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
97 檔
20.7%
Allied Investment Advisors, LLC 在 Q3 2025 季度的美股部位總計估值為 US$8.0億，分散於 97 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2025 數據顯示 Allied Investment Advisors, LLC 積極進場，新開立 7 個部位並同步加碼 35 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，Allied Investment Advisors, LLC 的前 5 大核心持股（包含 SCHD, VHT, MSFT 等）合計佔整體申報市值的 20.7%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.42% | -0.54% | +4.63% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 6.76% | +0.09% | +5.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.28% | -0.32% | +2.86% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.52% | -0.03% | +1.15% | |
| 5 | CAT | Caterpillar Inc | 股票-工業 | 3.30% | -1.26% | -0.51% | |
| 6 | AAON | Aaon Inc | 股票-工業 | 2.95% | +0.49% | -18.24% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 2.81% | -0.33% | +1.22% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.76% | +0.09% | -1.76% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.68% | -0.13% | +2.09% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-其他 | 2.67% | -0.30% | -36.12% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.62% | +0.11% | +2.79% | |
| 12 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.36% | -0.28% | +3.35% | |
| 13 | STT | State Street CORP | 股票-金融 | 2.34% | +0.29% | +1.93% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.21% | -3.08% | EXIT | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.18% | -0.68% | +3.53% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.16% | -0.19% | +4.46% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.14% | -0.76% | +4.38% | |
| 18 | DE | Deere & Co | 股票-工業 | 2.06% | +0.02% | +3.64% | |
| 19 | MMM | 3m Co | 股票-工業 | 2.06% | +0.03% | +3.27% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.02% | -0.15% | +5.52% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 2.01% | -0.02% | -1.75% | |
| 22 | USB | US Bancorp | 股票-金融 | 2.00% | +0.09% | +4.13% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 1.96% | +0.15% | +5.04% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.89% | -0.22% | +5.60% | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.82% | -0.56% | +5.00% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 1.81% | -0.47% | +7.58% | |
| 27 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.76% | +0.14% | +6.87% | |
| 28 | O | Realty Income CORP | 股票-房地產 | 1.73% | -0.05% | — | |
| 29 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.73% | -0.12% | +6.05% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.72% | -0.08% | +5.62% | |
| 31 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.71% | — | +5.06% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.64% | -0.34% | +7.59% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.59% | +0.15% | +5.97% | |
| 34 | AMRZ | Amrize Ltd | 股票-原物料 | 1.51% | -0.16% | — | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 1.45% | -0.27% | +8.26% | |
| 36 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.32% | +0.04% | +9.18% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 1.28% | -0.02% | +6.70% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.27% | +0.21% | +34.24% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | +0.02% | +1.91% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.62% | -0.05% | -71.58% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.34% | -0.08% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.01% | +10.96% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | -0.06% | +89.00% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.29% | -0.01% | +10.12% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.25% | — | +57.99% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | -0.02% | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | +5.72% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | +0.04% | -2.14% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.20% | -0.04% | -15.85% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.18% | — | +46.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +1.2% | -18.24% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.8% | +2.86% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.6% | -0.51% | 加碼 |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.5% | +34.24% | 加碼 |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | -1.76% | 減碼 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.91% | 加碼 |
| 7 | STT | State Street CORP | +0.3% | +1.93% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.15% | 加碼 |
| 9 | GPC | Genuine Parts Co | +0.3% | +6.87% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +89.00% | 加碼 |
| 11 | BAC | Bank Of America CORP | +0.2% | +2.79% | 加碼 |
| 12 | RTX | Rtx CORP | +0.2% | +1.22% | 減碼 |
| 13 | USB | US Bancorp | +0.1% | +4.13% | 加碼 |
| 14 | VTV | Vanguard Value ETF | +0.1% | +57.99% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +106.92% | 加碼 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +7.58% | 加碼 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +46.35% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | 減碼 |
| 19 | WMT | Walmart Inc | 0% | — | 加碼 |
| 20 | SYY | Sysco CORP | — | +5.04% | 加碼 |
| 21 | WFC | Wells Fargo & Co | 0% | +2.09% | 加碼 |
| 22 | JNJ | Johnson & Johnson | 0% | +4.46% | 加碼 |
| 23 | PFE | Pfizer Inc | 0% | +8.26% | 加碼 |
| 24 | LOW | Lowe's Cos Inc | -0.1% | +3.35% | 加碼 |
| 25 | MDT | Medtronic plc | -0.1% | +5.60% | 加碼 |
| 26 | TGT | Target CORP | -0.1% | +6.70% | 加碼 |
| 27 | AAPL | Apple Inc | -0.1% | -1.75% | 減碼 |
| 28 | DEO | Diageo Plc-sponsored Adr | -0.2% | +9.18% | 加碼 |
| 29 | PEP | Pepsico Inc | -0.2% | +7.59% | 加碼 |
| 30 | MMM | 3m Co | -0.2% | +3.27% | 加碼 |
| 31 | FDX | Fedex CORP | -0.2% | +5.00% | 加碼 |
| 32 | ABT | Abbott Laboratories | -0.3% | +5.52% | 加碼 |
| 33 | GLD | Spdr Gold Shares | -0.3% | -84.05% | 減碼 |
| 34 | DE | Deere & Co | -0.3% | +3.64% | 加碼 |
| 35 | SHEL | Shell Plc-adr | -0.3% | +3.53% | 加碼 |
| 36 | KMB | Kimberly-clark CORP | -0.4% | +5.97% | 加碼 |
| 37 | OTIS | Otis Worldwide CORP | -0.4% | +6.05% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | -0.4% | +5.62% | 加碼 |
| 39 | VHT | Vanguard Health Care ETF | -0.6% | +5.56% | 加碼 |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.7% | +4.63% | 加碼 |
| 41 | EMR | Emerson Electric Co | -1.5% | -71.58% | 減碼 |
| 42 | VPU | Vanguard Utilities ETF | -1.8% | -36.12% | 減碼 |
| 43 | O | Realty Income CORP | — | NEW | 新建倉 |
| 44 | AMRZ | Amrize Ltd | — | NEW | 新建倉 |
| 45 | PICK | Ishares Msci Global Metals & | — | EXIT | 清倉 |
| 46 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 48 | MCK | Mckesson CORP | — | NEW | 新建倉 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 50 | WDC | Western Digital CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Allied Investment Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8.0億，共申報了 97 個公開持股部位。
在 Q3 2025 季度，Allied Investment Advisors, LLC 按市值排列的前三大核心持股分別為：SCHD (7.4%)、VHT (6.8%)、MSFT (5.3%)。其中最大持股部位 SCHD 佔據整體投資組合約 7.4% 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
O
市值: US$1087.0萬
本季最大獲利了結 / 清倉標的
PICK
前期市值: US$116.3萬
在 Q3 2025 季度中，Allied Investment Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 35 個部位、減碼 7 個部位以及清倉 1 個部位。 其中最大新建倉標的為 O。 本季清倉部位包含 PICK。
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。