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: 0001568787
申報總市值
US$172.4億
US$172.4億
1474 檔
11.6%
在 Q4 2025 申報期間，Waverly Advisors, LLC（CIK: 0001568787）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$172.4億，共持有 1474 個公開申報部位。
Q4 2025 數據顯示 Waverly Advisors, LLC 積極進場，新開立 24 個部位並同步加碼 155 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 IVV, VUG, AAPL）累計市值佔比達 11.6%，是驅動 Waverly 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 1474 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.61% | -0.45% | +4.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 2.91% | -0.14% | +0.47% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.64% | +0.06% | +22.43% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.16% | -0.13% | +30.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.06% | +39.68% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | -0.05% | +28.03% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.41% | -0.18% | -1.47% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.39% | -0.23% | +10.53% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.20% | -0.28% | -5.14% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.08% | +0.14% | +5.52% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.99% | -0.10% | -0.46% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.05% | +165.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | -0.09% | +23.31% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.94% | -0.07% | +6.26% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.90% | +0.12% | +50.29% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | -0.44% | +6.85% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | +0.49% | +20.84% | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.85% | -0.15% | +8.08% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.83% | -0.15% | +3.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.12% | +39.95% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.17% | +8.98% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | -0.04% | +529.69% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | -0.04% | +14.16% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.78% | -0.14% | -4.99% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | +0.35% | +30.38% | |
| 26 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.75% | -0.07% | -0.30% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | +0.28% | +22.88% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.15% | +23.19% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.73% | -0.04% | +427.22% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | -0.10% | +10.85% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.69% | -0.12% | -9.78% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.67% | -0.04% | +5.18% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.64% | +0.02% | +4.39% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.56% | -0.04% | -1.76% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | -0.16% | +50.33% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.28% | +8.83% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.10% | +23.42% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.26% | +13.80% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | +0.01% | +7.93% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | -0.01% | +5.54% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.48% | +0.01% | +180.98% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | +0.12% | +41.84% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.48% | -0.05% | -0.82% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | +0.02% | -2.13% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.47% | +0.03% | +85.76% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | -0.09% | +20.98% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.45% | -0.08% | +1.47% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | -0.04% | +55.42% | |
| 49 | AVDE | Avantis International Equity | ETF-其他 | 0.43% | +0.08% | +73.27% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.42% | -0.03% | -0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.7% | +529.69% | 加碼 |
| 2 | IWR | Ishares Russell Mid-cap ETF | +0.6% | +427.22% | 加碼 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +165.33% | 加碼 |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | +0.4% | +5112.78% | 加碼 |
| 5 | BOND | Pimco Active Bond Exchange-t | +0.3% | +180.98% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +23.31% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +50.29% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.2% | +106.51% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +22.88% | 加碼 |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.2% | +85.76% | 加碼 |
| 11 | AAPL | Apple Inc | +0.2% | +22.43% | 加碼 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +30.48% | 加碼 |
| 13 | VB | Vanguard Small-cap ETF | +0.2% | +183.25% | 加碼 |
| 14 | AVDE | Avantis International Equity | +0.1% | +73.27% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +55.42% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +13.80% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +113.54% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.1% | +94.66% | 加碼 |
| 19 | MS | Morgan Stanley | +0.1% | +902.11% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +39.95% | 加碼 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +50.33% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +94.43% | 加碼 |
| 23 | BX | Blackstone Inc | +0.1% | +313.22% | 加碼 |
| 24 | EXPE | Expedia Group Inc | +0.1% | +1561.37% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.1% | +39.68% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +80.50% | 加碼 |
| 27 | CAT | Caterpillar Inc | +0.1% | +87.27% | 加碼 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +104.76% | 加碼 |
| 29 | BAC | Bank Of America CORP | +0.1% | +76.56% | 加碼 |
| 30 | QCOM | Qualcomm Inc | +0.1% | +138.53% | 加碼 |
| 31 | KTOS | Kratos Defense & Security | +0.1% | +4491.05% | 加碼 |
| 32 | IWD | Ishares Russell 1000 Value E | +0.1% | +41.84% | 加碼 |
| 33 | NVDA | Nvidia CORP | +0.1% | +28.03% | 加碼 |
| 34 | IVE | Ishares S&p 500 Value ETF | +0.1% | +48.83% | 加碼 |
| 35 | PEP | Pepsico Inc | +0.1% | +71.44% | 加碼 |
| 36 | DHR | Danaher CORP | +0.1% | +134.10% | 加碼 |
| 37 | SBUX | Starbucks CORP | +0.1% | +96.72% | 加碼 |
| 38 | ENB | Enbridge Inc | +0.1% | +492.92% | 加碼 |
| 39 | LAMR | Lamar Advertising Co-a | +0.1% | +908.35% | 加碼 |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +41.50% | 加碼 |
| 41 | DIS | Walt Disney Co/the | +0.1% | +85.36% | 加碼 |
| 42 | GE | General Electric | +0.1% | +125.34% | 加碼 |
| 43 | GLW | Corning Inc | +0.1% | +133.37% | 加碼 |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +107.58% | 加碼 |
| 45 | PM | Philip Morris International | +0.1% | +158.40% | 加碼 |
| 46 | FDN | First Trust Dj Internet Ind | +0.1% | +2300.82% | 加碼 |
| 47 | IWF | Ishares Russell 1000 Growth | +0.1% | +30.38% | 加碼 |
| 48 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +41.96% | 加碼 |
| 49 | GS | Goldman Sachs Group Inc | +0.1% | +68.54% | 加碼 |
| 50 | C | Citigroup Inc | +0.1% | +52.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Waverly Advisors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$172.4億，共申報了 1474 個公開持股部位。
在 Q4 2025 季度，Waverly Advisors, LLC 按市值排列的前三大核心持股分別為：IVV (6.6%)、VUG (2.9%)、AAPL (2.6%)。其中最大持股部位 IVV 佔據整體投資組合約 6.6% 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
AKRE
市值: US$2826.4萬
本季最大獲利了結 / 清倉標的
GTLS
前期市值: US$1024.1萬
在 Q4 2025 季度中，Waverly Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 155 個部位、減碼 16 個部位以及清倉 5 個部位。 其中最大新建倉標的為 AKRE。 本季清倉部位包含 GTLS。
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。