13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001308377
申报总市值
US$5.4亿
US$5.4亿
146 檔
26.4%
根据最新整理的 13F 季度数据集，Lafayette Investments, Inc. 于 Q3 2024 结束时的管理资产规模为 US$5.4亿。该机构在本季度申报了 146 档美股持仓，呈现出该时期的主要投资地图。
Lafayette Investments, Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 20 档持股的同时，亦同步清仓 1 档并减仓 23 档标的。
在资产配置集中度方面，Lafayette Investments, Inc. 的前 5 大核心持股（包含 BRK-B, MKL, PGR 等）合计占整体申报市值的 26.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
CRWD
市值: US$43.5万
本季最大获利了结 / 清仓标的
QCOM
前期市值: US$23.3万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.89% | -0.43% | -2.29% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 6.75% | -0.54% | -0.26% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 5.03% | +0.04% | -2.59% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.33% | -0.34% | +0.13% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.09% | +0.03% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 3.20% | +3.06% | +0.46% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.86% | -0.12% | -0.10% | |
| 8 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.71% | -0.31% | -0.18% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.49% | +0.40% | -0.10% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 2.47% | +0.01% | -0.29% | |
| 11 | JEF | Jefferies Financial Group In | 股票-金融 | 2.35% | +0.12% | -0.93% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 2.19% | -0.40% | -0.15% | |
| 13 | AZO | Autozone Inc | 股票-周期性消费 | 2.17% | -0.27% | -0.24% | |
| 14 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.99% | +0.20% | -1.13% | |
| 15 | NSC | Norfolk Southern CORP | 股票-工业 | 1.80% | — | -0.43% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.65% | -0.17% | +0.05% | |
| 17 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.65% | -0.03% | +1.85% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.52% | -0.08% | +1.68% | |
| 19 | ABX | Barrick Gold CORP | 股票-金融 | 1.46% | — | +1.66% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.44% | -0.30% | -0.21% | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 1.44% | -0.01% | -0.14% | |
| 22 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.43% | +0.01% | +0.01% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.34% | -0.19% | +0.78% | |
| 24 | LII | Lennox International Inc | 股票-工业 | 1.28% | +0.10% | -52.97% | |
| 25 | L | Loews CORP | 股票-金融 | 1.27% | -0.06% | -0.52% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.17% | -0.18% | — | |
| 27 | ALLE | Allegion plc | 股票-工业 | 0.99% | -0.10% | -0.52% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | -0.03% | -1.56% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.99% | -0.09% | +0.08% | |
| 30 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.99% | -0.10% | -1.12% | |
| 31 | PAYC | Paycom Software Inc | 股票-科技 | 0.97% | +0.01% | +13.03% | |
| 32 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.94% | -0.08% | -8.85% | |
| 33 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.87% | -0.09% | +2.23% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.38% | -0.76% | |
| 35 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.86% | -0.09% | +90.68% | |
| 36 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.85% | +0.07% | -0.98% | |
| 37 | ESAB | Esab CORP | 股票-工业 | 0.80% | -0.05% | -4.31% | |
| 38 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.80% | -0.12% | +4.30% | |
| 39 | GHC | Graham Holdings Co-class B | 股票-工业 | 0.78% | -0.02% | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | -0.05% | +1.44% | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.69% | +0.18% | -1.68% | |
| 42 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.66% | — | -4.63% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.65% | +0.10% | +13.47% | |
| 44 | WAT | Waters CORP | 股票-医疗保健 | 0.65% | +0.05% | — | |
| 45 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.65% | +0.12% | -2.63% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.02% | -0.16% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.51% | +0.08% | -0.51% | |
| 48 | AON | Aon plc | 股票-金融 | 0.48% | -0.03% | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.03% | -0.80% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.46% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.5% | -2.59% | 减仓 |
| 2 | NKE | Nike Inc -cl B | +0.5% | +90.68% | 加仓 |
| 3 | LOW | Lowe's Cos Inc | +0.3% | -0.18% | 减仓 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | -0.15% | 减仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -2.29% | 减仓 |
| 6 | JEF | Jefferies Financial Group In | +0.3% | -0.93% | 减仓 |
| 7 | SBUX | Starbucks CORP | +0.2% | +1.68% | 加仓 |
| 8 | PH | Parker Hannifin CORP | +0.2% | -0.14% | 减仓 |
| 9 | MHK | Mohawk Industries Inc | +0.2% | -0.98% | 减仓 |
| 10 | PYPL | Paypal Holdings Inc | +0.2% | +2.23% | 加仓 |
| 11 | PAYC | Paycom Software Inc | +0.2% | +13.03% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +0.13% | 加仓 |
| 13 | ABX | Barrick Gold CORP | +0.2% | +1.66% | 加仓 |
| 14 | NSC | Norfolk Southern CORP | +0.1% | -0.43% | 减仓 |
| 15 | ALLE | Allegion plc | +0.1% | -0.52% | 减仓 |
| 16 | PAYX | Paychex Inc | +0.1% | -0.29% | 减仓 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +100.86% | 加仓 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建仓 |
| 19 | DEO | Diageo Plc-sponsored Adr | +0.1% | +1.85% | 加仓 |
| 20 | WAT | Waters CORP | +0.1% | — | 不变 |
| 21 | AAPL | Apple Inc | +0.1% | -0.10% | 减仓 |
| 22 | ACN | Accenture plc | +0.1% | +0.08% | 加仓 |
| 23 | CHKP | Check Point Software Technologies Ltd. | +0.1% | -1.12% | 减仓 |
| 24 | GHC | Graham Holdings Co-class B | +0.1% | — | 不变 |
| 25 | AOS | Smith (a.o.) CORP | +0.1% | +4.30% | 加仓 |
| 26 | HAS | Hasbro Inc | +0.1% | -0.77% | 减仓 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +2.31% | 加仓 |
| 28 | ETN | Eaton Corporation plc | +0.1% | +103.45% | 加仓 |
| 29 | ORCL | Oracle CORP | +0.1% | NEW | 新建仓 |
| 30 | JNJ | Johnson & Johnson | 0% | +0.05% | 加仓 |
| 31 | GLW | Corning Inc | 0% | -1.68% | 减仓 |
| 32 | AON | Aon plc | 0% | — | 不变 |
| 33 | KO | Coca-cola Co/the | 0% | -1.56% | 减仓 |
| 34 | V | Visa Inc-class A Shares | 0% | +8.43% | 加仓 |
| 35 | ESAB | Esab CORP | — | -4.31% | 减仓 |
| 36 | AMZN | Amazon.com Inc | — | +13.47% | 加仓 |
| 37 | L | Loews CORP | 0% | -0.52% | 减仓 |
| 38 | AZO | Autozone Inc | 0% | -0.24% | 减仓 |
| 39 | COST | Costco Wholesale CORP | 0% | — | 不变 |
| 40 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清仓 |
| 41 | WBA | Walgreens Boots Alliance Inc | -0.1% | +0.63% | 加仓 |
| 42 | INTC | Intel CORP | -0.1% | +1.23% | 加仓 |
| 43 | SD2 | Sandy Spring Bancorp Inc | -0.2% | -84.50% | 减仓 |
| 44 | SCHW | Schwab (charles) CORP | -0.3% | +0.78% | 加仓 |
| 45 | TROW | T Rowe Price Group Inc | -0.3% | -1.13% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | +0.03% | 加仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -0.10% | 减仓 |
| 48 | KLAC | Kla CORP | -0.5% | +0.46% | 加仓 |
| 49 | MKL | Markel Group Inc | -0.6% | -0.26% | 减仓 |
| 50 | LII | Lennox International Inc | -1.3% | -52.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lafayette Investments, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$5.4亿，共申报了 146 个公开持股仓位。
在 Q3 2024 季度，Lafayette Investments, Inc. 按市值排列的前三大核心持股分别为：BRK-B (11.9%)、MKL (6.8%)、PGR (5.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 11.9% 的权重。
在 Q3 2024 季度中，Lafayette Investments, Inc. 共进行了 46 项持仓异动，包含新建仓 2 个仓位、加仓 20 个仓位、减仓 23 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CRWD。 本季清仓仓位包含 QCOM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。