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
105 檔
23.1%
截至 Q4 2025 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 105 档。
在 Q4 2025，Lakewood Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 28 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
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, VBIL 等）合计占整体申报市值的 23.1%，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 | 6.86% | -0.63% | -1.38% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 5.66% | +0.19% | +3.96% | |
| 3 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 4.88% | -0.56% | +250.34% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.12% | +0.74% | +2.26% | |
| 5 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 3.24% | +1.65% | +115.36% | |
| 6 | EBAY | Ebay Inc | 股票-周期性消费 | 3.21% | +0.11% | +1.19% | |
| 7 | MCK | Mckesson CORP | 股票-医疗保健 | 3.19% | -0.56% | +1.08% | |
| 8 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.97% | +0.19% | +0.25% | |
| 9 | AZO | Autozone Inc | 股票-周期性消费 | 2.84% | -0.42% | +1.35% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.76% | +0.03% | +0.50% | |
| 11 | COP | Conocophillips | 股票-能源 | 2.52% | -1.01% | +1.32% | |
| 12 | NVR | Nvr Inc | 股票-周期性消费 | 2.37% | -0.18% | +1.65% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.35% | -0.04% | -1.78% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 2.24% | -0.23% | +0.60% | |
| 15 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.06% | -0.12% | +0.46% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.98% | +0.03% | -7.12% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.98% | -0.31% | -54.67% | |
| 18 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.96% | +1.00% | +0.28% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.91% | -0.02% | +1.32% | |
| 20 | RF | Regions Financial CORP | 股票-金融 | 1.60% | -0.01% | +0.89% | |
| 21 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.56% | — | +44.20% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.54% | -0.37% | +9.72% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.42% | +0.27% | +4.76% | |
| 24 | FANG | Diamondback Energy Inc | 股票-能源 | 1.40% | -0.38% | +1.19% | |
| 25 | SLB | Slb LTD | 股票-能源 | 1.35% | -0.34% | +1.17% | |
| 26 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.25% | -0.02% | +0.83% | |
| 27 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.25% | +0.10% | +1.25% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.24% | -0.20% | +2.97% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.05% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.06% | -0.06% | -4.12% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.03% | -0.29% | -5.76% | |
| 32 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.94% | +0.05% | +0.85% | |
| 33 | LEA | Lear CORP | 股票-周期性消费 | 0.92% | -0.05% | +0.98% | |
| 34 | MKL | Markel Group Inc | 股票-金融 | 0.86% | -0.08% | +1.65% | |
| 35 | NICE | Nice LTD - Spon Adr | 股票-科技 | 0.82% | -0.25% | -3.61% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 37 | DBX | Dropbox Inc-class A | 股票-科技 | 0.73% | +0.02% | +1.03% | |
| 38 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.69% | -0.05% | +2.53% | |
| 39 | KMX | Carmax Inc | 股票-周期性消费 | 0.69% | +0.07% | +0.94% | |
| 40 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.61% | +0.02% | — | |
| 41 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.56% | -0.22% | +0.91% | |
| 42 | APA | Apa CORP | 股票-能源 | 0.55% | -0.27% | +0.73% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | -0.04% | -5.97% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.08% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | -0.15% | -2.53% | |
| 46 | BN | Brookfield CORP | 股票-金融 | 0.49% | +0.01% | +49.96% | |
| 47 | EPD | Enterprise Products Partners | 股票-能源 | 0.48% | -0.03% | — | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | +0.11% | -2.57% | |
| 49 | AIG | American International Group | 股票-金融 | 0.47% | -0.01% | +0.11% | |
| 50 | CMI | Cummins Inc | 股票-工业 | 0.45% | +0.19% | +0.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +3.4% | +250.34% | 加仓 |
| 2 | VPLS | Vanguard Core-plus Bond ETF | +1.7% | +115.36% | 加仓 |
| 3 | VUSB | Vanguard Ultra Short Bond Et | +0.5% | +44.20% | 加仓 |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +3.96% | 加仓 |
| 5 | BMY | Bristol-myers Squibb Co | +0.2% | +2.97% | 加仓 |
| 6 | RTX | Rtx CORP | +0.2% | +0.60% | 加仓 |
| 7 | MCK | Mckesson CORP | +0.1% | +1.08% | 加仓 |
| 8 | SLB | Slb LTD | +0.1% | +1.17% | 加仓 |
| 9 | BAC | Bank Of America CORP | +0.1% | +0.50% | 加仓 |
| 10 | HCC | Warrior Met Coal Inc | +0.1% | +5.11% | 加仓 |
| 11 | LEA | Lear CORP | +0.1% | +0.98% | 加仓 |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +4.76% | 加仓 |
| 13 | MKL | Markel Group Inc | +0.1% | +1.65% | 加仓 |
| 14 | XPEL | Xpel Inc | +0.1% | +8.81% | 加仓 |
| 15 | KRMD | Koru Medical Systems Inc | +0.1% | +2.78% | 加仓 |
| 16 | VT | Vanguard Tot World Stk ETF | +0.1% | +2.26% | 加仓 |
| 17 | VTIP | Vanguard Short-term Tips | +0.1% | +9.72% | 加仓 |
| 18 | AAPL | Apple Inc | 0% | -1.78% | 减仓 |
| 19 | ORCL | Oracle CORP | -0.1% | +0.05% | 加仓 |
| 20 | CF | Cf Industries Holdings Inc | -0.1% | +0.91% | 加仓 |
| 21 | CARR | Carrier Global CORP | -0.1% | -8.36% | 减仓 |
| 22 | KMX | Carmax Inc | -0.1% | +0.94% | 加仓 |
| 23 | MSFT | Microsoft CORP | -0.1% | — | 不变 |
| 24 | CAT | Caterpillar Inc | -0.1% | -35.01% | 减仓 |
| 25 | UHAL-B | U-haul Holding Co-non Voting | -0.1% | +1.25% | 加仓 |
| 26 | LEN | Lennar Corp-a | -0.2% | +2.53% | 加仓 |
| 27 | PTLO | Portillo's Inc-cl A | -0.2% | -1.14% | 减仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -7.12% | 减仓 |
| 29 | DKS | Dick's Sporting Goods Inc | -0.2% | +0.83% | 加仓 |
| 30 | MHK | Mohawk Industries Inc | -0.2% | +0.85% | 加仓 |
| 31 | EBAY | Ebay Inc | -0.2% | +1.19% | 加仓 |
| 32 | NVR | Nvr Inc | -0.3% | +1.65% | 加仓 |
| 33 | NICE | Nice LTD - Spon Adr | -0.3% | -3.61% | 减仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -1.38% | 减仓 |
| 35 | WSM | Williams-sonoma Inc | -0.4% | +0.25% | 加仓 |
| 36 | AZO | Autozone Inc | -0.8% | +1.35% | 加仓 |
| 37 | ULTA | Ulta Beauty Inc | -1% | -76.48% | 减仓 |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2.5% | -54.67% | 减仓 |
| 39 | LULU | Lululemon Athletica Inc | — | NEW | 新建仓 |
| 40 | SLV | Ishares Silver Trust | — | NEW | 新建仓 |
| 41 | VTES | Vanguard Sh Term Tax-ex Bond | — | EXIT | 清仓 |
| 42 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 43 | VCRM | Vanguard Core Tax-ex Bond | — | NEW | 新建仓 |
| 44 | UHAL | U-haul Holding Co | — | EXIT | 清仓 |
| 45 | NFLX | Netflix Inc | — | EXIT | 清仓 |
| 46 | WGO | Winnebago Industries | — | NEW | 新建仓 |
| 47 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | 清仓 |
| 48 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 49 | YELP | Yelp Inc | — | NEW | 新建仓 |
| 50 | EBF | Ennis Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Lakewood Asset Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 105 个公开持股仓位。
在 Q4 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 (6.9%)、FNDX (5.7%)、VBIL (4.9%)。其中最大持股仓位 BRK-B 占据整体投资组合约 6.9% 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
LULU
市值: US$104.5万
本季最大获利了结 / 清仓标的
VTES
前期市值: US$50.3万
在 Q4 2025 季度中，Lakewood Asset Management LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 28 个仓位、减仓 9 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 LULU。 本季清仓仓位包含 VTES。
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。