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
101 檔
20.9%
Q2 2025 季度申报显示，Lakewood Asset Management LLC 披露的美股组合总市值为 US$1.8亿，涵盖 101 个不同之权益投资仓位。
在 Q2 2025，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 25 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，Lakewood Asset Management LLC 的前 5 大核心持股（包含 BRK-B, FNDX, BIL 等）合计占整体申报市值的 20.9%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.43% | -0.63% | -0.26% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 5.50% | +0.19% | +4.28% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.17% | -0.31% | -14.03% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.88% | +0.74% | +3.08% | |
| 5 | AZO | Autozone Inc | 股票-周期性消费 | 3.49% | -0.42% | -2.22% | |
| 6 | MCK | Mckesson CORP | 股票-医疗保健 | 3.18% | -0.56% | -35.18% | |
| 7 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 3.09% | +0.19% | -1.41% | |
| 8 | EBAY | Ebay Inc | 股票-周期性消费 | 3.04% | +0.11% | -0.13% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.67% | +0.03% | -1.08% | |
| 10 | NVR | Nvr Inc | 股票-周期性消费 | 2.66% | -0.18% | +0.93% | |
| 11 | COP | Conocophillips | 股票-能源 | 2.66% | -1.01% | +10.01% | |
| 12 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.53% | -0.12% | -1.36% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.25% | -0.04% | -12.58% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.20% | +0.03% | +0.13% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.04% | -0.23% | -0.51% | |
| 16 | MTB | M & T Bank CORP | 股票-金融 | 2.04% | -0.02% | +0.23% | |
| 17 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.92% | +1.00% | +1.32% | |
| 18 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.60% | +0.10% | -0.59% | |
| 19 | RF | Regions Financial CORP | 股票-金融 | 1.54% | -0.01% | +1.01% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.51% | -0.37% | +13.94% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.05% | -0.09% | |
| 22 | FANG | Diamondback Energy Inc | 股票-能源 | 1.40% | -0.38% | +0.03% | |
| 23 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.39% | -0.02% | -0.10% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.35% | +0.27% | +9.09% | |
| 25 | KMX | Carmax Inc | 股票-周期性消费 | 1.31% | +0.07% | -1.35% | |
| 26 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 1.24% | +1.65% | +36.11% | |
| 27 | SLB | Slb LTD | 股票-能源 | 1.23% | -0.34% | -1.68% | |
| 28 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.21% | — | -0.49% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.15% | -0.20% | +0.44% | |
| 30 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.14% | -0.29% | -1.81% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.12% | -0.06% | +4.66% | |
| 32 | PTLO | Portillo's Inc-cl A | 股票-其他 | 1.05% | -0.07% | -0.25% | |
| 33 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 1.00% | +0.05% | -5.28% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.91% | — | +7.44% | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 0.87% | -0.08% | +0.46% | |
| 36 | DBX | Dropbox Inc-class A | 股票-科技 | 0.84% | +0.02% | +0.00% | |
| 37 | LEA | Lear CORP | 股票-周期性消费 | 0.83% | -0.05% | -3.80% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.82% | -0.75% | EXIT | |
| 39 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.80% | -0.05% | -5.47% | |
| 40 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.74% | -0.22% | -0.10% | |
| 41 | CARR | Carrier Global CORP | 股票-工业 | 0.70% | +0.10% | -0.23% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.08% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.60% | -0.04% | -7.66% | |
| 44 | AIG | American International Group | 股票-金融 | 0.54% | -0.01% | -2.23% | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.53% | -0.03% | -7.78% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.15% | -2.46% | |
| 47 | BN | Brookfield CORP | 股票-金融 | 0.51% | +0.01% | -2.53% | |
| 48 | ATKR | Atkore Inc | 股票-其他 | 0.48% | +0.04% | -1.90% | |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.47% | -0.56% | — | |
| 50 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.47% | +0.01% | -0.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HPE | Hewlett Packard Enterprise | +0.5% | +1.32% | 加仓 |
| 2 | BKNG | Booking Holdings Inc | +0.5% | -1.36% | 减仓 |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | +0.5% | NEW | 新建仓 |
| 4 | VT | Vanguard Tot World Stk ETF | +0.5% | +3.08% | 加仓 |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.4% | +4.28% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.3% | -0.09% | 减仓 |
| 7 | VPLS | Vanguard Core-plus Bond ETF | +0.3% | +36.11% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.3% | -1.08% | 减仓 |
| 9 | ULTA | Ulta Beauty Inc | +0.3% | -0.49% | 减仓 |
| 10 | NICE | Nice LTD - Spon Adr | +0.3% | NEW | 新建仓 |
| 11 | EBAY | Ebay Inc | +0.2% | -0.13% | 减仓 |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +9.09% | 加仓 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.13% | 加仓 |
| 14 | VTIP | Vanguard Short-term Tips | +0.2% | +13.94% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.2% | NEW | 新建仓 |
| 16 | RTX | Rtx CORP | +0.2% | -0.51% | 减仓 |
| 17 | AVGO | Broadcom Inc | +0.2% | -3.40% | 减仓 |
| 18 | MTB | M & T Bank CORP | +0.2% | +0.23% | 加仓 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.66% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | — | 不变 |
| 21 | RF | Regions Financial CORP | +0.1% | +1.01% | 加仓 |
| 22 | CF | Cf Industries Holdings Inc | +0.1% | -0.10% | 减仓 |
| 23 | ORCL | Oracle CORP | +0.1% | -5.58% | 减仓 |
| 24 | CARR | Carrier Global CORP | +0.1% | -0.23% | 减仓 |
| 25 | PRDO | Perdoceo Education CORP | +0.1% | -0.36% | 减仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | +0.11% | 加仓 |
| 27 | CTVA | Corteva Inc | +0.1% | +0.07% | 加仓 |
| 28 | BN | Brookfield CORP | +0.1% | -2.53% | 减仓 |
| 29 | ATKR | Atkore Inc | +0.1% | -1.90% | 减仓 |
| 30 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +7.44% | 加仓 |
| 31 | NVR | Nvr Inc | 0% | +0.93% | 加仓 |
| 32 | APA | Apa CORP | -0.1% | -1.66% | 减仓 |
| 33 | ACIW | Aci Worldwide Inc | -0.1% | — | 不变 |
| 34 | LEN | Lennar Corp-a | -0.1% | -5.47% | 减仓 |
| 35 | EPD | Enterprise Products Partners | -0.1% | -7.78% | 减仓 |
| 36 | UPS | United Parcel Service-cl B | -0.1% | EXIT | 清仓 |
| 37 | MHK | Mohawk Industries Inc | -0.2% | -5.28% | 减仓 |
| 38 | ABBV | Abbvie Inc | -0.2% | EXIT | 清仓 |
| 39 | UHAL-B | U-haul Holding Co-non Voting | -0.2% | -0.59% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | 清仓 |
| 41 | COP | Conocophillips | -0.2% | +10.01% | 加仓 |
| 42 | AZO | Autozone Inc | -0.2% | -2.22% | 减仓 |
| 43 | FANG | Diamondback Energy Inc | -0.2% | +0.03% | 加仓 |
| 44 | KMX | Carmax Inc | -0.3% | -1.35% | 减仓 |
| 45 | SLB | Slb LTD | -0.3% | -1.68% | 减仓 |
| 46 | BMY | Bristol-myers Squibb Co | -0.4% | +0.44% | 加仓 |
| 47 | AAPL | Apple Inc | -0.6% | -12.58% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -0.26% | 减仓 |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | -14.03% | 减仓 |
| 50 | MCK | Mckesson CORP | -1.4% | -35.18% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lakewood Asset Management LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 101 个公开持股仓位。
在 Q2 2025 季度，Lakewood Asset Management LLC 按市值排列的前三大核心持股分别为：BRK-B (7.4%)、FNDX (5.5%)、BIL (5.2%)。其中最大持股仓位 BRK-B 占据整体投资组合约 7.4% 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
VBIL
市值: US$70.8万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$28.1万
在 Q2 2025 季度中，Lakewood Asset Management LLC 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 17 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VBIL。 本季清仓仓位包含 UNH。
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。