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。
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CIK: 0001913467
申報總市值
US$1.6億
US$1.6億
63 檔
52.8%
在 Q3 2025 的 13F 官方備案中，Lakeside Advisors, INC. 管理的美股投資組合規模來到 US$1.6億，整體持股檔數為 63 檔。
從 Q3 2025 申報觀察，Lakeside Advisors, INC. 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, BRK-B, COST）累計市值佔比達 52.8%，是驅動 Lakeside Advisors, INC. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 28.11% | -1.27% | -0.74% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.36% | -0.08% | -1.84% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 7.90% | -1.06% | -0.20% | |
| 4 | NUE | Nucor CORP | 股票-原物料 | 4.06% | +1.11% | -1.43% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.63% | +0.33% | — | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.55% | -0.14% | -0.93% | |
| 7 | USB | US Bancorp | 股票-金融 | 2.95% | +0.26% | -3.04% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.60% | -0.07% | -3.41% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.56% | -0.29% | -2.65% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.42% | +0.18% | -2.59% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.30% | +0.16% | -2.49% | |
| 12 | MMM | 3m Co | 股票-工業 | 2.22% | +0.06% | -20.84% | |
| 13 | GE | General Electric | 股票-工業 | 2.15% | +0.51% | — | |
| 14 | PCAR | Paccar Inc | 股票-工業 | 2.11% | -0.03% | +0.50% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | +0.11% | -20.00% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.34% | +0.10% | -2.12% | |
| 17 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.27% | +0.09% | -0.79% | |
| 18 | T | At&t Inc | 股票-通訊服務 | 1.26% | -0.43% | -4.60% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | +0.01% | — | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 1.19% | -0.39% | -2.78% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.38% | +0.03% | |
| 22 | DINT | Davis Select International | ETF-其他 | 0.96% | -0.02% | -2.68% | |
| 23 | GEV | GE Vernova Inc | 股票-工業 | 0.89% | +0.32% | — | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 0.79% | -0.12% | -1.81% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | -0.19% | — | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.69% | -0.01% | -3.01% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.65% | -0.12% | -2.12% | |
| 28 | CEG | Constellation Energy | 股票-公用事業 | 0.64% | -0.11% | -6.11% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.63% | +0.09% | -5.30% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.54% | +0.36% | +0.06% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.51% | -0.06% | — | |
| 32 | CSX | Csx CORP | 股票-工業 | 0.49% | +0.06% | — | |
| 33 | FDX | Fedex CORP | 股票-工業 | 0.47% | -0.14% | -3.00% | |
| 34 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.47% | -0.02% | -9.13% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.46% | +0.01% | — | |
| 36 | EXC | Exelon CORP | 股票-公用事業 | 0.40% | -0.08% | -7.59% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.02% | — | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.18% | +0.06% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.33% | +0.06% | +14.00% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.32% | +0.09% | -9.03% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.30% | +0.06% | — | |
| 42 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.30% | +0.01% | +3.68% | |
| 43 | SOLV | Solventum CORP | 股票-醫療保健 | 0.29% | -0.20% | EXIT | |
| 44 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.27% | +0.02% | — | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | +0.01% | -7.33% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.23% | -0.01% | +0.23% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.23% | +0.07% | — | |
| 49 | FPAG | Fpa Global Equity ETF New | ETF-其他 | 0.22% | +0.01% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.21% | +0.33% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +4.2% | -0.74% | 減碼 |
| 2 | GE | General Electric | +0.7% | — | 不變 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | — | 不變 |
| 4 | GEV | GE Vernova Inc | +0.4% | — | 不變 |
| 5 | NVDA | Nvidia CORP | +0.2% | -20.00% | 減碼 |
| 6 | CEG | Constellation Energy | +0.2% | -6.11% | 減碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | +0.06% | 加碼 |
| 8 | NUE | Nucor CORP | +0.1% | -1.43% | 減碼 |
| 9 | USB | US Bancorp | +0.1% | -3.04% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | 加碼 |
| 11 | BA | Boeing Co/the | +0.1% | — | 不變 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -3.41% | 減碼 |
| 13 | HD | Home Depot Inc | +0.1% | — | 不變 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.00% | 加碼 |
| 15 | CSX | Csx CORP | +0.1% | — | 不變 |
| 16 | DINT | Davis Select International | +0.1% | -2.68% | 減碼 |
| 17 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 18 | FPAG | Fpa Global Equity ETF New | 0% | — | 不變 |
| 19 | MVIS | Microvision Inc | 0% | — | 加碼 |
| 20 | MUST | Columbia Multi-sect Muni Inc | 0% | -9.13% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | 0% | +0.06% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -7.33% | 減碼 |
| 23 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 24 | MDT | Medtronic plc | 0% | -1.81% | 減碼 |
| 25 | ABBV | Abbvie Inc | 0% | -2.49% | 減碼 |
| 26 | AMZN | Amazon.com Inc | 0% | — | 減碼 |
| 27 | CVX | Chevron CORP | 0% | +0.05% | 減碼 |
| 28 | SOLV | Solventum CORP | 0% | -2.88% | 減碼 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | -7.60% | 減碼 |
| 30 | EXC | Exelon CORP | -0.1% | -7.59% | 減碼 |
| 31 | FDX | Fedex CORP | -0.1% | -3.00% | 減碼 |
| 32 | PCAR | Paccar Inc | -0.1% | +0.50% | 加碼 |
| 33 | GILD | Gilead Sciences Inc | -0.1% | -2.12% | 減碼 |
| 34 | EXPD | Expeditors Intl Wash Inc | -0.1% | -2.59% | 減碼 |
| 35 | KR | Kroger Co | -0.2% | -2.78% | 減碼 |
| 36 | AAPL | Apple Inc | -0.2% | -2.12% | 減碼 |
| 37 | CB | Chubb Limited | -0.2% | -3.01% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | +0.03% | 減碼 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -5.30% | 減碼 |
| 40 | SBUX | Starbucks CORP | -0.3% | -0.79% | 減碼 |
| 41 | WM | Waste Management Inc | -0.4% | -2.65% | 減碼 |
| 42 | T | At&t Inc | -0.5% | -4.60% | 減碼 |
| 43 | MMM | 3m Co | -0.6% | -20.84% | 減碼 |
| 44 | PG | Procter & Gamble Co/the | -0.8% | -0.93% | 減碼 |
| 45 | COST | Costco Wholesale CORP | -1.1% | -0.20% | 減碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | -1.84% | 減碼 |
| 47 | IBM | Intl Business Machines CORP | — | EXIT | 清倉 |
| 48 | BMY | Bristol-myers Squibb Co | — | EXIT | 清倉 |
| 49 | TSLA | Tesla Inc | — | NEW | 新建倉 |
| 50 | KNO | Axs Knowledge Leaders ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Lakeside Advisors, INC. 在 Q3 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 Q3 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分別為：MSFT (28.1%)、BRK-B (9.4%)、COST (7.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 28.1% 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
TSLA
市值: US$23.8萬
本季最大獲利了結 / 清倉標的
IBM
前期市值: US$46.7萬
在 Q3 2025 季度中，Lakeside Advisors, INC. 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 7 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TSLA。 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。