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: 0001802530
申報總市值
US$18.0億
US$18.0億
364 檔
10.5%
Soltis Investment Advisors LLC 在 Q3 2024 季度的美股部位總計估值為 US$18.0億，分散於 364 個持倉標的之中，反映其市場參與廣度與投資規模。
Soltis Investment Advisors LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 23 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Soltis Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 10.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 364 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 | MSFT | Microsoft CORP | 股票-科技 | 6.15% | -0.37% | +4.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.76% | -0.24% | +5.88% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.41% | -1.61% | |
| 4 | SNFCA | Security Natl Finl Corp-cl A | 股票-其他 | 2.54% | — | +1.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.49% | -0.03% | +4.62% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.47% | -0.16% | -7.20% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.23% | -0.04% | +2.14% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.94% | — | +1.95% | |
| 9 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-其他 | 1.79% | -0.01% | — | |
| 10 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.78% | -0.03% | -26.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.70% | -1.31% | -12.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | +0.18% | +18.82% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.29% | -0.24% | +33.12% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.20% | -0.12% | +24.98% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.17% | +0.06% | -6.32% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.05% | +0.21% | -3.30% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.34% | -9.56% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.97% | +0.13% | -14.42% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.92% | +0.06% | -1.59% | |
| 20 | O | Realty Income CORP | 股票-房地產 | 0.89% | -0.02% | +67.12% | |
| 21 | RC | Ready Capital CORP | 股票-其他 | 0.85% | -0.01% | -3.90% | |
| 22 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.83% | -0.09% | +53.73% | |
| 23 | AMT | American Tower CORP | 股票-房地產 | 0.83% | -0.05% | -15.54% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.82% | -0.01% | +11.58% | |
| 25 | ETR | Entergy CORP | 股票-公用事業 | 0.82% | -0.17% | +1.23% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.20% | +149.94% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 0.78% | -0.10% | +30.04% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.78% | — | +2.19% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.02% | +2.47% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.77% | -0.01% | +1.38% | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.77% | -0.13% | +11.53% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.75% | +0.43% | +763.70% | |
| 33 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.73% | -0.03% | +3.05% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.72% | -0.13% | -0.46% | |
| 35 | ENB | Enbridge Inc | 股票-能源 | 0.71% | -0.06% | +3.40% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | -0.02% | +5.94% | |
| 37 | MRO* | Marathon Oil CORP | 股票-其他 | 0.69% | — | +1444.07% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.69% | +0.09% | +1.18% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.69% | — | -19.43% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | +0.05% | -17.36% | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.66% | -0.19% | +0.38% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | +0.15% | +6268.69% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | — | +2.90% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.62% | — | +1.35% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | +0.12% | +800.83% | |
| 46 | KR | Kroger Co | 股票-非循環性消費 | 0.60% | -0.01% | -1.26% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.04% | +3.75% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | +0.07% | -11.20% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.59% | +0.01% | -22.04% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.15% | +7.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JAJL | Innovator Edp ETF - 6m Ja/jy | +1.8% | NEW | 新建倉 |
| 2 | AMAT | Applied Materials Inc | +0.6% | +763.70% | 加碼 |
| 3 | MRO* | Marathon Oil CORP | +0.6% | +1444.07% | 加碼 |
| 4 | PANW | Palo Alto Networks Inc | +0.6% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.6% | +6268.69% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.5% | +800.83% | 加碼 |
| 7 | QCOM | Qualcomm Inc | +0.5% | +1924.85% | 加碼 |
| 8 | ADBE | Adobe Inc | +0.5% | +1189.69% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.5% | +149.94% | 加碼 |
| 10 | FANG | Diamondback Energy Inc | +0.5% | NEW | 新建倉 |
| 11 | O | Realty Income CORP | +0.4% | +67.12% | 加碼 |
| 12 | GE | General Electric | +0.4% | +269.80% | 加碼 |
| 13 | AAPL | Apple Inc | +0.4% | +5.88% | 加碼 |
| 14 | LULU | Lululemon Athletica Inc | +0.4% | +1935.86% | 加碼 |
| 15 | ES | Eversource Energy | +0.4% | NEW | 新建倉 |
| 16 | EQR | Equity Residential | +0.3% | NEW | 新建倉 |
| 17 | SHW | Sherwin-williams Co/the | +0.3% | NEW | 新建倉 |
| 18 | BND | Vanguard Total Bond Market | +0.3% | +33.12% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.3% | +24.98% | 加碼 |
| 20 | HSY | Hershey Co/the | +0.3% | +53.73% | 加碼 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +673.28% | 加碼 |
| 22 | MDT | Medtronic plc | +0.2% | +30.04% | 加碼 |
| 23 | VGT | Vanguard Info Tech ETF | +0.2% | +360.94% | 加碼 |
| 24 | ORCL | Oracle CORP | +0.2% | +47.12% | 加碼 |
| 25 | TPR | Tapestry Inc | +0.2% | NEW | 新建倉 |
| 26 | SNFCA | Security Natl Finl Corp-cl A | +0.2% | +1.04% | 加碼 |
| 27 | ETR | Entergy CORP | +0.1% | +1.23% | 加碼 |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.62% | 加碼 |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.95% | 加碼 |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | -0.2% | -73.73% | 減碼 |
| 31 | LRCXEUR | Lam Research CORP | -0.2% | +0.15% | 加碼 |
| 32 | AEP | American Electric Power | -0.3% | -46.49% | 減碼 |
| 33 | FCTR | First Trust Lunt US Factor | -0.3% | -29.63% | 減碼 |
| 34 | GLPI | Gaming And Leisure Propertie | -0.3% | EXIT | 清倉 |
| 35 | JNJ | Johnson & Johnson | -0.3% | -94.19% | 減碼 |
| 36 | SWKS | Skyworks Solutions Inc | -0.3% | -49.56% | 減碼 |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -52.64% | 減碼 |
| 38 | JPST | Jpmorgan Ultra-short Income | -0.4% | -7.20% | 減碼 |
| 39 | MPC | Marathon Petroleum CORP | -0.4% | EXIT | 清倉 |
| 40 | SHEL | Shell Plc-adr | -0.5% | -94.05% | 減碼 |
| 41 | PFE | Pfizer Inc | -0.5% | -86.22% | 減碼 |
| 42 | KLAC | Kla CORP | -0.5% | EXIT | 清倉 |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.5% | EXIT | 清倉 |
| 44 | ACN | Accenture plc | -0.5% | -68.53% | 減碼 |
| 45 | AMD | Advanced Micro Devices | -0.5% | -90.34% | 減碼 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | -89.92% | 減碼 |
| 47 | KKR | Kkr & Co Inc | -0.6% | -97.26% | 減碼 |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.7% | -26.13% | 減碼 |
| 49 | UAUG | Innovator U.s. Equity Ultra | -0.7% | EXIT | 清倉 |
| 50 | PAUG | Innovator U.s. Equity Power | -1% | -93.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Soltis Investment Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$18.0億，共申報了 364 個公開持股部位。
在 Q3 2024 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (6.2%)、AAPL (4.8%)、NVDA (2.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.2% 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
JAJL
市值: US$1834.0萬
本季最大獲利了結 / 清倉標的
UAUG
前期市值: US$642.6萬
在 Q3 2024 季度中，Soltis Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 23 個部位、減碼 15 個部位以及清倉 5 個部位。 其中最大新建倉標的為 JAJL。 本季清倉部位包含 UAUG。
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。