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: 0001013701
申報總市值
US$3.6億
US$3.6億
91 檔
39.5%
在 Q4 2024 的 13F 官方備案中，Lawson Kroeker Investment Management Inc/ne 管理的美股投資組合規模來到 US$3.6億，整體持股檔數為 91 檔。
從 Q4 2024 申報觀察，Lawson Kroeker Investment Management Inc/ne 採取防禦導向的調倉策略，本季減碼 61 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Lawson Kroeker Investment Management Inc/ne 的前 5 大核心持股（包含 TPL, BRK-B, AJG 等）合計佔整體申報市值的 39.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | TPL | Texas Pacific Land CORP | 股票-能源 | 9.64% | -2.26% | -6.84% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.35% | -0.27% | -0.42% | |
| 3 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.80% | +0.01% | -2.80% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | -0.19% | -1.26% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.52% | +0.56% | -1.95% | |
| 6 | AZO | Autozone Inc | 股票-循環性消費 | 3.46% | -0.02% | -0.55% | |
| 7 | CPRT | Copart Inc | 股票-工業 | 3.02% | — | -1.61% | |
| 8 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 3.02% | -0.68% | +0.86% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.82% | -0.22% | -4.35% | |
| 10 | FITB | Fifth Third Bancorp | 股票-金融 | 2.54% | +0.43% | -6.98% | |
| 11 | AFL | Aflac Inc | 股票-金融 | 2.52% | -0.04% | -16.60% | |
| 12 | PSX | Phillips 66 | 股票-能源 | 2.24% | -0.72% | -1.42% | |
| 13 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.23% | -0.57% | +15.77% | |
| 14 | ABG | Asbury Automotive Group | 股票-循環性消費 | 2.12% | -0.36% | -1.01% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 2.08% | -0.01% | -5.82% | |
| 16 | NNI | Nelnet Inc-cl A | 股票-其他 | 2.07% | -0.06% | +0.18% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.03% | -0.16% | -4.01% | |
| 18 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.91% | +0.33% | -2.65% | |
| 19 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.87% | +0.02% | -1.42% | |
| 20 | ENOV | Enovis CORP | 股票-其他 | 1.78% | — | -1.03% | |
| 21 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.74% | -0.62% | +9.40% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.54% | +1.83% | -2.60% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | -0.09% | -1.93% | |
| 24 | CIVI | Civitas Resources Inc | 股票-其他 | 1.41% | — | -7.48% | |
| 25 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.35% | +0.14% | -1.61% | |
| 26 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.32% | +0.09% | -1.70% | |
| 27 | BOC | Boston Omaha Corp-cl A | 股票-其他 | 1.29% | — | -2.25% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.26% | -0.01% | -0.64% | |
| 29 | LKQ | Lkq CORP | 股票-循環性消費 | 1.24% | -0.24% | -14.49% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | — | -0.04% | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.18% | — | -0.38% | |
| 32 | DNOPY | Dino Polska SA Unsp- Adr | 股票-其他 | 1.08% | -0.05% | -0.69% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 1.05% | -0.39% | -3.45% | |
| 34 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.02% | -1.10% | EXIT | |
| 35 | VMC | Vulcan Materials Co | 股票-原物料 | 1.02% | +0.03% | -2.41% | |
| 36 | FINN | First Natl Of Nebraska Inc | 股票-其他 | 1.02% | -0.02% | -1.77% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.95% | -0.01% | -0.41% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.46% | -1.00% | |
| 39 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.92% | — | -0.22% | |
| 40 | SKYH | Sky Harbour Group CORP | 股票-其他 | 0.84% | — | +121.77% | |
| 41 | WAT | Waters CORP | 股票-醫療保健 | 0.84% | — | -21.97% | |
| 42 | HZO | Marinemax Inc | 股票-其他 | 0.71% | +0.18% | -5.48% | |
| 43 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.68% | -0.12% | -3.88% | |
| 44 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.68% | — | -0.73% | |
| 45 | KEYS | Keysight Technologies In | 股票-科技 | 0.65% | — | -2.18% | |
| 46 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.63% | +0.06% | +0.07% | |
| 47 | DFH | Dream Finders Homes Inc - A | 股票-其他 | 0.62% | — | -0.64% | |
| 48 | LM05 | Liberty Media Corp-liberty-a | 股票-其他 | 0.57% | — | -1.95% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | +0.05% | — | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | -0.14% | -1.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +1.6% | -6.84% | 減碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | NEW | 新建倉 |
| 3 | SKYH | Sky Harbour Group CORP | +0.5% | +121.77% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | -1.95% | 減碼 |
| 5 | CPRT | Copart Inc | +0.3% | -1.61% | 減碼 |
| 6 | DIS | Walt Disney Co/the | +0.3% | -4.01% | 減碼 |
| 7 | CFR | Cullen/frost Bankers Inc | +0.2% | -1.61% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.04% | 減碼 |
| 9 | AZO | Autozone Inc | +0.2% | -0.55% | 減碼 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | 新建倉 |
| 11 | BN | Brookfield CORP | +0.1% | -5.82% | 減碼 |
| 12 | LM05 | Liberty Media Corp-liberty-a | +0.1% | -1.95% | 減碼 |
| 13 | AAPL | Apple Inc | +0.1% | -0.41% | 減碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.42% | 減碼 |
| 15 | BAM | Brookfield Asset Mgmt-a | +0.1% | -3.88% | 減碼 |
| 16 | ABG | Asbury Automotive Group | +0.1% | -1.01% | 減碼 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 18 | ENOV | Enovis CORP | +0.1% | -1.03% | 減碼 |
| 19 | AJG | Arthur J Gallagher & Co | +0.1% | -2.80% | 減碼 |
| 20 | DNOPY | Dino Polska SA Unsp- Adr | +0.1% | -0.69% | 減碼 |
| 21 | ESAB | Esab CORP | 0% | -1.33% | 減碼 |
| 22 | MKL | Markel Group Inc | 0% | -0.37% | 減碼 |
| 23 | AXP | American Express Co | 0% | +0.11% | 加碼 |
| 24 | ROST | Ross Stores Inc | 0% | -0.22% | 減碼 |
| 25 | VMC | Vulcan Materials Co | 0% | -2.41% | 減碼 |
| 26 | TJX | Tjx Companies Inc | 0% | -0.73% | 減碼 |
| 27 | USB | US Bancorp | 0% | -1.13% | 減碼 |
| 28 | ACN | Accenture plc | 0% | -0.38% | 減碼 |
| 29 | FINN | First Natl Of Nebraska Inc | 0% | -1.77% | 減碼 |
| 30 | BAC | Bank Of America CORP | 0% | — | 不變 |
| 31 | WMT | Walmart Inc | 0% | — | 不變 |
| 32 | AMZN | Amazon.com Inc | 0% | -0.34% | 減碼 |
| 33 | PEP | Pepsico Inc | 0% | +14.81% | 加碼 |
| 34 | KEYS | Keysight Technologies In | 0% | -2.18% | 減碼 |
| 35 | CVX | Chevron CORP | 0% | -1.00% | 減碼 |
| 36 | COST | Costco Wholesale CORP | 0% | -0.17% | 減碼 |
| 37 | ADP | Automatic Data Processing | 0% | — | 不變 |
| 38 | HSY | Hershey Co/the | — | +9.40% | 加碼 |
| 39 | CWGL | Crimson Wine Group LTD | — | -4.37% | 減碼 |
| 40 | ✓ | Costamare Inc. 8.50 Preferred | — | — | 不變 |
| 41 | HD | Home Depot Inc | — | — | 不變 |
| 42 | SHEL | Shell Plc-adr | — | -4.51% | 減碼 |
| 43 | KMX | Carmax Inc | — | — | 不變 |
| 44 | DUK | Duke Energy CORP | — | — | 不變 |
| 45 | DOX | Amdocs Limited | — | — | 不變 |
| 46 | ABT | Abbott Laboratories | — | — | 不變 |
| 47 | D | Dominion Energy Inc | — | +8.06% | 加碼 |
| 48 | MCO | Moody's CORP | — | — | 不變 |
| 49 | MSFT | Microsoft CORP | 0% | -1.26% | 減碼 |
| 50 | LECO | Lincoln Electric Holdings | 0% | -1.42% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lawson Kroeker Investment Management Inc/ne 在 Q4 2024 季度的美股持倉總市值約為 US$3.6億，共申報了 91 個公開持股部位。
在 Q4 2024 季度，Lawson Kroeker Investment Management Inc/ne 按市值排列的前三大核心持股分別為：TPL (9.6%)、BRK-B (6.3%)、AJG (3.8%)。其中最大持股部位 TPL 佔據整體投資組合約 9.6% 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
SPY
市值: US$297.9萬
本季最大獲利了結 / 清倉標的
TPL
前期市值: US$4397.8萬
在 Q4 2024 季度中，Lawson Kroeker Investment Management Inc/ne 共進行了 74 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 61 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SPY。
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。