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: 0000936941
申报总市值
US$5.6亿
US$5.6亿
215 檔
9.9%
根据最新整理的 13F 季度数据集，Moody Aldrich Partners LLC 于 Q1 2024 结束时的管理资产规模为 US$5.6亿。该机构在本季度申报了 215 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Moody Aldrich Partners LLC 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 9 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Moody Aldrich Partners LLC 的前 5 大核心持股（包含 STNG, EVR, WTFC 等）合计占整体申报市值的 9.9%，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 215 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 | STNG | Scorpio Tankers Inc. | 股票-其他 | 2.07% | -0.13% | +38.30% | |
| 2 | EVR | Evercore Inc - A | 股票-金融 | 2.00% | +0.01% | -9.07% | |
| 3 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.82% | +0.03% | -2.20% | |
| 4 | TRNO | Terreno Realty CORP | 股票-房地产 | 1.81% | +0.31% | -2.23% | |
| 5 | DRS | Leonardo Drs Inc | 股票-工业 | 1.70% | — | -2.27% | |
| 6 | BWXT | Bwx Technologies Inc | 股票-工业 | 1.68% | — | -2.12% | |
| 7 | KNF | Knife River CORP | 股票-原材料 | 1.64% | -0.14% | -2.19% | |
| 8 | SWX | Southwest Gas Holdings Inc | 股票-公用事业 | 1.62% | -0.26% | -11.69% | |
| 9 | CNS | Cohen & Steers Inc | 股票-其他 | 1.60% | — | -9.94% | |
| 10 | ATI | Ati Inc | 股票-工业 | 1.55% | — | +13.37% | |
| 11 | 7SU | Summit Materials Inc -cl A | 股票-其他 | 1.53% | — | -2.23% | |
| 12 | LNWO | Light & Wonder Inc | 股票-其他 | 1.51% | — | +4.44% | |
| 13 | SN | SharkNinja, Inc. | 股票-周期性消费 | 1.51% | — | -2.21% | |
| 14 | PCVX | Vaxcyte Inc | 股票-其他 | 1.38% | — | -19.82% | |
| 15 | SPSC | Sps Commerce Inc | 股票-科技 | 1.33% | — | +11.40% | |
| 16 | ICFI | Icf International Inc | 股票-其他 | 1.32% | — | -2.19% | |
| 17 | SKWD | Skyward Specialty Insurance | 股票-其他 | 1.32% | — | -2.29% | |
| 18 | SMPL | Simply Good Foods Co/the | 股票-其他 | 1.28% | — | +5.73% | |
| 19 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.26% | +0.15% | +26.36% | |
| 20 | ROAD | Construction Partners Inc-a | 股票-工业 | 1.17% | +0.10% | +24.77% | |
| 21 | FOR | Forestar Group Inc | 股票-其他 | 1.16% | +0.09% | -2.29% | |
| 22 | GTLS | Chart Industries Inc | 股票-工业 | 1.15% | — | -25.15% | |
| 23 | MZTI | Marzetti Company/the | 股票-非周期性消费 | 1.15% | -0.20% | -2.16% | |
| 24 | ESI | Element Solutions Inc | 股票-原材料 | 1.15% | +0.19% | -1.01% | |
| 25 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 1.13% | -0.86% | — | |
| 26 | STAG | Stag Industrial Inc | 股票-房地产 | 1.12% | — | +14.90% | |
| 27 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.12% | — | -16.61% | |
| 28 | ATKR | Atkore Inc | 股票-其他 | 1.02% | — | -2.26% | |
| 29 | HELE | Helen of Troy Limited | 股票-其他 | 1.01% | — | -2.30% | |
| 30 | CACI | Caci International Inc -cl A | 股票-科技 | 0.99% | -0.04% | EXIT | |
| 31 | DO1USD | Diamond Offshore Drilling In | 股票-其他 | 0.99% | — | +13.67% | |
| 32 | AIN | Albany Intl Corp-cl A | 股票-其他 | 0.97% | — | -2.30% | |
| 33 | WHD | Cactus Inc - A | 股票-其他 | 0.95% | — | +41.77% | |
| 34 | CHRD | Chord Energy CORP | 股票-能源 | 0.94% | -0.95% | -13.20% | |
| 35 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.94% | — | -60.56% | |
| 36 | APPF | Appfolio Inc - A | 股票-科技 | 0.93% | — | +803.03% | |
| 37 | VRNS | Varonis Systems Inc | 股票-科技 | 0.92% | — | -10.22% | |
| 38 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.91% | +0.03% | -24.58% | |
| 39 | COLB | Columbia Banking System Inc | 股票-金融 | 0.90% | -0.12% | -18.37% | |
| 40 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.90% | -0.23% | -27.06% | |
| 41 | AXSM | Axsome Therapeutics Inc | 股票-医疗保健 | 0.89% | -0.97% | -1.81% | |
| 42 | ARCB | Arcbest CORP | 股票-其他 | 0.88% | +0.10% | -2.24% | |
| 43 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 0.87% | — | +144.04% | |
| 44 | CASH | Pathward Financial Inc | 股票-其他 | 0.86% | -0.25% | -21.02% | |
| 45 | VRNA | Verona Pharma PLC - Adr | 股票-其他 | 0.86% | — | -1.95% | |
| 46 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 0.86% | — | — | |
| 47 | BCPC | Balchem CORP | 股票-原材料 | 0.85% | -0.15% | -2.35% | |
| 48 | HGV | Hilton Grand Vacations Inc | 股票-其他 | 0.85% | — | +29.26% | |
| 49 | WD | Walker & Dunlop Inc | 股票-其他 | 0.85% | — | -26.39% | |
| 50 | SLG | Sl Green Realty CORP | 股票-房地产 | 0.85% | +0.07% | -40.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Co | +1.1% | NEW | 新建仓 |
| 2 | HALO | Halozyme Therapeutics Inc | +0.9% | NEW | 新建仓 |
| 3 | APPF | Appfolio Inc - A | +0.9% | +803.03% | 加仓 |
| 4 | VKTX | Viking Therapeutics Inc | +0.8% | NEW | 新建仓 |
| 5 | STNG | Scorpio Tankers Inc. | +0.7% | +38.30% | 加仓 |
| 6 | FN | Fabrinet | +0.7% | NEW | 新建仓 |
| 7 | FTAI | FTAI Aviation Ltd. | +0.7% | NEW | 新建仓 |
| 8 | AHQ | American Woodmark CORP | +0.7% | NEW | 新建仓 |
| 9 | ASO | Academy Sports & Outdoors In | +0.6% | NEW | 新建仓 |
| 10 | 07WA | Mr Cooper Group Inc | +0.6% | NEW | 新建仓 |
| 11 | IOVA | Iovance Biotherapeutics Inc | +0.6% | NEW | 新建仓 |
| 12 | ALT | Altimmune Inc | +0.5% | NEW | 新建仓 |
| 13 | CRNX | Crinetics Pharmaceuticals In | +0.5% | NEW | 新建仓 |
| 14 | NAMS | NewAmsterdam Pharma Company N.V. | +0.5% | NEW | 新建仓 |
| 15 | ALTREUR | Altair Engineering Inc - A | +0.4% | NEW | 新建仓 |
| 16 | CYTK | Cytokinetics Inc | +0.4% | +144.04% | 加仓 |
| 17 | ROAD | Construction Partners Inc-a | +0.4% | +24.77% | 加仓 |
| 18 | KURA | Kura Oncology Inc | +0.4% | NEW | 新建仓 |
| 19 | EBAY | Ebay Inc | +0.4% | NEW | 新建仓 |
| 20 | NVLSEUR | Alpine Immune Sciences Inc | +0.3% | NEW | 新建仓 |
| 21 | BWXT | Bwx Technologies Inc | +0.3% | -2.12% | 减仓 |
| 22 | VTRS | Viatris Inc | +0.3% | NEW | 新建仓 |
| 23 | KBH | Kb Home | +0.3% | NEW | 新建仓 |
| 24 | CTRA | Coterra Energy Inc | +0.3% | NEW | 新建仓 |
| 25 | WHD | Cactus Inc - A | +0.3% | +41.77% | 加仓 |
| 26 | AFL | Aflac Inc | +0.3% | NEW | 新建仓 |
| 27 | BRZE | Braze Inc-a | +0.3% | NEW | 新建仓 |
| 28 | LNWO | Light & Wonder Inc | +0.3% | +4.44% | 加仓 |
| 29 | OXM | Oxford Industries Inc | +0.3% | +55.68% | 加仓 |
| 30 | ATI | Ati Inc | +0.3% | +13.37% | 加仓 |
| 31 | HGV | Hilton Grand Vacations Inc | +0.3% | +29.26% | 加仓 |
| 32 | AYI | Acuity Inc | -0.3% | EXIT | 清仓 |
| 33 | WSM | Williams-sonoma Inc | -0.3% | EXIT | 清仓 |
| 34 | SLG | Sl Green Realty CORP | -0.4% | -40.63% | 减仓 |
| 35 | FSLY | Fastly Inc - Class A | -0.4% | EXIT | 清仓 |
| 36 | DOCN | Digitalocean Holdings Inc | -0.4% | EXIT | 清仓 |
| 37 | JEF | Jefferies Financial Group In | -0.5% | EXIT | 清仓 |
| 38 | WD | Walker & Dunlop Inc | -0.5% | -26.39% | 减仓 |
| 39 | TGNA | Tegna Inc | -0.6% | EXIT | 清仓 |
| 40 | HP | Helmerich & Payne | -0.6% | EXIT | 清仓 |
| 41 | ROG | Rogers CORP | -0.7% | EXIT | 清仓 |
| 42 | COLB | Columbia Banking System Inc | -0.7% | -18.37% | 减仓 |
| 43 | PACB | Pacific Biosciences Of Calif | -0.7% | EXIT | 清仓 |
| 44 | INDB | Independent Bank Corp/ma | -0.8% | -27.06% | 减仓 |
| 45 | CNMD | Conmed CORP | -0.8% | EXIT | 清仓 |
| 46 | ESE | Esco Technologies Inc | -0.8% | EXIT | 清仓 |
| 47 | FRSH | Freshworks Inc-cl A | -0.8% | EXIT | 清仓 |
| 48 | ABG | Asbury Automotive Group | -1.1% | EXIT | 清仓 |
| 49 | CBAYUSD | Cymabay Therapeutics Inc | -1.1% | EXIT | 清仓 |
| 50 | TBBK | Bancorp Inc/the | -1.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Moody Aldrich Partners LLC 在 Q1 2024 季度的美股持仓总市值约为 US$5.6亿，共申报了 215 个公开持股仓位。
在 Q1 2024 季度，Moody Aldrich Partners LLC 按市值排列的前三大核心持股分别为：STNG (2.1%)、EVR (2.0%)、WTFC (1.8%)。其中最大持股仓位 STNG 占据整体投资组合约 2.1% 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
MOD
市值: US$667.0万
本季最大获利了结 / 清仓标的
TBBK
前期市值: US$718.4万
在 Q1 2024 季度中，Moody Aldrich Partners LLC 共进行了 50 项持仓异动，包含新建仓 21 个仓位、加仓 9 个仓位、减仓 5 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 MOD。 本季清仓仓位包含 TBBK。
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。