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: 0001913467
申报总市值
US$1.7亿
US$1.7亿
64 檔
48.7%
截至 Q3 2024 季度末，Lakeside Advisors, INC. 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 64 档。
在 Q3 2024，Lakeside Advisors, INC. 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 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，Lakeside Advisors, INC. 的前 5 大核心持股（包含 MSFT, BRK-B, COST 等）合计占整体申报市值的 48.7%，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 | MSFT | Microsoft CORP | 股票-科技 | 27.19% | +5.13% | -1.27% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.99% | -0.76% | +0.75% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 8.21% | -0.82% | -1.97% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.25% | -0.21% | -1.10% | |
| 5 | NUE | Nucor CORP | 股票-原材料 | 3.82% | -0.24% | +0.27% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.11% | -0.25% | — | |
| 7 | USB | US Bancorp | 股票-金融 | 2.99% | -0.42% | -0.79% | |
| 8 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.77% | +0.12% | -0.83% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 2.63% | -0.41% | — | |
| 10 | MMM | 3m Co | 股票-工业 | 2.62% | -0.17% | -2.39% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.44% | -0.15% | +0.06% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.13% | -0.11% | -2.41% | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.75% | -0.20% | -1.35% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.51% | +0.01% | -5.40% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.06% | -8.65% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.43% | -0.14% | — | |
| 17 | PCAR | Paccar Inc | 股票-工业 | 1.41% | -0.35% | -0.04% | |
| 18 | T | At&t Inc | 股票-通信服务 | 1.36% | +0.06% | -3.73% | |
| 19 | GE | General Electric | 股票-工业 | 1.34% | -0.59% | -1.31% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.24% | -0.24% | — | |
| 21 | KR | Kroger Co | 股票-非周期性消费 | 1.13% | -0.06% | -3.40% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -1.16% | EXIT | |
| 23 | DINT | Davis Select International | ETF-其他 | 0.98% | -0.10% | -1.07% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 0.86% | -0.02% | -1.58% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | -0.12% | -1.36% | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.74% | -0.09% | — | |
| 27 | CEG | Constellation Energy | 股票-公用事业 | 0.68% | -0.05% | -7.00% | |
| 28 | FDX | Fedex CORP | 股票-工业 | 0.58% | -0.10% | -1.44% | |
| 29 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.57% | +0.06% | -0.91% | |
| 30 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.55% | -0.10% | — | |
| 31 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.48% | -0.07% | — | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.47% | -0.06% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | -0.26% | — | |
| 34 | GEV | GE Vernova Inc | 股票-工业 | 0.45% | -0.38% | -1.26% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | -0.43% | +0.06% | |
| 36 | EXC | Exelon CORP | 股票-公用事业 | 0.42% | -0.08% | — | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.40% | — | +0.40% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.04% | -3.69% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | -0.03% | +0.06% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | -0.12% | +0.07% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.33% | -0.08% | -4.13% | |
| 42 | SOLV | Solventum CORP | 股票-医疗保健 | 0.33% | — | -3.27% | |
| 43 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.30% | +0.01% | +3.24% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.29% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.28% | — | -25.98% | |
| 46 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.27% | -0.02% | -1.29% | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.26% | +0.01% | +9.71% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.26% | -0.03% | -9.13% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.24% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | -0.02% | +0.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +0.75% | 加仓 |
| 2 | MMM | 3m Co | +0.6% | -2.39% | 减仓 |
| 3 | USB | US Bancorp | +0.3% | -0.79% | 减仓 |
| 4 | SBUX | Starbucks CORP | +0.3% | -1.35% | 减仓 |
| 5 | ABBV | Abbvie Inc | +0.2% | -2.41% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +0.06% | 加仓 |
| 7 | GE | General Electric | +0.2% | -1.31% | 减仓 |
| 8 | HD | Home Depot Inc | +0.2% | — | 不变 |
| 9 | VZ | Verizon Communications Inc | +0.1% | NEW | 新建仓 |
| 10 | DINT | Davis Select International | +0.1% | -1.07% | 减仓 |
| 11 | GEV | GE Vernova Inc | +0.1% | -1.26% | 减仓 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建仓 |
| 13 | MCD | Mcdonald's CORP | +0.1% | -1.36% | 减仓 |
| 14 | T | At&t Inc | +0.1% | -3.73% | 减仓 |
| 15 | CEG | Constellation Energy | +0.1% | -7.00% | 减仓 |
| 16 | LOW | Lowe's Cos Inc | +0.1% | — | 不变 |
| 17 | KR | Kroger Co | +0.1% | -3.40% | 减仓 |
| 18 | GILD | Gilead Sciences Inc | +0.1% | -0.91% | 减仓 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | 不变 |
| 20 | MDT | Medtronic plc | +0.1% | -1.58% | 减仓 |
| 21 | CB | Chubb Limited | +0.1% | — | 不变 |
| 22 | SOLV | Solventum CORP | +0.1% | -3.27% | 减仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.06% | 加仓 |
| 24 | EXC | Exelon CORP | +0.1% | — | 不变 |
| 25 | GEHC | GE Healthcare Technology | 0% | -1.29% | 减仓 |
| 26 | EXPD | Expeditors Intl Wash Inc | 0% | -0.83% | 减仓 |
| 27 | CSCO | Cisco Systems Inc | 0% | +0.07% | 加仓 |
| 28 | WAFD | Wafd Inc | 0% | +0.08% | 加仓 |
| 29 | MDLZ | Mondelez International Inc-a | 0% | — | 不变 |
| 30 | PG | Procter & Gamble Co/the | 0% | -1.10% | 减仓 |
| 31 | AAPL | Apple Inc | 0% | -5.40% | 减仓 |
| 32 | DIVS | Guinness Atkinson Dvd Bl-usd | 0% | +3.24% | 加仓 |
| 33 | NKE | Nike Inc -cl B | 0% | — | 不变 |
| 34 | MA | Mastercard Inc - A | 0% | — | 不变 |
| 35 | PFE | Pfizer Inc | 0% | +11.38% | 加仓 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | — | 不变 |
| 37 | SGOL | abrdn Physical Gold Shares ETF | 0% | EXIT | 清仓 |
| 38 | WFC | Wells Fargo & Co | -0.1% | -9.13% | 减仓 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -1.97% | 减仓 |
| 40 | FDX | Fedex CORP | -0.1% | -1.44% | 减仓 |
| 41 | QCOM | Qualcomm Inc | -0.1% | +0.06% | 加仓 |
| 42 | BA | Boeing Co/the | -0.1% | -4.13% | 减仓 |
| 43 | PCAR | Paccar Inc | -0.1% | -0.04% | 减仓 |
| 44 | ✓ | Investment Managers Ser Tr | -0.1% | EXIT | 清仓 |
| 45 | INTC | Intel CORP | -0.2% | +0.40% | 加仓 |
| 46 | WM | Waste Management Inc | -0.2% | — | 不变 |
| 47 | NVDA | Nvidia CORP | -0.2% | -8.65% | 减仓 |
| 48 | NUE | Nucor CORP | -0.3% | +0.27% | 加仓 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | — | 不变 |
| 50 | MSFT | Microsoft CORP | -2.4% | -1.27% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lakeside Advisors, INC. 在 Q3 2024 季度的美股持仓总市值约为 US$1.7亿，共申报了 64 个公开持股仓位。
在 Q3 2024 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分别为：MSFT (27.2%)、BRK-B (9.0%)、COST (8.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 27.2% 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
VZ
市值: US$21.6万
本季最大获利了结 / 清仓标的
INVESTMENT MANAGERS SER TR
前期市值: US$22.1万
在 Q3 2024 季度中，Lakeside Advisors, INC. 共进行了 39 项持仓异动，包含新建仓 2 个仓位、加仓 10 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VZ。 本季清仓仓位包含 INVESTMENT MANAGERS SER TR。
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。
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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。