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: 0001654599
申報總市值
US$26.9億
US$26.9億
253 檔
19.7%
Q3 2025 季度申報顯示，Beacon Investment Advisory Services, Inc. 揭露的美股組合總市值為 US$26.9億，涵蓋 253 個不同之權益投資部位。
Beacon Investment Advisory Services, Inc. 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 31 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 VTI, IJR, MSFT）占據了總市值的 19.7%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 253 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.26% | +0.24% | +0.69% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.44% | +0.96% | +5.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.30% | +22.63% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.20% | -0.38% | -5.62% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.14% | — | -1.68% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.86% | -0.62% | -2.72% | |
| 7 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.83% | -0.66% | +0.38% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.47% | -0.29% | +0.85% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.43% | -0.28% | +1.72% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.35% | +0.04% | -5.04% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.35% | +0.23% | +11.49% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.27% | +0.16% | -1.85% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.00% | +0.15% | -5.54% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.84% | -0.26% | +5.33% | |
| 15 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.73% | -0.07% | -0.55% | |
| 16 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.51% | -0.28% | +15.66% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.48% | -0.04% | -3.22% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.47% | +0.85% | -0.95% | |
| 19 | ITW | Illinois Tool Works | 股票-工業 | 1.41% | -0.03% | -0.42% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.39% | -0.47% | +0.98% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.25% | -0.05% | -1.15% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.21% | -0.20% | -1.04% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.18% | -0.08% | +4.12% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.15% | +0.01% | -6.57% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | +1.54% | -4.60% | |
| 26 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.09% | -0.21% | -5.80% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.09% | -0.08% | -1.55% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.08% | -0.19% | -3.07% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | +0.04% | -8.71% | |
| 30 | PODD | Insulet CORP | 股票-醫療保健 | 1.06% | -0.25% | -8.23% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.03% | -0.77% | -0.96% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.99% | +0.90% | -0.11% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.97% | -0.17% | -2.47% | |
| 34 | FTNT | Fortinet Inc | 股票-科技 | 0.96% | +0.51% | -1.43% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | -0.01% | +1.25% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.89% | +0.04% | +3.07% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | -1.21% | -9.62% | |
| 38 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.88% | -0.05% | -10.21% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.08% | +0.85% | |
| 40 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.86% | -0.01% | -1.84% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | +0.02% | +1.43% | |
| 42 | NVR | Nvr Inc | 股票-循環性消費 | 0.78% | -0.06% | -0.77% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.75% | -0.74% | EXIT | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.74% | -0.10% | -8.44% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | +0.08% | -10.41% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.64% | -0.13% | +2.19% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.56% | +0.48% | +4.50% | |
| 48 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.56% | — | -1.90% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.13% | +3.44% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.55% | +0.07% | +13.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +0.69% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.2% | +22.63% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.6% | -5.04% | 減碼 |
| 4 | PANW | Palo Alto Networks Inc | +0.6% | -0.95% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.85% | 減碼 |
| 6 | TJX | Tjx Companies Inc | +0.6% | +5.33% | 加碼 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.6% | +11.49% | 加碼 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.4% | +5.49% | 加碼 |
| 9 | NOW | Servicenow Inc | +0.4% | +685.92% | 加碼 |
| 10 | MS | Morgan Stanley | +0.4% | -5.54% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.4% | -8.71% | 減碼 |
| 12 | CB | Chubb Limited | +0.3% | +16.07% | 加碼 |
| 13 | IAU | Ishares Gold Trust | +0.3% | +0.38% | 加碼 |
| 14 | CME | Cme Group Inc | +0.3% | — | 加碼 |
| 15 | IDXX | Idexx Laboratories Inc | +0.2% | +15.66% | 減碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +3.44% | 加碼 |
| 17 | ETN | Eaton Corporation plc | +0.2% | +3.07% | 加碼 |
| 18 | AMD | Advanced Micro Devices | +0.2% | -4.60% | 減碼 |
| 19 | MCO | Moody's CORP | +0.2% | +279.81% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | -5.62% | 減碼 |
| 21 | AMAT | Applied Materials Inc | +0.2% | -0.11% | 減碼 |
| 22 | CAT | Caterpillar Inc | +0.2% | +4.50% | 加碼 |
| 23 | BKNG | Booking Holdings Inc | +0.1% | -0.55% | 減碼 |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.12% | 加碼 |
| 25 | AAPL | Apple Inc | -0.1% | -1.68% | 減碼 |
| 26 | ACN | Accenture plc | -0.2% | -82.05% | 減碼 |
| 27 | AIG | American International Group | -0.2% | +10.36% | 減碼 |
| 28 | TTD | Trade Desk Inc/the -class A | -0.2% | -30.21% | 減碼 |
| 29 | MRK | Merck & Co. Inc. | -0.3% | -4.62% | 減碼 |
| 30 | LLY | Eli Lilly & Co | -0.3% | -10.41% | 減碼 |
| 31 | CVX | Chevron CORP | -0.3% | -83.64% | 減碼 |
| 32 | ZTS | Zoetis Inc | -0.4% | -1.84% | 減碼 |
| 33 | ISRG | Intuitive Surgical Inc | -0.4% | -3.07% | 減碼 |
| 34 | DHR | Danaher CORP | -0.4% | -8.44% | 減碼 |
| 35 | PODD | Insulet CORP | -0.4% | -8.23% | 減碼 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -11.51% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.5% | -90.39% | 減碼 |
| 38 | UNP | Union Pacific CORP | -0.5% | -0.72% | 減碼 |
| 39 | REGN | Regeneron Pharmaceuticals | -0.5% | -50.99% | 減碼 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -1.15% | 減碼 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.5% | -39.37% | 減碼 |
| 42 | MA | Mastercard Inc - A | -0.6% | -2.72% | 減碼 |
| 43 | DXCM | Dexcom Inc | -0.7% | -10.21% | 減碼 |
| 44 | MTD | Mettler-toledo International | -0.8% | -50.77% | 減碼 |
| 45 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建倉 |
| 46 | WM | Waste Management Inc | — | NEW | 新建倉 |
| 47 | ALL | Allstate CORP | — | NEW | 新建倉 |
| 48 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新建倉 |
| 49 | ALLE | Allegion plc | — | EXIT | 清倉 |
| 50 | TGT | Target CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisory Services, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$26.9億，共申報了 253 個公開持股部位。
在 Q3 2025 季度，Beacon Investment Advisory Services, Inc. 按市值排列的前三大核心持股分別為：VTI (7.3%)、IJR (4.4%)、MSFT (4.2%)。其中最大持股部位 VTI 佔據整體投資組合約 7.3% 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
VOO
市值: US$869.3萬
本季最大獲利了結 / 清倉標的
ALLE
前期市值: US$583.6萬
在 Q3 2025 季度中，Beacon Investment Advisory Services, Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 15 個部位、減碼 29 個部位以及清倉 2 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 ALLE。
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。