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
156 檔
29.9%
在 Q3 2025 申报期间，Lafayette Investments, Inc.（CIK: 0001308377）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.4亿，共持有 156 个公开申报仓位。
Lafayette Investments, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 22 档持股的同时，亦同步清仓 3 档并减仓 22 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 29.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 11.35% | -0.43% | -0.14% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 7.38% | -0.54% | -0.05% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 4.20% | +0.04% | -0.50% | |
| 4 | KLAC | Kla CORP | 股票-科技 | 4.15% | +3.06% | +0.43% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.01% | -0.34% | +1.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -0.09% | +1.00% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.42% | +0.40% | +0.06% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.84% | -0.12% | -0.07% | |
| 9 | AZO | Autozone Inc | 股票-周期性消费 | 2.36% | -0.27% | -9.10% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.17% | -0.31% | -0.64% | |
| 11 | PAYX | Paychex Inc | 股票-科技 | 2.16% | +0.01% | +0.95% | |
| 12 | B | Barrick Mining CORP | 股票-原材料 | 2.07% | -0.39% | -0.05% | |
| 13 | NSC | Norfolk Southern CORP | 股票-工业 | 1.93% | — | -0.15% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.75% | -0.19% | -0.93% | |
| 15 | JEF | Jefferies Financial Group In | 股票-金融 | 1.73% | +0.12% | -0.55% | |
| 16 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.69% | +0.20% | -0.25% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | -0.17% | -5.53% | |
| 18 | L | Loews CORP | 股票-金融 | 1.41% | -0.06% | -0.10% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.31% | -0.40% | -1.99% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.30% | -0.30% | -0.89% | |
| 21 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.26% | +0.01% | -0.33% | |
| 22 | PAYC | Paycom Software Inc | 股票-科技 | 1.18% | +0.01% | +2.71% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | -0.18% | +3.41% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.04% | -0.08% | -1.06% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.03% | -0.03% | -0.97% | |
| 26 | GHC | Graham Holdings Co-class B | 股票-工业 | 0.98% | -0.02% | -0.05% | |
| 27 | ALLE | Allegion plc | 股票-工业 | 0.97% | -0.10% | -2.84% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | +0.02% | -0.23% | |
| 29 | LII | Lennox International Inc | 股票-工业 | 0.95% | +0.10% | -0.19% | |
| 30 | PH | Parker Hannifin CORP | 股票-工业 | 0.90% | -0.01% | -0.24% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.38% | -0.52% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.88% | -0.10% | -1.48% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.86% | +0.10% | +2.70% | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.83% | +0.12% | — | |
| 35 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.81% | -0.09% | +4.92% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.81% | -0.03% | -1.35% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.77% | -0.05% | — | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.75% | -0.08% | -0.75% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.73% | +0.11% | +44.17% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.73% | -0.09% | +7.13% | |
| 41 | ESAB | Esab CORP | 股票-工业 | 0.73% | -0.05% | -0.45% | |
| 42 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.72% | -0.12% | -0.72% | |
| 43 | GLW | Corning Inc | 股票-科技 | 0.64% | +0.18% | -37.50% | |
| 44 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.62% | +0.07% | -0.28% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.62% | +0.08% | -1.17% | |
| 46 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.61% | -0.09% | +1.20% | |
| 47 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.59% | +0.12% | -1.11% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.03% | +5.29% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.03% | +0.11% | |
| 50 | AON | Aon plc | 股票-金融 | 0.45% | -0.03% | +0.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1.3% | +0.43% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | +0.06% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +1.00% | 加仓 |
| 4 | NVO | Novo-nordisk A/s-spons Adr | +0.6% | +44.17% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.6% | +1.27% | 加仓 |
| 6 | ANET | Arista Networks Inc | +0.3% | — | 加仓 |
| 7 | NSC | Norfolk Southern CORP | +0.2% | -0.15% | 减仓 |
| 8 | ASML | ASML Holding N.V. | +0.2% | +63.27% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.23% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | -0.93% | 加仓 |
| 11 | TXN | Texas Instruments Inc | +0.2% | -1.17% | 加仓 |
| 12 | JEF | Jefferies Financial Group In | +0.2% | -0.55% | 减仓 |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | -0.93% | 减仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +2.70% | 加仓 |
| 15 | AAPL | Apple Inc | +0.1% | -0.07% | 加仓 |
| 16 | ALLE | Allegion plc | +0.1% | -2.84% | 减仓 |
| 17 | GHC | Graham Holdings Co-class B | +0.1% | -0.05% | 减仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | +2.29% | 加仓 |
| 19 | FDS | Factset Research Systems Inc | +0.1% | +255.65% | 加仓 |
| 20 | PH | Parker Hannifin CORP | +0.1% | -0.24% | 减仓 |
| 21 | ADBE | Adobe Inc | +0.1% | +12.70% | 加仓 |
| 22 | BAC | Bank Of America CORP | +0.1% | +0.11% | 加仓 |
| 23 | GPC | Genuine Parts Co | +0.1% | -0.33% | 减仓 |
| 24 | DIS | Walt Disney Co/the | 0% | — | 减仓 |
| 25 | XOM | Exxon Mobil CORP | 0% | -0.52% | 加仓 |
| 26 | AOS | Smith (a.o.) CORP | 0% | -0.72% | 加仓 |
| 27 | TROW | T Rowe Price Group Inc | — | -0.25% | 减仓 |
| 28 | PYPL | Paypal Holdings Inc | — | +4.92% | 加仓 |
| 29 | L | Loews CORP | 0% | -0.10% | 加仓 |
| 30 | LMT | Lockheed Martin CORP | 0% | -1.99% | 减仓 |
| 31 | FISV | Fiserv Inc | -0.1% | -31.69% | 减仓 |
| 32 | ULTA | Ulta Beauty Inc | -0.2% | -33.27% | 减仓 |
| 33 | KO | Coca-cola Co/the | -0.2% | -1.35% | 减仓 |
| 34 | ACN | Accenture plc | -0.2% | +7.13% | 加仓 |
| 35 | LII | Lennox International Inc | -0.2% | -0.19% | 减仓 |
| 36 | WAT | Waters CORP | -0.2% | -7.38% | 减仓 |
| 37 | DEO | Diageo Plc-sponsored Adr | -0.3% | -0.97% | 减仓 |
| 38 | MRSH | Marsh & Mclennan Cos | -0.3% | -0.75% | 减仓 |
| 39 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -1.48% | 减仓 |
| 40 | SBUX | Starbucks CORP | -0.3% | -1.06% | 减仓 |
| 41 | MKL | Markel Group Inc | -0.6% | -0.05% | 减仓 |
| 42 | PAYX | Paychex Inc | -0.7% | +0.95% | 加仓 |
| 43 | PGR | Progressive CORP | -1.2% | -0.50% | 减仓 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -2% | -0.14% | 减仓 |
| 45 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 46 | ABX | Barrick Gold CORP | — | EXIT | 清仓 |
| 47 | INTC | Intel CORP | — | EXIT | 清仓 |
| 48 | DUK | Duke Energy CORP | — | NEW | 新建仓 |
| 49 | QCOM | Qualcomm Inc | — | NEW | 新建仓 |
| 50 | CABO | Cable One Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lafayette Investments, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$5.4亿，共申报了 156 个公开持股仓位。
在 Q3 2025 季度，Lafayette Investments, Inc. 按市值排列的前三大核心持股分别为：BRK-B (11.3%)、MKL (7.4%)、PGR (4.2%)。其中最大持股仓位 BRK-B 占据整体投资组合约 11.3% 的权重。
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。
本季最大新建仓标的
B
市值: US$1082.4万
本季最大获利了结 / 清仓标的
ABX
前期市值: US$645.3万
在 Q3 2025 季度中，Lafayette Investments, Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 22 个仓位、减仓 22 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 ABX。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。