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: 0001109767
申報總市值
US$20.9億
US$20.9億
678 檔
8.1%
在 Q2 2025 申報期間，Nations Financial Group Inc, /ia/ /adv（CIK: 0001109767）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$20.9億，共持有 678 個公開申報部位。
Nations Financial Group Inc, /ia/ /adv 於 Q2 2025 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 28 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。
在資產配置集中度方面，Nations Financial Group Inc, /ia/ /adv 的前 5 大核心持股（包含 BRK-B, NVDA, MSFT 等）合計佔整體申報市值的 8.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 678 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | -0.08% | +7.86% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | -0.01% | +2.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.09% | +2.64% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.17% | +0.22% | -10.73% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.88% | -0.39% | +0.65% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.82% | +0.25% | +5.21% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.64% | +0.04% | -0.07% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.32% | — | +2.17% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.27% | +0.34% | -5.34% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | -0.08% | +12.43% | |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.15% | +0.31% | +12.30% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.13% | +0.08% | +2.62% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | +0.04% | -7.43% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.00% | -0.08% | +1.91% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.12% | -4.26% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | +0.05% | -4.92% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | +0.18% | +23.85% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.89% | +0.14% | +0.69% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | -0.57% | +35.23% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.84% | -0.57% | +28.13% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | +0.13% | +0.63% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.83% | +0.02% | -1.48% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.81% | +0.19% | +6.16% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +11.15% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.72% | -0.15% | +2.64% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | +0.02% | -0.58% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | -0.02% | +4.01% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.66% | +0.07% | +4.51% | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.62% | +0.12% | +3.64% | |
| 30 | URA | Global X Uranium ETF | ETF-其他 | 0.62% | -0.22% | +1115.16% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | +0.02% | -0.33% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.74% | EXIT | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.58% | +0.04% | +0.10% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | -0.01% | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.01% | +3.61% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.55% | +0.02% | +13.49% | |
| 37 | MSTR | Strategy Inc | 股票-科技 | 0.54% | -0.03% | EXIT | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.54% | -0.07% | +1.63% | |
| 39 | BAR | Graniteshares Gold Trust | ETF-避險與商品 | 0.51% | -0.26% | +120.29% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | +0.03% | +5.32% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | +0.02% | -3.32% | |
| 42 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 0.47% | +0.03% | -2.98% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.11% | +1.02% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.46% | +0.05% | +13.48% | |
| 45 | FINS | Angel Oak Financ Strat Inc | 股票-其他 | 0.46% | -0.02% | +1.37% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.46% | -0.07% | +24.49% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.11% | +0.72% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | +0.02% | +2.08% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | — | -2.15% | |
| 50 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.43% | -0.10% | +3.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +2.02% | 加碼 |
| 2 | URA | Global X Uranium ETF | +0.6% | +1115.16% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.5% | +2.64% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.3% | -4.26% | 減碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +12.43% | 加碼 |
| 6 | BAR | Graniteshares Gold Trust | +0.3% | +120.29% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +153.66% | 加碼 |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | +12.30% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +23.85% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +5.21% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +730.23% | 加碼 |
| 12 | SPYI | Neos S&p 500 High Income ETF | +0.2% | +707.06% | 加碼 |
| 13 | NFLX | Netflix Inc | +0.2% | +24.49% | 加碼 |
| 14 | OIH | Vaneck Oil Services ETF | +0.2% | NEW | 新建倉 |
| 15 | CME | Cme Group Inc | +0.2% | NEW | 新建倉 |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +71.45% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | +1.02% | 加碼 |
| 18 | HWM | Howmet Aerospace Inc | +0.1% | +391.87% | 加碼 |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +35.23% | 加碼 |
| 20 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +28.13% | 加碼 |
| 21 | DXCM | Dexcom Inc | +0.1% | NEW | 新建倉 |
| 22 | CRM | Salesforce Inc | +0.1% | +88.26% | 加碼 |
| 23 | AEP | American Electric Power | +0.1% | +264.51% | 加碼 |
| 24 | CLS | Celestica Inc | +0.1% | +4.29% | 加碼 |
| 25 | CEG | Constellation Energy | +0.1% | +60.60% | 加碼 |
| 26 | FTSL | First Trust Senior Loan ETF | +0.1% | +35.14% | 加碼 |
| 27 | AMZN | Amazon.com Inc | +0.1% | +2.62% | 加碼 |
| 28 | XLK | Ss Technology Select Sector | +0.1% | -5.34% | 減碼 |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +0.69% | 加碼 |
| 30 | KLAC | Kla CORP | +0.1% | -0.49% | 減碼 |
| 31 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +20.75% | 加碼 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +6.16% | 加碼 |
| 33 | CGDV | Cap Group Dividend Value | 0% | +4.51% | 加碼 |
| 34 | IWV | Ishares Russell 3000 ETF | 0% | -0.07% | 減碼 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -7.43% | 減碼 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.65% | 加碼 |
| 37 | SOFI | Sofi Technologies Inc | -0.1% | EXIT | 清倉 |
| 38 | MA | Mastercard Inc - A | -0.1% | -86.79% | 減碼 |
| 39 | TIP | Ishares Tips Bond ETF | -0.1% | -78.01% | 減碼 |
| 40 | PFE | Pfizer Inc | -0.1% | -38.76% | 減碼 |
| 41 | CTAS | Cintas CORP | -0.1% | -31.24% | 減碼 |
| 42 | MCD | Mcdonald's CORP | -0.1% | -30.41% | 減碼 |
| 43 | QCOM | Qualcomm Inc | -0.2% | -65.95% | 減碼 |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -24.08% | 減碼 |
| 45 | GOLD | Gold.com Inc | -0.2% | EXIT | 清倉 |
| 46 | MSTR | Strategy Inc | -0.2% | -43.33% | 減碼 |
| 47 | VAL | Valaris Limited | -0.2% | -88.95% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -75.75% | 減碼 |
| 49 | XOM | Exxon Mobil CORP | -0.5% | -34.11% | 減碼 |
| 50 | AAPL | Apple Inc | -0.8% | -10.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nations Financial Group Inc, /ia/ /adv 在 Q2 2025 季度的美股持倉總市值約為 US$20.9億，共申報了 678 個公開持股部位。
在 Q2 2025 季度，Nations Financial Group Inc, /ia/ /adv 按市值排列的前三大核心持股分別為：BRK-B (2.5%)、NVDA (2.5%)、MSFT (2.5%)。其中最大持股部位 BRK-B 佔據整體投資組合約 2.5% 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
OIH
市值: US$237.8萬
本季最大獲利了結 / 清倉標的
GOLD
前期市值: US$248.0萬
在 Q2 2025 季度中，Nations Financial Group Inc, /ia/ /adv 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 28 個部位、減碼 17 個部位以及清倉 2 個部位。 其中最大新建倉標的為 OIH。 本季清倉部位包含 GOLD。
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。