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: 0000773411
申報總市值
US$9.0億
US$9.0億
841 檔
16.8%
在 Q3 2025 的 13F 官方備案中，Valley National Advisers Inc 管理的美股投資組合規模來到 US$9.0億，整體持股檔數為 841 檔。
在 Q3 2025 期間，Valley National Advisers Inc 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 13 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SCHX, SCHB, SCHG）累計市值佔比達 16.8%，是驅動 Valley National Advisers Inc 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 841 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.69% | +0.11% | +1.94% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.29% | -0.04% | -3.09% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.22% | +0.32% | +7.49% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.79% | +0.62% | -13.03% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.47% | -0.31% | +6.76% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.34% | +0.11% | +10.47% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.32% | -14.81% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.01% | -0.06% | +0.78% | |
| 9 | GARP | Ishares Msci USA Quality Gar | ETF-其他 | 2.22% | +0.13% | +4.49% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.76% | -0.26% | +6.02% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.75% | +0.04% | -1.82% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.57% | -0.13% | -6.89% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.30% | -0.12% | +6.99% | |
| 14 | LRCX | Lam Research CORP | 股票-科技 | 1.24% | +1.18% | +38.70% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | — | -6.92% | |
| 16 | DFAI | Dimensional International Co | ETF-其他 | 1.11% | -0.05% | +23.31% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.10% | +0.22% | -1.01% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.06% | +0.13% | -2.03% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.21% | +40.69% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.00% | -0.26% | +2.86% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | +0.13% | -4.69% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.08% | -10.74% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.02% | -24.04% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.79% | +0.01% | +5.88% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.77% | +0.07% | +7.79% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.70% | +0.14% | +6.35% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.05% | -2.54% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 0.64% | -0.17% | -29.69% | |
| 29 | MO | Altria Group Inc | 股票-非循環性消費 | 0.63% | -0.04% | +0.17% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.06% | +124.79% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.59% | +0.51% | +93.01% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | -0.02% | -16.40% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.08% | +1.01% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.56% | -0.13% | -1.89% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.55% | -0.07% | -10.56% | |
| 36 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.53% | +0.02% | -0.29% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.03% | -9.53% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.51% | -0.03% | -0.17% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.51% | -0.02% | +0.02% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.51% | +0.04% | -6.75% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.18% | +0.83% | |
| 42 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.49% | -0.02% | +192.05% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.47% | -0.08% | -0.17% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.47% | -0.04% | +0.30% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.04% | -2.74% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.45% | +0.23% | +1.90% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | -0.06% | -3.55% | |
| 48 | TT | Trane Technologies plc | 股票-工業 | 0.44% | — | +242.90% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.41% | +0.22% | +0.63% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.41% | -0.04% | +310.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.9% | +7.49% | 加碼 |
| 2 | LRCX | Lam Research CORP | +0.7% | +38.70% | 加碼 |
| 3 | GARP | Ishares Msci USA Quality Gar | +0.6% | +4.49% | 加碼 |
| 4 | SCHX | Schwab US Large-cap ETF | +0.5% | +1.94% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +40.69% | 加碼 |
| 6 | DFAI | Dimensional International Co | +0.4% | +23.31% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.01% | 加碼 |
| 8 | GLD | Spdr Gold Shares | +0.4% | +2.82% | 加碼 |
| 9 | VTV | Vanguard Value ETF | +0.4% | +10.47% | 加碼 |
| 10 | KLAC | Kla CORP | +0.4% | +93.01% | 加碼 |
| 11 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | +106413.33% | 加碼 |
| 12 | TT | Trane Technologies plc | +0.3% | +242.90% | 加碼 |
| 13 | DIS | Walt Disney Co/the | +0.3% | +310.37% | 加碼 |
| 14 | ADP | Automatic Data Processing | +0.3% | +794.05% | 加碼 |
| 15 | PNR | Pentair plc | +0.3% | +46124.39% | 加碼 |
| 16 | PHM | Pultegroup Inc | +0.3% | +41271.05% | 加碼 |
| 17 | DHI | Dr Horton Inc | +0.3% | +87328.57% | 加碼 |
| 18 | TEL | TE Connectivity plc | +0.3% | +78608.33% | 加碼 |
| 19 | HLT | Hilton Worldwide Holdings In | +0.3% | +3073.05% | 加碼 |
| 20 | RSG | Republic Services Inc | +0.3% | +148250.00% | 加碼 |
| 21 | HCA | Hca Healthcare Inc | +0.3% | +6457.53% | 加碼 |
| 22 | PM | Philip Morris International | +0.3% | +0.02% | 加碼 |
| 23 | LOW | Lowe's Cos Inc | +0.3% | +192.05% | 加碼 |
| 24 | SYK | Stryker CORP | +0.3% | +2107.34% | 加碼 |
| 25 | MCK | Mckesson CORP | +0.3% | +18264.29% | 加碼 |
| 26 | NVDA | Nvidia CORP | +0.3% | -4.69% | 減碼 |
| 27 | INTU | Intuit Inc | +0.3% | +4721.31% | 加碼 |
| 28 | PH | Parker Hannifin CORP | +0.3% | +12890.00% | 加碼 |
| 29 | UNH | Unitedhealth Group Inc | +0.3% | +592.47% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | +0.3% | +124.79% | 加碼 |
| 31 | ORCL | Oracle CORP | +0.2% | -2.74% | 加碼 |
| 32 | AVGO | Broadcom Inc | +0.2% | -24.04% | 減碼 |
| 33 | VGT | Vanguard Info Tech ETF | +0.2% | -2.03% | 加碼 |
| 34 | SMH | Vaneck Semiconductor ETF | +0.1% | +1.90% | 加碼 |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +5.88% | 加碼 |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +6.35% | 加碼 |
| 37 | MO | Altria Group Inc | +0.1% | +0.17% | 加碼 |
| 38 | BKR | Baker Hughes Co | +0.1% | +48.67% | 加碼 |
| 39 | BA | Boeing Co/the | +0.1% | +13.40% | 加碼 |
| 40 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.74% | 加碼 |
| 41 | CHAT | Roundhill Gen Ai & Tech ETF | +0.1% | +39.19% | 加碼 |
| 42 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.78% | 加碼 |
| 43 | EVR | Evercore Inc - A | +0.1% | -2.08% | 減碼 |
| 44 | VONG | Vanguard Russell 1000 Growth | +0.1% | +0.63% | 加碼 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.83% | 加碼 |
| 46 | AMAT | Applied Materials Inc | +0.1% | -1.72% | 加碼 |
| 47 | MRVL | Marvell Technology Inc | +0.1% | +2.30% | 加碼 |
| 48 | MDLZ | Mondelez International Inc-a | +0.1% | -2.62% | 加碼 |
| 49 | MUB | Ishares National Muni Bond E | 0% | +667.28% | 加碼 |
| 50 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Valley National Advisers Inc 在 Q3 2025 季度的美股持倉總市值約為 US$9.0億，共申報了 841 個公開持股部位。
在 Q3 2025 季度，Valley National Advisers Inc 按市值排列的前三大核心持股分別為：SCHX (7.7%)、SCHB (4.3%)、SCHG (4.2%)。其中最大持股部位 SCHX 佔據整體投資組合約 7.7% 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
BR
市值: US$207.6萬
本季最大獲利了結 / 清倉標的
AMZA
前期市值: US$148.1萬
在 Q3 2025 季度中，Valley National Advisers Inc 共進行了 196 項持倉異動，包含新建倉 13 個部位、加碼 81 個部位、減碼 94 個部位以及清倉 8 個部位。 其中最大新建倉標的為 BR。 本季清倉部位包含 AMZA。
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。