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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $21.67万 | 0.14% | 717 | 1 | 0.1% | $302 | 加仓 |
| WLFC | WILLIS LEASE FIN CORP | $21.59万 | 0.14% | 1,268 | 1,268 | — | $21.59万 | 新建仓 |
| MLR | MILLER INDS INC TENN | $20.58万 | 0.13% | 4,518 | 4,518 | — | $20.58万 | 新建仓 |
| PAVE | GLOBAL X FDS | $20.46万 | 0.13% | 4,027 | 4,027 | — | $20.46万 | 新建仓 |
| — | DMC GLOBAL INC | $12.46万 | 0.08% | 23,912 | 497 | 2.1% | $2,589 | 加仓 |
| — | FULL HSE RESORTS INC | $7.79万 | 0.05% | 34,601 | 1,347 | 4.1% | $3,031 | 加仓 |
| — | CROWN CRAFTS INC | $7.36万 | 0.05% | 28,587 | 578 | 2.1% | $1,488 | 加仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -921 | -100.0% | -$55.72万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -894 | -100.0% | -$23.98万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -5,832 | -100.0% | -$23.63万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,185 | -100.0% | -$22.09万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |