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
395 檔
24.5%
在 Q3 2025 申報期間，Optas, LLC（CIK: 0001802961）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$7.1億，共持有 395 個公開申報部位。
在 Q3 2025，Optas, LLC 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 24 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 VOO, VTI, GOOGL）累計市值佔比達 24.5%，是驅動 Optas, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 395 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 | 10.03% | +0.56% | -5.61% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.35% | +0.71% | +36.77% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.09% | +0.72% | -1.19% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.16% | +0.59% | -0.51% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -3.51% | +0.83% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.94% | +0.13% | +0.13% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.45% | +0.33% | +2.44% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.36% | +0.43% | -4.27% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.04% | +0.17% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.84% | -0.01% | +1.43% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.85% | +0.17% | -1.20% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.61% | +0.03% | +2.22% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.55% | +0.11% | +0.92% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.40% | -1.70% | +89.82% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.29% | -0.12% | -53.31% | |
| 16 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.19% | -0.03% | -28.71% | |
| 17 | EBAY | Ebay Inc | 股票-循環性消費 | 1.05% | +0.08% | +0.29% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.96% | -0.05% | -30.59% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.12% | +108.54% | |
| 20 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.94% | -0.06% | +77.63% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.04% | +0.51% | |
| 22 | GE | General Electric | 股票-工業 | 0.88% | +0.10% | +103.49% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.82% | +0.01% | -13.32% | |
| 24 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.78% | -0.06% | +197.29% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | +0.11% | +373.28% | |
| 26 | XYZ | Block Inc | 股票-金融 | 0.72% | +0.09% | +0.20% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.03% | +2.05% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.65% | -0.12% | -2.88% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.62% | -0.28% | EXIT | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | -21.93% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.04% | -0.26% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.06% | +2.33% | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.48% | +0.04% | +4.36% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.47% | — | -0.24% | |
| 35 | GEV | GE Vernova Inc | 股票-工業 | 0.45% | +0.08% | +108.63% | |
| 36 | MBB | Ishares Mbs ETF | ETF-其他 | 0.43% | -0.16% | EXIT | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | +0.02% | +1.81% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | -0.04% | +2.91% | |
| 39 | ANET | Arista Networks Inc | 股票-科技 | 0.40% | +0.05% | -33.86% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.39% | — | +85.39% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.37% | -0.12% | +2.82% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.35% | +0.09% | — | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.34% | -0.07% | +2.54% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.02% | -6.68% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | -0.01% | -0.37% | |
| 47 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.33% | -0.23% | -59.99% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | +0.03% | -3.82% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.31% | -0.07% | +12.06% | |
| 50 | COR | Cencora Inc | 股票-醫療保健 | 0.30% | -0.04% | +0.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +0.83% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.7% | -1.19% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.4% | -0.51% | 減碼 |
| 4 | AVGO | Broadcom Inc | +1% | -1.20% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.9% | +1.43% | 加碼 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.7% | +373.28% | 加碼 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.7% | +89.82% | 加碼 |
| 8 | EBAY | Ebay Inc | +0.7% | +0.29% | 加碼 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | -4.27% | 減碼 |
| 10 | GE | General Electric | +0.6% | +103.49% | 加碼 |
| 11 | COIN | Coinbase Global Inc -class A | +0.6% | +77.63% | 加碼 |
| 12 | AAPL | Apple Inc | +0.5% | +2.44% | 加碼 |
| 13 | SPHY | Ss Spdr P High Yield ETF | +0.5% | +197.29% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.5% | +108.54% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | — | 不變 |
| 16 | GEV | GE Vernova Inc | +0.4% | +108.63% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.3% | -53.31% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.3% | +4.36% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.3% | +2.33% | 加碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.2% | +2.82% | 加碼 |
| 21 | DIS | Walt Disney Co/the | +0.2% | -0.37% | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.2% | +0.92% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +0.51% | 減碼 |
| 24 | XYZ | Block Inc | +0.2% | +0.20% | 減碼 |
| 25 | CL | Colgate-palmolive Co | +0.1% | +85.39% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +272.83% | 加碼 |
| 27 | FAST | Fastenal Co | +0.1% | +90.88% | 加碼 |
| 28 | FOXA | Fox CORP - Class A | +0.1% | +126.90% | 加碼 |
| 29 | GD | General Dynamics CORP | +0.1% | +152.79% | 加碼 |
| 30 | ETN | Eaton Corporation plc | +0.1% | +1.65% | 加碼 |
| 31 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -15.77% | 減碼 |
| 32 | VZ | Verizon Communications Inc | -0.1% | +5.87% | 減碼 |
| 33 | WMT | Walmart Inc | -0.1% | +12.06% | 減碼 |
| 34 | CI | THE Cigna Group | -0.1% | -21.30% | 減碼 |
| 35 | CRM | Salesforce Inc | -0.1% | -2.88% | 減碼 |
| 36 | SPBO | Ss Spdr P CORP Bond ETF | -0.2% | -56.44% | 減碼 |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -56.34% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.3% | -3.82% | 減碼 |
| 39 | USXF | Ishares Esg Advance Msci USA | -0.4% | -59.99% | 減碼 |
| 40 | MBB | Ishares Mbs ETF | -0.7% | -58.85% | 減碼 |
| 41 | VB | Vanguard Small-cap ETF | -0.8% | -21.93% | 減碼 |
| 42 | GOVT | Ishares US Treasury Bond ETF | -0.9% | -57.31% | 減碼 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -1% | +36.77% | 減碼 |
| 44 | VXUS | Vanguard Total Intl Stock | -1.1% | +2.22% | 減碼 |
| 45 | VO | Vanguard Mid-cap ETF | -1.7% | -30.59% | 減碼 |
| 46 | VONV | Vanguard Russell 1000 Value | -2.2% | -28.71% | 減碼 |
| 47 | VEU | Vanguard Ftse All-world Ex-u | -2.9% | +0.13% | 減碼 |
| 48 | VOO | Vanguard S&p 500 ETF | -8.4% | -5.61% | 減碼 |
| 49 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
| 50 | DELL | Dell Technologies -c | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Optas, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.1億，共申報了 395 個公開持股部位。
在 Q3 2025 季度，Optas, LLC 按市值排列的前三大核心持股分別為：VOO (10.0%)、VTI (6.3%)、GOOGL (5.1%)。其中最大持股部位 VOO 佔據整體投資組合約 10.0% 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$74.1萬
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$1.1億
在 Q3 2025 季度中，Optas, LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 24 個部位、減碼 23 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。