 |
| 44 | KMB | Kimberly-clark CORP | -0.3% | +2.50% | 加碼 |
| 45 | JNJ | Johnson & Johnson | -0.3% | +1.85% | 加碼 |
| 46 | AAPL | Apple Inc | -0.3% | -1.36% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | +2.40% | 加碼 |
| 48 | CVX | Chevron CORP | -0.4% | +4.70% | 加碼 |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +6.61% | 加碼 |
| 50 | VHT | Vanguard Health Care ETF | -0.6% | +5.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Allied Investment Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$8.0億，共申報了 87 個公開持股部位。
在 Q2 2025 季度，Allied Investment Advisors, LLC 按市值排列的前三大核心持股分別為：SCHD (7.6%)、VHT (6.7%)、MSFT (5.4%)。其中最大持股部位 SCHD 佔據整體投資組合約 7.6% 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
EBMT
市值: US$53.0萬
本季最大獲利了結 / 清倉標的
SPMD
前期市值: US$29.2萬
在 Q2 2025 季度中，Allied Investment Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 33 個部位、減碼 8 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EBMT。 本季清倉部位包含 SPMD。
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。