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: 0001602905
申報總市值
US$28.0億
US$28.0億
966 檔
24.9%
根據最新整理的 13F 季度數據集，MCF Advisors LLC 於 Q3 2025 結束時的管理資產規模為 US$28.0億。該機構在本季度申報了 966 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，MCF Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 130 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 VOO, IDEV, GOVT）占據了總市值的 24.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 966 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 | 17.76% | -1.52% | -6.08% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 7.63% | +1.14% | +2.42% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 6.06% | -0.46% | +3.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.88% | -0.34% | -1.16% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.36% | -0.23% | +31.46% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.81% | -0.14% | -3.36% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.99% | -0.34% | -1.40% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.89% | +0.89% | +7.24% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 3.54% | +0.01% | +13.75% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.95% | -0.12% | +3.49% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.76% | -0.13% | -1.72% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.46% | -0.19% | +13.73% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.38% | -0.08% | -0.41% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.14% | +0.35% | -12.54% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.31% | +0.01% | -1.48% | |
| 16 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.31% | -1.09% | +6.14% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.26% | -0.06% | -1.03% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.04% | +6.45% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.98% | — | -8.98% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | +0.03% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.86% | -0.08% | -1.33% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | +0.05% | +1.42% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | -0.05% | -0.78% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | -0.01% | -4.89% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.55% | -0.43% | EXIT | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.46% | +0.15% | +6.35% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.44% | -0.07% | +6.56% | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.44% | -0.06% | +0.67% | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.41% | -0.05% | +1.77% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | -0.04% | -9.81% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.33% | +0.01% | +27.56% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.33% | -0.04% | -1.42% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.32% | +0.03% | +0.68% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | +0.02% | +23.88% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | +0.25% | +2.20% | |
| 36 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.29% | -0.01% | +18.16% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | +36.30% | |
| 38 | WSBC | Wesbanco Inc | 股票-其他 | 0.25% | -0.01% | -0.98% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | -0.02% | -0.64% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.23% | -0.04% | +5.83% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | -0.01% | +0.03% | |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.23% | -0.02% | +0.96% | |
| 43 | MCO | Moody's CORP | 股票-金融 | 0.22% | -0.01% | +51.48% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.22% | -0.02% | +23.05% | |
| 45 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.20% | -0.02% | +1.07% | |
| 46 | FITB | Fifth Third Bancorp | 股票-金融 | 0.19% | +0.02% | +6.39% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | -0.04% | -21.36% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | -0.03% | +8.37% | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.17% | -0.02% | +0.33% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.17% | -0.01% | -0.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +3.2% | +13.75% | 加碼 |
| 2 | VTV | Vanguard Value ETF | +2.5% | +3.49% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.4% | +1.42% | 加碼 |
| 4 | SPSB | Ss Spdr P St C CORP ETF | +0.3% | +31.46% | 加碼 |
| 5 | SCHX | Schwab US Large-cap ETF | +0.3% | -1.03% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.2% | +6.45% | 加碼 |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.2% | +18.16% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +0.68% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +23.88% | 加碼 |
| 10 | ALC | Alcon Inc. | +0.1% | +70965.52% | 加碼 |
| 11 | VUG | Vanguard Growth ETF | +0.1% | — | 不變 |
| 12 | ORCL | Oracle CORP | +0.1% | +6.54% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +27.56% | 加碼 |
| 14 | FITB | Fifth Third Bancorp | +0.1% | +6.39% | 加碼 |
| 15 | SCHM | Schwab US Mid Cap ETF | +0.1% | -1.28% | 加碼 |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -1.42% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.1% | +2.55% | 加碼 |
| 18 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +32.04% | 加碼 |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.41% | 加碼 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | -4.89% | 加碼 |
| 21 | MCO | Moody's CORP | +0.1% | +51.48% | 加碼 |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | — | 加碼 |
| 23 | USB | US Bancorp | +0.1% | -0.79% | 加碼 |
| 24 | COF | Capital One Financial CORP | +0.1% | +24.91% | 加碼 |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +135.43% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | +5.83% | 加碼 |
| 27 | HDV | Ishares Core High Dividend E | 0% | +0.69% | 加碼 |
| 28 | ADM | Archer-daniels-midland Co | 0% | +6.29% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +1.89% | 加碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.20% | 加碼 |
| 31 | V | Visa Inc-class A Shares | 0% | +36.30% | 加碼 |
| 32 | HD | Home Depot Inc | 0% | +23.05% | 加碼 |
| 33 | BAC | Bank Of America CORP | 0% | +15.97% | 加碼 |
| 34 | ✓ | Exchange Traded Concepts Tru | 0% | — | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -0.64% | 減碼 |
| 36 | ORLY | O'reilly Automotive Inc | 0% | +38.15% | 加碼 |
| 37 | NEE | Nextera Energy Inc | 0% | +47.88% | 加碼 |
| 38 | ETN | Eaton Corporation plc | 0% | +21.01% | 加碼 |
| 39 | NFLX | Netflix Inc | 0% | +0.75% | 加碼 |
| 40 | RTX | Rtx CORP | 0% | +7.71% | 加碼 |
| 41 | INTC | Intel CORP | 0% | +12.67% | 加碼 |
| 42 | AXP | American Express Co | 0% | +22.09% | 加碼 |
| 43 | GD | General Dynamics CORP | 0% | +28.68% | 加碼 |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +2.93% | 加碼 |
| 45 | BITB | Bitwise Bitcoin ETF | 0% | +0.24% | 加碼 |
| 46 | DELL | Dell Technologies -c | 0% | -4.95% | 加碼 |
| 47 | JNJ | Johnson & Johnson | 0% | +8.37% | 加碼 |
| 48 | WMT | Walmart Inc | 0% | +8.04% | 加碼 |
| 49 | CSCO | Cisco Systems Inc | 0% | +14.57% | 加碼 |
| 50 | GE | General Electric | 0% | +11.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，MCF Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$28.0億，共申報了 966 個公開持股部位。
在 Q3 2025 季度，MCF Advisors LLC 按市值排列的前三大核心持股分別為：VOO (17.8%)、IDEV (7.6%)、GOVT (6.1%)。其中最大持股部位 VOO 佔據整體投資組合約 17.8% 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
IBDZ
市值: US$87.0萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$49.2萬
在 Q3 2025 季度中，MCF Advisors LLC 共進行了 190 項持倉異動，包含新建倉 11 個部位、加碼 119 個部位、減碼 52 個部位以及清倉 8 個部位。 其中最大新建倉標的為 IBDZ。 本季清倉部位包含 DFSEUR。
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。