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: 0001911497
申報總市值
US$1.4億
US$1.4億
225 檔
27.0%
Ulland Investment Advisors, LLC 在 Q1 2025 季度的美股部位總計估值為 US$1.4億，分散於 225 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2025 申報觀察，Ulland Investment Advisors, LLC 採取防禦導向的調倉策略，本季減碼 33 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Ulland Investment Advisors, LLC 的前 5 大核心持股（包含 NVDA, AXON, META 等）合計佔整體申報市值的 27.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 225 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 | NVDA | Nvidia CORP | 股票-科技 | 6.88% | -0.31% | -27.70% | |
| 2 | AXON | Axon Enterprise Inc | 股票-工業 | 6.57% | +0.48% | -31.69% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.08% | -0.88% | -8.97% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.91% | +0.40% | -14.42% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.17% | +0.24% | -28.79% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 4.10% | +0.42% | -25.06% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.72% | -0.46% | +14585.47% | |
| 8 | SKY | Champion Homes Inc | 股票-循環性消費 | 3.70% | +0.12% | -11.34% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.68% | -0.08% | -25.90% | |
| 10 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 3.41% | -0.04% | -65.96% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.30% | -0.04% | +6225.29% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.76% | -0.05% | -27.90% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.72% | +0.71% | -22.99% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.70% | -0.10% | -58.51% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.67% | -1.36% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.59% | +0.17% | -19.45% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.27% | -0.05% | -9.91% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.06% | +0.04% | -9.43% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.96% | -0.38% | -2.21% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.13% | -13.41% | |
| 21 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.29% | +0.27% | +8.83% | |
| 22 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.23% | -0.09% | -5.93% | |
| 23 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.05% | +0.03% | -24.76% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.00% | -0.43% | +6.05% | |
| 25 | AKX | Ansys Inc | 股票-其他 | 0.98% | — | +40.11% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.96% | -0.05% | -3.00% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.09% | -1.89% | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.86% | -0.05% | -0.60% | |
| 29 | CVLT | Commvault Systems Inc | 股票-科技 | 0.80% | -0.28% | EXIT | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | -0.06% | +4.48% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.67% | -0.04% | -6.09% | |
| 32 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.63% | +0.11% | +701.77% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.68% | EXIT | |
| 34 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 0.58% | +0.06% | -18.82% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.10% | — | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.54% | -0.16% | -56.10% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | +0.92% | |
| 38 | MSTR 8 PERP債券 | Strategy Inc | 債券 | 0.42% | -0.08% | — | |
| 39 | PSI | Invesco Semiconductors ETF | ETF-其他 | 0.41% | +0.22% | -44.87% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.39% | +0.04% | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.39% | -0.12% | -5.28% | |
| 42 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.38% | -0.13% | -59.77% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.37% | -0.14% | -56.31% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.28% | +0.24% | +1.59% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | -0.02% | — | |
| 46 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.25% | -0.02% | -5.67% | |
| 47 | ECL | Ecolab Inc | 股票-原物料 | 0.24% | +0.01% | -46.86% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.24% | -0.06% | — | |
| 49 | ET | Energy Transfer LP | 股票-能源 | 0.22% | +0.03% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.21% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +3.7% | +14585.47% | 加碼 |
| 2 | JEPQ | JPM Nasdaq Equity Premium | +3.3% | +6225.29% | 加碼 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | — | 不變 |
| 4 | META | Meta Platforms Inc-class A | +0.9% | -8.97% | 減碼 |
| 5 | SKY | Champion Homes Inc | +0.7% | -11.34% | 減碼 |
| 6 | QYLD | Global X Nasd 100 Cov Call | +0.6% | +701.77% | 加碼 |
| 7 | MSTR 8 PERP債券 | Strategy Inc | +0.4% | NEW | 新建倉 |
| 8 | AKX | Ansys Inc | +0.4% | +40.11% | 加碼 |
| 9 | ICE | Intercontinental Exchange In | +0.4% | +6.05% | 加碼 |
| 10 | LOW | Lowe's Cos Inc | +0.4% | -2.21% | 減碼 |
| 11 | BSX | Boston Scientific CORP | +0.4% | -5.93% | 減碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -1.89% | 減碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -9.91% | 減碼 |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.2% | -9.43% | 減碼 |
| 15 | AMLP | Alerian Mlp ETF | +0.2% | +4.48% | 加碼 |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +20861.11% | 加碼 |
| 17 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | 新建倉 |
| 18 | SCHX | Schwab US Large-cap ETF | +0.2% | -3.00% | 減碼 |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | 新建倉 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -27.90% | 減碼 |
| 21 | IGV | Ishares Expanded Tech-softwa | +0.1% | -0.60% | 減碼 |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | NEW | 新建倉 |
| 23 | UMH | Umh Properties Inc | +0.1% | +130.40% | 加碼 |
| 24 | AMKR | Amkor Technology Inc | +0.1% | +97.22% | 加碼 |
| 25 | LNTH | Lantheus Holdings Inc | +0.1% | -18.82% | 減碼 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | -25.06% | 減碼 |
| 27 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -6.09% | 減碼 |
| 28 | MSFT | Microsoft CORP | 0% | -13.41% | 減碼 |
| 29 | AVGO | Broadcom Inc | 0% | — | 不變 |
| 30 | DGII | Digi International Inc | 0% | -48.62% | 減碼 |
| 31 | CAT | Caterpillar Inc | 0% | -27.97% | 減碼 |
| 32 | SMCI | Super Micro Computer Inc | 0% | -59.62% | 減碼 |
| 33 | ISRG | Intuitive Surgical Inc | -0.1% | -35.91% | 減碼 |
| 34 | ECL | Ecolab Inc | -0.1% | -46.86% | 減碼 |
| 35 | SMMD | Ishares Russell 2500 ETF | -0.1% | -24.76% | 減碼 |
| 36 | YOU | Clear Secure Inc -class A | -0.1% | EXIT | 清倉 |
| 37 | PSI | Invesco Semiconductors ETF | -0.3% | -44.87% | 減碼 |
| 38 | NZAC | State Street Spdr Msci Acwi | -0.3% | EXIT | 清倉 |
| 39 | SUSA | Ishares Esg Optimized Msci U | -0.3% | -56.31% | 減碼 |
| 40 | JUST | Goldman Sachs Just US Lrg | -0.4% | -59.77% | 減碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -19.45% | 減碼 |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | -0.5% | -56.10% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.5% | -14.42% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.7% | -25.90% | 減碼 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | -28.79% | 減碼 |
| 46 | VRT | Vertiv Holdings Co-a | -1.5% | -22.99% | 減碼 |
| 47 | AXON | Axon Enterprise Inc | -1.7% | -31.69% | 減碼 |
| 48 | NVDA | Nvidia CORP | -2.1% | -27.70% | 減碼 |
| 49 | AAPL | Apple Inc | -2.9% | -58.51% | 減碼 |
| 50 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -4.2% | -65.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ulland Investment Advisors, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 225 個公開持股部位。
在 Q1 2025 季度，Ulland Investment Advisors, LLC 按市值排列的前三大核心持股分別為：NVDA (6.9%)、AXON (6.6%)、META (6.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.9% 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
MSTR 8 PERP
市值: US$50.2萬
本季最大獲利了結 / 清倉標的
NZAC
前期市值: US$48.6萬
在 Q1 2025 季度中，Ulland Investment Advisors, LLC 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 9 個部位、減碼 33 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MSTR 8 PERP。 本季清倉部位包含 NZAC。
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。