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: 0000925953
申報總市值
US$3.5億
US$3.5億
116 檔
29.8%
在 Q3 2024 申報期間，Investment Advisory Services Inc /tx /adv（CIK: 0000925953）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.5億，共持有 116 個公開申報部位。
在 Q3 2024 期間，Investment Advisory Services Inc /tx /adv 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VIG, QQQ, MSFT）累計市值佔比達 29.8%，是驅動 Investment Advisory Services Inc /tx /adv 該季度整體投資組合績效表現的核心支柱。
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 10.18% | +0.17% | +2.77% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.90% | +1.85% | +2.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.42% | -0.43% | -10.26% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.27% | -1.12% | +6.66% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.78% | -0.09% | +0.60% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.49% | +0.11% | -5.69% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.80% | -0.23% | +18.58% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.98% | -0.69% | -5.66% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.15% | -0.73% | -7.73% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.99% | +0.08% | -6.21% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.95% | -0.38% | -2.06% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.82% | -0.07% | -2.75% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.78% | +0.20% | +3.52% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.58% | -0.12% | -8.97% | |
| 15 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 1.46% | +0.47% | +4.70% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | +0.02% | -2.00% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 1.26% | -0.24% | -5.39% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.26% | -0.04% | -2.73% | |
| 19 | SYK | Stryker CORP | 股票-醫療保健 | 1.22% | -0.13% | +0.09% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.19% | +0.03% | +0.84% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.18% | +0.31% | +0.01% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | -0.06% | -0.80% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.10% | +0.02% | -12.65% | |
| 24 | BLKCHF | Blackrock Inc | 股票-其他 | 1.08% | — | -6.33% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.96% | -0.13% | -1.74% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | +0.03% | +0.13% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.91% | +0.02% | +3.54% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | +0.05% | +0.95% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.32% | -18.28% | |
| 30 | CTRA | Coterra Energy Inc | 股票-能源 | 0.88% | -1.16% | EXIT | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.12% | -2.94% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.13% | +0.04% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | +0.03% | +3.43% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.70% | +0.08% | NEW | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | -0.04% | +0.26% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.04% | -0.29% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | +0.01% | -0.13% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.60% | -0.08% | -1.07% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.10% | -2.03% | |
| 40 | GIS | General Mills Inc | 股票-非循環性消費 | 0.55% | -0.11% | -12.83% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.09% | +0.84% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | +0.12% | +0.43% | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.50% | -0.12% | -9.69% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | — | +0.28% | |
| 45 | POOL | Pool CORP | 股票-工業 | 0.49% | -0.21% | EXIT | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.47% | -0.20% | EXIT | |
| 47 | CGUS | Cap Group Core Equity | ETF-其他 | 0.45% | +0.11% | +7.77% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | +0.24% | -9.70% | |
| 49 | TALO | Talos Energy Inc | 股票-其他 | 0.42% | — | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | +0.06% | -15.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +0.7% | +2.77% | 加碼 |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | +0.7% | +18.58% | 加碼 |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +6.66% | 加碼 |
| 4 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | NEW | 新建倉 |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +0.60% | 加碼 |
| 6 | WMT | Walmart Inc | +0.2% | -5.66% | 減碼 |
| 7 | MCD | Mcdonald's CORP | +0.2% | -2.06% | 減碼 |
| 8 | HD | Home Depot Inc | +0.2% | -2.75% | 減碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +6.53% | 加碼 |
| 10 | BLKCHF | Blackrock Inc | +0.1% | -6.33% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | -6.21% | 減碼 |
| 12 | RTX | Rtx CORP | +0.1% | +0.84% | 加碼 |
| 13 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 14 | AEP | American Electric Power | +0.1% | NEW | 新建倉 |
| 15 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | 新建倉 |
| 16 | KO | Coca-cola Co/the | +0.1% | -2.73% | 減碼 |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.84% | 加碼 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.43% | 加碼 |
| 19 | POOL | Pool CORP | +0.1% | -0.08% | 減碼 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +11.35% | 加碼 |
| 21 | CEG | Constellation Energy | +0.1% | — | 不變 |
| 22 | CGGR | Cap Group Growth Equity | +0.1% | +17.75% | 加碼 |
| 23 | ADP | Automatic Data Processing | +0.1% | +0.28% | 加碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.37% | 加碼 |
| 25 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +3.52% | 加碼 |
| 26 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.54% | 加碼 |
| 27 | ZTS | Zoetis Inc | +0.1% | +4.95% | 加碼 |
| 28 | FFLG | Fidelity Fndmntl L/c Grw ETF | 0% | +4.70% | 加碼 |
| 29 | SYK | Stryker CORP | 0% | +0.09% | 加碼 |
| 30 | AAPL | Apple Inc | 0% | -5.69% | 減碼 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.95% | 加碼 |
| 32 | FCX | Freeport-mcmoran Inc | -0.1% | -26.58% | 減碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清倉 |
| 34 | SNPS | Synopsys Inc | -0.1% | EXIT | 清倉 |
| 35 | CIVI | Civitas Resources Inc | -0.1% | — | 不變 |
| 36 | SLV | Ishares Silver Trust | -0.1% | EXIT | 清倉 |
| 37 | TALO | Talos Energy Inc | -0.1% | — | 不變 |
| 38 | SLB | Slb LTD | -0.1% | -40.81% | 減碼 |
| 39 | CVS | Cvs Health CORP | -0.1% | -30.05% | 減碼 |
| 40 | NVDA | Nvidia CORP | -0.1% | -15.85% | 減碼 |
| 41 | SCHW | Schwab (charles) CORP | -0.1% | -1.07% | 減碼 |
| 42 | FDX | Fedex CORP | -0.1% | -9.69% | 減碼 |
| 43 | CTRA | Coterra Energy Inc | -0.1% | +0.01% | 加碼 |
| 44 | XLE | Ss Energy Select Sector | -0.2% | -5.39% | 減碼 |
| 45 | MCK | Mckesson CORP | -0.2% | -17.80% | 減碼 |
| 46 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清倉 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -7.73% | 減碼 |
| 48 | INTC | Intel CORP | -0.3% | EXIT | 清倉 |
| 49 | CVX | Chevron CORP | -0.3% | -18.28% | 減碼 |
| 50 | MSFT | Microsoft CORP | -1.5% | -10.26% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Investment Advisory Services Inc /tx /adv 在 Q3 2024 季度的美股持倉總市值約為 US$3.5億，共申報了 116 個公開持股部位。
在 Q3 2024 季度，Investment Advisory Services Inc /tx /adv 按市值排列的前三大核心持股分別為：VIG (10.2%)、QQQ (8.9%)、MSFT (7.4%)。其中最大持股部位 VIG 佔據整體投資組合約 10.2% 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
JEPQ
市值: US$77.8萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$82.7萬
在 Q3 2024 季度中，Investment Advisory Services Inc /tx /adv 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 19 個部位、減碼 19 個部位以及清倉 5 個部位。 其中最大新建倉標的為 JEPQ。 本季清倉部位包含 INTC。
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。