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: 0001736982
申報總市值
US$106.5億
US$106.5億
1240 檔
9.1%
根據最新整理的 13F 季度數據集，Vestmark Advisory Solutions, Inc. 於 Q4 2025 結束時的管理資產規模為 US$106.5億。該機構在本季度申報了 1240 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Vestmark Advisory Solutions, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 176 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Vestmark Advisory Solutions, Inc. 的前 5 大持股（包含 VTI, BBUS, VOO）貢獻了組合市值的 9.1%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 1240 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.24% | -0.07% | +6.18% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 2.84% | -0.06% | +13.07% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.63% | +0.36% | +30.96% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.56% | -0.07% | +3.65% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.83% | -0.09% | +5.00% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 1.79% | -0.22% | +9.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.18% | +105.45% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.66% | -0.11% | +127.68% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | — | +74.17% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.32% | -0.14% | +10.79% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.26% | -0.08% | +9.91% | |
| 12 | DGCB | Dimensional Global Credit | ETF-其他 | 1.13% | -0.14% | +6.39% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.08% | -0.52% | +172.74% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.07% | -0.04% | +94.20% | |
| 15 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.03% | -0.14% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | +0.11% | +98.19% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.03% | +59.55% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.76% | -0.01% | +10.55% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | -0.02% | -48.03% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.69% | -0.01% | +8.69% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.69% | +0.06% | +5.02% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.65% | — | +79.23% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.04% | +81.21% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.64% | -0.02% | +5.10% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.64% | -0.04% | +4.05% | |
| 26 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 0.61% | -0.07% | +11.69% | |
| 27 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 0.61% | -0.04% | +10.66% | |
| 28 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.61% | -0.35% | +9.97% | |
| 29 | DFIC | Dimensional International Co | ETF-其他 | 0.58% | -0.11% | +0.98% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.53% | -0.01% | +14.25% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | -0.01% | +5.72% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +151.35% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.51% | -0.03% | +10.20% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.51% | -0.14% | +64.00% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.08% | +92.43% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.01% | +104.93% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.23% | +269.59% | |
| 38 | CGHM | Cap Group Muni High-income | ETF-其他 | 0.48% | -0.06% | +6.51% | |
| 39 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 0.47% | +0.02% | +24.07% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | -0.05% | +487.54% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | +0.01% | +105.50% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.44% | -0.07% | +5743.21% | |
| 43 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.42% | -0.05% | +8.59% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | +0.01% | +117.31% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | +0.02% | +104.90% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.39% | -0.03% | +60.29% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.38% | — | -7.34% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.38% | -0.08% | +3584.51% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | +0.04% | +144.72% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.37% | -0.20% | +273.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +127.68% | 加碼 |
| 2 | GLD | Spdr Gold Shares | +0.6% | +172.74% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | +105.45% | 加碼 |
| 4 | EPD | Enterprise Products Partners | +0.4% | +5743.21% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +98.19% | 加碼 |
| 6 | CMCSA | Comcast Corp-class A | +0.4% | +3584.51% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +487.54% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +94.20% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +269.59% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.3% | +74.17% | 加碼 |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +885.64% | 加碼 |
| 12 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +2686.21% | 加碼 |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +2314.63% | 加碼 |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +151.35% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +92.43% | 加碼 |
| 16 | IVE | Ishares S&p 500 Value ETF | +0.2% | +273.60% | 加碼 |
| 17 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +3157.25% | 加碼 |
| 18 | XLK | Ss Technology Select Sector | +0.2% | +3099.45% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +104.93% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | +105.75% | 加碼 |
| 21 | NVS | Novartis Ag-sponsored Adr | +0.2% | +909.66% | 加碼 |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.2% | +105.50% | 加碼 |
| 23 | VO | Vanguard Mid-cap ETF | +0.2% | +144.72% | 加碼 |
| 24 | BSV | Vanguard Short-term Bond ETF | +0.1% | +79.23% | 加碼 |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +117.31% | 加碼 |
| 26 | AVGO | Broadcom Inc | +0.1% | +59.55% | 加碼 |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +104.90% | 加碼 |
| 28 | FDL | First Trust Morn Dvd Lead In | +0.1% | +416.40% | 加碼 |
| 29 | HEDJ | Wisdomtree Europe Hedged Equ | +0.1% | +706.08% | 加碼 |
| 30 | IQLT | Ishares Msci International Q | +0.1% | +492.96% | 加碼 |
| 31 | ASML | ASML Holding N.V. | +0.1% | +133.79% | 加碼 |
| 32 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +281.14% | 加碼 |
| 33 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +3282.53% | 加碼 |
| 34 | ABBV | Abbvie Inc | +0.1% | +119.92% | 加碼 |
| 35 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +135.51% | 加碼 |
| 36 | MU | Micron Technology Inc | +0.1% | +536.29% | 加碼 |
| 37 | TFLO | Ishares Treasury Floating Ra | +0.1% | +377.32% | 加碼 |
| 38 | GEV | GE Vernova Inc | +0.1% | +681.74% | 加碼 |
| 39 | JNJ | Johnson & Johnson | +0.1% | +67.34% | 加碼 |
| 40 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | +533.31% | 加碼 |
| 41 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +380.74% | 加碼 |
| 42 | MDY | State Street Spdr S&p Midcap | +0.1% | +2880.11% | 加碼 |
| 43 | OWL | Blue Owl Capital Inc | +0.1% | +3543.00% | 加碼 |
| 44 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | +853.41% | 加碼 |
| 45 | META | Meta Platforms Inc-class A | +0.1% | +81.21% | 加碼 |
| 46 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +165.43% | 加碼 |
| 47 | ISRG | Intuitive Surgical Inc | +0.1% | +102.57% | 加碼 |
| 48 | BA | Boeing Co/the | +0.1% | +284.33% | 加碼 |
| 49 | SHEL | Shell Plc-adr | +0.1% | +318.47% | 加碼 |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +64.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vestmark Advisory Solutions, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$106.5億，共申報了 1240 個公開持股部位。
在 Q4 2025 季度，Vestmark Advisory Solutions, Inc. 按市值排列的前三大核心持股分別為：VTI (3.2%)、BBUS (2.8%)、VOO (2.6%)。其中最大持股部位 VTI 佔據整體投資組合約 3.2% 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
JBND
市值: US$7613.8萬
本季最大獲利了結 / 清倉標的
OSEA
前期市值: US$663.3萬
在 Q4 2025 季度中，Vestmark Advisory Solutions, Inc. 共進行了 200 項持倉異動，包含新建倉 27 個部位、加碼 149 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 JBND。 本季清倉部位包含 OSEA。
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。