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: 0001744317
申報總市值
US$215.5億
US$215.5億
1188 檔
6.2%
Beacon Pointe Advisors, LLC 在 Q1 2025 季度的美股部位總計估值為 US$215.5億，分散於 1188 個持倉標的之中，反映其市場參與廣度與投資規模。
Beacon Pointe Advisors, LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 39 檔股票的新建倉與 147 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Beacon Pointe Advisors, LLC 的前 5 大核心持股（包含 AAPL, VOO, LII 等）合計佔整體申報市值的 6.2%，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 1188 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 | AAPL | Apple Inc | 股票-科技 | 4.16% | +0.01% | -6.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.44% | +0.32% | +8.94% | |
| 3 | LII | Lennox International Inc | 股票-工業 | 2.68% | +0.09% | -2.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.23% | +1.89% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.27% | +0.39% | -5.22% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | -0.01% | +4.97% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.86% | -0.05% | +2.98% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.75% | +0.05% | -3.97% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.68% | +0.16% | -0.26% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.49% | +0.02% | -3.14% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.30% | +0.09% | -5.67% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.18% | -0.14% | -0.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.13% | — | +0.96% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | -3.35% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.03% | -0.09% | +1.97% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.03% | +0.02% | -0.36% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.02% | +0.03% | +4.60% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | +0.01% | +11.41% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | -0.04% | -1.59% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.06% | +10.40% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.90% | +0.09% | +8.90% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | +0.05% | -7.25% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | +0.19% | +1.81% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.33% | -5.30% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.22% | -1.51% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.77% | -0.03% | +19.30% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.74% | +0.04% | +13.59% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.07% | +9.96% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | — | -3.11% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | -0.07% | +2.25% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.63% | -0.01% | +1.87% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.18% | +0.39% | |
| 33 | DDS | Dillards Inc-cl A | 股票-其他 | 0.61% | — | NEW | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | +0.12% | +0.97% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | -0.04% | +0.12% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.04% | +18.25% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.58% | — | -3.73% | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.54% | -0.01% | +0.09% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.53% | +0.01% | -9.78% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | +0.10% | -16.57% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | +0.01% | -2.75% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.46% | — | -1.51% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.06% | +2.59% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.43% | -0.06% | +57.79% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.41% | +0.02% | -2.83% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | -0.03% | -7.32% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.41% | -0.05% | +1.29% | |
| 48 | FTNT | Fortinet Inc | 股票-科技 | 0.40% | +0.10% | +0.26% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | -0.01% | +0.87% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +0.18% | +0.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -5.22% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | +4.97% | 加碼 |
| 3 | VTV | Vanguard Value ETF | +0.8% | -0.26% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | +1.89% | 加碼 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.7% | +1.97% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.7% | +11.41% | 加碼 |
| 7 | VUG | Vanguard Growth ETF | +0.6% | -5.67% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.6% | +13.59% | 加碼 |
| 9 | AJG | Arthur J Gallagher & Co | +0.5% | +0.09% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | -3.35% | 加碼 |
| 11 | DFAC | Dimensional US Core Equity 2 | +0.4% | -1.51% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.4% | -16.57% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.4% | +0.39% | 加碼 |
| 14 | CVX | Chevron CORP | +0.4% | -1.51% | 加碼 |
| 15 | FTNT | Fortinet Inc | +0.4% | +0.26% | 加碼 |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | +0.4% | +3.94% | 加碼 |
| 17 | SCHG | Schwab US Large-cap Growth | +0.4% | +4.60% | 加碼 |
| 18 | ET | Energy Transfer LP | +0.4% | +38.55% | 加碼 |
| 19 | PG | Procter & Gamble Co/the | +0.3% | +9.96% | 加碼 |
| 20 | PANW | Palo Alto Networks Inc | +0.3% | +0.74% | 加碼 |
| 21 | GLD | Spdr Gold Shares | +0.3% | -1.39% | 加碼 |
| 22 | OKE | Oneok Inc | +0.3% | +8.50% | 加碼 |
| 23 | IBM | Intl Business Machines CORP | +0.3% | +0.12% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.96% | 加碼 |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -7.32% | 加碼 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.3% | +10.40% | 加碼 |
| 27 | EFV | Ishares Msci Eafe Value ETF | +0.3% | -3.73% | 加碼 |
| 28 | VONG | Vanguard Russell 1000 Growth | +0.2% | +8.90% | 加碼 |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.97% | 加碼 |
| 30 | VV | Vanguard Large-cap ETF | +0.2% | -4.77% | 加碼 |
| 31 | MCD | Mcdonald's CORP | +0.2% | -3.29% | 加碼 |
| 32 | VONE | Vanguard Russell 1000 | +0.2% | -2.75% | 加碼 |
| 33 | WFC | Wells Fargo & Co | +0.2% | -2.47% | 加碼 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.2% | -24.91% | 加碼 |
| 35 | RTX | Rtx CORP | +0.2% | +24.00% | 加碼 |
| 36 | ADP | Automatic Data Processing | +0.2% | +0.63% | 加碼 |
| 37 | WMT | Walmart Inc | +0.2% | +2.59% | 加碼 |
| 38 | ABT | Abbott Laboratories | +0.2% | +2.58% | 加碼 |
| 39 | SUB | Ishares Short-term National | +0.2% | +61.69% | 加碼 |
| 40 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +9.34% | 加碼 |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +5.99% | 加碼 |
| 42 | VONV | Vanguard Russell 1000 Value | +0.2% | +1.65% | 加碼 |
| 43 | PFE | Pfizer Inc | +0.2% | +57.79% | 加碼 |
| 44 | CAT | Caterpillar Inc | +0.2% | -1.64% | 加碼 |
| 45 | TSCO | Tractor Supply Company | +0.2% | +4.18% | 加碼 |
| 46 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +3.66% | 加碼 |
| 47 | MDLZ | Mondelez International Inc-a | +0.2% | -0.04% | 加碼 |
| 48 | ORCL | Oracle CORP | +0.1% | +23.55% | 加碼 |
| 49 | KMI | Kinder Morgan, Inc. | +0.1% | +13.93% | 加碼 |
| 50 | PEP | Pepsico Inc | +0.1% | +1.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Beacon Pointe Advisors, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$215.5億，共申報了 1188 個公開持股部位。
在 Q1 2025 季度，Beacon Pointe Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (4.2%)、VOO (3.4%)、LII (2.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
LII
市值: US$2.4億
本季最大獲利了結 / 清倉標的
ACCDUSD
前期市值: US$993.3萬
在 Q1 2025 季度中，Beacon Pointe Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 39 個部位、加碼 147 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 LII。 本季清倉部位包含 ACCDUSD。
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。