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: 0001911372
申报总市值
US$3.2亿
US$3.2亿
43 檔
21.3%
在 Q3 2025 的 13F 官方备案中，Meros Investment Management, LP 管理的美股投资组合规模来到 US$3.2亿，整体持股档数为 43 档。
在 Q3 2025，Meros Investment Management, LP 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 25 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Meros Investment Management, LP 的前 5 大核心持股（包含 DCO, PLYM, MGNI 等）合计占整体申报市值的 21.3%，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 | DCO | Ducommun Inc | 股票-其他 | 6.83% | +0.18% | -3.56% | |
| 2 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 6.24% | — | -0.39% | |
| 3 | MGNI | Magnite Inc | 股票-其他 | 5.71% | +0.86% | -12.58% | |
| 4 | SEI | Solaris Energy Infrastructur | 股票-能源 | 4.98% | -0.49% | -3.64% | |
| 5 | PLAB | Photronics Inc | 股票-其他 | 4.95% | +1.79% | -9.58% | |
| 6 | WTTR | Select Water Solutions Inc | 股票-其他 | 4.11% | -0.27% | +15.15% | |
| 7 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 4.02% | -5.27% | EXIT | |
| 8 | MDXG | Mimedx Group Inc | 股票-其他 | 3.79% | -0.50% | +18.98% | |
| 9 | AMPL | Amplitude Inc-class A | 股票-其他 | 3.50% | -1.43% | +37.76% | |
| 10 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 3.47% | -1.76% | +33.86% | |
| 11 | HA7 | Enviri CORP | 股票-其他 | 3.45% | -3.31% | +8.27% | |
| 12 | PHR | Phreesia Inc | 股票-其他 | 3.23% | -2.24% | EXIT | |
| 13 | AIV | Apartment Invt & Mgmt Co -a | 股票-其他 | 3.23% | -0.80% | +53.64% | |
| 14 | EMBC | Embecta CORP | 股票-医疗保健 | 2.92% | — | +16.72% | |
| 15 | COHU | Cohu Inc | 股票-其他 | 2.86% | +0.81% | +39.42% | |
| 16 | WNC | Wabash National CORP | 股票-其他 | 2.72% | -2.05% | EXIT | |
| 17 | PACK | Ranpak Holdings CORP | 股票-其他 | 2.57% | +0.13% | -0.19% | |
| 18 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.46% | +0.06% | +6.56% | |
| 19 | INMD | InMode Ltd. | 股票-其他 | 2.34% | -1.34% | EXIT | |
| 20 | CYRX | Cryoport Inc | 股票-其他 | 2.22% | +1.51% | — | |
| 21 | MLAB | Mesa Laboratories Inc | 股票-其他 | 2.19% | -0.46% | +108.85% | |
| 22 | ARHS | Arhaus Inc | 股票-其他 | 2.18% | +0.98% | -32.19% | |
| 23 | INFU | Infusystem Holdings Inc | 股票-其他 | 2.11% | -0.44% | -32.44% | |
| 24 | TILE | Interface Inc | 股票-其他 | 2.06% | +0.33% | -60.95% | |
| 25 | AZTA | Azenta Inc | 股票-其他 | 1.96% | -0.47% | — | |
| 26 | MBUU | Malibu Boats Inc - A | 股票-其他 | 1.87% | +0.71% | -0.19% | |
| 27 | HURC | Hurco Companies Inc | 股票-其他 | 1.76% | +0.19% | -10.42% | |
| 28 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 1.62% | — | -0.19% | |
| 29 | KRMD | Koru Medical Systems Inc | 股票-其他 | 1.39% | -0.41% | -0.18% | |
| 30 | JBI | Janus International Group In | 股票-其他 | 1.30% | — | +114.42% | |
| 31 | TEAD | Teads Holding Co | 股票-其他 | 0.94% | — | +8.32% | |
| 32 | NTIC | Northern Technologies Intl | 股票-其他 | 0.94% | -0.74% | EXIT | |
| 33 | DAVE | Dave Inc | 股票-其他 | 0.58% | -0.03% | -59.70% | |
| 34 | BLFS | Biolife Solutions Inc | 股票-其他 | 0.51% | — | -69.27% | |
| 35 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.49% | — | -72.60% | |
| 36 | ✓ | Aebi Schmidt Hldg AG | 股票-其他 | 0.48% | +1.22% | — | |
| 37 | RCMT | Rcm Technologies Inc | 股票-其他 | 0.44% | — | — | |
| 38 | ASLE | Aersale CORP | 股票-其他 | 0.39% | — | -70.16% | |
| 39 | MASS | 908 Devices Inc | 股票-其他 | 0.39% | +0.04% | +50.17% | |
| 40 | CVEO | Civeo CORP | 股票-其他 | 0.29% | — | -76.77% | |
| 41 | SRTS | Sensus Healthcare Inc | 股票-其他 | 0.23% | -0.26% | EXIT | |
| 42 | HBIOUSD | Harvard Bioscience Inc | 股票-其他 | 0.17% | +0.11% | -0.18% | |
| 43 | VSXY | Victoria's Secret & Co | 股票-周期性消费 | 0.11% | +0.06% | -0.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEI | Solaris Energy Infrastructur | +2% | -3.64% | 加仓 |
| 2 | INDI | Indie Semiconductor Inc-a | +1.9% | +33.86% | 加仓 |
| 3 | HA7 | Enviri CORP | +1.6% | +8.27% | 加仓 |
| 4 | COHU | Cohu Inc | +1.1% | +39.42% | 加仓 |
| 5 | PLYM | Plymouth Industrial Reit Inc | +0.8% | -0.39% | 加仓 |
| 6 | AMPL | Amplitude Inc-class A | +0.7% | +37.76% | 加仓 |
| 7 | MGNI | Magnite Inc | +0.7% | -12.58% | 减仓 |
| 8 | AIV | Apartment Invt & Mgmt Co -a | +0.5% | +53.64% | 加仓 |
| 9 | INMD | InMode Ltd. | +0.5% | +21.31% | 加仓 |
| 10 | EMBC | Embecta CORP | +0.4% | +16.72% | 加仓 |
| 11 | DCO | Ducommun Inc | +0.3% | -3.56% | 减仓 |
| 12 | KRMD | Koru Medical Systems Inc | +0.3% | -0.18% | 加仓 |
| 13 | INFU | Infusystem Holdings Inc | +0.2% | -32.44% | 减仓 |
| 14 | MDXG | Mimedx Group Inc | +0.1% | +18.98% | 加仓 |
| 15 | VSXY | Victoria's Secret & Co | 0% | -0.25% | 加仓 |
| 16 | 8TG | Thermon Group Holdings Inc | 0% | +24.53% | 加仓 |
| 17 | SRTS | Sensus Healthcare Inc | 0% | +75.34% | 加仓 |
| 18 | BXC | Bluelinx Holdings Inc | 0% | +6.56% | 加仓 |
| 19 | MLAB | Mesa Laboratories Inc | 0% | +108.85% | 加仓 |
| 20 | HBIOUSD | Harvard Bioscience Inc | -0.1% | -0.18% | 加仓 |
| 21 | WNC | Wabash National CORP | -0.2% | +13.88% | 加仓 |
| 22 | MBUU | Malibu Boats Inc - A | -0.3% | -0.19% | 加仓 |
| 23 | DAVE | Dave Inc | -0.4% | -59.70% | 减仓 |
| 24 | PACK | Ranpak Holdings CORP | -0.4% | -0.19% | 加仓 |
| 25 | HURC | Hurco Companies Inc | -0.5% | -10.42% | 减仓 |
| 26 | NTIC | Northern Technologies Intl | -0.6% | -0.18% | 加仓 |
| 27 | WTTR | Select Water Solutions Inc | -0.7% | +15.15% | 加仓 |
| 28 | ARHS | Arhaus Inc | -0.7% | -32.19% | 减仓 |
| 29 | ICHR | Ichor Holdings, Ltd. | -0.9% | -0.19% | 加仓 |
| 30 | PLAB | Photronics Inc | -1% | -9.58% | 加仓 |
| 31 | ASLE | Aersale CORP | -1.1% | -70.16% | 减仓 |
| 32 | CVEO | Civeo CORP | -1.2% | -76.77% | 减仓 |
| 33 | BLFS | Biolife Solutions Inc | -1.3% | -69.27% | 减仓 |
| 34 | TEAD | Teads Holding Co | -1.3% | +8.32% | 加仓 |
| 35 | KRNT | Kornit Digital Ltd. | -2.5% | -72.60% | 减仓 |
| 36 | TILE | Interface Inc | -2.7% | -60.95% | 减仓 |
| 37 | PHR | Phreesia Inc | — | NEW | 新建仓 |
| 38 | CYRX | Cryoport Inc | — | NEW | 新建仓 |
| 39 | AZTA | Azenta Inc | — | NEW | 新建仓 |
| 40 | JBI | Janus International Group In | — | NEW | 新建仓 |
| 41 | ANIK | Anika Therapeutics Inc | — | EXIT | 清仓 |
| 42 | WS | Worthington Steel Inc | — | EXIT | 清仓 |
| 43 | CMCO | Columbus Mckinnon Corp/ny | — | EXIT | 清仓 |
| 44 | AHQ | American Woodmark CORP | — | EXIT | 清仓 |
| 45 | ✓ | Aebi Schmidt Hldg AG | — | NEW | 新建仓 |
| 46 | RCMT | Rcm Technologies Inc | — | NEW | 新建仓 |
| 47 | MASS | 908 Devices Inc | — | NEW | 新建仓 |
| 48 | 628 | Semrush Holdings Inc-a | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Meros Investment Management, LP 在 Q3 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 43 个公开持股仓位。
在 Q3 2025 季度，Meros Investment Management, LP 按市值排列的前三大核心持股分别为：DCO (6.8%)、PLYM (6.2%)、MGNI (5.7%)。其中最大持股仓位 DCO 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
PHR
市值: US$757.7万
本季最大获利了结 / 清仓标的
ANIK
前期市值: US$260.8万
在 Q3 2025 季度中，Meros Investment Management, LP 共进行了 48 项持仓异动，包含新建仓 7 个仓位、加仓 25 个仓位、减仓 11 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 PHR。 本季清仓仓位包含 ANIK。
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。