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
528 檔
20.4%
Soltis Investment Advisors LLC 在 Q4 2025 季度的美股部位總計估值為 US$18.0億，分散於 528 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2025 數據顯示 Soltis Investment Advisors LLC 積極進場，新開立 6 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 20.4%，是驅動 Soltis Investment Advisors LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 528 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 | 7.06% | -0.37% | +12.63% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.20% | +0.41% | +8.73% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.62% | -0.24% | -16.79% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 4.41% | -0.24% | +18.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.90% | -0.04% | +18.89% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.31% | -0.03% | -1.84% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.99% | +0.18% | +14.36% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | -1.31% | -7.55% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.43% | -0.16% | -7.73% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.36% | -0.02% | +0.95% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.30% | — | -1.45% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.22% | +0.13% | +5.73% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | -0.12% | -9.38% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.06% | +18.66% | |
| 15 | MFSI | Mfs Active International | ETF-其他 | 0.86% | +0.05% | +5.37% | |
| 16 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.85% | -0.27% | +8.64% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.04% | +4.52% | |
| 18 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.80% | -0.03% | +3.18% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | +0.15% | +39.25% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.34% | +3.52% | |
| 21 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.76% | -0.01% | +4.91% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | +0.08% | +14.13% | |
| 23 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-其他 | 0.69% | -0.12% | +2532.01% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.15% | -43.66% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | +0.05% | +6.01% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.65% | -0.10% | +4.76% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | +0.01% | +3.09% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.64% | +0.09% | +4.43% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | -0.17% | +2.65% | |
| 30 | O | Realty Income CORP | 股票-房地產 | 0.62% | -0.02% | +5.94% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.61% | +0.11% | -11.49% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.61% | +0.21% | -2.03% | |
| 33 | ENB | Enbridge Inc | 股票-能源 | 0.58% | -0.06% | +7.70% | |
| 34 | ETR | Entergy CORP | 股票-公用事業 | 0.58% | -0.17% | +4.01% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | +0.02% | +10.42% | |
| 36 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.56% | -0.09% | +4.10% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.56% | -0.13% | +1.98% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.56% | -0.12% | +43.48% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.56% | -0.01% | +4.20% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.56% | +0.05% | -0.01% | |
| 41 | AEP | American Electric Power | 股票-公用事業 | 0.56% | -0.01% | +4.98% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | +0.15% | -18.67% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | — | +5.36% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | +0.06% | +55.03% | |
| 45 | AMT | American Tower CORP | 股票-房地產 | 0.51% | -0.05% | +8.81% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.51% | -0.24% | +1954.27% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.49% | -0.01% | +41.02% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | -0.04% | +2.21% | |
| 49 | EQR | Equity Residential | 股票-房地產 | 0.48% | +0.03% | -5.25% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | -0.01% | +2.33% |
| # | 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 | +0.7% | +2532.01% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +14.36% | 加碼 |
| 3 | BND | Vanguard Total Bond Market | +0.5% | +18.68% | 加碼 |
| 4 | SLB | Slb LTD | +0.5% | +1954.27% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.5% | +18.89% | 加碼 |
| 6 | NOW | Servicenow Inc | +0.4% | +6023.55% | 加碼 |
| 7 | ACN | Accenture plc | +0.2% | +78.85% | 加碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +39.25% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +14.13% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.2% | +38.09% | 加碼 |
| 11 | FDX | Fedex CORP | +0.2% | +979.76% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | +8.73% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.2% | +43.48% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.2% | +55.03% | 加碼 |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1355.89% | 加碼 |
| 16 | DVY | Ishares Select Dividend ETF | +0.1% | +564.59% | 加碼 |
| 17 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +3.18% | 加碼 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.66% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -7.55% | 減碼 |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | +60.19% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +4.52% | 加碼 |
| 22 | C | Citigroup Inc | +0.1% | +4.43% | 加碼 |
| 23 | PAYX | Paychex Inc | +0.1% | +41.02% | 加碼 |
| 24 | AMGN | Amgen Inc | +0.1% | +4.20% | 加碼 |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +5.73% | 加碼 |
| 26 | MSFT | Microsoft CORP | 0% | +12.63% | 加碼 |
| 27 | BTC | Grayscale Bitcoin Mini ETF | -0.1% | -73.35% | 減碼 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -43.98% | 減碼 |
| 29 | RC | Ready Capital CORP | -0.1% | -3.59% | 減碼 |
| 30 | ORLY | O'reilly Automotive Inc | -0.1% | -6.00% | 減碼 |
| 31 | ZTS | Zoetis Inc | -0.2% | -74.52% | 減碼 |
| 32 | ORCL | Oracle CORP | -0.2% | +1.87% | 加碼 |
| 33 | FBND | Fidelity Total Bond ETF | -0.2% | -79.81% | 減碼 |
| 34 | JPST | Jpmorgan Ultra-short Income | -0.2% | -7.73% | 減碼 |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -9.38% | 減碼 |
| 36 | GLW | Corning Inc | -0.3% | -53.07% | 減碼 |
| 37 | AAPL | Apple Inc | -0.4% | -16.79% | 減碼 |
| 38 | AVGO | Broadcom Inc | -0.5% | -43.66% | 減碼 |
| 39 | JAJL | Innovator Edp ETF - 6m Ja/jy | -0.7% | -92.22% | 減碼 |
| 40 | NFLX | Netflix Inc | -1.2% | +144.58% | 加碼 |
| 41 | SNFCA | Security Natl Finl Corp-cl A | — | EXIT | 清倉 |
| 42 | BPRE | Bluerock Private Real Estate | — | NEW | 新建倉 |
| 43 | MNST | Monster Beverage CORP | — | NEW | 新建倉 |
| 44 | ULTA | Ulta Beauty Inc | — | NEW | 新建倉 |
| 45 | DGX | Quest Diagnostics Inc | — | EXIT | 清倉 |
| 46 | AZO | Autozone Inc | — | EXIT | 清倉 |
| 47 | FICO | Fair Isaac CORP | — | NEW | 新建倉 |
| 48 | GAP | Gap Inc/the | — | NEW | 新建倉 |
| 49 | IREN | IREN Limited | — | EXIT | 清倉 |
| 50 | IUSV | Ishares Core S&p U.s. Value | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Soltis Investment Advisors LLC 在 Q4 2025 季度的美股持倉總市值約為 US$18.0億，共申報了 528 個公開持股部位。
在 Q4 2025 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (7.1%)、NVDA (5.2%)、AAPL (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.1% 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
BPRE
市值: US$578.4萬
本季最大獲利了結 / 清倉標的
SNFCA
前期市值: US$2287.0萬
在 Q4 2025 季度中，Soltis Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 27 個部位、減碼 13 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BPRE。 本季清倉部位包含 SNFCA。
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。