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
31.2%
Q4 2025 季度申报显示，Lafayette Investments, Inc. 披露的美股组合总市值为 US$5.4亿，涵盖 156 个不同之权益投资仓位。
在 Q4 2025，Lafayette Investments, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
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, KLAC 等）合计占整体申报市值的 31.2%，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 | 11.29% | -0.43% | +0.82% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 8.29% | -0.54% | +1.08% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 4.36% | +3.06% | -5.66% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.23% | +0.40% | -2.73% | |
| 5 | PGR | Progressive CORP | 股票-金融 | 3.82% | +0.04% | +0.16% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.60% | -0.34% | +1.19% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.09% | +0.39% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.99% | -0.12% | -0.24% | |
| 9 | B | Barrick Mining CORP | 股票-原材料 | 2.70% | -0.39% | -0.53% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.01% | -0.31% | -2.51% | |
| 11 | PAYX | Paychex Inc | 股票-科技 | 1.90% | +0.01% | +0.62% | |
| 12 | NSC | Norfolk Southern CORP | 股票-工业 | 1.82% | — | -0.12% | |
| 13 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.81% | -0.19% | -0.28% | |
| 14 | AZO | Autozone Inc | 股票-周期性消费 | 1.76% | -0.27% | -4.50% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | -0.17% | -0.92% | |
| 16 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.65% | +0.20% | -0.84% | |
| 17 | JEF | Jefferies Financial Group In | 股票-金融 | 1.61% | +0.12% | -0.34% | |
| 18 | L | Loews CORP | 股票-金融 | 1.45% | -0.06% | -0.55% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.27% | -0.30% | -2.60% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.24% | -0.40% | -0.54% | |
| 21 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.07% | +0.01% | -2.36% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.02% | -0.08% | -0.45% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.99% | +0.10% | +10.58% | |
| 24 | PAYC | Paycom Software Inc | 股票-科技 | 0.99% | +0.01% | +10.50% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | +0.02% | -0.75% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.38% | -0.63% | |
| 27 | PH | Parker Hannifin CORP | 股票-工业 | 0.92% | -0.01% | -10.24% | |
| 28 | GHC | Graham Holdings Co-class B | 股票-工业 | 0.89% | -0.02% | -1.33% | |
| 29 | LII | Lennox International Inc | 股票-工业 | 0.85% | +0.10% | -1.31% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | -0.03% | +0.01% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.80% | -0.09% | +2.31% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | -0.18% | -19.38% | |
| 33 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.78% | -0.10% | -0.34% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.75% | -0.05% | -0.61% | |
| 35 | ALLE | Allegion plc | 股票-工业 | 0.72% | -0.10% | -15.92% | |
| 36 | ESAB | Esab CORP | 股票-工业 | 0.72% | -0.05% | +0.47% | |
| 37 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.71% | -0.09% | +2.07% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.68% | -0.08% | -0.66% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.66% | +0.11% | +0.43% | |
| 40 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.66% | +0.12% | +0.11% | |
| 41 | ANET | Arista Networks Inc | 股票-科技 | 0.66% | +0.12% | -10.52% | |
| 42 | GLW | Corning Inc | 股票-科技 | 0.63% | +0.18% | -7.13% | |
| 43 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.61% | -0.12% | -6.90% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.60% | -0.03% | -35.22% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.03% | +0.78% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.56% | +0.08% | -2.86% | |
| 47 | AKRE | Akre Focus ETF | ETF-其他 | 0.55% | -0.05% | — | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | +0.03% | -7.06% | |
| 49 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.52% | -0.09% | -4.95% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.52% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MKL | Markel Group Inc | +0.9% | +1.08% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -2.73% | 减仓 |
| 3 | B | Barrick Mining CORP | +0.6% | -0.53% | 减仓 |
| 4 | BF-B | Brown-forman Corp-class B | +0.3% | +688.15% | 加仓 |
| 5 | KLAC | Kla CORP | +0.2% | -5.66% | 减仓 |
| 6 | AAPL | Apple Inc | +0.2% | -0.24% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.92% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +10.58% | 加仓 |
| 9 | ACN | Accenture plc | +0.1% | +2.31% | 加仓 |
| 10 | MSGS | Madison Square Garden Sports | +0.1% | +0.11% | 加仓 |
| 11 | WAT | Waters CORP | +0.1% | -6.94% | 减仓 |
| 12 | FDS | Factset Research Systems Inc | +0.1% | +38.12% | 加仓 |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | -0.28% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +3.13% | 加仓 |
| 15 | L | Loews CORP | 0% | -0.55% | 减仓 |
| 16 | XOM | Exxon Mobil CORP | 0% | -0.63% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.82% | 加仓 |
| 19 | TXN | Texas Instruments Inc | -0.1% | -2.86% | 减仓 |
| 20 | ADP | Automatic Data Processing | -0.1% | -24.16% | 减仓 |
| 21 | MRSH | Marsh & Mclennan Cos | -0.1% | -0.66% | 减仓 |
| 22 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +0.43% | 加仓 |
| 23 | NKE | Nike Inc -cl B | -0.1% | -4.95% | 减仓 |
| 24 | GHC | Graham Holdings Co-class B | -0.1% | -1.33% | 减仓 |
| 25 | CHKP | Check Point Software Technologies Ltd. | -0.1% | -0.34% | 减仓 |
| 26 | PYPL | Paypal Holdings Inc | -0.1% | +2.07% | 加仓 |
| 27 | LII | Lennox International Inc | -0.1% | -1.31% | 减仓 |
| 28 | AOS | Smith (a.o.) CORP | -0.1% | -6.90% | 减仓 |
| 29 | MHK | Mohawk Industries Inc | -0.1% | -1.33% | 减仓 |
| 30 | NSC | Norfolk Southern CORP | -0.1% | -0.12% | 减仓 |
| 31 | JEF | Jefferies Financial Group In | -0.1% | -0.34% | 减仓 |
| 32 | LOW | Lowe's Cos Inc | -0.2% | -2.51% | 减仓 |
| 33 | ANET | Arista Networks Inc | -0.2% | -10.52% | 减仓 |
| 34 | PAYC | Paycom Software Inc | -0.2% | +10.50% | 加仓 |
| 35 | GPC | Genuine Parts Co | -0.2% | -2.36% | 减仓 |
| 36 | ALLE | Allegion plc | -0.3% | -15.92% | 减仓 |
| 37 | PAYX | Paychex Inc | -0.3% | +0.62% | 加仓 |
| 38 | MSFT | Microsoft CORP | -0.3% | +0.39% | 加仓 |
| 39 | COST | Costco Wholesale CORP | -0.3% | -19.38% | 减仓 |
| 40 | PGR | Progressive CORP | -0.4% | +0.16% | 加仓 |
| 41 | META | Meta Platforms Inc-class A | -0.4% | +1.19% | 加仓 |
| 42 | DEO | Diageo Plc-sponsored Adr | -0.4% | -35.22% | 减仓 |
| 43 | AZO | Autozone Inc | -0.6% | -4.50% | 减仓 |
| 44 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 45 | CMG | Chipotle Mexican Grill Inc | — | NEW | 新建仓 |
| 46 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建仓 |
| 47 | AXON | Axon Enterprise Inc | — | EXIT | 清仓 |
| 48 | MS | Morgan Stanley | — | NEW | 新建仓 |
| 49 | WMT | Walmart Inc | — | NEW | 新建仓 |
| 50 | UL | Unilever PLC | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lafayette Investments, Inc. 在 Q4 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 Q4 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 (8.3%)、KLAC (4.4%)。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
AKRE
市值: US$292.1万
本季最大获利了结 / 清仓标的
AXON
前期市值: US$35.9万
在 Q4 2025 季度中，Lafayette Investments, Inc. 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 15 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AKRE。 本季清仓仓位包含 AXON。
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。