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
914 檔
11.3%
Toth Financial Advisory CORP 在 Q4 2025 季度的美股部位總計估值為 US$10.2億，分散於 914 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 Toth Financial Advisory CORP 積極進場，新開立 2 個部位並同步加碼 28 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, GOOGL, AAPL）累計市值佔比達 11.3%，是驅動 Toth Financial Advisory CORP 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 914 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 | 3.21% | -0.25% | +0.34% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | +0.24% | -2.87% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.14% | -0.99% | |
| 4 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 2.08% | -0.08% | +4.97% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-其他 | 2.01% | +0.58% | +71.89% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.99% | -0.13% | +3.24% | |
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 1.98% | -0.31% | +1.06% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.89% | +0.06% | +3.38% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.75% | +0.59% | -2.19% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.73% | -0.14% | +2.05% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.17% | -1.76% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.57% | +0.18% | +78.26% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.56% | -0.35% | +0.37% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.56% | -0.45% | +2.38% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.46% | +0.42% | +97.07% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 1.46% | -0.30% | -1.11% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.39% | -0.18% | -15.13% | |
| 18 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.37% | -0.03% | -1.05% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.36% | -0.04% | -5.85% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.34% | -0.08% | +4.38% | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.30% | +0.87% | -1.49% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.27% | +0.09% | +6.88% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.15% | -4.80% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 1.21% | -0.10% | +2.30% | |
| 25 | GWW | Ww Grainger Inc | 股票-工業 | 1.20% | +0.24% | -1.02% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.12% | -0.29% | +4.46% | |
| 27 | SYY | Sysco CORP | 股票-非循環性消費 | 1.11% | -0.04% | -1.41% | |
| 28 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.05% | -0.07% | +9.41% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.05% | -0.09% | -1.84% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.03% | -0.42% | +5.14% | |
| 31 | AZO | Autozone Inc | 股票-循環性消費 | 0.99% | -0.17% | +5.63% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.98% | -0.26% | +2.47% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.96% | -0.06% | +5.96% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.96% | -0.02% | +43.41% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.95% | -0.05% | +3.93% | |
| 36 | D | Dominion Energy Inc | 股票-公用事業 | 0.94% | +0.02% | +5.33% | |
| 37 | J | Jacobs Solutions Inc | 股票-工業 | 0.94% | -0.23% | +5.58% | |
| 38 | AFL | Aflac Inc | 股票-金融 | 0.93% | -0.02% | +2.48% | |
| 39 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.93% | -0.06% | +12.50% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.93% | -0.25% | +9.51% | |
| 41 | TRU | Transunion | 股票-金融 | 0.93% | -0.21% | +11.06% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | — | -1.49% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.88% | +0.44% | +3.47% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.86% | -0.20% | +4.48% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.83% | -0.09% | +116.05% | |
| 46 | JMSB | John Marshall Bancorp Inc | 股票-其他 | 0.81% | -0.10% | -4.16% | |
| 47 | EFX | Equifax Inc | 股票-工業 | 0.80% | -0.22% | -6.88% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.77% | -0.32% | +8.57% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.77% | +0.52% | +24.77% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.77% | -0.03% | +1.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.87% | 減碼 |
| 2 | XLV | Ss Health Care Select Sector | +0.4% | +43.41% | 加碼 |
| 3 | IBB | Ishares Biotechnology ETF | +0.2% | +29.41% | 加碼 |
| 4 | CVS | Cvs Health CORP | +0.2% | +24.77% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.2% | -2.19% | 減碼 |
| 6 | AMGN | Amgen Inc | +0.2% | +3.93% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.2% | +1.97% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -1.76% | 減碼 |
| 9 | AAPL | Apple Inc | +0.2% | -0.99% | 減碼 |
| 10 | WMT | Walmart Inc | +0.1% | +0.37% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +3.38% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.1% | +1690.63% | 加碼 |
| 13 | TRU | Transunion | +0.1% | +11.06% | 加碼 |
| 14 | SOXX | Ishares Semiconductor ETF | +0.1% | -1.49% | 減碼 |
| 15 | BAC | Bank Of America CORP | +0.1% | +119.39% | 加碼 |
| 16 | UITB | Victoryshares Core Intermedi | +0.1% | +12.50% | 加碼 |
| 17 | PEP | Pepsico Inc | +0.1% | +9.51% | 加碼 |
| 18 | FBK | Fb Financial CORP | +0.1% | +883.16% | 加碼 |
| 19 | XLE | Ss Energy Select Sector | +0.1% | +140.48% | 加碼 |
| 20 | ASND | Ascendis Pharma A/S | +0.1% | +679.83% | 加碼 |
| 21 | NU | Nu Holdings Ltd. | +0.1% | +3289.47% | 加碼 |
| 22 | DHR | Danaher CORP | +0.1% | +53.40% | 加碼 |
| 23 | USTB | Victoryshares Short-term Bon | +0.1% | +9.41% | 加碼 |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | +5.43% | 加碼 |
| 25 | CTSH | Cognizant Tech Solutions-a | +0.1% | +3.39% | 加碼 |
| 26 | SHW | Sherwin-williams Co/the | -0.1% | -1.84% | 減碼 |
| 27 | ORLY | O'reilly Automotive Inc | -0.1% | +3.83% | 加碼 |
| 28 | OWL | Blue Owl Capital Inc | -0.1% | -84.46% | 減碼 |
| 29 | VST | Vistra CORP | -0.1% | -98.75% | 減碼 |
| 30 | NFLX | Netflix Inc | -0.1% | +355.89% | 加碼 |
| 31 | SSO | Proshares Ultra S&p500 | -0.1% | +78.26% | 加碼 |
| 32 | LNG | Cheniere Energy Inc | -0.1% | -95.07% | 減碼 |
| 33 | ROP | Roper Technologies Inc | -0.1% | -35.23% | 減碼 |
| 34 | NVDA | Nvidia CORP | -0.1% | -14.23% | 減碼 |
| 35 | ADP | Automatic Data Processing | -0.1% | -8.28% | 減碼 |
| 36 | DASH | Doordash Inc - A | -0.1% | -99.98% | 減碼 |
| 37 | CDW | Cdw Corp/de | -0.1% | -47.42% | 減碼 |
| 38 | SYY | Sysco CORP | -0.1% | -1.41% | 減碼 |
| 39 | FAST | Fastenal Co | -0.1% | +1.56% | 加碼 |
| 40 | MDLZ | Mondelez International Inc-a | -0.2% | -6.87% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.34% | 加碼 |
| 42 | AZO | Autozone Inc | -0.2% | +5.63% | 加碼 |
| 43 | KMB | Kimberly-clark CORP | -0.2% | -30.31% | 減碼 |
| 44 | EFX | Equifax Inc | -0.2% | -6.88% | 減碼 |
| 45 | QLD | Proshares Ultra Qqq | -0.3% | +71.89% | 加碼 |
| 46 | FISV | Fiserv Inc | -0.8% | +5.14% | 加碼 |
| 47 | ORCL | Oracle CORP | -1% | -15.13% | 減碼 |
| 48 | INCY | Incyte CORP | — | NEW | 新建倉 |
| 49 | MDGL | Madrigal Pharmaceuticals Inc | — | NEW | 新建倉 |
| 50 | ZETA | Zeta Global Holdings Corp-a | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Toth Financial Advisory CORP 在 Q4 2025 季度的美股持倉總市值約為 US$10.2億，共申報了 914 個公開持股部位。
在 Q4 2025 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分別為：MSFT (3.2%)、GOOGL (2.8%)、AAPL (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.2% 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
INCY
市值: US$121.3萬
本季最大獲利了結 / 清倉標的
ZETA
前期市值: US$86.4萬
在 Q4 2025 季度中，Toth Financial Advisory CORP 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 28 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 INCY。 本季清倉部位包含 ZETA。
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。