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: 0001966581
申报总市值
US$1.8亿
US$1.8亿
119 檔
21.0%
截至 Q3 2024 季度末，Lakewood Asset Management LLC 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 119 档。
在 Q3 2024，Lakewood Asset Management LLC 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 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，Lakewood Asset Management LLC 的前 5 大核心持股（包含 BIL, BRK-B, FNDX 等）合计占整体申报市值的 21.0%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 7.11% | -0.31% | -2.51% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.74% | -0.63% | -3.40% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 6.03% | +0.19% | +1.72% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.28% | +0.74% | +4.08% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.03% | -0.04% | -15.57% | |
| 6 | NVR | Nvr Inc | 股票-周期性消费 | 2.61% | -0.18% | -10.55% | |
| 7 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.49% | +0.19% | +64.87% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.48% | +0.03% | +0.71% | |
| 9 | MCK | Mckesson CORP | 股票-医疗保健 | 2.48% | -0.56% | -12.25% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.05% | -0.14% | |
| 11 | AZO | Autozone Inc | 股票-周期性消费 | 2.23% | -0.42% | -10.31% | |
| 12 | COP | Conocophillips | 股票-能源 | 2.09% | -1.01% | -12.04% | |
| 13 | EBAY | Ebay Inc | 股票-周期性消费 | 2.08% | +0.11% | -10.13% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.06% | +0.03% | -10.10% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.75% | -0.23% | -6.31% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.48% | -0.29% | +6.34% | |
| 17 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.46% | +1.00% | -8.50% | |
| 18 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.44% | -0.12% | -11.01% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.41% | -0.02% | -7.70% | |
| 20 | CARR | Carrier Global CORP | 股票-工业 | 1.33% | +0.10% | -2.76% | |
| 21 | FANG | Diamondback Energy Inc | 股票-能源 | 1.33% | -0.38% | -8.20% | |
| 22 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 1.24% | +0.05% | -7.57% | |
| 23 | RF | Regions Financial CORP | 股票-金融 | 1.15% | -0.01% | -9.55% | |
| 24 | KMX | Carmax Inc | 股票-周期性消费 | 1.14% | +0.07% | -9.75% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.13% | +0.27% | +3.92% | |
| 26 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.12% | -0.05% | -6.57% | |
| 27 | SLB | Slb LTD | 股票-能源 | 1.11% | -0.34% | -5.82% | |
| 28 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.09% | -0.02% | -7.98% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | -0.06% | -3.78% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 1.00% | -0.03% | +0.03% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.98% | -0.37% | +3.80% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.94% | -0.20% | -7.89% | |
| 33 | PTLO | Portillo's Inc-cl A | 股票-其他 | 0.94% | -0.07% | -8.10% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.89% | +0.13% | +0.12% | |
| 35 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.78% | — | -4.23% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 37 | LEA | Lear CORP | 股票-周期性消费 | 0.73% | -0.05% | -6.84% | |
| 38 | BN | Brookfield CORP | 股票-金融 | 0.71% | +0.01% | — | |
| 39 | AIG | American International Group | 股票-金融 | 0.70% | -0.01% | +0.11% | |
| 40 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.67% | +0.01% | +6.57% | |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.66% | +0.01% | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.01% | -2.16% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.63% | — | — | |
| 44 | CTVA | Corteva Inc | 股票-原材料 | 0.62% | -0.01% | -0.46% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.62% | -0.10% | -0.49% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.60% | -0.04% | -0.30% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.08% | -3.19% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.58% | — | -3.66% | |
| 49 | DBX | Dropbox Inc-class A | 股票-科技 | 0.56% | +0.02% | -8.92% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | -0.15% | -6.66% |
| # | 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 | +0.5% | -3.40% | 减仓 |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.4% | +1.72% | 加仓 |
| 3 | NVR | Nvr Inc | +0.3% | -10.55% | 减仓 |
| 4 | MHK | Mohawk Industries Inc | +0.3% | -7.57% | 减仓 |
| 5 | CLMB | Climb Global Solutions Inc | +0.3% | +6.57% | 加仓 |
| 6 | VT | Vanguard Tot World Stk ETF | +0.3% | +4.08% | 加仓 |
| 7 | CARR | Carrier Global CORP | +0.2% | -2.76% | 减仓 |
| 8 | PTLO | Portillo's Inc-cl A | +0.2% | -8.10% | 减仓 |
| 9 | VPLS | Vanguard Core-plus Bond ETF | +0.2% | +63.42% | 加仓 |
| 10 | RTX | Rtx CORP | +0.2% | -6.31% | 减仓 |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.2% | +6.34% | 加仓 |
| 12 | MLR | Miller Industries Inc/tenn | +0.2% | NEW | 新建仓 |
| 13 | GRBK | Green Brick Partners Inc | +0.2% | +7.21% | 加仓 |
| 14 | EBF | Ennis Inc | +0.2% | NEW | 新建仓 |
| 15 | LEN | Lennar Corp-a | +0.1% | -6.57% | 减仓 |
| 16 | BN | Brookfield CORP | +0.1% | — | 不变 |
| 17 | BOOM | Dmc Global Inc | +0.1% | NEW | 新建仓 |
| 18 | EBAY | Ebay Inc | +0.1% | -10.13% | 减仓 |
| 19 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | — | 不变 |
| 20 | HGTY | Hagerty Inc-a | +0.1% | NEW | 新建仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +0.12% | 加仓 |
| 22 | FOA | Fonar CORP | +0.1% | NEW | 新建仓 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.71% | 加仓 |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | -7.89% | 减仓 |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +15.62% | 加仓 |
| 26 | VBR | Vanguard Small-cap Value ETF | +0.1% | +36.67% | 加仓 |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +3.92% | 加仓 |
| 28 | MTB | M & T Bank CORP | +0.1% | -7.70% | 减仓 |
| 29 | ACN | Accenture plc | +0.1% | — | 不变 |
| 30 | AVGO | Broadcom Inc | +0.1% | +1057.86% | 加仓 |
| 31 | CMI | Cummins Inc | +0.1% | -0.20% | 减仓 |
| 32 | LEA | Lear CORP | -0.1% | -6.84% | 减仓 |
| 33 | BKNG | Booking Holdings Inc | -0.1% | -11.01% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.1% | -0.14% | 减仓 |
| 35 | PNSTQ | Pinstripes Holdings Inc | -0.1% | -27.02% | 减仓 |
| 36 | APA | Apa CORP | -0.1% | -4.68% | 减仓 |
| 37 | AZO | Autozone Inc | -0.2% | -10.31% | 减仓 |
| 38 | DKS | Dick's Sporting Goods Inc | -0.2% | -7.98% | 减仓 |
| 39 | INTC | Intel CORP | -0.2% | EXIT | 清仓 |
| 40 | HPE | Hewlett Packard Enterprise | -0.2% | -8.50% | 减仓 |
| 41 | SLB | Slb LTD | -0.3% | -5.82% | 减仓 |
| 42 | BAC | Bank Of America CORP | -0.3% | -10.10% | 减仓 |
| 43 | AAPL | Apple Inc | -0.3% | -15.57% | 减仓 |
| 44 | ATKR | Atkore Inc | -0.3% | +1.10% | 加仓 |
| 45 | WSM | Williams-sonoma Inc | -0.3% | +64.87% | 加仓 |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -2.51% | 减仓 |
| 47 | FANG | Diamondback Energy Inc | -0.4% | -8.20% | 减仓 |
| 48 | COP | Conocophillips | -0.5% | -12.04% | 减仓 |
| 49 | WIREEUR | Encore Wire CORP | -0.6% | EXIT | 清仓 |
| 50 | MCK | Mckesson CORP | -0.9% | -12.25% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lakewood Asset Management LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 119 个公开持股仓位。
在 Q3 2024 季度，Lakewood Asset Management LLC 按市值排列的前三大核心持股分别为：BIL (7.1%)、BRK-B (6.7%)、FNDX (6.0%)。其中最大持股仓位 BIL 占据整体投资组合约 7.1% 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
MLR
市值: US$25.0万
本季最大获利了结 / 清仓标的
WIREEUR
前期市值: US$82.5万
在 Q3 2024 季度中，Lakewood Asset Management LLC 共进行了 47 项持仓异动，包含新建仓 5 个仓位、加仓 14 个仓位、减仓 26 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 MLR。 本季清仓仓位包含 WIREEUR。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。