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
784 檔
10.8%
在 Q2 2025 的 13F 官方备案中，Level Four Advisory Services, LLC 管理的美股投资组合规模来到 US$35.4亿，整体持股档数为 784 档。
在 Q2 2025，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 30 个既有持股进行加仓（合计增持 34 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, MSFT 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 784 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 | 3.91% | — | +2.19% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-大型股与成长 | 2.93% | +0.26% | -6.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | -0.05% | +3.14% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.54% | +0.26% | -5.02% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.83% | +0.01% | -0.09% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | +0.08% | +10.57% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.24% | -0.06% | +1.76% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.10% | +2.37% | |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.21% | -0.14% | — | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.19% | -0.11% | +2.47% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.19% | -0.12% | -3.96% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.18% | +0.01% | +15.67% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | +0.08% | +13.83% | |
| 14 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.17% | -0.06% | +3.01% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.15% | -0.15% | -2.09% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.01% | -1.71% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.02% | +0.14% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.91% | +0.02% | +3.12% | |
| 19 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.73% | -0.13% | -0.09% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.73% | -0.01% | +0.58% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.72% | -0.06% | +0.52% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.70% | -0.31% | +5.70% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | -0.17% | -17.96% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.15% | +6.72% | |
| 25 | SNOW | Snowflake Inc | 股票-科技 | 0.65% | +0.11% | +22.22% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.07% | +4.24% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.63% | +0.05% | +21.68% | |
| 28 | UBER | Uber Technologies Inc | 股票-工业 | 0.58% | -0.05% | -11.83% | |
| 29 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.56% | -0.04% | +1.75% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.56% | +0.04% | +1.06% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.54% | -0.04% | +3.13% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.54% | +0.04% | +3.53% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.03% | +1.92% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.50% | -0.05% | +0.48% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.48% | -0.03% | -2.87% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.48% | +0.14% | +8.75% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.47% | -0.09% | +62.78% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | -0.01% | -5.65% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.45% | -0.05% | +3.12% | |
| 40 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.44% | -0.03% | -9.52% | |
| 41 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 0.44% | -0.01% | -1.24% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | +0.01% | -0.91% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.43% | -0.03% | +2.17% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | +0.01% | +0.94% | |
| 45 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.43% | -0.08% | +16.34% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.43% | -0.10% | -13.28% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.42% | +1.04% | +24.76% | |
| 48 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.42% | +0.03% | +14.80% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.42% | +0.10% | +15.74% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.41% | +0.02% | +18.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SMTH | Alps Smth Cor Bd Plus ETF | +1.2% | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | +3.14% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | +10.57% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.4% | +2.37% | 加仓 |
| 5 | SNOW | Snowflake Inc | +0.3% | +22.22% | 加仓 |
| 6 | PAAA | Pgim Aaa Clo ETF | +0.2% | NEW | 新建仓 |
| 7 | RH | Rh | +0.2% | +167.03% | 加仓 |
| 8 | FBND | Fidelity Total Bond ETF | +0.2% | +1235.32% | 加仓 |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +753.50% | 加仓 |
| 10 | OC | Owens Corning | +0.2% | NEW | 新建仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.83% | 加仓 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +15.67% | 加仓 |
| 13 | MU | Micron Technology Inc | +0.2% | +24.76% | 加仓 |
| 14 | CRWV | Coreweave Inc-cl A | +0.2% | NEW | 新建仓 |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +21.68% | 加仓 |
| 16 | XLV | Ss Health Care Select Sector | +0.1% | +148.83% | 加仓 |
| 17 | ANET | Arista Networks Inc | +0.1% | +440.37% | 加仓 |
| 18 | DXCM | Dexcom Inc | +0.1% | +327.38% | 加仓 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +62.78% | 加仓 |
| 20 | CELH | Celsius Holdings Inc | +0.1% | +381.13% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -3.96% | 减仓 |
| 22 | LRCX | Lam Research CORP | +0.1% | +8.75% | 加仓 |
| 23 | XLK | Ss Technology Select Sector | +0.1% | +15.74% | 加仓 |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +46.83% | 加仓 |
| 25 | TSLA | Tesla Inc | +0.1% | +21.03% | 加仓 |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +2.88% | 加仓 |
| 27 | PYPL | Paypal Holdings Inc | +0.1% | +16.34% | 加仓 |
| 28 | AMAT | Applied Materials Inc | +0.1% | +16.01% | 加仓 |
| 29 | AMZN | Amazon.com Inc | +0.1% | -0.09% | 减仓 |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +0.94% | 加仓 |
| 31 | C | Citigroup Inc | +0.1% | +3.53% | 加仓 |
| 32 | MS | Morgan Stanley | +0.1% | +1.06% | 加仓 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -1.71% | 减仓 |
| 34 | WMT | Walmart Inc | 0% | +6.72% | 加仓 |
| 35 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +3.01% | 加仓 |
| 36 | TCAF | T Rowe Prc Cap Appreciation | 0% | +2.47% | 加仓 |
| 37 | QQQ | Invesco Qqq Trust Series 1 | — | -5.02% | 减仓 |
| 38 | LGRO | Level Four Large Cap Growth | -0.1% | -6.80% | 减仓 |
| 39 | FIS | Fidelity National Info Serv | -0.1% | -94.07% | 减仓 |
| 40 | CTSH | Cognizant Tech Solutions-a | -0.1% | EXIT | 清仓 |
| 41 | DINO | Hf Sinclair CORP | -0.2% | EXIT | 清仓 |
| 42 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -34.87% | 减仓 |
| 43 | MSCI | Msci Inc | -0.2% | EXIT | 清仓 |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | EXIT | 清仓 |
| 45 | IWD | Ishares Russell 1000 Value E | -0.3% | -80.97% | 减仓 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.3% | -17.96% | 减仓 |
| 47 | CAG | Conagra Brands Inc | -0.3% | -0.09% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | -5.11% | 减仓 |
| 49 | CVS | Cvs Health CORP | -0.4% | -93.74% | 减仓 |
| 50 | AAPL | Apple Inc | -0.7% | +2.19% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Level Four Advisory Services, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$35.4亿，共申报了 784 个公开持股仓位。
在 Q2 2025 季度，Level Four Advisory Services, LLC 按市值排列的前三大核心持股分别为：AAPL (3.9%)、LGRO (2.9%)、MSFT (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.9% 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
SMTH
市值: US$3287.2万
本季最大获利了结 / 清仓标的
MSCI
前期市值: US$588.2万
在 Q2 2025 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 30 个仓位、减仓 12 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SMTH。 本季清仓仓位包含 MSCI。
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。