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
752 檔
10.8%
Q4 2024 季度申报显示，Level Four Advisory Services, LLC 披露的美股组合总市值为 US$35.4亿，涵盖 752 个不同之权益投资仓位。
在 Q4 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 4 个新仓位，并对 26 个既有持股进行加仓（合计增持 30 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 10.8%，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 752 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 | 5.20% | — | -0.67% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-大型股与成长 | 3.13% | +0.26% | +3.16% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.86% | +0.26% | -1.05% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.05% | +2.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.07% | +0.01% | +1.58% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.08% | +0.30% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.30% | -0.15% | +0.61% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.26% | -0.06% | +4.07% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.22% | +0.01% | -8.72% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | +0.08% | +4.36% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | +0.10% | +5.37% | |
| 12 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 1.10% | -0.13% | -0.01% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | -0.12% | +5.95% | |
| 14 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.03% | -0.11% | +7.52% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.01% | +0.54% | |
| 16 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.96% | -0.06% | -7.70% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | +0.13% | +1910.72% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.02% | +1.43% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.92% | +0.02% | -5.62% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.84% | -0.01% | -1.51% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | -0.17% | +3.58% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.75% | -0.06% | +2.19% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.70% | +0.13% | -1.14% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.15% | -4.24% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | +0.08% | +222.26% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | -0.04% | -2.05% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | -0.01% | +5.58% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.07% | +1.24% | |
| 29 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.59% | -0.04% | -0.73% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.58% | +0.04% | +3.66% | |
| 31 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 0.55% | -0.03% | -0.12% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.55% | -0.31% | +1.29% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.03% | +2.21% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.51% | -0.05% | +2.25% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.49% | -0.05% | +0.94% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.49% | +0.04% | +6.83% | |
| 37 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.48% | -0.03% | +1.69% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | +0.01% | -0.02% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.46% | +0.05% | +2.96% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | +0.01% | +317.62% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.45% | +0.03% | +5.65% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | +48.87% | |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.45% | -0.03% | -17.55% | |
| 44 | BLK | Blackrock Inc | 股票-金融 | 0.45% | -0.03% | — | |
| 45 | SNOW | Snowflake Inc | 股票-科技 | 0.45% | +0.11% | +91.09% | |
| 46 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 0.45% | -0.01% | +4.70% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.44% | -0.08% | +4.99% | |
| 48 | UBER | Uber Technologies Inc | 股票-工业 | 0.44% | -0.05% | +7.63% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.43% | +0.06% | -4.97% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.08% | +4.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.9% | +1910.72% | 加仓 |
| 2 | BLK | Blackrock Inc | +0.5% | NEW | 新建仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.4% | +222.26% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | -0.67% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.3% | +5.37% | 加仓 |
| 6 | IWM | Ishares Russell 2000 ETF | +0.3% | +317.62% | 加仓 |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | 新建仓 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +1.58% | 加仓 |
| 9 | SNOW | Snowflake Inc | +0.3% | +91.09% | 加仓 |
| 10 | LGRO | Level Four Large Cap Growth | +0.2% | +3.16% | 加仓 |
| 11 | GATX | Gatx CORP | +0.2% | NEW | 新建仓 |
| 12 | TSLA | Tesla Inc | +0.1% | +2.08% | 加仓 |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +48.87% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.36% | 加仓 |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | 新建仓 |
| 16 | TWLO | Twilio Inc - A | +0.1% | +2.00% | 加仓 |
| 17 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +471.20% | 加仓 |
| 18 | DOCU | Docusign Inc | +0.1% | +2.27% | 加仓 |
| 19 | WSM | Williams-sonoma Inc | +0.1% | +5.68% | 加仓 |
| 20 | MSFT | Microsoft CORP | +0.1% | +2.05% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +5.95% | 加仓 |
| 22 | ET | Energy Transfer LP | +0.1% | +248.86% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | +5.99% | 加仓 |
| 24 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +7.52% | 加仓 |
| 25 | C | Citigroup Inc | +0.1% | +6.83% | 加仓 |
| 26 | CRM | Salesforce Inc | +0.1% | +4.17% | 加仓 |
| 27 | RH | Rh | +0.1% | +5.38% | 加仓 |
| 28 | EPD | Enterprise Products Partners | +0.1% | +71.30% | 加仓 |
| 29 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +9.19% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +0.54% | 加仓 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.05% | 减仓 |
| 32 | MS | Morgan Stanley | 0% | +3.66% | 加仓 |
| 33 | CMCSA | Comcast Corp-class A | -0.1% | -12.64% | 减仓 |
| 34 | DGRO | Ishares Core Dividend Growth | -0.1% | -36.77% | 减仓 |
| 35 | TGT | Target CORP | -0.1% | -24.08% | 减仓 |
| 36 | LLY | Eli Lilly & Co | -0.1% | -23.09% | 减仓 |
| 37 | VTV | Vanguard Value ETF | -0.1% | -65.63% | 减仓 |
| 38 | AGCO | Agco CORP | -0.1% | -26.64% | 减仓 |
| 39 | LW | Lamb Weston Holdings Inc | -0.1% | -0.12% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -1.14% | 减仓 |
| 41 | VOO | Vanguard S&p 500 ETF | -0.1% | -8.72% | 减仓 |
| 42 | CVS | Cvs Health CORP | -0.1% | -26.58% | 减仓 |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -30.17% | 减仓 |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.1% | -17.55% | 减仓 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -16.99% | 减仓 |
| 46 | CNI | Canadian Natl Railway Co | -0.2% | EXIT | 清仓 |
| 47 | JIRE | Jpmorgan Int Res Enh Eqty | -0.2% | -7.70% | 减仓 |
| 48 | DBX | Dropbox Inc-class A | -0.2% | EXIT | 清仓 |
| 49 | ABBV | Abbvie Inc | -0.2% | -5.62% | 减仓 |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | -0.3% | -93.86% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Level Four Advisory Services, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$35.4亿，共申报了 752 个公开持股仓位。
在 Q4 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 (5.2%)、LGRO (3.1%)、QQQ (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
BLK
市值: US$1095.6万
本季最大获利了结 / 清仓标的
DBX
前期市值: US$497.0万
在 Q4 2024 季度中，Level Four Advisory Services, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 26 个仓位、减仓 18 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 DBX。
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。