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
126 檔
26.3%
在 Q1 2026 申報期間，LS Investment Advisors, LLC（CIK: 0001455845）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$7.4億，共持有 126 個公開申報部位。
數據顯示 LS Investment Advisors, LLC 於 Q1 2026 季度持續回收資金，對 81 個既有部位進行裁減並清倉 12 個標的，組合整體流動性比重有所上升。
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, VYMI, 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 | 10.30% | +0.36% | -5.53% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 5.94% | -1.01% | +6.25% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.45% | +0.66% | -11.72% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.36% | -4.39% | |
| 5 | CAT | Caterpillar Inc | 股票-工業 | 3.16% | +1.04% | -9.63% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.16% | +0.15% | -9.31% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.74% | +0.04% | -3.94% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.62% | -0.12% | -3.26% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.56% | -0.47% | -9.63% | |
| 10 | ECL | Ecolab Inc | 股票-原物料 | 2.48% | -0.13% | -3.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.43% | +0.28% | -11.13% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | +0.06% | -4.31% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.30% | +0.22% | -12.98% | |
| 14 | CB | Chubb Limited | 股票-金融 | 2.09% | -0.16% | -4.74% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.02% | -0.23% | -4.00% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.81% | +0.05% | -4.98% | |
| 17 | BLK | Blackrock Inc | 股票-金融 | 1.80% | -0.12% | -9.83% | |
| 18 | GWW | Ww Grainger Inc | 股票-工業 | 1.68% | +0.21% | -7.20% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.57% | -0.02% | -16.49% | |
| 20 | EMR | Emerson Electric Co | 股票-工業 | 1.53% | -0.04% | -5.27% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.18% | -6.61% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.47% | +0.12% | -12.23% | |
| 23 | LIN | Linde plc | 股票-原物料 | 1.42% | -0.10% | -0.08% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.42% | -1.14% | -7.06% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.36% | -0.40% | -7.28% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.36% | +0.33% | -6.85% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | -0.36% | +193.57% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 1.18% | -0.11% | -1.23% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.16% | -0.20% | -2.72% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.08% | -4.14% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.11% | -0.10% | +0.53% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | +0.05% | +369.23% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.06% | +70.31% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | +0.31% | +150.33% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.27% | +34.77% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | -0.19% | -43.00% | |
| 37 | WM | Waste Management Inc | 股票-工業 | 0.87% | -0.12% | -4.24% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.83% | -0.06% | +81.11% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.77% | +0.23% | +709.31% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.70% | -0.08% | +502.44% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.07% | +148.22% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.64% | -0.13% | -13.78% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.62% | -0.08% | -8.26% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.58% | -0.07% | +1.18% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.56% | -0.01% | -7.56% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.17% | -8.13% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.55% | +0.81% | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.02% | +124.47% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | — | +23.77% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | -0.13% | +19.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1% | +193.57% | 加碼 |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +0.9% | +6.25% | 加碼 |
| 3 | IBM | Intl Business Machines CORP | +0.8% | +369.23% | 加碼 |
| 4 | APH | Amphenol Corp-cl A | +0.7% | +709.31% | 加碼 |
| 5 | TJX | Tjx Companies Inc | +0.6% | +502.44% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.6% | +150.33% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +70.31% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.5% | -9.63% | 減碼 |
| 9 | CVX | Chevron CORP | +0.5% | +34.77% | 加碼 |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +81.11% | 加碼 |
| 11 | LLY | Eli Lilly & Co | +0.4% | +148.22% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | +124.47% | 加碼 |
| 13 | LIN | Linde plc | +0.3% | -0.08% | 減碼 |
| 14 | COST | Costco Wholesale CORP | +0.2% | -2.72% | 減碼 |
| 15 | WMT | Walmart Inc | +0.2% | -9.63% | 減碼 |
| 16 | CVS | Cvs Health CORP | +0.1% | +366.29% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | -4.00% | 減碼 |
| 18 | CB | Chubb Limited | +0.1% | -4.74% | 減碼 |
| 19 | ECL | Ecolab Inc | +0.1% | -3.35% | 減碼 |
| 20 | GWW | Ww Grainger Inc | +0.1% | -7.20% | 減碼 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +19.45% | 加碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | -7.28% | 減碼 |
| 23 | ABBV | Abbvie Inc | +0.1% | +23.77% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | +59.83% | 加碼 |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +40.92% | 加碼 |
| 26 | TGT | Target CORP | +0.1% | +2.25% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | -8.13% | 減碼 |
| 28 | GD | General Dynamics CORP | +0.1% | +1.18% | 加碼 |
| 29 | WM | Waste Management Inc | +0.1% | -4.24% | 減碼 |
| 30 | KO | Coca-cola Co/the | 0% | +9.93% | 加碼 |
| 31 | KMI | Kinder Morgan, Inc. | 0% | -2.79% | 減碼 |
| 32 | INTC | Intel CORP | 0% | -1.97% | 減碼 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.98% | 減碼 |
| 34 | NEE | Nextera Energy Inc | 0% | -13.78% | 減碼 |
| 35 | VZ | Verizon Communications Inc | 0% | -10.48% | 減碼 |
| 36 | PEP | Pepsico Inc | 0% | -4.40% | 減碼 |
| 37 | UPS | United Parcel Service-cl B | 0% | +42.75% | 加碼 |
| 38 | CSX | Csx CORP | 0% | -5.83% | 減碼 |
| 39 | T | At&t Inc | 0% | -8.26% | 減碼 |
| 40 | PFE | Pfizer Inc | 0% | -10.41% | 減碼 |
| 41 | AZO | Autozone Inc | 0% | — | 不變 |
| 42 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 43 | AEP | American Electric Power | 0% | -15.10% | 減碼 |
| 44 | ABT | Abbott Laboratories | 0% | +29.33% | 加碼 |
| 45 | WEC | Wec Energy Group Inc | 0% | — | 不變 |
| 46 | IEMG | Ishares Core Msci Emerging | 0% | — | 不變 |
| 47 | LOW | Lowe's Cos Inc | 0% | +1.06% | 加碼 |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | +0.02% | 加碼 |
| 49 | MDY | State Street Spdr S&p Midcap | 0% | — | 不變 |
| 50 | DLN | Wisdomtree US Largecap Divid | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，LS Investment Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.4億，共申報了 126 個公開持股部位。
在 Q1 2026 季度，LS Investment Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (10.3%)、VYMI (5.9%)、GOOG (5.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.3% 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
DFAX
市值: US$367.9萬
本季最大獲利了結 / 清倉標的
ROP
前期市值: US$513.8萬
在 Q1 2026 季度中，LS Investment Advisors, LLC 共進行了 127 項持倉異動，包含新建倉 7 個部位、加碼 27 個部位、減碼 81 個部位以及清倉 12 個部位。 其中最大新建倉標的為 DFAX。 本季清倉部位包含 ROP。
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。