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: 0001650150
申報總市值
US$368.3億
US$368.3億
1214 檔
25.8%
截至 Q2 2024 季度末，Lido Advisors, LLC 的美股持倉估值約為 US$368.3億，全數申報部位共有 1214 檔。
在 Q2 2024，Lido Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 35 個既有持股進行加碼（合計增持 37 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 SPY, BSCP, BSCQ）占據了總市值的 25.8%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1214 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 35.90% | +0.21% | -4.83% | |
| 2 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 5.48% | — | +5.08% | |
| 3 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 4.11% | -0.65% | +53.66% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.80% | +0.15% | +5.76% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 3.70% | — | -11.26% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.10% | +9.74% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.22% | +0.16% | +951.39% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.77% | +0.18% | +3.24% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.33% | +0.02% | +2.82% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | +0.03% | +9.06% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.20% | +9.10% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.76% | -0.04% | +3.82% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.74% | -0.02% | +4.69% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | -0.08% | +4.99% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | +0.05% | +5.02% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | -0.02% | +0.20% | |
| 17 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.58% | -0.03% | +4.62% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.57% | -0.06% | +12.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | +0.13% | +7.89% | |
| 20 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.54% | -0.01% | +3.78% | |
| 21 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.54% | -0.05% | +3.04% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | -3.69% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | +0.12% | +11.19% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.07% | +13.23% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | -0.04% | -10.52% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.39% | +0.07% | +5.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | +0.01% | +29.17% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | +0.15% | +17.77% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.34% | -0.01% | +7.98% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.34% | -0.01% | +2.50% | |
| 31 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.32% | -0.03% | +3.75% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | +3.23% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | +0.08% | +42.46% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.31% | +0.03% | -8.20% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.05% | +28.59% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | -0.10% | -4.57% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.28% | +0.03% | -1.33% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.27% | +0.01% | +0.24% | |
| 39 | MO | Altria Group Inc | 股票-非循環性消費 | 0.27% | — | -18.68% | |
| 40 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.26% | +0.01% | -0.99% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.24% | +0.02% | +2.72% | |
| 42 | FENY | Fidelity Msci Energy Index | ETF-大型股與成長 | 0.24% | -0.04% | +2.13% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.23% | -0.06% | +30.70% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.23% | — | +32.63% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.23% | -0.01% | -9.47% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.23% | +0.04% | +4.05% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | — | +1.32% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.22% | -0.09% | +9.13% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.20% | +0.17% | +44.76% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.20% | -0.02% | +5.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BSCQ | Invesco Bulletshares 2026 Cb | +1.1% | +53.66% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | +5.76% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.6% | +951.39% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.3% | +9.74% | 加碼 |
| 5 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +3.24% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.89% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.1% | +42.46% | 加碼 |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +5666.63% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +11.19% | 加碼 |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.82% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +9.06% | 加碼 |
| 12 | XLI | Ss Industrial Select Sector | +0.1% | +194.55% | 加碼 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.10% | 加碼 |
| 14 | CRM | Salesforce Inc | +0.1% | +209.91% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | +17.77% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +29.17% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +30.70% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.1% | +44.76% | 加碼 |
| 19 | SMCIUSD | Super Micro Computer Inc | +0.1% | +1785.89% | 加碼 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +47.67% | 加碼 |
| 21 | IBP | Installed Building Products | +0.1% | NEW | 新建倉 |
| 22 | GM | General Motors Co | +0.1% | +1239.82% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +28.59% | 加碼 |
| 24 | TPL | Texas Pacific Land CORP | +0.1% | +954.03% | 加碼 |
| 25 | NOW | Servicenow Inc | +0.1% | +45.24% | 加碼 |
| 26 | KLAC | Kla CORP | +0.1% | +109.60% | 加碼 |
| 27 | MU | Micron Technology Inc | +0.1% | +36.99% | 加碼 |
| 28 | FANG | Diamondback Energy Inc | +0.1% | +450.60% | 加碼 |
| 29 | CDNS | Cadence Design Sys Inc | +0.1% | +503.97% | 加碼 |
| 30 | IRM | Iron Mountain Inc | +0.1% | +1384.35% | 加碼 |
| 31 | EXPE | Expedia Group Inc | +0.1% | NEW | 新建倉 |
| 32 | ETN | Eaton Corporation plc | 0% | +54.75% | 加碼 |
| 33 | CEG | Constellation Energy | 0% | +734.97% | 加碼 |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +12.13% | 加碼 |
| 35 | TSLA | Tesla Inc | 0% | +2.50% | 加碼 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +4.99% | 加碼 |
| 37 | COF | Capital One Financial CORP | 0% | -88.78% | 減碼 |
| 38 | TRV | Travelers Cos Inc/the | 0% | -86.18% | 減碼 |
| 39 | ITW | Illinois Tool Works | -0.1% | -48.34% | 減碼 |
| 40 | TGT | Target CORP | -0.1% | -13.79% | 減碼 |
| 41 | MO | Altria Group Inc | -0.1% | -18.68% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.1% | -8.20% | 減碼 |
| 43 | HLT | Hilton Worldwide Holdings In | -0.1% | -66.63% | 減碼 |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -36.10% | 減碼 |
| 45 | LMT | Lockheed Martin CORP | -0.1% | -54.75% | 減碼 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.1% | -10.52% | 減碼 |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | +5.08% | 加碼 |
| 48 | XLY | Ss Consumer Disc Select Sect | -0.1% | -86.32% | 減碼 |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -0.7% | -11.26% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.4% | -4.83% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lido Advisors, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$368.3億，共申報了 1214 個公開持股部位。
在 Q2 2024 季度，Lido Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (35.9%)、BSCP (5.5%)、BSCQ (4.1%)。其中最大持股部位 SPY 佔據整體投資組合約 35.9% 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
IBP
市值: US$1089.5萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$65.1億
在 Q2 2024 季度中，Lido Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 35 個部位、減碼 13 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IBP。
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。