LI

Lafayette Investments, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.9亿

申报季度: 2026-03-31 · 持股只数: 158

Lafayette Investments, Inc.在最新一期 13F 报告中披露了 158 项持股，申报期为 2026-03-31，总持股市值约为 US$4.9亿，季度换手率为 14.5%。

机构性格雪花图

集中度
13.2
持仓稳定性
14.55
动能／逆势
100
行业集中度
59.82
多样化
100
仓位均衡度
79.4

近期动向

  • 加仓 KLAC

    -10.3%　US$200.0万

  • 减仓 B

    -25.3%　-US$430.1万

  • 减仓 MKL

    -2.4%　-US$574.6万

  • 减仓 MSFT

    +0.6%　-US$406.5万

  • 减仓 JEF

    +0.0%　-US$284.7万

  • 加仓 XOM

    -1.5%　US$192.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他11.36%+0.07%-1.48%
2MKLMarkel Group INC股票-金融7.71%-0.58%-2.41%
3KLACKla CORP股票-科技5.07%+0.71%-10.32%
4GOOGAlphabet Inc-cl C股票-通信服务4.06%-0.17%-1.90%
5PGRProgressive CORP股票-金融3.53%-0.29%-0.95%
6METAMeta Platforms Inc-class A股票-通信服务3.27%-0.33%-2.13%
7AAPLApple INC股票-科技2.97%-0.02%-0.71%
8MSFTMicrosoft CORP股票-科技2.76%-0.58%+0.62%
9JNJJohnson & Johnson股票-医疗保健2.15%+0.40%-2.91%
10LOWLowe's Cos INC股票-周期性消费2.10%—-0.18%
11BBarrick Mining CORP股票-原材料2.03%-0.67%-25.33%
12NSCNorfolk Southern CORP股票-工业1.85%+0.03%-4.59%
13AZOAutozone INC股票-周期性消费1.85%—-1.28%
14SCHWSchwab (charles) CORP股票-金融1.81%—-0.86%
15PAYXPaychex INC股票-科技1.67%-0.23%+0.07%
16LMTLockheed Martin CORP股票-工业1.66%+0.42%-0.44%
17TROWT Rowe Price Group INC股票-金融1.57%-0.08%+0.69%
18LLoews CORP股票-金融1.55%—-1.43%
19PEPPepsico INC股票-非周期性消费1.45%+0.18%-2.07%
20XOMExxon Mobil CORP股票-能源1.39%+0.46%-1.49%
21JEFJefferies Financial Group In股票-金融1.15%-0.46%+0.02%
22PAYCPaycom Software INC股票-科技1.12%—+38.37%
23SBUXStarbucks CORP股票-周期性消费1.05%—-9.31%
24COSTCostco Wholesale CORP股票-非周期性消费1.01%+0.21%+2.04%
25AMZNAmazon.com INC股票-周期性消费0.99%—+3.98%
26GPCGenuine Parts Co股票-周期性消费0.98%-0.09%-1.08%
27KOCoca-cola Co/the股票-非周期性消费0.97%+0.13%-0.78%
28JPMJpmorgan Chase & Co股票-金融0.93%-0.04%-1.44%
29PHParker Hannifin CORP股票-工业0.92%—-9.15%
30GHCGraham Holdings Co-class B股票-工业0.91%—-0.93%
31MSGSMadison Square Garden Sports股票-通信服务0.87%+0.21%-1.00%
32LIILennox International INC股票-工业0.84%-0.01%-2.92%
33ALLEAllegion plc股票-工业0.69%-0.03%-2.03%
34MRSHMarsh & Mclennan Cos股票-金融0.68%—-0.52%
35DISWalt Disney Co/the股票-通信服务0.67%-0.08%-1.57%
36ADBEAdobe INC股票-科技0.66%+0.23%+107.87%
37ASMLASML Holding N.V.股票-科技0.66%+0.16%—
38ESABEsab CORP股票-工业0.65%-0.07%-2.73%
39ACNAccenture plc股票-科技0.65%-0.15%+2.20%
40TXNTexas Instruments INC股票-科技0.64%—-4.05%
41PYPLPaypal Holdings INC股票-金融0.62%-0.09%+4.91%
42CHKPCheck Point Software Technologies Ltd.股票-科技0.62%-0.16%-3.25%
43AOSSmith (a.o.) CORP股票-工业0.62%—-3.81%
44VVisa Inc-class A Shares股票-金融0.55%—+4.40%
45DEODiageo Plc-sponsored Adr股票-非周期性消费0.55%-0.05%+0.42%
46ANETArista Networks INC股票-科技0.55%-0.11%-17.56%
47NVONovo-nordisk A/s-spons Adr股票-医疗保健0.54%-0.12%+4.80%
48CVXChevron CORP股票-能源0.51%+0.14%-3.51%
49HASHasbro INC股票-周期性消费0.50%—-1.55%
50BACBank Of America CORP股票-金融0.49%-0.03%-0.62%
1–50 of 158

本季持股变动

Lafayette Investments, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Ulta Beauty INC (ULTA); 清仓: Whirlpool CORP (WHR); 新建仓: Schwab 1000 Index ETF (SCHK); 减仓: Kla CORP (KLAC) — 股数 -10.32%; 减仓: Barrick Mining CORP (B) — 股数 -25.33%.

Lafayette Investments, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1KLACKla CORP+0.7%-10.32%减仓
2XOMExxon Mobil CORP+0.5%-1.49%减仓
3LMTLockheed Martin CORP+0.4%-0.44%减仓
4JNJJohnson & Johnson+0.4%-2.91%减仓
5CRMSalesforce INC+0.4%+567.52%加仓
6ADBEAdobe INC+0.2%+107.87%加仓
7MSGSMadison Square Garden Sports+0.2%-1.00%减仓
8COSTCostco Wholesale CORP+0.2%+2.04%加仓
9PEPPepsico INC+0.2%-2.07%减仓
10ASMLASML Holding N.V.+0.2%—不变
11CVXChevron CORP+0.1%-3.51%减仓
12KOCoca-cola Co/the+0.1%-0.78%减仓
13INTUIntuit INC+0.1%+238.97%加仓
14BRK-BBerkshire Hathaway Inc-cl B+0.1%-1.48%减仓
15NSCNorfolk Southern CORP0%-4.59%减仓
16SCHWSchwab (charles) CORP—-0.86%减仓
17PHParker Hannifin CORP—-9.15%减仓
18LIILennox International INC0%-2.92%减仓
19AAPLApple INC0%-0.71%减仓
20ALLEAllegion plc0%-2.03%减仓
21BACBank Of America CORP0%-0.62%减仓
22JPMJpmorgan Chase & Co0%-1.44%减仓
23MHKMohawk Industries INC0%-4.76%减仓
24CMGChipotle Mexican Grill INC0%+0.28%加仓
25DEODiageo Plc-sponsored Adr-0.1%+0.42%加仓
26ESABEsab CORP-0.1%-2.73%减仓
27NKENike INC -cl B-0.1%-2.80%减仓
28AKREAkre Focus ETF-0.1%+1.58%加仓
29DHRDanaher CORP-0.1%-13.59%减仓
30TROWT Rowe Price Group INC-0.1%+0.69%加仓
31DISWalt Disney Co/the-0.1%-1.57%减仓
32GPCGenuine Parts Co-0.1%-1.08%减仓
33PYPLPaypal Holdings INC-0.1%+4.91%加仓
34WATWaters CORP-0.1%-5.00%减仓
35ANETArista Networks INC-0.1%-17.56%减仓
36NVONovo-nordisk A/s-spons Adr-0.1%+4.80%加仓
37ACNAccenture plc-0.2%+2.20%加仓
38CHKPCheck Point Software Technologies Ltd.-0.2%-3.25%减仓
39GLWCorning INC-0.2%-54.84%减仓
40GOOGAlphabet Inc-cl C-0.2%-1.90%减仓
41PAYXPaychex INC-0.2%+0.07%加仓
42PGRProgressive CORP-0.3%-0.95%减仓
43METAMeta Platforms Inc-class A-0.3%-2.13%减仓
44JEFJefferies Financial Group In-0.5%+0.02%加仓
45MKLMarkel Group INC-0.6%-2.41%减仓
46MSFTMicrosoft CORP-0.6%+0.62%加仓
47BBarrick Mining CORP-0.7%-25.33%减仓
48ULTAUlta Beauty INC—EXIT清仓
49WHRWhirlpool CORP—EXIT清仓
50SCHKSchwab 1000 Index ETF—NEW新建仓

FAQ

Lafayette Investments, Inc. 是什么机构？属于哪种投资人类型？
Lafayette Investments, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.9亿，分布在 158 个已申报仓位之中。
Lafayette Investments, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Lafayette Investments, Inc. 按市值排列的前几大持股为： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$5610.6万 (11.4%) 2. Markel Group INC (MKL) — US$3809.2万 (7.7%) 3. Kla CORP (KLAC) — US$2505.7万 (5.1%) 4. Alphabet Inc-cl C (GOOG) — US$2007.4万 (4.1%) 5. Progressive CORP (PGR) — US$1744.9万 (3.5%)
Lafayette Investments, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lafayette Investments, Inc. 共进行了 49 项显著调整：新建仓 1 个仓位、加仓 14 个既有持股、减仓 32 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Ulta Beauty INC (ULTA); 清仓: Whirlpool CORP (WHR); 新建仓: Schwab 1000 Index ETF (SCHK); 减仓: Kla CORP (KLAC) — 股数 -10.32%; 减仓: Barrick Mining CORP (B) — 股数 -25.33%
Lafayette Investments, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Lafayette Investments, Inc. 的主要板块分布如下： • Financials: 34.6% • Information Technology: 16.8% • Communication Services: 14.9% • Consumer Discretionary: 13.7% • Consumer Staples: 6.2% • Health Care: 6.2%