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
134 檔
26.3%
在 Q4 2024 的 13F 官方備案中，LS Investment Advisors, LLC 管理的美股投資組合規模來到 US$7.4億，整體持股檔數為 134 檔。
在 Q4 2024 期間，LS Investment Advisors, LLC 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 1 檔新建倉標的之中。
在資產配置集中度方面，LS Investment Advisors, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOG 等）合計佔整體申報市值的 26.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 11.84% | +0.36% | -1.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.25% | -0.36% | +0.65% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.50% | +0.66% | +0.60% | |
| 4 | FISV | Fiserv Inc | 股票-其他 | 3.55% | -0.02% | -0.58% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 3.33% | -0.12% | -0.05% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.24% | +0.04% | -2.69% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.60% | +0.22% | +1.85% | |
| 8 | ECL | Ecolab Inc | 股票-原物料 | 2.36% | -0.13% | +0.24% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.26% | -1.01% | -1.03% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.22% | -0.47% | -1.53% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.14% | -0.16% | +0.11% | |
| 12 | BLK | Blackrock Inc | 股票-金融 | 2.11% | -0.12% | — | |
| 13 | GWW | Ww Grainger Inc | 股票-工業 | 2.08% | +0.21% | +0.04% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 2.02% | +1.04% | -1.12% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 2.00% | -0.11% | -0.43% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.92% | +0.33% | +0.39% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.28% | -0.73% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.82% | +0.05% | -0.34% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.71% | +0.12% | +5.75% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.71% | -1.14% | -0.46% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | -0.02% | +3.83% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.64% | +0.06% | +6.81% | |
| 23 | EMR | Emerson Electric Co | 股票-工業 | 1.59% | -0.04% | -0.82% | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 1.48% | -0.19% | -3.39% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.44% | -0.23% | +0.35% | |
| 26 | CSX | Csx CORP | 股票-工業 | 1.40% | +0.01% | -0.29% | |
| 27 | LIN | Linde plc | 股票-原物料 | 1.33% | -0.10% | +1.31% | |
| 28 | EG | Everest Group, Ltd. | 股票-金融 | 1.28% | -0.01% | +1.59% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | -0.20% | +3.06% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.25% | -0.06% | -2.03% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.08% | +0.81% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | -0.02% | +0.32% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.15% | -0.10% | +3.63% | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.10% | -0.40% | -1.82% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.15% | +10.71% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.18% | +4.75% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | — | -1.21% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.82% | -0.12% | +0.31% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.58% | -0.13% | +0.77% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.56% | +0.02% | +23.23% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.27% | +0.16% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.02% | +2.68% | |
| 43 | DFSEUR | Discover Financial Services | 股票-其他 | 0.53% | — | — | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.47% | -0.07% | +6.78% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | — | +0.11% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +10.26% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | -0.17% | -51.99% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.36% | +0.42% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | -0.13% | -1.18% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.37% | -0.10% | -30.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.1% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.7% | +1.85% | 加碼 |
| 3 | AAPL | Apple Inc | +0.6% | -1.14% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.60% | 加碼 |
| 5 | FISV | Fiserv Inc | +0.4% | -0.58% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.3% | -2.69% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +6.81% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.73% | 減碼 |
| 9 | WMT | Walmart Inc | +0.2% | -1.53% | 減碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.71% | 加碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +3.63% | 加碼 |
| 12 | EMR | Emerson Electric Co | +0.2% | -0.82% | 減碼 |
| 13 | BAC | Bank Of America CORP | +0.2% | -0.34% | 減碼 |
| 14 | USB | US Bancorp | +0.1% | +23.23% | 加碼 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.75% | 加碼 |
| 16 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +293.84% | 加碼 |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +269.42% | 加碼 |
| 18 | DFSEUR | Discover Financial Services | +0.1% | — | 不變 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +2.68% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +3.06% | 加碼 |
| 21 | ADP | Automatic Data Processing | +0.1% | +0.32% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +4.75% | 加碼 |
| 23 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +329.39% | 加碼 |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.83% | 加碼 |
| 25 | SYY | Sysco CORP | -0.1% | EXIT | 清倉 |
| 26 | ABBV | Abbvie Inc | -0.1% | -3.62% | 減碼 |
| 27 | RTX | Rtx CORP | -0.1% | +0.35% | 加碼 |
| 28 | CVS | Cvs Health CORP | -0.1% | EXIT | 清倉 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -10.34% | 減碼 |
| 30 | UPS | United Parcel Service-cl B | -0.1% | -44.11% | 減碼 |
| 31 | EG | Everest Group, Ltd. | -0.1% | +1.59% | 加碼 |
| 32 | ROP | Roper Technologies Inc | -0.1% | -1.21% | 減碼 |
| 33 | NEE | Nextera Energy Inc | -0.1% | +0.77% | 加碼 |
| 34 | CB | Chubb Limited | -0.1% | +0.11% | 加碼 |
| 35 | XLE | Ss Energy Select Sector | -0.1% | -3.39% | 減碼 |
| 36 | CSX | Csx CORP | -0.1% | -0.29% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.1% | +0.65% | 加碼 |
| 38 | HD | Home Depot Inc | -0.2% | -0.05% | 減碼 |
| 39 | LIN | Linde plc | -0.2% | +1.31% | 加碼 |
| 40 | PEP | Pepsico Inc | -0.2% | -2.03% | 減碼 |
| 41 | CAT | Caterpillar Inc | -0.2% | -1.12% | 減碼 |
| 42 | QCOM | Qualcomm Inc | -0.2% | +0.39% | 加碼 |
| 43 | PFE | Pfizer Inc | -0.2% | -30.86% | 減碼 |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | -0.46% | 減碼 |
| 45 | VYMI | Vanguard Int High Dvd Yld In | -0.2% | -1.03% | 減碼 |
| 46 | ECL | Ecolab Inc | -0.2% | +0.24% | 加碼 |
| 47 | ELV | Elevance Health Inc | -0.5% | EXIT | 清倉 |
| 48 | DHR | Danaher CORP | -0.5% | -0.43% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | -0.6% | -51.99% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，LS Investment Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$7.4億，共申報了 134 個公開持股部位。
在 Q4 2024 季度，LS Investment Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (11.8%)、MSFT (5.3%)、GOOG (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.8% 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
BLK
市值: US$1441.1萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1337.0萬
在 Q4 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 23 個部位、減碼 21 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。