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: 0001696899
申報總市值
US$42.7億
US$42.7億
945 檔
24.8%
Independent Advisor Alliance 在 Q3 2025 季度的美股部位總計估值為 US$42.7億，分散於 945 個持倉標的之中，反映其市場參與廣度與投資規模。
Independent Advisor Alliance 於 Q3 2025 展現出進攻型調倉步調，本季推動了 36 檔股票的新建倉與 93 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。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, ABCB）累計市值佔比達 24.8%，是驅動 Independent Advisor Alliance 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
BE
市值: US$716.7萬
本季最大獲利了結 / 清倉標的
AMSWAUSD
前期市值: US$638.1萬
僅顯示前 200 大持股（共 945 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 | NVDA | Nvidia CORP | 股票-科技 | 8.88% | +7.15% | +2.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.09% | +3.65% | -2.48% | |
| 3 | ABCB | Ameris Bancorp | 股票-金融 | 4.74% | +3.38% | -0.00% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | +1.49% | +4.85% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.36% | +1.89% | -1.34% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.81% | +1.10% | +3.07% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.79% | +1.31% | +5.05% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | +1.28% | +1.26% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | +0.68% | +2.57% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | +0.82% | +3.36% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | +0.62% | +2.09% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.36% | +0.70% | -7.40% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.26% | +0.06% | +25.31% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.24% | +3.32% | +0.18% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.13% | +0.54% | -2.08% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 0.89% | +0.39% | +1.64% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 0.88% | +0.12% | -2.65% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.87% | +0.77% | +1.88% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.28% | -4.69% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | +0.28% | -2.08% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.35% | +1.91% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | +0.33% | +2.60% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | +0.12% | -5.01% | |
| 24 | CAT | Caterpillar Inc | 股票-工業 | 0.58% | +0.54% | +4.69% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | +0.27% | -9.99% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.54% | +0.13% | +17.19% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | +0.22% | -0.22% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | +0.24% | -1.75% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.49% | -1.13% | +10.02% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | +0.36% | +7.03% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | +0.12% | -3.85% | |
| 32 | MSTR | Strategy Inc | 股票-科技 | 0.44% | +0.02% | -7.17% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 0.44% | +0.20% | +1.04% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.42% | +0.17% | +0.71% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.40% | -2.98% | +6.38% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.14% | -12.27% | |
| 37 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.39% | +0.19% | +4.68% | |
| 38 | ANET | Arista Networks Inc | 股票-科技 | 0.39% | +0.11% | -7.34% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.39% | +0.24% | +9.73% | |
| 40 | CTAS | Cintas CORP | 股票-工業 | 0.39% | +0.12% | -8.67% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | +0.01% | -0.94% | |
| 42 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.37% | +0.14% | +5.48% | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 0.36% | +0.18% | +17.16% | |
| 44 | SPG | Simon Property Group Inc | 股票-房地產 | 0.35% | +0.22% | -0.72% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.33% | +0.07% | +0.73% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.31% | +0.17% | -5.51% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | +0.23% | +2.13% | |
| 48 | MITK | Mitek Systems Inc | 股票-其他 | 0.30% | +0.37% | -3.82% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.29% | +0.17% | +28.16% | |
| 50 | BX | Blackstone Inc | 股票-金融 | 0.28% | +0.08% | -0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +2.17% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | +3.07% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | +4.85% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +5.05% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.4% | -7.40% | 加碼 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | -5.01% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.26% | 加碼 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +10.02% | 加碼 |
| 9 | GLD | Spdr Gold Shares | +0.3% | +25.31% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.3% | +17.19% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.3% | +0.18% | 加碼 |
| 12 | FTGS | First Trust Grwth Strgth ETF | +0.2% | +4.68% | 加碼 |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.38% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +9.54% | 加碼 |
| 15 | ANET | Arista Networks Inc | +0.1% | -7.34% | 減碼 |
| 16 | CLS | Celestica Inc | +0.1% | -10.58% | 減碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +2.57% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.47% | 加碼 |
| 19 | IAU | Ishares Gold Trust | +0.1% | +228.74% | 加碼 |
| 20 | FNV | Franco-nevada CORP | +0.1% | +11.19% | 加碼 |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | +4.96% | 加碼 |
| 22 | PSIX | Power Solutions Internationa | +0.1% | -0.13% | 加碼 |
| 23 | CVNA | Carvana Co | +0.1% | +5.02% | 加碼 |
| 24 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +13.80% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | +4.69% | 加碼 |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | -5.99% | 減碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +30.65% | 加碼 |
| 28 | UBER | Uber Technologies Inc | +0.1% | +8.87% | 加碼 |
| 29 | RTX | Rtx CORP | +0.1% | +34.60% | 加碼 |
| 30 | ARGX | Argenx Se - Adr | +0.1% | +7.74% | 加碼 |
| 31 | AGX | Argan Inc | +0.1% | +1.67% | 加碼 |
| 32 | CEG | Constellation Energy | +0.1% | +14.08% | 加碼 |
| 33 | ASML | ASML Holding N.V. | +0.1% | +32.23% | 加碼 |
| 34 | LH | Labcorp Holdings Inc | +0.1% | +166.59% | 加碼 |
| 35 | NFLX | Netflix Inc | +0.1% | -2.65% | 加碼 |
| 36 | URI | United Rentals Inc | +0.1% | +11.60% | 加碼 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +104.70% | 加碼 |
| 38 | SLV | Ishares Silver Trust | +0.1% | +42.09% | 加碼 |
| 39 | JBL | Jabil Inc | +0.1% | +67.19% | 加碼 |
| 40 | GS | Goldman Sachs Group Inc | +0.1% | +2.61% | 加碼 |
| 41 | PWR | Quanta Services Inc | +0.1% | +5.36% | 加碼 |
| 42 | AVUV | Avantis US Small Cap Value | +0.1% | +32.42% | 加碼 |
| 43 | JNJ | Johnson & Johnson | +0.1% | +30.32% | 加碼 |
| 44 | EBAY | Ebay Inc | +0.1% | +407.85% | 加碼 |
| 45 | APP | Applovin Corp-class A | +0.1% | +15.54% | 加碼 |
| 46 | FIS | Fidelity National Info Serv | +0.1% | +177.80% | 加碼 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.94% | 加碼 |
| 48 | GE | General Electric | 0% | -1.99% | 加碼 |
| 49 | HSY | Hershey Co/the | 0% | +6.44% | 加碼 |
| 50 | LRCX | Lam Research CORP | 0% | +2.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Independent Advisor Alliance 在 Q3 2025 季度的美股持倉總市值約為 US$42.7億，共申報了 945 個公開持股部位。
在 Q3 2025 季度，Independent Advisor Alliance 按市值排列的前三大核心持股分別為：NVDA (8.9%)、AAPL (6.1%)、ABCB (4.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.9% 的權重。
在 Q3 2025 季度中，Independent Advisor Alliance 共進行了 200 項持倉異動，包含新建倉 36 個部位、加碼 93 個部位、減碼 64 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BE。 本季清倉部位包含 AMSWAUSD。
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。