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
126 檔
33.6%
在 Q4 2025 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 126 個公開申報部位。
觀察 Q4 2025 的資金脈絡，Investment Advisory Services Inc /tx /adv 在獲利結算 5 檔個股的同時，將資本重新部署至 5 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Investment Advisory Services Inc /tx /adv 的前 5 大核心持股（包含 VIG, QQQ, MSFT 等）合計佔整體申報市值的 33.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 11.17% | +0.17% | +1.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.23% | +1.85% | +0.41% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.66% | -0.43% | -2.51% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.44% | -1.12% | -1.06% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.98% | +0.11% | -2.67% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 3.54% | -0.69% | -1.44% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.35% | -0.23% | -3.67% | |
| 8 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 2.38% | +0.47% | +7.84% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.25% | -0.09% | -11.94% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.22% | +0.20% | -0.98% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.89% | -0.73% | -3.79% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.81% | +0.08% | -0.67% | |
| 13 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 1.80% | +0.15% | +7.70% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | -0.12% | -1.65% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +0.02% | -2.56% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.64% | -0.38% | -3.67% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.47% | +0.03% | -0.79% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.46% | +0.02% | -0.47% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.35% | -0.07% | -1.06% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.14% | +0.31% | +100.00% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | +0.03% | -0.65% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 1.08% | -0.13% | +0.03% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.04% | -0.04% | -2.63% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.04% | -0.08% | -2.73% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | +0.05% | +2.52% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.99% | -0.24% | +99.40% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | +0.12% | -1.93% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.89% | -0.02% | +4.88% | |
| 29 | CTRA | Coterra Energy Inc | 股票-能源 | 0.86% | -1.16% | EXIT | |
| 30 | CGUS | Cap Group Core Equity | ETF-其他 | 0.82% | +0.11% | +3.89% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.32% | -0.92% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.78% | -0.08% | -1.00% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.75% | -0.09% | -1.59% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.75% | -0.12% | -3.96% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.74% | +0.15% | +4.16% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.06% | -9.36% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | -0.13% | -0.65% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | +0.10% | +10.90% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | +0.04% | -1.93% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.69% | +0.24% | -2.13% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.60% | -0.13% | -7.68% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | +0.02% | -7.12% | |
| 43 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 0.58% | +0.48% | +8.78% | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.55% | -0.04% | +0.34% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +0.06% | -5.40% | |
| 46 | MCK | Mckesson CORP | 股票-醫療保健 | 0.51% | -0.12% | — | |
| 47 | FDX | Fedex CORP | 股票-工業 | 0.50% | -0.12% | +0.02% | |
| 48 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.50% | +0.34% | +11.18% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | +0.03% | -6.35% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.46% | +0.10% | +0.03% |
| # | 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 | +0.2% | +1.06% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.41% | 加碼 |
| 3 | WMT | Walmart Inc | +0.2% | -1.44% | 減碼 |
| 4 | FFLG | Fidelity Fndmntl L/c Grw ETF | +0.2% | +7.84% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.93% | 減碼 |
| 6 | FDVV | Fidelity High Dividend ETF | +0.2% | +7.70% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.65% | 減碼 |
| 8 | AXP | American Express Co | +0.1% | -0.47% | 減碼 |
| 9 | AAPL | Apple Inc | +0.1% | -2.67% | 減碼 |
| 10 | FDX | Fedex CORP | +0.1% | +0.02% | 加碼 |
| 11 | CTRA | Coterra Energy Inc | +0.1% | — | 不變 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.70% | 加碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.90% | 加碼 |
| 14 | CMI | Cummins Inc | +0.1% | +0.03% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.1% | +0.34% | 加碼 |
| 16 | FESM | Fidelity Enhanced Small Cap | +0.1% | +8.78% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -2.13% | 減碼 |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | +14.29% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +21.29% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | -1.59% | 減碼 |
| 21 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +11.18% | 加碼 |
| 22 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +4.88% | 加碼 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +0.19% | 加碼 |
| 24 | AMZN | Amazon.com Inc | 0% | -0.65% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | 0% | -3.79% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -9.48% | 減碼 |
| 27 | COST | Costco Wholesale CORP | -0.1% | -0.65% | 減碼 |
| 28 | SYK | Stryker CORP | -0.1% | +0.03% | 加碼 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -3.67% | 減碼 |
| 30 | ZTS | Zoetis Inc | -0.1% | -12.80% | 減碼 |
| 31 | ORCL | Oracle CORP | -0.1% | -37.51% | 減碼 |
| 32 | ADP | Automatic Data Processing | -0.1% | -7.81% | 減碼 |
| 33 | ABT | Abbott Laboratories | -0.1% | -3.96% | 減碼 |
| 34 | POOL | Pool CORP | -0.1% | -4.42% | 減碼 |
| 35 | BLK | Blackrock Inc | -0.1% | -2.73% | 減碼 |
| 36 | TREX | Trex Company Inc | -0.1% | -44.50% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -9.36% | 減碼 |
| 38 | HD | Home Depot Inc | -0.3% | -1.06% | 減碼 |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -11.94% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.6% | -2.51% | 減碼 |
| 41 | NFLX | Netflix Inc | — | EXIT | 清倉 |
| 42 | MOFG | Midwestone Financial Group I | — | EXIT | 清倉 |
| 43 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 44 | PLD | Prologis Inc | — | NEW | 新建倉 |
| 45 | MAR | Marriott International -cl A | — | NEW | 新建倉 |
| 46 | PRU | Prudential Financial Inc | — | NEW | 新建倉 |
| 47 | APD | Air Products & Chemicals Inc | — | EXIT | 清倉 |
| 48 | SPOT | Spotify Technology S.A. | — | EXIT | 清倉 |
| 49 | PAYX | Paychex Inc | — | EXIT | 清倉 |
| 50 | BNY | Bank Of New York Mellon CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Investment Advisory Services Inc /tx /adv 在 Q4 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 126 個公開持股部位。
在 Q4 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 (11.2%)、QQQ (10.2%)、MSFT (5.7%)。其中最大持股部位 VIG 佔據整體投資組合約 11.2% 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。
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在 Q4 2025 季度中，Investment Advisory Services Inc /tx /adv 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 16 個部位、減碼 23 個部位以及清倉 5 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 NFLX。
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。