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
261 檔
19.9%
在 Q4 2025 的 13F 官方備案中，Beacon Investment Advisory Services, Inc. 管理的美股投資組合規模來到 US$26.9億，整體持股檔數為 261 檔。
在 Q4 2025，Beacon Investment Advisory Services, Inc. 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 24 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Beacon Investment Advisory Services, Inc. 的前 5 大核心持股（包含 VTI, IJR, MSFT 等）合計佔整體申報市值的 19.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 261 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 | 7.25% | +0.24% | +0.68% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.61% | +0.96% | +5.74% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | -0.30% | -1.79% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.18% | — | -2.30% | |
| 5 | IAU | Ishares Gold Trust | ETF-避險與商品 | 3.07% | -0.66% | +0.33% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.97% | -0.38% | -6.35% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | +0.16% | -2.27% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.67% | -0.29% | +11.85% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.65% | -0.62% | -4.87% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.52% | -0.28% | +6.81% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.35% | +0.23% | -1.06% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | +0.04% | -3.73% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.01% | +0.15% | -7.21% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.88% | -0.26% | -0.92% | |
| 15 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.74% | -0.28% | +11.93% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.51% | -0.04% | -4.40% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.44% | -0.08% | +25.85% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.37% | -0.05% | -2.69% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | -1.21% | +55.14% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 1.35% | +1.54% | -6.01% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.34% | +0.48% | +102.95% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.27% | -0.19% | -4.39% | |
| 23 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.26% | +0.85% | -2.71% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.25% | -0.08% | +18.96% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.20% | +0.90% | -0.72% | |
| 26 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.19% | -0.21% | -4.76% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.15% | -0.01% | +30.06% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.13% | +0.01% | -0.85% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.47% | -2.78% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 1.11% | -0.20% | -2.53% | |
| 31 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.10% | -0.07% | -34.20% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.04% | -8.18% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.08% | +2.16% | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.90% | -0.77% | -3.84% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 0.86% | -0.17% | -4.02% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.08% | -5.36% | |
| 37 | PODD | Insulet CORP | 股票-醫療保健 | 0.83% | -0.25% | -11.54% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.83% | +0.51% | -5.36% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | +0.02% | +4.36% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.75% | -0.13% | +4.74% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.75% | -0.10% | -10.28% | |
| 42 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.74% | -0.05% | -12.07% | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.74% | +0.04% | +0.56% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.69% | +0.42% | +149.00% | |
| 45 | NVR | Nvr Inc | 股票-循環性消費 | 0.67% | -0.06% | -3.33% | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.65% | -0.74% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.07% | +4.65% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | +0.13% | +2.45% | |
| 49 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.56% | -0.13% | +10.34% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | -0.02% | +3.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.8% | +102.95% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.27% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +55.14% | 加碼 |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.4% | +149.00% | 加碼 |
| 5 | BAC | Bank Of America CORP | +0.3% | +940.09% | 加碼 |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +25.85% | 加碼 |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +30.06% | 加碼 |
| 8 | URI | United Rentals Inc | +0.3% | +1358.69% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.2% | +0.33% | 加碼 |
| 10 | AMD | Advanced Micro Devices | +0.2% | -6.01% | 減碼 |
| 11 | IDXX | Idexx Laboratories Inc | +0.2% | +11.93% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.2% | -0.72% | 減碼 |
| 13 | SCCO | Southern Copper CORP | +0.2% | +47.81% | 加碼 |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +11.85% | 加碼 |
| 15 | ISRG | Intuitive Surgical Inc | +0.2% | -4.39% | 減碼 |
| 16 | LLY | Eli Lilly & Co | +0.2% | -5.36% | 減碼 |
| 17 | IWD | Ishares Russell 1000 Value E | +0.2% | +1036.33% | 加碼 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.74% | 加碼 |
| 19 | JPST | Jpmorgan Ultra-short Income | +0.2% | +18.96% | 加碼 |
| 20 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -2.69% | 減碼 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +33.51% | 加碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +4.74% | 加碼 |
| 23 | ROST | Ross Stores Inc | +0.1% | -4.76% | 減碼 |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +6.81% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +2.16% | 加碼 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | +10.34% | 加碼 |
| 27 | GSY | Invesco Ultra Short Duration | +0.1% | +67.01% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +4.65% | 加碼 |
| 29 | AAPL | Apple Inc | 0% | -2.30% | 減碼 |
| 30 | TJX | Tjx Companies Inc | 0% | -0.92% | 減碼 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.68% | 加碼 |
| 32 | DRI | Darden Restaurants Inc | -0.1% | -19.15% | 減碼 |
| 33 | NVR | Nvr Inc | -0.1% | -3.33% | 減碼 |
| 34 | SHW | Sherwin-williams Co/the | -0.1% | -3.84% | 減碼 |
| 35 | FTNT | Fortinet Inc | -0.1% | -5.36% | 減碼 |
| 36 | DXCM | Dexcom Inc | -0.1% | -12.07% | 減碼 |
| 37 | ETN | Eaton Corporation plc | -0.2% | +0.56% | 加碼 |
| 38 | NOW | Servicenow Inc | -0.2% | +299.41% | 加碼 |
| 39 | PANW | Palo Alto Networks Inc | -0.2% | -2.71% | 減碼 |
| 40 | MA | Mastercard Inc - A | -0.2% | -4.87% | 減碼 |
| 41 | PYPL | Paypal Holdings Inc | -0.2% | -27.62% | 減碼 |
| 42 | PODD | Insulet CORP | -0.2% | -11.54% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -6.35% | 減碼 |
| 44 | ADP | Automatic Data Processing | -0.3% | -71.81% | 減碼 |
| 45 | HD | Home Depot Inc | -0.3% | -2.78% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.5% | -1.79% | 減碼 |
| 47 | BKNG | Booking Holdings Inc | -0.6% | -34.20% | 減碼 |
| 48 | ZTS | Zoetis Inc | -0.9% | -98.38% | 減碼 |
| 49 | ITW | Illinois Tool Works | -1.1% | -79.07% | 減碼 |
| 50 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisory Services, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$26.9億，共申報了 261 個公開持股部位。
在 Q4 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 (4.6%)、MSFT (3.8%)。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
UBER
市值: US$1069.1萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1.0億
在 Q4 2025 季度中，Beacon Investment Advisory Services, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 24 個部位、減碼 25 個部位以及清倉 0 個部位。 其中最大新建倉標的為 UBER。
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。