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: 0000944317
申報總市值
US$2.7億
US$2.7億
140 檔
25.5%
Smith Shellnut Wilson LLC /adv 在 Q1 2025 季度的美股部位總計估值為 US$2.7億，分散於 140 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2025 期間，Smith Shellnut Wilson LLC /adv 展現了靈活的資產再平衡步調，透過出清 10 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IVV, VOO, ）累計市值佔比達 25.5%，是驅動 Smith Shellnut Wilson LLC /adv 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.96% | -0.16% | +1.39% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.51% | -0.22% | +6.58% | |
| 3 | ✓ | 股票-其他 | 5.52% | — | -0.56% | ||
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.48% | +0.08% | +15.22% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.84% | -0.21% | +0.00% | |
| 6 | ✓ | 股票-其他 | 4.79% | — | -1.11% | ||
| 7 | ORCL | Oracle CORP | 股票-科技 | 4.19% | -0.66% | — | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.27% | -0.07% | +0.04% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.87% | -0.23% | +0.56% | |
| 10 | ✓ | 股票-其他 | 1.95% | — | -0.44% | ||
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.25% | +0.09% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | -0.28% | — | |
| 13 | ✓ | 股票-其他 | 1.64% | — | +13.44% | ||
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.43% | -0.36% | +1.32% | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.42% | -0.26% | +0.56% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.32% | -0.14% | -3.37% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.31% | -0.04% | +0.93% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.27% | — | +0.84% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.20% | -0.17% | -0.76% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.10% | +0.33% | +0.91% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.21% | +0.25% | |
| 23 | AFL | Aflac Inc | 股票-金融 | 1.04% | -0.07% | +0.70% | |
| 24 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.04% | -0.04% | +2.10% | |
| 25 | ✓ | Vivakor Inc | 股票-其他 | 1.03% | — | — | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | -0.12% | +1.66% | |
| 27 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.98% | +0.05% | +7.26% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.81% | -0.08% | — | |
| 29 | ✓ | Business First Bancshares In | 股票-其他 | 0.79% | — | — | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | -0.20% | +0.98% | |
| 31 | ✓ | 股票-其他 | 0.75% | — | +0.40% | ||
| 32 | ✓ | 股票-其他 | 0.72% | — | — | ||
| 33 | ✓ | 股票-其他 | 0.70% | — | +0.19% | ||
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.67% | +0.06% | +11.51% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.22% | +0.78% | |
| 36 | FBMSUSD | First Bancshares Inc/ms | 股票-其他 | 0.60% | — | — | |
| 37 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.59% | -0.12% | — | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.12% | +1.05% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | -0.04% | +1.10% | |
| 40 | ✓ | 股票-其他 | 0.57% | — | +3.23% | ||
| 41 | ✓ | 股票-其他 | 0.56% | — | +1.18% | ||
| 42 | CTAS | Cintas CORP | 股票-工業 | 0.56% | -0.04% | +2.50% | |
| 43 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.55% | -0.02% | -1.98% | |
| 44 | FDX | Fedex CORP | 股票-工業 | 0.48% | -0.17% | +0.19% | |
| 45 | GWW | Ww Grainger Inc | 股票-工業 | 0.48% | +0.02% | +2.23% | |
| 46 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.47% | +0.02% | -17.43% | |
| 47 | ✓ | 股票-其他 | 0.45% | — | -0.41% | ||
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.45% | -0.01% | +1.74% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | -0.03% | +6.81% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | -0.03% | +1.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +15.22% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | +6.58% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.3% | — | 不變 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.3% | +0.00% | 加碼 |
| 5 | ✓ | +0.2% | -1.11% | 減碼 | |
| 6 | ✓ | +0.2% | -0.44% | 減碼 | |
| 7 | CORT | Corcept Therapeutics Inc | +0.1% | — | 不變 |
| 8 | PM | Philip Morris International | +0.1% | +6.81% | 加碼 |
| 9 | KO | Coca-cola Co/the | +0.1% | — | 不變 |
| 10 | ✓ | +0.1% | +13.44% | 加碼 | |
| 11 | AFL | Aflac Inc | +0.1% | +0.70% | 加碼 |
| 12 | CTAS | Cintas CORP | +0.1% | +2.50% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.1% | +1.19% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.78% | 加碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | +1.39% | 加碼 |
| 16 | LOW | Lowe's Cos Inc | 0% | +0.56% | 加碼 |
| 17 | FDX | Fedex CORP | -0.1% | +0.19% | 加碼 |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | +0.84% | 加碼 |
| 19 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.25% | 加碼 |
| 20 | CLX | Clorox Company | -0.1% | -16.91% | 減碼 |
| 21 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.56% | 加碼 |
| 22 | RF | Regions Financial CORP | -0.1% | -9.59% | 減碼 |
| 23 | IWM | Ishares Russell 2000 ETF | -0.1% | -10.60% | 減碼 |
| 24 | ✓ | -0.1% | — | 不變 | |
| 25 | FIDU | Fidelity Msci Indust Indx | -0.1% | -17.43% | 減碼 |
| 26 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | +0.91% | 加碼 |
| 27 | ✓ | -0.1% | -0.41% | 減碼 | |
| 28 | ✓ | -0.1% | -1.59% | 減碼 | |
| 29 | STRL | Sterling Infrastructure Inc | -0.1% | — | 不變 |
| 30 | ✓ | -0.1% | — | 不變 | |
| 31 | ✓ | -0.1% | +0.19% | 加碼 | |
| 32 | MSFT | Microsoft CORP | -0.2% | +0.09% | 加碼 |
| 33 | AAPL | Apple Inc | -0.3% | +0.04% | 加碼 |
| 34 | ✓ | -0.3% | -0.56% | 減碼 | |
| 35 | ✓ | Vivakor Inc | -0.6% | — | 不變 |
| 36 | ORCL | Oracle CORP | -0.6% | — | 不變 |
| 37 | ✓ | Columbia Research Enhanced Cor | — | NEW | 新建倉 |
| 38 | ✓ | — | EXIT | 清倉 | |
| 39 | ✓ | — | NEW | 新建倉 | |
| 40 | WST | West Pharmaceutical Services | — | EXIT | 清倉 |
| 41 | PPG | Ppg Industries Inc | — | EXIT | 清倉 |
| 42 | DECK | Deckers Outdoor CORP | — | EXIT | 清倉 |
| 43 | SBUX | Starbucks CORP | — | EXIT | 清倉 |
| 44 | ✓ | — | EXIT | 清倉 | |
| 45 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
| 46 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 47 | LNTH | Lantheus Holdings Inc | — | NEW | 新建倉 |
| 48 | ✓ | — | EXIT | 清倉 | |
| 49 | AOS | Smith (a.o.) CORP | — | EXIT | 清倉 |
| 50 | ✓ | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Smith Shellnut Wilson LLC /adv 在 Q1 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 140 個公開持股部位。
在 Q1 2025 季度，Smith Shellnut Wilson LLC /adv 按市值排列的前三大核心持股分別為：IVV (8.0%)、VOO (7.5%)、 (5.5%)。其中最大持股部位 IVV 佔據整體投資組合約 8.0% 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
COLUMBIA RESEARCH ENHANCED COR
市值: US$62.3萬
本季最大獲利了結 / 清倉標的
前期市值: US$61.5萬
在 Q1 2025 季度中，Smith Shellnut Wilson LLC /adv 共進行了 42 項持倉異動，包含新建倉 4 個部位、加碼 19 個部位、減碼 9 個部位以及清倉 10 個部位。 其中最大新建倉標的為 COLUMBIA RESEARCH ENHANCED COR。 本季清倉部位包含 。
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。