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$1.6亿
US$1.6亿
63 檔
50.4%
在 Q4 2024 的 13F 官方备案中，Lakeside Advisors, INC. 管理的美股投资组合规模来到 US$1.6亿，整体持股档数为 63 档。
在 Q4 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 30 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 50.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
TSLA
市值: US$23.5万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$63.8万
| # | 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 | 27.05% | -1.27% | -3.52% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.26% | -0.08% | -0.64% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 9.01% | -1.06% | +0.88% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.25% | -0.14% | -1.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.35% | +0.33% | — | |
| 6 | USB | US Bancorp | 股票-金融 | 3.21% | +0.26% | -2.52% | |
| 7 | NUE | Nucor CORP | 股票-原材料 | 3.10% | +1.11% | -0.48% | |
| 8 | WM | Waste Management Inc | 股票-工业 | 2.65% | -0.29% | -1.48% | |
| 9 | MMM | 3m Co | 股票-工业 | 2.52% | +0.06% | -3.17% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.37% | +0.18% | -3.40% | |
| 11 | PCAR | Paccar Inc | 股票-工业 | 2.29% | -0.03% | +46.01% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.21% | -0.07% | -3.80% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.98% | +0.16% | -1.75% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.74% | +0.10% | +2.07% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.11% | — | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.54% | +0.09% | -10.49% | |
| 17 | T | At&t Inc | 股票-通信服务 | 1.46% | -0.43% | -1.69% | |
| 18 | GE | General Electric | 股票-工业 | 1.25% | +0.51% | — | |
| 19 | KR | Kroger Co | 股票-非周期性消费 | 1.23% | -0.39% | -2.55% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.20% | +0.01% | -4.10% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.06% | +0.09% | -2.10% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | -0.38% | -2.93% | |
| 23 | DINT | Davis Select International | ETF-其他 | 0.87% | -0.02% | -6.64% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | -0.19% | — | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.73% | -0.01% | -2.92% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | -0.12% | -11.83% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.63% | -0.12% | -5.52% | |
| 28 | FDX | Fedex CORP | 股票-工业 | 0.62% | -0.14% | -1.49% | |
| 29 | GEV | GE Vernova Inc | 股票-工业 | 0.61% | +0.32% | — | |
| 30 | CEG | Constellation Energy | 股票-公用事业 | 0.61% | -0.11% | -1.58% | |
| 31 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.52% | -0.06% | — | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.46% | +0.06% | — | |
| 33 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.46% | -0.02% | -8.12% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.43% | +0.36% | +0.06% | |
| 35 | EXC | Exelon CORP | 股票-公用事业 | 0.40% | -0.08% | -0.61% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.40% | +0.01% | -2.87% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.18% | -5.63% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.35% | +0.02% | +7.08% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.09% | +0.06% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | -0.02% | — | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.31% | +0.01% | +3.14% | |
| 42 | SOLV | Solventum CORP | 股票-医疗保健 | 0.31% | -0.20% | EXIT | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | — | — | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.27% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.27% | +0.06% | -46.43% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | +0.07% | -26.84% | |
| 47 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.23% | -0.03% | -0.58% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | +0.01% | -16.72% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.23% | +0.06% | — | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.23% | -0.01% | -5.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | +0.9% | +46.01% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +0.8% | +0.88% | 加仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.64% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.2% | — | 不变 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | 不变 |
| 6 | AAPL | Apple Inc | +0.2% | +2.07% | 加仓 |
| 7 | USB | US Bancorp | +0.2% | -2.52% | 减仓 |
| 8 | TSLA | Tesla Inc | +0.2% | NEW | 新建仓 |
| 9 | GEV | GE Vernova Inc | +0.2% | — | 不变 |
| 10 | KR | Kroger Co | +0.1% | -2.55% | 减仓 |
| 11 | T | At&t Inc | +0.1% | -1.69% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +7.08% | 加仓 |
| 13 | WFC | Wells Fargo & Co | +0.1% | — | 不变 |
| 14 | BA | Boeing Co/the | +0.1% | -2.87% | 减仓 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -5.52% | 减仓 |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 17 | BMY | Bristol-myers Squibb Co | 0% | +7.38% | 加仓 |
| 18 | WM | Waste Management Inc | 0% | -1.48% | 减仓 |
| 19 | PG | Procter & Gamble Co/the | — | -1.84% | 减仓 |
| 20 | MCD | Mcdonald's CORP | — | — | 不变 |
| 21 | CB | Chubb Limited | 0% | -2.92% | 减仓 |
| 22 | QCOM | Qualcomm Inc | 0% | +0.06% | 加仓 |
| 23 | CAT | Caterpillar Inc | 0% | +0.06% | 加仓 |
| 24 | CSX | Csx CORP | 0% | — | 不变 |
| 25 | MUST | Columbia Multi-sect Muni Inc | 0% | -8.12% | 减仓 |
| 26 | SOLV | Solventum CORP | 0% | -7.48% | 减仓 |
| 27 | EXC | Exelon CORP | 0% | -0.61% | 减仓 |
| 28 | NKE | Nike Inc -cl B | 0% | — | 不变 |
| 29 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 30 | HD | Home Depot Inc | 0% | -4.10% | 减仓 |
| 31 | GEHC | GE Healthcare Technology | 0% | -0.58% | 减仓 |
| 32 | SOLR | Guinness Atkinson Sust Enr-u | 0% | -4.72% | 减仓 |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -5.68% | 减仓 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -2.93% | 减仓 |
| 35 | CEG | Constellation Energy | -0.1% | -1.58% | 减仓 |
| 36 | GE | General Electric | -0.1% | — | 不变 |
| 37 | MMM | 3m Co | -0.1% | -3.17% | 减仓 |
| 38 | DINT | Davis Select International | -0.1% | -6.64% | 减仓 |
| 39 | LLY | Eli Lilly & Co | -0.1% | -26.84% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.1% | -3.52% | 减仓 |
| 41 | MAR | Marriott International -cl A | -0.1% | EXIT | 清仓 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.75% | 减仓 |
| 43 | MDT | Medtronic plc | -0.2% | -11.83% | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -46.43% | 减仓 |
| 45 | SBUX | Starbucks CORP | -0.2% | -10.49% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -3.80% | 减仓 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -2.10% | 减仓 |
| 48 | EXPD | Expeditors Intl Wash Inc | -0.4% | -3.40% | 减仓 |
| 49 | INTC | Intel CORP | -0.4% | EXIT | 清仓 |
| 50 | NUE | Nucor CORP | -0.7% | -0.48% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lakeside Advisors, INC. 在 Q4 2024 季度的美股持仓总市值约为 US$1.6亿，共申报了 63 个公开持股仓位。
在 Q4 2024 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分别为：MSFT (27.1%)、BRK-B (9.3%)、COST (9.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 27.1% 的权重。
在 Q4 2024 季度中，Lakeside Advisors, INC. 共进行了 40 项持仓异动，包含新建仓 1 个仓位、加仓 7 个仓位、减仓 30 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TSLA。 本季清仓仓位包含 INTC。
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。
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。
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。