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
138 檔
28.6%
在 Q3 2025 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 138 档。
在 Q3 2025，LS Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 38 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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 28.6%，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 | 10.74% | +0.36% | -5.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.83% | -0.36% | -2.89% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.07% | +0.66% | -4.75% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 4.53% | -1.01% | +63.98% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.52% | +0.15% | -1.59% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 3.15% | -0.12% | -2.44% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.13% | +0.04% | -3.63% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.76% | +0.22% | -7.16% | |
| 9 | ECL | Ecolab Inc | 股票-原材料 | 2.49% | -0.13% | -3.29% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.06% | -1.64% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 2.36% | +1.04% | -7.13% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 2.24% | -0.47% | -4.84% | |
| 13 | BLK | Blackrock Inc | 股票-金融 | 2.23% | -0.12% | -0.61% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.18% | +0.28% | -6.61% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.99% | -0.18% | -0.27% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 1.98% | -0.02% | -8.85% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.91% | +0.05% | -3.89% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.81% | -0.16% | -8.38% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.79% | +0.33% | -8.58% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.78% | -0.23% | -3.23% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.77% | -0.02% | -2.64% | |
| 22 | GWW | Ww Grainger Inc | 股票-工业 | 1.66% | +0.21% | -5.76% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.63% | +0.12% | -6.41% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.56% | -1.14% | -4.74% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.53% | -0.04% | -1.99% | |
| 26 | LIN | Linde plc | 股票-原材料 | 1.33% | -0.10% | -4.14% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.26% | -0.10% | +3.21% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.21% | -0.40% | -0.81% | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 1.19% | -0.11% | -4.53% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.08% | -5.97% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 1.14% | -0.19% | -9.38% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.10% | -0.02% | -1.93% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.05% | -0.20% | -11.94% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 0.92% | — | +4.60% | |
| 35 | WM | Waste Management Inc | 股票-工业 | 0.83% | -0.12% | -0.38% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.68% | -0.01% | -0.18% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | -0.08% | +4.57% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.58% | -0.13% | -1.77% | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.55% | -0.07% | -4.84% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.27% | -10.81% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.44% | +0.02% | -17.07% | |
| 42 | AZO | Autozone Inc | 股票-周期性消费 | 0.42% | -0.05% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | -0.06% | -32.59% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.39% | -0.17% | -6.68% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.37% | — | -10.73% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | -0.06% | -6.97% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | -0.13% | +1.88% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.36% | -3.61% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.32% | — | +5.24% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.32% | +0.03% | -4.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VYMI | Vanguard Int High Dvd Yld In | +2.1% | +63.98% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1.3% | -4.75% | 减仓 |
| 3 | NVDA | Nvidia CORP | +1.2% | -1.59% | 减仓 |
| 4 | AVGO | Broadcom Inc | +1.1% | -7.16% | 减仓 |
| 5 | MSFT | Microsoft CORP | +1% | -2.89% | 减仓 |
| 6 | COF | Capital One Financial CORP | +0.6% | -0.18% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | -6.61% | 减仓 |
| 8 | CAT | Caterpillar Inc | +0.4% | -7.13% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -0.27% | 减仓 |
| 10 | BLK | Blackrock Inc | +0.2% | -0.61% | 减仓 |
| 11 | RTX | Rtx CORP | +0.2% | -3.23% | 减仓 |
| 12 | BAC | Bank Of America CORP | +0.1% | -3.89% | 减仓 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +3.21% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +25.70% | 加仓 |
| 15 | TSLA | Tesla Inc | +0.1% | +37.14% | 加仓 |
| 16 | EMR | Emerson Electric Co | +0.1% | -1.99% | 减仓 |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +4.57% | 加仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.69% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -1.64% | 减仓 |
| 20 | WMT | Walmart Inc | 0% | -4.84% | 减仓 |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | -6.41% | 减仓 |
| 22 | HD | Home Depot Inc | -0.1% | -2.44% | 减仓 |
| 23 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.64% | 减仓 |
| 24 | KVUE | Kenvue Inc | -0.1% | -29.43% | 减仓 |
| 25 | AAPL | Apple Inc | -0.1% | -5.06% | 减仓 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -71.01% | 减仓 |
| 27 | KMB | Kimberly-clark CORP | -0.1% | -32.48% | 减仓 |
| 28 | ECL | Ecolab Inc | -0.1% | -3.29% | 减仓 |
| 29 | AMGN | Amgen Inc | -0.1% | +4.12% | 减仓 |
| 30 | PEP | Pepsico Inc | -0.1% | -18.59% | 减仓 |
| 31 | CVX | Chevron CORP | -0.2% | -10.81% | 减仓 |
| 32 | ADP | Automatic Data Processing | -0.2% | -1.93% | 减仓 |
| 33 | ROP | Roper Technologies Inc | -0.2% | +4.60% | 加仓 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.2% | -83.59% | 减仓 |
| 35 | DHR | Danaher CORP | -0.2% | -4.53% | 减仓 |
| 36 | SHW | Sherwin-williams Co/the | -0.3% | -4.74% | 减仓 |
| 37 | COST | Costco Wholesale CORP | -0.3% | -11.94% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.97% | 减仓 |
| 39 | JPM | Jpmorgan Chase & Co | -0.3% | -66.86% | 减仓 |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -32.59% | 减仓 |
| 41 | GWW | Ww Grainger Inc | -0.4% | -5.76% | 减仓 |
| 42 | XLE | Ss Energy Select Sector | -0.4% | -9.38% | 减仓 |
| 43 | CB | Chubb Limited | -0.6% | -8.38% | 减仓 |
| 44 | V | Visa Inc-class A Shares | -0.6% | -3.63% | 减仓 |
| 45 | EG | Everest Group, Ltd. | -1.2% | -86.93% | 减仓 |
| 46 | FISV | Fiserv Inc | -2% | -8.85% | 减仓 |
| 47 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
| 48 | ELV | Elevance Health Inc | — | NEW | 新建仓 |
| 49 | CINF | Cincinnati Financial CORP | — | NEW | 新建仓 |
| 50 | VNQ | Vanguard Real Estate ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，LS Investment Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$7.4亿，共申报了 138 个公开持股仓位。
在 Q3 2025 季度，LS Investment Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (10.7%)、MSFT (5.8%)、GOOG (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.7% 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
ELV
市值: US$101.8万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$353.9万
在 Q3 2025 季度中，LS Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 8 个仓位、减仓 38 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ELV。 本季清仓仓位包含 DFSEUR。
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。