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: 0001455845
申報總市值
US$7.4億
US$7.4億
139 檔
24.9%
截至 Q3 2024 季度末，LS Investment Advisors, LLC 的美股持倉估值約為 US$7.4億，全數申報部位共有 139 檔。
Q3 2024 的申報記錄反映 LS Investment Advisors, LLC 的板塊替換策略：機構本季推動了 22 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
整體而言，LS Investment Advisors, LLC 的前 5 大持股（包含 AAPL, MSFT, GOOG）貢獻了組合市值的 24.9%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | 11.23% | +0.36% | +0.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.37% | -0.36% | +1.96% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.96% | +0.66% | +0.80% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 3.50% | -0.12% | -1.34% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 3.14% | -0.02% | -1.67% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.92% | +0.04% | -1.72% | |
| 7 | ECL | Ecolab Inc | 股票-原物料 | 2.59% | -0.13% | -0.80% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.49% | -1.01% | +2.79% | |
| 9 | DHR | Danaher CORP | 股票-醫療保健 | 2.46% | -0.11% | -2.64% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.25% | -0.16% | -3.91% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 2.22% | +1.04% | -0.57% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.13% | +0.33% | -0.49% | |
| 13 | GWW | Ww Grainger Inc | 股票-工業 | 2.06% | +0.21% | +0.58% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 2.03% | -0.47% | -1.73% | |
| 15 | BLKCHF | Blackrock Inc | 股票-其他 | 1.98% | — | -1.59% | |
| 16 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.94% | -1.14% | -0.72% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.91% | +0.22% | +884.25% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.69% | +0.28% | +1.47% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.66% | +0.05% | -1.14% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.65% | -0.02% | +2.87% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.60% | +0.12% | +0.20% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 1.59% | -0.19% | -9.32% | |
| 23 | CSX | Csx CORP | 股票-工業 | 1.52% | +0.01% | -1.24% | |
| 24 | LIN | Linde plc | 股票-原物料 | 1.51% | -0.10% | +0.31% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.51% | -0.23% | -1.79% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.43% | -0.06% | -1.01% | |
| 27 | EMR | Emerson Electric Co | 股票-工業 | 1.42% | -0.04% | -1.77% | |
| 28 | EG | Everest Group, Ltd. | 股票-金融 | 1.37% | -0.01% | -0.01% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.32% | +0.06% | +96.91% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.08% | -2.57% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.20% | +2.82% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.16% | -0.02% | -5.39% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.13% | -0.40% | +0.37% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 1.05% | — | -1.90% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.99% | -0.18% | +111.42% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.97% | -0.10% | -9.68% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.97% | -0.17% | +0.33% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.15% | +9.43% | |
| 39 | WM | Waste Management Inc | 股票-工業 | 0.84% | -0.12% | +0.53% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.68% | -0.13% | -4.84% | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.59% | -0.10% | -0.80% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.27% | +1.46% | |
| 43 | GD | General Dynamics CORP | 股票-工業 | 0.50% | -0.07% | +1.03% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.02% | +2.42% | |
| 45 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.45% | — | +1.09% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.44% | — | -5.54% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.44% | +0.02% | -1.29% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.36% | +4.81% | |
| 49 | DFSEUR | Discover Financial Services | 股票-其他 | 0.43% | — | -0.91% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | -0.13% | +0.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | +96.91% | 加碼 |
| 2 | AAPL | Apple Inc | +0.6% | +0.66% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | +111.42% | 加碼 |
| 4 | FISV | Fiserv Inc | +0.3% | -1.67% | 減碼 |
| 5 | HD | Home Depot Inc | +0.3% | -1.34% | 減碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.3% | -0.72% | 減碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | -0.57% | 減碼 |
| 8 | BLKCHF | Blackrock Inc | +0.2% | -1.59% | 減碼 |
| 9 | WMT | Walmart Inc | +0.2% | -1.73% | 減碼 |
| 10 | GWW | Ww Grainger Inc | +0.2% | +0.58% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | -1.79% | 減碼 |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | 新建倉 |
| 13 | MS | Morgan Stanley | +0.1% | +139.38% | 加碼 |
| 14 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +2.79% | 加碼 |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.87% | 加碼 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +0.37% | 加碼 |
| 17 | DHR | Danaher CORP | +0.1% | -2.64% | 減碼 |
| 18 | CB | Chubb Limited | +0.1% | -3.91% | 減碼 |
| 19 | LIN | Linde plc | +0.1% | +0.31% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.57% | 減碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | -4.84% | 減碼 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | +3.20% | 加碼 |
| 23 | MO | Altria Group Inc | +0.1% | +36.00% | 加碼 |
| 24 | CMCSA | Comcast Corp-class A | +0.1% | +95.96% | 加碼 |
| 25 | ADP | Automatic Data Processing | 0% | -5.39% | 減碼 |
| 26 | MMM | 3m Co | 0% | — | 不變 |
| 27 | USB | US Bancorp | 0% | -1.29% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | +0.03% | 加碼 |
| 29 | ECL | Ecolab Inc | 0% | -0.80% | 減碼 |
| 30 | COST | Costco Wholesale CORP | 0% | +2.82% | 加碼 |
| 31 | NVDA | Nvidia CORP | 0% | +9.43% | 加碼 |
| 32 | AVGO | Broadcom Inc | — | +884.25% | 加碼 |
| 33 | VOO | Vanguard S&p 500 ETF | — | +0.20% | 加碼 |
| 34 | V | Visa Inc-class A Shares | -0.1% | -1.72% | 減碼 |
| 35 | VLUE | Ishares Msci USA Value Facto | -0.1% | -23.43% | 減碼 |
| 36 | IJR | Ishares Core S&p Small-cap E | -0.1% | -23.44% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | -0.1% | -53.53% | 減碼 |
| 38 | SCHW | Schwab (charles) CORP | -0.1% | -15.45% | 減碼 |
| 39 | INTC | Intel CORP | -0.1% | -30.12% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | +0.33% | 加碼 |
| 41 | CLX | Clorox Company | -0.2% | EXIT | 清倉 |
| 42 | MCD | Mcdonald's CORP | -0.2% | -45.15% | 減碼 |
| 43 | DIS | Walt Disney Co/the | -0.2% | -9.68% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.47% | 加碼 |
| 45 | SYY | Sysco CORP | -0.3% | -86.20% | 減碼 |
| 46 | XLE | Ss Energy Select Sector | -0.3% | -9.32% | 減碼 |
| 47 | CVS | Cvs Health CORP | -0.4% | -83.01% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | +1.96% | 加碼 |
| 49 | QCOM | Qualcomm Inc | -0.5% | -0.49% | 減碼 |
| 50 | GOOG | Alphabet Inc-cl C | -0.6% | +0.80% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，LS Investment Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$7.4億，共申報了 139 個公開持股部位。
在 Q3 2024 季度，LS Investment Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (11.2%)、MSFT (5.4%)、GOOG (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.2% 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
SCHD
市值: US$87.6萬
本季最大獲利了結 / 清倉標的
CLX
前期市值: US$97.6萬
在 Q3 2024 季度中，LS Investment Advisors, LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SCHD。 本季清倉部位包含 CLX。
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。