13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001720969
申报总市值
US$10.7亿
US$10.7亿
410 檔
28.3%
在 Q4 2024 申报期间，Legacy Advisors, LLC（CIK: 0001720969）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$10.7亿，共持有 410 个公开申报仓位。
在 Q4 2024，Legacy Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 32 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Legacy Advisors, LLC 的前 5 大核心持股（包含 MTZ, VERX, JGRW 等）合计占整体申报市值的 28.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 410 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | 股票-工业 | 10.81% | +1.27% | +10.65% | |
| 2 | VERX | Vertex Inc - Class A | 股票-其他 | 7.24% | -0.44% | -35.38% | |
| 3 | JGRW | Jensen Quality Growth ETF | ETF-其他 | 4.33% | — | +5368.55% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.19% | +0.40% | +16.54% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.84% | -0.34% | +3.34% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.11% | +7.87% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.29% | +0.41% | +6.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.21% | -0.11% | +3.91% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.20% | -1.64% | -9.34% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.10% | -0.20% | +3.53% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.96% | -0.29% | -1.03% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.86% | +0.12% | +9.13% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.22% | +26.94% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.46% | +0.29% | +2.84% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.18% | +0.22% | +0.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.19% | +6.59% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | +3.50% | +7.27% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.96% | -0.09% | +0.01% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.94% | -0.11% | +0.04% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | +0.02% | +12.53% | |
| 21 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.88% | -0.26% | +0.12% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | -0.01% | +16.38% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.80% | -0.10% | — | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 0.80% | -0.04% | +4.44% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.14% | -9.98% | |
| 26 | UBER | Uber Technologies Inc | 股票-工业 | 0.69% | -0.12% | +2.17% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.01% | +6.14% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.61% | +0.02% | -0.27% | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.58% | -0.04% | -0.92% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.56% | — | +3.33% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.03% | +5.31% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | -0.13% | -0.45% | |
| 33 | FULT | Fulton Financial CORP | 股票-金融 | 0.53% | -0.03% | — | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | -0.14% | +1.42% | |
| 35 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.49% | -0.14% | -0.16% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.48% | +0.11% | +53.56% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | -0.06% | +3.34% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | +0.05% | -16.77% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.47% | +0.09% | +0.45% | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.02% | -1.46% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.07% | +1.82% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.01% | +12.42% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.41% | — | +5.31% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.39% | +0.05% | NEW | |
| 45 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.37% | -0.02% | EXIT | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | -0.02% | -9.35% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.37% | -0.10% | +15.77% | |
| 48 | EFX | Equifax Inc | 股票-工业 | 0.36% | -0.05% | +1.81% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | -0.06% | -1.19% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.36% | — | -4.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JGRW | Jensen Quality Growth ETF | +4.2% | +5368.55% | 加仓 |
| 2 | MTZ | Mastec Inc | +1% | +10.65% | 加仓 |
| 3 | AAPL | Apple Inc | +0.5% | +16.54% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +26.94% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.3% | +4.44% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +9.13% | 加仓 |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +53.56% | 加仓 |
| 8 | MCO | Moody's CORP | +0.1% | +176.37% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +16.38% | 加仓 |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +122.67% | 加仓 |
| 11 | VRSK | Verisk Analytics Inc | +0.1% | +61.98% | 加仓 |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建仓 |
| 13 | MSCI | Msci Inc | +0.1% | +155.19% | 加仓 |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +473.55% | 加仓 |
| 15 | AZO | Autozone Inc | +0.1% | NEW | 新建仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | +1.82% | 加仓 |
| 17 | CDNS | Cadence Design Sys Inc | +0.1% | +117.20% | 加仓 |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.1% | NEW | 新建仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.84% | 加仓 |
| 20 | RBLX | Roblox CORP -class A | +0.1% | -0.16% | 减仓 |
| 21 | CME | Cme Group Inc | +0.1% | +79.25% | 加仓 |
| 22 | APP | Applovin Corp-class A | +0.1% | -21.47% | 减仓 |
| 23 | CDW | Cdw Corp/de | +0.1% | +216.49% | 加仓 |
| 24 | WEX | Wex Inc | +0.1% | +398.09% | 加仓 |
| 25 | WRB | Wr Berkley CORP | +0.1% | NEW | 新建仓 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +12.42% | 加仓 |
| 27 | NFLX | Netflix Inc | +0.1% | +6.53% | 加仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.53% | 加仓 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +6.14% | 加仓 |
| 30 | DIS | Walt Disney Co/the | 0% | +6.39% | 加仓 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +7.27% | 加仓 |
| 32 | BALL | Ball CORP | -0.1% | EXIT | 清仓 |
| 33 | SBUX | Starbucks CORP | -0.1% | -34.05% | 减仓 |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +3.53% | 加仓 |
| 35 | NKE | Nike Inc -cl B | -0.1% | -19.29% | 减仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +3.91% | 加仓 |
| 37 | AVAV | Aerovironment Inc | -0.1% | -13.71% | 减仓 |
| 38 | AMGN | Amgen Inc | -0.1% | -10.72% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.1% | +7.87% | 加仓 |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.2% | +6.12% | 加仓 |
| 41 | IWB | Ishares Russell 1000 ETF | -0.2% | +3.34% | 加仓 |
| 42 | KO | Coca-cola Co/the | -0.2% | -37.46% | 减仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -0.27% | 减仓 |
| 44 | BSY | Bentley Systems Inc-class B | -0.2% | +0.12% | 加仓 |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | EXIT | 清仓 |
| 46 | UBER | Uber Technologies Inc | -0.2% | +2.17% | 加仓 |
| 47 | LLY | Eli Lilly & Co | -0.3% | -16.77% | 减仓 |
| 48 | JNJ | Johnson & Johnson | -0.3% | -9.98% | 减仓 |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.5% | -9.34% | 减仓 |
| 50 | VERX | Vertex Inc - Class A | -1.8% | -35.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$10.7亿，共申报了 410 个公开持股仓位。
在 Q4 2024 季度，Legacy Advisors, LLC 按市值排列的前三大核心持股分别为：MTZ (10.8%)、VERX (7.2%)、JGRW (4.3%)。其中最大持股仓位 MTZ 占据整体投资组合约 10.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
BIL
市值: US$102.8万
本季最大获利了结 / 清仓标的
SGOV
前期市值: US$177.6万
在 Q4 2024 季度中，Legacy Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 32 个仓位、减仓 12 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BIL。 本季清仓仓位包含 SGOV。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。