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: 0000791540
申報總市值
US$14.8億
US$14.8億
2119 檔
11.8%
截至 Q1 2025 季度末，Lanark Financial, Inc. 的美股持倉估值約為 US$14.8億，全數申報部位共有 2119 檔。
觀察 Q1 2025 的申報異動，Lanark Financial, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 50 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Lanark Financial, Inc. 的前 5 大持股（包含 BRK-A, RY, MSFT）貢獻了組合市值的 11.8%，形成該機構在 Q1 2025 季度的基本面基石。
僅顯示前 200 大持股（共 2119 檔）
| # | 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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.88% | — | — | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 3.48% | +0.01% | +100405.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.22% | +100627.50% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.05% | +97579.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.39% | -0.06% | +156325.00% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | +0.02% | +99508.33% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.09% | +85244.16% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | — | +101353.66% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.05% | +101122.03% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | +0.06% | +107366.67% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.02% | +104638.46% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 0.78% | -0.14% | +94201.80% | |
| 13 | SSBUSD | Southstate Bank CORP | 股票-其他 | 0.76% | — | +100280.21% | |
| 14 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.75% | -0.13% | +126915.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.12% | +99921.43% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.64% | -0.12% | +94954.46% | |
| 17 | DE | Deere & Co | 股票-工業 | 0.63% | — | +104680.00% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | +0.04% | +113211.20% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 0.61% | +0.01% | +103927.59% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.02% | +102995.00% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.10% | +107824.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | +0.17% | +96686.05% | |
| 23 | CB | Chubb Limited | 股票-金融 | 0.53% | -0.02% | +102325.00% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.06% | +145880.00% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.01% | +109910.00% | |
| 26 | FTCS | First Trust Capital Strength | ETF-其他 | 0.50% | -0.03% | +96956.72% | |
| 27 | T | At&t Inc | 股票-通訊服務 | 0.50% | -0.03% | +396176.92% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 0.47% | -0.10% | +88614.29% | |
| 29 | CGUS | Cap Group Core Equity | ETF-其他 | 0.46% | — | +109135.57% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.46% | -0.12% | +1072860.00% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.13% | +105227.91% | |
| 32 | DTM | Dt Midstream Inc | 股票-能源 | 0.46% | -0.01% | +103155.56% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.44% | +0.01% | +103497.22% | |
| 34 | NI | Nisource Inc | 股票-公用事業 | 0.44% | -0.04% | +102632.80% | |
| 35 | SRE | Sempra | 股票-公用事業 | 0.43% | -0.08% | +101740.00% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.42% | -0.01% | +105140.00% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | +0.06% | +100083.87% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | +0.02% | +105066.67% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.38% | +0.17% | +97488.89% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.38% | -0.02% | +209114.81% | |
| 41 | RSG | Republic Services Inc | 股票-工業 | 0.38% | -0.04% | +101272.22% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.04% | +157166.67% | |
| 43 | SYY | Sysco CORP | 股票-非循環性消費 | 0.37% | +0.02% | +102415.79% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.05% | +105800.00% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.36% | -0.01% | +110242.86% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.36% | -0.06% | +111652.00% | |
| 47 | IDA | Idacorp Inc | 股票-公用事業 | 0.36% | -0.03% | +138376.92% | |
| 48 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.35% | +0.06% | +99807.58% | |
| 49 | ETR | Entergy CORP | 股票-公用事業 | 0.35% | -0.03% | +103087.23% | |
| 50 | PH | Parker Hannifin CORP | 股票-工業 | 0.35% | -0.01% | +97257.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +3.9% | NEW | 新建倉 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +156325.00% | 加碼 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +1072860.00% | 加碼 |
| 4 | T | At&t Inc | +0.4% | +396176.92% | 加碼 |
| 5 | TMUS | T-mobile US Inc | +0.2% | +126915.38% | 加碼 |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +209114.81% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.1% | +145880.00% | 加碼 |
| 8 | IDA | Idacorp Inc | +0.1% | +138376.92% | 加碼 |
| 9 | CVX | Chevron CORP | +0.1% | +107824.32% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.1% | +157166.67% | 加碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +113211.20% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +109910.00% | 加碼 |
| 13 | V | Visa Inc-class A Shares | 0% | +104638.46% | 加碼 |
| 14 | JNJ | Johnson & Johnson | 0% | +102995.00% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | 0% | +105227.91% | 加碼 |
| 16 | RSG | Republic Services Inc | 0% | +101272.22% | 加碼 |
| 17 | DE | Deere & Co | 0% | +104680.00% | 加碼 |
| 18 | NI | Nisource Inc | 0% | +102632.80% | 加碼 |
| 19 | LIN | Linde plc | 0% | +105140.00% | 加碼 |
| 20 | ETR | Entergy CORP | 0% | +103087.23% | 加碼 |
| 21 | CB | Chubb Limited | 0% | +102325.00% | 加碼 |
| 22 | PEP | Pepsico Inc | 0% | +111652.00% | 加碼 |
| 23 | UNP | Union Pacific CORP | 0% | +103927.59% | 加碼 |
| 24 | MA | Mastercard Inc - A | 0% | +110242.86% | 加碼 |
| 25 | CGUS | Cap Group Core Equity | 0% | +109135.57% | 加碼 |
| 26 | CIBR | First Trust Nasdaq Cybersecu | 0% | +99807.58% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +101353.66% | 加碼 |
| 28 | PG | Procter & Gamble Co/the | 0% | +101122.03% | 加碼 |
| 29 | FTCS | First Trust Capital Strength | 0% | +96956.72% | 加碼 |
| 30 | DTM | Dt Midstream Inc | 0% | +103155.56% | 加碼 |
| 31 | SYY | Sysco CORP | 0% | +102415.79% | 加碼 |
| 32 | IWF | Ishares Russell 1000 Growth | -0.1% | +105066.67% | 加碼 |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +105800.00% | 加碼 |
| 34 | VOO | Vanguard S&p 500 ETF | -0.1% | +97488.89% | 加碼 |
| 35 | PH | Parker Hannifin CORP | -0.1% | +97257.14% | 加碼 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | +99921.43% | 加碼 |
| 37 | NEE | Nextera Energy Inc | -0.1% | +94954.46% | 加碼 |
| 38 | ORCL | Oracle CORP | -0.1% | +103497.22% | 加碼 |
| 39 | SSBUSD | Southstate Bank CORP | -0.1% | +100280.21% | 加碼 |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | +100083.87% | 加碼 |
| 41 | WMT | Walmart Inc | -0.1% | +94201.80% | 加碼 |
| 42 | SRE | Sempra | -0.1% | +101740.00% | 加碼 |
| 43 | LMT | Lockheed Martin CORP | -0.2% | +88614.29% | 加碼 |
| 44 | NVDA | Nvidia CORP | -0.2% | +107366.67% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | +96686.05% | 加碼 |
| 46 | AMZN | Amazon.com Inc | -0.3% | +99508.33% | 加碼 |
| 47 | RY | Royal Bank Of Canada | -0.5% | +100405.28% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | +100627.50% | 加碼 |
| 49 | AAPL | Apple Inc | -0.6% | +97579.86% | 加碼 |
| 50 | AVGO | Broadcom Inc | -0.7% | +85244.16% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lanark Financial, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$14.8億，共申報了 2119 個公開持股部位。
在 Q1 2025 季度，Lanark Financial, Inc. 按市值排列的前三大核心持股分別為：BRK-A (3.9%)、RY (3.5%)、MSFT (2.6%)。其中最大持股部位 BRK-A 佔據整體投資組合約 3.9% 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
BRK-A
市值: US$4551.1萬
在 Q1 2025 季度中，Lanark Financial, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 49 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BRK-A。
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。