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: 0001696715
申报总市值
US$35.4亿
US$35.4亿
765 檔
9.9%
在 Q3 2024 申报期间，Level Four Advisory Services, LLC（CIK: 0001696715）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$35.4亿，共持有 765 个公开申报仓位。
在 Q3 2024，Level Four Advisory Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 30 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Level Four Advisory Services, LLC 的前 5 大核心持股（包含 AAPL, LGRO, QQQ 等）合计占整体申报市值的 9.9%，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 765 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 | AAPL | Apple Inc | 股票-科技 | 4.86% | — | -1.72% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-大型股与成长 | 2.96% | +0.26% | -1.55% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.82% | +0.26% | -0.76% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.05% | +0.80% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.78% | +0.01% | -0.45% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | +0.08% | -11.20% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.34% | +0.01% | +4.94% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.33% | -0.15% | +3.76% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.27% | -0.06% | +10.71% | |
| 10 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 1.19% | -0.13% | -0.19% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.16% | +0.02% | +9.30% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.14% | -0.06% | +31.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | +0.08% | -0.16% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | -0.12% | +10.72% | |
| 15 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.97% | -0.11% | +14.22% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.93% | +0.02% | -3.41% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.01% | +43.08% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.86% | -0.01% | +11.08% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.10% | +886.39% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.81% | +0.13% | -1.43% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | -0.17% | +5.05% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.76% | -0.06% | +18.02% | |
| 23 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 0.66% | -0.03% | +0.05% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.66% | -0.04% | +0.07% | |
| 25 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.62% | -0.04% | -3.35% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.15% | +18.03% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.07% | -11.21% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.59% | -0.03% | -4.75% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.59% | -0.31% | +9.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | -0.01% | +9.19% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.04% | +3.62% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.52% | -0.05% | +18.38% | |
| 33 | UBER | Uber Technologies Inc | 股票-工业 | 0.50% | -0.05% | -2.66% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.50% | -0.05% | -1.78% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.03% | -0.62% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | +0.06% | +262.57% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.46% | +0.02% | +42.73% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | -0.11% | +2.13% | |
| 39 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.45% | -0.03% | -2.66% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | +0.01% | +3.73% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | -0.01% | -1.22% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.43% | +0.05% | +10.39% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | -0.06% | -13.18% | |
| 44 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.43% | +0.03% | +66.05% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.43% | +0.04% | +12.41% | |
| 46 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 0.42% | -0.01% | +7.73% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.40% | -0.08% | +0.34% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.38% | +0.11% | -0.39% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.38% | +0.10% | +19.75% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | +0.09% | +14.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.3% | +43.08% | 加仓 |
| 2 | BTAL | Agf US Market Neutral Anti-b | +0.3% | +1914.93% | 加仓 |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +31.02% | 加仓 |
| 4 | ABBV | Abbvie Inc | +0.2% | +9.30% | 加仓 |
| 5 | UPS | United Parcel Service-cl B | +0.2% | +320.31% | 加仓 |
| 6 | CMCSA | Comcast Corp-class A | +0.2% | +215.21% | 加仓 |
| 7 | AWK | American Water Works Co Inc | +0.2% | NEW | 新建仓 |
| 8 | WMT | Walmart Inc | +0.2% | +18.03% | 加仓 |
| 9 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +10.71% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +10.72% | 加仓 |
| 11 | TROW | T Rowe Price Group Inc | +0.1% | +66.05% | 加仓 |
| 12 | VB | Vanguard Small-cap ETF | +0.1% | +93.21% | 加仓 |
| 13 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +42.16% | 加仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +45.75% | 加仓 |
| 15 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | +70.78% | 加仓 |
| 16 | DINO | Hf Sinclair CORP | +0.1% | +511.64% | 加仓 |
| 17 | GLD | Spdr Gold Shares | +0.1% | +9.97% | 加仓 |
| 18 | BAC | Bank Of America CORP | +0.1% | +58.29% | 加仓 |
| 19 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +14.22% | 加仓 |
| 20 | LEA | Lear CORP | +0.1% | +120.43% | 加仓 |
| 21 | TGT | Target CORP | +0.1% | +88.08% | 加仓 |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +262.57% | 加仓 |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +43.47% | 加仓 |
| 24 | AGCO | Agco CORP | +0.1% | +48.98% | 加仓 |
| 25 | ROP | Roper Technologies Inc | +0.1% | +67.44% | 加仓 |
| 26 | PYPL | Paypal Holdings Inc | +0.1% | +0.34% | 加仓 |
| 27 | MS | Morgan Stanley | +0.1% | +3.62% | 加仓 |
| 28 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | +11.08% | 加仓 |
| 29 | GBIL | Goldman Sachs Access Treasur | +0.1% | +18.02% | 加仓 |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +4.94% | 加仓 |
| 31 | AAPL | Apple Inc | -0.1% | -1.72% | 减仓 |
| 32 | LGRO | Level Four Large Cap Growth | -0.1% | -1.55% | 减仓 |
| 33 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | -83.70% | 减仓 |
| 34 | INTC | Intel CORP | -0.1% | -73.07% | 减仓 |
| 35 | WFC | Wells Fargo & Co | -0.2% | -70.69% | 减仓 |
| 36 | FLJP | Franklin Ftse Japan ETF | -0.2% | -53.06% | 减仓 |
| 37 | VZ | Verizon Communications Inc | -0.2% | -30.97% | 减仓 |
| 38 | JHMD | John Hancock Mf Dev Intl ETF | -0.2% | -85.01% | 减仓 |
| 39 | QCOM | Qualcomm Inc | -0.2% | -11.37% | 减仓 |
| 40 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.2% | -78.36% | 减仓 |
| 41 | CWT | California Water Service Grp | -0.2% | EXIT | 清仓 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -14.53% | 减仓 |
| 43 | MDT | Medtronic plc | -0.2% | -58.52% | 减仓 |
| 44 | PTIN | Pacer Trendpilot Intl ETF | -0.3% | EXIT | 清仓 |
| 45 | DAL | Delta Air Lines Inc | -0.3% | -97.22% | 减仓 |
| 46 | EBAY | Ebay Inc | -0.3% | -95.79% | 减仓 |
| 47 | F | Ford Motor Co | -0.3% | -86.52% | 减仓 |
| 48 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清仓 |
| 49 | MSFT | Microsoft CORP | -0.4% | +0.80% | 加仓 |
| 50 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Level Four Advisory Services, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$35.4亿，共申报了 765 个公开持股仓位。
在 Q3 2024 季度，Level Four Advisory Services, LLC 按市值排列的前三大核心持股分别为：AAPL (4.9%)、LGRO (3.0%)、QQQ (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 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
AWK
市值: US$462.7万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$1034.0万
在 Q3 2024 季度中，Level Four Advisory Services, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 30 个仓位、减仓 15 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 AWK。 本季清仓仓位包含 LRCXEUR。
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。