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: 0001664193
申報總市值
US$146.2億
US$146.2億
1564 檔
18.6%
根據最新整理的 13F 季度數據集，Aptus Capital Advisors, LLC 於 Q3 2025 結束時的管理資產規模為 US$146.2億。該機構在本季度申報了 1564 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Aptus Capital Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 17 個新部位，並對 129 個既有持股進行加碼（合計增持 146 檔），相較減碼與清倉部位顯著佔優。
整體而言，Aptus Capital Advisors, LLC 的前 5 大持股（包含 HYG, ACIO, DASH）貢獻了組合市值的 18.6%，形成該機構在 Q3 2025 季度的基本面基石。
本季最大新建倉標的
DASH
市值: US$5.4億
本季最大獲利了結 / 清倉標的
IXUS
前期市值: US$3020.0萬
僅顯示前 200 大持股（共 1564 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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 6.22% | -0.01% | +23355.10% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 4.36% | +0.51% | -1.68% | |
| 3 | DASH | Doordash Inc - A | 股票-循環性消費 | 3.96% | — | EXIT | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.82% | +0.02% | +1.63% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +1.15% | -57.81% | |
| 6 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.31% | -0.02% | -19.16% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.13% | +0.18% | +3.69% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.15% | +1.18% | |
| 9 | CRM | Salesforce Inc | 股票-科技 | 1.80% | -0.02% | +6512.45% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.72% | — | -8.97% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | +0.40% | +3.11% | |
| 12 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.43% | +0.16% | -2.04% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.41% | +0.06% | -43.81% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.34% | +0.01% | +5.59% | |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.24% | -0.16% | +8.22% | |
| 16 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.20% | -0.17% | +8.22% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.14% | +0.03% | +2.57% | |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.06% | -0.15% | +8.23% | |
| 19 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.05% | -0.14% | +8.21% | |
| 20 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.02% | -0.01% | +8.23% | |
| 21 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 1.00% | +0.01% | -8.66% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.10% | +7.23% | |
| 23 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.99% | — | +44556.36% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.94% | — | +4.92% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.93% | -0.14% | +8.23% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.91% | -0.12% | +8.23% | |
| 27 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 0.90% | +0.02% | -8.99% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.88% | — | +2.68% | |
| 29 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.86% | -0.15% | +8.23% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.16% | +0.91% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.10% | -0.07% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.72% | +0.22% | -5.46% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.01% | -2.63% | |
| 34 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 0.68% | +0.10% | -10.41% | |
| 35 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.65% | -0.08% | -33.13% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | +0.11% | -4.03% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.03% | +5.59% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.04% | +6.29% | |
| 39 | SNAP | Snap Inc - A | 股票-通訊服務 | 0.56% | — | — | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.52% | +0.16% | +74.46% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.51% | +0.09% | +488.02% | |
| 42 | MARA | Mara Holdings Inc | 股票-金融 | 0.50% | — | +1479.40% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.04% | +58.11% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.50% | — | +8.39% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | +0.02% | +0.69% | |
| 46 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.48% | — | +8.03% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | -0.11% | -2.56% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.47% | +0.01% | +1.48% | |
| 49 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.46% | — | +0.59% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.17% | +3.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | +2.3% | -19.16% | 加碼 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +2.1% | +23355.10% | 加碼 |
| 3 | CRM | Salesforce Inc | +1.7% | +6512.45% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.3% | +3.11% | 加碼 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +1.3% | +5.59% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +1% | -43.81% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.6% | -57.81% | 加碼 |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +74.46% | 加碼 |
| 9 | MARA | Mara Holdings Inc | +0.5% | +1479.40% | 加碼 |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +488.02% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.3% | -8.97% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.3% | +663.60% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +3.46% | 加碼 |
| 14 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +14023.79% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +7.23% | 加碼 |
| 16 | BSCX | Invesco Bulletshares 2033 Cb | +0.2% | +8.23% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.2% | +0.91% | 減碼 |
| 18 | ORCL | Oracle CORP | +0.2% | -1.88% | 加碼 |
| 19 | PNC | Pnc Financial Services Group | +0.2% | +328.81% | 加碼 |
| 20 | BSCW | Invesco Bulletshares 2032 Cb | +0.2% | +8.22% | 加碼 |
| 21 | UPSD | Aptus Large Cap Upside ETF | +0.2% | +1.67% | 加碼 |
| 22 | XLK | Ss Technology Select Sector | +0.2% | +1170.71% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.20% | 加碼 |
| 24 | XLI | Ss Industrial Select Sector | +0.1% | +2245.45% | 加碼 |
| 25 | CSX | Csx CORP | +0.1% | -11.75% | 加碼 |
| 26 | BKLC | Bny Mellon US Lrg Cap Cor | +0.1% | +10.28% | 加碼 |
| 27 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +1.53% | 加碼 |
| 28 | DIVB | Ishares Core Dividend ETF | +0.1% | +5273.85% | 加碼 |
| 29 | MSFT | Microsoft CORP | +0.1% | +1.18% | 加碼 |
| 30 | BBIN | JPM Betabuilders Intl Eqty | +0.1% | +38.48% | 加碼 |
| 31 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +91.81% | 加碼 |
| 32 | RTX | Rtx CORP | +0.1% | +15.95% | 加碼 |
| 33 | PRIM | Primoris Services CORP | +0.1% | +15.08% | 加碼 |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.18% | 加碼 |
| 35 | MRK | Merck & Co. Inc. | +0.1% | +0.42% | 加碼 |
| 36 | MDLZ | Mondelez International Inc-a | +0.1% | +0.70% | 加碼 |
| 37 | AXP | American Express Co | +0.1% | +300.38% | 加碼 |
| 38 | NOW | Servicenow Inc | +0.1% | -80.36% | 加碼 |
| 39 | IQLT | Ishares Msci International Q | +0.1% | +64.07% | 加碼 |
| 40 | FTI | TechnipFMC plc | +0.1% | +1406.82% | 加碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +58.11% | 加碼 |
| 42 | BKAG | Bny Mellon Core Bond ETF | +0.1% | +17.44% | 加碼 |
| 43 | FANG | Diamondback Energy Inc | +0.1% | -1.90% | 加碼 |
| 44 | AMT | American Tower CORP | +0.1% | +3.20% | 加碼 |
| 45 | HWKN | Hawkins Inc | +0.1% | +15.18% | 加碼 |
| 46 | TXN | Texas Instruments Inc | +0.1% | +1.83% | 加碼 |
| 47 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +707.54% | 加碼 |
| 48 | MSMR | M/s Managed Risk ETF | +0.1% | +1.62% | 加碼 |
| 49 | SCHP | Schwab U.s. Tips ETF | +0.1% | +14.60% | 加碼 |
| 50 | PWR | Quanta Services Inc | 0% | +2.70% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aptus Capital Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$146.2億，共申報了 1564 個公開持股部位。
在 Q3 2025 季度，Aptus Capital Advisors, LLC 按市值排列的前三大核心持股分別為：HYG (6.2%)、ACIO (4.4%)、DASH (4.0%)。其中最大持股部位 HYG 佔據整體投資組合約 6.2% 的權重。
在 Q3 2025 季度中，Aptus Capital Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 129 個部位、減碼 45 個部位以及清倉 9 個部位。 其中最大新建倉標的為 DASH。 本季清倉部位包含 IXUS。
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。
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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。
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。