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
50.5%
截至 Q4 2025 季度末，Lakeside Advisors, INC. 的美股持仓估值约为 US$1.6亿，全数申报仓位共有 62 档。
在 Q4 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 3 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 50.5%，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 | 26.29% | -1.27% | -0.91% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.06% | -0.08% | -4.15% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 7.28% | -1.06% | -2.15% | |
| 4 | NUE | Nucor CORP | 股票-原材料 | 4.87% | +1.11% | -1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.75% | +0.33% | — | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.44% | -0.14% | +2.52% | |
| 7 | USB | US Bancorp | 股票-金融 | 3.18% | +0.26% | -3.29% | |
| 8 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.94% | +0.18% | -1.06% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.88% | -0.07% | -1.78% | |
| 10 | WM | Waste Management Inc | 股票-工业 | 2.58% | -0.29% | -0.10% | |
| 11 | PCAR | Paccar Inc | 股票-工业 | 2.38% | -0.03% | +0.27% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.29% | +0.16% | — | |
| 13 | MMM | 3m Co | 股票-工业 | 2.28% | +0.06% | -1.64% | |
| 14 | GE | General Electric | 股票-工业 | 2.23% | +0.51% | -0.11% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.40% | +0.10% | -3.03% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.11% | -2.58% | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.14% | +0.09% | -10.65% | |
| 18 | KR | Kroger Co | 股票-非周期性消费 | 1.11% | -0.39% | -0.53% | |
| 19 | T | At&t Inc | 股票-通信服务 | 1.11% | -0.43% | -1.13% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.38% | +0.03% | |
| 21 | DINT | Davis Select International | ETF-其他 | 0.99% | -0.02% | — | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | +0.01% | -4.28% | |
| 23 | GEV | GE Vernova Inc | 股票-工业 | 0.91% | +0.32% | -5.43% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | -0.19% | — | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.77% | -0.01% | — | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.73% | -0.12% | -9.07% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.71% | -0.12% | -1.09% | |
| 28 | CEG | Constellation Energy | 股票-公用事业 | 0.69% | -0.11% | -1.07% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.65% | +0.36% | +0.06% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.56% | +0.09% | -3.08% | |
| 31 | FDX | Fedex CORP | 股票-工业 | 0.56% | -0.14% | -4.73% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.52% | +0.06% | +52.63% | |
| 33 | CSX | Csx CORP | 股票-工业 | 0.50% | +0.06% | — | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.50% | -0.06% | — | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.48% | +0.01% | +4.49% | |
| 36 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.48% | -0.02% | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.02% | +3.44% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.18% | +0.06% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | +0.06% | -1.28% | |
| 40 | EXC | Exelon CORP | 股票-公用事业 | 0.39% | -0.08% | -1.07% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.35% | +0.07% | +7.34% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.34% | +0.33% | +51.81% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | +0.09% | +0.07% | |
| 44 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.30% | +0.01% | — | |
| 45 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.28% | +0.02% | — | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.28% | -0.01% | +2.52% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.01% | +0.08% | |
| 48 | SOLV | Solventum CORP | 股票-医疗保健 | 0.25% | -0.20% | EXIT | |
| 49 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.23% | -0.03% | -0.79% | |
| 50 | FPAG | Fpa Global Equity ETF New | ETF-其他 | 0.23% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NUE | Nucor CORP | +0.8% | -1.45% | 减仓 |
| 2 | EXPD | Expeditors Intl Wash Inc | +0.5% | -1.06% | 减仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -1.78% | 减仓 |
| 4 | PCAR | Paccar Inc | +0.3% | +0.27% | 加仓 |
| 5 | USB | US Bancorp | +0.2% | -3.29% | 减仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +52.63% | 加仓 |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +51.81% | 加仓 |
| 8 | LLY | Eli Lilly & Co | +0.1% | +7.34% | 加仓 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | 不变 |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.06% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -1.28% | 减仓 |
| 12 | FDX | Fedex CORP | +0.1% | -4.73% | 减仓 |
| 13 | CB | Chubb Limited | +0.1% | — | 不变 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.03% | 加仓 |
| 15 | GE | General Electric | +0.1% | -0.11% | 减仓 |
| 16 | TSLA | Tesla Inc | +0.1% | +41.12% | 加仓 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | -1.09% | 减仓 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +3.44% | 加仓 |
| 19 | AAPL | Apple Inc | +0.1% | -3.03% | 减仓 |
| 20 | MMM | 3m Co | +0.1% | -1.64% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +0.06% | 加仓 |
| 22 | AMGN | Amgen Inc | +0.1% | +2.52% | 加仓 |
| 23 | CEG | Constellation Energy | +0.1% | -1.07% | 减仓 |
| 24 | CGSM | Cap Group Short Muni Income | 0% | +21.05% | 加仓 |
| 25 | DINT | Davis Select International | 0% | — | 不变 |
| 26 | BA | Boeing Co/the | 0% | +4.49% | 加仓 |
| 27 | GEHC | GE Healthcare Technology | 0% | -0.79% | 减仓 |
| 28 | WM | Waste Management Inc | 0% | -0.10% | 减仓 |
| 29 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 30 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 31 | EXC | Exelon CORP | 0% | -1.07% | 减仓 |
| 32 | PFE | Pfizer Inc | 0% | -8.16% | 减仓 |
| 33 | NVDA | Nvidia CORP | 0% | -2.58% | 减仓 |
| 34 | MVIS | Microvision Inc | 0% | — | 不变 |
| 35 | SOLV | Solventum CORP | 0% | -22.68% | 减仓 |
| 36 | MDT | Medtronic plc | -0.1% | -9.07% | 减仓 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -3.08% | 减仓 |
| 38 | KR | Kroger Co | -0.1% | -0.53% | 减仓 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +2.52% | 加仓 |
| 40 | SBUX | Starbucks CORP | -0.1% | -10.65% | 减仓 |
| 41 | T | At&t Inc | -0.2% | -1.13% | 减仓 |
| 42 | HD | Home Depot Inc | -0.2% | -4.28% | 减仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -4.15% | 减仓 |
| 44 | COST | Costco Wholesale CORP | -0.6% | -2.15% | 减仓 |
| 45 | MSFT | Microsoft CORP | -1.8% | -0.91% | 减仓 |
| 46 | MA | Mastercard Inc - A | — | EXIT | 清仓 |
| 47 | VOOV | Vanguard S&p 500 Value ETF | — | NEW | 新建仓 |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 49 | NKE | Nike Inc -cl B | — | EXIT | 清仓 |
| 50 | VZ | Verizon Communications Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lakeside Advisors, INC. 在 Q4 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 Q4 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分别为：MSFT (26.3%)、BRK-B (9.1%)、COST (7.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 26.3% 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。
本季最大新建仓标的
VOOV
市值: US$33.1万
本季最大获利了结 / 清仓标的
MA
前期市值: US$41.2万
在 Q4 2025 季度中，Lakeside Advisors, INC. 共进行了 44 项持仓异动，包含新建仓 2 个仓位、加仓 13 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VOOV。 本季清仓仓位包含 MA。
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。