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: 0001720969
申報總市值
US$10.7億
US$10.7億
410 檔
28.3%
在 Q4 2024 申報期間，Legacy Advisors, LLC（CIK: 0001720969）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.7億，共持有 410 個公開申報部位。
Legacy Advisors, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 32 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Legacy Advisors, LLC 的前 5 大核心持股（包含 MTZ, VERX, JGRW 等）合計佔整體申報市值的 28.3%，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 410 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 | MTZ | Mastec Inc | 股票-工業 | 10.81% | +1.27% | +10.65% | |
| 2 | VERX | Vertex Inc - Class A | 股票-其他 | 7.24% | -0.44% | -35.38% | |
| 3 | JGRW | Jensen Quality Growth ETF | ETF-其他 | 4.33% | — | +5368.55% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.19% | +0.40% | +16.54% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.84% | -0.34% | +3.34% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.11% | +7.87% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.29% | +0.41% | +6.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.21% | -0.11% | +3.91% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.20% | -1.64% | -9.34% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.10% | -0.20% | +3.53% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.96% | -0.29% | -1.03% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.86% | +0.12% | +9.13% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.22% | +26.94% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.46% | +0.29% | +2.84% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.18% | +0.22% | +0.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.19% | +6.59% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | +3.50% | +7.27% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.96% | -0.09% | +0.01% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.94% | -0.11% | +0.04% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | +0.02% | +12.53% | |
| 21 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.88% | -0.26% | +0.12% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.01% | +16.38% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.80% | -0.10% | — | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.80% | -0.04% | +4.44% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.14% | -9.98% | |
| 26 | UBER | Uber Technologies Inc | 股票-工業 | 0.69% | -0.12% | +2.17% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.01% | +6.14% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.61% | +0.02% | -0.27% | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.58% | -0.04% | -0.92% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.56% | — | +3.33% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.03% | +5.31% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | -0.13% | -0.45% | |
| 33 | FULT | Fulton Financial CORP | 股票-金融 | 0.53% | -0.03% | — | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | -0.14% | +1.42% | |
| 35 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.49% | -0.14% | -0.16% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.48% | +0.11% | +53.56% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | -0.06% | +3.34% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | +0.05% | -16.77% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.47% | +0.09% | +0.45% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | -0.02% | -1.46% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.07% | +1.82% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.01% | +12.42% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.41% | — | +5.31% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.39% | +0.05% | NEW | |
| 45 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.37% | -0.02% | EXIT | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | -0.02% | -9.35% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.37% | -0.10% | +15.77% | |
| 48 | EFX | Equifax Inc | 股票-工業 | 0.36% | -0.05% | +1.81% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | -0.06% | -1.19% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | — | -4.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JGRW | Jensen Quality Growth ETF | +4.2% | +5368.55% | 加碼 |
| 2 | MTZ | Mastec Inc | +1% | +10.65% | 加碼 |
| 3 | AAPL | Apple Inc | +0.5% | +16.54% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +26.94% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.3% | +4.44% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +9.13% | 加碼 |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +53.56% | 加碼 |
| 8 | MCO | Moody's CORP | +0.1% | +176.37% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +16.38% | 加碼 |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +122.67% | 加碼 |
| 11 | VRSK | Verisk Analytics Inc | +0.1% | +61.98% | 加碼 |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建倉 |
| 13 | MSCI | Msci Inc | +0.1% | +155.19% | 加碼 |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +473.55% | 加碼 |
| 15 | AZO | Autozone Inc | +0.1% | NEW | 新建倉 |
| 16 | AVGO | Broadcom Inc | +0.1% | +1.82% | 加碼 |
| 17 | CDNS | Cadence Design Sys Inc | +0.1% | +117.20% | 加碼 |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.1% | NEW | 新建倉 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.84% | 加碼 |
| 20 | RBLX | Roblox CORP -class A | +0.1% | -0.16% | 減碼 |
| 21 | CME | Cme Group Inc | +0.1% | +79.25% | 加碼 |
| 22 | APP | Applovin Corp-class A | +0.1% | -21.47% | 減碼 |
| 23 | CDW | Cdw Corp/de | +0.1% | +216.49% | 加碼 |
| 24 | WEX | Wex Inc | +0.1% | +398.09% | 加碼 |
| 25 | WRB | Wr Berkley CORP | +0.1% | NEW | 新建倉 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +12.42% | 加碼 |
| 27 | NFLX | Netflix Inc | +0.1% | +6.53% | 加碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.53% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +6.14% | 加碼 |
| 30 | DIS | Walt Disney Co/the | 0% | +6.39% | 加碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +7.27% | 加碼 |
| 32 | BALL | Ball CORP | -0.1% | EXIT | 清倉 |
| 33 | SBUX | Starbucks CORP | -0.1% | -34.05% | 減碼 |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +3.53% | 加碼 |
| 35 | NKE | Nike Inc -cl B | -0.1% | -19.29% | 減碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +3.91% | 加碼 |
| 37 | AVAV | Aerovironment Inc | -0.1% | -13.71% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.1% | -10.72% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.1% | +7.87% | 加碼 |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.2% | +6.12% | 加碼 |
| 41 | IWB | Ishares Russell 1000 ETF | -0.2% | +3.34% | 加碼 |
| 42 | KO | Coca-cola Co/the | -0.2% | -37.46% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -0.27% | 減碼 |
| 44 | BSY | Bentley Systems Inc-class B | -0.2% | +0.12% | 加碼 |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | EXIT | 清倉 |
| 46 | UBER | Uber Technologies Inc | -0.2% | +2.17% | 加碼 |
| 47 | LLY | Eli Lilly & Co | -0.3% | -16.77% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.3% | -9.98% | 減碼 |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.5% | -9.34% | 減碼 |
| 50 | VERX | Vertex Inc - Class A | -1.8% | -35.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Legacy Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.7億，共申報了 410 個公開持股部位。
在 Q4 2024 季度，Legacy Advisors, LLC 按市值排列的前三大核心持股分別為：MTZ (10.8%)、VERX (7.2%)、JGRW (4.3%)。其中最大持股部位 MTZ 佔據整體投資組合約 10.8% 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
BIL
市值: US$102.8萬
本季最大獲利了結 / 清倉標的
SGOV
前期市值: US$177.6萬
在 Q4 2024 季度中，Legacy Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BIL。 本季清倉部位包含 SGOV。
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。