13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001308377
申報總市值
US$5.4億
US$5.4億
149 檔
26.4%
Lafayette Investments, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$5.4億，分散於 149 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Lafayette Investments, Inc. 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
在資產配置集中度方面，Lafayette Investments, Inc. 的前 5 大核心持股（包含 BRK-B, MKL, PGR 等）合計佔整體申報市值的 26.4%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
ANET
市值: US$321.5萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$315.3萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.70% | -0.43% | -1.69% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 7.51% | -0.54% | -0.47% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 4.73% | +0.04% | -2.05% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.49% | -0.34% | +0.95% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.09% | +0.42% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.13% | -0.12% | +0.11% | |
| 7 | JEF | Jefferies Financial Group In | 股票-金融 | 2.98% | +0.12% | -2.02% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.88% | +0.40% | -0.06% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.68% | +3.06% | +1.20% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 2.62% | +0.01% | +0.01% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.50% | -0.31% | -0.43% | |
| 12 | AZO | Autozone Inc | 股票-循環性消費 | 2.22% | -0.27% | -0.98% | |
| 13 | TROW | T Rowe Price Group Inc | 股票-金融 | 2.09% | +0.20% | -0.50% | |
| 14 | NSC | Norfolk Southern CORP | 股票-工業 | 1.71% | — | -1.09% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工業 | 1.59% | -0.40% | -13.84% | |
| 16 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.56% | -0.19% | +0.49% | |
| 17 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.53% | -0.03% | +0.86% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.52% | -0.17% | +1.23% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.44% | -0.30% | +9.66% | |
| 20 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.41% | -0.08% | -2.46% | |
| 21 | L | Loews CORP | 股票-金融 | 1.34% | -0.06% | -2.50% | |
| 22 | LII | Lennox International Inc | 股票-工業 | 1.31% | +0.10% | -0.87% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.24% | -0.18% | +0.37% | |
| 24 | PAYC | Paycom Software Inc | 股票-科技 | 1.22% | +0.01% | +1.10% | |
| 25 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.22% | +0.01% | +0.35% | |
| 26 | ABX | Barrick Gold CORP | 股票-金融 | 1.14% | — | -1.39% | |
| 27 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.00% | -0.09% | +2.93% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.99% | -0.09% | -1.15% | |
| 29 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.96% | -0.10% | -1.17% | |
| 30 | ESAB | Esab CORP | 股票-工業 | 0.91% | -0.05% | -1.38% | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.91% | -0.08% | -0.80% | |
| 32 | ALLE | Allegion plc | 股票-工業 | 0.90% | -0.10% | -0.25% | |
| 33 | PH | Parker Hannifin CORP | 股票-工業 | 0.87% | -0.01% | -40.61% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.87% | -0.03% | -0.45% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.86% | -0.05% | -1.08% | |
| 36 | GHC | Graham Holdings Co-class B | 股票-工業 | 0.81% | -0.02% | -3.69% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | -0.38% | +0.02% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | +0.10% | +1.59% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.02% | -0.18% | |
| 40 | GLW | Corning Inc | 股票-科技 | 0.72% | +0.18% | -2.16% | |
| 41 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.71% | -0.09% | -4.50% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.69% | +0.12% | — | |
| 43 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 0.69% | +0.12% | -4.11% | |
| 44 | WAT | Waters CORP | 股票-醫療保健 | 0.67% | +0.05% | -1.60% | |
| 45 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.64% | -0.12% | +4.43% | |
| 46 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.64% | +0.07% | -0.30% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | +0.03% | -1.42% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.03% | -1.87% | |
| 49 | AON | Aon plc | 股票-金融 | 0.50% | -0.03% | -1.22% | |
| 50 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.47% | — | +3.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MKL | Markel Group Inc | +0.8% | -0.47% | 減碼 |
| 2 | ANET | Arista Networks Inc | +0.7% | NEW | 新建倉 |
| 3 | JEF | Jefferies Financial Group In | +0.6% | -2.02% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.06% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | +0.11% | 加碼 |
| 6 | PAYC | Paycom Software Inc | +0.3% | +1.10% | 加碼 |
| 7 | SCHW | Schwab (charles) CORP | +0.2% | +0.49% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +0.95% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +1.59% | 加碼 |
| 10 | PAYX | Paychex Inc | +0.2% | +0.01% | 加碼 |
| 11 | PYPL | Paypal Holdings Inc | +0.1% | +2.93% | 加碼 |
| 12 | DIS | Walt Disney Co/the | +0.1% | -1.08% | 減碼 |
| 13 | ESAB | Esab CORP | +0.1% | -1.38% | 減碼 |
| 14 | TROW | T Rowe Price Group Inc | +0.1% | -0.50% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.18% | 減碼 |
| 16 | ASML | ASML Holding N.V. | +0.1% | +128.05% | 加碼 |
| 17 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +38.71% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -1.87% | 減碼 |
| 20 | L | Loews CORP | +0.1% | -2.50% | 減碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建倉 |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | 新建倉 |
| 23 | AXON | Axon Enterprise Inc | +0.1% | NEW | 新建倉 |
| 24 | ULTA | Ulta Beauty Inc | +0.1% | +3.16% | 加碼 |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +31.90% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | +0.02% | 加碼 |
| 28 | FICO | Fair Isaac CORP | -0.1% | EXIT | 清倉 |
| 29 | VZ | Verizon Communications Inc | -0.1% | -17.43% | 減碼 |
| 30 | NSC | Norfolk Southern CORP | -0.1% | -1.09% | 減碼 |
| 31 | ALLE | Allegion plc | -0.1% | -0.25% | 減碼 |
| 32 | HAS | Hasbro Inc | -0.1% | -0.46% | 減碼 |
| 33 | SBUX | Starbucks CORP | -0.1% | -2.46% | 減碼 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | +0.86% | 加碼 |
| 35 | KO | Coca-cola Co/the | -0.1% | -0.45% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | +1.23% | 加碼 |
| 37 | WBA | Walgreens Boots Alliance Inc | -0.1% | EXIT | 清倉 |
| 38 | NKE | Nike Inc -cl B | -0.2% | -4.50% | 減碼 |
| 39 | AOS | Smith (a.o.) CORP | -0.2% | +4.43% | 加碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.69% | 減碼 |
| 41 | INTC | Intel CORP | -0.2% | -63.07% | 減碼 |
| 42 | LOW | Lowe's Cos Inc | -0.2% | -0.43% | 減碼 |
| 43 | GPC | Genuine Parts Co | -0.2% | +0.35% | 加碼 |
| 44 | MHK | Mohawk Industries Inc | -0.2% | -0.30% | 減碼 |
| 45 | PGR | Progressive CORP | -0.3% | -2.05% | 減碼 |
| 46 | ABX | Barrick Gold CORP | -0.3% | -1.39% | 減碼 |
| 47 | KLAC | Kla CORP | -0.5% | +1.20% | 加碼 |
| 48 | PH | Parker Hannifin CORP | -0.6% | -40.61% | 減碼 |
| 49 | LMT | Lockheed Martin CORP | -0.6% | -13.84% | 減碼 |
| 50 | ANETEUR | Arista Networks Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lafayette Investments, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$5.4億，共申報了 149 個公開持股部位。
在 Q4 2024 季度，Lafayette Investments, Inc. 按市值排列的前三大核心持股分別為：BRK-B (11.7%)、MKL (7.5%)、PGR (4.7%)。其中最大持股部位 BRK-B 佔據整體投資組合約 11.7% 的權重。
在 Q4 2024 季度中，Lafayette Investments, Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 17 個部位、減碼 24 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。