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
49.5%
根据最新整理的 13F 季度数据集，Lakeside Advisors, INC. 于 Q1 2025 结束时的管理资产规模为 US$1.6亿。该机构在本季度申报了 63 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，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 26 个仓位并完全清仓 1 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 49.5%，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 | 23.96% | -1.27% | -0.66% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.85% | -0.08% | -0.39% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 8.99% | -1.06% | -3.37% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.31% | -0.14% | -0.51% | |
| 5 | NUE | Nucor CORP | 股票-原材料 | 3.92% | +1.11% | +22.55% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.18% | +0.33% | — | |
| 7 | WM | Waste Management Inc | 股票-工业 | 3.00% | -0.29% | -1.51% | |
| 8 | USB | US Bancorp | 股票-金融 | 2.81% | +0.26% | -0.71% | |
| 9 | MMM | 3m Co | 股票-工业 | 2.80% | +0.06% | -2.35% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.56% | +0.18% | -0.77% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.53% | -0.07% | -0.16% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.33% | +0.16% | -0.59% | |
| 13 | PCAR | Paccar Inc | 股票-工业 | 2.18% | -0.03% | +1.42% | |
| 14 | T | At&t Inc | 股票-通信服务 | 1.76% | -0.43% | -3.04% | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.56% | +0.09% | -6.23% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.50% | +0.10% | -2.86% | |
| 17 | GE | General Electric | 股票-工业 | 1.50% | +0.51% | — | |
| 18 | KR | Kroger Co | 股票-非周期性消费 | 1.34% | -0.39% | -1.64% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.11% | -8.95% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -0.38% | +0.03% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.13% | +0.01% | — | |
| 22 | DINT | Davis Select International | ETF-其他 | 0.90% | -0.02% | -3.31% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.88% | +0.09% | +2.14% | |
| 24 | CB | Chubb Limited | 股票-金融 | 0.86% | -0.01% | +7.52% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.85% | -0.19% | -1.79% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.80% | -0.12% | +0.06% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.76% | -0.12% | -0.49% | |
| 28 | FDX | Fedex CORP | 股票-工业 | 0.54% | -0.14% | +0.06% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.50% | -0.06% | — | |
| 30 | CEG | Constellation Energy | 股票-公用事业 | 0.49% | -0.11% | -10.49% | |
| 31 | EXC | Exelon CORP | 股票-公用事业 | 0.47% | -0.08% | -5.54% | |
| 32 | GEV | GE Vernova Inc | 股票-工业 | 0.47% | +0.32% | -18.50% | |
| 33 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.45% | -0.02% | — | |
| 34 | CSX | Csx CORP | 股票-工业 | 0.42% | +0.06% | — | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.39% | +0.36% | +0.06% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.38% | +0.01% | -1.18% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.18% | -13.20% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | -0.02% | — | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.09% | -2.91% | |
| 40 | SOLV | Solventum CORP | 股票-医疗保健 | 0.33% | -0.20% | EXIT | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.32% | +0.01% | — | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.31% | — | -5.05% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.30% | +0.02% | — | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.27% | -0.01% | +0.23% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | — | -6.45% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.26% | +0.07% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.26% | +0.06% | — | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.25% | -0.01% | -6.02% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.24% | -0.07% | +0.05% | |
| 50 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.24% | -0.03% | -0.92% |
| # | 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 | +1.6% | -0.39% | 减仓 |
| 2 | NUE | Nucor CORP | +0.8% | +22.55% | 加仓 |
| 3 | WM | Waste Management Inc | +0.4% | -1.51% | 减仓 |
| 4 | ABBV | Abbvie Inc | +0.4% | -0.59% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.3% | -0.16% | 减仓 |
| 6 | T | At&t Inc | +0.3% | -3.04% | 减仓 |
| 7 | MMM | 3m Co | +0.3% | -2.35% | 减仓 |
| 8 | GE | General Electric | +0.3% | — | 不变 |
| 9 | EXPD | Expeditors Intl Wash Inc | +0.2% | -0.77% | 减仓 |
| 10 | CGSM | Cap Group Short Muni Income | +0.2% | NEW | 新建仓 |
| 11 | GILD | Gilead Sciences Inc | +0.1% | -0.49% | 减仓 |
| 12 | CB | Chubb Limited | +0.1% | +7.52% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +0.03% | 加仓 |
| 14 | KR | Kroger Co | +0.1% | -1.64% | 减仓 |
| 15 | MDT | Medtronic plc | +0.1% | +0.06% | 加仓 |
| 16 | EXC | Exelon CORP | +0.1% | -5.54% | 减仓 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | -0.51% | 减仓 |
| 18 | MCD | Mcdonald's CORP | +0.1% | -1.79% | 减仓 |
| 19 | AMGN | Amgen Inc | +0.1% | +0.23% | 加仓 |
| 20 | CVX | Chevron CORP | 0% | +0.05% | 加仓 |
| 21 | DINT | Davis Select International | 0% | -3.31% | 减仓 |
| 22 | SOLV | Solventum CORP | 0% | -5.34% | 减仓 |
| 23 | VZ | Verizon Communications Inc | 0% | +3.65% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | 0% | -5.05% | 减仓 |
| 25 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 26 | MDLZ | Mondelez International Inc-a | 0% | -6.02% | 减仓 |
| 27 | BMY | Bristol-myers Squibb Co | 0% | +0.05% | 加仓 |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | — | 不变 |
| 29 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 30 | COST | Costco Wholesale CORP | 0% | -3.37% | 减仓 |
| 31 | WAFD | Wafd Inc | 0% | +0.11% | 加仓 |
| 32 | BA | Boeing Co/the | 0% | -1.18% | 减仓 |
| 33 | CSCO | Cisco Systems Inc | 0% | -13.20% | 减仓 |
| 34 | NKE | Nike Inc -cl B | 0% | -10.39% | 减仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 36 | CSX | Csx CORP | 0% | — | 不变 |
| 37 | CAT | Caterpillar Inc | 0% | +0.06% | 加仓 |
| 38 | AMZN | Amazon.com Inc | -0.1% | — | 不变 |
| 39 | HD | Home Depot Inc | -0.1% | — | 不变 |
| 40 | FDX | Fedex CORP | -0.1% | +0.06% | 加仓 |
| 41 | PCAR | Paccar Inc | -0.1% | +1.42% | 加仓 |
| 42 | CEG | Constellation Energy | -0.1% | -10.49% | 减仓 |
| 43 | GEV | GE Vernova Inc | -0.1% | -18.50% | 减仓 |
| 44 | TSLA | Tesla Inc | -0.2% | EXIT | 清仓 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | 不变 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +2.14% | 加仓 |
| 47 | AAPL | Apple Inc | -0.2% | -2.86% | 减仓 |
| 48 | USB | US Bancorp | -0.4% | -0.71% | 减仓 |
| 49 | NVDA | Nvidia CORP | -0.5% | -8.95% | 减仓 |
| 50 | MSFT | Microsoft CORP | -3.1% | -0.66% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lakeside Advisors, INC. 在 Q1 2025 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 Q1 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分别为：MSFT (24.0%)、BRK-B (10.8%)、COST (9.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 24.0% 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。
本季最大新建仓标的
CGSM
市值: US$24.7万
本季最大获利了结 / 清仓标的
TSLA
前期市值: US$23.5万
在 Q1 2025 季度中，Lakeside Advisors, INC. 共进行了 41 项持仓异动，包含新建仓 1 个仓位、加仓 13 个仓位、减仓 26 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CGSM。 本季清仓仓位包含 TSLA。
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。