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: 0001455845
申报总市值
US$7.4亿
US$7.4亿
134 檔
26.3%
在 Q4 2024 的 13F 官方备案中，LS Investment Advisors, LLC 管理的美股投资组合规模来到 US$7.4亿，整体持股档数为 134 档。
LS Investment Advisors, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 4 档并减仓 21 档标的。
在资产配置集中度方面，LS Investment Advisors, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOG 等）合计占整体申报市值的 26.3%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 11.84% | +0.36% | -1.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.25% | -0.36% | +0.65% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.50% | +0.66% | +0.60% | |
| 4 | FISV | Fiserv Inc | 股票-其他 | 3.55% | -0.02% | -0.58% | |
| 5 | HD | Home Depot Inc | 股票-周期性消费 | 3.33% | -0.12% | -0.05% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.24% | +0.04% | -2.69% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.60% | +0.22% | +1.85% | |
| 8 | ECL | Ecolab Inc | 股票-原材料 | 2.36% | -0.13% | +0.24% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.26% | -1.01% | -1.03% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.22% | -0.47% | -1.53% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.14% | -0.16% | +0.11% | |
| 12 | BLK | Blackrock Inc | 股票-金融 | 2.11% | -0.12% | — | |
| 13 | GWW | Ww Grainger Inc | 股票-工业 | 2.08% | +0.21% | +0.04% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 2.02% | +1.04% | -1.12% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 2.00% | -0.11% | -0.43% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.92% | +0.33% | +0.39% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.90% | +0.28% | -0.73% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.82% | +0.05% | -0.34% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.71% | +0.12% | +5.75% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.71% | -1.14% | -0.46% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | -0.02% | +3.83% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | +0.06% | +6.81% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.59% | -0.04% | -0.82% | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 1.48% | -0.19% | -3.39% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.44% | -0.23% | +0.35% | |
| 26 | CSX | Csx CORP | 股票-工业 | 1.40% | +0.01% | -0.29% | |
| 27 | LIN | Linde plc | 股票-原材料 | 1.33% | -0.10% | +1.31% | |
| 28 | EG | Everest Group, Ltd. | 股票-金融 | 1.28% | -0.01% | +1.59% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.27% | -0.20% | +3.06% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.25% | -0.06% | -2.03% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.08% | +0.81% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | -0.02% | +0.32% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.15% | -0.10% | +3.63% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.10% | -0.40% | -1.82% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.15% | +10.71% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.05% | -0.18% | +4.75% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | — | -1.21% | |
| 38 | WM | Waste Management Inc | 股票-工业 | 0.82% | -0.12% | +0.31% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.58% | -0.13% | +0.77% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.56% | +0.02% | +23.23% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.27% | +0.16% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.02% | +2.68% | |
| 43 | DFSEUR | Discover Financial Services | 股票-其他 | 0.53% | — | — | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.47% | -0.07% | +6.78% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | — | +0.11% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +10.26% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.40% | -0.17% | -51.99% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.36% | +0.42% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | -0.13% | -1.18% | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 0.37% | -0.10% | -30.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.1% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +0.7% | +1.85% | 加仓 |
| 3 | AAPL | Apple Inc | +0.6% | -1.14% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.60% | 加仓 |
| 5 | FISV | Fiserv Inc | +0.4% | -0.58% | 减仓 |
| 6 | V | Visa Inc-class A Shares | +0.3% | -2.69% | 减仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +6.81% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.73% | 减仓 |
| 9 | WMT | Walmart Inc | +0.2% | -1.53% | 减仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.71% | 加仓 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +3.63% | 加仓 |
| 12 | EMR | Emerson Electric Co | +0.2% | -0.82% | 减仓 |
| 13 | BAC | Bank Of America CORP | +0.2% | -0.34% | 减仓 |
| 14 | USB | US Bancorp | +0.1% | +23.23% | 加仓 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.75% | 加仓 |
| 16 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +293.84% | 加仓 |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +269.42% | 加仓 |
| 18 | DFSEUR | Discover Financial Services | +0.1% | — | 不变 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +2.68% | 加仓 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +3.06% | 加仓 |
| 21 | ADP | Automatic Data Processing | +0.1% | +0.32% | 加仓 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +4.75% | 加仓 |
| 23 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +329.39% | 加仓 |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.83% | 加仓 |
| 25 | SYY | Sysco CORP | -0.1% | EXIT | 清仓 |
| 26 | ABBV | Abbvie Inc | -0.1% | -3.62% | 减仓 |
| 27 | RTX | Rtx CORP | -0.1% | +0.35% | 加仓 |
| 28 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -10.34% | 减仓 |
| 30 | UPS | United Parcel Service-cl B | -0.1% | -44.11% | 减仓 |
| 31 | EG | Everest Group, Ltd. | -0.1% | +1.59% | 加仓 |
| 32 | ROP | Roper Technologies Inc | -0.1% | -1.21% | 减仓 |
| 33 | NEE | Nextera Energy Inc | -0.1% | +0.77% | 加仓 |
| 34 | CB | Chubb Limited | -0.1% | +0.11% | 加仓 |
| 35 | XLE | Ss Energy Select Sector | -0.1% | -3.39% | 减仓 |
| 36 | CSX | Csx CORP | -0.1% | -0.29% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.1% | +0.65% | 加仓 |
| 38 | HD | Home Depot Inc | -0.2% | -0.05% | 减仓 |
| 39 | LIN | Linde plc | -0.2% | +1.31% | 加仓 |
| 40 | PEP | Pepsico Inc | -0.2% | -2.03% | 减仓 |
| 41 | CAT | Caterpillar Inc | -0.2% | -1.12% | 减仓 |
| 42 | QCOM | Qualcomm Inc | -0.2% | +0.39% | 加仓 |
| 43 | PFE | Pfizer Inc | -0.2% | -30.86% | 减仓 |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | -0.46% | 减仓 |
| 45 | VYMI | Vanguard Int High Dvd Yld In | -0.2% | -1.03% | 减仓 |
| 46 | ECL | Ecolab Inc | -0.2% | +0.24% | 加仓 |
| 47 | ELV | Elevance Health Inc | -0.5% | EXIT | 清仓 |
| 48 | DHR | Danaher CORP | -0.5% | -0.43% | 减仓 |
| 49 | MRK | Merck & Co. Inc. | -0.6% | -51.99% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，LS Investment Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$7.4亿，共申报了 134 个公开持股仓位。
在 Q4 2024 季度，LS Investment Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (11.8%)、MSFT (5.3%)、GOOG (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.8% 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$1441.1万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1337.0万
在 Q4 2024 季度中，LS Investment Advisors, LLC 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 21 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。