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: 0001765885
申報總市值
US$3.0億
US$3.0億
155 檔
25.2%
根據最新整理的 13F 季度數據集，Allred Capital Management, LLC 於 Q4 2025 結束時的管理資產規模為 US$3.0億。該機構在本季度申報了 155 檔美股持倉，呈現出該時期的主要投資地圖。
Allred Capital Management, LLC 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 90 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 SHV, MSFT, VIG）占據了總市值的 25.2%，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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.63% | +0.15% | -6.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.27% | -0.68% | -1.06% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.84% | +0.06% | +0.85% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.02% | +0.06% | -1.77% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.97% | +0.14% | +6.93% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | +0.11% | -7.12% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.48% | +0.06% | -1.65% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 2.45% | +0.23% | -5.13% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.32% | -0.14% | +0.67% | |
| 10 | SYK | Stryker CORP | 股票-醫療保健 | 2.23% | -0.28% | -0.56% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.18% | -0.16% | -0.16% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.96% | -0.10% | +12.15% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.11% | -0.25% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.81% | -0.36% | -0.37% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.58% | +0.10% | +0.80% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.01% | -0.96% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.39% | +0.21% | +12.34% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 1.30% | -0.49% | +108.54% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.25% | +0.04% | -0.64% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -0.51% | -0.19% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.13% | -0.07% | +6.46% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.06% | -0.20% | -1.56% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.12% | +1.39% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | +0.03% | +0.41% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.94% | -0.04% | +0.15% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.92% | -0.07% | -0.40% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.91% | -0.10% | -2.22% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 0.83% | +0.03% | -1.50% | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.82% | +0.24% | +0.20% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.82% | -0.09% | +0.38% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.09% | -0.48% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | +0.08% | -11.90% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.80% | -0.01% | -1.53% | |
| 34 | MMM | 3m Co | 股票-工業 | 0.78% | -0.03% | -0.83% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.02% | -0.71% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.27% | +0.20% | |
| 37 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.68% | +0.17% | +1.63% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.67% | +0.01% | -0.74% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +0.89% | +2.24% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.06% | -0.28% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.62% | -0.09% | +0.30% | |
| 42 | TYL | Tyler Technologies Inc | 股票-科技 | 0.61% | -0.10% | -3.32% | |
| 43 | GE | General Electric | 股票-工業 | 0.61% | +0.05% | +0.04% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.60% | +0.03% | -0.59% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.60% | -0.17% | +0.03% | |
| 46 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.56% | -0.10% | -28.26% | |
| 47 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | +0.02% | +4.85% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.50% | -0.08% | -3.43% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | +0.01% | — | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | +0.01% | -3.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.65% | 減碼 |
| 2 | XLV | Ss Health Care Select Sector | +0.6% | +6.93% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -0.16% | 減碼 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +0.85% | 加碼 |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +12.15% | 加碼 |
| 6 | AAPL | Apple Inc | +0.3% | -1.77% | 減碼 |
| 7 | DIVO | Amplify Cwp Enhan Divid ETF | +0.2% | +12.34% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | -0.37% | 減碼 |
| 9 | AMD | Advanced Micro Devices | +0.2% | +2.24% | 加碼 |
| 10 | MRK | Merck & Co. Inc. | +0.2% | -0.48% | 減碼 |
| 11 | CLF | Cleveland-cliffs Inc | +0.1% | +25.97% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -0.19% | 減碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -4.77% | 減碼 |
| 14 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +6.46% | 加碼 |
| 15 | XLE | Ss Energy Select Sector | +0.1% | +108.54% | 加碼 |
| 16 | RTX | Rtx CORP | +0.1% | -2.22% | 減碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.64% | 減碼 |
| 18 | IQV | Iqvia Holdings Inc | +0.1% | +4.02% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.20% | 加碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | +0.15% | 加碼 |
| 21 | XLI | Ss Industrial Select Sector | +0.1% | +0.80% | 加碼 |
| 22 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.67% | 加碼 |
| 23 | LLY | Eli Lilly & Co | +0.1% | -14.99% | 減碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.41% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -0.96% | 減碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.25% | 減碼 |
| 27 | AMGN | Amgen Inc | +0.1% | -1.94% | 減碼 |
| 28 | TJX | Tjx Companies Inc | +0.1% | +0.30% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +0.10% | 加碼 |
| 30 | LRCX | Lam Research CORP | +0.1% | -8.73% | 減碼 |
| 31 | TSLA | Tesla Inc | +0.1% | +4.85% | 加碼 |
| 32 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | +1.63% | 加碼 |
| 33 | MMM | 3m Co | +0.1% | -0.83% | 減碼 |
| 34 | VTV | Vanguard Value ETF | 0% | +9.27% | 加碼 |
| 35 | DGRO | Ishares Core Dividend Growth | 0% | +30.83% | 加碼 |
| 36 | SPGI | S&p Global Inc | 0% | +0.33% | 加碼 |
| 37 | APH | Amphenol Corp-cl A | 0% | +3.18% | 加碼 |
| 38 | INTC | Intel CORP | 0% | -2.29% | 減碼 |
| 39 | GE | General Electric | 0% | +0.04% | 加碼 |
| 40 | V | Visa Inc-class A Shares | 0% | -0.71% | 減碼 |
| 41 | PEP | Pepsico Inc | 0% | +0.03% | 加碼 |
| 42 | DOV | Dover CORP | 0% | +0.16% | 加碼 |
| 43 | NUE | Nucor CORP | 0% | -1.93% | 減碼 |
| 44 | BMY | Bristol-myers Squibb Co | 0% | +0.32% | 加碼 |
| 45 | AXP | American Express Co | 0% | +0.13% | 加碼 |
| 46 | COR | Cencora Inc | 0% | +0.09% | 加碼 |
| 47 | FANG | Diamondback Energy Inc | 0% | +0.75% | 加碼 |
| 48 | CME | Cme Group Inc | 0% | +2.07% | 加碼 |
| 49 | EMR | Emerson Electric Co | 0% | -1.53% | 減碼 |
| 50 | UPS | United Parcel Service-cl B | 0% | +1.01% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Allred Capital Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$3.0億，共申報了 155 個公開持股部位。
在 Q4 2025 季度，Allred Capital Management, LLC 按市值排列的前三大核心持股分別為：SHV (9.6%)、MSFT (7.3%)、VIG (4.8%)。其中最大持股部位 SHV 佔據整體投資組合約 9.6% 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
SPDN
市值: US$117.7萬
本季最大獲利了結 / 清倉標的
TT
前期市值: US$263.0萬
在 Q4 2025 季度中，Allred Capital Management, LLC 共進行了 159 項持倉異動，包含新建倉 7 個部位、加碼 62 個部位、減碼 70 個部位以及清倉 20 個部位。 其中最大新建倉標的為 SPDN。 本季清倉部位包含 TT。
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。