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: 0000866780
申報總市值
US$10.2億
US$10.2億
718 檔
10.8%
在 Q2 2025 申報期間，Toth Financial Advisory CORP（CIK: 0000866780）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.2億，共持有 718 個公開申報部位。
在 Q2 2025，Toth Financial Advisory CORP 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 27 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Toth Financial Advisory CORP 的前 5 大核心持股（包含 MSFT, FISV, SYK 等）合計佔整體申報市值的 10.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$2359.2萬
僅顯示前 200 大持股（共 718 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 | 3.63% | -0.25% | -0.54% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 2.63% | -0.42% | +1.17% | |
| 3 | SYK | Stryker CORP | 股票-醫療保健 | 2.36% | -0.31% | +0.35% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-其他 | 2.20% | +0.58% | -16.19% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.13% | -0.18% | -0.66% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.05% | +0.14% | -3.82% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | +0.06% | +2.94% | |
| 8 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 1.99% | -0.08% | +0.56% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.92% | -0.13% | +0.64% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.77% | -0.14% | -3.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.75% | +0.24% | +8.42% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.73% | +0.59% | +0.38% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.72% | -0.45% | +2.37% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.65% | +0.18% | +3.33% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.47% | -0.35% | -2.30% | |
| 16 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.45% | -0.03% | -1.42% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.43% | -0.04% | +13.62% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.40% | +0.42% | -11.99% | |
| 19 | MCK | Mckesson CORP | 股票-醫療保健 | 1.36% | -0.30% | -7.11% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.35% | -0.08% | +7.50% | |
| 21 | GWW | Ww Grainger Inc | 股票-工業 | 1.34% | +0.24% | +0.60% | |
| 22 | ECL | Ecolab Inc | 股票-原物料 | 1.28% | -0.10% | +3.25% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 1.23% | -0.04% | +1.48% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.21% | -0.09% | +1.68% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | -0.17% | +4.36% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.14% | +0.15% | +1.75% | |
| 27 | AZO | Autozone Inc | 股票-循環性消費 | 1.10% | -0.17% | +1.63% | |
| 28 | EFX | Equifax Inc | 股票-工業 | 1.07% | -0.22% | +6.46% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.04% | -0.29% | +0.03% | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.01% | -0.08% | +0.31% | |
| 31 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.01% | -0.07% | -3.01% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | — | +1.47% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.98% | +0.09% | +7.30% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.97% | -0.26% | +1.97% | |
| 35 | AFL | Aflac Inc | 股票-金融 | 0.94% | -0.02% | -0.18% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.92% | -0.20% | -1.48% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.88% | +0.87% | +8.20% | |
| 38 | D | Dominion Energy Inc | 股票-公用事業 | 0.87% | +0.02% | +11.55% | |
| 39 | JMSB | John Marshall Bancorp Inc | 股票-其他 | 0.87% | -0.10% | -3.28% | |
| 40 | J | Jacobs Solutions Inc | 股票-工業 | 0.87% | -0.23% | +5.81% | |
| 41 | TRU | Transunion | 股票-金融 | 0.86% | -0.21% | +5.48% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | -0.13% | +1.75% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | -0.05% | +2.01% | |
| 44 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.83% | -0.06% | +0.97% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.83% | -0.03% | +2.71% | |
| 46 | FAST | Fastenal Co | 股票-工業 | 0.81% | — | +113.64% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.81% | -0.25% | -10.69% | |
| 48 | GD | General Dynamics CORP | 股票-工業 | 0.80% | -0.06% | +7.10% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | -0.10% | -0.65% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.44% | +8.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.54% | 減碼 |
| 2 | ORCL | Oracle CORP | +0.7% | -0.66% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.4% | +1.75% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +8.42% | 加碼 |
| 5 | SSO | Proshares Ultra S&p500 | +0.3% | +3.33% | 加碼 |
| 6 | TQQQ | Proshares Ultrapro Qqq | +0.3% | +21.28% | 加碼 |
| 7 | SOXX | Ishares Semiconductor ETF | +0.2% | +8.20% | 加碼 |
| 8 | XLF | Ss Financial Select Sector | +0.2% | +13.62% | 加碼 |
| 9 | CVS | Cvs Health CORP | +0.2% | +65.43% | 加碼 |
| 10 | BLK | Blackrock Inc | +0.2% | +7.50% | 加碼 |
| 11 | HOOD | Robinhood Markets Inc - A | +0.2% | +44.44% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | -6.57% | 減碼 |
| 13 | QLD | Proshares Ultra Qqq | +0.2% | -16.19% | 減碼 |
| 14 | DIS | Walt Disney Co/the | +0.2% | -1.48% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.38% | 加碼 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +1.47% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.1% | +4062.50% | 加碼 |
| 18 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | +40.18% | 加碼 |
| 19 | VST | Vistra CORP | +0.1% | +7891.67% | 加碼 |
| 20 | EFX | Equifax Inc | +0.1% | +6.46% | 加碼 |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +4.27% | 加碼 |
| 22 | AMD | Advanced Micro Devices | +0.1% | +377.35% | 加碼 |
| 23 | TSLA | Tesla Inc | +0.1% | +20.33% | 加碼 |
| 24 | J | Jacobs Solutions Inc | +0.1% | +5.81% | 加碼 |
| 25 | DGX | Quest Diagnostics Inc | +0.1% | +17.11% | 加碼 |
| 26 | WMT | Walmart Inc | +0.1% | -2.30% | 減碼 |
| 27 | FAST | Fastenal Co | +0.1% | +113.64% | 加碼 |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +13.09% | 加碼 |
| 29 | GD | General Dynamics CORP | +0.1% | +7.10% | 加碼 |
| 30 | SYK | Stryker CORP | +0.1% | +0.35% | 加碼 |
| 31 | ECL | Ecolab Inc | +0.1% | +3.25% | 加碼 |
| 32 | XLK | Ss Technology Select Sector | +0.1% | -11.99% | 減碼 |
| 33 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -97.29% | 減碼 |
| 34 | GIS | General Mills Inc | -0.1% | -11.26% | 減碼 |
| 35 | STZ | Constellation Brands Inc-a | -0.1% | -25.75% | 減碼 |
| 36 | ROM | Proshares Ultra Technology | -0.1% | -79.88% | 減碼 |
| 37 | TDV | Proshares S&p Tech Dvd Arist | -0.2% | -47.84% | 減碼 |
| 38 | FAS | Dirx Dly Finacial B3x Etf-ui | -0.2% | -71.61% | 減碼 |
| 39 | IYT | Ishares US Transportation Et | -0.2% | -58.30% | 減碼 |
| 40 | MIDU | Dirxn Dly Mid Cap Bl 3xe-usi | -0.2% | -88.95% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -10.84% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.3% | -10.69% | 減碼 |
| 43 | BDX | Becton Dickinson And Co | -0.3% | -11.85% | 減碼 |
| 44 | IBB | Ishares Biotechnology ETF | -0.3% | -45.32% | 減碼 |
| 45 | AAPL | Apple Inc | -0.3% | -3.82% | 減碼 |
| 46 | XLI | Ss Industrial Select Sector | -0.4% | -38.06% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.5% | +8.99% | 加碼 |
| 48 | XLV | Ss Health Care Select Sector | -0.6% | -44.07% | 減碼 |
| 49 | XLE | Ss Energy Select Sector | -0.6% | -55.47% | 減碼 |
| 50 | FISV | Fiserv Inc | -0.8% | +1.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Toth Financial Advisory CORP 在 Q2 2025 季度的美股持倉總市值約為 US$10.2億，共申報了 718 個公開持股部位。
在 Q2 2025 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分別為：MSFT (3.6%)、FISV (2.6%)、SYK (2.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.6% 的權重。
在 Q2 2025 季度中，Toth Financial Advisory CORP 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 27 個部位、減碼 23 個部位以及清倉 0 個部位。
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。
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。
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。