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
842 檔
12.7%
Level Four Advisory Services, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$35.4亿，分散于 842 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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 27 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, MSFT 等）合计占整体申报市值的 12.7%，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 842 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 | 4.43% | — | -0.53% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-大型股与成长 | 3.57% | +0.26% | +13.73% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.05% | +4.50% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.43% | +0.26% | -0.48% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.84% | +0.01% | +7.57% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.08% | +2.38% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.65% | +0.08% | -8.80% | |
| 8 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.45% | -0.11% | +21.08% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.35% | +0.01% | +12.40% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.10% | +0.96% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.25% | -0.06% | +2.11% | |
| 12 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.14% | -0.14% | +2.91% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.05% | -0.15% | -4.01% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.01% | +1.26% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.00% | -0.06% | +0.33% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.99% | +0.02% | +2.04% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.95% | +0.02% | +3.73% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.12% | +3.26% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | -0.17% | +15.96% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +1.04% | -20.20% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.66% | -0.15% | +3.84% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.66% | -0.01% | -7.69% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.63% | +0.05% | -0.29% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.61% | +0.13% | +656.28% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.07% | -0.45% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | -0.31% | -24.91% | |
| 27 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.57% | -0.04% | +2.93% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.56% | +0.04% | -3.12% | |
| 29 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.55% | -0.13% | +0.24% | |
| 30 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.53% | -0.06% | -17.66% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | -0.01% | +14.52% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.03% | +6.87% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.03% | +20.54% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.06% | +4.49% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.47% | -0.09% | +1.50% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.47% | -0.05% | +2.46% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.46% | -0.03% | +2.45% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.46% | +0.04% | -23.89% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.46% | -0.05% | +0.48% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.43% | +0.13% | +13.54% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | +0.01% | -1.66% | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | 0.43% | -0.05% | +1.47% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | +0.01% | -0.68% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.42% | +0.29% | +11.96% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.39% | +0.10% | +97.92% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.39% | -0.11% | +3.39% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.39% | +0.02% | +7.71% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.38% | -0.04% | -15.14% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | +0.08% | +91.52% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | +0.09% | +6.03% |
| # | 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 | +0.5% | +656.28% | 加仓 |
| 2 | LGRO | Level Four Large Cap Growth | +0.4% | +13.73% | 加仓 |
| 3 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +21.08% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.80% | 减仓 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.2% | +123.57% | 加仓 |
| 6 | EFA | Ishares Msci Eafe ETF | +0.2% | +91.52% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.2% | -20.20% | 减仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +20.54% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +0.2% | +45.87% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +7.57% | 加仓 |
| 11 | PAAA | Pgim Aaa Clo ETF | +0.1% | +85.28% | 加仓 |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | +613.37% | 加仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.40% | 加仓 |
| 14 | RAL | Ralliant CORP | +0.1% | +492.03% | 加仓 |
| 15 | SNDK | Sandisk CORP | +0.1% | +43.48% | 加仓 |
| 16 | TWLO | Twilio Inc - A | +0.1% | +8.20% | 加仓 |
| 17 | CPRT | Copart Inc | +0.1% | +340.13% | 加仓 |
| 18 | LLY | Eli Lilly & Co | +0.1% | +13.43% | 加仓 |
| 19 | VO | Vanguard Mid-cap ETF | +0.1% | +56.75% | 加仓 |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.96% | 加仓 |
| 21 | AAPL | Apple Inc | +0.1% | -0.53% | 减仓 |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +11.96% | 加仓 |
| 23 | IAU | Ishares Gold Trust | +0.1% | +54.44% | 加仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.52% | 加仓 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +4.49% | 加仓 |
| 26 | WMT | Walmart Inc | 0% | +3.84% | 加仓 |
| 27 | AVGO | Broadcom Inc | 0% | +0.96% | 加仓 |
| 28 | OC | Owens Corning | -0.1% | -36.25% | 减仓 |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | -0.1% | -67.41% | 减仓 |
| 30 | OXY | Occidental Petroleum CORP | -0.1% | -26.40% | 减仓 |
| 31 | ROP | Roper Technologies Inc | -0.1% | -33.19% | 减仓 |
| 32 | UBER | Uber Technologies Inc | -0.1% | +1.47% | 加仓 |
| 33 | MS | Morgan Stanley | -0.1% | -23.89% | 减仓 |
| 34 | VEA | Vanguard Ftse Developed ETF | -0.1% | -68.86% | 减仓 |
| 35 | LW | Lamb Weston Holdings Inc | -0.1% | +0.01% | 加仓 |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +3.26% | 加仓 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -41.10% | 减仓 |
| 38 | URI | United Rentals Inc | -0.1% | -71.26% | 减仓 |
| 39 | PYPL | Paypal Holdings Inc | -0.1% | -29.91% | 减仓 |
| 40 | GLD | Spdr Gold Shares | -0.1% | -24.91% | 减仓 |
| 41 | BLK | Blackrock Inc | -0.2% | -28.05% | 减仓 |
| 42 | GBIL | Goldman Sachs Access Treasur | -0.2% | -17.66% | 减仓 |
| 43 | HD | Home Depot Inc | -0.2% | -15.14% | 减仓 |
| 44 | SNOW | Snowflake Inc | -0.2% | -33.82% | 减仓 |
| 45 | LRCX | Lam Research CORP | -0.2% | -50.76% | 减仓 |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | 新建仓 |
| 47 | IJUL | Innovator International Deve | — | NEW | 新建仓 |
| 48 | BTAL | Agf US Market Neutral Anti-b | — | EXIT | 清仓 |
| 49 | MDB | Mongodb Inc | — | NEW | 新建仓 |
| 50 | FENI | Fidelity Enhanced Intl ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Level Four Advisory Services, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$35.4亿，共申报了 842 个公开持股仓位。
在 Q4 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 (4.4%)、LGRO (3.6%)、MSFT (2.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.4% 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
NEAR
市值: US$635.6万
本季最大获利了结 / 清仓标的
BTAL
前期市值: US$574.1万
在 Q4 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 27 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 NEAR。 本季清仓仓位包含 BTAL。
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。