Lakewood Asset Management LLC
NAPERVILLE IL · SEC CIK 0001966581
$1.56亿2026Q1 申报市值
107持仓数
40.4%前十大占比 · 第一大 6.6%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VPLS 加仓+$135.36万
DFAW 新建仓+$119.10万
MOH 新建仓+$72.64万
VT 加仓+$57.91万
VBIL 加仓+$48.22万
2026Q1 卖出最多 按季末市值估算
MCK 减仓-$221.72万
BRK/B 减仓-$156.22万
EBAY 减仓-$130.91万
BAC 减仓-$129.62万
WSM 减仓-$128.89万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $323.84万 | 2.07% | 10,095 | 19 | 0.2% | $6,095 | 加仓 |
| RTX | RTX CORPORATION | $324.75万 | 2.08% | 16,835 | -3,961 | -19.0% | -$76.41万 | 减仓 |
| MCK | MCKESSON CORP | $351.71万 | 2.25% | 4,064 | -2,562 | -38.7% | -$221.72万 | 减仓 |
| AZO | AUTOZONE INC | $353.65万 | 2.26% | 1,047 | -379 | -26.6% | -$128.02万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $387.39万 | 2.48% | 21,246 | -7,069 | -25.0% | -$128.89万 | 减仓 |
| EBAY | EBAY INC. | $439.91万 | 2.81% | 48,332 | -14,383 | -22.9% | -$130.91万 | 减仓 |
| COP | CONOCOPHILLIPS | $482.60万 | 3.09% | 36,561 | -9,287 | -20.3% | -$122.59万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $683.48万 | 4.37% | 88,090 | 17,446 | 24.7% | $135.36万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $744.91万 | 4.76% | 53,854 | 4,187 | 8.4% | $57.91万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $881.34万 | 5.63% | 116,503 | 6,374 | 5.8% | $48.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $957.68万 | 6.12% | 19,985 | -3,260 | -14.0% | -$156.22万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,032.21万 | 6.60% | 370,631 | 16,761 | 4.7% | $46.68万 | 加仓 |