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。
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CIK: 0001891713
申報總市值
US$5.1億
US$5.1億
248 檔
15.4%
在 Q3 2025 的 13F 官方備案中，Herold Advisors, Inc. 管理的美股投資組合規模來到 US$5.1億，整體持股檔數為 248 檔。
數據顯示 Herold Advisors, Inc. 於 Q3 2025 季度持續回收資金，對 87 個既有部位進行裁減並清倉 52 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 15.4%，是驅動 Herold Advisors, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 248 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 | 5.00% | +0.58% | -10.94% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.88% | +0.18% | +22.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | +0.89% | +7.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.03% | +2.07% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | +0.07% | +3.76% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.92% | -0.01% | +4.93% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.87% | +0.06% | -53.29% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.86% | -0.20% | +8.47% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.04% | -10.78% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.71% | +0.09% | +19.53% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.69% | -1.77% | EXIT | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.69% | -0.16% | +7.90% | |
| 13 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.56% | -0.11% | +16.57% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.51% | -0.10% | +18.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | -0.14% | -6.19% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | -0.23% | -4.18% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | +0.19% | -21.94% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.18% | -0.16% | +12.38% | |
| 19 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.15% | +0.13% | +11.80% | |
| 20 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.14% | +0.03% | -6.97% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.11% | -0.12% | -3.12% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.09% | -0.18% | +19.39% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.07% | +0.01% | -21.96% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.05% | -0.01% | -4.21% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.21% | +0.88% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | -0.04% | +6.30% | |
| 27 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.87% | -0.01% | +18.80% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.83% | +0.03% | -7.22% | |
| 29 | AVDE | Avantis International Equity | ETF-其他 | 0.78% | — | +1.40% | |
| 30 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-其他 | 0.74% | -0.04% | +20.35% | |
| 31 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.74% | -0.02% | +1.51% | |
| 32 | CTAS | Cintas CORP | 股票-工業 | 0.72% | +0.02% | +24.52% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.72% | +0.01% | -1.66% | |
| 34 | DFIV | Dimensional International Va | ETF-其他 | 0.70% | +0.08% | +13.79% | |
| 35 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.69% | +0.07% | +6.32% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.68% | -0.01% | -0.40% | |
| 37 | BN | Brookfield CORP | 股票-金融 | 0.68% | -0.09% | -8.74% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -0.19% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.67% | -0.01% | — | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.67% | -0.02% | -7.50% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.67% | +0.03% | +25.17% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.67% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.04% | -2.29% | |
| 44 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.66% | +0.03% | +14.25% | |
| 45 | T | At&t Inc | 股票-通訊服務 | 0.65% | +0.08% | -12.79% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.63% | +0.09% | +14.88% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | -0.01% | -1.02% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | -0.03% | -65.99% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.61% | -1.08% | -2.03% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | +0.09% | -3.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +22.24% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1.1% | +7.77% | 減碼 |
| 3 | TSLA | Tesla Inc | +0.5% | -3.12% | 加碼 |
| 4 | APH | Amphenol Corp-cl A | +0.5% | +19.39% | 減碼 |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +0.5% | +19.53% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -6.19% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.5% | +2.07% | 減碼 |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | +0.4% | +11.80% | 加碼 |
| 9 | QLC | Flexshares US Quality Lg Cap | +0.3% | +18.80% | 加碼 |
| 10 | WMT | Walmart Inc | +0.3% | +7.90% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.3% | +4.93% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.3% | -1.02% | 減碼 |
| 13 | IQDY | Flexshares Int Qual Dvd Dyn | +0.3% | +20.35% | 加碼 |
| 14 | ETN | Eaton Corporation plc | +0.2% | — | 減碼 |
| 15 | QGRW | Wisdomtree US Quality Growth | +0.2% | +6.32% | 減碼 |
| 16 | IBM | Intl Business Machines CORP | +0.2% | -4.18% | 減碼 |
| 17 | SKOR | Flexshares Credit-scored US | +0.2% | +14.25% | 加碼 |
| 18 | DFIV | Dimensional International Va | +0.2% | +13.79% | 加碼 |
| 19 | HD | Home Depot Inc | +0.2% | +12.38% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.2% | -13.22% | 減碼 |
| 21 | AAPL | Apple Inc | +0.1% | -10.94% | 減碼 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +59.06% | 減碼 |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +3.26% | 加碼 |
| 24 | BN | Brookfield CORP | +0.1% | -8.74% | 減碼 |
| 25 | DFAU | Dimensional US Core Equity M | +0.1% | +0.70% | 加碼 |
| 26 | AVDE | Avantis International Equity | +0.1% | +1.40% | 減碼 |
| 27 | LRCX | Lam Research CORP | +0.1% | -7.95% | 加碼 |
| 28 | CAT | Caterpillar Inc | +0.1% | -9.62% | 加碼 |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | -2.03% | 加碼 |
| 30 | T | At&t Inc | +0.1% | -12.79% | 加碼 |
| 31 | DFCF | Dimensional Core Fixed Inc | +0.1% | +18.02% | 加碼 |
| 32 | GE | General Electric | +0.1% | -0.89% | 加碼 |
| 33 | KLAC | Kla CORP | +0.1% | +41.06% | 減碼 |
| 34 | VRT | Vertiv Holdings Co-a | +0.1% | +5.57% | 加碼 |
| 35 | COST | Costco Wholesale CORP | +0.1% | +15.51% | 加碼 |
| 36 | RTX | Rtx CORP | +0.1% | -1.11% | 減碼 |
| 37 | VZ | Verizon Communications Inc | +0.1% | -7.22% | 加碼 |
| 38 | MS | Morgan Stanley | +0.1% | -4.16% | 加碼 |
| 39 | JPEF | Jpmorgan Equity Focus ETF | +0.1% | +6.38% | 加碼 |
| 40 | GLW | Corning Inc | +0.1% | -12.27% | 減碼 |
| 41 | AVEM | Avantis Emerging Markets Eq | +0.1% | +17.91% | 加碼 |
| 42 | BA | Boeing Co/the | +0.1% | +15.80% | 減碼 |
| 43 | INTU | Intuit Inc | +0.1% | +25.17% | 減碼 |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +1.51% | 減碼 |
| 45 | AVLV | Avantis US Large Cap Value | +0.1% | +14.40% | 加碼 |
| 46 | VUG | Vanguard Growth ETF | +0.1% | +45.73% | 減碼 |
| 47 | ALLE | Allegion plc | +0.1% | +5.95% | 加碼 |
| 48 | BLK | Blackrock Inc | +0.1% | -1.44% | 加碼 |
| 49 | SCHG | Schwab US Large-cap Growth | +0.1% | +11.74% | 減碼 |
| 50 | GLD | Spdr Gold Shares | +0.1% | +4.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Herold Advisors, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$5.1億，共申報了 248 個公開持股部位。
在 Q3 2025 季度，Herold Advisors, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.0%)、NVDA (4.9%)、MSFT (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.0% 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
CGDV
市值: US$196.5萬
本季最大獲利了結 / 清倉標的
RSP
前期市值: US$682.7萬
在 Q3 2025 季度中，Herold Advisors, Inc. 共進行了 198 項持倉異動，包含新建倉 20 個部位、加碼 39 個部位、減碼 87 個部位以及清倉 52 個部位。 其中最大新建倉標的為 CGDV。 本季清倉部位包含 RSP。
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。