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: 0001822262
申報總市值
US$1.9億
US$1.9億
275 檔
21.0%
根據最新整理的 13F 季度數據集，Live Oak Investment Partners 於 Q4 2024 結束時的管理資產規模為 US$1.9億。該機構在本季度申報了 275 檔美股持倉，呈現出該時期的主要投資地圖。
Live Oak Investment Partners 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 21 檔持股的同時，亦同步清倉 6 檔並減碼 16 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VNLA, VEA, PGX）占據了總市值的 21.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 275 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 | VNLA | Janus Henderson Short Durati | ETF-其他 | 9.12% | — | +11.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.61% | +0.30% | +2.53% | |
| 3 | PGX | Invesco Preferred ETF | ETF-其他 | 5.87% | — | +3.24% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 4.28% | -0.22% | +11.85% | |
| 5 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.83% | -0.05% | +2.09% | |
| 6 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 3.18% | +0.12% | +0.46% | |
| 7 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.99% | +0.03% | +3.78% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.77% | — | +0.78% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.45% | — | -5.07% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.31% | +0.02% | -1.46% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.07% | +115.85% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 2.13% | -0.12% | -3.98% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.94% | +0.09% | +2.36% | |
| 14 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.81% | -0.11% | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.05% | -4.98% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.63% | -0.28% | +1414.83% | |
| 17 | AZO | Autozone Inc | 股票-循環性消費 | 1.53% | -0.06% | -0.79% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | +0.18% | +1192.09% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.41% | +0.45% | +4.52% | |
| 20 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.41% | +0.17% | +0.38% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | — | +0.05% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 1.33% | +0.13% | +2.41% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.11% | -0.51% | |
| 24 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.14% | — | -5.25% | |
| 25 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.11% | — | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | — | +0.69% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.98% | +0.26% | -1.02% | |
| 28 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.96% | +0.20% | -7.58% | |
| 29 | NMM | Navios Maritime Partners L.P. | 股票-其他 | 0.91% | -0.02% | +4.36% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.86% | -0.09% | +6875.09% | |
| 31 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.84% | -1.38% | EXIT | |
| 32 | ENOV | Enovis CORP | 股票-其他 | 0.81% | — | — | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.05% | -5.50% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.77% | -0.05% | +1.45% | |
| 35 | RGA | Reinsurance Group Of America | 股票-金融 | 0.76% | -0.04% | +4.15% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | +0.11% | -0.34% | |
| 37 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.70% | +0.01% | -9.02% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.70% | -0.01% | +60.14% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | — | -2.05% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.64% | -0.01% | +2.36% | |
| 41 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.63% | -0.44% | EXIT | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.63% | -0.02% | +1757.05% | |
| 43 | SU | Suncor Energy Inc | 股票-能源 | 0.60% | -0.29% | +5246.99% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.59% | +0.04% | — | |
| 45 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.59% | — | — | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | +2.77% | |
| 47 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.57% | — | +14.72% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | +2.94% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.57% | -0.02% | -58.93% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.54% | — | +0.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DBMF | Imgp Dbi Managed Futures Str | +1.8% | NEW | 新建倉 |
| 2 | XOM | Exxon Mobil CORP | +1.5% | +1414.83% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.4% | +1192.09% | 加碼 |
| 4 | MSFT | Microsoft CORP | +1.2% | +115.85% | 加碼 |
| 5 | NKE | Nike Inc -cl B | +1.1% | NEW | 新建倉 |
| 6 | BMY | Bristol-myers Squibb Co | +0.9% | +6875.09% | 加碼 |
| 7 | ENOV | Enovis CORP | +0.8% | NEW | 新建倉 |
| 8 | VNLA | Janus Henderson Short Durati | +0.7% | +11.13% | 加碼 |
| 9 | SU | Suncor Energy Inc | +0.6% | +5246.99% | 加碼 |
| 10 | AEP | American Electric Power | +0.6% | +1757.05% | 加碼 |
| 11 | DRI | Darden Restaurants Inc | +0.6% | NEW | 新建倉 |
| 12 | BBY | Best Buy Co Inc | +0.4% | NEW | 新建倉 |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | +0.4% | +11.85% | 加碼 |
| 14 | TGT | Target CORP | +0.3% | +5107.69% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.3% | -3.98% | 減碼 |
| 16 | FANG | Diamondback Energy Inc | +0.3% | NEW | 新建倉 |
| 17 | AMZN | Amazon.com Inc | +0.3% | +2.36% | 加碼 |
| 18 | HD | Home Depot Inc | +0.2% | +60.14% | 加碼 |
| 19 | DUK | Duke Energy CORP | +0.2% | NEW | 新建倉 |
| 20 | AVGO | Broadcom Inc | +0.2% | -5.50% | 減碼 |
| 21 | FTLS | First Trust Long/short Eqty | +0.2% | +2.09% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +0.05% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | -0.51% | 減碼 |
| 24 | USB | US Bancorp | +0.1% | +27.14% | 加碼 |
| 25 | NVDA | Nvidia CORP | +0.1% | +0.69% | 加碼 |
| 26 | AAPL | Apple Inc | +0.1% | -1.46% | 減碼 |
| 27 | SIXJ | Allian US Equ 6 Mon Bu10-usd | -0.1% | EXIT | 清倉 |
| 28 | RSPN | Invesco S&p 500 Equal Weight | -0.1% | -7.58% | 減碼 |
| 29 | CI | THE Cigna Group | -0.1% | +0.12% | 加碼 |
| 30 | VHT | Vanguard Health Care ETF | -0.1% | -1.02% | 減碼 |
| 31 | RIO | Rio Tinto Plc-spon Adr | -0.2% | +4.92% | 加碼 |
| 32 | JULW | Alianzim US Eq Bfr20 Jul-usd | -0.2% | EXIT | 清倉 |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | -0.2% | +0.46% | 加碼 |
| 34 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -33.74% | 減碼 |
| 35 | DOW | Dow Inc | -0.3% | EXIT | 清倉 |
| 36 | PGX | Invesco Preferred ETF | -0.3% | +3.24% | 加碼 |
| 37 | NMM | Navios Maritime Partners L.P. | -0.4% | +4.36% | 加碼 |
| 38 | KHC | Kraft Heinz Co/the | -0.4% | EXIT | 清倉 |
| 39 | AES | Aes CORP | -0.5% | -97.65% | 減碼 |
| 40 | LYB | LyondellBasell Industries N.V. | -0.5% | EXIT | 清倉 |
| 41 | ED | Consolidated Edison Inc | -0.5% | EXIT | 清倉 |
| 42 | HAL | Halliburton Co | -0.6% | -99.76% | 減碼 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.7% | +2.53% | 加碼 |
| 44 | SO | Southern Co/the | -0.7% | -78.94% | 減碼 |
| 45 | DIS | Walt Disney Co/the | -0.8% | -97.96% | 減碼 |
| 46 | MRK | Merck & Co. Inc. | -1% | -58.93% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -1.3% | -99.33% | 減碼 |
| 48 | FDX | Fedex CORP | -1.3% | -84.93% | 減碼 |
| 49 | AN | Autonation Inc | -1.4% | -96.76% | 減碼 |
| 50 | CVX | Chevron CORP | -1.8% | -99.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Live Oak Investment Partners 在 Q4 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 275 個公開持股部位。
在 Q4 2024 季度，Live Oak Investment Partners 按市值排列的前三大核心持股分別為：VNLA (9.1%)、VEA (6.6%)、PGX (5.9%)。其中最大持股部位 VNLA 佔據整體投資組合約 9.1% 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
DBMF
市值: US$238.0萬
本季最大獲利了結 / 清倉標的
LYB
前期市值: US$65.3萬
在 Q4 2024 季度中，Live Oak Investment Partners 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 21 個部位、減碼 16 個部位以及清倉 6 個部位。 其中最大新建倉標的為 DBMF。 本季清倉部位包含 LYB。
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。