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
50.5%
截至 Q4 2025 季度末，Lakeside Advisors, INC. 的美股持倉估值約為 US$1.6億，全數申報部位共有 62 檔。
Lakeside Advisors, INC. 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
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 50.5%，展現出該機構在 Q4 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 | 26.29% | -1.27% | -0.91% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.06% | -0.08% | -4.15% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 7.28% | -1.06% | -2.15% | |
| 4 | NUE | Nucor CORP | 股票-原物料 | 4.87% | +1.11% | -1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.75% | +0.33% | — | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.44% | -0.14% | +2.52% | |
| 7 | USB | US Bancorp | 股票-金融 | 3.18% | +0.26% | -3.29% | |
| 8 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.94% | +0.18% | -1.06% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.88% | -0.07% | -1.78% | |
| 10 | WM | Waste Management Inc | 股票-工業 | 2.58% | -0.29% | -0.10% | |
| 11 | PCAR | Paccar Inc | 股票-工業 | 2.38% | -0.03% | +0.27% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.29% | +0.16% | — | |
| 13 | MMM | 3m Co | 股票-工業 | 2.28% | +0.06% | -1.64% | |
| 14 | GE | General Electric | 股票-工業 | 2.23% | +0.51% | -0.11% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.40% | +0.10% | -3.03% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.11% | -2.58% | |
| 17 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.14% | +0.09% | -10.65% | |
| 18 | KR | Kroger Co | 股票-非循環性消費 | 1.11% | -0.39% | -0.53% | |
| 19 | T | At&t Inc | 股票-通訊服務 | 1.11% | -0.43% | -1.13% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.38% | +0.03% | |
| 21 | DINT | Davis Select International | ETF-其他 | 0.99% | -0.02% | — | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | +0.01% | -4.28% | |
| 23 | GEV | GE Vernova Inc | 股票-工業 | 0.91% | +0.32% | -5.43% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.80% | -0.19% | — | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.77% | -0.01% | — | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.73% | -0.12% | -9.07% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.71% | -0.12% | -1.09% | |
| 28 | CEG | Constellation Energy | 股票-公用事業 | 0.69% | -0.11% | -1.07% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.65% | +0.36% | +0.06% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.56% | +0.09% | -3.08% | |
| 31 | FDX | Fedex CORP | 股票-工業 | 0.56% | -0.14% | -4.73% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.52% | +0.06% | +52.63% | |
| 33 | CSX | Csx CORP | 股票-工業 | 0.50% | +0.06% | — | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.50% | -0.06% | — | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.48% | +0.01% | +4.49% | |
| 36 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.48% | -0.02% | — | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.02% | +3.44% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.18% | +0.06% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | +0.06% | -1.28% | |
| 40 | EXC | Exelon CORP | 股票-公用事業 | 0.39% | -0.08% | -1.07% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | +0.07% | +7.34% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.34% | +0.33% | +51.81% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | +0.09% | +0.07% | |
| 44 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.30% | +0.01% | — | |
| 45 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.28% | +0.02% | — | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.28% | -0.01% | +2.52% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.01% | +0.08% | |
| 48 | SOLV | Solventum CORP | 股票-醫療保健 | 0.25% | -0.20% | EXIT | |
| 49 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.23% | -0.03% | -0.79% | |
| 50 | FPAG | Fpa Global Equity ETF New | ETF-其他 | 0.23% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NUE | Nucor CORP | +0.8% | -1.45% | 減碼 |
| 2 | EXPD | Expeditors Intl Wash Inc | +0.5% | -1.06% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -1.78% | 減碼 |
| 4 | PCAR | Paccar Inc | +0.3% | +0.27% | 加碼 |
| 5 | USB | US Bancorp | +0.2% | -3.29% | 減碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +52.63% | 加碼 |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +51.81% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.1% | +7.34% | 加碼 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | 不變 |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.06% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -1.28% | 減碼 |
| 12 | FDX | Fedex CORP | +0.1% | -4.73% | 減碼 |
| 13 | CB | Chubb Limited | +0.1% | — | 不變 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.03% | 加碼 |
| 15 | GE | General Electric | +0.1% | -0.11% | 減碼 |
| 16 | TSLA | Tesla Inc | +0.1% | +41.12% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | -1.09% | 減碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +3.44% | 加碼 |
| 19 | AAPL | Apple Inc | +0.1% | -3.03% | 減碼 |
| 20 | MMM | 3m Co | +0.1% | -1.64% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +0.06% | 加碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +2.52% | 加碼 |
| 23 | CEG | Constellation Energy | +0.1% | -1.07% | 減碼 |
| 24 | CGSM | Cap Group Short Muni Income | 0% | +21.05% | 加碼 |
| 25 | DINT | Davis Select International | 0% | — | 不變 |
| 26 | BA | Boeing Co/the | 0% | +4.49% | 加碼 |
| 27 | GEHC | GE Healthcare Technology | 0% | -0.79% | 減碼 |
| 28 | WM | Waste Management Inc | 0% | -0.10% | 減碼 |
| 29 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 30 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 31 | EXC | Exelon CORP | 0% | -1.07% | 減碼 |
| 32 | PFE | Pfizer Inc | 0% | -8.16% | 減碼 |
| 33 | NVDA | Nvidia CORP | 0% | -2.58% | 減碼 |
| 34 | MVIS | Microvision Inc | 0% | — | 不變 |
| 35 | SOLV | Solventum CORP | 0% | -22.68% | 減碼 |
| 36 | MDT | Medtronic plc | -0.1% | -9.07% | 減碼 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -3.08% | 減碼 |
| 38 | KR | Kroger Co | -0.1% | -0.53% | 減碼 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +2.52% | 加碼 |
| 40 | SBUX | Starbucks CORP | -0.1% | -10.65% | 減碼 |
| 41 | T | At&t Inc | -0.2% | -1.13% | 減碼 |
| 42 | HD | Home Depot Inc | -0.2% | -4.28% | 減碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -4.15% | 減碼 |
| 44 | COST | Costco Wholesale CORP | -0.6% | -2.15% | 減碼 |
| 45 | MSFT | Microsoft CORP | -1.8% | -0.91% | 減碼 |
| 46 | MA | Mastercard Inc - A | — | EXIT | 清倉 |
| 47 | VOOV | Vanguard S&p 500 Value ETF | — | NEW | 新建倉 |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
| 49 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
| 50 | VZ | Verizon Communications Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lakeside Advisors, INC. 在 Q4 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 Q4 2025 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分別為：MSFT (26.3%)、BRK-B (9.1%)、COST (7.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 26.3% 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
VOOV
市值: US$33.1萬
本季最大獲利了結 / 清倉標的
MA
前期市值: US$41.2萬
在 Q4 2025 季度中，Lakeside Advisors, INC. 共進行了 44 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 26 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VOOV。 本季清倉部位包含 MA。
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。