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: 0001434165
申報總市值
US$8.7億
US$8.7億
971 檔
15.8%
截至 Q4 2025 季度末，Atlas Capital Advisors Inc. 的美股持倉估值約為 US$8.7億，全數申報部位共有 971 檔。
Atlas Capital Advisors Inc. 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 113 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 PG, VGK, PLMR）占據了總市值的 15.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 971 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.34% | — | -1.20% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.31% | — | +9.76% | |
| 3 | PLMR | Palomar Holdings Inc | 股票-金融 | 2.73% | — | +28.56% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.02% | — | +97.64% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.99% | — | -0.27% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.96% | — | -12.22% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | — | -5.83% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.38% | — | -34.03% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.35% | — | -4.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.34% | — | -1.95% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.22% | — | -3.49% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.20% | — | +55.51% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 1.19% | — | -22.66% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.17% | — | +7.67% | |
| 15 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 1.17% | — | +24.71% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | — | -1.25% | |
| 17 | IVLU | Ishares Msci International V | ETF-其他 | 1.16% | — | -5.65% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.13% | — | -1.84% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.11% | — | +5.74% | |
| 20 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 1.11% | — | +299.89% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.10% | — | +118.30% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.09% | — | +3.40% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.01% | — | -31.80% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.97% | — | +116.03% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.97% | — | -0.68% | |
| 26 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.96% | — | +6.11% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 0.96% | — | -16.99% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.95% | — | -16.78% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.94% | — | +19.28% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | -0.01% | -29.54% | |
| 31 | VOX | Vanguard Communication Servi | ETF-其他 | 0.93% | — | +4.28% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | — | -0.95% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | — | +0.02% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.84% | — | +23.89% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | -1.45% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.78% | — | +23.49% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.73% | — | +15.88% | |
| 38 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.73% | — | -8.12% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.72% | — | -13.25% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | -12.34% | |
| 41 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.67% | — | — | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.66% | — | -29.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | — | +1.01% | |
| 44 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.64% | — | +2.34% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.63% | — | +27.40% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | -7.68% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +0.29% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | — | -2.17% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | -11.98% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.50% | — | -6.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +1.1% | +9.76% | 加碼 |
| 2 | BBAX | Jpmorgan Betabuilders Develo | +1% | +299.89% | 加碼 |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +118.30% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.95% | 減碼 |
| 5 | VTIP | Vanguard Short-term Tips | +0.6% | +23.49% | 加碼 |
| 6 | VGIT | Vanguard Intermediate-term T | +0.5% | +23.89% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.5% | -29.09% | 加碼 |
| 8 | BBCA | Jpmorgan Betabuilders Canada | +0.4% | +24.71% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | +3.40% | 減碼 |
| 10 | PLMR | Palomar Holdings Inc | +0.3% | +28.56% | 加碼 |
| 11 | WDC | Western Digital CORP | +0.3% | +62.82% | 加碼 |
| 12 | RSPT | Invesco S&p 500 Equal Weight | +0.3% | +6.11% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +91.05% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +78.95% | 加碼 |
| 15 | VOLVF | Volvo Ab-b Shs | +0.2% | — | 不變 |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +6.79% | 加碼 |
| 17 | CVS | Cvs Health CORP | +0.2% | +84.55% | 加碼 |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +93.82% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +6.71% | 加碼 |
| 20 | MAR | Marriott International -cl A | +0.2% | +26536.84% | 加碼 |
| 21 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -0.27% | 加碼 |
| 22 | HCA | Hca Healthcare Inc | +0.1% | +62.72% | 加碼 |
| 23 | F | Ford Motor Co | +0.1% | +1.16% | 加碼 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -5.24% | 減碼 |
| 25 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +5.74% | 加碼 |
| 26 | LRCX | Lam Research CORP | +0.1% | -20.77% | 減碼 |
| 27 | PEP | Pepsico Inc | +0.1% | +583.38% | 加碼 |
| 28 | AMKR | Amkor Technology Inc | +0.1% | +7248.65% | 加碼 |
| 29 | MKSI | Mks Inc | +0.1% | — | 加碼 |
| 30 | VOX | Vanguard Communication Servi | +0.1% | +4.28% | 減碼 |
| 31 | TEL | TE Connectivity plc | +0.1% | +5.94% | 加碼 |
| 32 | LII | Lennox International Inc | +0.1% | +4708.11% | 加碼 |
| 33 | JBL | Jabil Inc | +0.1% | +0.08% | 減碼 |
| 34 | FLEX | Flex Ltd. | +0.1% | -0.70% | 減碼 |
| 35 | GM | General Motors Co | +0.1% | +13.64% | 減碼 |
| 36 | COF | Capital One Financial CORP | +0.1% | +2.81% | 加碼 |
| 37 | CPA | Copa Holdings, S.A. | +0.1% | -4.15% | 加碼 |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.40% | 加碼 |
| 39 | KLAC | Kla CORP | +0.1% | -15.89% | 減碼 |
| 40 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.74% | 加碼 |
| 41 | HPE | Hewlett Packard Enterprise | +0.1% | +129.95% | 加碼 |
| 42 | SAN | Banco Santander Sa-spon Adr | +0.1% | +17.10% | 加碼 |
| 43 | OMF | Onemain Holdings Inc | +0.1% | +32.23% | 加碼 |
| 44 | SIRI | Sirius Xm Holdings Inc | +0.1% | +7691.68% | 加碼 |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +5337.78% | 加碼 |
| 46 | NVDA | Nvidia CORP | +0.1% | -19.31% | 減碼 |
| 47 | DELL | Dell Technologies -c | +0.1% | +22.33% | 加碼 |
| 48 | NXST | Nexstar Media Group Inc | +0.1% | +622.97% | 加碼 |
| 49 | TDC | Teradata CORP | +0.1% | +14183.66% | 加碼 |
| 50 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4438.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Atlas Capital Advisors Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$8.7億，共申報了 971 個公開持股部位。
在 Q4 2025 季度，Atlas Capital Advisors Inc. 按市值排列的前三大核心持股分別為：PG (4.3%)、VGK (4.3%)、PLMR (2.7%)。其中最大持股部位 PG 佔據整體投資組合約 4.3% 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
BIL
市值: US$655.0萬
本季最大獲利了結 / 清倉標的
VIG
前期市值: US$255.6萬
在 Q4 2025 季度中，Atlas Capital Advisors Inc. 共進行了 196 項持倉異動，包含新建倉 14 個部位、加碼 69 個部位、減碼 89 個部位以及清倉 24 個部位。 其中最大新建倉標的為 BIL。 本季清倉部位包含 VIG。
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。