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: 0001802961
申報總市值
US$7.1億
US$7.1億
360 檔
20.7%
截至 Q2 2025 季度末，Optas, LLC 的美股持倉估值約為 US$7.1億，全數申報部位共有 360 檔。
在 Q2 2025，Optas, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 24 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VOO, VTI, GOOGL）占據了總市值的 20.7%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 360 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 | 11.03% | +0.56% | -50.28% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.81% | +0.71% | -45.59% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.18% | +0.72% | -1.21% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.15% | +0.13% | -50.02% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.85% | -3.51% | +0.99% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.58% | +0.43% | +0.64% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.41% | +0.59% | +0.32% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.16% | +0.17% | — | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.10% | -0.12% | +132.01% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 3.04% | +0.33% | +3.54% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.01% | +7.29% | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.78% | -0.03% | -52.88% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | +0.17% | +8.61% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.72% | +0.11% | +0.56% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.66% | +0.03% | -50.00% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.61% | -0.28% | EXIT | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | -0.05% | -53.28% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.14% | -0.16% | EXIT | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.97% | +0.01% | -2.83% | |
| 20 | EBAY | Ebay Inc | 股票-循環性消費 | 0.96% | +0.08% | +98.99% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.04% | -0.75% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.87% | -0.23% | +1.12% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.12% | -1.40% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | -1.70% | +1.01% | |
| 25 | XYZ | Block Inc | 股票-金融 | 0.76% | +0.09% | -0.78% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.76% | — | -51.97% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.03% | -7.80% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.04% | -4.81% | |
| 29 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.62% | -0.06% | -27.80% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 0.57% | — | -2.05% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | +0.12% | +1.39% | |
| 32 | ANET | Arista Networks Inc | 股票-科技 | 0.47% | +0.05% | +0.24% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | -0.04% | -3.54% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.06% | +1.78% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.43% | +0.02% | -3.95% | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 0.42% | -0.07% | -0.96% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.42% | -0.01% | +122.10% | |
| 38 | GE | General Electric | 股票-工業 | 0.41% | +0.10% | +7.80% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | +0.03% | -46.21% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | — | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.37% | +0.02% | -15.19% | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.37% | +0.04% | +51.93% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.35% | +0.09% | -1.30% | |
| 44 | COR | Cencora Inc | 股票-醫療保健 | 0.33% | -0.04% | +0.25% | |
| 45 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 0.32% | — | -5.29% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.30% | -0.12% | +20.26% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.30% | -0.21% | +17.89% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.30% | -0.07% | -44.10% | |
| 49 | CI | THE Cigna Group | 股票-醫療保健 | 0.29% | — | -16.59% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.29% | -0.06% | +8.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2.1% | +132.01% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.5% | +0.99% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.1% | +7.29% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.9% | +8.61% | 加碼 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | +0.64% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.21% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.7% | +0.32% | 加碼 |
| 8 | EBAY | Ebay Inc | +0.6% | +98.99% | 加碼 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | — | 不變 |
| 10 | AMZN | Amazon.com Inc | +0.4% | +0.56% | 加碼 |
| 11 | DIS | Walt Disney Co/the | +0.3% | +122.10% | 加碼 |
| 12 | COIN | Coinbase Global Inc -class A | +0.2% | -27.80% | 減碼 |
| 13 | XYZ | Block Inc | +0.2% | -0.78% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -0.75% | 減碼 |
| 15 | TSLA | Tesla Inc | +0.2% | +51.93% | 加碼 |
| 16 | ORCL | Oracle CORP | +0.2% | +1.78% | 加碼 |
| 17 | USXF | Ishares Esg Advance Msci USA | +0.2% | +1.12% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.2% | +20.26% | 加碼 |
| 19 | PM | Philip Morris International | +0.2% | +124.14% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.2% | -0.96% | 減碼 |
| 21 | COF | Capital One Financial CORP | +0.1% | NEW | 新建倉 |
| 22 | CSX | Csx CORP | +0.1% | +87.89% | 加碼 |
| 23 | ANET | Arista Networks Inc | +0.1% | +0.24% | 加碼 |
| 24 | GE | General Electric | +0.1% | +7.80% | 加碼 |
| 25 | AAPL | Apple Inc | +0.1% | +3.54% | 加碼 |
| 26 | INTU | Intuit Inc | +0.1% | +17.89% | 加碼 |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +128.19% | 加碼 |
| 28 | GEV | GE Vernova Inc | +0.1% | +5.26% | 加碼 |
| 29 | ETN | Eaton Corporation plc | +0.1% | +111.42% | 加碼 |
| 30 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 31 | CMI | Cummins Inc | +0.1% | +185.45% | 加碼 |
| 32 | ESS | Essex Property Trust Inc | +0.1% | NEW | 新建倉 |
| 33 | DE | Deere & Co | +0.1% | +105.77% | 加碼 |
| 34 | CVS | Cvs Health CORP | +0.1% | NEW | 新建倉 |
| 35 | GOVT | Ishares US Treasury Bond ETF | +0.1% | -5.91% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -7.80% | 減碼 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -49.10% | 減碼 |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -50.00% | 減碼 |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -49.93% | 減碼 |
| 40 | VZ | Verizon Communications Inc | -0.1% | -51.52% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -3.76% | 減碼 |
| 42 | WMT | Walmart Inc | -0.1% | -44.10% | 減碼 |
| 43 | V | Visa Inc-class A Shares | -0.3% | -46.21% | 減碼 |
| 44 | VB | Vanguard Small-cap ETF | -0.6% | -51.97% | 減碼 |
| 45 | VXUS | Vanguard Total Intl Stock | -1.1% | -50.00% | 減碼 |
| 46 | VO | Vanguard Mid-cap ETF | -1.2% | -53.28% | 減碼 |
| 47 | VONV | Vanguard Russell 1000 Value | -1.6% | -52.88% | 減碼 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -2.5% | -45.59% | 減碼 |
| 49 | VEU | Vanguard Ftse All-world Ex-u | -2.7% | -50.02% | 減碼 |
| 50 | VOO | Vanguard S&p 500 ETF | -7.4% | -50.28% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Optas, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$7.1億，共申報了 360 個公開持股部位。
在 Q2 2025 季度，Optas, LLC 按市值排列的前三大核心持股分別為：VOO (11.0%)、VTI (4.8%)、GOOGL (4.2%)。其中最大持股部位 VOO 佔據整體投資組合約 11.0% 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
COF
市值: US$73.1萬
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$1.1億
在 Q2 2025 季度中，Optas, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 COF。
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。