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: 0001913467
申報總市值
US$1.6億
US$1.6億
63 檔
49.5%
根據最新整理的 13F 季度數據集，Lakeside Advisors, INC. 於 Q1 2025 結束時的管理資產規模為 US$1.6億。該機構在本季度申報了 63 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Lakeside Advisors, INC. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 26 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, BRK-B, COST）占據了總市值的 49.5%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 23.96% | -1.27% | -0.66% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.85% | -0.08% | -0.39% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 8.99% | -1.06% | -3.37% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.31% | -0.14% | -0.51% | |
| 5 | NUE | Nucor CORP | 股票-原物料 | 3.92% | +1.11% | +22.55% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.18% | +0.33% | — | |
| 7 | WM | Waste Management Inc | 股票-工業 | 3.00% | -0.29% | -1.51% | |
| 8 | USB | US Bancorp | 股票-金融 | 2.81% | +0.26% | -0.71% | |
| 9 | MMM | 3m Co | 股票-工業 | 2.80% | +0.06% | -2.35% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.56% | +0.18% | -0.77% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.53% | -0.07% | -0.16% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.33% | +0.16% | -0.59% | |
| 13 | PCAR | Paccar Inc | 股票-工業 | 2.18% | -0.03% | +1.42% | |
| 14 | T | At&t Inc | 股票-通訊服務 | 1.76% | -0.43% | -3.04% | |
| 15 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.56% | +0.09% | -6.23% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.50% | +0.10% | -2.86% | |
| 17 | GE | General Electric | 股票-工業 | 1.50% | +0.51% | — | |
| 18 | KR | Kroger Co | 股票-非循環性消費 | 1.34% | -0.39% | -1.64% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.11% | -8.95% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -0.38% | +0.03% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.13% | +0.01% | — | |
| 22 | DINT | Davis Select International | ETF-其他 | 0.90% | -0.02% | -3.31% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.88% | +0.09% | +2.14% | |
| 24 | CB | Chubb Limited | 股票-金融 | 0.86% | -0.01% | +7.52% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.19% | -1.79% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.80% | -0.12% | +0.06% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.76% | -0.12% | -0.49% | |
| 28 | FDX | Fedex CORP | 股票-工業 | 0.54% | -0.14% | +0.06% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.50% | -0.06% | — | |
| 30 | CEG | Constellation Energy | 股票-公用事業 | 0.49% | -0.11% | -10.49% | |
| 31 | EXC | Exelon CORP | 股票-公用事業 | 0.47% | -0.08% | -5.54% | |
| 32 | GEV | GE Vernova Inc | 股票-工業 | 0.47% | +0.32% | -18.50% | |
| 33 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.45% | -0.02% | — | |
| 34 | CSX | Csx CORP | 股票-工業 | 0.42% | +0.06% | — | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.39% | +0.36% | +0.06% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 0.38% | +0.01% | -1.18% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.18% | -13.20% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | -0.02% | — | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.09% | -2.91% | |
| 40 | SOLV | Solventum CORP | 股票-醫療保健 | 0.33% | -0.20% | EXIT | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.32% | +0.01% | — | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.31% | — | -5.05% | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.30% | +0.02% | — | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.27% | -0.01% | +0.23% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | — | -6.45% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.26% | +0.07% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.26% | +0.06% | — | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.25% | -0.01% | -6.02% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.24% | -0.07% | +0.05% | |
| 50 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.24% | -0.03% | -0.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.6% | -0.39% | 減碼 |
| 2 | NUE | Nucor CORP | +0.8% | +22.55% | 加碼 |
| 3 | WM | Waste Management Inc | +0.4% | -1.51% | 減碼 |
| 4 | ABBV | Abbvie Inc | +0.4% | -0.59% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | -0.16% | 減碼 |
| 6 | T | At&t Inc | +0.3% | -3.04% | 減碼 |
| 7 | MMM | 3m Co | +0.3% | -2.35% | 減碼 |
| 8 | GE | General Electric | +0.3% | — | 不變 |
| 9 | EXPD | Expeditors Intl Wash Inc | +0.2% | -0.77% | 減碼 |
| 10 | CGSM | Cap Group Short Muni Income | +0.2% | NEW | 新建倉 |
| 11 | GILD | Gilead Sciences Inc | +0.1% | -0.49% | 減碼 |
| 12 | CB | Chubb Limited | +0.1% | +7.52% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +0.03% | 加碼 |
| 14 | KR | Kroger Co | +0.1% | -1.64% | 減碼 |
| 15 | MDT | Medtronic plc | +0.1% | +0.06% | 加碼 |
| 16 | EXC | Exelon CORP | +0.1% | -5.54% | 減碼 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | -0.51% | 減碼 |
| 18 | MCD | Mcdonald's CORP | +0.1% | -1.79% | 減碼 |
| 19 | AMGN | Amgen Inc | +0.1% | +0.23% | 加碼 |
| 20 | CVX | Chevron CORP | 0% | +0.05% | 加碼 |
| 21 | DINT | Davis Select International | 0% | -3.31% | 減碼 |
| 22 | SOLV | Solventum CORP | 0% | -5.34% | 減碼 |
| 23 | VZ | Verizon Communications Inc | 0% | +3.65% | 加碼 |
| 24 | IBM | Intl Business Machines CORP | 0% | -5.05% | 減碼 |
| 25 | LLY | Eli Lilly & Co | 0% | — | 不變 |
| 26 | MDLZ | Mondelez International Inc-a | 0% | -6.02% | 減碼 |
| 27 | BMY | Bristol-myers Squibb Co | 0% | +0.05% | 加碼 |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | — | 不變 |
| 29 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 30 | COST | Costco Wholesale CORP | 0% | -3.37% | 減碼 |
| 31 | WAFD | Wafd Inc | 0% | +0.11% | 加碼 |
| 32 | BA | Boeing Co/the | 0% | -1.18% | 減碼 |
| 33 | CSCO | Cisco Systems Inc | 0% | -13.20% | 減碼 |
| 34 | NKE | Nike Inc -cl B | 0% | -10.39% | 減碼 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 36 | CSX | Csx CORP | 0% | — | 不變 |
| 37 | CAT | Caterpillar Inc | 0% | +0.06% | 加碼 |
| 38 | AMZN | Amazon.com Inc | -0.1% | — | 不變 |
| 39 | HD | Home Depot Inc | -0.1% | — | 不變 |
| 40 | FDX | Fedex CORP | -0.1% | +0.06% | 加碼 |
| 41 | PCAR | Paccar Inc | -0.1% | +1.42% | 加碼 |
| 42 | CEG | Constellation Energy | -0.1% | -10.49% | 減碼 |
| 43 | GEV | GE Vernova Inc | -0.1% | -18.50% | 減碼 |
| 44 | TSLA | Tesla Inc | -0.2% | EXIT | 清倉 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | 不變 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +2.14% | 加碼 |
| 47 | AAPL | Apple Inc | -0.2% | -2.86% | 減碼 |
| 48 | USB | US Bancorp | -0.4% | -0.71% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.5% | -8.95% | 減碼 |
| 50 | MSFT | Microsoft CORP | -3.1% | -0.66% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lakeside Advisors, INC. 在 Q1 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 63 個公開持股部位。
在 Q1 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分別為：MSFT (24.0%)、BRK-B (10.8%)、COST (9.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 24.0% 的權重。
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。
本季最大新建倉標的
CGSM
市值: US$24.7萬
本季最大獲利了結 / 清倉標的
TSLA
前期市值: US$23.5萬
在 Q1 2025 季度中，Lakeside Advisors, INC. 共進行了 41 項持倉異動，包含新建倉 1 個部位、加碼 13 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CGSM。 本季清倉部位包含 TSLA。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。