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: 0001962636
申報總市值
US$3.3億
US$3.3億
335 檔
11.9%
Q2 2025 季度申報顯示，Register Financial Advisors LLC 揭露的美股組合總市值為 US$3.3億，涵蓋 335 個不同之權益投資部位。
在 Q2 2025，Register Financial Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 25 個既有持股進行加碼（合計增持 33 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 VUG, AAPL, VTV）占據了總市值的 11.9%，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 335 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.07% | +0.04% | +2.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.59% | -0.17% | +20.56% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 3.46% | -0.25% | +1.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.30% | +11.80% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.87% | -0.20% | +4.30% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.10% | -5.45% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.82% | -0.09% | +6.54% | |
| 8 | KTOS | Kratos Defense & Security | 股票-工業 | 1.76% | -0.43% | -61.84% | |
| 9 | SYM | Symbotic Inc | 股票-工業 | 1.71% | -0.32% | -15.91% | |
| 10 | RDW | Redwire CORP | 股票-其他 | 1.59% | -0.25% | — | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.59% | -0.12% | +7.34% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.57% | -0.22% | +13.80% | |
| 13 | ECG | Everus Construction Group | 股票-工業 | 1.49% | +0.10% | -15.22% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.13% | +43.13% | |
| 15 | ATI | Ati Inc | 股票-工業 | 1.35% | -0.05% | -30.05% | |
| 16 | GTLS | Chart Industries Inc | 股票-工業 | 1.33% | — | +110.72% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.30% | -0.31% | +14.09% | |
| 18 | ENVX | Enovix CORP | 股票-其他 | 1.17% | -0.08% | -2.44% | |
| 19 | NNBR | Nn Inc | 股票-其他 | 1.14% | +0.83% | -0.16% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.14% | -0.09% | +156.45% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | -0.03% | +22.62% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | -0.03% | -6.17% | |
| 23 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.04% | -0.14% | +4.03% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | -0.05% | +30.52% | |
| 25 | APO | Apollo Global Management Inc | 股票-金融 | 0.99% | -0.08% | +6.25% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | -0.01% | +0.06% | |
| 27 | BZH | Beazer Homes USA Inc | 股票-其他 | 0.96% | +0.26% | +7.66% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | +0.05% | +333.73% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.96% | -0.03% | -4.32% | |
| 30 | OSIS | Osi Systems Inc | 股票-科技 | 0.95% | -0.13% | -23.73% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.17% | -3.05% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | +0.17% | +11.77% | |
| 33 | PWR | Quanta Services Inc | 股票-工業 | 0.84% | +0.08% | -5.57% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | +0.24% | +18.28% | |
| 35 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.79% | -0.54% | -10.29% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | -0.15% | -23.37% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +5.29% | |
| 38 | TILE | Interface Inc | 股票-其他 | 0.78% | +0.16% | -1.14% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | -0.14% | +9.47% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.10% | +10.83% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.14% | +191.90% | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.71% | -0.08% | +10.03% | |
| 43 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 0.68% | +0.09% | — | |
| 44 | EPM | Evolution Petroleum CORP | 股票-其他 | 0.65% | -0.19% | +5.99% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.62% | -0.07% | +6.07% | |
| 46 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 0.62% | -0.10% | -19.52% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.09% | +50.07% | |
| 48 | MIR | Mirion Technologies Inc | 股票-工業 | 0.60% | +0.27% | +117.75% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.59% | -0.09% | +2.98% | |
| 50 | ALTG | Alta Equipment Group Inc | 股票-其他 | 0.59% | +0.07% | -0.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RDW | Redwire CORP | +1.6% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.8% | +156.45% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +333.73% | 加碼 |
| 4 | GTLS | Chart Industries Inc | +0.7% | +110.72% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.6% | +43.13% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.6% | +11.80% | 加碼 |
| 7 | SYM | Symbotic Inc | +0.5% | -15.91% | 減碼 |
| 8 | COST | Costco Wholesale CORP | +0.4% | +191.90% | 加碼 |
| 9 | MIR | Mirion Technologies Inc | +0.4% | +117.75% | 加碼 |
| 10 | LYB | LyondellBasell Industries N.V. | +0.4% | NEW | 新建倉 |
| 11 | ECG | Everus Construction Group | +0.3% | -15.22% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.3% | +50.07% | 加碼 |
| 13 | KEY | Keycorp | +0.2% | NEW | 新建倉 |
| 14 | INDI | Indie Semiconductor Inc-a | +0.2% | — | 不變 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +178.52% | 加碼 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +95.93% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.2% | +22.62% | 加碼 |
| 18 | HPE | Hewlett Packard Enterprise | +0.2% | NEW | 新建倉 |
| 19 | AMD | Advanced Micro Devices | +0.2% | NEW | 新建倉 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +30.52% | 加碼 |
| 21 | MRVL | Marvell Technology Inc | +0.2% | +68.10% | 加碼 |
| 22 | PULS | Pgim Ultra Short Bond ETF | +0.2% | NEW | 新建倉 |
| 23 | PYLD | Pimco Multisector Bond Actv | +0.2% | NEW | 新建倉 |
| 24 | TWLO | Twilio Inc - A | +0.2% | NEW | 新建倉 |
| 25 | ENVX | Enovix CORP | +0.2% | -2.44% | 減碼 |
| 26 | STWD | Starwood Property Trust Inc | +0.2% | +58.45% | 加碼 |
| 27 | PWR | Quanta Services Inc | +0.1% | -5.57% | 減碼 |
| 28 | LNC | Lincoln National CORP | +0.1% | +64.76% | 加碼 |
| 29 | IBM | Intl Business Machines CORP | +0.1% | +11.77% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +18.28% | 加碼 |
| 31 | WMT | Walmart Inc | +0.1% | +14.09% | 加碼 |
| 32 | VUG | Vanguard Growth ETF | +0.1% | +2.34% | 加碼 |
| 33 | ALTG | Alta Equipment Group Inc | +0.1% | -0.80% | 減碼 |
| 34 | BZH | Beazer Homes USA Inc | 0% | +7.66% | 加碼 |
| 35 | ATI | Ati Inc | 0% | -30.05% | 減碼 |
| 36 | BX | Blackstone Inc | -0.1% | +7.34% | 加碼 |
| 37 | VXUS | Vanguard Total Intl Stock | -0.1% | +4.30% | 加碼 |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | +13.80% | 加碼 |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | +6.54% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | -5.45% | 減碼 |
| 41 | LMT | Lockheed Martin CORP | -0.2% | EXIT | 清倉 |
| 42 | DOW | Dow Inc | -0.2% | -21.20% | 減碼 |
| 43 | RBRK | Rubrik Inc-a | -0.2% | EXIT | 清倉 |
| 44 | AAPL | Apple Inc | -0.3% | +20.56% | 加碼 |
| 45 | COP | Conocophillips | -0.3% | -10.82% | 減碼 |
| 46 | MDU | Mdu Resources Group Inc | -0.3% | -19.52% | 減碼 |
| 47 | OGN | Organon & Co | -0.3% | -55.40% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -4.32% | 減碼 |
| 49 | JNJ | Johnson & Johnson | -0.5% | -23.37% | 減碼 |
| 50 | KTOS | Kratos Defense & Security | -1.8% | -61.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Register Financial Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.3億，共申報了 335 個公開持股部位。
在 Q2 2025 季度，Register Financial Advisors LLC 按市值排列的前三大核心持股分別為：VUG (4.1%)、AAPL (3.6%)、VTV (3.5%)。其中最大持股部位 VUG 佔據整體投資組合約 4.1% 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
RDW
市值: US$364.0萬
本季最大獲利了結 / 清倉標的
RBRK
前期市值: US$43.3萬
在 Q2 2025 季度中，Register Financial Advisors LLC 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 25 個部位、減碼 14 個部位以及清倉 2 個部位。 其中最大新建倉標的為 RDW。 本季清倉部位包含 RBRK。
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。