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: 0001502149
申報總市值
US$11.8億
US$11.8億
1824 檔
16.4%
Transamerica Financial Advisors, LLC 在 Q4 2025 季度的美股部位總計估值為 US$11.8億，分散於 1824 個持倉標的之中，反映其市場參與廣度與投資規模。
Transamerica Financial Advisors, LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 116 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VV, QQQ, BND）累計市值佔比達 16.4%，是驅動 Transamerica Financial 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 1824 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.15% | +0.14% | -8.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.13% | -2.53% | -6.98% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.52% | -0.14% | -9.72% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.42% | +0.54% | +60.64% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.91% | +0.04% | -5.63% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.83% | -0.02% | -7.21% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.79% | +0.07% | -8.34% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | +0.36% | +95.21% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.56% | +0.05% | -7.20% | |
| 10 | PRN | Invesco Dorsey Wright Indus | ETF-其他 | 1.48% | +0.24% | -8.61% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.46% | +0.05% | -7.64% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.41% | -0.70% | +34.04% | |
| 13 | APH | Amphenol Corp-cl A | 股票-科技 | 1.30% | -0.98% | +191.17% | |
| 14 | PTF | Invesco Dorsey Wright Tech | ETF-科技型 | 1.24% | +0.14% | -8.67% | |
| 15 | GEV | GE Vernova Inc | 股票-工業 | 1.23% | -0.15% | +2856.04% | |
| 16 | PFI | Invesco Dorsey Wright Financ | ETF-其他 | 1.19% | — | -8.66% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.18% | -0.03% | -8.36% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | +0.30% | +18.01% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.09% | +0.13% | +116.05% | |
| 20 | PYZ | Invesco Dorsey Wright Basic | ETF-其他 | 1.09% | -1.11% | +68339.88% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.27% | +11.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | +0.36% | +10.24% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.96% | -0.63% | +255.33% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.95% | — | +0.10% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.82% | +0.07% | -18.70% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | -0.29% | +20.18% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.08% | -2.52% | |
| 28 | EME | Emcor Group Inc | 股票-工業 | 0.77% | +0.10% | +1009.65% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.75% | +0.02% | -7.10% | |
| 30 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.72% | -0.13% | +1294.29% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | +0.01% | -4.87% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.71% | +0.08% | +0.08% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.48% | +420.51% | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.68% | -0.55% | -1.77% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.68% | +0.05% | -7.27% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.66% | -0.13% | -8.32% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.66% | -0.04% | -9.83% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.65% | — | +1266.10% | |
| 39 | CRS | Carpenter Technology | 股票-工業 | 0.64% | +0.39% | +1333.88% | |
| 40 | NEM | Newmont CORP | 股票-原物料 | 0.64% | -0.63% | +763.83% | |
| 41 | SGI | Somnigroup International Inc | 股票-循環性消費 | 0.62% | -0.49% | +1364.50% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.61% | -0.65% | -11.29% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.59% | — | +1265.71% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.57% | -0.01% | +1.82% | |
| 45 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.57% | -0.24% | -2.05% | |
| 46 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.55% | -0.45% | +1315.69% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | +0.01% | +592.32% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.03% | +2.06% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.53% | -0.11% | -10.53% | |
| 50 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.53% | +0.01% | -3.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.2% | +2856.04% | 加碼 |
| 2 | PYZ | Invesco Dorsey Wright Basic | +1.1% | +68339.88% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +60.64% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.9% | +95.21% | 加碼 |
| 5 | APH | Amphenol Corp-cl A | +0.9% | +191.17% | 加碼 |
| 6 | EME | Emcor Group Inc | +0.7% | +1009.65% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.7% | +255.33% | 加碼 |
| 8 | FIX | Comfort Systems USA Inc | +0.7% | +1294.29% | 加碼 |
| 9 | CRS | Carpenter Technology | +0.6% | +1333.88% | 加碼 |
| 10 | TT | Trane Technologies plc | +0.6% | +1266.10% | 加碼 |
| 11 | SGI | Somnigroup International Inc | +0.6% | +1364.50% | 加碼 |
| 12 | WFC | Wells Fargo & Co | +0.6% | +420.51% | 加碼 |
| 13 | NEM | Newmont CORP | +0.6% | +763.83% | 加碼 |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | +1265.71% | 加碼 |
| 15 | MEDP | Medpace Holdings Inc | +0.5% | +1315.69% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.5% | +592.32% | 加碼 |
| 17 | FTI | TechnipFMC plc | +0.5% | +114326.85% | 加碼 |
| 18 | THC | Tenet Healthcare CORP | +0.5% | +69157.50% | 加碼 |
| 19 | CNX | Cnx Resources CORP | +0.5% | +1238316.67% | 加碼 |
| 20 | NRG | Nrg Energy Inc | +0.5% | +1282.21% | 加碼 |
| 21 | AAPL | Apple Inc | +0.4% | +34.04% | 加碼 |
| 22 | HLI | Houlihan Lokey Inc | +0.4% | +1288.66% | 加碼 |
| 23 | EVR | Evercore Inc - A | +0.4% | +1305.84% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.04% | 加碼 |
| 25 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | +11076.62% | 加碼 |
| 26 | FTXL | First Trust Nasdaq Semicondu | +0.2% | +40825.00% | 加碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.2% | +41.75% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.2% | +20.18% | 加碼 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.24% | 加碼 |
| 30 | MSFT | Microsoft CORP | +0.1% | +18.01% | 加碼 |
| 31 | IVE | Ishares S&p 500 Value ETF | +0.1% | +153.01% | 加碼 |
| 32 | WELL | Welltower Inc | +0.1% | +31.10% | 加碼 |
| 33 | XLK | Ss Technology Select Sector | +0.1% | +116.05% | 加碼 |
| 34 | ISRG | Intuitive Surgical Inc | +0.1% | -1.72% | 減碼 |
| 35 | XLV | Ss Health Care Select Sector | +0.1% | +24.33% | 加碼 |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +142.84% | 加碼 |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +54.53% | 加碼 |
| 38 | LLY | Eli Lilly & Co | +0.1% | +86.94% | 加碼 |
| 39 | CAFX | Congress Intermediate Bond | +0.1% | +211.38% | 加碼 |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +89.65% | 加碼 |
| 41 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +76.24% | 加碼 |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加碼 |
| 43 | SCHG | Schwab US Large-cap Growth | +0.1% | +65.10% | 加碼 |
| 44 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +87.17% | 加碼 |
| 45 | TSLA | Tesla Inc | +0.1% | +87.73% | 加碼 |
| 46 | BDYN | Ishares Dyn Act ETF | +0.1% | +49.37% | 加碼 |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +77.42% | 加碼 |
| 48 | CARY | Angel Oak Income ETF | +0.1% | +42.31% | 加碼 |
| 49 | OEF | Ishares S&p 100 ETF | +0.1% | +86.22% | 加碼 |
| 50 | SIVR | Abrdn Physical Silver Shares | +0.1% | -1.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Transamerica Financial Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$11.8億，共申報了 1824 個公開持股部位。
在 Q4 2025 季度，Transamerica Financial Advisors, LLC 按市值排列的前三大核心持股分別為：VV (6.2%)、QQQ (3.1%)、BND (2.5%)。其中最大持股部位 VV 佔據整體投資組合約 6.2% 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
ENSG
市值: US$549.0萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$43.3萬
在 Q4 2025 季度中，Transamerica Financial Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 9 個部位、加碼 116 個部位、減碼 73 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ENSG。 本季清倉部位包含 UL。
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。