Lakewood Asset Management LLC 13F 持仓 · 2026年Q2
Lakewood Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 1.82 亿美元。前几大持仓：FNDX（6.79%）、VPLS（6.02%）、VT（5.50%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $12.4M | 6.79% | 397,708 | 增持 |
| 2 | VPLS | VANGUARD MALVERN FDS | $11.0M | 6.02% | 141,422 | 增持 |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $10.0M | 5.50% | 63,816 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.0M | 5.49% | 19,996 | 增持 |
| 5 | VBIL | VANGUARD INSTL INDEX FD | $9.2M | 5.07% | 122,017 | 增持 |
| 6 | EBAY | EBAY INC. | $5.3M | 2.92% | 47,640 | 减持 |
| 7 | DFAW | DIMENSIONAL ETF TRUST | $4.9M | 2.69% | 59,183 | 增持 |
| 8 | WSM | WILLIAMS SONOMA INC | $4.9M | 2.67% | 20,853 | 减持 |
| 9 | HPE | HEWLETT PACKARD ENTERPRISE C | $4.8M | 2.63% | 106,444 | 减持 |
| 10 | FNDF | SCHWAB STRATEGIC TR | $3.9M | 2.12% | 73,369 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $3.8M | 2.10% | 10,343 | 增持 |
| 12 | COP | CONOCOPHILLIPS | $3.8M | 2.08% | 36,504 | 减持 |
| 13 | BAC | BANK OF AMER CORP | $3.4M | 1.86% | 59,440 | 增持 |
| 14 | RTX | RTX CORPORATION | $3.4M | 1.85% | 17,759 | 增持 |
| 15 | AZO | AUTOZONE INC | $3.3M | 1.84% | 1,048 | 增持 |
| 16 | AAPL | APPLE INC | $3.3M | 1.82% | 11,456 | 减持 |
| 17 | VUSB | VANGUARD BD INDEX FDS | $3.3M | 1.82% | 66,809 | 增持 |
| 18 | MCK | MCKESSON CORP | $3.1M | 1.69% | 4,075 | 增持 |
| 19 | BIL | SPDR SERIES TRUST | $3.0M | 1.65% | 32,838 | 减持 |
| 20 | NVR | NVR INC | $3.0M | 1.62% | 433 | 增持 |
| 21 | MTB | M & T BK CORP | $2.9M | 1.61% | 12,292 | 减持 |
| 22 | VTIP | VANGUARD MALVERN FDS | $2.7M | 1.47% | 53,286 | 减持 |
| 23 | RF | REGIONS FINANCIAL CORP NEW | $2.3M | 1.27% | 76,607 | 减持 |
| 24 | BKNG | BOOKING HOLDINGS INC | $2.2M | 1.19% | 12,125 | 增持 |
| 25 | FANG | DIAMONDBACK ENERGY INC | $2.2M | 1.19% | 12,320 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR