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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001986389
申报总市值
US$3.2亿
US$3.2亿
155 檔
31.1%
截至 Q1 2025 季度末，Lazari Capital Management, Inc. 的美股持仓估值约为 US$3.2亿，全数申报仓位共有 155 档。
在 Q1 2025，Lazari Capital Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 21 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lazari Capital Management, Inc. 的前 5 大核心持股（包含 AAPL, META, AMZN 等）合计占整体申报市值的 31.1%，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 | AAPL | Apple Inc | 股票-科技 | 15.86% | -0.01% | -0.46% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.10% | -0.69% | -2.24% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.28% | +0.17% | +0.64% | |
| 4 | UBER | Uber Technologies Inc | 股票-工业 | 6.04% | -0.37% | +1.56% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.95% | +0.58% | +1.48% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.46% | +0.77% | +4.73% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.20% | +9.93% | |
| 8 | BP | Bp Plc-spons Adr | 股票-能源 | 2.67% | -0.97% | -0.49% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.61% | -0.29% | +0.45% | |
| 10 | BA | Boeing Co/the | 股票-工业 | 2.15% | — | +7.85% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.62% | +0.03% | -3.65% | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 1.48% | -0.19% | -0.41% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.39% | +0.03% | -1.66% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.38% | +0.03% | +4.83% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.24% | +0.01% | +0.49% | |
| 16 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.24% | -0.47% | +8.79% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.05% | +2.09% | +22.10% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.27% | +6.29% | |
| 19 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 1.01% | -0.06% | +21.03% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.96% | -0.11% | -3.48% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | -0.01% | +8.76% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.02% | -3.05% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | +0.01% | -1.73% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.11% | -1.84% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.06% | +0.43% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | -0.08% | -6.17% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | +0.09% | +0.36% | |
| 28 | SRE | Sempra | 股票-公用事业 | 0.71% | -0.82% | EXIT | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.68% | — | -0.30% | |
| 30 | T | At&t Inc | 股票-通信服务 | 0.66% | -0.20% | -0.10% | |
| 31 | PFE | Pfizer Inc | 股票-医疗保健 | 0.65% | -0.16% | +93.55% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.62% | -0.09% | +2.13% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.60% | +0.05% | +318.98% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | -0.11% | +77.51% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.56% | -0.19% | -0.45% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.54% | -0.03% | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.05% | -4.79% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | -0.11% | +13.58% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.46% | -0.12% | -14.84% | |
| 40 | MO | Altria Group Inc | 股票-非周期性消费 | 0.46% | -0.01% | -0.33% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | -0.04% | -9.63% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.14% | +48.88% | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.45% | -0.15% | -0.31% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.45% | +0.03% | +12.53% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | -0.15% | -2.95% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | -0.04% | -2.56% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.04% | -2.49% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.41% | -0.02% | -1.82% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.37% | -0.04% | -0.63% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.34% | +0.03% | -3.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +1.2% | +1.56% | 加仓 |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.5% | NEW | 新建仓 |
| 3 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | +318.98% | 加仓 |
| 4 | BP | Bp Plc-spons Adr | +0.4% | -0.49% | 减仓 |
| 5 | PFE | Pfizer Inc | +0.3% | +93.55% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.3% | +77.51% | 加仓 |
| 7 | VZ | Verizon Communications Inc | +0.3% | +8.79% | 加仓 |
| 8 | ABBV | Abbvie Inc | +0.2% | -1.66% | 减仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建仓 |
| 10 | CVX | Chevron CORP | +0.2% | +48.88% | 加仓 |
| 11 | GLD | Spdr Gold Shares | +0.2% | +104.56% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +6.29% | 加仓 |
| 13 | WYNN | Wynn Resorts LTD | +0.2% | +21.03% | 加仓 |
| 14 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | +0.2% | NEW | 新建仓 |
| 15 | T | At&t Inc | +0.1% | -0.10% | 减仓 |
| 16 | BA | Boeing Co/the | +0.1% | +7.85% | 加仓 |
| 17 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -14.84% | 减仓 |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | 新建仓 |
| 19 | NFLX | Netflix Inc | +0.1% | -0.41% | 减仓 |
| 20 | UBRL | Granite 2x Long Uber ETF | +0.1% | NEW | 新建仓 |
| 21 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建仓 |
| 22 | BX | Blackstone Inc | +0.1% | NEW | 新建仓 |
| 23 | EQNR | Equinor Asa-spon Adr | +0.1% | NEW | 新建仓 |
| 24 | WM | Waste Management Inc | +0.1% | NEW | 新建仓 |
| 25 | O | Realty Income CORP | +0.1% | NEW | 新建仓 |
| 26 | V | Visa Inc-class A Shares | +0.1% | -1.84% | 减仓 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +74.96% | 加仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.36% | 加仓 |
| 29 | KEY | Keycorp | -0.1% | EXIT | 清仓 |
| 30 | HD | Home Depot Inc | -0.1% | -21.86% | 减仓 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | 清仓 |
| 32 | IWF | Ishares Russell 1000 Growth | -0.1% | EXIT | 清仓 |
| 33 | AMAT | Applied Materials Inc | -0.1% | EXIT | 清仓 |
| 34 | PYPL | Paypal Holdings Inc | -0.1% | -0.63% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | -2.24% | 减仓 |
| 36 | BAC | Bank Of America CORP | -0.1% | -3.65% | 减仓 |
| 37 | CRM | Salesforce Inc | -0.1% | +2.13% | 加仓 |
| 38 | ABNB | Airbnb Inc-class A | -0.1% | EXIT | 清仓 |
| 39 | SRE | Sempra | -0.1% | +1.00% | 加仓 |
| 40 | MESO | Mesoblast Ltd- Spon Adr | -0.1% | +0.00% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.1% | -40.76% | 减仓 |
| 42 | GILD | Gilead Sciences Inc | -0.1% | EXIT | 清仓 |
| 43 | TTD | Trade Desk Inc/the -class A | -0.2% | EXIT | 清仓 |
| 44 | DIS | Walt Disney Co/the | -0.3% | +0.45% | 加仓 |
| 45 | AVGO | Broadcom Inc | -0.3% | +0.43% | 加仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.5% | +4.73% | 加仓 |
| 47 | TSLA | Tesla Inc | -0.6% | +0.49% | 加仓 |
| 48 | AMZN | Amazon.com Inc | -0.7% | +0.64% | 加仓 |
| 49 | NVDA | Nvidia CORP | -0.9% | +1.48% | 加仓 |
| 50 | AAPL | Apple Inc | -1.7% | -0.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lazari Capital Management, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 155 个公开持股仓位。
在 Q1 2025 季度，Lazari Capital Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (15.9%)、META (8.1%)、AMZN (6.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 15.9% 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
VYM
市值: US$132.5万
本季最大获利了结 / 清仓标的
TTD
前期市值: US$38.4万
在 Q1 2025 季度中，Lazari Capital Management, Inc. 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 21 个仓位、减仓 12 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 VYM。 本季清仓仓位包含 TTD。
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。