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: 0001606666
申報總市值
US$9.3億
US$9.3億
268 檔
25.1%
根據最新整理的 13F 季度數據集，Fort Sheridan Advisors LLC 於 Q3 2025 結束時的管理資產規模為 US$9.3億。該機構在本季度申報了 268 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Fort Sheridan Advisors LLC 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 27 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, EPD）占據了總市值的 25.1%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
USB
市值: US$68.3萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$6170.7萬
僅顯示前 200 大持股（共 268 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 | MSFT | Microsoft CORP | 股票-科技 | 10.15% | -0.69% | +0.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.66% | +0.16% | -1.11% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 4.02% | -0.59% | -0.37% | |
| 4 | CME | Cme Group Inc | 股票-金融 | 3.82% | -1.28% | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.82% | -0.03% | -0.72% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | +0.01% | -1.42% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.58% | +0.27% | +7.69% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.90% | +0.07% | -0.04% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 2.57% | -0.44% | +1.74% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.51% | -0.08% | -0.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.27% | +0.04% | +11.86% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.97% | +0.07% | -1.12% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | -0.14% | +0.88% | |
| 14 | ICE | Intercontinental Exchange In | 股票-金融 | 1.23% | -0.31% | +0.03% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | -0.11% | -0.93% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.07% | +0.58% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | -0.09% | -0.83% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.03% | +1.18% | -1.83% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.03% | -0.07% | -0.21% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | +0.05% | -3.14% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.02% | -0.03% | +0.95% | |
| 22 | BA | Boeing Co/the | 股票-工業 | 0.94% | -0.03% | -5.70% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.37% | -0.12% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.89% | +0.04% | +0.19% | |
| 25 | ET | Energy Transfer LP | 股票-能源 | 0.89% | -0.11% | +0.23% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.03% | +4.65% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | — | +1.30% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | +0.09% | +5.71% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | +1.03% | -5.75% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +0.54% | +20.47% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +1.93% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.68% | +0.37% | +1.28% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.22% | +26.49% | |
| 34 | ALL | Allstate CORP | 股票-金融 | 0.63% | +0.02% | — | |
| 35 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.60% | -0.15% | +0.07% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.57% | -0.20% | -7.05% | |
| 37 | DE | Deere & Co | 股票-工業 | 0.55% | +0.01% | -5.26% | |
| 38 | RITM | Rithm Capital CORP | 股票-房地產 | 0.55% | -0.13% | +3.04% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.54% | -0.14% | -1.52% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | +0.10% | +3.61% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 0.50% | -0.14% | -4.81% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | +0.09% | -1.16% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.42% | -0.06% | +1.51% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.42% | -0.01% | -1.17% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.40% | -0.09% | +3.70% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.14% | +4.94% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.37% | -0.11% | — | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.37% | -0.04% | +0.48% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | +0.04% | +14.32% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | -0.01% | -3.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +0.01% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.3% | -1.42% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.1% | +7.69% | 加碼 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +11.86% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.4% | +4.65% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.4% | -1.83% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.72% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.71% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +26.49% | 加碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +20.47% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +0.88% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.1% | -3.61% | 減碼 |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +14.32% | 加碼 |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.1% | +18.41% | 加碼 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.28% | 加碼 |
| 16 | DDS | Dillards Inc-cl A | +0.1% | +7.10% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.1% | +4.30% | 加碼 |
| 18 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +29.47% | 加碼 |
| 19 | VST | Vistra CORP | +0.1% | — | 加碼 |
| 20 | MGC | Vanguard Mega Cap ETF | +0.1% | +18.88% | 加碼 |
| 21 | AMAT | Applied Materials Inc | +0.1% | -5.75% | 減碼 |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | +10.93% | 加碼 |
| 23 | PWR | Quanta Services Inc | +0.1% | +2.54% | 加碼 |
| 24 | AMD | Advanced Micro Devices | +0.1% | +26.93% | 加碼 |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.30% | 加碼 |
| 26 | FSLR | First Solar Inc | +0.1% | +0.33% | 加碼 |
| 27 | BX | Blackstone Inc | +0.1% | -0.53% | 減碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +34.75% | 加碼 |
| 29 | AXP | American Express Co | +0.1% | +0.19% | 加碼 |
| 30 | PFE | Pfizer Inc | +0.1% | +3.70% | 加碼 |
| 31 | ASML | ASML Holding N.V. | +0.1% | -1.52% | 加碼 |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.17% | 加碼 |
| 33 | BA | Boeing Co/the | 0% | -5.70% | 減碼 |
| 34 | AMZN | Amazon.com Inc | 0% | -0.04% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -0.93% | 減碼 |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.76% | 減碼 |
| 37 | DSL | Doubleline Income Solutions | -0.1% | -8.27% | 減碼 |
| 38 | TPL | Texas Pacific Land CORP | -0.1% | — | 減碼 |
| 39 | ABBV | Abbvie Inc | -0.1% | -1.12% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -14.90% | 減碼 |
| 41 | KVUE | Kenvue Inc | -0.2% | -3.51% | 減碼 |
| 42 | CVX | Chevron CORP | -0.3% | -0.12% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | -0.3% | -0.21% | 減碼 |
| 44 | V | Visa Inc-class A Shares | -0.3% | -3.14% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.58% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -0.83% | 減碼 |
| 47 | AAPL | Apple Inc | -0.7% | -1.11% | 減碼 |
| 48 | EPD | Enterprise Products Partners | -1.1% | -0.37% | 減碼 |
| 49 | OKE | Oneok Inc | -1.3% | +1.74% | 加碼 |
| 50 | USB | US Bancorp | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Fort Sheridan Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$9.3億，共申報了 268 個公開持股部位。
在 Q3 2025 季度，Fort Sheridan Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (10.2%)、AAPL (8.7%)、EPD (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.2% 的權重。
在 Q3 2025 季度中，Fort Sheridan Advisors LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 27 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 USB。
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。
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。
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。