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
94 檔
15.3%
截至 Q2 2025 季度末，Legal Advantage Investments, Inc. 的美股持倉估值約為 US$2.9億，全數申報部位共有 94 檔。
Legal Advantage Investments, Inc. 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 19 檔持股的同時，亦同步清倉 7 檔並減碼 15 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 FISV, TDG, DIS）占據了總市值的 15.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 4.67% | -0.98% | +8.52% | |
| 2 | TDG | Transdigm Group Inc | 股票-工業 | 4.64% | -0.72% | +8.30% | |
| 3 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.96% | -0.99% | -0.03% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.63% | -0.72% | +2.91% | |
| 5 | VSEC | Vse CORP | 股票-工業 | 3.57% | -0.70% | -2.18% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | -0.87% | -0.49% | |
| 7 | ESLT | Elbit Systems Ltd. | 股票-工業 | 3.12% | -2.53% | -1.33% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.90% | -1.47% | +1.45% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.84% | -1.11% | -1.83% | |
| 10 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.71% | -0.56% | -0.98% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.68% | +1.12% | +0.21% | |
| 12 | WGS | Genedx Holdings CORP | 股票-其他 | 2.62% | -0.44% | +19.76% | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 2.56% | — | -4.39% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 2.54% | -0.56% | EXIT | |
| 15 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.43% | -0.68% | +21.77% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 2.11% | +0.41% | +50.13% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.02% | -0.51% | +0.05% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 2.01% | -0.74% | -4.89% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | -0.50% | +8.77% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.82% | -0.59% | -3.21% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 1.81% | -0.53% | +9.61% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.81% | -0.85% | +25.40% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.74% | — | -8.03% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.72% | -0.53% | -11.35% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 1.62% | -0.22% | +37.51% | |
| 26 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.60% | -0.68% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.58% | -0.38% | +1.22% | |
| 28 | NOC | Northrop Grumman CORP | 股票-工業 | 1.45% | -1.05% | -6.78% | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.41% | -0.55% | +8.30% | |
| 30 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.27% | -1.11% | EXIT | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 1.15% | +0.93% | -4.94% | |
| 32 | MOG-A | Moog Inc-class A | 股票-其他 | 1.07% | -1.88% | EXIT | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.96% | -0.06% | — | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.81% | -0.18% | — | |
| 35 | FNF | Fidelity National Financial | 股票-金融 | 0.81% | -0.27% | -3.61% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.24% | — | |
| 37 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.77% | — | -4.07% | |
| 38 | VST | Vistra CORP | 股票-公用事業 | 0.75% | -0.64% | EXIT | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.22% | -4.02% | |
| 40 | XYZ | Block Inc | 股票-金融 | 0.73% | — | -0.91% | |
| 41 | APP | Applovin Corp-class A | 股票-科技 | 0.71% | -0.20% | — | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.69% | -0.53% | EXIT | |
| 43 | TT | Trane Technologies plc | 股票-工業 | 0.67% | -0.17% | -5.72% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | — | — | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.20% | — | |
| 46 | ZS | Zscaler Inc | 股票-科技 | 0.59% | -0.28% | EXIT | |
| 47 | FIS | Fidelity National Info Serv | 股票-科技 | 0.59% | — | — | |
| 48 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.53% | — | +40.00% | |
| 49 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.48% | +0.15% | -2.96% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | +0.10% | -1.46% |
| # | 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 | +0.9% | +1.45% | 加碼 |
| 2 | ASML | ASML Holding N.V. | +0.8% | +50.13% | 加碼 |
| 3 | MELI | Mercadolibre Inc | +0.7% | +21.77% | 加碼 |
| 4 | APP | Applovin Corp-class A | +0.7% | NEW | 新建倉 |
| 5 | NVDA | Nvidia CORP | +0.5% | +8.77% | 加碼 |
| 6 | TWLO | Twilio Inc - A | +0.5% | NEW | 新建倉 |
| 7 | MSFT | Microsoft CORP | +0.4% | -0.49% | 減碼 |
| 8 | DIS | Walt Disney Co/the | +0.3% | -0.03% | 減碼 |
| 9 | NFLX | Netflix Inc | +0.3% | -4.89% | 減碼 |
| 10 | RTX | Rtx CORP | +0.3% | +25.40% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.3% | -11.35% | 減碼 |
| 12 | NTRA | Natera Inc | +0.3% | NEW | 新建倉 |
| 13 | BA | Boeing Co/the | +0.3% | +9.61% | 加碼 |
| 14 | RBRK | Rubrik Inc-a | +0.2% | +121.95% | 加碼 |
| 15 | VST | Vistra CORP | +0.2% | — | 不變 |
| 16 | WGS | Genedx Holdings CORP | +0.2% | +19.76% | 加碼 |
| 17 | TATT | TAT Technologies Ltd. | +0.2% | NEW | 新建倉 |
| 18 | SHOP | Shopify Inc - Class A | +0.2% | +8.30% | 加碼 |
| 19 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +40.00% | 加碼 |
| 20 | OKTA | Okta Inc | +0.2% | +91.18% | 加碼 |
| 21 | VEEV | Veeva Systems Inc-class A | +0.2% | -0.98% | 減碼 |
| 22 | ZS | Zscaler Inc | +0.2% | — | 不變 |
| 23 | IDXX | Idexx Laboratories Inc | +0.2% | — | 不變 |
| 24 | AAPL | Apple Inc | +0.2% | +37.51% | 加碼 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | 不變 |
| 26 | TDG | Transdigm Group Inc | +0.1% | +8.30% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +126.00% | 加碼 |
| 28 | INTU | Intuit Inc | +0.1% | -5.67% | 減碼 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -3.21% | 減碼 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +0.21% | 加碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +2.91% | 加碼 |
| 32 | XYZ | Block Inc | +0.1% | -0.91% | 減碼 |
| 33 | AMAT | Applied Materials Inc | 0% | -4.94% | 減碼 |
| 34 | ULTA | Ulta Beauty Inc | 0% | -4.07% | 減碼 |
| 35 | ADI | Analog Devices Inc | 0% | — | 不變 |
| 36 | ESLT | Elbit Systems Ltd. | 0% | -1.33% | 減碼 |
| 37 | SCHW | Schwab (charles) CORP | 0% | -1.83% | 減碼 |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.05% | 加碼 |
| 39 | HAL | Halliburton Co | -0.2% | EXIT | 清倉 |
| 40 | GRAL | Grail Inc | -0.2% | EXIT | 清倉 |
| 41 | VSEC | Vse CORP | -0.3% | -2.18% | 減碼 |
| 42 | FNF | Fidelity National Financial | -0.3% | -3.61% | 減碼 |
| 43 | SPT | Sprout Social Inc - Class A | -0.3% | EXIT | 清倉 |
| 44 | ADBE | Adobe Inc | -0.4% | -8.03% | 減碼 |
| 45 | MCK | Mckesson CORP | -0.4% | EXIT | 清倉 |
| 46 | INMD | InMode Ltd. | -0.5% | EXIT | 清倉 |
| 47 | LHX | L3harris Technologies Inc | -0.6% | EXIT | 清倉 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.6% | +1.22% | 加碼 |
| 49 | LMT | Lockheed Martin CORP | -0.8% | EXIT | 清倉 |
| 50 | FISV | Fiserv Inc | -1.7% | +8.52% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Legal Advantage Investments, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 94 個公開持股部位。
在 Q2 2025 季度，Legal Advantage Investments, Inc. 按市值排列的前三大核心持股分別為：FISV (4.7%)、TDG (4.6%)、DIS (4.0%)。其中最大持股部位 FISV 佔據整體投資組合約 4.7% 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
APP
市值: US$152.3萬
本季最大獲利了結 / 清倉標的
LMT
前期市值: US$151.7萬
在 Q2 2025 季度中，Legal Advantage Investments, Inc. 共進行了 45 項持倉異動，包含新建倉 4 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 APP。 本季清倉部位包含 LMT。
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。