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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001772031
申报总市值
US$8.7亿
US$8.7亿
256 檔
19.0%
Q2 2025 季度申报显示，Lake Street Private Wealth, LLC 披露的美股组合总市值为 US$8.7亿，涵盖 256 个不同之权益投资仓位。
在 Q2 2025 期间，Lake Street Private Wealth, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Lake Street Private Wealth, LLC 的前 5 大核心持股（包含 VTV, NVDA, VUG 等）合计占整体申报市值的 19.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 256 只）
| # | 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 | VTV | Vanguard Value ETF | ETF-其他 | 5.99% | +0.03% | +5.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.51% | +0.08% | +0.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.81% | +0.28% | +2.91% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.36% | +0.01% | -0.56% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.02% | +0.29% | +2.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.99% | -0.19% | +1.28% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.00% | +0.05% | +0.89% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.92% | -0.19% | +18.80% | |
| 9 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 1.86% | -0.54% | -0.54% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.13% | +0.92% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.43% | -0.06% | +6.71% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.34% | +0.05% | +4.53% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.04% | -0.83% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.27% | +0.06% | +0.83% | |
| 15 | PSQO | Plmr Sq Credit Opp ETF | ETF-其他 | 1.25% | -0.31% | +55.19% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.18% | -0.22% | +104.15% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.18% | +0.14% | -0.61% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.17% | +0.61% | +0.77% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.17% | -0.17% | +5.23% | |
| 20 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 1.15% | +0.16% | +3.54% | |
| 21 | AXON | Axon Enterprise Inc | 股票-工业 | 1.10% | +0.11% | -6.53% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.06% | -0.33% | +610.83% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.06% | -0.11% | -1.29% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | +0.09% | -0.15% | |
| 25 | UBER | Uber Technologies Inc | 股票-工业 | 1.04% | -0.08% | +0.21% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | +0.12% | +2.46% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.02% | +1.24% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.99% | -0.01% | -0.88% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +0.14% | +2.62% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.97% | +0.11% | +53.44% | |
| 31 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.97% | -0.11% | +3.77% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.97% | +0.50% | +12.88% | |
| 33 | XPHDX | Pioneer Floating Rate Fund | 股票-其他 | 0.96% | — | +0.45% | |
| 34 | SNOW | Snowflake Inc | 股票-科技 | 0.95% | +0.36% | +75.73% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.92% | +0.02% | +5.15% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.89% | -0.03% | +1.45% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | -0.05% | +1.32% | |
| 38 | INDA | Ishares Msci India ETF | ETF-其他 | 0.80% | — | -1.33% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.79% | -0.01% | +0.98% | |
| 40 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.78% | -0.02% | +7.37% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.76% | +0.33% | +238.61% | |
| 42 | LNG | Cheniere Energy Inc | 股票-能源 | 0.76% | -0.23% | -0.85% | |
| 43 | RQI | Cohen & Steers Qual Inc Rlty | 股票-其他 | 0.76% | -0.05% | +5.63% | |
| 44 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.72% | -0.01% | +0.60% | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.72% | — | +2.71% | |
| 46 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 0.70% | -0.02% | -7.23% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | +0.12% | +10.80% | |
| 48 | ALL | Allstate CORP | 股票-金融 | 0.70% | -0.65% | +0.31% | |
| 49 | FMB | First Trust Managed Municipa | ETF-其他 | 0.69% | -0.21% | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | — | +4.28% |
根据 SEC 官方 Form 13F 申报备案，Lake Street Private Wealth, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$8.7亿，共申报了 256 个公开持股仓位。
在 Q2 2025 季度，Lake Street Private Wealth, LLC 按市值排列的前三大核心持股分别为：VTV (6.0%)、NVDA (5.5%)、VUG (4.8%)。其中最大持股仓位 VTV 占据整体投资组合约 6.0% 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。
在 Q2 2025 季度中，Lake Street Private Wealth, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。