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: 0001539948
申報總市值
US$14.1億
US$14.1億
239 檔
17.2%
Q2 2025 季度申報顯示，United Asset Strategies, Inc. 揭露的美股組合總市值為 US$14.1億，涵蓋 239 個不同之權益投資部位。
Q2 2025 的申報記錄反映 United Asset Strategies, Inc. 的板塊替換策略：機構本季推動了 26 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
整體而言，United Asset Strategies, Inc. 的前 5 大持股（包含 NVDA, MSFT, AMZN）貢獻了組合市值的 17.2%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 239 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 | 4.89% | +0.54% | +0.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.46% | +0.19% | +0.56% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.14% | +0.10% | +10.14% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.95% | +1.25% | +23.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.29% | +0.35% | +10.49% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.02% | -0.35% | -28.06% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.94% | -0.22% | -3.92% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.67% | +0.32% | +980.17% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 2.02% | -0.03% | +0.06% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.96% | -0.11% | +3.83% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.66% | +8.93% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.66% | +0.21% | +0.13% | |
| 13 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.51% | -0.19% | +0.90% | |
| 14 | PH | Parker Hannifin CORP | 股票-工業 | 1.41% | -0.01% | +0.41% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工業 | 1.38% | -0.35% | +55.01% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.34% | +0.06% | -0.59% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.33% | -0.23% | -0.91% | |
| 18 | ECL | Ecolab Inc | 股票-原物料 | 1.27% | -0.06% | +0.01% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.26% | +0.04% | +12.99% | |
| 20 | WM | Waste Management Inc | 股票-工業 | 1.25% | -0.05% | -1.46% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.25% | -0.01% | +0.56% | |
| 22 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.24% | -0.14% | -0.92% | |
| 23 | CI | THE Cigna Group | 股票-醫療保健 | 1.22% | — | -9.42% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.21% | — | -3.47% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.14% | -0.71% | +49.26% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.10% | -0.79% | +3.50% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 1.07% | +0.09% | +1242.58% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事業 | 1.06% | -0.16% | +4166.75% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.05% | +0.12% | +2.03% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.04% | +0.01% | +3.37% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.03% | +0.68% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.85% | -0.09% | |
| 33 | ETR | Entergy CORP | 股票-公用事業 | 0.97% | -0.06% | -16.10% | |
| 34 | MCK | Mckesson CORP | 股票-醫療保健 | 0.96% | -0.17% | -9.96% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.96% | -0.50% | +0.63% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.95% | -0.01% | -22.65% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.02% | +0.63% | |
| 38 | AIG | American International Group | 股票-金融 | 0.91% | -0.07% | +13.70% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.91% | -0.11% | -27.87% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.89% | -0.01% | -0.38% | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.86% | -0.18% | -41.88% | |
| 42 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.83% | +0.11% | +1.70% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.82% | -0.30% | -46.78% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.81% | -0.35% | -1.14% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.07% | -0.68% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.74% | -0.07% | +1.94% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.67% | -0.05% | +1.15% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.67% | — | +0.16% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.67% | -0.27% | -1.62% | |
| 50 | LNG | Cheniere Energy Inc | 股票-能源 | 0.63% | +0.12% | +9.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.5% | +980.17% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +0.04% | 加碼 |
| 3 | DUK | Duke Energy CORP | +1% | +4166.75% | 加碼 |
| 4 | SOXX | Ishares Semiconductor ETF | +1% | NEW | 新建倉 |
| 5 | ASML | ASML Holding N.V. | +1% | +1242.58% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.8% | +0.56% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.6% | +10.14% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +10.49% | 加碼 |
| 9 | LMT | Lockheed Martin CORP | +0.4% | +55.01% | 加碼 |
| 10 | DHR | Danaher CORP | +0.4% | NEW | 新建倉 |
| 11 | META | Meta Platforms Inc-class A | +0.3% | -3.92% | 減碼 |
| 12 | ETN | Eaton Corporation plc | +0.3% | +12.99% | 加碼 |
| 13 | NOW | Servicenow Inc | +0.3% | +0.06% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | +8.93% | 加碼 |
| 15 | RMD | Resmed Inc | +0.2% | NEW | 新建倉 |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +49.26% | 加碼 |
| 17 | AAPL | Apple Inc | +0.2% | +23.83% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建倉 |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +0.13% | 加碼 |
| 20 | IWN | Ishares Russell 2000 Value E | +0.1% | +43.29% | 加碼 |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | +0.90% | 加碼 |
| 22 | SYY | Sysco CORP | +0.1% | +174.88% | 加碼 |
| 23 | C | Citigroup Inc | +0.1% | +0.63% | 加碼 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +1.15% | 加碼 |
| 25 | PH | Parker Hannifin CORP | +0.1% | +0.41% | 加碼 |
| 26 | BAC | Bank Of America CORP | 0% | -0.59% | 減碼 |
| 27 | EW | Edwards Lifesciences CORP | — | +0.56% | 加碼 |
| 28 | MA | Mastercard Inc - A | 0% | +3.83% | 加碼 |
| 29 | ARKF | Ark Blockchain & Fintech Inn | -0.1% | EXIT | 清倉 |
| 30 | BAB | Invesco Taxable Municipal Bo | -0.1% | -68.45% | 減碼 |
| 31 | CRM | Salesforce Inc | -0.2% | -86.06% | 減碼 |
| 32 | HON | Honeywell International Inc | -0.2% | -45.79% | 減碼 |
| 33 | XOM | Exxon Mobil CORP | -0.2% | -12.41% | 減碼 |
| 34 | TTWO | Take-two Interactive Softwre | -0.2% | EXIT | 清倉 |
| 35 | IWS | Ishares Russell Mid-cap Valu | -0.2% | EXIT | 清倉 |
| 36 | PM | Philip Morris International | -0.2% | -22.65% | 減碼 |
| 37 | CI | THE Cigna Group | -0.2% | -9.42% | 減碼 |
| 38 | CVX | Chevron CORP | -0.3% | -0.09% | 減碼 |
| 39 | BDX | Becton Dickinson And Co | -0.3% | -82.29% | 減碼 |
| 40 | ETR | Entergy CORP | -0.3% | -16.10% | 減碼 |
| 41 | TMUS | T-mobile US Inc | -0.4% | -35.29% | 減碼 |
| 42 | TER | Teradyne Inc | -0.6% | EXIT | 清倉 |
| 43 | SYF | Synchrony Financial | -0.7% | EXIT | 清倉 |
| 44 | XLK | Ss Technology Select Sector | -0.7% | -28.06% | 減碼 |
| 45 | MU | Micron Technology Inc | -0.8% | -91.24% | 減碼 |
| 46 | USFR | Wisdomtree Floating Rate Tre | -0.8% | -41.88% | 減碼 |
| 47 | GLD | Spdr Gold Shares | -0.8% | -46.78% | 減碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.8% | -27.87% | 減碼 |
| 49 | CEG | Constellation Energy | -0.9% | -97.30% | 減碼 |
| 50 | MRVL | Marvell Technology Inc | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，United Asset Strategies, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$14.1億，共申報了 239 個公開持股部位。
在 Q2 2025 季度，United Asset Strategies, Inc. 按市值排列的前三大核心持股分別為：NVDA (4.9%)、MSFT (4.5%)、AMZN (4.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.9% 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
SOXX
市值: US$1211.3萬
本季最大獲利了結 / 清倉標的
MRVL
前期市值: US$1498.1萬
在 Q2 2025 季度中，United Asset Strategies, Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 18 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SOXX。 本季清倉部位包含 MRVL。
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。
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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。