13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001686988
申報總市值
US$9.6億
US$9.6億
248 檔
8.6%
在 Q4 2024 的 13F 官方備案中，L2 Asset Management, LLC 管理的美股投資組合規模來到 US$9.6億，整體持股檔數為 248 檔。
在 Q4 2024 期間，L2 Asset Management, LLC 展現了靈活的資產再平衡步調，透過出清 21 檔弱勢或達到目標價部位，將資金轉置於 38 檔新建倉標的之中。
在資產配置集中度方面，L2 Asset Management, LLC 的前 5 大核心持股（包含 SGOV, AAPL, SCHI 等）合計佔整體申報市值的 8.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 248 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 6.08% | -2.19% | — | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.25% | +0.51% | -26.74% | |
| 3 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資等級公司債 | 3.00% | -1.26% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | +0.22% | -21.73% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.75% | -0.12% | +3.58% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | +0.69% | -3.34% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.03% | +1.98% | — | |
| 8 | MTBA | Simplify Mbs ETF | ETF-其他 | 2.01% | -1.13% | — | |
| 9 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.96% | — | +11.69% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.94% | -1.06% | — | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.79% | +0.04% | +7.15% | |
| 12 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.78% | -0.08% | -15.53% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.76% | +0.32% | -27.64% | |
| 14 | LOGI | Logitech International S.A. | 股票-科技 | 1.49% | +0.14% | +26.60% | |
| 15 | NTAP | Netapp Inc | 股票-科技 | 1.49% | +0.52% | +15.53% | |
| 16 | RL | Ralph Lauren CORP | 股票-循環性消費 | 1.42% | +0.08% | -1.37% | |
| 17 | CPAY | Corpay Inc | 股票-科技 | 1.33% | -0.10% | -7.93% | |
| 18 | SYF | Synchrony Financial | 股票-金融 | 1.32% | +0.14% | -15.45% | |
| 19 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.32% | +0.41% | +6.65% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | +0.12% | +23.26% | |
| 21 | APP | Applovin Corp-class A | 股票-科技 | 1.29% | +0.03% | -74.55% | |
| 22 | EBAY | Ebay Inc | 股票-循環性消費 | 1.27% | +0.01% | -5.31% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.26% | -0.08% | -1.17% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 1.18% | +0.32% | +5.23% | |
| 25 | OC | Owens Corning | 股票-工業 | 1.15% | — | -21.38% | |
| 26 | DFSEUR | Discover Financial Services | 股票-其他 | 1.09% | — | -0.24% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 1.01% | +1.23% | +49.94% | |
| 28 | SCYB | Schwab High Yield Bond ETF | ETF-非投資等級債 | 1.00% | -0.51% | — | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.99% | -0.54% | — | |
| 30 | ✓ | 股票-其他 | 0.98% | — | — | ||
| 31 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 0.97% | — | — | |
| 32 | AXP | American Express Co | 股票-金融 | 0.97% | +0.03% | -1.15% | |
| 33 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.97% | -0.43% | — | |
| 34 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.97% | +0.20% | -0.65% | |
| 35 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.96% | -0.19% | +25.68% | |
| 36 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.95% | -0.01% | +23.55% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | +0.29% | -1.20% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.30% | -4.35% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.84% | +0.02% | +9.04% | |
| 40 | HO1 | Hologic Inc | 股票-其他 | 0.83% | -0.55% | EXIT | |
| 41 | OMC | Omnicom Group | 股票-通訊服務 | 0.82% | — | +6.45% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.30% | -21.75% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | +0.30% | -12.16% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.16% | -0.08% | |
| 45 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.72% | -0.04% | +19.59% | |
| 46 | FLEX | Flex Ltd. | 股票-科技 | 0.72% | +0.13% | +120.16% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.72% | +0.12% | +1.53% | |
| 48 | JBL | Jabil Inc | 股票-科技 | 0.71% | +0.10% | +61.38% | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.71% | +0.01% | -11.41% | |
| 50 | COR | Cencora Inc | 股票-醫療保健 | 0.68% | -0.03% | +80.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +6.1% | NEW | 新建倉 |
| 2 | SCHI | Schwab 5-10 Year Corporate B | +3% | NEW | 新建倉 |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +2% | NEW | 新建倉 |
| 4 | MTBA | Simplify Mbs ETF | +2% | NEW | 新建倉 |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +1.9% | NEW | 新建倉 |
| 6 | SCYB | Schwab High Yield Bond ETF | +1% | NEW | 新建倉 |
| 7 | VWOB | Vanguard Emerg Mkts Gov Bnd | +1% | NEW | 新建倉 |
| 8 | ✓ | +1% | NEW | 新建倉 | |
| 9 | PFXF | Vaneck Pref Sec X-financials | +1% | NEW | 新建倉 |
| 10 | SCHQ | Schwab Long-term US Treasury | +1% | NEW | 新建倉 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | NEW | 新建倉 |
| 12 | FLEX | Flex Ltd. | +0.4% | +120.16% | 加碼 |
| 13 | WMT | Walmart Inc | +0.4% | NEW | 新建倉 |
| 14 | PG | Procter & Gamble Co/the | +0.3% | +775.34% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.3% | NEW | 新建倉 |
| 16 | COKE | Coca-cola Consolidated Inc | +0.3% | NEW | 新建倉 |
| 17 | FOXA | Fox CORP - Class A | +0.3% | NEW | 新建倉 |
| 18 | CF | Cf Industries Holdings Inc | +0.3% | +163.06% | 加碼 |
| 19 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 20 | SWKS | Skyworks Solutions Inc | +0.3% | NEW | 新建倉 |
| 21 | JBL | Jabil Inc | +0.3% | +61.38% | 加碼 |
| 22 | ETSY | Etsy Inc | +0.2% | NEW | 新建倉 |
| 23 | BBY | Best Buy Co Inc | +0.2% | +208.34% | 加碼 |
| 24 | COR | Cencora Inc | +0.2% | +80.17% | 加碼 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +279.25% | 加碼 |
| 26 | HO1 | Hologic Inc | +0.2% | +84.11% | 加碼 |
| 27 | NXPI | NXP Semiconductors N.V. | +0.2% | +188.89% | 加碼 |
| 28 | ALV | Autoliv Inc | +0.2% | +150.88% | 加碼 |
| 29 | TSLA | Tesla Inc | +0.2% | -1.20% | 減碼 |
| 30 | GEN | Gen Digital Inc | +0.2% | NEW | 新建倉 |
| 31 | STLA | Stellantis N.V. | +0.2% | +197.54% | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | +0.2% | +23.26% | 加碼 |
| 33 | GE | General Electric | +0.2% | NEW | 新建倉 |
| 34 | DELL | Dell Technologies -c | +0.1% | +49.94% | 加碼 |
| 35 | WSM | Williams-sonoma Inc | +0.1% | +23.55% | 加碼 |
| 36 | LVS | Las Vegas Sands CORP | +0.1% | +104.10% | 加碼 |
| 37 | FTI | TechnipFMC plc | +0.1% | NEW | 新建倉 |
| 38 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 39 | SLB | Slb LTD | +0.1% | +221.00% | 加碼 |
| 40 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 41 | FANG | Diamondback Energy Inc | +0.1% | NEW | 新建倉 |
| 42 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 43 | KMB | Kimberly-clark CORP | +0.1% | +100.76% | 加碼 |
| 44 | KR | Kroger Co | +0.1% | NEW | 新建倉 |
| 45 | SCHR | Schwab Intermediate-term US | +0.1% | NEW | 新建倉 |
| 46 | WFC | Wells Fargo & Co | +0.1% | +9.04% | 加碼 |
| 47 | VLO | Valero Energy CORP | +0.1% | +143.65% | 加碼 |
| 48 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.13% | 加碼 |
| 49 | PM | Philip Morris International | +0.1% | +135.35% | 加碼 |
| 50 | GIS | General Mills Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，L2 Asset Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$9.6億，共申報了 248 個公開持股部位。
在 Q4 2024 季度，L2 Asset Management, LLC 按市值排列的前三大核心持股分別為：SGOV (6.1%)、AAPL (3.3%)、SCHI (3.0%)。其中最大持股部位 SGOV 佔據整體投資組合約 6.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SGOV
市值: US$2795.7萬
本季最大獲利了結 / 清倉標的
SCHX
前期市值: US$827.2萬
在 Q4 2024 季度中，L2 Asset Management, LLC 共進行了 200 項持倉異動，包含新建倉 38 個部位、加碼 50 個部位、減碼 91 個部位以及清倉 21 個部位。 其中最大新建倉標的為 SGOV。 本季清倉部位包含 SCHX。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。