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
62 檔
52.3%
Q2 2025 季度申報顯示，Lakeside Advisors, INC. 揭露的美股組合總市值為 US$1.6億，涵蓋 62 個不同之權益投資部位。
在 Q2 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 27 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 52.3%，展現出該機構在 Q2 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 | 27.71% | -1.27% | -10.32% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.38% | -0.08% | -2.55% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 8.63% | -1.06% | -5.82% | |
| 4 | NUE | Nucor CORP | 股票-原物料 | 4.01% | +1.11% | -2.41% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.79% | -0.14% | -3.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.42% | +0.33% | — | |
| 7 | USB | US Bancorp | 股票-金融 | 2.90% | +0.26% | -1.26% | |
| 8 | MMM | 3m Co | 股票-工業 | 2.80% | +0.06% | -0.93% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.78% | -0.29% | -3.72% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.36% | +0.18% | -0.27% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.26% | -0.07% | -0.36% | |
| 12 | PCAR | Paccar Inc | 股票-工業 | 2.07% | -0.03% | +0.15% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.92% | +0.16% | -4.17% | |
| 14 | GE | General Electric | 股票-工業 | 1.88% | +0.51% | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.11% | -13.29% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.42% | +0.09% | +0.05% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 1.38% | -0.43% | -21.51% | |
| 18 | KR | Kroger Co | 股票-非循環性消費 | 1.33% | -0.39% | -4.17% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.12% | +0.10% | -16.89% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.10% | +0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.38% | -6.84% | |
| 22 | DINT | Davis Select International | ETF-其他 | 0.93% | -0.02% | -4.27% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.84% | +0.09% | -1.05% | |
| 24 | GEV | GE Vernova Inc | 股票-工業 | 0.78% | +0.32% | — | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.78% | -0.19% | — | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.75% | -0.12% | +0.06% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.74% | -0.01% | -7.00% | |
| 28 | CEG | Constellation Energy | 股票-公用事業 | 0.68% | -0.11% | -11.26% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.67% | -0.12% | -7.83% | |
| 30 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.52% | -0.02% | +17.74% | |
| 31 | FDX | Fedex CORP | 股票-工業 | 0.48% | -0.14% | -1.51% | |
| 32 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.46% | -0.06% | — | |
| 33 | CSX | Csx CORP | 股票-工業 | 0.45% | +0.06% | — | |
| 34 | BA | Boeing Co/the | 股票-工業 | 0.45% | +0.01% | — | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.45% | +0.36% | — | |
| 36 | EXC | Exelon CORP | 股票-公用事業 | 0.42% | -0.08% | -1.30% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.18% | +0.07% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.02% | — | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.09% | +0.06% | |
| 40 | SOLV | Solventum CORP | 股票-醫療保健 | 0.32% | -0.20% | EXIT | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.29% | +0.01% | -11.93% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | +0.06% | — | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.27% | +0.02% | -20.66% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.01% | -3.47% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.24% | +0.07% | — | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.23% | -0.01% | +0.23% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.23% | -0.01% | -3.66% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | +0.06% | +6.82% | |
| 50 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.21% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.8% | -10.32% | 減碼 |
| 2 | GE | General Electric | +0.4% | — | 不變 |
| 3 | GEV | GE Vernova Inc | +0.3% | — | 不變 |
| 4 | NVDA | Nvidia CORP | +0.3% | -13.29% | 減碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | 不變 |
| 6 | CEG | Constellation Energy | +0.2% | -11.26% | 減碼 |
| 7 | NUE | Nucor CORP | +0.1% | -2.41% | 減碼 |
| 8 | USB | US Bancorp | +0.1% | -1.26% | 減碼 |
| 9 | BA | Boeing Co/the | +0.1% | — | 不變 |
| 10 | MUST | Columbia Multi-sect Muni Inc | +0.1% | +17.74% | 加碼 |
| 11 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 12 | DINT | Davis Select International | 0% | -4.27% | 減碼 |
| 13 | CSX | Csx CORP | 0% | — | 不變 |
| 14 | CSCO | Cisco Systems Inc | 0% | +0.07% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | 0% | +6.82% | 加碼 |
| 16 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -3.47% | 減碼 |
| 18 | MVIS | Microvision Inc | 0% | +66.52% | 加碼 |
| 19 | SOLR | Guinness Atkinson Sust Enr-u | 0% | — | 不變 |
| 20 | FPAG | Fpa Global Equity ETF New | 0% | — | 不變 |
| 21 | ADIV | Guins Atk Asia Pac Db Etf-ui | 0% | — | 不變 |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | — | 不變 |
| 23 | MMM | 3m Co | — | -0.93% | 減碼 |
| 24 | KR | Kroger Co | 0% | -4.17% | 減碼 |
| 25 | AMZN | Amazon.com Inc | 0% | -20.66% | 減碼 |
| 26 | DIVS | Guinness Atkinson Dvd Bl-usd | 0% | -11.93% | 減碼 |
| 27 | VZ | Verizon Communications Inc | 0% | -8.78% | 減碼 |
| 28 | AMGN | Amgen Inc | 0% | +0.23% | 加碼 |
| 29 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +0.07% | 加碼 |
| 31 | EXC | Exelon CORP | -0.1% | -1.30% | 減碼 |
| 32 | MDT | Medtronic plc | -0.1% | +0.06% | 加碼 |
| 33 | CVX | Chevron CORP | -0.1% | -8.97% | 減碼 |
| 34 | FDX | Fedex CORP | -0.1% | -1.51% | 減碼 |
| 35 | MCD | Mcdonald's CORP | -0.1% | — | 不變 |
| 36 | GILD | Gilead Sciences Inc | -0.1% | -7.83% | 減碼 |
| 37 | PCAR | Paccar Inc | -0.1% | +0.15% | 加碼 |
| 38 | CB | Chubb Limited | -0.1% | -7.00% | 減碼 |
| 39 | SBUX | Starbucks CORP | -0.1% | +0.05% | 加碼 |
| 40 | EXPD | Expeditors Intl Wash Inc | -0.2% | -0.27% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -6.84% | 減碼 |
| 42 | WM | Waste Management Inc | -0.2% | -3.72% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -0.36% | 減碼 |
| 44 | IBM | Intl Business Machines CORP | -0.3% | EXIT | 清倉 |
| 45 | COST | Costco Wholesale CORP | -0.4% | -5.82% | 減碼 |
| 46 | AAPL | Apple Inc | -0.4% | -16.89% | 減碼 |
| 47 | T | At&t Inc | -0.4% | -21.51% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -4.17% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.5% | -3.26% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | -2.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lakeside Advisors, INC. 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 62 個公開持股部位。
在 Q2 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分別為：MSFT (27.7%)、BRK-B (9.4%)、COST (8.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 27.7% 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。
本季最大獲利了結 / 清倉標的
IBM
前期市值: US$46.7萬
在 Q2 2025 季度中，Lakeside Advisors, INC. 共進行了 37 項持倉異動，包含新建倉 0 個部位、加碼 9 個部位、減碼 27 個部位以及清倉 1 個部位。 本季清倉部位包含 IBM。
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。