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: 0001127761
申报总市值
US$2.9亿
US$2.9亿
169 檔
14.7%
在 Q4 2024 申报期间，Ironwood Investment Management LLC（CIK: 0001127761）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$2.9亿，共持有 169 个公开申报仓位。
在 Q4 2024，Ironwood Investment Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 78 个既有持股进行加仓（合计增持 86 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ironwood Investment Management LLC 的前 5 大核心持股（包含 VTI, IWM, EFA 等）合计占整体申报市值的 14.7%，反映机构在主要关键仓位上的权重分布。
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.45% | -0.02% | +0.60% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.35% | — | +7.81% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.06% | -0.35% | -0.13% | |
| 4 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 3.56% | -0.55% | -2.86% | |
| 5 | FRPT | Freshpet Inc | 股票-非周期性消费 | 2.74% | -0.15% | +0.90% | |
| 6 | PEGA | Pegasystems Inc | 股票-科技 | 1.93% | -0.57% | +0.69% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.74% | -0.38% | +1.91% | |
| 8 | PI | Impinj Inc | 股票-科技 | 1.71% | +0.18% | -1.20% | |
| 9 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.68% | +0.01% | -13.65% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.63% | +0.05% | +0.06% | |
| 11 | SMCI | Super Micro Computer Inc | 股票-科技 | 1.49% | +0.11% | — | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.48% | -0.06% | — | |
| 13 | SGI | Somnigroup International Inc | 股票-周期性消费 | 1.40% | -0.17% | +0.59% | |
| 14 | MYRG | Myr Group Inc/delaware | 股票-工业 | 1.39% | +0.98% | +4.97% | |
| 15 | KOP | Koppers Holdings Inc | 股票-其他 | 1.39% | -0.06% | +8.87% | |
| 16 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 1.38% | +0.11% | -0.77% | |
| 17 | GFF | Griffon CORP | 股票-工业 | 1.33% | +0.12% | — | |
| 18 | DY | Dycom Industries Inc | 股票-工业 | 1.28% | +0.46% | +0.61% | |
| 19 | ARW | Arrow Electronics Inc | 股票-科技 | 1.27% | +0.27% | +0.45% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.26% | -0.05% | -0.17% | |
| 21 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 1.24% | — | +1.46% | |
| 22 | GM | General Motors Co | 股票-周期性消费 | 1.23% | -0.19% | — | |
| 23 | SPSC | Sps Commerce Inc | 股票-科技 | 1.09% | -0.01% | -0.26% | |
| 24 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 1.03% | -0.04% | -3.61% | |
| 25 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.01% | +0.05% | -0.48% | |
| 26 | MCK | Mckesson CORP | 股票-医疗保健 | 0.99% | -0.33% | — | |
| 27 | EXTR | Extreme Networks Inc | 股票-其他 | 0.90% | +0.80% | +0.73% | |
| 28 | UFPI | Ufp Industries Inc | 股票-原材料 | 0.88% | -0.11% | +1.00% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.18% | +0.00% | |
| 30 | BBIO | Bridgebio Pharma Inc | 股票-医疗保健 | 0.86% | -0.31% | +0.54% | |
| 31 | MRCY | Mercury Systems Inc | 股票-工业 | 0.86% | +0.39% | +0.74% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.16% | +0.57% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.85% | -0.02% | +0.89% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.12% | -0.20% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | -0.10% | +0.82% | |
| 36 | VICR | Vicor CORP | 股票-科技 | 0.78% | +1.28% | +0.56% | |
| 37 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.78% | +0.01% | +0.76% | |
| 38 | WTS | Watts Water Technologies-a | 股票-工业 | 0.78% | +0.11% | +1.35% | |
| 39 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.75% | +0.01% | +0.88% | |
| 40 | SHOO | Steven Madden LTD | 股票-其他 | 0.74% | +0.02% | +0.70% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.72% | -0.04% | -5.89% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.02% | — | |
| 43 | CBT | Cabot CORP | 股票-原材料 | 0.71% | +0.01% | +0.64% | |
| 44 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 0.70% | -0.30% | +0.71% | |
| 45 | KSS | Kohls CORP | 股票-周期性消费 | 0.70% | +0.08% | +15.21% | |
| 46 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.68% | -0.20% | +0.82% | |
| 47 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.66% | -0.16% | +0.77% | |
| 48 | SM | Sm Energy Co | 股票-能源 | 0.66% | -0.50% | — | |
| 49 | BDC | Belden Inc | 股票-科技 | 0.66% | -0.07% | — | |
| 50 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.65% | +0.17% | +11.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | +1.5% | NEW | 新建仓 |
| 2 | MYRG | Myr Group Inc/delaware | +0.5% | +4.97% | 加仓 |
| 3 | PEGA | Pegasystems Inc | +0.5% | +0.69% | 加仓 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.4% | +7.81% | 加仓 |
| 5 | SPT | Sprout Social Inc - Class A | +0.3% | NEW | 新建仓 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.60% | 加仓 |
| 7 | GPI | Group 1 Automotive Inc | +0.3% | -2.86% | 减仓 |
| 8 | FRPT | Freshpet Inc | +0.3% | +0.90% | 加仓 |
| 9 | BECNUSD | Beacon Roofing Supply Inc | +0.2% | +1.46% | 加仓 |
| 10 | ATRO | Astronics CORP | +0.2% | NEW | 新建仓 |
| 11 | GM | General Motors Co | +0.2% | — | 不变 |
| 12 | TGT | Target CORP | +0.2% | NEW | 新建仓 |
| 13 | C | Citigroup Inc | +0.2% | — | 不变 |
| 14 | WSM | Williams-sonoma Inc | +0.2% | -0.48% | 减仓 |
| 15 | CRM | Salesforce Inc | +0.2% | -0.20% | 减仓 |
| 16 | INDI | Indie Semiconductor Inc-a | +0.2% | +53.41% | 加仓 |
| 17 | MCK | Mckesson CORP | +0.2% | — | 不变 |
| 18 | ✓ | Pagaya Technologies LTD Cl | +0.1% | NEW | 新建仓 |
| 19 | GT | Goodyear Tire & Rubber Co | +0.1% | +49.24% | 加仓 |
| 20 | MRCY | Mercury Systems Inc | +0.1% | +0.74% | 加仓 |
| 21 | VICR | Vicor CORP | +0.1% | +0.56% | 加仓 |
| 22 | EXTR | Extreme Networks Inc | +0.1% | +0.73% | 加仓 |
| 23 | HWC | Hancock Whitney CORP | +0.1% | NEW | 新建仓 |
| 24 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 25 | PNW | Pinnacle West Capital Corporation | +0.1% | — | 不变 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.00% | 加仓 |
| 27 | EXE | Expand Energy CORP | +0.1% | NEW | 新建仓 |
| 28 | STKL | Sunopta Inc | +0.1% | +1.18% | 加仓 |
| 29 | BUSD | Barnes Group Inc | +0.1% | — | 不变 |
| 30 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +1.21% | 加仓 |
| 31 | NATL | Ncr Atleos CORP | +0.1% | -4.30% | 减仓 |
| 32 | SGI | Somnigroup International Inc | +0.1% | +0.59% | 加仓 |
| 33 | UNFI | United Natural Foods Inc | +0.1% | +1.13% | 加仓 |
| 34 | V | Visa Inc-class A Shares | +0.1% | +0.80% | 加仓 |
| 35 | SONO | Sonos Inc | +0.1% | +3.97% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.78% | 加仓 |
| 37 | BBIO | Bridgebio Pharma Inc | +0.1% | +0.54% | 加仓 |
| 38 | NPKI | Npk International Inc | +0.1% | +1.62% | 加仓 |
| 39 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.06% | 加仓 |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 41 | ADP | Automatic Data Processing | +0.1% | +0.82% | 加仓 |
| 42 | CADE | Cadence Bank | +0.1% | +1.19% | 加仓 |
| 43 | THG | Hanover Insurance Group Inc/ | +0.1% | +0.88% | 加仓 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +1.91% | 加仓 |
| 45 | TDY | Teledyne Technologies Inc | +0.1% | +0.77% | 加仓 |
| 46 | COHR | Coherent CORP | +0.1% | +0.88% | 加仓 |
| 47 | CARG | Cargurus Inc | +0.1% | +1.63% | 加仓 |
| 48 | GFF | Griffon CORP | +0.1% | — | 不变 |
| 49 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 50 | ZS | Zscaler Inc | 0% | +1.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ironwood Investment Management LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.9亿，共申报了 169 个公开持股仓位。
在 Q4 2024 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分别为：VTI (6.5%)、IWM (4.3%)、EFA (4.1%)。其中最大持股仓位 VTI 占据整体投资组合约 6.5% 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
SMCI
市值: US$298.5万
本季最大获利了结 / 清仓标的
SMCIUSD
前期市值: US$389.0万
在 Q4 2024 季度中，Ironwood Investment Management LLC 共进行了 133 项持仓异动，包含新建仓 8 个仓位、加仓 78 个仓位、减仓 34 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 SMCI。 本季清仓仓位包含 SMCIUSD。
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。
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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。