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。
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CIK: 0001766228
申报总市值
US$5.2亿
US$5.2亿
357 檔
22.5%
在 Q3 2024 的 13F 官方备案中，Legacy Capital Wealth Partners, LLC 管理的美股投资组合规模来到 US$5.2亿，整体持股档数为 357 档。
在 Q3 2024，Legacy Capital Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 77 个新仓位，并对 86 个既有持股进行加仓（合计增持 163 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 Capital Wealth Partners, LLC 的前 5 大核心持股（包含 WMT, JBHT, SPY 等）合计占整体申报市值的 22.5%，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 357 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 | WMT | Walmart Inc | 股票-非周期性消费 | 7.99% | -0.91% | +4.74% | |
| 2 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 4.26% | +1.87% | +0.15% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.17% | -0.92% | +404.98% | |
| 4 | GAP | Gap Inc/the | 股票-周期性消费 | 3.81% | -0.42% | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.21% | +0.17% | +128.23% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.80% | +0.22% | +24.81% | |
| 7 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 2.19% | — | +27.36% | |
| 8 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 2.15% | +0.07% | +27.67% | |
| 9 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.76% | +0.05% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.69% | +0.09% | -1.02% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.01% | -3.84% | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 1.50% | -0.19% | +0.16% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | +0.01% | -4.74% | |
| 14 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 1.38% | — | +146.54% | |
| 15 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-其他 | 1.27% | — | +35.80% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.23% | +0.11% | +1.75% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.22% | +0.03% | +99.21% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.99% | -0.76% | +255.49% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.95% | +0.08% | +0.59% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.88% | — | +98.15% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.87% | -0.04% | +88.04% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | +0.01% | -3.49% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.06% | +89.48% | |
| 24 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.71% | -0.02% | +93.84% | |
| 25 | MAIN | Main Street Capital CORP | 股票-金融 | 0.69% | +0.02% | +93.92% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | -0.01% | +1.21% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.03% | +95.13% | |
| 28 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.65% | -0.29% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.02% | +99.13% | |
| 30 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.61% | -0.02% | +99.60% | |
| 31 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.61% | +0.07% | +96.83% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.60% | -0.08% | +112.36% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.16% | EXIT | |
| 34 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.59% | +0.02% | +98.63% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.09% | +2107.21% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.58% | +0.12% | NEW | |
| 37 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.54% | -0.04% | +0.14% | |
| 38 | OZK | Bank Ozk | 股票-金融 | 0.53% | +0.04% | +0.14% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | — | -25.57% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.47% | -0.01% | +4.17% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | -0.01% | +81.26% | |
| 42 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.42% | -0.01% | -5.26% | |
| 43 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.39% | -0.01% | -8.81% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | +0.06% | +1800.52% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.37% | — | +103.90% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.37% | -0.03% | +86.00% | |
| 47 | HTGC | Hercules Capital Inc | 股票-金融 | 0.37% | +0.03% | -4.92% | |
| 48 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.36% | -0.01% | +101.17% | |
| 49 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.36% | -0.01% | +8.91% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.36% | -0.07% | +93.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FAUG | Ft Vest U.s. Equity Buffer E | +1.8% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +1.4% | +128.23% | 加仓 |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.7% | +255.49% | 加仓 |
| 4 | SDS | ProShares UltraShort S&P500 | +0.6% | +146.54% | 加仓 |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.4% | +99.21% | 加仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.4% | +88.04% | 加仓 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +98.15% | 加仓 |
| 8 | GLDM | Spdr Gold Minishares Trust | +0.3% | NEW | 新建仓 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | 新建仓 |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +89.48% | 加仓 |
| 11 | PSP | Invesco Global Listed Privat | +0.3% | NEW | 新建仓 |
| 12 | XOM | Exxon Mobil CORP | +0.3% | +2107.21% | 加仓 |
| 13 | MLPX | Global X Mlp & Energy Infras | +0.3% | +93.84% | 加仓 |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +120.07% | 加仓 |
| 15 | VZ | Verizon Communications Inc | +0.3% | +112.36% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.2% | +95.13% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | +99.13% | 加仓 |
| 18 | MAIN | Main Street Capital CORP | +0.2% | +93.92% | 加仓 |
| 19 | RTX | Rtx CORP | +0.2% | NEW | 新建仓 |
| 20 | FFEB | Ft Vest US Equity Buffer ETF | +0.2% | NEW | 新建仓 |
| 21 | BXSL | Blackstone Secured Lending F | +0.2% | +95.96% | 加仓 |
| 22 | GBDC | Golub Capital Bdc Inc | +0.2% | +99.60% | 加仓 |
| 23 | ORLY | O'reilly Automotive Inc | +0.2% | +348.67% | 加仓 |
| 24 | OBDC | Blue Owl Capital CORP | +0.2% | +96.83% | 加仓 |
| 25 | TSLX | Sixth Street Specialty Lendi | +0.2% | +98.63% | 加仓 |
| 26 | PYPL | Paypal Holdings Inc | +0.2% | +101.17% | 加仓 |
| 27 | COR | Cencora Inc | +0.2% | NEW | 新建仓 |
| 28 | TRV | Travelers Cos Inc/the | +0.2% | NEW | 新建仓 |
| 29 | MA | Mastercard Inc - A | +0.2% | +81.26% | 加仓 |
| 30 | TPL | Texas Pacific Land CORP | +0.2% | +85.61% | 加仓 |
| 31 | SPGI | S&p Global Inc | +0.2% | +86.00% | 加仓 |
| 32 | TFC | Truist Financial CORP | +0.2% | +93.78% | 加仓 |
| 33 | PWR | Quanta Services Inc | +0.2% | NEW | 新建仓 |
| 34 | AVGO | Broadcom Inc | +0.1% | +1800.52% | 加仓 |
| 35 | CB | Chubb Limited | +0.1% | +88.48% | 加仓 |
| 36 | GLD | Spdr Gold Shares | +0.1% | +98.04% | 加仓 |
| 37 | GSK | Gsk Plc-spon Adr | +0.1% | +103.34% | 加仓 |
| 38 | SNY | Sanofi-adr | +0.1% | +114.21% | 加仓 |
| 39 | LIN | Linde plc | +0.1% | +95.81% | 加仓 |
| 40 | YMAR | Ft Vt Int Equ M B- Mar-us I | +0.1% | +35.80% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +103.90% | 加仓 |
| 42 | CSCO | Cisco Systems Inc | +0.1% | +105.25% | 加仓 |
| 43 | TSLA | Tesla Inc | +0.1% | +93.64% | 加仓 |
| 44 | PKW | Invesco Buyback Achievers Et | +0.1% | +27.36% | 加仓 |
| 45 | BR | Broadridge Financial Solutio | +0.1% | +82.65% | 加仓 |
| 46 | NFLX | Netflix Inc | +0.1% | +95.50% | 加仓 |
| 47 | NEE | Nextera Energy Inc | +0.1% | +86.73% | 加仓 |
| 48 | TTEN | Totalenergies Se -spon Adr | +0.1% | NEW | 新建仓 |
| 49 | JLL | Jones Lang Lasalle Inc | +0.1% | +77.32% | 加仓 |
| 50 | ORCL | Oracle CORP | +0.1% | +79.71% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Capital Wealth Partners, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$5.2亿，共申报了 357 个公开持股仓位。
在 Q3 2024 季度，Legacy Capital Wealth Partners, LLC 按市值排列的前三大核心持股分别为：WMT (8.0%)、JBHT (4.3%)、SPY (4.2%)。其中最大持股仓位 WMT 占据整体投资组合约 8.0% 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
FAUG
市值: US$878.2万
本季最大获利了结 / 清仓标的
FOCT
前期市值: US$649.6万
在 Q3 2024 季度中，Legacy Capital Wealth Partners, LLC 共进行了 198 项持仓异动，包含新建仓 77 个仓位、加仓 86 个仓位、减仓 14 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 FAUG。 本季清仓仓位包含 FOCT。
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。