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
167 檔
14.6%
根据最新整理的 13F 季度数据集，Ironwood Investment Management LLC 于 Q2 2025 结束时的管理资产规模为 US$2.9亿。该机构在本季度申报了 167 档美股持仓，呈现出该时期的主要投资地图。
Ironwood Investment Management LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 53 档持股的同时，亦同步清仓 9 档并减仓 70 档标的。
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, EFA, IWM 等）合计占整体申报市值的 14.6%，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 | 6.82% | -0.02% | +3.02% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.81% | -0.35% | +2.46% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.40% | — | -7.30% | |
| 4 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 3.07% | -0.55% | -1.70% | |
| 5 | SMCI | Super Micro Computer Inc | 股票-科技 | 2.42% | +0.11% | -1.84% | |
| 6 | PEGA | Pegasystems Inc | 股票-科技 | 2.11% | -0.57% | +94.27% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.91% | -0.38% | +4.22% | |
| 8 | C | Citigroup Inc | 股票-金融 | 1.75% | -0.06% | -0.13% | |
| 9 | DY | Dycom Industries Inc | 股票-工业 | 1.72% | +0.46% | -2.15% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.70% | +0.05% | +1.93% | |
| 11 | MYRG | Myr Group Inc/delaware | 股票-工业 | 1.61% | +0.98% | -1.58% | |
| 12 | SGI | Somnigroup International Inc | 股票-周期性消费 | 1.59% | -0.17% | -2.97% | |
| 13 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.52% | +0.01% | -0.67% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.46% | -0.05% | +5.22% | |
| 15 | ARW | Arrow Electronics Inc | 股票-科技 | 1.43% | +0.27% | — | |
| 16 | BBIO | Bridgebio Pharma Inc | 股票-医疗保健 | 1.31% | -0.31% | -3.19% | |
| 17 | KOP | Koppers Holdings Inc | 股票-其他 | 1.29% | -0.06% | -4.07% | |
| 18 | GFF | Griffon CORP | 股票-工业 | 1.28% | +0.12% | — | |
| 19 | PI | Impinj Inc | 股票-科技 | 1.25% | +0.18% | -3.13% | |
| 20 | MCK | Mckesson CORP | 股票-医疗保健 | 1.22% | -0.33% | -1.86% | |
| 21 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.18% | -0.15% | -4.13% | |
| 22 | GM | General Motors Co | 股票-周期性消费 | 1.14% | -0.19% | — | |
| 23 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 1.06% | -0.04% | +0.08% | |
| 24 | MRCY | Mercury Systems Inc | 股票-工业 | 1.04% | +0.39% | -2.92% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.18% | +0.00% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.16% | +0.93% | |
| 27 | TPC | Tutor Perini CORP | 股票-其他 | 0.98% | -0.14% | -11.62% | |
| 28 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 0.92% | +0.11% | -3.89% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | -0.02% | -1.47% | |
| 30 | ZS | Zscaler Inc | 股票-科技 | 0.92% | -0.05% | -3.49% | |
| 31 | EXTR | Extreme Networks Inc | 股票-其他 | 0.91% | +0.80% | -3.13% | |
| 32 | EVLV | Evolv Technologies Holdings | 股票-其他 | 0.90% | -0.14% | -3.65% | |
| 33 | GT | Goodyear Tire & Rubber Co | 股票-周期性消费 | 0.89% | -0.06% | — | |
| 34 | WTS | Watts Water Technologies-a | 股票-工业 | 0.88% | +0.11% | -3.37% | |
| 35 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.87% | +0.05% | -3.73% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.82% | -0.10% | +1.14% | |
| 37 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 0.80% | -0.30% | -2.00% | |
| 38 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.78% | +0.01% | -2.86% | |
| 39 | SPSC | Sps Commerce Inc | 股票-科技 | 0.77% | -0.01% | -3.39% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.76% | -0.04% | -2.77% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.72% | -0.02% | +8.51% | |
| 42 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.72% | -0.16% | +1.11% | |
| 43 | UFPI | Ufp Industries Inc | 股票-原材料 | 0.72% | -0.11% | -4.28% | |
| 44 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.71% | -0.20% | +7.47% | |
| 45 | VICR | Vicor CORP | 股票-科技 | 0.69% | +1.28% | -3.35% | |
| 46 | TTMI | Ttm Technologies | 股票-科技 | 0.68% | +0.77% | -3.31% | |
| 47 | CBT | Cabot CORP | 股票-原材料 | 0.67% | +0.01% | +17.29% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.12% | -2.19% | |
| 49 | FNV | Franco-nevada CORP | 股票-原材料 | 0.66% | -0.24% | +9.85% | |
| 50 | BDC | Belden Inc | 股票-科技 | 0.66% | -0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PEGA | Pegasystems Inc | +0.6% | +94.27% | 加仓 |
| 2 | SMCI | Super Micro Computer Inc | +0.5% | -1.84% | 减仓 |
| 3 | DY | Dycom Industries Inc | +0.5% | -2.15% | 减仓 |
| 4 | MYRG | Myr Group Inc/delaware | +0.5% | -1.58% | 减仓 |
| 5 | EVLV | Evolv Technologies Holdings | +0.4% | -3.65% | 减仓 |
| 6 | TPC | Tutor Perini CORP | +0.4% | -11.62% | 减仓 |
| 7 | ASPN | Aspen Aerogels Inc | +0.4% | NEW | 新建仓 |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.3% | NEW | 新建仓 |
| 9 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建仓 |
| 10 | ONTO | Onto Innovation Inc | +0.3% | NEW | 新建仓 |
| 11 | TTMI | Ttm Technologies | +0.3% | -3.31% | 减仓 |
| 12 | ✓ | Pagaya Technologies LTD Cl | +0.3% | +0.71% | 加仓 |
| 13 | TRS | Trimas CORP | +0.3% | NEW | 新建仓 |
| 14 | ZS | Zscaler Inc | +0.3% | -3.49% | 减仓 |
| 15 | MSFT | Microsoft CORP | +0.2% | +0.93% | 加仓 |
| 16 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 17 | NPKI | Npk International Inc | +0.2% | +2.82% | 加仓 |
| 18 | INDI | Indie Semiconductor Inc-a | +0.2% | +4.41% | 加仓 |
| 19 | CMP | Compass Minerals Internation | +0.2% | +6.30% | 加仓 |
| 20 | CVGI | Commercial Vehicle Group Inc | +0.1% | +11.41% | 加仓 |
| 21 | ARW | Arrow Electronics Inc | +0.1% | — | 不变 |
| 22 | EXTR | Extreme Networks Inc | +0.1% | -3.13% | 减仓 |
| 23 | ORCL | Oracle CORP | +0.1% | NEW | 新建仓 |
| 24 | GEOS | Geospace Technologies CORP | +0.1% | +5.94% | 加仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建仓 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.02% | 加仓 |
| 27 | C | Citigroup Inc | +0.1% | -0.13% | 减仓 |
| 28 | BURBY | Burberry Group Plc-spon Adr | +0.1% | NEW | 新建仓 |
| 29 | BBIO | Bridgebio Pharma Inc | +0.1% | -3.19% | 减仓 |
| 30 | MRCY | Mercury Systems Inc | +0.1% | -2.92% | 减仓 |
| 31 | COHR | Coherent CORP | +0.1% | -3.57% | 减仓 |
| 32 | ATRO | Astronics CORP | +0.1% | -3.87% | 减仓 |
| 33 | CBRL | Cracker Barrel Old Country | +0.1% | — | 不变 |
| 34 | PI | Impinj Inc | +0.1% | -3.13% | 减仓 |
| 35 | NWL | Newell Brands Inc | +0.1% | NEW | 新建仓 |
| 36 | QTRX | Quanterix CORP | +0.1% | NEW | 新建仓 |
| 37 | NSPR | Inspiremd Inc | +0.1% | NEW | 新建仓 |
| 38 | TALO | Talos Energy Inc | +0.1% | NEW | 新建仓 |
| 39 | BW | Babcock & Wilcox Enterpr | +0.1% | +141.31% | 加仓 |
| 40 | DAR | Darling Ingredients Inc | +0.1% | -2.00% | 减仓 |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.22% | 加仓 |
| 42 | IBM | Intl Business Machines CORP | 0% | -1.47% | 减仓 |
| 43 | VYX | Ncr Voyix CORP | 0% | — | 不变 |
| 44 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 45 | GE | General Electric | 0% | -3.11% | 减仓 |
| 46 | EVH | Evolent Health Inc - A | 0% | +8.27% | 加仓 |
| 47 | MEI | Methode Electronics Inc | 0% | +3.36% | 加仓 |
| 48 | WTS | Watts Water Technologies-a | 0% | -3.37% | 减仓 |
| 49 | LXU | Lsb Industries Inc | 0% | +7.46% | 加仓 |
| 50 | STKL | Sunopta Inc | 0% | +2.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ironwood Investment Management LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 167 个公开持股仓位。
在 Q2 2025 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分别为：VTI (6.8%)、EFA (4.8%)、IWM (3.4%)。其中最大持股仓位 VTI 占据整体投资组合约 6.8% 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
ASPN
市值: US$73.6万
本季最大获利了结 / 清仓标的
BECNUSD
前期市值: US$285.1万
在 Q2 2025 季度中，Ironwood Investment Management LLC 共进行了 145 项持仓异动，包含新建仓 13 个仓位、加仓 53 个仓位、减仓 70 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 ASPN。 本季清仓仓位包含 BECNUSD。
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。