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: 0001841769
申報總市值
US$2.9億
US$2.9億
103 檔
14.5%
Legal Advantage Investments, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$2.9億，分散於 103 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Legal Advantage Investments, Inc. 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 FISV, VSEC, TDG）累計市值佔比達 14.5%，是驅動 Legal Advantage Investments, Inc. 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 | FISV | Fiserv Inc | 股票-其他 | 5.86% | -0.98% | -3.52% | |
| 2 | VSEC | Vse CORP | 股票-工業 | 4.35% | -0.70% | -7.45% | |
| 3 | TDG | Transdigm Group Inc | 股票-工業 | 4.05% | -0.72% | -3.20% | |
| 4 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.79% | -0.99% | -0.87% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.76% | -0.72% | -0.92% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.87% | -4.00% | |
| 7 | TYL | Tyler Technologies Inc | 股票-科技 | 3.00% | — | -2.23% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.69% | +1.12% | +99.57% | |
| 9 | ADBE | Adobe Inc | 股票-科技 | 2.55% | — | -1.36% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.50% | -1.11% | -0.78% | |
| 11 | INTU | Intuit Inc | 股票-科技 | 2.48% | -0.56% | EXIT | |
| 12 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.26% | -0.56% | -1.93% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.21% | -0.38% | -1.53% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.18% | -0.51% | +0.14% | |
| 15 | ESLT | Elbit Systems Ltd. | 股票-工業 | 2.05% | -2.53% | -2.59% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.03% | -1.47% | -2.31% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.74% | -0.53% | -1.50% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.70% | -0.59% | -1.79% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | -0.50% | -0.71% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工業 | 1.60% | -1.05% | — | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 1.59% | -0.74% | -1.46% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.58% | -0.22% | +5.54% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 1.58% | -0.53% | -8.70% | |
| 24 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.41% | -0.68% | +14.59% | |
| 25 | WGS | Genedx Holdings CORP | 股票-其他 | 1.39% | -0.44% | -1.16% | |
| 26 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.38% | -0.68% | +29.66% | |
| 27 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.37% | -1.11% | EXIT | |
| 28 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.36% | -0.55% | -1.22% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 1.29% | -0.85% | +0.03% | |
| 30 | MOG-A | Moog Inc-class A | 股票-其他 | 1.29% | -1.88% | EXIT | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 1.22% | +0.93% | -3.73% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 1.16% | +0.41% | +30.70% | |
| 33 | XYZ | Block Inc | 股票-金融 | 1.04% | — | +13.20% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.53% | EXIT | |
| 35 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.95% | — | -2.92% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.94% | -0.06% | -1.10% | |
| 37 | FNF | Fidelity National Financial | 股票-金融 | 0.89% | -0.27% | -1.95% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.87% | -0.31% | -1.45% | |
| 39 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.86% | — | -3.24% | |
| 40 | ADI | Analog Devices Inc | 股票-科技 | 0.82% | -0.18% | -0.41% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | — | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.24% | -3.03% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.22% | -0.88% | |
| 44 | TT | Trane Technologies plc | 股票-工業 | 0.70% | -0.17% | — | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.20% | +2.96% | |
| 46 | LHX | L3harris Technologies Inc | 股票-工業 | 0.59% | — | -3.63% | |
| 47 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.58% | +0.15% | +0.15% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.56% | — | -2.76% | |
| 49 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.51% | — | -4.18% | |
| 50 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.48% | -0.08% | +58.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1% | -2.31% | 減碼 |
| 2 | WGS | Genedx Holdings CORP | +0.6% | -1.16% | 減碼 |
| 3 | SLB | Slb LTD | +0.4% | NEW | 新建倉 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.92% | 減碼 |
| 5 | DIS | Walt Disney Co/the | +0.4% | -0.87% | 減碼 |
| 6 | ESLT | Elbit Systems Ltd. | +0.4% | -2.59% | 減碼 |
| 7 | FISV | Fiserv Inc | +0.3% | -3.52% | 減碼 |
| 8 | VST | Vistra CORP | +0.3% | NEW | 新建倉 |
| 9 | SHOP | Shopify Inc - Class A | +0.3% | -1.22% | 減碼 |
| 10 | XYZ | Block Inc | +0.3% | +13.20% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.3% | -1.46% | 減碼 |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | -0.78% | 減碼 |
| 14 | OKTA | Okta Inc | +0.2% | NEW | 新建倉 |
| 15 | HAL | Halliburton Co | +0.2% | NEW | 新建倉 |
| 16 | CRM | Salesforce Inc | +0.1% | -0.90% | 減碼 |
| 17 | BMA | Banco Macro Sa-adr | +0.1% | +4.00% | 加碼 |
| 18 | AAPL | Apple Inc | +0.1% | +5.54% | 加碼 |
| 19 | VCYT | Veracyte Inc | +0.1% | NEW | 新建倉 |
| 20 | MNDY | monday.com Ltd. | +0.1% | NEW | 新建倉 |
| 21 | SUPV | Grupo Supervielle Sa-sp Adr | +0.1% | — | 不變 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 23 | IOT | Samsara Inc-cl A | +0.1% | NEW | 新建倉 |
| 24 | YPF | Ypf S.a.-sponsored Adr | +0.1% | NEW | 新建倉 |
| 25 | VSEC | Vse CORP | +0.1% | -7.45% | 減碼 |
| 26 | BBAR | Bbva Argentina Sa-adr | +0.1% | — | 不變 |
| 27 | NVDA | Nvidia CORP | +0.1% | -0.71% | 減碼 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.10% | 減碼 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +99.57% | 加碼 |
| 31 | SDGR | Schrodinger Inc | -0.1% | EXIT | 清倉 |
| 32 | AMGN | Amgen Inc | -0.1% | -0.70% | 減碼 |
| 33 | LOW | Lowe's Cos Inc | -0.1% | EXIT | 清倉 |
| 34 | SNOW | Snowflake Inc | -0.1% | EXIT | 清倉 |
| 35 | LHX | L3harris Technologies Inc | -0.1% | -3.63% | 減碼 |
| 36 | LEN-B | Lennar CORP - B Shs | -0.1% | EXIT | 清倉 |
| 37 | ZTS | Zoetis Inc | -0.1% | +0.15% | 加碼 |
| 38 | CCS | Century Communities Inc | -0.2% | EXIT | 清倉 |
| 39 | FNF | Fidelity National Financial | -0.2% | -1.95% | 減碼 |
| 40 | FBIN | Fortune Brands Innovations I | -0.2% | -4.17% | 減碼 |
| 41 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | -2.92% | 減碼 |
| 42 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 43 | TYL | Tyler Technologies Inc | -0.2% | -2.23% | 減碼 |
| 44 | LMT | Lockheed Martin CORP | -0.2% | -1.45% | 減碼 |
| 45 | NOC | Northrop Grumman CORP | -0.3% | — | 不變 |
| 46 | MSFT | Microsoft CORP | -0.3% | -4.00% | 減碼 |
| 47 | AMAT | Applied Materials Inc | -0.4% | -3.73% | 減碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.6% | -1.53% | 減碼 |
| 49 | ADBE | Adobe Inc | -0.6% | -1.36% | 減碼 |
| 50 | TDG | Transdigm Group Inc | -0.9% | -3.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Legal Advantage Investments, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$2.9億，共申報了 103 個公開持股部位。
在 Q4 2024 季度，Legal Advantage Investments, Inc. 按市值排列的前三大核心持股分別為：FISV (5.9%)、VSEC (4.3%)、TDG (4.0%)。其中最大持股部位 FISV 佔據整體投資組合約 5.9% 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
SLB
市值: US$79.1萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$40.8萬
在 Q4 2024 季度中，Legal Advantage Investments, Inc. 共進行了 46 項持倉異動，包含新建倉 10 個部位、加碼 5 個部位、減碼 25 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SLB。 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。