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: 0001963169
申報總市值
US$3.2億
US$3.2億
160 檔
8.2%
在 Q1 2025 的 13F 官方備案中，HF Advisory Group, LLC 管理的美股投資組合規模來到 US$3.2億，整體持股檔數為 160 檔。
HF Advisory Group, LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 33 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，HF Advisory Group, LLC 的前 5 大核心持股（包含 DGRO, BRK-B, LGLV 等）合計佔整體申報市值的 8.2%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
AMAT
市值: US$76.7萬
本季最大獲利了結 / 清倉標的
WPP
前期市值: US$35.6萬
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.90% | +0.07% | +6.67% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | -0.06% | +7.82% | |
| 3 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 2.22% | +0.01% | +1.97% | |
| 4 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 2.14% | +0.03% | +11.14% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.09% | +6.11% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.90% | -0.11% | +3.32% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.81% | +0.04% | -6.89% | |
| 8 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.78% | -0.40% | +23.01% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.32% | -1.81% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.60% | -0.05% | -8.21% | |
| 11 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.51% | +0.13% | -10.81% | |
| 12 | CAPE | Doubleline Shiller Cape US | ETF-其他 | 1.51% | +0.05% | +4.80% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.45% | +0.07% | -0.97% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | -0.06% | -1.35% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 1.43% | +0.01% | +13.16% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 1.31% | +0.08% | +10.44% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.30% | -0.05% | +0.27% | |
| 18 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.29% | +0.12% | +8.04% | |
| 19 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 1.24% | -0.30% | -3.70% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.22% | +0.05% | -0.22% | |
| 21 | PFE | Pfizer Inc | 股票-醫療保健 | 1.22% | -0.14% | +20.20% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | +0.18% | +1.39% | |
| 23 | TRP | Tc Energy CORP | 股票-能源 | 1.19% | -0.11% | +10.57% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.43% | +16.52% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 1.14% | -0.31% | +2.57% | |
| 26 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.11% | +0.10% | +14.89% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 1.10% | +0.01% | -5.70% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +0.12% | +1.96% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 1.07% | -0.07% | +16.39% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 1.07% | +0.01% | +2.65% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.05% | +0.07% | -0.67% | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 1.02% | -0.40% | +8.14% | |
| 33 | SO | Southern Co/the | 股票-公用事業 | 1.01% | -0.05% | +13.51% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.98% | -0.17% | +21.31% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.92% | +0.03% | +7.73% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.91% | +0.10% | +2.98% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.02% | +0.97% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.86% | — | +7.06% | |
| 39 | KMX | Carmax Inc | 股票-循環性消費 | 0.86% | -0.66% | EXIT | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.83% | -0.07% | +4.72% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.80% | -0.43% | +6.71% | |
| 42 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.80% | +0.03% | +10.92% | |
| 43 | MO | Altria Group Inc | 股票-非循環性消費 | 0.80% | +0.03% | +6.48% | |
| 44 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.79% | -0.18% | +22.59% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.78% | +0.11% | +16.49% | |
| 46 | NI | Nisource Inc | 股票-公用事業 | 0.76% | -0.02% | -4.14% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | +0.03% | -2.33% | |
| 48 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.75% | +0.12% | -2.17% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.72% | +0.07% | +14.18% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.08% | -3.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.4% | +23.01% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +7.82% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.3% | NEW | 新建倉 |
| 4 | ELV | Elevance Health Inc | +0.3% | +14.89% | 加碼 |
| 5 | PM | Philip Morris International | +0.2% | +2.65% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +16.52% | 加碼 |
| 7 | EBAY | Ebay Inc | +0.2% | +61.93% | 加碼 |
| 8 | MDT | Medtronic plc | +0.2% | +59.76% | 加碼 |
| 9 | APD | Air Products & Chemicals Inc | +0.2% | +69.40% | 加碼 |
| 10 | T | At&t Inc | +0.2% | +2.57% | 加碼 |
| 11 | VOD | Vodafone Group Plc-sp Adr | +0.2% | +22.59% | 加碼 |
| 12 | BDX | Becton Dickinson And Co | +0.2% | +60.41% | 加碼 |
| 13 | KVUE | Kenvue Inc | +0.2% | +8.04% | 加碼 |
| 14 | SHEL | Shell Plc-adr | +0.2% | +8.14% | 加碼 |
| 15 | SO | Southern Co/the | +0.2% | +13.51% | 加碼 |
| 16 | LYG | Lloyds Banking Group Plc-adr | +0.2% | +3.42% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +4.72% | 加碼 |
| 18 | RTX | Rtx CORP | +0.1% | +7.73% | 加碼 |
| 19 | BTI | British American Tob-sp Adr | +0.1% | +10.92% | 加碼 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | +21.12% | 加碼 |
| 21 | FALN | Ishares Fallen Angels ETF | +0.1% | +11.14% | 加碼 |
| 22 | PEP | Pepsico Inc | +0.1% | +21.31% | 加碼 |
| 23 | MO | Altria Group Inc | +0.1% | +6.48% | 加碼 |
| 24 | PFE | Pfizer Inc | +0.1% | +20.20% | 加碼 |
| 25 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +13.16% | 加碼 |
| 26 | LLY | Eli Lilly & Co | +0.1% | +18.35% | 加碼 |
| 27 | WFC | Wells Fargo & Co | +0.1% | +10.44% | 加碼 |
| 28 | COR | Cencora Inc | +0.1% | -0.19% | 減碼 |
| 29 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | -3.70% | 減碼 |
| 30 | TRP | Tc Energy CORP | +0.1% | +10.57% | 加碼 |
| 31 | UL | Unilever PLC | +0.1% | +16.05% | 加碼 |
| 32 | DGRO | Ishares Core Dividend Growth | +0.1% | +6.67% | 加碼 |
| 33 | V | Visa Inc-class A Shares | +0.1% | -1.81% | 減碼 |
| 34 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | +1.97% | 加碼 |
| 35 | ANGL | Vaneck Fallen Angel High Yld | -0.1% | EXIT | 清倉 |
| 36 | QYLD | Global X Nasd 100 Cov Call | -0.1% | -13.19% | 減碼 |
| 37 | IQV | Iqvia Holdings Inc | -0.1% | -2.17% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -33.61% | 減碼 |
| 39 | WPP | Wpp Plc-sponsored Adr | -0.2% | EXIT | 清倉 |
| 40 | VGT | Vanguard Info Tech ETF | -0.2% | -5.18% | 減碼 |
| 41 | KMX | Carmax Inc | -0.2% | -12.54% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | +6.11% | 加碼 |
| 43 | NVDA | Nvidia CORP | -0.3% | -2.33% | 減碼 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | +1.96% | 加碼 |
| 45 | CRM | Salesforce Inc | -0.3% | -3.39% | 減碼 |
| 46 | AAPL | Apple Inc | -0.3% | -5.70% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.4% | +0.54% | 加碼 |
| 48 | BKNG | Booking Holdings Inc | -0.4% | -10.81% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -0.5% | -8.21% | 減碼 |
| 50 | GOOG | Alphabet Inc-cl C | -0.7% | -6.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，HF Advisory Group, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 160 個公開持股部位。
在 Q1 2025 季度，HF Advisory Group, LLC 按市值排列的前三大核心持股分別為：DGRO (2.9%)、BRK-B (2.2%)、LGLV (2.2%)。其中最大持股部位 DGRO 佔據整體投資組合約 2.9% 的權重。
在 Q1 2025 季度中，HF Advisory Group, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 33 個部位、減碼 14 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 WPP。
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。