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: 0001909571
申報總市值
US$1.8億
US$1.8億
75 檔
14.3%
在 Q3 2025 的 13F 官方備案中，Elevate Capital Advisors, LLC 管理的美股投資組合規模來到 US$1.8億，整體持股檔數為 75 檔。
Elevate Capital Advisors, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 29 檔股票的新建倉與 28 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，Elevate Capital Advisors, LLC 的前 5 大核心持股（包含 BIL, PHYS, TRV 等）合計佔整體申報市值的 14.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.76% | -2.98% | +192.66% | |
| 2 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 4.19% | -1.21% | +2.99% | |
| 3 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.36% | -0.45% | -1.29% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.93% | -0.10% | +0.25% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.11% | +0.50% | |
| 6 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.77% | -0.73% | +17.99% | |
| 7 | WRB | Wr Berkley CORP | 股票-金融 | 2.64% | +0.03% | -1.90% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.64% | — | +251.95% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.61% | -0.20% | +5.02% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.59% | -0.59% | +50.54% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | -0.12% | +6.66% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.46% | +0.03% | +14.73% | |
| 13 | KBWP | Invesco Kbw Property & Casua | ETF-其他 | 2.45% | -0.11% | +17.82% | |
| 14 | FNV | Franco-nevada CORP | 股票-原物料 | 2.45% | -0.36% | +2.35% | |
| 15 | CPNG | Coupang Inc | 股票-循環性消費 | 2.38% | — | +2.67% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.34% | +4.59% | +15.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.25% | +0.10% | +1.52% | |
| 18 | UBER | Uber Technologies Inc | 股票-工業 | 2.12% | -0.12% | +14.41% | |
| 19 | DG | Dollar General CORP | 股票-非循環性消費 | 1.97% | -1.73% | EXIT | |
| 20 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.81% | — | — | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.74% | — | +32.37% | |
| 22 | EQT | Eqt CORP | 股票-能源 | 1.71% | -0.38% | +29.99% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | +0.09% | +5.06% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.63% | -0.55% | +4.32% | |
| 25 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.62% | — | +6.78% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 1.60% | -1.46% | EXIT | |
| 27 | L | Loews CORP | 股票-金融 | 1.60% | -1.93% | EXIT | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.58% | — | +23.81% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.55% | -0.53% | +33.42% | |
| 30 | ANET | Arista Networks Inc | 股票-科技 | 1.52% | +0.05% | -3.16% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.46% | -0.82% | +14.89% | |
| 32 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 1.46% | -0.41% | +18.57% | |
| 33 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.44% | -0.52% | +3.23% | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 1.43% | -0.29% | +6.48% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | -0.08% | +0.94% | |
| 36 | EZBC | Franklin Bitcoin ETF | ETF-加密貨幣 | 1.28% | -0.32% | +10.88% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.26% | +0.85% | +2.64% | |
| 38 | DE | Deere & Co | 股票-工業 | 1.22% | -0.74% | EXIT | |
| 39 | ROIV | Roivant Sciences Ltd. | 股票-醫療保健 | 1.20% | -0.09% | -1.93% | |
| 40 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.20% | -0.13% | -1.57% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.13% | -0.69% | +4.51% | |
| 42 | ACN | Accenture plc | 股票-科技 | 1.12% | -0.34% | EXIT | |
| 43 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.10% | — | +0.48% | |
| 44 | CPRT | Copart Inc | 股票-工業 | 1.03% | — | — | |
| 45 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.95% | — | — | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.95% | — | — | |
| 47 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.89% | — | -20.91% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.84% | -0.43% | -3.31% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | -63.12% | |
| 50 | VRSN | Verisign Inc | 股票-科技 | 0.64% | — | -37.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +4.6% | +192.66% | 加碼 |
| 2 | ADP | Automatic Data Processing | +1.4% | +251.95% | 加碼 |
| 3 | DG | Dollar General CORP | +1.3% | +4.13% | 加碼 |
| 4 | QUAL | Ishares Msci USA Quality Fac | +1% | +14.73% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.9% | +0.94% | 加碼 |
| 6 | KBWP | Invesco Kbw Property & Casua | +0.8% | +17.82% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.7% | +32.37% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.6% | +0.25% | 加碼 |
| 9 | EZBC | Franklin Bitcoin ETF | +0.6% | +10.88% | 加碼 |
| 10 | MCD | Mcdonald's CORP | +0.6% | +4.32% | 加碼 |
| 11 | HSY | Hershey Co/the | +0.5% | +17.99% | 加碼 |
| 12 | SGOL | Abrdn Physical Gold Shares | +0.5% | +18.57% | 加碼 |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +15.48% | 加碼 |
| 14 | EQT | Eqt CORP | +0.4% | +29.99% | 加碼 |
| 15 | CME | Cme Group Inc | +0.3% | +85.20% | 加碼 |
| 16 | UBER | Uber Technologies Inc | +0.3% | +14.41% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.2% | +33.42% | 加碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +50.54% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +19.38% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.1% | +69.09% | 加碼 |
| 21 | JPC | Nuveen Prefered & Income Opp | +0.1% | +120.39% | 加碼 |
| 22 | FNV | Franco-nevada CORP | +0.1% | +2.35% | 減碼 |
| 23 | CPNG | Coupang Inc | — | +2.67% | 減碼 |
| 24 | IBIT | Ishares Bitcoin Trust ETF | — | +4.51% | 減碼 |
| 25 | MKTX | Marketaxess Holdings Inc | 0% | -20.91% | 加碼 |
| 26 | DE | Deere & Co | -0.2% | +18.93% | 加碼 |
| 27 | PM | Philip Morris International | -0.2% | +6.48% | 加碼 |
| 28 | KO | Coca-cola Co/the | -0.2% | +14.89% | 加碼 |
| 29 | PHYS | Sprott Physical Gold Trust | -0.3% | +2.99% | 加碼 |
| 30 | COST | Costco Wholesale CORP | -0.4% | -4.97% | 減碼 |
| 31 | ROIV | Roivant Sciences Ltd. | -0.5% | -1.93% | 減碼 |
| 32 | AXS | AXIS Capital Holdings Limited | -0.5% | +3.23% | 加碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +5.06% | 加碼 |
| 34 | MNST | Monster Beverage CORP | -0.6% | -1.57% | 減碼 |
| 35 | ABNB | Airbnb Inc-class A | -0.6% | +0.48% | 減碼 |
| 36 | XLE | Ss Energy Select Sector | -0.7% | -3.31% | 減碼 |
| 37 | VRSN | Verisign Inc | -0.8% | -37.07% | 減碼 |
| 38 | WRB | Wr Berkley CORP | -0.9% | -1.90% | 減碼 |
| 39 | SHW | Sherwin-williams Co/the | -1.1% | -33.40% | 減碼 |
| 40 | AAPL | Apple Inc | -1.2% | +5.02% | 減碼 |
| 41 | TRV | Travelers Cos Inc/the | -1.2% | -1.29% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -1.3% | -63.12% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -1.4% | +6.66% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -1.4% | +1.52% | 減碼 |
| 45 | MSFT | Microsoft CORP | -1.4% | +0.50% | 減碼 |
| 46 | VOO | Vanguard S&p 500 ETF | -2.1% | +2.64% | 減碼 |
| 47 | YELP | Yelp Inc | — | EXIT | 清倉 |
| 48 | BAH | Booz Allen Hamilton Holdings | — | NEW | 新建倉 |
| 49 | NKE | Nike Inc -cl B | — | NEW | 新建倉 |
| 50 | L | Loews CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Elevate Capital Advisors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 75 個公開持股部位。
在 Q3 2025 季度，Elevate Capital Advisors, LLC 按市值排列的前三大核心持股分別為：BIL (4.8%)、PHYS (4.2%)、TRV (3.4%)。其中最大持股部位 BIL 佔據整體投資組合約 4.8% 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
BAH
市值: US$259.8萬
本季最大獲利了結 / 清倉標的
YELP
前期市值: US$276.6萬
在 Q3 2025 季度中，Elevate Capital Advisors, LLC 共進行了 87 項持倉異動，包含新建倉 29 個部位、加碼 28 個部位、減碼 18 個部位以及清倉 12 個部位。 其中最大新建倉標的為 BAH。 本季清倉部位包含 YELP。
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。