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: 0001799877
申報總市值
US$8.0億
US$8.0億
180 檔
12.9%
Live Oak Private Wealth LLC 在 Q3 2024 季度的美股部位總計估值為 US$8.0億，分散於 180 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，Live Oak Private Wealth LLC 在獲利結算 2 檔個股的同時，將資本重新部署至 3 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 BRK-B, MSFT, AAPL）累計市值佔比達 12.9%，是驅動 Live Oak Private Wealth LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
SLB
市值: US$698.2萬
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$322.6萬
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.36% | -0.50% | -0.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.33% | -2.08% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.04% | -0.09% | -0.98% | |
| 4 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.73% | -0.32% | +18.37% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.54% | +0.11% | -1.23% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 2.46% | -0.05% | -0.29% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.36% | +0.28% | -1.09% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.35% | -0.46% | +2.28% | |
| 9 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.22% | -0.68% | -0.05% | |
| 10 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 2.12% | -0.37% | +59.86% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.06% | +0.12% | +0.06% | |
| 12 | BN | Brookfield CORP | 股票-金融 | 1.92% | -0.21% | -1.27% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.88% | -0.25% | +1.64% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | -0.07% | -14.53% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 1.80% | — | -0.65% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.60% | -0.59% | +2.56% | |
| 17 | MKL | Markel Group Inc | 股票-金融 | 1.60% | -0.23% | +1.16% | |
| 18 | MET | Metlife Inc | 股票-金融 | 1.55% | +0.05% | -0.21% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.51% | -0.23% | +1.31% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.50% | -0.21% | -0.26% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.48% | -0.34% | -1.12% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.47% | — | +14.98% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.42% | -0.18% | -3.97% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 1.40% | -0.94% | +0.25% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.37% | -0.08% | +0.54% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.29% | -0.08% | +1.08% | |
| 27 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.29% | -0.23% | +0.67% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.26% | -0.43% | -0.16% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.42% | -2.13% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.22% | +0.77% | +1.47% | |
| 31 | AON | Aon plc | 股票-金融 | 1.21% | -0.14% | -0.32% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.10% | +4.80% | |
| 33 | NEM | Newmont CORP | 股票-原物料 | 1.19% | -0.48% | +0.58% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 1.17% | -0.03% | +19.98% | |
| 35 | RY | Royal Bank Of Canada | 股票-金融 | 1.17% | +0.20% | -0.32% | |
| 36 | SLB | Slb LTD | 股票-能源 | 1.13% | -0.32% | — | |
| 37 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.09% | +0.08% | -1.44% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.08% | -0.19% | -6.12% | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 1.04% | +0.05% | +4.15% | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 1.03% | -0.02% | -2.07% | |
| 41 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.02% | -0.03% | +10.45% | |
| 42 | KMX | Carmax Inc | 股票-循環性消費 | 1.01% | — | +0.97% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.97% | — | -2.13% | |
| 44 | IVZ | Invesco Ltd. | 股票-金融 | 0.92% | -0.09% | +1.95% | |
| 45 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.91% | -0.72% | EXIT | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.88% | -0.08% | +1.39% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.86% | +0.84% | NEW | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.86% | -0.01% | +1.80% | |
| 49 | JBL | Jabil Inc | 股票-科技 | 0.84% | — | +0.17% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.28% | +0.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SLB | Slb LTD | +1.1% | NEW | 新建倉 |
| 2 | LOW | Lowe's Cos Inc | +0.7% | +18.37% | 加碼 |
| 3 | FERG | Ferguson Enterprises Inc | +0.5% | NEW | 新建倉 |
| 4 | HCA | Hca Healthcare Inc | +0.4% | -0.05% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.4% | +14.98% | 加碼 |
| 6 | BN | Brookfield CORP | +0.3% | -1.27% | 減碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.98% | 減碼 |
| 8 | FND | Floor & Decor Holdings Inc-a | +0.2% | +10.45% | 加碼 |
| 9 | FISV | Fiserv Inc | +0.2% | -0.65% | 減碼 |
| 10 | NEM | Newmont CORP | +0.2% | +0.58% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | -0.26% | 減碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | -1.09% | 減碼 |
| 13 | MET | Metlife Inc | +0.2% | -0.21% | 減碼 |
| 14 | UPS | United Parcel Service-cl B | +0.1% | +19.98% | 加碼 |
| 15 | DHR | Danaher CORP | +0.1% | +1.64% | 加碼 |
| 16 | AON | Aon plc | +0.1% | -0.32% | 減碼 |
| 17 | AAPL | Apple Inc | +0.1% | -0.98% | 減碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | +1.31% | 加碼 |
| 19 | RY | Royal Bank Of Canada | +0.1% | -0.32% | 減碼 |
| 20 | SONY | Sony Group CORP - Sp Adr | +0.1% | +0.67% | 加碼 |
| 21 | IVZ | Invesco Ltd. | +0.1% | +1.95% | 加碼 |
| 22 | ES | Eversource Energy | +0.1% | NEW | 新建倉 |
| 23 | DEO | Diageo Plc-sponsored Adr | +0.1% | +0.54% | 加碼 |
| 24 | A | Agilent Technologies Inc | +0.1% | -1.44% | 減碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +6.20% | 加碼 |
| 26 | PM | Philip Morris International | +0.1% | +0.94% | 加碼 |
| 27 | DUK | Duke Energy CORP | +0.1% | +6.22% | 加碼 |
| 28 | MCO | Moody's CORP | +0.1% | +1.39% | 加碼 |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | -2.90% | 減碼 |
| 30 | ABT | Abbott Laboratories | 0% | -1.12% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | 0% | -2.13% | 減碼 |
| 32 | V | Visa Inc-class A Shares | 0% | +4.80% | 加碼 |
| 33 | DFAX | Dimensional World Ex US Core | 0% | +1.47% | 加碼 |
| 34 | DLTR | Dollar Tree Inc | 0% | +59.86% | 加碼 |
| 35 | FHN | First Horizon CORP | -0.1% | EXIT | 清倉 |
| 36 | AMAT | Applied Materials Inc | -0.1% | -0.01% | 減碼 |
| 37 | VSH | Vishay Intertechnology Inc | -0.2% | +1.39% | 加碼 |
| 38 | DIS | Walt Disney Co/the | -0.2% | -6.12% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +1.08% | 加碼 |
| 40 | BA | Boeing Co/the | -0.2% | +1.80% | 加碼 |
| 41 | QCOM | Qualcomm Inc | -0.3% | +0.25% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.06% | 加碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.4% | -14.53% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.4% | -2.08% | 減碼 |
| 45 | SCHW | Schwab (charles) CORP | -0.4% | +2.28% | 加碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -1.23% | 減碼 |
| 47 | WBD | Warner Bros Discovery Inc | -0.5% | -97.56% | 減碼 |
| 48 | FERG | Ferguson Enterprises Inc. | -0.6% | EXIT | 清倉 |
| 49 | KO | Coca-cola Co/the | -0.8% | -90.11% | 減碼 |
| 50 | UL | Unilever PLC | -1% | -96.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Live Oak Private Wealth LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8.0億，共申報了 180 個公開持股部位。
在 Q3 2024 季度，Live Oak Private Wealth LLC 按市值排列的前三大核心持股分別為：BRK-B (5.4%)、MSFT (3.1%)、AAPL (3.0%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.4% 的權重。
在 Q3 2024 季度中，Live Oak Private Wealth LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 23 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SLB。 本季清倉部位包含 FERG。
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。
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。
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。