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
131 檔
31.0%
Investment Advisory Services Inc /tx /adv 在 Q2 2025 季度的美股部位總計估值為 US$3.5億，分散於 131 個持倉標的之中，反映其市場參與廣度與投資規模。
Investment Advisory Services Inc /tx /adv 於 Q2 2025 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 29 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 VIG, QQQ, MSFT）累計市值佔比達 31.0%，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 | 10.80% | +0.17% | +4.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.57% | +1.85% | +0.77% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.41% | -0.43% | -2.57% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.53% | -1.12% | +5.30% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.59% | -0.23% | -3.16% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 3.40% | -0.69% | +2.98% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.34% | +0.11% | +3.09% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.16% | -0.09% | -30.35% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.09% | +0.20% | +0.99% | |
| 10 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 1.89% | +0.47% | +10.63% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.88% | -0.73% | -0.67% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.76% | -0.38% | +3.93% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | +0.02% | +1.59% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.60% | +0.08% | +3.63% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.59% | -0.07% | +6.21% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.48% | +0.03% | +13.60% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.12% | +1.12% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.37% | +0.02% | +11.29% | |
| 19 | SYK | Stryker CORP | 股票-醫療保健 | 1.31% | -0.13% | +5.36% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.18% | -0.04% | +6.70% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.14% | +0.03% | +7.72% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.13% | -0.08% | +0.59% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.11% | +0.31% | -7.73% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 1.07% | +0.15% | — | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 1.05% | -0.24% | -4.39% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | -0.06% | -0.36% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | +0.05% | +0.52% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.92% | -0.12% | -0.25% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | -0.13% | — | |
| 30 | CTRA | Coterra Energy Inc | 股票-能源 | 0.90% | -1.16% | EXIT | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.32% | -0.41% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.77% | -0.08% | -0.43% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.76% | -0.02% | +1.51% | |
| 34 | CGUS | Cap Group Core Equity | ETF-其他 | 0.71% | +0.11% | +14.38% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.24% | +20.01% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.04% | +1.68% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | +0.02% | -31.23% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.66% | -0.09% | +5.71% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.66% | +0.15% | +17.40% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.13% | -3.60% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.10% | -2.46% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | +0.01% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | +0.12% | +10.64% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | +0.06% | +5.57% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | -0.04% | +7.39% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | — | -1.76% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | +0.03% | -40.60% | |
| 48 | MCK | Mckesson CORP | 股票-醫療保健 | 0.49% | -0.12% | — | |
| 49 | FDX | Fedex CORP | 股票-工業 | 0.43% | -0.12% | +15.38% | |
| 50 | CEG | Constellation Energy | 股票-公用事業 | 0.40% | -0.06% | -0.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FDVV | Fidelity High Dividend ETF | +1.1% | NEW | 新建倉 |
| 2 | MSFT | Microsoft CORP | +1% | -2.57% | 減碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +0.77% | 加碼 |
| 4 | FFLG | Fidelity Fndmntl L/c Grw ETF | +0.4% | +10.63% | 加碼 |
| 5 | FESM | Fidelity Enhanced Small Cap | +0.3% | NEW | 新建倉 |
| 6 | FMDE | Fidelity Enhanced Mid Cap Co | +0.3% | NEW | 新建倉 |
| 7 | AXP | American Express Co | +0.2% | +11.29% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | +2.98% | 加碼 |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +0.99% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +1.59% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +5.57% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +7.72% | 加碼 |
| 13 | CGGR | Cap Group Growth Equity | +0.2% | +17.40% | 加碼 |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +4.15% | 加碼 |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +13.60% | 加碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +20.01% | 加碼 |
| 17 | CEG | Constellation Energy | +0.1% | -0.03% | 減碼 |
| 18 | CGUS | Cap Group Core Equity | +0.1% | +14.38% | 加碼 |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | NEW | 新建倉 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.64% | 加碼 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +41.40% | 加碼 |
| 22 | EME | Emcor Group Inc | +0.1% | NEW | 新建倉 |
| 23 | PAYX | Paychex Inc | +0.1% | NEW | 新建倉 |
| 24 | SNPS | Synopsys Inc | +0.1% | NEW | 新建倉 |
| 25 | ACN | Accenture plc | +0.1% | NEW | 新建倉 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +6.58% | 加碼 |
| 27 | CGDV | Cap Group Dividend Value | +0.1% | +27.00% | 加碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | +1.30% | 加碼 |
| 29 | XLK | Ss Technology Select Sector | +0.1% | -7.73% | 減碼 |
| 30 | SCHW | Schwab (charles) CORP | +0.1% | -0.43% | 減碼 |
| 31 | SYK | Stryker CORP | 0% | +5.36% | 加碼 |
| 32 | RTX | Rtx CORP | 0% | +5.71% | 加碼 |
| 33 | BAC | Bank Of America CORP | 0% | +1.68% | 加碼 |
| 34 | BLK | Blackrock Inc | 0% | +0.59% | 加碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.52% | 加碼 |
| 36 | HD | Home Depot Inc | 0% | +6.21% | 加碼 |
| 37 | PEP | Pepsico Inc | -0.2% | -3.60% | 減碼 |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +5.30% | 加碼 |
| 39 | CTRA | Coterra Energy Inc | -0.2% | +0.19% | 加碼 |
| 40 | CVX | Chevron CORP | -0.2% | -0.41% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.2% | +1.12% | 加碼 |
| 42 | XLE | Ss Energy Select Sector | -0.3% | -4.39% | 減碼 |
| 43 | ABBV | Abbvie Inc | -0.3% | +3.63% | 加碼 |
| 44 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -31.23% | 減碼 |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.4% | -40.60% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.4% | -0.67% | 減碼 |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | -0.4% | -3.16% | 減碼 |
| 48 | AAPL | Apple Inc | -0.5% | +3.09% | 加碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | EXIT | 清倉 |
| 50 | SCHD | Schwab US Dvd Equity ETF | -2% | -30.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Investment Advisory Services Inc /tx /adv 在 Q2 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 131 個公開持股部位。
在 Q2 2025 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 (10.8%)、QQQ (9.6%)、MSFT (6.4%)。其中最大持股部位 VIG 佔據整體投資組合約 10.8% 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
FDVV
市值: US$322.1萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$174.5萬
在 Q2 2025 季度中，Investment Advisory Services Inc /tx /adv 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 29 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FDVV。 本季清倉部位包含 UNH。
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。