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
158 檔
28.9%
Lafayette Investments, Inc. 在 Q1 2026 季度的美股仓位总计估值为 US$5.4亿，分散于 158 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，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 69 个仓位并完全清仓 7 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 28.9%，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 | 11.36% | -0.43% | -1.48% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 7.71% | -0.54% | -2.41% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 5.07% | +3.06% | -10.32% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.06% | +0.40% | -1.90% | |
| 5 | PGR | Progressive CORP | 股票-金融 | 3.53% | +0.04% | -0.95% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.27% | -0.34% | -2.13% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.97% | -0.12% | -0.71% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.09% | +0.62% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.15% | -0.17% | -2.91% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.10% | -0.31% | -0.18% | |
| 11 | B | Barrick Mining CORP | 股票-原材料 | 2.03% | -0.39% | -25.33% | |
| 12 | NSC | Norfolk Southern CORP | 股票-工业 | 1.85% | — | -4.59% | |
| 13 | AZO | Autozone Inc | 股票-周期性消费 | 1.85% | -0.27% | -1.28% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.81% | -0.19% | -0.86% | |
| 15 | PAYX | Paychex Inc | 股票-科技 | 1.67% | +0.01% | +0.07% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 1.66% | -0.40% | -0.44% | |
| 17 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.57% | +0.20% | +0.69% | |
| 18 | L | Loews CORP | 股票-金融 | 1.55% | -0.06% | -1.43% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.45% | -0.30% | -2.07% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.38% | -1.49% | |
| 21 | JEF | Jefferies Financial Group In | 股票-金融 | 1.15% | +0.12% | +0.02% | |
| 22 | PAYC | Paycom Software Inc | 股票-科技 | 1.12% | +0.01% | +38.37% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.05% | -0.08% | -9.31% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.18% | +2.04% | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.99% | +0.10% | +3.98% | |
| 26 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.98% | +0.01% | -1.08% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | -0.03% | -0.78% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.02% | -1.44% | |
| 29 | PH | Parker Hannifin CORP | 股票-工业 | 0.92% | -0.01% | -9.15% | |
| 30 | GHC | Graham Holdings Co-class B | 股票-工业 | 0.91% | -0.02% | -0.93% | |
| 31 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.87% | +0.12% | -1.00% | |
| 32 | LII | Lennox International Inc | 股票-工业 | 0.84% | +0.10% | -2.92% | |
| 33 | ALLE | Allegion plc | 股票-工业 | 0.69% | -0.10% | -2.03% | |
| 34 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.68% | -0.08% | -0.52% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.05% | -1.57% | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 0.66% | -0.15% | +107.87% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.66% | +0.22% | — | |
| 38 | ESAB | Esab CORP | 股票-工业 | 0.65% | -0.05% | -2.73% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.65% | -0.09% | +2.20% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.64% | +0.08% | -4.05% | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | -0.09% | +4.91% | |
| 42 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.62% | -0.10% | -3.25% | |
| 43 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.62% | -0.12% | -3.81% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.03% | +4.40% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.55% | -0.03% | +0.42% | |
| 46 | ANET | Arista Networks Inc | 股票-科技 | 0.55% | +0.12% | -17.56% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.54% | +0.11% | +4.80% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.13% | -3.51% | |
| 49 | HAS | Hasbro Inc | 股票-周期性消费 | 0.50% | -0.10% | -1.55% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | +0.03% | -0.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +0.7% | -10.32% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | -1.49% | 减仓 |
| 3 | LMT | Lockheed Martin CORP | +0.4% | -0.44% | 减仓 |
| 4 | JNJ | Johnson & Johnson | +0.4% | -2.91% | 减仓 |
| 5 | CRM | Salesforce Inc | +0.4% | +567.52% | 加仓 |
| 6 | ADBE | Adobe Inc | +0.2% | +107.87% | 加仓 |
| 7 | MSGS | Madison Square Garden Sports | +0.2% | -1.00% | 减仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +2.04% | 加仓 |
| 9 | PEP | Pepsico Inc | +0.2% | -2.07% | 减仓 |
| 10 | ASML | ASML Holding N.V. | +0.2% | — | 不变 |
| 11 | CVX | Chevron CORP | +0.1% | -3.51% | 减仓 |
| 12 | KO | Coca-cola Co/the | +0.1% | -0.78% | 减仓 |
| 13 | PAYC | Paycom Software Inc | +0.1% | +38.37% | 加仓 |
| 14 | INTU | Intuit Inc | +0.1% | +238.97% | 加仓 |
| 15 | L | Loews CORP | +0.1% | -1.43% | 减仓 |
| 16 | HAS | Hasbro Inc | +0.1% | -1.55% | 减仓 |
| 17 | LOW | Lowe's Cos Inc | +0.1% | -0.18% | 减仓 |
| 18 | AZO | Autozone Inc | +0.1% | -1.28% | 减仓 |
| 19 | TXN | Texas Instruments Inc | +0.1% | -4.05% | 减仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.48% | 减仓 |
| 21 | HSY | Hershey Co/the | +0.1% | -0.23% | 减仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 23 | SPGI | S&p Global Inc | +0.1% | +62.60% | 加仓 |
| 24 | SLB | Slb LTD | +0.1% | — | 不变 |
| 25 | MRK | Merck & Co. Inc. | 0% | -0.53% | 减仓 |
| 26 | GSK | Gsk Plc-spon Adr | 0% | -1.03% | 减仓 |
| 27 | NSC | Norfolk Southern CORP | 0% | -4.59% | 减仓 |
| 28 | SBUX | Starbucks CORP | 0% | -9.31% | 减仓 |
| 29 | ZTS | Zoetis Inc | 0% | +27.99% | 加仓 |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | +12.58% | 加仓 |
| 31 | FDX | Fedex CORP | 0% | — | 不变 |
| 32 | HON | Honeywell International Inc | 0% | — | 不变 |
| 33 | MCD | Mcdonald's CORP | 0% | +1.86% | 加仓 |
| 34 | GHC | Graham Holdings Co-class B | 0% | -0.93% | 减仓 |
| 35 | SHEL | Shell Plc-adr | 0% | — | 不变 |
| 36 | MO | Altria Group Inc | 0% | — | 不变 |
| 37 | T | At&t Inc | 0% | +1.94% | 加仓 |
| 38 | GLD | Spdr Gold Shares | 0% | -0.81% | 减仓 |
| 39 | VTI | Vanguard Total Stock Mkt ETF | 0% | +12.67% | 加仓 |
| 40 | WMT | Walmart Inc | 0% | +8.70% | 加仓 |
| 41 | ETN | Eaton Corporation plc | 0% | -5.09% | 减仓 |
| 42 | TT | Trane Technologies plc | 0% | — | 不变 |
| 43 | RTX | Rtx CORP | 0% | — | 不变 |
| 44 | VZ | Verizon Communications Inc | 0% | -14.98% | 减仓 |
| 45 | EGBN | Eagle Bancorp Inc | 0% | -5.00% | 减仓 |
| 46 | ALRS | Alerus Financial CORP | 0% | — | 不变 |
| 47 | UBER | Uber Technologies Inc | 0% | +16.75% | 加仓 |
| 48 | BF-B | Brown-forman Corp-class B | 0% | -2.00% | 减仓 |
| 49 | AOS | Smith (a.o.) CORP | 0% | -3.81% | 减仓 |
| 50 | NFLX | Netflix Inc | 0% | +15.15% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lafayette Investments, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$5.4亿，共申报了 158 个公开持股仓位。
在 Q1 2026 季度，Lafayette Investments, Inc. 按市值排列的前三大核心持股分别为：BRK-B (11.4%)、MKL (7.7%)、KLAC (5.1%)。其中最大持股仓位 BRK-B 占据整体投资组合约 11.4% 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
SCHK
市值: US$61.0万
本季最大获利了结 / 清仓标的
ULTA
前期市值: US$95.1万
在 Q1 2026 季度中，Lafayette Investments, Inc. 共进行了 128 项持仓异动，包含新建仓 9 个仓位、加仓 43 个仓位、减仓 69 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 SCHK。 本季清仓仓位包含 ULTA。
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。