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: 0001307878
申報總市值
US$7.7億
US$7.7億
146 檔
12.1%
Q4 2024 季度申報顯示，Laffer Tengler Investments, Inc. 揭露的美股組合總市值為 US$7.7億，涵蓋 146 個不同之權益投資部位。
在 Q4 2024，Laffer Tengler Investments, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 6 個新部位，並對 24 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Laffer Tengler Investments, Inc. 的前 5 大持股（包含 AVGO, MSFT, AXP）貢獻了組合市值的 12.1%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.61% | +0.22% | +3.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.70% | -0.34% | +24.36% | |
| 3 | AXP | American Express Co | 股票-金融 | 3.73% | +0.34% | +13.50% | |
| 4 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.46% | +0.22% | +17.07% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 3.37% | -0.55% | +17.24% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | -0.02% | +13.51% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.88% | — | -41.47% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.77% | +0.23% | +16.21% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.59% | -0.15% | +5.35% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.55% | +0.06% | +13.89% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.44% | +0.12% | +17.84% | |
| 12 | EMR | Emerson Electric Co | 股票-工業 | 2.25% | -0.03% | +22.54% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.19% | -0.01% | -3.68% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 2.12% | -0.26% | +18.37% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 2.09% | -0.16% | +14.18% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.46% | -7.01% | |
| 17 | CARR | Carrier Global CORP | 股票-工業 | 2.05% | +0.21% | +22.19% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.94% | -0.11% | +16.95% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.80% | +1.02% | +133.58% | |
| 20 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.78% | -0.08% | +24.17% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | -0.13% | -10.45% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 1.71% | +1.26% | — | |
| 23 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.62% | -0.11% | +21.47% | |
| 24 | EOG | Eog Resources Inc | 股票-能源 | 1.60% | -0.85% | EXIT | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.58% | — | +17.79% | |
| 26 | DELL | Dell Technologies -c | 股票-科技 | 1.43% | — | +5.64% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.42% | +0.18% | +21.03% | |
| 28 | LHX | L3harris Technologies Inc | 股票-工業 | 1.38% | -0.44% | +21.64% | |
| 29 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.31% | — | +24.18% | |
| 30 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.30% | -0.20% | +61.43% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.26% | -0.21% | +14.21% | |
| 32 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.22% | — | +11.65% | |
| 33 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 1.16% | -0.05% | -1.82% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 1.07% | -0.81% | EXIT | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.71% | +25.97% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 1.05% | +0.01% | -7.07% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.98% | -0.15% | +39.56% | |
| 38 | PLD | Prologis Inc | 股票-房地產 | 0.96% | -0.07% | +21.44% | |
| 39 | PWR | Quanta Services Inc | 股票-工業 | 0.95% | +0.11% | +15.20% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.93% | -0.12% | +15.22% | |
| 41 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.91% | -0.06% | +2.66% | |
| 42 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.90% | -0.08% | +2.80% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | -0.02% | +8.21% | |
| 44 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 0.72% | -0.05% | — | |
| 45 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.70% | +0.33% | +3.10% | |
| 46 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 0.70% | -0.06% | — | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.67% | +0.46% | +23.16% | |
| 48 | EQIX | Equinix Inc | 股票-房地產 | 0.62% | — | +9.61% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 0.59% | -0.08% | +8.58% | |
| 50 | PSN 0.25 08-15-25債券 | Parsons CORP | 債券 | 0.59% | — | +2.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.7% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1.5% | +3.65% | 加碼 |
| 3 | GS | Goldman Sachs Group Inc | +0.8% | +17.07% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | +24.36% | 加碼 |
| 5 | WMT | Walmart Inc | +0.7% | +17.24% | 加碼 |
| 6 | BA 6 10-15-27債券 | Boeing Co/the | +0.7% | NEW | 新建倉 |
| 7 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | +0.7% | NEW | 新建倉 |
| 8 | JPM | Jpmorgan Chase & Co | +0.7% | +13.51% | 加碼 |
| 9 | AXP | American Express Co | +0.6% | +13.50% | 加碼 |
| 10 | SPOT | Spotify Technology S.A. | +0.6% | +61.43% | 加碼 |
| 11 | EMR | Emerson Electric Co | +0.6% | +22.54% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.6% | +17.84% | 加碼 |
| 13 | CSWC 5.125 11-15-29債券 | Capital Southwest CORP | +0.6% | NEW | 新建倉 |
| 14 | NOW | Servicenow Inc | +0.5% | +14.18% | 加碼 |
| 15 | BAM | Brookfield Asset Mgmt-a | +0.5% | +24.17% | 加碼 |
| 16 | EOG | Eog Resources Inc | +0.4% | +41.55% | 加碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建倉 |
| 18 | IWD | Ishares Russell 1000 Value E | +0.4% | NEW | 新建倉 |
| 19 | PANW | Palo Alto Networks Inc | +0.3% | +133.58% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.3% | -7.07% | 減碼 |
| 21 | NVDA | Nvidia CORP | +0.3% | +25.97% | 加碼 |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.3% | +24.18% | 加碼 |
| 23 | HD | Home Depot Inc | +0.2% | +16.21% | 加碼 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +23.16% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.2% | -3.68% | 減碼 |
| 26 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.2% | -1.82% | 減碼 |
| 27 | RTX | Rtx CORP | +0.2% | +18.37% | 加碼 |
| 28 | COST | Costco Wholesale CORP | +0.2% | +14.21% | 加碼 |
| 29 | MCD | Mcdonald's CORP | +0.2% | +16.95% | 加碼 |
| 30 | PWR | Quanta Services Inc | +0.2% | +15.20% | 加碼 |
| 31 | SBUX | Starbucks CORP | +0.1% | +21.03% | 加碼 |
| 32 | PLTR | Palantir Technologies Inc-a | -0.2% | -88.18% | 減碼 |
| 33 | HTLFEUR | Heartland Financial USA Inc | -0.2% | EXIT | 清倉 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | EXIT | 清倉 |
| 35 | WM | Waste Management Inc | -0.2% | -80.62% | 減碼 |
| 36 | CVX | Chevron CORP | -0.3% | -7.01% | 減碼 |
| 37 | PH | Parker Hannifin CORP | -0.3% | EXIT | 清倉 |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.3% | EXIT | 清倉 |
| 39 | JAZZ | Jazz Pharmaceuticals plc | -0.3% | EXIT | 清倉 |
| 40 | ETN | Eaton Corporation plc | -0.4% | EXIT | 清倉 |
| 41 | MSI | Motorola Solutions Inc | -0.4% | -89.25% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.5% | -10.45% | 減碼 |
| 43 | ADBE | Adobe Inc | -0.6% | -53.52% | 減碼 |
| 44 | NMFC 7.5 10-15-25債券 | New Mountain Finance Cor | -0.6% | +3.45% | 加碼 |
| 45 | BXMT 5.5 03-15-27債券 | Blackstone Mortgage Tr | -0.6% | +2.47% | 加碼 |
| 46 | LMT | Lockheed Martin CORP | -0.8% | -82.79% | 減碼 |
| 47 | PEP | Pepsico Inc | -1% | -91.72% | 減碼 |
| 48 | LRCXEUR | Lam Research CORP | -1.8% | EXIT | 清倉 |
| 49 | AAPL | Apple Inc | -1.8% | -41.47% | 減碼 |
| 50 | USB | US Bancorp | -2.3% | -86.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Laffer Tengler Investments, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$7.7億，共申報了 146 個公開持股部位。
在 Q4 2024 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分別為：AVGO (5.6%)、MSFT (4.7%)、AXP (3.7%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.6% 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
LRCX
市值: US$767.3萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$773.2萬
在 Q4 2024 季度中，Laffer Tengler Investments, Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 24 個部位、減碼 13 個部位以及清倉 7 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。