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
218 檔
29.7%
Ulland Investment Advisors, LLC 在 Q4 2025 季度的美股部位總計估值為 US$1.4億，分散於 218 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Ulland Investment Advisors, LLC 採取防禦導向的調倉策略，本季減碼 28 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 GOOG, NVDA, META）累計市值佔比達 29.7%，是驅動 Ulland Investment 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 218 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 8.20% | +0.40% | -24.00% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.08% | -0.31% | -21.14% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.77% | -0.88% | -5.71% | |
| 4 | AXON | Axon Enterprise Inc | 股票-工業 | 5.13% | +0.48% | +5.98% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.04% | +0.24% | -3.45% | |
| 6 | VRT | Vertiv Holdings Co-a | 股票-工業 | 4.65% | +0.71% | -15.49% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.10% | -0.46% | -1.75% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.04% | -0.08% | -5.85% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 4.02% | -0.04% | -1.51% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.29% | +0.17% | -32.53% | |
| 11 | SKY | Champion Homes Inc | 股票-循環性消費 | 2.96% | +0.12% | -6.26% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.88% | -0.10% | -9.62% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.42% | -1.36% | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.05% | -3.92% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.93% | +0.04% | -5.44% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.13% | -4.30% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.70% | +0.42% | -14.71% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.64% | -0.38% | -5.87% | |
| 19 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.59% | +0.27% | -1.15% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | -0.05% | -7.71% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.25% | -0.43% | +54.13% | |
| 22 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.04% | +0.03% | -4.09% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.00% | +0.11% | -2.88% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.98% | -0.05% | -5.95% | |
| 25 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.97% | -0.09% | -1.70% | |
| 26 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.92% | -0.05% | -5.05% | |
| 27 | UMH | Umh Properties Inc | 股票-其他 | 0.84% | +0.03% | +11.62% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.09% | — | |
| 29 | SNPS | Synopsys Inc | 股票-科技 | 0.82% | -0.02% | -1.97% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.80% | -0.04% | -5.71% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | -1.06% | |
| 32 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.70% | +0.06% | +11.80% | |
| 33 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.59% | -0.06% | +1.79% | |
| 34 | CVLT | Commvault Systems Inc | 股票-科技 | 0.57% | -0.28% | EXIT | |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.57% | -0.16% | -5.98% | |
| 36 | VMD | Viemed Healthcare Inc | 股票-其他 | 0.51% | -0.25% | +16.96% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.68% | EXIT | |
| 38 | AMKR | Amkor Technology Inc | 股票-科技 | 0.45% | +0.13% | -22.18% | |
| 39 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.44% | -0.13% | — | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | -0.10% | -10.91% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.43% | -0.14% | -0.64% | |
| 42 | INTU | Intuit Inc | 股票-科技 | 0.43% | +0.04% | -3.84% | |
| 43 | XYZ | Block Inc | 股票-金融 | 0.34% | +0.20% | +38.28% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.34% | +0.24% | -6.53% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.33% | -0.06% | — | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.31% | -0.12% | +100.00% | |
| 47 | GNRC | Generac Holdings Inc | 股票-工業 | 0.30% | +0.11% | +261.37% | |
| 48 | ALVO | Alvotech | 股票-其他 | 0.30% | +0.01% | +544.44% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.27% | +0.02% | -2.46% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.27% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | +0.5% | +54.13% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -24.00% | 減碼 |
| 3 | SKY | Champion Homes Inc | +0.3% | -6.26% | 減碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -3.45% | 減碼 |
| 5 | ALVO | Alvotech | +0.2% | +544.44% | 加碼 |
| 6 | GNRC | Generac Holdings Inc | +0.2% | +261.37% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -5.85% | 減碼 |
| 8 | UMH | Umh Properties Inc | +0.2% | +11.62% | 加碼 |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | -1.75% | 減碼 |
| 10 | VMD | Viemed Healthcare Inc | +0.1% | +16.96% | 加碼 |
| 11 | SUN | Sunoco LP | +0.1% | +150.00% | 加碼 |
| 12 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +11.80% | 加碼 |
| 13 | IQQQ | Proshares Ndx High Incom ETF | +0.1% | +800.00% | 加碼 |
| 14 | EPD | Enterprise Products Partners | +0.1% | +118.75% | 加碼 |
| 15 | MPLX | Mplx LP | +0.1% | +66.67% | 加碼 |
| 16 | ET | Energy Transfer LP | +0.1% | +60.00% | 加碼 |
| 17 | XYZ | Block Inc | +0.1% | +38.28% | 加碼 |
| 18 | AAPL | Apple Inc | +0.1% | -9.62% | 減碼 |
| 19 | PAA | Plains All Amer Pipeline LP | +0.1% | +66.67% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.1% | -3.38% | 減碼 |
| 21 | JTEK | Jpmorgan US Tech Leaders | 0% | -1.15% | 減碼 |
| 22 | SCHM | Schwab US Mid Cap ETF | 0% | -5.44% | 減碼 |
| 23 | BSX | Boston Scientific CORP | 0% | -1.70% | 減碼 |
| 24 | SCHX | Schwab US Large-cap ETF | 0% | -5.95% | 減碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.71% | 減碼 |
| 26 | SNPS | Synopsys Inc | 0% | -1.97% | 減碼 |
| 27 | MSTR 8 PERP債券 | Strategy Inc | 0% | — | 不變 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 0% | -6.53% | 減碼 |
| 29 | ADBE | Adobe Inc | 0% | -41.21% | 減碼 |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | -71.23% | 減碼 |
| 31 | COST | Costco Wholesale CORP | -0.1% | -10.91% | 減碼 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | -5.87% | 減碼 |
| 33 | IGV | Ishares Expanded Tech-softwa | -0.1% | -5.05% | 減碼 |
| 34 | MSFT | Microsoft CORP | -0.1% | -4.30% | 減碼 |
| 35 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -99.53% | 減碼 |
| 36 | VRT | Vertiv Holdings Co-a | -0.2% | -15.49% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.3% | -14.71% | 減碼 |
| 38 | CVLT | Commvault Systems Inc | -0.3% | -3.38% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.3% | -32.53% | 減碼 |
| 40 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -0.5% | -83.11% | 減碼 |
| 41 | AXON | Axon Enterprise Inc | -0.6% | +5.98% | 加碼 |
| 42 | META | Meta Platforms Inc-class A | -0.6% | -5.71% | 減碼 |
| 43 | NVDA | Nvidia CORP | -1.6% | -21.14% | 減碼 |
| 44 | BDX | Becton Dickinson And Co | — | EXIT | 清倉 |
| 45 | KMB | Kimberly-clark CORP | — | NEW | 新建倉 |
| 46 | YETH | Roundhill Etr Co Call St ETF | — | EXIT | 清倉 |
| 47 | BUG | Global X Cybersecurity ETF | — | NEW | 新建倉 |
| 48 | TAP | Molson Coors Beverage Co - B | — | EXIT | 清倉 |
| 49 | CCJ | Cameco CORP | — | NEW | 新建倉 |
| 50 | KLAC | Kla CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Ulland Investment Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 218 個公開持股部位。
在 Q4 2025 季度，Ulland Investment Advisors, LLC 按市值排列的前三大核心持股分別為：GOOG (8.2%)、NVDA (8.1%)、META (5.8%)。其中最大持股部位 GOOG 佔據整體投資組合約 8.2% 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
KMB
市值: US$16.1萬
本季最大獲利了結 / 清倉標的
BDX
前期市值: US$20.6萬
在 Q4 2025 季度中，Ulland Investment Advisors, LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 14 個部位、減碼 28 個部位以及清倉 4 個部位。 其中最大新建倉標的為 KMB。 本季清倉部位包含 BDX。
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。