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
372 檔
12.5%
根據最新整理的 13F 季度數據集，Soltis Investment Advisors LLC 於 Q4 2024 結束時的管理資產規模為 US$18.0億。該機構在本季度申報了 372 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Soltis Investment Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 11 個新部位，並對 19 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Soltis Investment Advisors LLC 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 12.5%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 372 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 | 6.42% | -0.37% | +12.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.58% | -0.24% | +15.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.36% | +0.41% | +24.01% | |
| 4 | SNFCA | Security Natl Finl Corp-cl A | 股票-其他 | 2.92% | — | -6.99% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.49% | -0.04% | -0.01% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.45% | -0.03% | +1.80% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.27% | -0.16% | -2.17% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.80% | — | -1.87% | |
| 9 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-其他 | 1.78% | -0.12% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | -1.31% | +6.51% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.75% | -0.24% | +49.28% | |
| 12 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.53% | -0.03% | -9.41% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | +0.18% | -12.51% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.12% | -0.12% | -3.44% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.06% | -6.54% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.34% | +12.36% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.01% | +0.15% | +223.55% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.00% | +0.21% | +17.21% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.96% | -0.02% | +113.75% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.91% | +0.15% | +9.57% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.90% | +0.13% | +116.52% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.86% | -0.13% | +1.32% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.76% | -0.01% | -0.62% | |
| 24 | C | Citigroup Inc | 股票-金融 | 0.76% | +0.09% | +3.51% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.05% | +3.11% | |
| 26 | ENB | Enbridge Inc | 股票-能源 | 0.72% | -0.06% | +1.80% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | +0.02% | -1.63% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.20% | +0.53% | |
| 29 | O | Realty Income CORP | 股票-房地產 | 0.69% | -0.02% | -3.17% | |
| 30 | RC | Ready Capital CORP | 股票-其他 | 0.68% | -0.01% | -4.95% | |
| 31 | ETR | Entergy CORP | 股票-公用事業 | 0.67% | -0.17% | +51.14% | |
| 32 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.66% | -0.09% | -5.21% | |
| 33 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.66% | -0.03% | +14.65% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 0.64% | -0.10% | -2.17% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | -0.17% | +42.54% | |
| 36 | AMT | American Tower CORP | 股票-房地產 | 0.60% | -0.05% | -3.68% | |
| 37 | GLW | Corning Inc | 股票-科技 | 0.59% | -0.19% | -9.57% | |
| 38 | KR | Kroger Co | 股票-非循環性消費 | 0.59% | -0.01% | -2.59% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | +2.47% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.57% | -0.13% | -11.66% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.57% | — | -20.32% | |
| 42 | FCTR | First Trust Lunt US Factor | ETF-其他 | 0.57% | — | -0.71% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.15% | -0.04% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.12% | -15.61% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.56% | +0.15% | +121.27% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | +0.05% | +3.96% | |
| 47 | ANET | Arista Networks Inc | 股票-科技 | 0.55% | +0.16% | — | |
| 48 | GBCI | Glacier Bancorp Inc | 股票-金融 | 0.55% | — | -8.07% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.04% | +2.38% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.53% | +0.01% | +4.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APOC | Inr Eqty Def P ETF - 6 M A/o | +1.8% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.8% | +15.11% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.8% | +24.01% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +223.55% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.7% | +113.75% | 加碼 |
| 6 | ANET | Arista Networks Inc | +0.6% | NEW | 新建倉 |
| 7 | BND | Vanguard Total Bond Market | +0.5% | +49.28% | 加碼 |
| 8 | BX | Blackstone Inc | +0.5% | +649.56% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.4% | NEW | 新建倉 |
| 10 | SNFCA | Security Natl Finl Corp-cl A | +0.4% | -6.99% | 減碼 |
| 11 | ADSK | Autodesk Inc | +0.4% | +438.19% | 加碼 |
| 12 | VONV | Vanguard Russell 1000 Value | +0.4% | NEW | 新建倉 |
| 13 | ASML | ASML Holding N.V. | +0.4% | NEW | 新建倉 |
| 14 | FISV | Fiserv Inc | +0.4% | +843.94% | 加碼 |
| 15 | ACN | Accenture plc | +0.3% | +121.27% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.3% | +505.24% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.3% | +12.31% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.3% | -0.01% | 減碼 |
| 19 | AVGO | Broadcom Inc | +0.3% | +9.57% | 加碼 |
| 20 | VONG | Vanguard Russell 1000 Growth | +0.3% | NEW | 新建倉 |
| 21 | ORLY | O'reilly Automotive Inc | +0.2% | NEW | 新建倉 |
| 22 | COP | Conocophillips | +0.2% | +191.60% | 加碼 |
| 23 | FICO | Fair Isaac CORP | +0.2% | NEW | 新建倉 |
| 24 | HWM | Howmet Aerospace Inc | +0.2% | NEW | 新建倉 |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | NEW | 新建倉 |
| 26 | LLY | Eli Lilly & Co | +0.2% | +218.87% | 加碼 |
| 27 | PAYX | Paychex Inc | +0.2% | +886.94% | 加碼 |
| 28 | LYB | LyondellBasell Industries N.V. | +0.2% | +106.84% | 加碼 |
| 29 | ALB | Albemarle CORP | +0.2% | NEW | 新建倉 |
| 30 | GOOG | Alphabet Inc-cl C | +0.2% | +32.93% | 加碼 |
| 31 | NFLX | Netflix Inc | +0.1% | +1.32% | 加碼 |
| 32 | AEP | American Electric Power | +0.1% | +61.85% | 加碼 |
| 33 | TPR | Tapestry Inc | -0.2% | EXIT | 清倉 |
| 34 | BITB | Bitwise Bitcoin ETF | -0.2% | -71.63% | 減碼 |
| 35 | APD | Air Products & Chemicals Inc | -0.2% | -20.32% | 減碼 |
| 36 | AMT | American Tower CORP | -0.2% | -3.68% | 減碼 |
| 37 | SWKS | Skyworks Solutions Inc | -0.3% | EXIT | 清倉 |
| 38 | AMAT | Applied Materials Inc | -0.3% | -13.92% | 減碼 |
| 39 | IVE | Ishares S&p 500 Value ETF | -0.3% | -38.29% | 減碼 |
| 40 | GE | General Electric | -0.4% | -63.95% | 減碼 |
| 41 | LULU | Lululemon Athletica Inc | -0.4% | EXIT | 清倉 |
| 42 | APAM | Artisan Partners Asset Ma -a | -0.4% | EXIT | 清倉 |
| 43 | QCOM | Qualcomm Inc | -0.4% | -73.61% | 減碼 |
| 44 | FANG | Diamondback Energy Inc | -0.5% | EXIT | 清倉 |
| 45 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清倉 |
| 46 | PANW | Palo Alto Networks Inc | -0.6% | -93.17% | 減碼 |
| 47 | ABBV | Abbvie Inc | -0.6% | -56.52% | 減碼 |
| 48 | CVS | Cvs Health CORP | -0.6% | EXIT | 清倉 |
| 49 | MRO* | Marathon Oil CORP | -0.7% | EXIT | 清倉 |
| 50 | JAJL | Innovator Edp ETF - 6m Ja/jy | -1.7% | -96.50% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Soltis Investment Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$18.0億，共申報了 372 個公開持股部位。
在 Q4 2024 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (6.4%)、AAPL (5.6%)、NVDA (3.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.4% 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
APOC
市值: US$1918.9萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$710.9萬
在 Q4 2024 季度中，Soltis Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 19 個部位、減碼 12 個部位以及清倉 8 個部位。 其中最大新建倉標的為 APOC。 本季清倉部位包含 MRO*。
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。