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: 0000924181
申報總市值
US$27.4億
US$27.4億
502 檔
12.7%
根據最新整理的 13F 季度數據集，Leavell Investment Management, Inc. 於 Q2 2024 結束時的管理資產規模為 US$27.4億。該機構在本季度申報了 502 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2024 的申報異動，Leavell Investment Management, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 33 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MGC, AAPL）占據了總市值的 12.7%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 502 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 | NVDA | Nvidia CORP | 股票-科技 | 7.29% | +0.04% | +822.21% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 4.71% | +0.18% | +3.62% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.80% | +0.07% | -0.25% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.21% | -0.05% | +1.43% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.14% | +3.15% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.90% | +0.10% | +3.70% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.48% | +0.03% | -1.51% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.45% | +0.11% | +11.50% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.37% | +0.06% | +0.72% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.33% | +0.03% | +2.02% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.30% | — | +0.64% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.29% | -0.07% | -3.97% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.21% | -0.02% | -0.44% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | — | +10.59% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.13% | -0.11% | +7.55% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | +0.01% | +2.23% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.15% | +0.02% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | — | -0.26% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.87% | -0.09% | +1.50% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.86% | — | -0.10% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.86% | +0.04% | +5.07% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.84% | -0.03% | +21.11% | |
| 23 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.84% | +0.01% | -8.72% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | -0.07% | +2.28% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.01% | -1.00% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.79% | +0.06% | +10.66% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.76% | -0.03% | -6.75% | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 0.73% | -0.07% | +1.41% | |
| 29 | VMC | Vulcan Materials Co | 股票-原物料 | 0.73% | -0.04% | -5.53% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.01% | +3.57% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.02% | -1.00% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.19% | +5.65% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | +0.02% | -0.28% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | +0.05% | +3.96% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.64% | -0.01% | +0.08% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.63% | +0.02% | -4.17% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | -0.02% | -0.27% | |
| 38 | OKE | Oneok Inc | 股票-能源 | 0.61% | -0.08% | +3.82% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.57% | -0.07% | +33.47% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.57% | -0.11% | -0.59% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | — | +3.46% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.56% | -0.04% | +2.13% | |
| 43 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.55% | +0.01% | +4.54% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.53% | +0.09% | +1.81% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.04% | +4.68% | |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.53% | — | -11.77% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.13% | -7.14% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.52% | — | -2.74% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.02% | -1.69% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.51% | -0.02% | -6.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +822.21% | 加碼 |
| 2 | AAPL | Apple Inc | +0.4% | -0.25% | 減碼 |
| 3 | MGC | Vanguard Mega Cap ETF | +0.2% | +3.62% | 加碼 |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +3.70% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +11.50% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +0.02% | 加碼 |
| 7 | MBB | Ishares Mbs ETF | +0.1% | +33.47% | 加碼 |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +21.11% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.1% | +3.15% | 加碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +10.59% | 加碼 |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +115.39% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +10.66% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +5.65% | 加碼 |
| 14 | VGIT | Vanguard Intermediate-term T | +0.1% | +264.76% | 加碼 |
| 15 | LH | Labcorp Holdings Inc | +0.1% | NEW | 新建倉 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +67.63% | 加碼 |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +352.34% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.10% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.02% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +29.94% | 加碼 |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +27.77% | 加碼 |
| 22 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +15.89% | 加碼 |
| 23 | DCRE | Dbl Comm Real Est Debt | +0.1% | +35.46% | 加碼 |
| 24 | IQLT | Ishares Msci International Q | +0.1% | +116.17% | 加碼 |
| 25 | LLY | Eli Lilly & Co | 0% | +5.09% | 加碼 |
| 26 | VTV | Vanguard Value ETF | 0% | +49.95% | 加碼 |
| 27 | SCHO | Schwab Short-term US Treas | 0% | +7.55% | 加碼 |
| 28 | SO | Southern Co/the | 0% | +1.41% | 加碼 |
| 29 | VGT | Vanguard Info Tech ETF | 0% | +1.81% | 加碼 |
| 30 | QUAL | Ishares Msci USA Quality Fac | 0% | +13.52% | 加碼 |
| 31 | JUST | Goldman Sachs Just US Lrg | 0% | +4.54% | 加碼 |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +13.67% | 加碼 |
| 33 | NKE | Nike Inc -cl B | -0.1% | -1.48% | 減碼 |
| 34 | INTC | Intel CORP | -0.1% | -4.41% | 減碼 |
| 35 | CL | Colgate-palmolive Co | -0.1% | -24.97% | 減碼 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -9.48% | 減碼 |
| 37 | ✓ | Laboratory Corp. of America | -0.1% | EXIT | 清倉 |
| 38 | MCD | Mcdonald's CORP | -0.1% | +1.04% | 加碼 |
| 39 | CVX | Chevron CORP | -0.1% | -7.14% | 減碼 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -4.61% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.1% | -1.00% | 減碼 |
| 42 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | -11.77% | 減碼 |
| 43 | SCHM | Schwab US Mid Cap ETF | -0.1% | -4.17% | 減碼 |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -6.75% | 減碼 |
| 45 | HD | Home Depot Inc | -0.1% | -1.00% | 減碼 |
| 46 | CELH | Celsius Holdings Inc | -0.2% | +2.13% | 加碼 |
| 47 | VMC | Vulcan Materials Co | -0.2% | -5.53% | 減碼 |
| 48 | BX | Blackstone Inc | -0.2% | -3.97% | 減碼 |
| 49 | GPN | Global Payments Inc | -0.2% | -1.45% | 減碼 |
| 50 | GL | Globe Life Inc | -0.3% | -22.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Leavell Investment Management, Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$27.4億，共申報了 502 個公開持股部位。
在 Q2 2024 季度，Leavell Investment Management, Inc. 按市值排列的前三大核心持股分別為：NVDA (7.3%)、MGC (4.7%)、AAPL (2.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.3% 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
LH
市值: US$117.4萬
本季最大獲利了結 / 清倉標的
Laboratory Corp. of America
前期市值: US$125.4萬
在 Q2 2024 季度中，Leavell Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 32 個部位、減碼 16 個部位以及清倉 1 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 Laboratory Corp. of America。
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。