13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001541743
申报总市值
US$48.7亿
US$48.7亿
257 檔
10.0%
在 Q1 2026 申报期间，Copeland Capital Management, LLC（CIK: 0001541743）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$48.7亿，共持有 257 个公开申报仓位。
在 Q1 2026，Copeland Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 115 个仓位并完全清仓 14 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Copeland Capital Management, LLC 的前 5 大核心持股（包含 ENSG, PSMT, LMAT 等）合计占整体申报市值的 10.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 257 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.66% | -0.79% | -7.48% | |
| 2 | PSMT | Pricesmart Inc | 股票-非周期性消费 | 2.14% | +0.31% | -2.22% | |
| 3 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 2.11% | -0.46% | -2.06% | |
| 4 | LFUS | Littelfuse Inc | 股票-科技 | 1.99% | +0.36% | -12.23% | |
| 5 | WCC | Wesco International Inc | 股票-工业 | 1.96% | -0.45% | -11.62% | |
| 6 | EHC | Encompass Health CORP | 股票-医疗保健 | 1.92% | -0.14% | +16.75% | |
| 7 | YOU | Clear Secure Inc -class A | 股票-科技 | 1.89% | +0.04% | -21.51% | |
| 8 | MTDR | Matador Resources Co | 股票-能源 | 1.83% | -0.56% | -8.56% | |
| 9 | VMI | Valmont Industries | 股票-工业 | 1.83% | +0.08% | -2.35% | |
| 10 | NSSC | Napco Security Technologies | 股票-其他 | 1.76% | -0.19% | +41.41% | |
| 11 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 1.68% | +1.07% | -22.09% | |
| 12 | HXL | Hexcel CORP | 股票-工业 | 1.66% | +0.14% | -2.25% | |
| 13 | TNL | Travel + Leisure Co | 股票-周期性消费 | 1.56% | -0.04% | -8.90% | |
| 14 | PRDO | Perdoceo Education CORP | 股票-其他 | 1.53% | -0.37% | +8.00% | |
| 15 | HOMB | Home Bancshares Inc | 股票-金融 | 1.53% | -0.10% | -2.30% | |
| 16 | CGNX | Cognex CORP | 股票-科技 | 1.52% | +0.45% | -1.03% | |
| 17 | POWI | Power Integrations Inc | 股票-科技 | 1.50% | +0.02% | +12.60% | |
| 18 | AAON | Aaon Inc | 股票-工业 | 1.45% | +0.51% | -1.54% | |
| 19 | BC | Brunswick CORP | 股票-周期性消费 | 1.44% | +0.03% | -1.79% | |
| 20 | CTRE | Caretrust Reit Inc | 股票-房地产 | 1.44% | -0.03% | -2.11% | |
| 21 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 1.39% | -0.21% | +6.45% | |
| 22 | PATK | Patrick Industries Inc | 股票-周期性消费 | 1.39% | -0.20% | +17.64% | |
| 23 | SXI | Standex International CORP | 股票-其他 | 1.36% | -0.14% | -2.05% | |
| 24 | LSTR | Landstar System Inc | 股票-工业 | 1.35% | +0.01% | -1.01% | |
| 25 | TRNO | Terreno Realty CORP | 股票-房地产 | 1.32% | -0.09% | -1.79% | |
| 26 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.32% | -0.20% | -2.07% | |
| 27 | AZZ | Azz Inc | 股票-工业 | 1.27% | +0.12% | -1.72% | |
| 28 | CHE | Chemed CORP | 股票-医疗保健 | 1.24% | +0.15% | +7.57% | |
| 29 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 1.22% | +0.09% | — | |
| 30 | OLED | Universal Display CORP | 股票-科技 | 1.19% | -0.20% | +15.50% | |
| 31 | EE | Excelerate Energy Inc-a | 股票-其他 | 1.18% | +0.36% | +44.98% | |
| 32 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 1.18% | -0.39% | -2.45% | |
| 33 | FSV | Firstservice CORP | 股票-其他 | 1.14% | -0.12% | +6.50% | |
| 34 | KBR | Kbr Inc | 股票-工业 | 1.12% | -0.10% | +4.36% | |
| 35 | CNS | Cohen & Steers Inc | 股票-其他 | 1.12% | +0.08% | -0.03% | |
| 36 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.12% | -0.33% | -3.50% | |
| 37 | PEGA | Pegasystems Inc | 股票-科技 | 1.06% | -0.19% | — | |
| 38 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.95% | -0.47% | -20.80% | |
| 39 | WING | Wingstop Inc | 股票-周期性消费 | 0.91% | -0.03% | -3.28% | |
| 40 | UFPI | Ufp Industries Inc | 股票-原材料 | 0.88% | +0.20% | -1.10% | |
| 41 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 0.86% | -0.85% | -43.43% | |
| 42 | RS | Reliance Inc | 股票-原材料 | 0.85% | -0.10% | -3.40% | |
| 43 | MTRN | Materion CORP | 股票-其他 | 0.85% | +0.54% | -13.02% | |
| 44 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.84% | +0.15% | -16.78% | |
| 45 | STE | STERIS plc | 股票-医疗保健 | 0.83% | -0.15% | -3.85% | |
| 46 | NYT | New York Times Co-a | 股票-通信服务 | 0.82% | -0.23% | -2.73% | |
| 47 | TPB | Turning Point Brands Inc | 股票-其他 | 0.79% | +0.41% | +99.43% | |
| 48 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 0.78% | +0.16% | -1.79% | |
| 49 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.77% | -0.77% | -1.51% | |
| 50 | IRMD | Iradimed CORP | 股票-其他 | 0.77% | — | -12.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | POWI | Power Integrations Inc | +0.6% | +12.60% | 加仓 |
| 2 | LMAT | Lemaitre Vascular Inc | +0.5% | -2.06% | 减仓 |
| 3 | EE | Excelerate Energy Inc-a | +0.5% | +44.98% | 加仓 |
| 4 | MTDR | Matador Resources Co | +0.5% | -8.56% | 减仓 |
| 5 | NSSC | Napco Security Technologies | +0.4% | +41.41% | 加仓 |
| 6 | ALG | Alamo Group Inc | +0.4% | +189.29% | 加仓 |
| 7 | PRDO | Perdoceo Education CORP | +0.4% | +8.00% | 加仓 |
| 8 | CGNX | Cognex CORP | +0.4% | -1.03% | 减仓 |
| 9 | PSMT | Pricesmart Inc | +0.4% | -2.22% | 减仓 |
| 10 | LFUS | Littelfuse Inc | +0.3% | -12.23% | 减仓 |
| 11 | TPB | Turning Point Brands Inc | +0.3% | +99.43% | 加仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.3% | +906.03% | 加仓 |
| 13 | WAB | Wabtec CORP | +0.2% | +861.45% | 加仓 |
| 14 | EBAY | Ebay Inc | +0.2% | +980.27% | 加仓 |
| 15 | PATK | Patrick Industries Inc | +0.2% | +17.64% | 加仓 |
| 16 | LRCX | Lam Research CORP | +0.2% | +857.77% | 加仓 |
| 17 | KLIC | Kulicke & Soffa Industries | +0.2% | -22.09% | 减仓 |
| 18 | SXI | Standex International CORP | +0.2% | -2.05% | 减仓 |
| 19 | ENSG | Ensign Group Inc/the | +0.2% | -7.48% | 减仓 |
| 20 | AZZ | Azz Inc | +0.2% | -1.72% | 减仓 |
| 21 | YOU | Clear Secure Inc -class A | +0.1% | -21.51% | 减仓 |
| 22 | HSTM | Healthstream Inc | +0.1% | +43.85% | 加仓 |
| 23 | KFRC | Kforce Inc | +0.1% | +51.50% | 加仓 |
| 24 | LSTR | Landstar System Inc | +0.1% | -1.01% | 减仓 |
| 25 | ESQ | Esquire Financial Holdings I | +0.1% | +14.72% | 加仓 |
| 26 | NYT | New York Times Co-a | +0.1% | -2.73% | 减仓 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +35.75% | 加仓 |
| 28 | EHC | Encompass Health CORP | +0.1% | +16.75% | 加仓 |
| 29 | BSY | Bentley Systems Inc-class B | +0.1% | +36.93% | 加仓 |
| 30 | HXL | Hexcel CORP | +0.1% | -2.25% | 减仓 |
| 31 | AAON | Aaon Inc | +0.1% | -1.54% | 减仓 |
| 32 | AAPL | Apple Inc | +0.1% | +25.78% | 加仓 |
| 33 | NVT | nVent Electric plc | +0.1% | -2.57% | 减仓 |
| 34 | DTM | Dt Midstream Inc | +0.1% | -2.54% | 减仓 |
| 35 | DGX | Quest Diagnostics Inc | +0.1% | -2.69% | 减仓 |
| 36 | LNG | Cheniere Energy Inc | +0.1% | -7.03% | 减仓 |
| 37 | NDSN | Nordson CORP | +0.1% | -2.29% | 减仓 |
| 38 | ROST | Ross Stores Inc | 0% | -5.77% | 减仓 |
| 39 | CASY | Casey's General Stores Inc | 0% | -20.80% | 减仓 |
| 40 | TRNO | Terreno Realty CORP | 0% | -1.79% | 减仓 |
| 41 | WH | Wyndham Hotels & Resorts Inc | 0% | -1.39% | 减仓 |
| 42 | USPH | U.s. Physical Therapy Inc | 0% | +6.45% | 加仓 |
| 43 | BWXT | Bwx Technologies Inc | 0% | -3.02% | 减仓 |
| 44 | ATR | Aptargroup Inc | 0% | +3.81% | 加仓 |
| 45 | INTU | Intuit Inc | 0% | +65.70% | 加仓 |
| 46 | WINA | Winmark CORP | 0% | -1.80% | 减仓 |
| 47 | COST | Costco Wholesale CORP | 0% | -6.13% | 减仓 |
| 48 | MSI | Motorola Solutions Inc | 0% | -6.07% | 减仓 |
| 49 | CSL | Carlisle Cos Inc | 0% | -1.01% | 减仓 |
| 50 | MSFT | Microsoft CORP | 0% | +34.31% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Copeland Capital Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$48.7亿，共申报了 257 个公开持股仓位。
在 Q1 2026 季度，Copeland Capital Management, LLC 按市值排列的前三大核心持股分别为：ENSG (2.7%)、PSMT (2.1%)、LMAT (2.1%)。其中最大持股仓位 ENSG 占据整体投资组合约 2.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SFBS
市值: US$5487.9万
本季最大获利了结 / 清仓标的
ODFL
前期市值: US$650.9万
在 Q1 2026 季度中，Copeland Capital Management, LLC 共进行了 194 项持仓异动，包含新建仓 15 个仓位、加仓 50 个仓位、减仓 115 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 SFBS。 本季清仓仓位包含 ODFL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。