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
30.0%
根據最新整理的 13F 季度數據集，Investment Advisory Services Inc /tx /adv 於 Q4 2024 結束時的管理資產規模為 US$3.5億。該機構在本季度申報了 116 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Investment Advisory Services Inc /tx /adv 的板塊替換策略：機構本季推動了 26 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
整體而言，Investment Advisory Services Inc /tx /adv 的前 5 大持股（包含 VIG, QQQ, MSFT）貢獻了組合市值的 30.0%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 10.25% | +0.17% | +2.12% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.42% | +1.85% | +1.33% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.69% | -0.43% | -7.81% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.56% | -1.12% | +9.22% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.74% | -0.09% | +206.96% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.70% | +0.11% | -2.43% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.92% | -0.23% | +5.83% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 3.33% | -0.69% | +0.04% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.99% | -0.73% | +1.05% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.93% | +0.20% | +2.56% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.80% | -0.38% | -2.96% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.70% | -0.07% | -2.62% | |
| 13 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 1.63% | +0.47% | +6.66% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.62% | +0.08% | -9.43% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | +0.02% | -5.26% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.12% | -1.34% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.26% | +0.03% | +9.04% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.21% | -0.13% | -0.19% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.21% | +0.02% | +0.73% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.21% | +0.31% | -0.45% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 1.20% | -0.24% | -2.67% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.16% | -0.08% | — | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | +0.03% | +1.08% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | -0.06% | -1.34% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.04% | -0.04% | -4.97% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.01% | +0.02% | +10.64% | |
| 27 | CTRA | Coterra Energy Inc | 股票-能源 | 0.94% | -1.16% | EXIT | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | +0.05% | +0.79% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.92% | +0.03% | +18.23% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.32% | +0.21% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | -0.13% | +0.95% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.83% | -0.12% | -4.33% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.82% | -0.13% | -4.49% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.71% | -0.02% | +152.59% | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.08% | -2.15% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.04% | -7.71% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.63% | +0.10% | +6.31% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | +0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.12% | +2.86% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | +0.08% | NEW | |
| 41 | CGUS | Cap Group Core Equity | ETF-其他 | 0.55% | +0.11% | +18.17% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | — | +0.39% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.52% | -0.09% | +0.74% | |
| 44 | FDX | Fedex CORP | 股票-工業 | 0.51% | -0.12% | -0.77% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.24% | +3.56% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.49% | -0.04% | -7.21% | |
| 47 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.49% | +0.15% | +15.77% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | +0.06% | +6.13% | |
| 49 | GIS | General Mills Inc | 股票-非循環性消費 | 0.47% | -0.11% | -1.49% | |
| 50 | MCK | Mckesson CORP | 股票-醫療保健 | 0.46% | -0.12% | -0.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.2% | NEW | 新建倉 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +1.33% | 加碼 |
| 3 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +152.59% | 加碼 |
| 4 | WMT | Walmart Inc | +0.4% | +0.04% | 加碼 |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +9.22% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | -2.43% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +1.08% | 加碼 |
| 8 | FFLG | Fidelity Fndmntl L/c Grw ETF | +0.2% | +6.66% | 加碼 |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +2.56% | 加碼 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +18.23% | 加碼 |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +5.83% | 加碼 |
| 12 | AXP | American Express Co | +0.1% | +0.73% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -5.26% | 減碼 |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +10.64% | 加碼 |
| 15 | CGGR | Cap Group Growth Equity | +0.1% | +15.77% | 加碼 |
| 16 | CGUS | Cap Group Core Equity | +0.1% | +18.17% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.1% | NEW | 新建倉 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.86% | 加碼 |
| 19 | SMIZ | Zacks Small/mid Cap ETF | +0.1% | NEW | 新建倉 |
| 20 | MAR | Marriott International -cl A | +0.1% | NEW | 新建倉 |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.12% | 加碼 |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.04% | 加碼 |
| 23 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建倉 |
| 24 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 25 | NVDA | Nvidia CORP | +0.1% | +6.13% | 加碼 |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | -2.15% | 減碼 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +3.56% | 加碼 |
| 28 | CTRA | Coterra Energy Inc | +0.1% | -0.02% | 減碼 |
| 29 | XLE | Ss Energy Select Sector | -0.1% | -2.67% | 減碼 |
| 30 | POOL | Pool CORP | -0.1% | -3.29% | 減碼 |
| 31 | APA | Apa CORP | -0.1% | EXIT | 清倉 |
| 32 | XLV | Ss Health Care Select Sector | -0.1% | -14.41% | 減碼 |
| 33 | CL | Colgate-palmolive Co | -0.1% | -35.34% | 減碼 |
| 34 | ZTS | Zoetis Inc | -0.1% | -1.65% | 減碼 |
| 35 | TGT | Target CORP | -0.1% | EXIT | 清倉 |
| 36 | GIS | General Mills Inc | -0.1% | -1.49% | 減碼 |
| 37 | ROST | Ross Stores Inc | -0.1% | EXIT | 清倉 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +0.24% | 加碼 |
| 39 | HD | Home Depot Inc | -0.1% | -2.62% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.1% | -4.49% | 減碼 |
| 41 | MCD | Mcdonald's CORP | -0.2% | -2.96% | 減碼 |
| 42 | AMGN | Amgen Inc | -0.2% | -7.21% | 減碼 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +1.05% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -1.34% | 減碼 |
| 45 | KO | Coca-cola Co/the | -0.2% | -4.97% | 減碼 |
| 46 | CVS | Cvs Health CORP | -0.3% | EXIT | 清倉 |
| 47 | ABBV | Abbvie Inc | -0.4% | -9.43% | 減碼 |
| 48 | TALO | Talos Energy Inc | -0.4% | EXIT | 清倉 |
| 49 | MSFT | Microsoft CORP | -0.7% | -7.81% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Investment Advisory Services Inc /tx /adv 在 Q4 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 Q4 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 (10.3%)、QQQ (9.4%)、MSFT (6.7%)。其中最大持股部位 VIG 佔據整體投資組合約 10.3% 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
BLK
市值: US$328.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$305.0萬
在 Q4 2024 季度中，Investment Advisory Services Inc /tx /adv 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 20 個部位、減碼 18 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。