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: 0001305707
申報總市值
US$14.9億
US$14.9億
256 檔
16.9%
截至 Q3 2025 季度末，ProVise Management Group, LLC 的美股持倉估值約為 US$14.9億，全數申報部位共有 256 檔。
觀察 Q3 2025 的申報異動，ProVise Management Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 36 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。
整體而言，ProVise Management Group, LLC 的前 5 大持股（包含 DGRO, MSFT, GOOG）貢獻了組合市值的 16.9%，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 256 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 6.70% | +0.19% | +2.18% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | -0.12% | +1.19% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.20% | +0.44% | +2.31% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.64% | +0.30% | -0.09% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.53% | -0.06% | +4.61% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | +0.09% | -1.01% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.47% | +1.19% | +1.80% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 2.40% | +0.24% | +0.89% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.32% | -0.05% | +3.09% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | +0.11% | +1.60% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 2.19% | -0.22% | -6.14% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.19% | -0.06% | +1.27% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.18% | +0.06% | -1.18% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.13% | -0.02% | -0.23% | |
| 15 | PM | Philip Morris International | 股票-非循環性消費 | 1.76% | +0.08% | +3.11% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.60% | -0.05% | +3.81% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.52% | -0.06% | +1.37% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.42% | +0.08% | -5.80% | |
| 19 | C | Citigroup Inc | 股票-金融 | 1.41% | -0.90% | -5.16% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | -2.14% | EXIT | |
| 21 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.33% | -0.14% | +2.86% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.31% | -0.10% | +2.51% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.29% | -0.17% | +19.56% | |
| 24 | ADI | Analog Devices Inc | 股票-科技 | 1.28% | +0.16% | +2.71% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.24% | +0.04% | +2.16% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | +0.04% | -1.53% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.19% | +0.09% | -2.28% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.08% | +0.58% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.19% | -0.29% | +3.53% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.05% | +7.22% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | -0.33% | -1.01% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.13% | -0.15% | +3.92% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 1.00% | -0.06% | +0.44% | |
| 34 | GD | General Dynamics CORP | 股票-工業 | 0.95% | -0.02% | +4.09% | |
| 35 | EBAY | Ebay Inc | 股票-循環性消費 | 0.93% | -0.27% | -7.19% | |
| 36 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.92% | +0.12% | +4.26% | |
| 37 | UL | Unilever PLC | 股票-非循環性消費 | 0.90% | — | +5.11% | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.89% | -0.07% | -2.01% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.87% | +1.38% | +64.15% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.87% | -0.33% | +14.11% | |
| 41 | MCK | Mckesson CORP | 股票-醫療保健 | 0.83% | -0.19% | +4.19% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.81% | +0.05% | -6.50% | |
| 43 | OMC | Omnicom Group | 股票-通訊服務 | 0.80% | -0.06% | +10.69% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.78% | -0.08% | +0.99% | |
| 45 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.78% | +0.10% | +1.28% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.75% | +0.15% | +1.83% | |
| 47 | SNY | Sanofi-adr | 股票-醫療保健 | 0.73% | -0.46% | +5.06% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.64% | -0.04% | +0.38% | |
| 49 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.56% | +0.07% | +7.33% | |
| 50 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.55% | +0.13% | -1.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +2.31% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.8% | -6.14% | 減碼 |
| 3 | AMAT | Applied Materials Inc | +0.7% | +64.15% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | +1.19% | 加碼 |
| 5 | IWY | Ishares Russell Top 200 Grow | +0.3% | -0.09% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.53% | 減碼 |
| 7 | C | Citigroup Inc | +0.3% | -5.16% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.01% | 減碼 |
| 9 | MDT | Medtronic plc | +0.2% | +19.56% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +7.22% | 加碼 |
| 11 | GD | General Dynamics CORP | +0.2% | +4.09% | 加碼 |
| 12 | ADI | Analog Devices Inc | +0.2% | +2.71% | 加碼 |
| 13 | MGC | Vanguard Mega Cap ETF | +0.1% | +0.89% | 加碼 |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | +2.51% | 加碼 |
| 15 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.28% | 加碼 |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +1.80% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.60% | 加碼 |
| 18 | RTX | Rtx CORP | +0.1% | +0.99% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +1.14% | 加碼 |
| 20 | SYY | Sysco CORP | +0.1% | +79.77% | 加碼 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +1.27% | 加碼 |
| 22 | NVS | Novartis Ag-sponsored Adr | +0.1% | +2.86% | 加碼 |
| 23 | BLK | Blackrock Inc | +0.1% | +0.44% | 加碼 |
| 24 | EBAY | Ebay Inc | +0.1% | -7.19% | 減碼 |
| 25 | SCHG | Schwab US Large-cap Growth | +0.1% | -2.28% | 減碼 |
| 26 | COP | Conocophillips | +0.1% | +14.11% | 加碼 |
| 27 | MCK | Mckesson CORP | +0.1% | +4.19% | 加碼 |
| 28 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +7.33% | 加碼 |
| 29 | PEP | Pepsico Inc | +0.1% | +24.07% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | 0% | +2.16% | 加碼 |
| 31 | SPEM | State Street Sp Ptf Em ETF | 0% | +2.04% | 加碼 |
| 32 | KBE | Ss Spdr S&p Bank ETF | 0% | +4.26% | 加碼 |
| 33 | OMC | Omnicom Group | — | +10.69% | 加碼 |
| 34 | VOE | Vanguard Mid-cap Value ETF | 0% | +3.92% | 加碼 |
| 35 | VO | Vanguard Mid-cap ETF | 0% | -0.23% | 減碼 |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | -1.01% | 減碼 |
| 37 | AAPL | Apple Inc | -0.1% | -5.80% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +5.34% | 加碼 |
| 39 | DGRO | Ishares Core Dividend Growth | -0.1% | +2.18% | 加碼 |
| 40 | JPST | Jpmorgan Ultra-short Income | -0.1% | -10.60% | 減碼 |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -1.18% | 減碼 |
| 42 | MO | Altria Group Inc | -0.2% | -73.14% | 減碼 |
| 43 | ELV | Elevance Health Inc | -0.2% | -1.95% | 加碼 |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | -0.2% | +3.09% | 加碼 |
| 45 | CMCSA | Comcast Corp-class A | -0.3% | +3.53% | 加碼 |
| 46 | KMX | Carmax Inc | -0.3% | -2.15% | 加碼 |
| 47 | BDX | Becton Dickinson And Co | -0.3% | -2.01% | 加碼 |
| 48 | FISV | Fiserv Inc | -1% | -91.66% | 減碼 |
| 49 | ES | Eversource Energy | — | NEW | 新建倉 |
| 50 | GIS | General Mills Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，ProVise Management Group, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$14.9億，共申報了 256 個公開持股部位。
在 Q3 2025 季度，ProVise Management Group, LLC 按市值排列的前三大核心持股分別為：DGRO (6.7%)、MSFT (3.5%)、GOOG (3.2%)。其中最大持股部位 DGRO 佔據整體投資組合約 6.7% 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
ES
市值: US$259.9萬
本季最大獲利了結 / 清倉標的
IWY
前期市值: US$2769.2萬
在 Q3 2025 季度中，ProVise Management Group, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 34 個部位、減碼 14 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ES。
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。