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: 0001802136
申報總市值
US$3.2億
US$3.2億
253 檔
38.6%
Q3 2025 季度申報顯示，Investment Research & Advisory Group, Inc. 揭露的美股組合總市值為 US$3.2億，涵蓋 253 個不同之權益投資部位。
在 Q3 2025，Investment Research & Advisory Group, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 29 個既有持股進行加碼（合計增持 31 檔），相較減碼與清倉部位顯著佔優。
整體而言，Investment Research & Advisory Group, Inc. 的前 5 大持股（包含 VOO, AAPL, NVDA）貢獻了組合市值的 38.6%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 253 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 24.15% | +0.85% | +5.37% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.63% | +0.03% | +1.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.39% | -0.06% | +0.08% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.29% | +0.95% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.56% | +0.34% | +0.42% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | +0.04% | +1.14% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | -0.04% | +0.64% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.65% | -0.20% | +1.50% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.45% | -0.25% | +0.88% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.27% | +0.01% | +1.82% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.16% | -0.28% | +0.92% | |
| 12 | BLKCHF | Blackrock Inc | 股票-其他 | 2.11% | -0.19% | +1.18% | |
| 13 | UBER | Uber Technologies Inc | 股票-工業 | 1.97% | -0.16% | +1.02% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.89% | +0.40% | +2.42% | |
| 15 | GE | General Electric | 股票-工業 | 1.63% | +0.25% | -0.12% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.61% | -0.44% | +2.13% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.52% | -0.28% | +3.50% | |
| 18 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.49% | -0.12% | +3.68% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.39% | -0.06% | +2.85% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.39% | -0.42% | +5.45% | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.36% | -0.12% | +3.05% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.31% | -0.28% | +6.23% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | -0.11% | -0.88% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 1.26% | -0.11% | +2.36% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 1.24% | +0.55% | +6.99% | |
| 26 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.15% | -0.01% | +3.55% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 1.14% | -0.04% | +3.24% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 1.02% | -0.31% | +3.91% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 1.01% | -0.05% | +13.72% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.96% | +0.01% | +6.99% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 0.94% | — | NEW | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | +0.07% | -13.18% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.78% | +0.09% | +15.60% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.01% | +6.62% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.65% | +0.01% | -1.61% | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.62% | +0.36% | +10814.29% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.02% | +14.51% | |
| 38 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.54% | -0.05% | -22.59% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.52% | — | +13.69% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.51% | -0.57% | +11.44% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.49% | +0.11% | -5.42% | |
| 42 | KMX | Carmax Inc | 股票-循環性消費 | 0.43% | — | +7.82% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | -0.03% | -11.11% | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.36% | -0.05% | +12.89% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.36% | +0.02% | +0.92% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | +0.04% | -3.97% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.32% | +0.01% | +0.26% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.32% | -0.01% | -3.56% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.29% | +0.02% | -1.16% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.29% | +0.07% | +10.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +4.1% | +5.37% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +0.08% | 減碼 |
| 3 | BA | Boeing Co/the | +1% | +13.72% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.42% | 加碼 |
| 5 | VTWO | Vanguard Russell 2000 ETF | +0.7% | +15.60% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.6% | +10814.29% | 加碼 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +13.69% | 加碼 |
| 8 | GE | General Electric | +0.4% | -0.12% | 加碼 |
| 9 | DIS | Walt Disney Co/the | +0.3% | +0.13% | 加碼 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.3% | +10.67% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.2% | +1.02% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +5.45% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.2% | -5.42% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.64% | 加碼 |
| 15 | VEEV | Veeva Systems Inc-class A | +0.1% | +3.68% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.1% | +2.13% | 加碼 |
| 17 | GD | General Dynamics CORP | +0.1% | +2.36% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.95% | 加碼 |
| 19 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +3.53% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.97% | 減碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +0.23% | 減碼 |
| 22 | TSLA | Tesla Inc | +0.1% | +33.21% | 加碼 |
| 23 | MGV | Vanguard Mega Cap Value ETF | 0% | +45.29% | 加碼 |
| 24 | SCHW | Schwab (charles) CORP | 0% | +0.92% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | 0% | +0.88% | 減碼 |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.16% | 減碼 |
| 27 | LMT | Lockheed Martin CORP | — | +3.91% | 加碼 |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | -1.61% | 加碼 |
| 29 | BLKCHF | Blackrock Inc | 0% | +1.18% | 減碼 |
| 30 | BKNG | Booking Holdings Inc | 0% | +2.85% | 加碼 |
| 31 | MSFT | Microsoft CORP | -0.1% | +0.95% | 減碼 |
| 32 | ASML | ASML Holding N.V. | -0.1% | +6.99% | 減碼 |
| 33 | IQV | Iqvia Holdings Inc | -0.2% | +3.55% | 減碼 |
| 34 | AMZN | Amazon.com Inc | -0.2% | +1.14% | 加碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | — | 減碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.3% | +11.44% | 減碼 |
| 37 | ADBE | Adobe Inc | -0.3% | +14.51% | 減碼 |
| 38 | SBUX | Starbucks CORP | -0.3% | +6.99% | 加碼 |
| 39 | CRM | Salesforce Inc | -0.4% | +6.23% | 加碼 |
| 40 | CB | Chubb Limited | -0.4% | +3.05% | 加碼 |
| 41 | MA | Mastercard Inc - A | -0.4% | +1.50% | 加碼 |
| 42 | KMX | Carmax Inc | -0.5% | +7.82% | 減碼 |
| 43 | V | Visa Inc-class A Shares | -0.6% | +1.82% | 減碼 |
| 44 | OTIS | Otis Worldwide CORP | -0.8% | -93.88% | 減碼 |
| 45 | AAPL | Apple Inc | -0.9% | +1.30% | 減碼 |
| 46 | FISV | Fiserv Inc | -0.9% | +9.24% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | -1.4% | -66.67% | 減碼 |
| 48 | MDY | State Street Spdr S&p Midcap | — | EXIT | 清倉 |
| 49 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | 新建倉 |
| 50 | VBR | Vanguard Small-cap Value ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Investment Research & Advisory Group, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 253 個公開持股部位。
在 Q3 2025 季度，Investment Research & Advisory Group, Inc. 按市值排列的前三大核心持股分別為：VOO (24.1%)、AAPL (6.6%)、NVDA (4.4%)。其中最大持股部位 VOO 佔據整體投資組合約 24.1% 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
VBK
市值: US$22.1萬
本季最大獲利了結 / 清倉標的
MDY
前期市值: US$26.8萬
在 Q3 2025 季度中，Investment Research & Advisory Group, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 29 個部位、減碼 18 個部位以及清倉 1 個部位。 其中最大新建倉標的為 VBK。 本季清倉部位包含 MDY。
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。