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: 0001966581
申報總市值
US$1.8億
US$1.8億
120 檔
20.6%
在 Q4 2024 的 13F 官方備案中，Lakewood Asset Management LLC 管理的美股投資組合規模來到 US$1.8億，整體持股檔數為 120 檔。
Lakewood Asset Management LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 31 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 BRK-B, BIL, FNDX）累計市值佔比達 20.6%，是驅動 Lakewood Asset Management LLC 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.70% | -0.63% | +0.20% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 6.50% | -0.31% | -8.89% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 5.98% | +0.19% | +197.95% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.40% | +0.74% | +4.49% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.24% | -0.04% | -1.15% | |
| 6 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 2.98% | +0.19% | -0.64% | |
| 7 | MCK | Mckesson CORP | 股票-醫療保健 | 2.89% | -0.56% | +0.52% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.53% | +0.03% | -1.26% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.31% | +0.03% | +0.37% | |
| 10 | AZO | Autozone Inc | 股票-循環性消費 | 2.29% | -0.42% | +0.48% | |
| 11 | NVR | Nvr Inc | 股票-循環性消費 | 2.21% | -0.18% | +0.51% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.05% | +0.01% | |
| 13 | COP | Conocophillips | 股票-能源 | 1.99% | -1.01% | +0.44% | |
| 14 | EBAY | Ebay Inc | 股票-循環性消費 | 1.98% | +0.11% | -0.93% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.69% | -0.23% | +0.36% | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.68% | -0.12% | -1.80% | |
| 17 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.54% | +1.00% | +0.44% | |
| 18 | MTB | M & T Bank CORP | 股票-金融 | 1.51% | -0.02% | +0.28% | |
| 19 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.47% | -0.29% | +97.86% | |
| 20 | FANG | Diamondback Energy Inc | 股票-能源 | 1.28% | -0.38% | +0.53% | |
| 21 | KMX | Carmax Inc | 股票-循環性消費 | 1.22% | +0.07% | +0.62% | |
| 22 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.21% | -0.02% | +0.05% | |
| 23 | RF | Regions Financial CORP | 股票-金融 | 1.17% | -0.01% | +0.23% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 1.08% | -0.03% | +0.03% | |
| 25 | CARR | Carrier Global CORP | 股票-工業 | 1.08% | +0.10% | -5.54% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.07% | +0.27% | +5.26% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.06% | -0.37% | +9.73% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.05% | -0.20% | +0.73% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | -0.06% | +0.19% | |
| 30 | SLB | Slb LTD | 股票-能源 | 1.04% | -0.34% | +1.05% | |
| 31 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.93% | +0.05% | +0.23% | |
| 32 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.88% | — | +0.48% | |
| 33 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.87% | +0.01% | +0.77% | |
| 34 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.83% | -0.05% | +0.56% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.83% | +0.13% | -0.93% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.78% | -0.75% | EXIT | |
| 37 | BN | Brookfield CORP | 股票-金融 | 0.78% | +0.01% | — | |
| 38 | AIG | American International Group | 股票-金融 | 0.70% | -0.01% | -0.73% | |
| 39 | PTLO | Portillo's Inc-cl A | 股票-其他 | 0.68% | -0.07% | +2.20% | |
| 40 | DBX | Dropbox Inc-class A | 股票-科技 | 0.67% | +0.02% | +0.30% | |
| 41 | LEA | Lear CORP | 股票-循環性消費 | 0.65% | -0.05% | +1.28% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.62% | — | -2.30% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.61% | -0.04% | +3.33% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.60% | +0.01% | — | |
| 45 | CTVA | Corteva Inc | 股票-原物料 | 0.60% | -0.01% | +0.07% | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.59% | +0.19% | -0.53% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | +0.01% | +0.07% | |
| 48 | MKL | Markel Group Inc | 股票-金融 | 0.58% | -0.08% | +0.41% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.57% | -0.10% | +1.32% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.11% | -3.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WSM | Williams-sonoma Inc | +0.5% | -0.64% | 減碼 |
| 2 | MCK | Mckesson CORP | +0.4% | +0.52% | 加碼 |
| 3 | BAC | Bank Of America CORP | +0.3% | +0.37% | 加碼 |
| 4 | BKNG | Booking Holdings Inc | +0.2% | -1.80% | 減碼 |
| 5 | AAPL | Apple Inc | +0.2% | -1.15% | 減碼 |
| 6 | CLMB | Climb Global Solutions Inc | +0.2% | +0.77% | 加碼 |
| 7 | WLFC | Willis Lease Finance CORP | +0.2% | NEW | 新建倉 |
| 8 | V | Visa Inc-class A Shares | +0.2% | NEW | 新建倉 |
| 9 | AVGO | Broadcom Inc | +0.1% | -3.04% | 減碼 |
| 10 | DKS | Dick's Sporting Goods Inc | +0.1% | +0.05% | 加碼 |
| 11 | VT | Vanguard Tot World Stk ETF | +0.1% | +4.49% | 加碼 |
| 12 | DBX | Dropbox Inc-class A | +0.1% | +0.30% | 加碼 |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +0.73% | 加碼 |
| 14 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +28.42% | 加碼 |
| 15 | ULTA | Ulta Beauty Inc | +0.1% | +0.48% | 加碼 |
| 16 | MTB | M & T Bank CORP | +0.1% | +0.28% | 加碼 |
| 17 | EPD | Enterprise Products Partners | +0.1% | +0.03% | 加碼 |
| 18 | VTIP | Vanguard Short-term Tips | +0.1% | +9.73% | 加碼 |
| 19 | KMX | Carmax Inc | +0.1% | +0.62% | 加碼 |
| 20 | HPE | Hewlett Packard Enterprise | +0.1% | +0.44% | 加碼 |
| 21 | BN | Brookfield CORP | +0.1% | — | 不變 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 23 | MKL | Markel Group Inc | +0.1% | +0.41% | 加碼 |
| 24 | KRMD | Koru Medical Systems Inc | +0.1% | — | 不變 |
| 25 | PRDO | Perdoceo Education CORP | +0.1% | +2.08% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.20% | 加碼 |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | +197.95% | 加碼 |
| 28 | FANG | Diamondback Energy Inc | -0.1% | +0.53% | 加碼 |
| 29 | FCX | Freeport-mcmoran Inc | -0.1% | -6.51% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | -0.56% | 減碼 |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | +5.26% | 加碼 |
| 32 | RTX | Rtx CORP | -0.1% | +0.36% | 加碼 |
| 33 | CAT | Caterpillar Inc | -0.1% | -0.93% | 減碼 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -3.92% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -1.37% | 減碼 |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | — | 不變 |
| 37 | SLB | Slb LTD | -0.1% | +1.05% | 加碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | +0.07% | 加碼 |
| 39 | LEA | Lear CORP | -0.1% | +1.28% | 加碼 |
| 40 | EBAY | Ebay Inc | -0.1% | -0.93% | 減碼 |
| 41 | COP | Conocophillips | -0.1% | +0.44% | 加碼 |
| 42 | AMGN | Amgen Inc | -0.1% | +0.08% | 加碼 |
| 43 | GRBK | Green Brick Partners Inc | -0.1% | +2.39% | 加碼 |
| 44 | XYL | Xylem Inc | -0.2% | EXIT | 清倉 |
| 45 | CARR | Carrier Global CORP | -0.3% | -5.54% | 減碼 |
| 46 | PTLO | Portillo's Inc-cl A | -0.3% | +2.20% | 加碼 |
| 47 | LEN | Lennar Corp-a | -0.3% | +0.56% | 加碼 |
| 48 | MHK | Mohawk Industries Inc | -0.3% | +0.23% | 加碼 |
| 49 | NVR | Nvr Inc | -0.4% | +0.51% | 加碼 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.6% | -8.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lakewood Asset Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 120 個公開持股部位。
在 Q4 2024 季度，Lakewood Asset Management LLC 按市值排列的前三大核心持股分別為：BRK-B (6.7%)、BIL (6.5%)、FNDX (6.0%)。其中最大持股部位 BRK-B 佔據整體投資組合約 6.7% 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。
本季最大新建倉標的
WLFC
市值: US$22.7萬
本季最大獲利了結 / 清倉標的
XYL
前期市值: US$23.0萬
在 Q4 2024 季度中，Lakewood Asset Management LLC 共進行了 46 項持倉異動，包含新建倉 2 個部位、加碼 31 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 WLFC。 本季清倉部位包含 XYL。
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。