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: 0002004720
申報總市值
US$6.0億
US$6.0億
563 檔
30.3%
截至 Q1 2025 季度末，West Paces Advisors Inc. 的美股持倉估值約為 US$6.0億，全數申報部位共有 563 檔。
在 Q1 2025，West Paces Advisors Inc. 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 24 檔、減碼 23 檔與清倉 1 檔），整體投資組合架構維持相對穩定。
整體而言，West Paces Advisors Inc. 的前 5 大持股（包含 IJH, VOO, VIG）貢獻了組合市值的 30.3%，形成該機構在 Q1 2025 季度的基本面基石。
本季最大獲利了結 / 清倉標的
UL
前期市值: US$14.2萬
僅顯示前 200 大持股（共 563 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.25% | +0.03% | +1.90% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 11.16% | +0.07% | +33.23% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.75% | -0.05% | +283.52% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-其他 | 6.40% | -0.62% | +2.26% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.64% | -1.33% | +0.39% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 5.54% | +0.08% | -11.18% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.09% | +0.05% | -5.49% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.50% | -0.28% | -7.58% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.93% | -0.06% | +3.70% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.55% | +0.18% | +5.06% | |
| 11 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 2.52% | +0.07% | -1.66% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.55% | -0.25% | -5.90% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.41% | -0.16% | +3.19% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.38% | -0.01% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | +0.03% | +3.53% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.20% | -0.04% | -1.32% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | -0.06% | +1.62% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.10% | -0.10% | +1.83% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | -0.05% | +3.51% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.09% | +1.07% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +0.95% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 0.57% | -0.09% | +426.07% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.55% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.05% | +3.67% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.52% | -0.01% | +0.80% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.51% | +0.04% | -15.59% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | +0.05% | +2.11% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | -0.02% | -3.39% | |
| 29 | CSX | Csx CORP | 股票-工業 | 0.48% | — | +5308.03% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | -0.02% | -16.47% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.45% | -0.13% | -3.35% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | — | +1.22% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.10% | -5.37% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.04% | +11.66% | |
| 35 | K4F | Onestream Inc | 股票-其他 | 0.41% | -0.40% | EXIT | |
| 36 | NSC | Norfolk Southern CORP | 股票-工業 | 0.41% | -0.03% | +953.24% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.40% | +0.01% | +1.69% | |
| 38 | REG | Regency Centers CORP | 股票-房地產 | 0.38% | -0.06% | -16.58% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.38% | -0.01% | +6.27% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.35% | +0.04% | -2.51% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | -0.06% | -1.06% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | -0.06% | +101.02% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.30% | -0.06% | +2.75% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | +0.04% | -0.15% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | +0.02% | — | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.29% | -0.04% | -0.54% | |
| 47 | WMB | Williams Cos Inc | 股票-能源 | 0.28% | -0.02% | +4.57% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.27% | -0.05% | -2.90% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.27% | — | -14.24% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.26% | -0.04% | +0.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +4.9% | +283.52% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.8% | +33.23% | 加碼 |
| 3 | SO | Southern Co/the | +0.5% | +426.07% | 加碼 |
| 4 | CSX | Csx CORP | +0.5% | +5308.03% | 加碼 |
| 5 | K4F | Onestream Inc | +0.4% | +212670.00% | 加碼 |
| 6 | NSC | Norfolk Southern CORP | +0.4% | +953.24% | 加碼 |
| 7 | KO | Coca-cola Co/the | +0.3% | +5.06% | 加碼 |
| 8 | TFC | Truist Financial CORP | +0.2% | +2337.30% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +101.02% | 加碼 |
| 10 | HIG | Hartford Insurance Group Inc | +0.1% | +1311.41% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | +1.22% | 加碼 |
| 12 | MRSH | Marsh & Mclennan Cos | 0% | +2.75% | 加碼 |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +6.27% | 加碼 |
| 14 | WMB | Williams Cos Inc | 0% | +4.57% | 加碼 |
| 15 | MDLZ | Mondelez International Inc-a | 0% | +1.84% | 加碼 |
| 16 | LLY | Eli Lilly & Co | 0% | +2.11% | 加碼 |
| 17 | CVX | Chevron CORP | — | -5.37% | 減碼 |
| 18 | VTIP | Vanguard Short-term Tips | 0% | +1.83% | 加碼 |
| 19 | UL | Unilever PLC | 0% | EXIT | 清倉 |
| 20 | TSLA | Tesla Inc | 0% | -4.79% | 減碼 |
| 21 | ED | Consolidated Edison Inc | 0% | -91.95% | 減碼 |
| 22 | JPST | Jpmorgan Ultra-short Income | -0.1% | +3.19% | 加碼 |
| 23 | UPS | United Parcel Service-cl B | -0.1% | -81.73% | 減碼 |
| 24 | SCMB | Schwab Municipal Bond ETF | -0.1% | -40.26% | 減碼 |
| 25 | FND | Floor & Decor Holdings Inc-a | -0.1% | -29.19% | 減碼 |
| 26 | PNC | Pnc Financial Services Group | -0.1% | -5.69% | 減碼 |
| 27 | SRE | Sempra | -0.1% | -9.99% | 減碼 |
| 28 | IAU | Ishares Gold Trust | -0.1% | -49.40% | 減碼 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.41% | 減碼 |
| 30 | AON | Aon plc | -0.1% | -49.12% | 減碼 |
| 31 | AMZN | Amazon.com Inc | -0.1% | +1.69% | 加碼 |
| 32 | MDY | State Street Spdr S&p Midcap | -0.1% | — | 不變 |
| 33 | TDTT | Flexshares Iboxx 3-year Targ | -0.1% | +2.26% | 加碼 |
| 34 | SBUX | Starbucks CORP | -0.1% | -40.15% | 減碼 |
| 35 | NVDA | Nvidia CORP | -0.1% | -0.15% | 減碼 |
| 36 | ETN | Eaton Corporation plc | -0.1% | -16.87% | 減碼 |
| 37 | SCHA | Schwab US Small-cap ETF | -0.1% | -14.24% | 減碼 |
| 38 | REG | Regency Centers CORP | -0.1% | -16.58% | 減碼 |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -16.47% | 減碼 |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -2.51% | 減碼 |
| 41 | HD | Home Depot Inc | -0.1% | +1.62% | 加碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | +1.07% | 加碼 |
| 43 | IWV | Ishares Russell 3000 ETF | -0.2% | — | 不變 |
| 44 | IEF | Ishares 7-10 Year Treasury B | -0.2% | +0.39% | 加碼 |
| 45 | AAPL | Apple Inc | -0.3% | -1.32% | 減碼 |
| 46 | AVGO | Broadcom Inc | -0.4% | -15.59% | 減碼 |
| 47 | AVSC | Avantis US Small Cap Equity | -0.6% | -1.66% | 減碼 |
| 48 | AVEM | Avantis Emerging Markets Eq | -1% | -11.18% | 減碼 |
| 49 | IJR | Ishares Core S&p Small-cap E | -1.3% | -5.49% | 減碼 |
| 50 | IJH | Ishares Core S&p Midcap ETF | -1.4% | +1.90% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，West Paces Advisors Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$6.0億，共申報了 563 個公開持股部位。
在 Q1 2025 季度，West Paces Advisors Inc. 按市值排列的前三大核心持股分別為：IJH (11.3%)、VOO (11.2%)、VIG (6.8%)。其中最大持股部位 IJH 佔據整體投資組合約 11.3% 的權重。
在 Q1 2025 季度中，West Paces Advisors Inc. 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 24 個部位、減碼 23 個部位以及清倉 1 個部位。 本季清倉部位包含 UL。
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。
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。
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。