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: 0001958384
申報總市值
US$4.6億
US$4.6億
131 檔
29.8%
RIA Advisory Group LLC 在 Q2 2025 季度的美股部位總計估值為 US$4.6億，分散於 131 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2025 期間，RIA Advisory Group LLC 展現了靈活的資產再平衡步調，透過出清 15 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
在資產配置集中度方面，RIA Advisory Group LLC 的前 5 大核心持股（包含 QQQ, VTI, BND 等）合計佔整體申報市值的 29.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.76% | -1.01% | +482.89% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.49% | -8.01% | +1807.67% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 8.47% | +0.04% | NEW | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.96% | -7.83% | +11311.67% | |
| 5 | SLV | Ishares Silver Trust | ETF-避險與商品 | 4.51% | -2.02% | -7.11% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.99% | -2.48% | +20.18% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.87% | +2.71% | -6.56% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.64% | -0.04% | +81.75% | |
| 9 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 2.57% | — | +7.64% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.07% | -0.04% | +15.44% | |
| 11 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.98% | -0.30% | EXIT | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | +0.15% | +17.55% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.10% | +8.03% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.84% | -0.28% | EXIT | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.72% | -0.25% | -13.98% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.69% | -0.01% | -5.86% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | +0.09% | +15.65% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | -0.03% | +2.22% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.62% | +0.10% | +31.05% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.61% | -0.09% | +16.25% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 1.28% | +0.16% | +18.93% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 1.24% | +0.03% | +310.76% | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.12% | +0.04% | -1.15% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.97% | +0.11% | — | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.88% | -0.06% | EXIT | |
| 26 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.77% | — | — | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.72% | +0.07% | +4.95% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.72% | +0.02% | — | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.71% | -0.02% | +866.72% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | +0.05% | +4.15% | |
| 31 | FDX | Fedex CORP | 股票-工業 | 0.66% | -0.05% | — | |
| 32 | ASB | Associated Banc-corp | 股票-金融 | 0.64% | +0.05% | — | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.57% | -0.06% | -13.18% | |
| 34 | MMM | 3m Co | 股票-工業 | 0.51% | +0.01% | -0.34% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.48% | -0.31% | -63.45% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.47% | -0.09% | +22.62% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.45% | -0.42% | -0.29% | |
| 38 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.43% | -0.76% | -4.14% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.42% | — | +4.98% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.42% | -0.02% | +0.02% | |
| 41 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.42% | +0.06% | +4.77% | |
| 42 | TOPT | Ishares Top 20 US Stocks ETF | ETF-其他 | 0.39% | -0.02% | +34.49% | |
| 43 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.39% | +0.05% | +7.85% | |
| 44 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-其他 | 0.37% | +0.05% | +9.03% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.04% | -15.04% | |
| 46 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.36% | — | +55.86% | |
| 47 | JNP | Juniper Networks Inc | 股票-其他 | 0.36% | — | +19.39% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.35% | +0.02% | +54.21% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.33% | +0.08% | +243.61% | |
| 50 | IONQ | Ionq Inc | 股票-科技 | 0.32% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +9% | +482.89% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +8% | +1807.67% | 加碼 |
| 3 | OEF | Ishares S&p 100 ETF | +7.9% | +11311.67% | 加碼 |
| 4 | QLD | Proshares Ultra Qqq | +2% | NEW | 新建倉 |
| 5 | SSO | Proshares Ultra S&p500 | +1.8% | NEW | 新建倉 |
| 6 | META | Meta Platforms Inc-class A | +1.4% | +81.75% | 加碼 |
| 7 | TSLA | Tesla Inc | +1% | +310.76% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +1% | NEW | 新建倉 |
| 9 | DIS | Walt Disney Co/the | +0.9% | NEW | 新建倉 |
| 10 | NKE | Nike Inc -cl B | +0.8% | NEW | 新建倉 |
| 11 | INTC | Intel CORP | +0.7% | NEW | 新建倉 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +20.18% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.7% | +17.55% | 加碼 |
| 14 | FDX | Fedex CORP | +0.7% | NEW | 新建倉 |
| 15 | UPS | United Parcel Service-cl B | +0.6% | +866.72% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.4% | +31.05% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.4% | +8.03% | 加碼 |
| 18 | IONQ | Ionq Inc | +0.3% | NEW | 新建倉 |
| 19 | CSCO | Cisco Systems Inc | +0.3% | +15.44% | 加碼 |
| 20 | RGTI | Rigetti Computing Inc | +0.3% | NEW | 新建倉 |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +243.61% | 加碼 |
| 22 | TMFC | Motley Fool 100 Index ETF | +0.2% | NEW | 新建倉 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +15.65% | 加碼 |
| 24 | PNR | Pentair plc | -0.2% | -79.15% | 減碼 |
| 25 | KEL | Kellanova | -0.2% | EXIT | 清倉 |
| 26 | CMS | Cms Energy CORP | -0.2% | EXIT | 清倉 |
| 27 | LNT | Alliant Energy CORP | -0.2% | EXIT | 清倉 |
| 28 | PNW | Pinnacle West Capital | -0.2% | EXIT | 清倉 |
| 29 | EVRG | Evergy Inc | -0.2% | EXIT | 清倉 |
| 30 | IBM | Intl Business Machines CORP | -0.2% | -50.05% | 減碼 |
| 31 | CAH | Cardinal Health Inc | -0.3% | -81.14% | 減碼 |
| 32 | MO | Altria Group Inc | -0.3% | -44.37% | 減碼 |
| 33 | AFL | Aflac Inc | -0.3% | -78.53% | 減碼 |
| 34 | WMT | Walmart Inc | -0.3% | -52.25% | 減碼 |
| 35 | TMUS | T-mobile US Inc | -0.3% | -49.55% | 減碼 |
| 36 | DUK | Duke Energy CORP | -0.3% | EXIT | 清倉 |
| 37 | CINF | Cincinnati Financial CORP | -0.3% | EXIT | 清倉 |
| 38 | ATO | Atmos Energy CORP | -0.3% | EXIT | 清倉 |
| 39 | CTAS | Cintas CORP | -0.4% | -84.57% | 減碼 |
| 40 | BRO | Brown & Brown Inc | -0.4% | EXIT | 清倉 |
| 41 | PLTR | Palantir Technologies Inc-a | -0.4% | -63.45% | 減碼 |
| 42 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | -0.4% | EXIT | 清倉 |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | -0.5% | -13.98% | 減碼 |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.5% | -6.56% | 減碼 |
| 45 | PSQ | Proshares Short Qqq | -0.6% | EXIT | 清倉 |
| 46 | FEOE | First Eagle Overseas Eq ETF | -1% | EXIT | 清倉 |
| 47 | VPLS | Vanguard Core-plus Bond ETF | -1% | EXIT | 清倉 |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | -1.1% | EXIT | 清倉 |
| 49 | FEGE | First Eagle Gl Equity ETF | -2.6% | EXIT | 清倉 |
| 50 | RSP | Invesco S&p 500 Equal Weight | -23% | -99.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，RIA Advisory Group LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 131 個公開持股部位。
在 Q2 2025 季度，RIA Advisory Group LLC 按市值排列的前三大核心持股分別為：QQQ (10.8%)、VTI (8.5%)、BND (8.5%)。其中最大持股部位 QQQ 佔據整體投資組合約 10.8% 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
QLD
市值: US$672.9萬
本季最大獲利了結 / 清倉標的
FEGE
前期市值: US$805.6萬
在 Q2 2025 季度中，RIA Advisory Group LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 13 個部位、減碼 12 個部位以及清倉 15 個部位。 其中最大新建倉標的為 QLD。 本季清倉部位包含 FEGE。
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。