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: 0001696715
申報總市值
US$35.4億
US$35.4億
765 檔
9.9%
在 Q3 2024 申報期間，Level Four Advisory Services, LLC（CIK: 0001696715）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$35.4億，共持有 765 個公開申報部位。
Q3 2024 數據顯示 Level Four Advisory Services, LLC 積極進場，新開立 1 個部位並同步加碼 30 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, LGRO, QQQ）累計市值佔比達 9.9%，是驅動 Level Four Advisory Services, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 765 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 | AAPL | Apple Inc | 股票-科技 | 4.86% | — | -1.72% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-大型股與成長 | 2.96% | +0.26% | -1.55% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.82% | +0.26% | -0.76% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.05% | +0.80% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.78% | +0.01% | -0.45% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | +0.08% | -11.20% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.34% | +0.01% | +4.94% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.33% | -0.15% | +3.76% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.27% | -0.06% | +10.71% | |
| 10 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.19% | -0.13% | -0.19% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.16% | +0.02% | +9.30% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.14% | -0.06% | +31.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | +0.08% | -0.16% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.12% | +10.72% | |
| 15 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.97% | -0.11% | +14.22% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.93% | +0.02% | -3.41% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.01% | +43.08% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.86% | -0.01% | +11.08% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.10% | +886.39% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.81% | +0.13% | -1.43% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | -0.17% | +5.05% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.76% | -0.06% | +18.02% | |
| 23 | LW | Lamb Weston Holdings Inc | 股票-非循環性消費 | 0.66% | -0.03% | +0.05% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | -0.04% | +0.07% | |
| 25 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.62% | -0.04% | -3.35% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.15% | +18.03% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.07% | -11.21% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.59% | -0.03% | -4.75% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | -0.31% | +9.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | -0.01% | +9.19% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.04% | +3.62% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.52% | -0.05% | +18.38% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.50% | -0.05% | -2.66% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.50% | -0.05% | -1.78% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.03% | -0.62% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | +0.06% | +262.57% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.46% | +0.02% | +42.73% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | -0.11% | +2.13% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.45% | -0.03% | -2.66% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | +0.01% | +3.73% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | -0.01% | -1.22% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.43% | +0.05% | +10.39% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.06% | -13.18% | |
| 44 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.43% | +0.03% | +66.05% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.43% | +0.04% | +12.41% | |
| 46 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 0.42% | -0.01% | +7.73% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.40% | -0.08% | +0.34% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.38% | +0.11% | -0.39% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.38% | +0.10% | +19.75% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | +0.09% | +14.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.3% | +43.08% | 加碼 |
| 2 | BTAL | Agf US Market Neutral Anti-b | +0.3% | +1914.93% | 加碼 |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +31.02% | 加碼 |
| 4 | ABBV | Abbvie Inc | +0.2% | +9.30% | 加碼 |
| 5 | UPS | United Parcel Service-cl B | +0.2% | +320.31% | 加碼 |
| 6 | CMCSA | Comcast Corp-class A | +0.2% | +215.21% | 加碼 |
| 7 | AWK | American Water Works Co Inc | +0.2% | NEW | 新建倉 |
| 8 | WMT | Walmart Inc | +0.2% | +18.03% | 加碼 |
| 9 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +10.71% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +10.72% | 加碼 |
| 11 | TROW | T Rowe Price Group Inc | +0.1% | +66.05% | 加碼 |
| 12 | VB | Vanguard Small-cap ETF | +0.1% | +93.21% | 加碼 |
| 13 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +42.16% | 加碼 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +45.75% | 加碼 |
| 15 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | +70.78% | 加碼 |
| 16 | DINO | Hf Sinclair CORP | +0.1% | +511.64% | 加碼 |
| 17 | GLD | Spdr Gold Shares | +0.1% | +9.97% | 加碼 |
| 18 | BAC | Bank Of America CORP | +0.1% | +58.29% | 加碼 |
| 19 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +14.22% | 加碼 |
| 20 | LEA | Lear CORP | +0.1% | +120.43% | 加碼 |
| 21 | TGT | Target CORP | +0.1% | +88.08% | 加碼 |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +262.57% | 加碼 |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +43.47% | 加碼 |
| 24 | AGCO | Agco CORP | +0.1% | +48.98% | 加碼 |
| 25 | ROP | Roper Technologies Inc | +0.1% | +67.44% | 加碼 |
| 26 | PYPL | Paypal Holdings Inc | +0.1% | +0.34% | 加碼 |
| 27 | MS | Morgan Stanley | +0.1% | +3.62% | 加碼 |
| 28 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | +11.08% | 加碼 |
| 29 | GBIL | Goldman Sachs Access Treasur | +0.1% | +18.02% | 加碼 |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +4.94% | 加碼 |
| 31 | AAPL | Apple Inc | -0.1% | -1.72% | 減碼 |
| 32 | LGRO | Level Four Large Cap Growth | -0.1% | -1.55% | 減碼 |
| 33 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | -83.70% | 減碼 |
| 34 | INTC | Intel CORP | -0.1% | -73.07% | 減碼 |
| 35 | WFC | Wells Fargo & Co | -0.2% | -70.69% | 減碼 |
| 36 | FLJP | Franklin Ftse Japan ETF | -0.2% | -53.06% | 減碼 |
| 37 | VZ | Verizon Communications Inc | -0.2% | -30.97% | 減碼 |
| 38 | JHMD | John Hancock Mf Dev Intl ETF | -0.2% | -85.01% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.2% | -11.37% | 減碼 |
| 40 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.2% | -78.36% | 減碼 |
| 41 | CWT | California Water Service Grp | -0.2% | EXIT | 清倉 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -14.53% | 減碼 |
| 43 | MDT | Medtronic plc | -0.2% | -58.52% | 減碼 |
| 44 | PTIN | Pacer Trendpilot Intl ETF | -0.3% | EXIT | 清倉 |
| 45 | DAL | Delta Air Lines Inc | -0.3% | -97.22% | 減碼 |
| 46 | EBAY | Ebay Inc | -0.3% | -95.79% | 減碼 |
| 47 | F | Ford Motor Co | -0.3% | -86.52% | 減碼 |
| 48 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 49 | MSFT | Microsoft CORP | -0.4% | +0.80% | 加碼 |
| 50 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Level Four Advisory Services, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$35.4億，共申報了 765 個公開持股部位。
在 Q3 2024 季度，Level Four Advisory Services, LLC 按市值排列的前三大核心持股分別為：AAPL (4.9%)、LGRO (3.0%)、QQQ (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
AWK
市值: US$462.7萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1034.0萬
在 Q3 2024 季度中，Level Four Advisory Services, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 30 個部位、減碼 15 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AWK。 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。