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
179 檔
16.1%
在 Q1 2026 的 13F 官方备案中，Ironwood Investment Management LLC 管理的美股投资组合规模来到 US$2.9亿，整体持股档数为 179 档。
在 Q1 2026，Ironwood Investment Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 96 个仓位并完全清仓 6 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，Ironwood Investment Management LLC 的前 5 大核心持股（包含 VTI, EFA, SHV 等）合计占整体申报市值的 16.1%，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 | 7.25% | -0.02% | +6.93% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.09% | -0.35% | +3.46% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.97% | -0.38% | +2.70% | |
| 4 | MYRG | Myr Group Inc/delaware | 股票-工业 | 2.08% | +0.98% | -1.26% | |
| 5 | VICR | Vicor CORP | 股票-科技 | 2.07% | +1.28% | -0.86% | |
| 6 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 2.02% | -0.55% | -2.01% | |
| 7 | DY | Dycom Industries Inc | 股票-工业 | 2.01% | +0.46% | -1.23% | |
| 8 | BBIO | Bridgebio Pharma Inc | 股票-医疗保健 | 1.89% | -0.31% | -1.35% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.74% | +0.05% | +4.87% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.68% | -0.06% | -0.01% | |
| 11 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 1.56% | +0.11% | -0.86% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.55% | -0.05% | +3.10% | |
| 13 | SGI | Somnigroup International Inc | 股票-周期性消费 | 1.45% | -0.17% | -1.36% | |
| 14 | PEGA | Pegasystems Inc | 股票-科技 | 1.39% | -0.57% | -1.29% | |
| 15 | TTMI | Ttm Technologies | 股票-科技 | 1.33% | +0.77% | -4.02% | |
| 16 | GM | General Motors Co | 股票-周期性消费 | 1.32% | -0.19% | -6.59% | |
| 17 | TPC | Tutor Perini CORP | 股票-其他 | 1.29% | -0.14% | -1.14% | |
| 18 | SM | Sm Energy Co | 股票-能源 | 1.24% | -0.50% | +19.10% | |
| 19 | COHR | Coherent CORP | 股票-科技 | 1.21% | +0.03% | -1.06% | |
| 20 | MCK | Mckesson CORP | 股票-医疗保健 | 1.19% | -0.33% | -0.36% | |
| 21 | ARW | Arrow Electronics Inc | 股票-科技 | 1.15% | +0.27% | -11.87% | |
| 22 | MRCY | Mercury Systems Inc | 股票-工业 | 1.15% | +0.39% | -4.36% | |
| 23 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 1.10% | -0.30% | -0.24% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.09% | +0.18% | +22.78% | |
| 25 | GFF | Griffon CORP | 股票-工业 | 1.05% | +0.12% | -4.80% | |
| 26 | EXTR | Extreme Networks Inc | 股票-其他 | 1.01% | +0.80% | +56.19% | |
| 27 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.99% | +0.11% | -0.54% | |
| 28 | PI | Impinj Inc | 股票-科技 | 0.97% | +0.18% | +36.36% | |
| 29 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 0.97% | -0.04% | — | |
| 30 | KOP | Koppers Holdings Inc | 股票-其他 | 0.96% | -0.06% | -23.25% | |
| 31 | FNV | Franco-nevada CORP | 股票-原材料 | 0.96% | -0.24% | +5.58% | |
| 32 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 0.91% | +0.01% | -0.46% | |
| 33 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.91% | +0.17% | — | |
| 34 | WTS | Watts Water Technologies-a | 股票-工业 | 0.87% | +0.11% | -1.08% | |
| 35 | FRPT | Freshpet Inc | 股票-非周期性消费 | 0.87% | -0.15% | +0.30% | |
| 36 | NPKI | Npk International Inc | 股票-其他 | 0.85% | -0.08% | -0.90% | |
| 37 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.83% | +0.05% | +0.45% | |
| 38 | ATRO | Astronics CORP | 股票-其他 | 0.82% | +0.01% | -1.30% | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 0.76% | -0.25% | +17.58% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | — | -71.56% | |
| 41 | EVLV | Evolv Technologies Holdings | 股票-其他 | 0.73% | -0.14% | -1.71% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.18% | -0.43% | |
| 43 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.70% | -0.16% | -4.45% | |
| 44 | AUPH | Aurinia Pharmaceuticals Inc | 股票-其他 | 0.70% | -0.03% | -1.36% | |
| 45 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.67% | +0.01% | -0.84% | |
| 46 | GT | Goodyear Tire & Rubber Co | 股票-周期性消费 | 0.66% | -0.06% | +3.45% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | -0.09% | -4.24% | |
| 48 | ✓ | Cantor Equity Partners Ii In | 股票-其他 | 0.62% | -0.14% | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.16% | -3.53% | |
| 50 | KSS | Kohls CORP | 股票-周期性消费 | 0.61% | +0.08% | +1.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VICR | Vicor CORP | +0.6% | -0.86% | 减仓 |
| 2 | SM | Sm Energy Co | +0.6% | +19.10% | 加仓 |
| 3 | CVGI | Commercial Vehicle Group Inc | +0.5% | — | 不变 |
| 4 | DAR | Darling Ingredients Inc | +0.5% | -0.24% | 减仓 |
| 5 | MYRG | Myr Group Inc/delaware | +0.4% | -1.26% | 减仓 |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +381.34% | 加仓 |
| 7 | ASML | ASML Holding N.V. | +0.4% | +22.78% | 加仓 |
| 8 | TTMI | Ttm Technologies | +0.3% | -4.02% | 减仓 |
| 9 | EXTR | Extreme Networks Inc | +0.3% | +56.19% | 加仓 |
| 10 | COHR | Coherent CORP | +0.3% | -1.06% | 减仓 |
| 11 | LXU | Lsb Industries Inc | +0.2% | +4.36% | 加仓 |
| 12 | BBT | Beacon Financial CORP | +0.2% | +64.68% | 加仓 |
| 13 | FNV | Franco-nevada CORP | +0.2% | +5.58% | 加仓 |
| 14 | EFA | Ishares Msci Eafe ETF | +0.2% | +3.46% | 加仓 |
| 15 | PFE | Pfizer Inc | +0.2% | +17.58% | 加仓 |
| 16 | BW | Babcock & Wilcox Enterpr | +0.2% | -1.14% | 减仓 |
| 17 | T86 | Tri Pointe Homes Inc | +0.2% | -0.97% | 减仓 |
| 18 | TPC | Tutor Perini CORP | +0.1% | -1.14% | 减仓 |
| 19 | ARW | Arrow Electronics Inc | +0.1% | -11.87% | 减仓 |
| 20 | ATRO | Astronics CORP | +0.1% | -1.30% | 减仓 |
| 21 | NPKI | Npk International Inc | +0.1% | -0.90% | 减仓 |
| 22 | STKL | Sunopta Inc | +0.1% | +1.66% | 加仓 |
| 23 | ANIK | Anika Therapeutics Inc | +0.1% | -0.07% | 减仓 |
| 24 | PRCH | Porch Group Inc | +0.1% | +117.22% | 加仓 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.93% | 加仓 |
| 26 | ONTO | Onto Innovation Inc | +0.1% | -1.11% | 减仓 |
| 27 | ASPN | Aspen Aerogels Inc | +0.1% | +30.74% | 加仓 |
| 28 | KOP | Koppers Holdings Inc | +0.1% | -23.25% | 减仓 |
| 29 | TDY | Teledyne Technologies Inc | +0.1% | -4.45% | 减仓 |
| 30 | UNFI | United Natural Foods Inc | +0.1% | -0.95% | 减仓 |
| 31 | DNLI | Denali Therapeutics Inc | +0.1% | +2.22% | 加仓 |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +2.70% | 加仓 |
| 33 | NATL | Ncr Atleos CORP | +0.1% | — | 不变 |
| 34 | REMYY | Remy Cointreau-unsp Adr | +0.1% | +136.28% | 加仓 |
| 35 | AVBC | Avidia Bancorp Inc | +0.1% | -1.02% | 减仓 |
| 36 | GEV | GE Vernova Inc | +0.1% | -0.16% | 减仓 |
| 37 | CBT | Cabot CORP | +0.1% | -1.02% | 减仓 |
| 38 | MCK | Mckesson CORP | +0.1% | -0.36% | 减仓 |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.10% | 加仓 |
| 40 | FAST | Fastenal Co | +0.1% | -4.54% | 减仓 |
| 41 | CALY | Callaway Golf Company | +0.1% | -0.46% | 减仓 |
| 42 | WDC | Western Digital CORP | +0.1% | — | 不变 |
| 43 | TRNS | Transcat Inc | +0.1% | -0.81% | 减仓 |
| 44 | CMP | Compass Minerals Internation | 0% | -0.43% | 减仓 |
| 45 | TALO | Talos Energy Inc | 0% | — | 不变 |
| 46 | CYTK | Cytokinetics Inc | 0% | -0.86% | 减仓 |
| 47 | WSFS | Wsfs Financial CORP | 0% | — | 不变 |
| 48 | RGP | Resources Connection Inc | 0% | +108.62% | 加仓 |
| 49 | CSV | Carriage Services Inc | 0% | — | 不变 |
| 50 | 4XC1 | Kalvista Pharmaceuticals Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Ironwood Investment Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.9亿，共申报了 179 个公开持股仓位。
在 Q1 2026 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分别为：VTI (7.3%)、EFA (5.1%)、SHV (3.0%)。其中最大持股仓位 VTI 占据整体投资组合约 7.3% 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
CANTOR EQUITY PARTNERS II IN
市值: US$147.7万
本季最大获利了结 / 清仓标的
CADE
前期市值: US$122.5万
在 Q1 2026 季度中，Ironwood Investment Management LLC 共进行了 151 项持仓异动，包含新建仓 13 个仓位、加仓 36 个仓位、减仓 96 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 CANTOR EQUITY PARTNERS II IN。 本季清仓仓位包含 CADE。
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。