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
213 檔
33.3%
在 Q2 2025 申報期間，Ulland Investment Advisors, LLC（CIK: 0001911497）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$1.4億，共持有 213 個公開申報部位。
數據顯示 Ulland Investment Advisors, LLC 於 Q2 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
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 33.3%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
RYLD
市值: US$20.9萬
本季最大獲利了結 / 清倉標的
TT
前期市值: US$24.3萬
僅顯示前 200 大持股（共 213 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 | 8.65% | -0.31% | -5.51% | |
| 2 | AXON | Axon Enterprise Inc | 股票-工業 | 6.82% | +0.48% | -27.77% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.55% | -0.88% | -7.79% | |
| 4 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 6.47% | -0.04% | +112.12% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.02% | +0.40% | -1.80% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.49% | +0.24% | -19.23% | |
| 7 | VRT | Vertiv Holdings Co-a | 股票-工業 | 4.13% | +0.71% | -6.52% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.07% | -0.46% | +20.43% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.82% | -0.08% | -1.49% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.80% | -0.04% | +19.78% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.62% | +0.17% | -2.60% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.27% | -0.10% | -0.54% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.23% | -1.36% | — | |
| 14 | SKY | Champion Homes Inc | 股票-循環性消費 | 2.22% | +0.12% | -0.27% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.05% | -20.51% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.13% | -12.81% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.84% | +0.04% | -8.97% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.77% | +0.42% | -20.47% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.54% | -0.38% | -9.46% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.47% | -0.05% | -35.70% | |
| 21 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.44% | +0.27% | -2.56% | |
| 22 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.06% | -0.09% | -11.13% | |
| 23 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.96% | -0.05% | -1.14% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.96% | +0.03% | -8.21% | |
| 25 | AKX | Ansys Inc | 股票-其他 | 0.93% | — | -5.63% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.93% | +0.11% | +59.96% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.91% | -0.05% | -6.75% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | -0.43% | -13.15% | |
| 29 | CVLT | Commvault Systems Inc | 股票-科技 | 0.79% | -0.28% | EXIT | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.09% | — | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.73% | -0.04% | — | |
| 32 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.71% | -0.06% | +22.53% | |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.53% | -0.16% | -3.99% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | -0.10% | -0.57% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | -5.06% | |
| 36 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.49% | +0.06% | +464.35% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.68% | EXIT | |
| 38 | INTU | Intuit Inc | 股票-科技 | 0.46% | +0.04% | -1.30% | |
| 39 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.38% | -0.13% | — | |
| 40 | MSTR 8 PERP債券 | Strategy Inc | 債券 | 0.38% | -0.08% | -31.80% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.38% | -0.14% | — | |
| 42 | UMH | Umh Properties Inc | 股票-其他 | 0.37% | +0.03% | +220.57% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.37% | +0.24% | -1.25% | |
| 44 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 0.31% | +0.06% | -30.89% | |
| 45 | AMKR | Amkor Technology Inc | 股票-科技 | 0.28% | +0.13% | +25.25% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.28% | -0.12% | -11.76% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.24% | -0.06% | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.24% | — | +1947.37% | |
| 49 | ECL | Ecolab Inc | 股票-原物料 | 0.23% | +0.01% | — | |
| 50 | PSI | Invesco Semiconductors ETF | ETF-其他 | 0.23% | +0.22% | -51.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +3.1% | +112.12% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.8% | -5.51% | 減碼 |
| 3 | VRT | Vertiv Holdings Co-a | +1.4% | -6.52% | 減碼 |
| 4 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +19.78% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -7.79% | 減碼 |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.4% | +464.35% | 加碼 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +20.43% | 加碼 |
| 8 | QYLD | Global X Nasd 100 Cov Call | +0.3% | +59.96% | 加碼 |
| 9 | AXON | Axon Enterprise Inc | +0.3% | -27.77% | 減碼 |
| 10 | UMH | Umh Properties Inc | +0.2% | +220.57% | 加碼 |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +1947.37% | 加碼 |
| 12 | RYLD | Global X Russell 2000 Cov Cl | +0.2% | NEW | 新建倉 |
| 13 | JTEK | Jpmorgan US Tech Leaders | +0.2% | -2.56% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.49% | 減碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.80% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.1% | -12.81% | 減碼 |
| 17 | IGV | Ishares Expanded Tech-softwa | +0.1% | -1.14% | 減碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.25% | 減碼 |
| 19 | INTU | Intuit Inc | +0.1% | -1.30% | 減碼 |
| 20 | AMKR | Amkor Technology Inc | +0.1% | +25.25% | 加碼 |
| 21 | YETH | Roundhill Etr Co Call St ETF | +0.1% | +262.96% | 加碼 |
| 22 | VMD | Viemed Healthcare Inc | +0.1% | +93.80% | 加碼 |
| 23 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | — | 不變 |
| 24 | AVGO | Broadcom Inc | 0% | -12.77% | 減碼 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -2.60% | 減碼 |
| 26 | AMLP | Alerian Mlp ETF | 0% | +22.53% | 加碼 |
| 27 | CVLT | Commvault Systems Inc | 0% | -2.43% | 減碼 |
| 28 | BAC 7.25 PERP L債券 | Bank Of America CORP | -0.1% | EXIT | 清倉 |
| 29 | RIO | Rio Tinto Plc-spon Adr | -0.1% | EXIT | 清倉 |
| 30 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | -38.58% | 減碼 |
| 31 | BDX | Becton Dickinson And Co | -0.1% | — | 不變 |
| 32 | ISRG | Intuitive Surgical Inc | -0.1% | -36.58% | 減碼 |
| 33 | XLE | Ss Energy Select Sector | -0.1% | -11.76% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -34.63% | 減碼 |
| 35 | KRP | Kimbell Royalty Partners LP | -0.2% | EXIT | 清倉 |
| 36 | XOM | Exxon Mobil CORP | -0.2% | -8.67% | 減碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 不變 |
| 38 | ICE | Intercontinental Exchange In | -0.2% | -13.15% | 減碼 |
| 39 | BSX | Boston Scientific CORP | -0.2% | -11.13% | 減碼 |
| 40 | PSI | Invesco Semiconductors ETF | -0.2% | -51.01% | 減碼 |
| 41 | TT | Trane Technologies plc | -0.2% | EXIT | 清倉 |
| 42 | LNTH | Lantheus Holdings Inc | -0.3% | -30.89% | 減碼 |
| 43 | LOW | Lowe's Cos Inc | -0.4% | -9.46% | 減碼 |
| 44 | AAPL | Apple Inc | -0.4% | -0.54% | 減碼 |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | 不變 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -19.23% | 減碼 |
| 47 | V | Visa Inc-class A Shares | -0.7% | -20.51% | 減碼 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -35.70% | 減碼 |
| 49 | SKY | Champion Homes Inc | -1.5% | -0.27% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -2.3% | -20.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ulland Investment Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 213 個公開持股部位。
在 Q2 2025 季度，Ulland Investment Advisors, LLC 按市值排列的前三大核心持股分別為：NVDA (8.7%)、AXON (6.8%)、META (6.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.7% 的權重。
在 Q2 2025 季度中，Ulland Investment Advisors, LLC 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 11 個部位、減碼 30 個部位以及清倉 4 個部位。 其中最大新建倉標的為 RYLD。 本季清倉部位包含 TT。
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。