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
101 檔
22.5%
根據最新整理的 13F 季度數據集，Lakewood Asset Management LLC 於 Q1 2025 結束時的管理資產規模為 US$1.8億。該機構在本季度申報了 101 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Lakewood Asset Management LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 21 個部位並完全清倉 7 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 BRK-B, BIL, FNDX）占據了總市值的 22.5%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.25% | -0.63% | +6.94% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 6.08% | -0.31% | -4.96% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 5.12% | +0.19% | -12.26% | |
| 4 | MCK | Mckesson CORP | 股票-醫療保健 | 4.56% | -0.56% | +36.25% | |
| 5 | AZO | Autozone Inc | 股票-循環性消費 | 3.70% | -0.42% | +38.37% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.43% | +0.74% | +4.40% | |
| 7 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 3.07% | +0.19% | +23.05% | |
| 8 | COP | Conocophillips | 股票-能源 | 2.86% | -1.01% | +38.11% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.81% | -0.04% | -0.20% | |
| 10 | EBAY | Ebay Inc | 股票-循環性消費 | 2.80% | +0.11% | +32.25% | |
| 11 | NVR | Nvr Inc | 股票-循環性消費 | 2.62% | -0.18% | +36.48% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.41% | +0.03% | +12.07% | |
| 13 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.06% | -0.12% | +34.55% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.00% | +0.03% | -14.59% | |
| 15 | MTB | M & T Bank CORP | 股票-金融 | 1.89% | -0.02% | +34.40% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.88% | -0.23% | -0.83% | |
| 17 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.77% | +0.10% | — | |
| 18 | FANG | Diamondback Energy Inc | 股票-能源 | 1.64% | -0.38% | +34.21% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.56% | -0.34% | +40.84% | |
| 20 | KMX | Carmax Inc | 股票-循環性消費 | 1.56% | +0.07% | +36.15% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.52% | -0.20% | +37.83% | |
| 22 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.45% | +1.00% | +32.41% | |
| 23 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.43% | -0.02% | +37.48% | |
| 24 | RF | Regions Financial CORP | 股票-金融 | 1.43% | -0.01% | +34.24% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.33% | -0.37% | +24.33% | |
| 26 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 1.16% | +0.05% | +33.22% | |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.13% | +0.27% | -0.34% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.12% | -0.29% | -15.54% | |
| 29 | PTLO | Portillo's Inc-cl A | 股票-其他 | 1.09% | -0.07% | +29.38% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.05% | -43.65% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.98% | -0.06% | — | |
| 32 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.96% | — | +32.64% | |
| 33 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.91% | +1.65% | +65.18% | |
| 34 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.89% | -0.05% | +29.89% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.86% | — | +90.52% | |
| 36 | MKL | Markel Group Inc | 股票-金融 | 0.82% | -0.08% | +33.40% | |
| 37 | LEA | Lear CORP | 股票-循環性消費 | 0.81% | -0.05% | +37.18% | |
| 38 | DBX | Dropbox Inc-class A | 股票-科技 | 0.79% | +0.02% | +35.06% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.76% | -0.75% | EXIT | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.64% | -0.03% | -44.60% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.64% | -0.04% | +5.38% | |
| 42 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.64% | -0.22% | +33.41% | |
| 43 | CARR | Carrier Global CORP | 股票-工業 | 0.62% | +0.10% | -36.92% | |
| 44 | AIG | American International Group | 股票-金融 | 0.56% | -0.01% | -30.99% | |
| 45 | APA | Apa CORP | 股票-能源 | 0.54% | -0.27% | +34.66% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.08% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.49% | -0.15% | -6.14% | |
| 48 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.49% | +0.01% | -33.87% | |
| 49 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.48% | +0.01% | +96.71% | |
| 50 | BN | Brookfield CORP | 股票-金融 | 0.44% | +0.01% | -36.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UHAL-B | U-haul Holding Co-non Voting | +1.8% | NEW | 新建倉 |
| 2 | MCK | Mckesson CORP | +1.7% | +36.25% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +1.6% | +6.94% | 加碼 |
| 4 | AZO | Autozone Inc | +1.4% | +38.37% | 加碼 |
| 5 | COP | Conocophillips | +0.9% | +38.11% | 加碼 |
| 6 | EBAY | Ebay Inc | +0.8% | +32.25% | 加碼 |
| 7 | SLB | Slb LTD | +0.5% | +40.84% | 加碼 |
| 8 | BMY | Bristol-myers Squibb Co | +0.5% | +37.83% | 加碼 |
| 9 | NVR | Nvr Inc | +0.4% | +36.48% | 加碼 |
| 10 | PTLO | Portillo's Inc-cl A | +0.4% | +29.38% | 加碼 |
| 11 | VUSB | Vanguard Ultra Short Bond Et | +0.4% | +90.52% | 加碼 |
| 12 | MTB | M & T Bank CORP | +0.4% | +34.40% | 加碼 |
| 13 | BKNG | Booking Holdings Inc | +0.4% | +34.55% | 加碼 |
| 14 | FANG | Diamondback Energy Inc | +0.4% | +34.21% | 加碼 |
| 15 | VPLS | Vanguard Core-plus Bond ETF | +0.4% | +65.18% | 加碼 |
| 16 | KMX | Carmax Inc | +0.3% | +36.15% | 加碼 |
| 17 | VTIP | Vanguard Short-term Tips | +0.3% | +24.33% | 加碼 |
| 18 | RF | Regions Financial CORP | +0.3% | +34.24% | 加碼 |
| 19 | ACIW | Aci Worldwide Inc | +0.3% | +96.71% | 加碼 |
| 20 | MKL | Markel Group Inc | +0.2% | +33.40% | 加碼 |
| 21 | MHK | Mohawk Industries Inc | +0.2% | +33.22% | 加碼 |
| 22 | DKS | Dick's Sporting Goods Inc | +0.2% | +37.48% | 加碼 |
| 23 | RTX | Rtx CORP | +0.2% | -0.83% | 減碼 |
| 24 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | EXIT | 清倉 |
| 25 | AMZN | Amazon.com Inc | -0.2% | EXIT | 清倉 |
| 26 | CTVA | Corteva Inc | -0.2% | -44.30% | 減碼 |
| 27 | CMI | Cummins Inc | -0.3% | -36.46% | 減碼 |
| 28 | PM | Philip Morris International | -0.3% | EXIT | 清倉 |
| 29 | AMGN | Amgen Inc | -0.3% | -69.56% | 減碼 |
| 30 | BIP | Brookfield Infrastructure Partners L.P. | -0.3% | -44.04% | 減碼 |
| 31 | AVGO | Broadcom Inc | -0.3% | -30.06% | 減碼 |
| 32 | VXUS | Vanguard Total Intl Stock | -0.3% | -54.58% | 減碼 |
| 33 | ECL | Ecolab Inc | -0.3% | EXIT | 清倉 |
| 34 | BN | Brookfield CORP | -0.3% | -36.22% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.4% | -67.79% | 減碼 |
| 36 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.4% | -15.54% | 減碼 |
| 37 | LLY | Eli Lilly & Co | -0.4% | EXIT | 清倉 |
| 38 | UPS | United Parcel Service-cl B | -0.4% | -68.67% | 減碼 |
| 39 | ACN | Accenture plc | -0.4% | -55.71% | 減碼 |
| 40 | CLMB | Climb Global Solutions Inc | -0.4% | -33.87% | 減碼 |
| 41 | FITB | Fifth Third Bancorp | -0.4% | EXIT | 清倉 |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | -4.96% | 減碼 |
| 43 | CAT | Caterpillar Inc | -0.4% | -45.49% | 減碼 |
| 44 | AAPL | Apple Inc | -0.4% | -0.20% | 減碼 |
| 45 | EPD | Enterprise Products Partners | -0.4% | -44.60% | 減碼 |
| 46 | CARR | Carrier Global CORP | -0.5% | -36.92% | 減碼 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -14.59% | 減碼 |
| 48 | WHR | Whirlpool CORP | -0.6% | EXIT | 清倉 |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.9% | -12.26% | 減碼 |
| 50 | MSFT | Microsoft CORP | -1.1% | -43.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lakewood Asset Management LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 101 個公開持股部位。
在 Q1 2025 季度，Lakewood Asset Management LLC 按市值排列的前三大核心持股分別為：BRK-B (8.3%)、BIL (6.1%)、FNDX (5.1%)。其中最大持股部位 BRK-B 佔據整體投資組合約 8.3% 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
UHAL-B
市值: US$262.0萬
本季最大獲利了結 / 清倉標的
WHR
前期市值: US$79.4萬
在 Q1 2025 季度中，Lakewood Asset Management LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 21 個部位以及清倉 7 個部位。 其中最大新建倉標的為 UHAL-B。 本季清倉部位包含 WHR。
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。