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
475 檔
18.9%
根據最新整理的 13F 季度數據集，Soltis Investment Advisors LLC 於 Q3 2025 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 475 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，Soltis Investment Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 28 個既有持股進行加碼（合計增持 32 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 MSFT, AAPL, NVDA）占據了總市值的 18.9%，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 475 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 | 7.04% | -0.37% | -0.65% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.03% | -0.24% | +0.16% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | +0.41% | +2.73% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.92% | -0.24% | +9.84% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.43% | -0.04% | -20.43% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.41% | -0.03% | +2.35% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.63% | -1.31% | +16.00% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.63% | -0.16% | -4.88% | |
| 9 | SNFCA | Security Natl Finl Corp-cl A | 股票-其他 | 1.58% | — | +3.40% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 1.47% | -0.13% | -3.70% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.42% | +0.18% | -19.19% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.39% | -0.02% | +6.92% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -0.12% | +11.67% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.36% | — | +1.13% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.15% | -18.24% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.17% | +0.13% | +10.43% | |
| 17 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.90% | -0.27% | +31.84% | |
| 18 | MFSI | Mfs Active International | ETF-其他 | 0.83% | +0.05% | +11.92% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.34% | +3.08% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | +0.06% | +0.70% | |
| 21 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.73% | -0.01% | +3190.38% | |
| 22 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-其他 | 0.72% | -0.01% | +2.75% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | -0.04% | +3.55% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.69% | +0.21% | +4.59% | |
| 25 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.67% | -0.03% | +4.21% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 0.66% | -0.17% | -1.57% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | +0.05% | -17.59% | |
| 28 | O | Realty Income CORP | 股票-房地產 | 0.66% | -0.02% | +5.62% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.65% | +0.01% | +9.54% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.15% | +4.62% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 0.64% | -0.10% | +4.47% | |
| 32 | GLW | Corning Inc | 股票-科技 | 0.63% | -0.19% | -17.03% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.62% | -0.13% | +4.13% | |
| 34 | ENB | Enbridge Inc | 股票-能源 | 0.60% | -0.06% | +7.82% | |
| 35 | ETR | Entergy CORP | 股票-公用事業 | 0.59% | -0.17% | +4.51% | |
| 36 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.58% | -0.09% | +4.47% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | +0.05% | +12.43% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.15% | +8.08% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.57% | +0.11% | -1.74% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.56% | +0.09% | -30.16% | |
| 41 | EQR | Equity Residential | 股票-房地產 | 0.55% | +0.03% | +25.00% | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.54% | -0.01% | +4.62% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | +0.02% | +1.53% | |
| 44 | AMT | American Tower CORP | 股票-房地產 | 0.54% | -0.05% | +3.90% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.53% | +0.01% | -16.79% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.04% | +33.75% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.08% | +3.00% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | +0.02% | +7.06% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | — | +2.67% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.49% | -0.05% | +2.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +2.73% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1% | -0.65% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.8% | +6.92% | 加碼 |
| 4 | PDEC | Innovator U.s. Equity Power | +0.7% | +3190.38% | 加碼 |
| 5 | NKE | Nike Inc -cl B | +0.7% | +31.84% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.6% | -18.24% | 加碼 |
| 7 | PEP | Pepsico Inc | +0.3% | +576.88% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +11.67% | 加碼 |
| 9 | DPZ | Domino's Pizza Inc | +0.3% | +85.74% | 加碼 |
| 10 | ANET | Arista Networks Inc | +0.3% | -1.73% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -19.19% | 減碼 |
| 12 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1267.25% | 加碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.62% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -20.43% | 加碼 |
| 15 | PAYX | Paychex Inc | +0.2% | +193.30% | 加碼 |
| 16 | MFSI | Mfs Active International | +0.2% | +11.92% | 加碼 |
| 17 | ZTS | Zoetis Inc | +0.2% | +18.41% | 加碼 |
| 18 | SPGI | S&p Global Inc | +0.2% | +3.89% | 加碼 |
| 19 | ALSN | Allison Transmission Holding | +0.2% | +3.30% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.2% | -3.70% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.2% | -1.74% | 減碼 |
| 22 | NET | Cloudflare Inc - Class A | +0.2% | +0.17% | 加碼 |
| 23 | COIN | Coinbase Global Inc -class A | +0.2% | +0.27% | 加碼 |
| 24 | ORCL | Oracle CORP | +0.1% | -16.79% | 減碼 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.35% | 加碼 |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | +10.43% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +3.00% | 加碼 |
| 28 | GLW | Corning Inc | +0.1% | -17.03% | 減碼 |
| 29 | AAPL | Apple Inc | +0.1% | +0.16% | 加碼 |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.54% | 加碼 |
| 31 | BND | Vanguard Total Bond Market | 0% | +9.84% | 加碼 |
| 32 | BMY | Bristol-myers Squibb Co | -0.2% | — | 減碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.3% | +12.54% | 減碼 |
| 34 | XLY | Ss Consumer Disc Select Sect | -0.4% | -7.71% | 減碼 |
| 35 | TAIL | Cambria Tail Risk ETF | -0.4% | -0.58% | 減碼 |
| 36 | COP | Conocophillips | -0.4% | +2.98% | 減碼 |
| 37 | FISV | Fiserv Inc | -0.4% | -1.36% | 減碼 |
| 38 | JAJL | Innovator Edp ETF - 6m Ja/jy | -0.5% | +2.75% | 減碼 |
| 39 | XOM | Exxon Mobil CORP | -0.5% | -7.36% | 減碼 |
| 40 | XLK | Ss Technology Select Sector | -0.7% | -10.11% | 減碼 |
| 41 | KR | Kroger Co | -0.7% | -16.76% | 減碼 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | +0.70% | 減碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | +16.00% | 減碼 |
| 44 | SNFCA | Security Natl Finl Corp-cl A | -1.2% | +3.40% | 加碼 |
| 45 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清倉 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 清倉 |
| 47 | PULS | Pgim Ultra Short Bond ETF | — | NEW | 新建倉 |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | 新建倉 |
| 49 | TT | Trane Technologies plc | — | NEW | 新建倉 |
| 50 | AZO | Autozone Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Soltis Investment Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$18.0億，共申報了 475 個公開持股部位。
在 Q3 2025 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (7.0%)、AAPL (5.0%)、NVDA (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.0% 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
PULS
市值: US$337.6萬
本季最大獲利了結 / 清倉標的
LYB
前期市值: US$739.1萬
在 Q3 2025 季度中，Soltis Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 28 個部位、減碼 16 個部位以及清倉 2 個部位。 其中最大新建倉標的為 PULS。 本季清倉部位包含 LYB。
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。