13FBOX
Lakewood Asset Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Lakewood Asset Management LLC

No.7462 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.82亿
环比变动 Q1 2026
+$2,583.1万+16.5%
持仓股票数
107
新买入
4
加仓
68
减仓
26
清仓
4
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
6.79%6.6%$1,236.9万39.8万股$1,032.2万37.1万股+2.7万股+7.31%加仓
V先锋领航·CORE PLUS BOND ETFVPLS
6.02%4.37%$1,097.1万14.1万股$683.5万8.8万股+5.3万股+60.54%加仓
V先锋领航国际股票指数基金VT
5.5%4.76%$1,001.6万6.4万股$744.9万5.4万股+9,962股+18.50%加仓
伯克希尔哈撒韦BRK.B
5.49%6.12%$1,000.6万2.0万股$957.7万2.0万股+11股+0.06%加仓
V先锋领航·INSTL INDEX FDVBIL
5.07%5.63%$923.4万12.2万股$881.3万11.7万股+5,514股+4.73%加仓
EEBAY COMEBAY
2.92%2.81%$532.4万4.8万股$439.9万4.8万股-692股-1.43%减仓
DDimensional维度·WORLD EQUITY ETFDFAW
2.69%0.76%$490.0万5.9万股$119.1万1.6万股+4.3万股+266.64%加仓
WILLIAMS SONOMAWSM
2.67%2.48%$486.1万2.1万股$387.4万2.1万股-393股-1.85%减仓
慧与HPEHPE
2.63%1.63%$480.2万10.6万股$254.7万10.7万股-521股-0.49%减仓
S嘉信策略信托SCHC
2.12%1.85%$387.1万7.3万股$289.3万5.9万股+1.4万股+24.07%加仓
G通用动力VTI
2.1%2.07%$382.8万1.0万股$323.8万1.0万股+248股+2.46%加仓
康菲石油COP
2.08%3.09%$379.5万3.7万股$482.6万3.7万股-57股-0.16%减仓
BBANK OF AMERBAC
1.86%1.83%$338.7万5.9万股$286.9万5.9万股+590股+1.00%加仓
雷神技术RTX
1.85%2.08%$336.9万1.8万股$324.8万1.7万股+924股+5.49%加仓
汽车地带AZO
1.84%2.26%$334.9万1,048股$353.7万1,047股+1股+0.10%加仓
V先锋领航债券指数基金VUSB
1.82%1.82%$332.6万6.7万股$284.9万5.7万股+9,573股+16.73%加仓
苹果AAPL
1.82%1.86%$331.5万1.1万股$291.2万1.1万股-20股-0.17%减仓
MCKESSON COMMCK
1.69%2.25%$307.9万4,075股$351.7万4,064股+11股+0.27%加仓
SSPDR道富系列信托BIL
1.65%1.96%$300.9万3.3万股$305.8万3.3万股-536股-1.61%减仓
NNVRNVR
1.62%1.8%$295.0万433股$282.0万428股+5股+1.17%加仓
M&T银行MTB
1.61%1.63%$292.6万1.2万股$255.0万1.2万股-42股-0.34%减仓
V先锋领航·MALVERN FDSVTIP
1.47%1.84%$267.7万5.3万股$287.9万5.8万股-4,353股-7.55%减仓
REGIONS FINANCIAL NEW COMRF
1.27%1.28%$231.4万7.7万股$200.9万7.7万股-294股-0.38%减仓
戴蒙德能源FANG
1.19%1.57%$216.6万1.2万股$245.3万1.2万股-81股-0.65%减仓
BOOKING COMBKNG
1.19%1.31%$216.1万1.2万股$204.6万486股+1.2万股+2,394.86%加仓
DDimensional维度ETF信托DCOR
1.17%0.3%$212.7万2.6万股$46.6万6,470股+1.9万股+300.96%加仓
斯伦贝谢SLB
1.16%1.5%$211.4万4.5万股$235.1万4.6万股-266股-0.58%减仓
U HAUL HOLDINGSCL
1.12%1.02%$204.5万3.5万股$159.1万3.6万股-163股-0.46%减仓
DDICKS SPORTING GOODSDKS
1%1.02%$182.0万8,024股$159.7万8,055股-31股-0.38%减仓
百时美施贵宝BMY
0.96%1.16%$174.5万3.0万股$181.0万3.0万股+431股+1.44%加仓
微软MSFT
0.92%0.97%$168.0万4,504股$152.2万4,113股+391股+9.51%加仓
IiShares安硕信托IVV
0.91%0.97%$166.3万2,221股$151.1万2,313股-92股-3.98%减仓
V先锋领航市政债券基金VCRM
0.85%0.17%$154.4万2.0万股$26.0万3,462股+1.7万股+483.91%加仓
LEARLEA
0.74%0.79%$135.6万1.0万股$122.9万1.0万股-37股-0.36%减仓
MOHAWK INDSMHK
0.74%0.69%$134.0万1.1万股$108.4万1.1万股+31股+0.28%加仓
康明斯CMI
0.7%0.51%$127.4万1,786股$79.1万1,471股+315股+21.41%加仓
MOLINA HEALTHCAREMOH
0.69%0.46%$126.1万5,512股$72.6万5,449股+63股+1.16%加仓
CCARMAXKMX
0.67%0.6%$122.1万2.3万股$93.8万2.3万股+541股+2.40%加仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
0.66%0.95%$121.0万3.2万股$148.4万4.6万股-1.4万股-30.52%减仓
卡特彼勒CAT
0.65%0.52%$119.2万1,119股$81.1万1,145股-26股-2.27%减仓
Nice Ltd ADRNICE
0.61%0.86%$111.7万1.2万股$134.3万1.2万股+109股+0.89%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.59%0.62%$107.9万2.9万股$97.0万2.6万股+3,707股+14.46%加仓
Markel Group Inc.MKL
0.58%0.66%$104.9万537股$102.8万537股00.00%持仓不变
CARRIER GLOBALCARR
0.57%0.47%$103.9万1.4万股$73.7万1.3万股+1,072股+8.19%加仓
CF INDSCF
0.57%0.79%$103.5万9,558股$123.1万9,484股+74股+0.78%加仓
强生JNJ
0.57%0.56%$103.3万4,067股$87.1万3,564股+503股+14.11%加仓
博通AVGO
0.57%0.46%$103.1万2,729股$71.6万2,313股+416股+17.99%加仓
AAPA公司APA
0.53%0.8%$97.1万3.0万股$125.8万3.0万股+177股+0.60%加仓
IiShares安硕信托IWD
0.52%0.56%$95.7万3,947股$88.0万4,121股-174股-4.22%减仓
露露乐蒙LULU
0.52%0.5%$94.4万8,270股$78.2万5,107股+3,163股+61.93%加仓

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