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
866 檔
11.3%
Q1 2026 季度申報顯示，Level Four Advisory Services, LLC 揭露的美股組合總市值為 US$35.4億，涵蓋 866 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Level Four Advisory Services, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 121 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, LGRO, QQQ）占據了總市值的 11.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 866 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 | 4.04% | — | -2.52% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-大型股與成長 | 2.73% | +0.26% | -15.36% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.69% | +0.26% | +17.40% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.05% | +3.63% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.71% | +0.01% | +2.78% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.08% | +4.91% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.08% | -5.80% | |
| 8 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.40% | -0.11% | +2.97% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.35% | +0.01% | +4.78% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.33% | +0.02% | +46.01% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | +0.10% | +2.12% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.15% | -0.06% | -9.65% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.08% | -0.15% | +2.10% | |
| 14 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.05% | -0.14% | -7.76% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.94% | +0.02% | +0.37% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.01% | -3.70% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.89% | -0.06% | -5.54% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.12% | +2.74% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | -0.17% | +4.41% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.75% | -0.15% | +0.85% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.72% | -0.31% | +14.68% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.63% | -0.01% | +0.82% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 0.60% | +1.04% | -31.32% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.59% | +0.05% | -0.90% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.53% | -0.06% | -0.05% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.06% | -10.13% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.52% | -0.09% | -4.52% | |
| 28 | DSTL | Distillate US Fundamental St | ETF-其他 | 0.51% | -0.04% | -8.17% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.51% | +0.02% | +33.64% | |
| 30 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.50% | -0.13% | -0.00% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.07% | -12.96% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.49% | +0.04% | -10.34% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | +0.13% | +36.11% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.47% | -0.15% | +0.27% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | -0.01% | -5.96% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.47% | +0.29% | +5.04% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.03% | +0.94% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.46% | +0.04% | +7.10% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.45% | -0.05% | +0.13% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.45% | -0.05% | -7.91% | |
| 41 | APA | Apa CORP | 股票-能源 | 0.44% | -0.17% | -4.06% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.03% | -2.77% | |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.43% | -0.03% | -6.27% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.08% | +115.00% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.42% | -0.11% | -12.23% | |
| 46 | SNDK | Sandisk CORP | 股票-科技 | 0.40% | +0.29% | -13.57% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | +0.09% | +9.42% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.40% | -0.04% | +7.68% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | — | +8.82% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | +0.01% | -5.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +46.01% | 加碼 |
| 2 | COST | Costco Wholesale CORP | +0.3% | +115.00% | 加碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +17.40% | 加碼 |
| 4 | SNDK | Sandisk CORP | +0.2% | -13.57% | 減碼 |
| 5 | OXY | Occidental Petroleum CORP | +0.2% | +41.31% | 加碼 |
| 6 | APA | Apa CORP | +0.2% | -4.06% | 減碼 |
| 7 | FMDE | Fidelity Enhanced Mid Cap Co | +0.2% | +118.72% | 加碼 |
| 8 | SO | Southern Co/the | +0.2% | +94.22% | 加碼 |
| 9 | GLD | Spdr Gold Shares | +0.1% | +14.68% | 加碼 |
| 10 | COP | Conocophillips | +0.1% | +0.27% | 加碼 |
| 11 | EOG | Eog Resources Inc | +0.1% | +33.12% | 加碼 |
| 12 | RDVY | First Trust Rising Dividend | +0.1% | +33.64% | 加碼 |
| 13 | CVX | Chevron CORP | +0.1% | +8.46% | 加碼 |
| 14 | CHD | Church & Dwight Co Inc | +0.1% | +52.20% | 加碼 |
| 15 | RF | Regions Financial CORP | +0.1% | +293.95% | 加碼 |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +121.89% | 加碼 |
| 17 | ENB | Enbridge Inc | +0.1% | +246.94% | 加碼 |
| 18 | MCHP | Microchip Technology Inc | +0.1% | +32.84% | 加碼 |
| 19 | EEM | Ishares Msci Emerging Market | +0.1% | +125.72% | 加碼 |
| 20 | SIVR | Abrdn Physical Silver Shares | +0.1% | +283.03% | 加碼 |
| 21 | XLI | Ss Industrial Select Sector | +0.1% | +44.38% | 加碼 |
| 22 | EMLP | First Trust North American E | +0.1% | +422.77% | 加碼 |
| 23 | WMT | Walmart Inc | +0.1% | +0.85% | 加碼 |
| 24 | PYPL | Paypal Holdings Inc | +0.1% | +80.26% | 加碼 |
| 25 | TGT | Target CORP | +0.1% | +34.74% | 加碼 |
| 26 | CTRA | Coterra Energy Inc | +0.1% | +3.93% | 加碼 |
| 27 | CMCSA | Comcast Corp-class A | +0.1% | +62.23% | 加碼 |
| 28 | ROP | Roper Technologies Inc | +0.1% | +87.83% | 加碼 |
| 29 | PSX | Phillips 66 | +0.1% | -8.44% | 減碼 |
| 30 | KLAC | Kla CORP | +0.1% | -2.91% | 減碼 |
| 31 | NFLX | Netflix Inc | +0.1% | +17.43% | 加碼 |
| 32 | INGR | Ingredion Inc | +0.1% | +60.55% | 加碼 |
| 33 | OC | Owens Corning | +0.1% | +76.41% | 加碼 |
| 34 | VZ | Verizon Communications Inc | +0.1% | +3.47% | 加碼 |
| 35 | TXN | Texas Instruments Inc | +0.1% | +4.32% | 加碼 |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | +36.11% | 加碼 |
| 37 | SMH | Vaneck Semiconductor ETF | +0.1% | +5.04% | 加碼 |
| 38 | NEE | Nextera Energy Inc | +0.1% | -4.52% | 減碼 |
| 39 | FIX | Comfort Systems USA Inc | +0.1% | +13.20% | 加碼 |
| 40 | STZ | Constellation Brands Inc-a | +0.1% | +40.91% | 加碼 |
| 41 | ALSN | Allison Transmission Holding | +0.1% | -0.73% | 減碼 |
| 42 | KO | Coca-cola Co/the | 0% | +8.53% | 加碼 |
| 43 | STX | Seagate Technology Holdings plc | 0% | +26.85% | 加碼 |
| 44 | BOND | Pimco Active Bond Exchange-t | 0% | +580.29% | 加碼 |
| 45 | IJH | Ishares Core S&p Midcap ETF | 0% | +8.82% | 加碼 |
| 46 | GLW | Corning Inc | 0% | +16.04% | 加碼 |
| 47 | MPC | Marathon Petroleum CORP | 0% | -0.79% | 減碼 |
| 48 | WSO | Watsco Inc | 0% | +49.85% | 加碼 |
| 49 | VLO | Valero Energy CORP | 0% | +2.92% | 加碼 |
| 50 | FDX | Fedex CORP | 0% | +36.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Level Four Advisory Services, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$35.4億，共申報了 866 個公開持股部位。
在 Q1 2026 季度，Level Four Advisory Services, LLC 按市值排列的前三大核心持股分別為：AAPL (4.0%)、LGRO (2.7%)、QQQ (2.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.0% 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
WTS
市值: US$593.5萬
本季最大獲利了結 / 清倉標的
HPQ
前期市值: US$238.7萬
在 Q1 2026 季度中，Level Four Advisory Services, LLC 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 104 個部位、減碼 72 個部位以及清倉 7 個部位。 其中最大新建倉標的為 WTS。 本季清倉部位包含 HPQ。
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。