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
59 檔
33.1%
Lawson Kroeker Investment Management Inc/ne 在 Q1 2026 季度的美股部位總計估值為 US$3.6億，分散於 59 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 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 34 檔個股並出清 3 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, PSX 等）合計佔整體申報市值的 33.1%，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 | 15.62% | -2.26% | -1.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.39% | -0.27% | +1.94% | |
| 3 | PSX | Phillips 66 | 股票-能源 | 4.60% | -0.72% | -15.89% | |
| 4 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.21% | +0.01% | +3.74% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.19% | +8.63% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 3.89% | -0.04% | -1.80% | |
| 7 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 3.53% | -0.68% | -12.80% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.45% | +0.56% | +2.13% | |
| 9 | CB | Chubb Limited | 股票-金融 | 3.25% | -0.03% | -0.45% | |
| 10 | ELV | Elevance Health Inc | 股票-醫療保健 | 3.17% | -0.57% | +83.95% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.15% | -0.09% | -1.55% | |
| 12 | HSY | Hershey Co/the | 股票-非循環性消費 | 3.10% | -0.62% | -0.69% | |
| 13 | FITB | Fifth Third Bancorp | 股票-金融 | 3.00% | +0.43% | +7.13% | |
| 14 | LECO | Lincoln Electric Holdings | 股票-工業 | 2.96% | +0.02% | -17.04% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.66% | -0.16% | +4.29% | |
| 16 | NNI | Nelnet Inc-cl A | 股票-其他 | 2.50% | -0.06% | +0.49% | |
| 17 | ABG | Asbury Automotive Group | 股票-循環性消費 | 2.22% | -0.36% | -2.96% | |
| 18 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 2.14% | +0.14% | -0.14% | |
| 19 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.06% | +0.09% | -4.83% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.93% | +1.83% | -4.17% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.88% | -0.46% | -0.73% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.80% | -0.01% | -0.44% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.67% | -0.22% | — | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 1.56% | -0.39% | -0.99% | |
| 25 | VMC | Vulcan Materials Co | 股票-原物料 | 1.54% | +0.03% | -1.56% | |
| 26 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.43% | +0.33% | -9.81% | |
| 27 | BRKR | Bruker CORP | 股票-醫療保健 | 1.40% | +0.14% | +0.86% | |
| 28 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.10% | -1.10% | EXIT | |
| 29 | HZO | Marinemax Inc | 股票-其他 | 1.02% | +0.18% | -1.32% | |
| 30 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.00% | +0.06% | -2.34% | |
| 31 | LKQ | Lkq CORP | 股票-循環性消費 | 0.94% | -0.24% | -6.73% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.14% | — | |
| 33 | SKYH | Sky Harbour Group CORP | 股票-其他 | 0.76% | — | -0.55% | |
| 34 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.72% | -0.12% | -0.65% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | +0.05% | +0.22% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.38% | +2.09% | +25.27% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.04% | — | |
| 38 | CWGL | Crimson Wine Group LTD | 股票-其他 | 0.33% | -0.02% | -5.07% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | -0.01% | -2.99% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | -0.02% | -0.69% | |
| 41 | DNOPY | Dino Polska SA Unsp- Adr | 股票-其他 | 0.26% | -0.05% | — | |
| 42 | ✓ | Costamare Inc. 8.50 Preferred | 股票-其他 | 0.24% | -0.01% | — | |
| 43 | CSTM | Constellium SE | 股票-其他 | 0.22% | — | -43.50% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.21% | -0.01% | — | |
| 45 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.19% | -0.09% | -8.67% | |
| 46 | AZO | Autozone Inc | 股票-循環性消費 | 0.17% | -0.02% | — | |
| 47 | FINN | First Natl Of Nebraska Inc | 股票-其他 | 0.13% | -0.02% | -13.33% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.11% | -0.01% | — | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.11% | +0.01% | — | |
| 50 | COHR | Coherent CORP | 股票-科技 | 0.10% | +0.05% | -22.22% |
| # | 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 | +5.9% | -1.16% | 減碼 |
| 2 | ELV | Elevance Health Inc | +1.1% | +83.95% | 加碼 |
| 3 | PSX | Phillips 66 | +0.7% | -15.89% | 減碼 |
| 4 | CVX | Chevron CORP | +0.5% | -0.73% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.55% | 減碼 |
| 6 | HSY | Hershey Co/the | +0.3% | -0.69% | 減碼 |
| 7 | PFE | Pfizer Inc | +0.1% | -0.99% | 減碼 |
| 8 | FITB | Fifth Third Bancorp | +0.1% | +7.13% | 加碼 |
| 9 | CFR | Cullen/frost Bankers Inc | +0.1% | -0.14% | 減碼 |
| 10 | PEP | Pepsico Inc | +0.1% | +25.27% | 加碼 |
| 11 | HZO | Marinemax Inc | +0.1% | -1.32% | 減碼 |
| 12 | CB | Chubb Limited | +0.1% | -0.45% | 減碼 |
| 13 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 14 | SKYH | Sky Harbour Group CORP | 0% | -0.55% | 減碼 |
| 15 | KO | Coca-cola Co/the | 0% | -2.99% | 減碼 |
| 16 | WMT | Walmart Inc | 0% | — | 不變 |
| 17 | NEE | Nextera Energy Inc | 0% | — | 不變 |
| 18 | WPM | Wheaton Precious Metals CORP | 0% | — | 不變 |
| 19 | STKL | Sunopta Inc | 0% | -34.78% | 減碼 |
| 20 | CL | Colgate-palmolive Co | 0% | — | 不變 |
| 21 | CP | Canadian Pacific Kansas City | — | -4.83% | 減碼 |
| 22 | MSM | Msc Industrial Direct Co-a | — | -7.58% | 減碼 |
| 23 | MCD | Mcdonald's CORP | — | — | 不變 |
| 24 | AZO | Autozone Inc | — | — | 不變 |
| 25 | COHR | Coherent CORP | — | -22.22% | 減碼 |
| 26 | ✓ | Cardinal Resources | — | — | 不變 |
| 27 | CNI | Canadian Natl Railway Co | 0% | -2.34% | 減碼 |
| 28 | FINN | First Natl Of Nebraska Inc | 0% | -13.33% | 減碼 |
| 29 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 30 | ✓ | Costamare Inc. 8.50 Preferred | 0% | — | 不變 |
| 31 | D | Dominion Energy Inc | 0% | -7.16% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | 0% | -0.69% | 減碼 |
| 33 | AMZN | Amazon.com Inc | 0% | -11.11% | 減碼 |
| 34 | NSRGY | Nestle Sa-spons Adr | 0% | -8.67% | 減碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | -14.09% | 減碼 |
| 36 | ABT | Abbott Laboratories | 0% | — | 不變 |
| 37 | AAPL | Apple Inc | 0% | — | 不變 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.22% | 加碼 |
| 39 | CWGL | Crimson Wine Group LTD | -0.1% | -5.07% | 減碼 |
| 40 | CSTM | Constellium SE | -0.1% | -43.50% | 減碼 |
| 41 | DNOPY | Dino Polska SA Unsp- Adr | -0.1% | — | 不變 |
| 42 | LKQ | Lkq CORP | -0.1% | -6.73% | 減碼 |
| 43 | NNI | Nelnet Inc-cl A | -0.1% | +0.49% | 加碼 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 45 | VMC | Vulcan Materials Co | -0.1% | -1.56% | 減碼 |
| 46 | BAM | Brookfield Asset Mgmt-a | -0.2% | -0.65% | 減碼 |
| 47 | AFL | Aflac Inc | -0.2% | -1.80% | 減碼 |
| 48 | BN | Brookfield CORP | -0.3% | -0.44% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.3% | +2.13% | 加碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lawson Kroeker Investment Management Inc/ne 在 Q1 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 59 個公開持股部位。
在 Q1 2026 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 (15.6%)、BRK-B (6.4%)、PSX (4.6%)。其中最大持股部位 TPL 佔據整體投資組合約 15.6% 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。
本季最大獲利了結 / 清倉標的
KEYS
前期市值: US$422.3萬
在 Q1 2026 季度中，Lawson Kroeker Investment Management Inc/ne 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 11 個部位、減碼 34 個部位以及清倉 3 個部位。 本季清倉部位包含 KEYS。
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。