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
143 檔
32.9%
截至 Q3 2025 季度末，Smith Shellnut Wilson LLC /adv 的美股持倉估值約為 US$2.7億，全數申報部位共有 143 檔。
觀察 Q3 2025 的申報異動，Smith Shellnut Wilson LLC /adv 採取了強勁的買進策略，建倉與加碼動作（合計 29 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。
檢視投資組合結構，前 5 大主力部位（包含 VOO, IVV, ORCL）占據了總市值的 32.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.35% | -0.22% | +8.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.91% | -0.16% | +0.19% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 7.19% | -0.66% | +1.90% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.44% | +0.08% | -0.68% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.95% | +0.46% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.16% | -0.21% | +1.27% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 3.67% | -0.41% | — | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.40% | -0.07% | +9.09% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.03% | -0.23% | +32.16% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.25% | +13.47% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.98% | -0.37% | — | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.95% | +0.22% | — | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.73% | +0.33% | +31.30% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | -0.28% | +4.20% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.58% | +0.21% | +49.90% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.08% | — | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.25% | -0.26% | -2.28% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.11% | — | +0.11% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.10% | -0.36% | -1.13% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.08% | +0.05% | +4.84% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.07% | -0.17% | +3.07% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.00% | -0.12% | +0.10% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.96% | -0.14% | -0.14% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.02% | — | |
| 25 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.87% | -0.04% | -4.33% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.85% | — | -1.32% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.82% | +0.06% | +26.12% | |
| 28 | AFL | Aflac Inc | 股票-金融 | 0.81% | -0.07% | — | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.79% | -0.04% | -4.01% | |
| 30 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.77% | +1.60% | — | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.13% | — | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.03% | — | |
| 33 | BFST | Business First Bancshares | 股票-其他 | 0.65% | -0.02% | — | |
| 34 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.64% | +0.67% | — | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | -0.20% | +5.58% | |
| 36 | RNST | Renasant CORP | 股票-其他 | 0.63% | +0.01% | — | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.08% | -0.40% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.56% | -0.20% | — | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.12% | +9.11% | |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.52% | +0.20% | — | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.11% | — | |
| 42 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.51% | +0.04% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | +95.75% | |
| 44 | ✓ | Vivakor Inc | 股票-其他 | 0.49% | — | — | |
| 45 | RF | Regions Financial CORP | 股票-金融 | 0.44% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | -0.04% | -3.68% | |
| 47 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.42% | +0.02% | -8.72% | |
| 48 | KKR | Kkr & Co Inc | 股票-金融 | 0.42% | -0.03% | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.22% | -5.42% | |
| 50 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.40% | -0.12% | -1.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +3% | +1.90% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.8% | +8.51% | 加碼 |
| 3 | FTEC | Fidelity Msci Info Tech Indx | +0.6% | +31.30% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +13.47% | 加碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.5% | +49.90% | 加碼 |
| 6 | STX | Seagate Technology Holdings plc | +0.4% | — | 不變 |
| 7 | STRL | Sterling Infrastructure Inc | +0.4% | — | 不變 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +95.75% | 加碼 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +32.16% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +26.12% | 加碼 |
| 11 | AAPL | Apple Inc | +0.1% | +9.09% | 加碼 |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +4.84% | 加碼 |
| 13 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.68% | 減碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.19% | 減碼 |
| 15 | FUTY | Fidelity Msci US Utilities | -0.4% | -75.13% | 減碼 |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.5% | -4.01% | 減碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 18 | ✓ | — | EXIT | 清倉 | |
| 19 | ✓ | — | EXIT | 清倉 | |
| 20 | NOBL | Proshares S&p 500 Dividend A | — | NEW | 新建倉 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建倉 |
| 22 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建倉 |
| 23 | ✓ | — | EXIT | 清倉 | |
| 24 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 25 | ✓ | — | EXIT | 清倉 | |
| 26 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 27 | ✓ | Vivakor Inc | — | EXIT | 清倉 |
| 28 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 29 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 30 | ✓ | Business First Bancshares In | — | EXIT | 清倉 |
| 31 | BFST | Business First Bancshares | — | NEW | 新建倉 |
| 32 | ✓ | — | EXIT | 清倉 | |
| 33 | RNST | Renasant CORP | — | NEW | 新建倉 |
| 34 | ✓ | — | EXIT | 清倉 | |
| 35 | ✓ | — | EXIT | 清倉 | |
| 36 | GLD | Spdr Gold Shares | — | NEW | 新建倉 |
| 37 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | 新建倉 |
| 38 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 39 | RECS | Columbia Resear Enh Cor ETF | — | NEW | 新建倉 |
| 40 | FBMSUSD | First Bancshares Inc/ms | — | EXIT | 清倉 |
| 41 | ✓ | Vivakor Inc | — | NEW | 新建倉 |
| 42 | ✓ | — | EXIT | 清倉 | |
| 43 | ✓ | — | EXIT | 清倉 | |
| 44 | KKR | Kkr & Co Inc | — | NEW | 新建倉 |
| 45 | FENI | Fidelity Enhanced Intl ETF | — | NEW | 新建倉 |
| 46 | ✓ | — | EXIT | 清倉 | |
| 47 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 48 | ✓ | — | EXIT | 清倉 | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建倉 |
| 50 | ✓ | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Smith Shellnut Wilson LLC /adv 在 Q3 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 143 個公開持股部位。
在 Q3 2025 季度，Smith Shellnut Wilson LLC /adv 按市值排列的前三大核心持股分別為：VOO (8.3%)、IVV (7.9%)、ORCL (7.2%)。其中最大持股部位 VOO 佔據整體投資組合約 8.3% 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
QQQ
市值: US$1289.4萬
本季最大獲利了結 / 清倉標的
前期市值: US$1205.0萬
在 Q3 2025 季度中，Smith Shellnut Wilson LLC /adv 共進行了 48 項持倉異動，包含新建倉 19 個部位、加碼 10 個部位、減碼 4 個部位以及清倉 15 個部位。 其中最大新建倉標的為 QQQ。 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。