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: 0001894302
申報總市值
US$9.2億
US$9.2億
1634 檔
52.5%
截至 Q3 2025 季度末，SJS Investment Consulting Inc. 的美股持倉估值約為 US$9.2億，全數申報部位共有 1634 檔。
在 Q3 2025，SJS Investment Consulting Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 36 個既有持股進行加碼（合計增持 37 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 DFAC, DFIC, DUSB）占據了總市值的 52.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1634 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 47.44% | +1.46% | +0.73% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 8.15% | -0.10% | +2.70% | |
| 3 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 4.18% | -0.49% | +45.07% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 3.54% | -0.06% | +31.83% | |
| 5 | DFSD | Dimensional Short Duration | ETF-其他 | 2.68% | -2.21% | +9.22% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.17% | — | +11.16% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.99% | +0.35% | +1.52% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.68% | +0.35% | +29.07% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.64% | +0.11% | -0.69% | |
| 10 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 1.61% | -0.03% | +0.20% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.53% | +0.23% | +7.98% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 1.22% | -0.07% | +2.99% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.20% | -0.08% | -13.00% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | -0.17% | +2.09% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.12% | -0.32% | -1.03% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.99% | +0.12% | +12.36% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.02% | +25.33% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +3.95% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.50% | +0.01% | -8.66% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | -0.13% | +16.23% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.05% | +19.85% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | +0.06% | -0.34% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.40% | -0.09% | +1699.49% | |
| 24 | AVDE | Avantis International Equity | ETF-其他 | 0.37% | -0.01% | -1.45% | |
| 25 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.37% | -0.24% | +84.02% | |
| 26 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.37% | -0.03% | — | |
| 27 | WSBC | Wesbanco Inc | 股票-其他 | 0.34% | — | -1.15% | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.34% | -0.01% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | — | +260.77% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.31% | -0.02% | +1.17% | |
| 31 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密貨幣 | 0.30% | — | +20.86% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.26% | +0.01% | +4.13% | |
| 33 | SYY | Sysco CORP | 股票-非循環性消費 | 0.24% | +0.01% | +0.01% | |
| 34 | ANDE | Andersons Inc/the | 股票-其他 | 0.22% | -0.03% | -0.07% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | -0.02% | -0.21% | |
| 36 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.18% | +0.01% | -26.27% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.18% | -0.01% | +31.63% | |
| 38 | UMBF | Umb Financial CORP | 股票-金融 | 0.18% | +0.01% | -54.18% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.17% | +0.01% | +10.41% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.16% | -0.01% | +374.30% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | -0.01% | +143.49% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.16% | +0.01% | -24.06% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.15% | +0.05% | +73.19% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.15% | +0.01% | +328.42% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.14% | -0.04% | -9.30% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.14% | -0.01% | +3.47% | |
| 47 | DFIV | Dimensional International Va | ETF-其他 | 0.13% | -0.02% | +28.34% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.13% | -0.03% | +17.07% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.13% | -0.01% | +57838.10% | |
| 50 | WELL | Welltower Inc | 股票-房地產 | 0.12% | +0.01% | +400.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +1.6% | -0.69% | 加碼 |
| 2 | VCRB | Vanguard Core Bond ETF | +1.4% | +31.83% | 加碼 |
| 3 | DUSB | Dimension Ultrashort Fi ETF | +0.9% | +45.07% | 加碼 |
| 4 | WMT | Walmart Inc | +0.4% | +1699.49% | 加碼 |
| 5 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | +84.02% | 加碼 |
| 6 | VTIP | Vanguard Short-term Tips | +0.3% | +29.07% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | +2.09% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +260.77% | 加碼 |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.2% | +7.98% | 加碼 |
| 10 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +20.86% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.1% | +374.30% | 加碼 |
| 12 | NEE | Nextera Energy Inc | +0.1% | +57838.10% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.1% | +328.42% | 加碼 |
| 14 | DFIV | Dimensional International Va | +0.1% | +28.34% | 加碼 |
| 15 | WELL | Welltower Inc | +0.1% | +400.79% | 加碼 |
| 16 | DFGR | Dim Global Real Estate ETF | +0.1% | +12.36% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.1% | +25.33% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +19.85% | 加碼 |
| 19 | LOW | Lowe's Cos Inc | +0.1% | +1232.31% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +73.19% | 加碼 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +143.49% | 加碼 |
| 22 | LIN | Linde plc | +0.1% | +1435.06% | 加碼 |
| 23 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +2.99% | 加碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +254.61% | 加碼 |
| 25 | EMR | Emerson Electric Co | +0.1% | +27353.85% | 加碼 |
| 26 | CVX | Chevron CORP | +0.1% | +445.30% | 加碼 |
| 27 | VXUS | Vanguard Total Intl Stock | +0.1% | — | 加碼 |
| 28 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +61.03% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -0.34% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | 0% | +31.63% | 加碼 |
| 31 | GEV | GE Vernova Inc | 0% | +7.79% | 加碼 |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | 不變 |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | -9.30% | 減碼 |
| 34 | DFUS | Dimensional US Eq Mkt ETF | 0% | +1.17% | 加碼 |
| 35 | AVDE | Avantis International Equity | 0% | -1.45% | 減碼 |
| 36 | MCD | Mcdonald's CORP | 0% | +16.23% | 加碼 |
| 37 | AAPL | Apple Inc | -0.1% | +11.16% | 加碼 |
| 38 | ETHE | Grayscale Ethereum Staking E | -0.1% | — | 減碼 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | +54.70% | 減碼 |
| 40 | YUM | Yum! Brands Inc | -0.1% | +2100.00% | 減碼 |
| 41 | BND | Vanguard Total Bond Market | -0.2% | -0.21% | 減碼 |
| 42 | VCRM | Vanguard Core Tax-ex Bond | -0.2% | -26.27% | 減碼 |
| 43 | DFSD | Dimensional Short Duration | -0.3% | +9.22% | 加碼 |
| 44 | DFIC | Dimensional International Co | -0.3% | +2.70% | 加碼 |
| 45 | PEP | Pepsico Inc | -0.3% | +224.86% | 減碼 |
| 46 | UMBF | Umb Financial CORP | -0.6% | -54.18% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.7% | +1.52% | 加碼 |
| 48 | HRL | Hormel Foods CORP | -0.9% | +0.20% | 加碼 |
| 49 | DFAC | Dimensional US Core Equity 2 | -4.4% | +0.73% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，SJS Investment Consulting Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$9.2億，共申報了 1634 個公開持股部位。
在 Q3 2025 季度，SJS Investment Consulting Inc. 按市值排列的前三大核心持股分別為：DFAC (47.4%)、DFIC (8.2%)、DUSB (4.2%)。其中最大持股部位 DFAC 佔據整體投資組合約 47.4% 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
BRK-A
市值: US$75.4萬
本季最大獲利了結 / 清倉標的
DFAC
前期市值: US$3.0億
在 Q3 2025 季度中，SJS Investment Consulting Inc. 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 36 個部位、減碼 12 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BRK-A。
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。