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: 0001723925
申報總市值
US$6.5億
US$6.5億
119 檔
36.3%
在 Q4 2024 的 13F 官方備案中，Legacy Financial Strategies, LLC 管理的美股投資組合規模來到 US$6.5億，整體持股檔數為 119 檔。
觀察 Q4 2024 的資金脈絡，Legacy Financial Strategies, LLC 在獲利結算 7 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SCHG, SCHB, AGG）累計市值佔比達 36.3%，是驅動 Legacy Financial Strategies, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 16.48% | +0.15% | +314.69% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 11.59% | +0.12% | +210.00% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.21% | -1.31% | +1.92% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.16% | -0.34% | +1.57% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 7.00% | -0.13% | +3.04% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 5.57% | +1.00% | +3.05% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.85% | -0.02% | +8.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.39% | +0.01% | -1.31% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.88% | -0.27% | +189.25% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.64% | -0.02% | -0.91% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.53% | -0.28% | -2.44% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | -0.02% | +3.27% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.10% | -0.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.02% | -0.01% | +11.55% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.00% | -0.08% | +4.48% | |
| 16 | BRO | Brown & Brown Inc | 股票-金融 | 0.91% | -0.12% | -3.79% | |
| 17 | AFL | Aflac Inc | 股票-金融 | 0.86% | -0.08% | -1.44% | |
| 18 | CTAS | Cintas CORP | 股票-工業 | 0.85% | -0.09% | -2.91% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 0.83% | +0.20% | -1.68% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | -0.03% | -0.08% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.13% | +3.65% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.79% | -0.07% | -1.01% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | -0.34% | +0.58% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | -0.02% | +0.43% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.72% | -0.18% | -3.03% | |
| 26 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.71% | -0.16% | +0.48% | |
| 27 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.71% | -0.14% | +0.01% | |
| 28 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.67% | -0.03% | +0.04% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 0.66% | -0.08% | +1.08% | |
| 30 | LIN | Linde plc | 股票-原物料 | 0.65% | -0.09% | -1.44% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.63% | -0.02% | -6.98% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.62% | -0.13% | +0.71% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.62% | -0.30% | EXIT | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.60% | -0.02% | +1.59% | |
| 35 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.56% | -0.04% | -0.99% | |
| 36 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.54% | — | -2.31% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.54% | -0.02% | +5.49% | |
| 38 | FAST | Fastenal Co | 股票-工業 | 0.46% | -0.08% | -4.67% | |
| 39 | TGT | Target CORP | 股票-循環性消費 | 0.45% | — | -10.36% | |
| 40 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.41% | -0.03% | -0.00% | |
| 41 | NDSN | Nordson CORP | 股票-工業 | 0.41% | -0.04% | -8.83% | |
| 42 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.39% | -0.06% | -3.91% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.35% | -0.01% | -1.77% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.34% | -0.02% | -5.36% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | -0.03% | +17.74% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.27% | — | -0.92% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | +0.03% | +4.02% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | -0.06% | +4.49% | |
| 49 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.24% | -0.06% | +7.82% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.23% | -0.20% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.2% | +314.69% | 加碼 |
| 2 | IGM | Ishares Expanded Tech Sector | +0.4% | +3.05% | 加碼 |
| 3 | SCHB | Schwab US Broad Market ETF | +0.4% | +210.00% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.2% | +3.27% | 加碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +8.12% | 加碼 |
| 6 | AVLV | Avantis US Large Cap Value | +0.1% | +3.04% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 8 | WMT | Walmart Inc | +0.1% | +101.86% | 加碼 |
| 9 | SO | Southern Co/the | +0.1% | NEW | 新建倉 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.55% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +5.49% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.1% | -1.77% | 減碼 |
| 13 | SMH | Vaneck Semiconductor ETF | +0.1% | +105.98% | 加碼 |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +60.56% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +232.77% | 加碼 |
| 16 | MLI | Mueller Industries Inc | +0.1% | NEW | 新建倉 |
| 17 | CFFN | Capitol Federal Financial In | +0.1% | NEW | 新建倉 |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建倉 |
| 19 | EVRG | Evergy Inc | +0.1% | NEW | 新建倉 |
| 20 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | 新建倉 |
| 21 | COST | Costco Wholesale CORP | +0.1% | NEW | 新建倉 |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | +4.48% | 加碼 |
| 23 | NFLX | Netflix Inc | 0% | NEW | 新建倉 |
| 24 | AAPL | Apple Inc | 0% | -0.91% | 減碼 |
| 25 | XLI | Ss Industrial Select Sector | -0.1% | EXIT | 清倉 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清倉 |
| 27 | MMD | Nyli Mackay Dt Muni Oppo Fnd | -0.1% | EXIT | 清倉 |
| 28 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 29 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 30 | ROP | Roper Technologies Inc | -0.1% | +1.08% | 加碼 |
| 31 | PLUS | Eplus Inc | -0.1% | EXIT | 清倉 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | +0.01% | 加碼 |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | -5.36% | 減碼 |
| 34 | AMD | Advanced Micro Devices | -0.1% | -39.30% | 減碼 |
| 35 | ARM | Arm Holdings Plc-adr | -0.1% | EXIT | 清倉 |
| 36 | ABBV | Abbvie Inc | -0.1% | +0.43% | 加碼 |
| 37 | BRO | Brown & Brown Inc | -0.1% | -3.79% | 減碼 |
| 38 | MUB | Ishares National Muni Bond E | -0.1% | -2.44% | 減碼 |
| 39 | CAT | Caterpillar Inc | -0.1% | -1.68% | 減碼 |
| 40 | AFL | Aflac Inc | -0.1% | -1.44% | 減碼 |
| 41 | TGT | Target CORP | -0.1% | -10.36% | 減碼 |
| 42 | LIN | Linde plc | -0.1% | -1.44% | 減碼 |
| 43 | SHW | Sherwin-williams Co/the | -0.2% | -1.01% | 減碼 |
| 44 | NEE | Nextera Energy Inc | -0.2% | -3.03% | 減碼 |
| 45 | CTAS | Cintas CORP | -0.2% | -2.91% | 減碼 |
| 46 | NDSN | Nordson CORP | -0.2% | -8.83% | 減碼 |
| 47 | AOS | Smith (a.o.) CORP | -0.2% | -0.99% | 減碼 |
| 48 | DGRO | Ishares Core Dividend Growth | -0.3% | +1.57% | 加碼 |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +189.25% | 加碼 |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.4% | +1.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Legacy Financial Strategies, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.5億，共申報了 119 個公開持股部位。
在 Q4 2024 季度，Legacy Financial Strategies, LLC 按市值排列的前三大核心持股分別為：SCHG (16.5%)、SCHB (11.6%)、AGG (8.2%)。其中最大持股部位 SCHG 佔據整體投資組合約 16.5% 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
PLTR
市值: US$55.1萬
本季最大獲利了結 / 清倉標的
ARM
前期市值: US$40.0萬
在 Q4 2024 季度中，Legacy Financial Strategies, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 19 個部位、減碼 15 個部位以及清倉 7 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 ARM。
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。