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
62 檔
52.3%
Q2 2025 季度申报显示，Lakeside Advisors, INC. 披露的美股组合总市值为 US$1.6亿，涵盖 62 个不同之权益投资仓位。
在 Q2 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 27 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 52.3%，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 | 27.71% | -1.27% | -10.32% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.38% | -0.08% | -2.55% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 8.63% | -1.06% | -5.82% | |
| 4 | NUE | Nucor CORP | 股票-原材料 | 4.01% | +1.11% | -2.41% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.79% | -0.14% | -3.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.42% | +0.33% | — | |
| 7 | USB | US Bancorp | 股票-金融 | 2.90% | +0.26% | -1.26% | |
| 8 | MMM | 3m Co | 股票-工业 | 2.80% | +0.06% | -0.93% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 2.78% | -0.29% | -3.72% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.36% | +0.18% | -0.27% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.26% | -0.07% | -0.36% | |
| 12 | PCAR | Paccar Inc | 股票-工业 | 2.07% | -0.03% | +0.15% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.92% | +0.16% | -4.17% | |
| 14 | GE | General Electric | 股票-工业 | 1.88% | +0.51% | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.11% | -13.29% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.42% | +0.09% | +0.05% | |
| 17 | T | At&t Inc | 股票-通信服务 | 1.38% | -0.43% | -21.51% | |
| 18 | KR | Kroger Co | 股票-非周期性消费 | 1.33% | -0.39% | -4.17% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.12% | +0.10% | -16.89% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.10% | +0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.38% | -6.84% | |
| 22 | DINT | Davis Select International | ETF-其他 | 0.93% | -0.02% | -4.27% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.84% | +0.09% | -1.05% | |
| 24 | GEV | GE Vernova Inc | 股票-工业 | 0.78% | +0.32% | — | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.19% | — | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.75% | -0.12% | +0.06% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.74% | -0.01% | -7.00% | |
| 28 | CEG | Constellation Energy | 股票-公用事业 | 0.68% | -0.11% | -11.26% | |
| 29 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.67% | -0.12% | -7.83% | |
| 30 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.52% | -0.02% | +17.74% | |
| 31 | FDX | Fedex CORP | 股票-工业 | 0.48% | -0.14% | -1.51% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.46% | -0.06% | — | |
| 33 | CSX | Csx CORP | 股票-工业 | 0.45% | +0.06% | — | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.45% | +0.01% | — | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.45% | +0.36% | — | |
| 36 | EXC | Exelon CORP | 股票-公用事业 | 0.42% | -0.08% | -1.30% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.18% | +0.07% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.02% | — | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.09% | +0.06% | |
| 40 | SOLV | Solventum CORP | 股票-医疗保健 | 0.32% | -0.20% | EXIT | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.29% | +0.01% | -11.93% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.27% | +0.06% | — | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.27% | +0.02% | -20.66% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.01% | -3.47% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | +0.07% | — | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.23% | -0.01% | +0.23% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.23% | -0.01% | -3.66% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.22% | +0.06% | +6.82% | |
| 50 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.21% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.8% | -10.32% | 减仓 |
| 2 | GE | General Electric | +0.4% | — | 不变 |
| 3 | GEV | GE Vernova Inc | +0.3% | — | 不变 |
| 4 | NVDA | Nvidia CORP | +0.3% | -13.29% | 减仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | 不变 |
| 6 | CEG | Constellation Energy | +0.2% | -11.26% | 减仓 |
| 7 | NUE | Nucor CORP | +0.1% | -2.41% | 减仓 |
| 8 | USB | US Bancorp | +0.1% | -1.26% | 减仓 |
| 9 | BA | Boeing Co/the | +0.1% | — | 不变 |
| 10 | MUST | Columbia Multi-sect Muni Inc | +0.1% | +17.74% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 12 | DINT | Davis Select International | 0% | -4.27% | 减仓 |
| 13 | CSX | Csx CORP | 0% | — | 不变 |
| 14 | CSCO | Cisco Systems Inc | 0% | +0.07% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | 0% | +6.82% | 加仓 |
| 16 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -3.47% | 减仓 |
| 18 | MVIS | Microvision Inc | 0% | +66.52% | 加仓 |
| 19 | SOLR | Guinness Atkinson Sust Enr-u | 0% | — | 不变 |
| 20 | FPAG | Fpa Global Equity ETF New | 0% | — | 不变 |
| 21 | ADIV | Guins Atk Asia Pac Db Etf-ui | 0% | — | 不变 |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | — | 不变 |
| 23 | MMM | 3m Co | — | -0.93% | 减仓 |
| 24 | KR | Kroger Co | 0% | -4.17% | 减仓 |
| 25 | AMZN | Amazon.com Inc | 0% | -20.66% | 减仓 |
| 26 | DIVS | Guinness Atkinson Dvd Bl-usd | 0% | -11.93% | 减仓 |
| 27 | VZ | Verizon Communications Inc | 0% | -8.78% | 减仓 |
| 28 | AMGN | Amgen Inc | 0% | +0.23% | 加仓 |
| 29 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +0.07% | 加仓 |
| 31 | EXC | Exelon CORP | -0.1% | -1.30% | 减仓 |
| 32 | MDT | Medtronic plc | -0.1% | +0.06% | 加仓 |
| 33 | CVX | Chevron CORP | -0.1% | -8.97% | 减仓 |
| 34 | FDX | Fedex CORP | -0.1% | -1.51% | 减仓 |
| 35 | MCD | Mcdonald's CORP | -0.1% | — | 不变 |
| 36 | GILD | Gilead Sciences Inc | -0.1% | -7.83% | 减仓 |
| 37 | PCAR | Paccar Inc | -0.1% | +0.15% | 加仓 |
| 38 | CB | Chubb Limited | -0.1% | -7.00% | 减仓 |
| 39 | SBUX | Starbucks CORP | -0.1% | +0.05% | 加仓 |
| 40 | EXPD | Expeditors Intl Wash Inc | -0.2% | -0.27% | 减仓 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -6.84% | 减仓 |
| 42 | WM | Waste Management Inc | -0.2% | -3.72% | 减仓 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -0.36% | 减仓 |
| 44 | IBM | Intl Business Machines CORP | -0.3% | EXIT | 清仓 |
| 45 | COST | Costco Wholesale CORP | -0.4% | -5.82% | 减仓 |
| 46 | AAPL | Apple Inc | -0.4% | -16.89% | 减仓 |
| 47 | T | At&t Inc | -0.4% | -21.51% | 减仓 |
| 48 | ABBV | Abbvie Inc | -0.4% | -4.17% | 减仓 |
| 49 | PG | Procter & Gamble Co/the | -0.5% | -3.26% | 减仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | -2.55% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lakeside Advisors, INC. 在 Q2 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 62 个公开持股仓位。
在 Q2 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分别为：MSFT (27.7%)、BRK-B (9.4%)、COST (8.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 27.7% 的权重。
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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。
本季最大获利了结 / 清仓标的
IBM
前期市值: US$46.7万
在 Q2 2025 季度中，Lakeside Advisors, INC. 共进行了 37 项持仓异动，包含新建仓 0 个仓位、加仓 9 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 IBM。
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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