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: 0001044936
申报总市值
US$14.6亿
US$14.6亿
41 檔
17.4%
根据最新整理的 13F 季度数据集，Neumeier Poma Investment Counsel LLC 于 Q1 2026 结束时的管理资产规模为 US$14.6亿。该机构在本季度申报了 41 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Neumeier Poma Investment Counsel LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 4 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，Neumeier Poma Investment Counsel LLC 的前 5 大核心持股（包含 HASI, OSIS, FN 等）合计占整体申报市值的 17.4%，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 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 4.64% | -0.47% | +9.98% | |
| 2 | OSIS | Osi Systems Inc | 股票-科技 | 4.19% | -0.86% | -2.23% | |
| 3 | FN | Fabrinet | 股票-科技 | 4.12% | -1.55% | +9.34% | |
| 4 | TTMI | Ttm Technologies | 股票-科技 | 4.01% | -0.88% | -21.64% | |
| 5 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 3.96% | +0.07% | -11.13% | |
| 6 | MYRG | Myr Group Inc/delaware | 股票-工业 | 3.78% | -0.36% | -19.47% | |
| 7 | UMBF | Umb Financial CORP | 股票-金融 | 3.75% | +0.26% | +19.96% | |
| 8 | DY | Dycom Industries Inc | 股票-工业 | 3.74% | +0.44% | -2.17% | |
| 9 | FCN | Fti Consulting Inc | 股票-工业 | 3.69% | -0.63% | +1035.52% | |
| 10 | LAUR | Laureate Education Inc | 股票-其他 | 3.54% | -2.23% | +50.55% | |
| 11 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 3.46% | -0.94% | -47.65% | |
| 12 | CVSA | Covista Inc | 股票-非周期性消费 | 3.25% | -0.24% | +2.55% | |
| 13 | TTEK | Tetra Tech Inc | 股票-工业 | 3.24% | -0.24% | +15.74% | |
| 14 | SHOO | Steven Madden LTD | 股票-其他 | 3.12% | +0.30% | +5.40% | |
| 15 | BLBD | Blue Bird CORP | 股票-其他 | 2.93% | +0.57% | +31.29% | |
| 16 | SKY | Champion Homes Inc | 股票-周期性消费 | 2.92% | +0.60% | -1.75% | |
| 17 | GOLF | Acushnet Holdings CORP | 股票-其他 | 2.86% | +0.24% | -3.42% | |
| 18 | FSS | Federal Signal CORP | 股票-工业 | 2.63% | +0.92% | +32.27% | |
| 19 | CASH | Pathward Financial Inc | 股票-其他 | 2.62% | -0.52% | +34.87% | |
| 20 | MGRC | Mcgrath Rentcorp | 股票-其他 | 2.60% | -0.15% | -2.16% | |
| 21 | ✓ | 股票-其他 | 2.50% | +0.48% | -1.91% | ||
| 22 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.26% | -0.16% | -0.85% | |
| 23 | CVCO | Cavco Industries Inc | 股票-周期性消费 | 2.16% | +0.77% | -2.20% | |
| 24 | KFY | Korn Ferry | 股票-工业 | 2.05% | -0.22% | -3.72% | |
| 25 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 2.05% | +0.13% | -6.17% | |
| 26 | LMB | Limbach Holdings Inc | 股票-其他 | 2.02% | -0.31% | -1.35% | |
| 27 | ICFI | Icf International Inc | 股票-其他 | 1.87% | -0.54% | -27.58% | |
| 28 | IDCC | Interdigital Inc | 股票-科技 | 1.70% | +1.20% | -3.09% | |
| 29 | PLUS | Eplus Inc | 股票-其他 | 1.69% | -0.12% | -2.97% | |
| 30 | ALG | Alamo Group Inc | 股票-其他 | 1.68% | -0.76% | +32.71% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.53% | -0.60% | — | |
| 32 | WLDN | Willdan Group Inc | 股票-其他 | 1.36% | +1.51% | — | |
| 33 | PRMB | Primo Brands CORP | 股票-非周期性消费 | 1.31% | +0.16% | -2.55% | |
| 34 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 1.29% | +1.58% | +4.28% | |
| 35 | CXT | Crane Nxt Co | 股票-工业 | 1.21% | +0.11% | -2.36% | |
| 36 | HURN | Huron Consulting Group Inc | 股票-其他 | 0.88% | -0.88% | EXIT | |
| 37 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.87% | +0.13% | -47.53% | |
| 38 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.81% | +0.73% | -2.43% | |
| 39 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.75% | -0.20% | -69.82% | |
| 40 | CLS | Celestica Inc | 股票-科技 | 0.56% | -0.50% | -45.42% | |
| 41 | CGAU | Centerra Gold Inc | 股票-其他 | 0.40% | +1.83% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FCN | Fti Consulting Inc | +3.4% | +1035.52% | 加仓 |
| 2 | LAUR | Laureate Education Inc | +1.3% | +50.55% | 加仓 |
| 3 | BLBD | Blue Bird CORP | +1.1% | +31.29% | 加仓 |
| 4 | CASH | Pathward Financial Inc | +1.1% | +34.87% | 加仓 |
| 5 | HASI | Ha Sustainable Infrastructur | +1% | +9.98% | 加仓 |
| 6 | FN | Fabrinet | +0.8% | +9.34% | 加仓 |
| 7 | MOD | Modine Manufacturing Co | +0.7% | -6.17% | 减仓 |
| 8 | FSS | Federal Signal CORP | +0.6% | +32.27% | 加仓 |
| 9 | UMBF | Umb Financial CORP | +0.6% | +19.96% | 加仓 |
| 10 | CVSA | Covista Inc | +0.4% | +2.55% | 加仓 |
| 11 | ALG | Alamo Group Inc | +0.4% | +32.71% | 加仓 |
| 12 | TTMI | Ttm Technologies | +0.4% | -21.64% | 减仓 |
| 13 | GOLF | Acushnet Holdings CORP | +0.3% | -3.42% | 减仓 |
| 14 | WLY | Wiley (john) & Sons-class A | +0.3% | +4.28% | 加仓 |
| 15 | SIMO | Silicon Motion Technol-adr | +0.3% | -11.13% | 减仓 |
| 16 | ✓ | +0.2% | -1.91% | 减仓 | |
| 17 | MYRG | Myr Group Inc/delaware | +0.1% | -19.47% | 减仓 |
| 18 | PRMB | Primo Brands CORP | +0.1% | -2.55% | 减仓 |
| 19 | TTEK | Tetra Tech Inc | +0.1% | +15.74% | 加仓 |
| 20 | GLD | Spdr Gold Shares | +0.1% | — | 不变 |
| 21 | MGRC | Mcgrath Rentcorp | +0.1% | -2.16% | 减仓 |
| 22 | OSIS | Osi Systems Inc | +0.1% | -2.23% | 减仓 |
| 23 | LKFN | Lakeland Financial CORP | 0% | -0.85% | 减仓 |
| 24 | LMB | Limbach Holdings Inc | 0% | -1.35% | 减仓 |
| 25 | DY | Dycom Industries Inc | -0.1% | -2.17% | 减仓 |
| 26 | IDCC | Interdigital Inc | -0.2% | -3.09% | 减仓 |
| 27 | UFPT | Ufp Technologies Inc | -0.2% | -2.43% | 减仓 |
| 28 | KFY | Korn Ferry | -0.2% | -3.72% | 减仓 |
| 29 | CXT | Crane Nxt Co | -0.2% | -2.36% | 减仓 |
| 30 | FIX | Comfort Systems USA Inc | -0.3% | -47.53% | 减仓 |
| 31 | PLUS | Eplus Inc | -0.4% | -2.97% | 减仓 |
| 32 | SKY | Champion Homes Inc | -0.5% | -1.75% | 减仓 |
| 33 | CLS | Celestica Inc | -0.5% | -45.42% | 减仓 |
| 34 | SHOO | Steven Madden LTD | -0.5% | +5.40% | 加仓 |
| 35 | CVCO | Cavco Industries Inc | -0.5% | -2.20% | 减仓 |
| 36 | TSEM | Tower Semiconductor Ltd. | -1% | -47.65% | 减仓 |
| 37 | ICFI | Icf International Inc | -1.5% | -27.58% | 减仓 |
| 38 | EXLS | Exlservice Holdings Inc | -2.7% | -69.82% | 减仓 |
| 39 | HURN | Huron Consulting Group Inc | -3.2% | -70.53% | 减仓 |
| 40 | WLDN | Willdan Group Inc | — | NEW | 新建仓 |
| 41 | LZ | Legalzoomcom Inc | — | EXIT | 清仓 |
| 42 | 1RG | Rev Group Inc | — | EXIT | 清仓 |
| 43 | ECG | Everus Construction Group | — | EXIT | 清仓 |
| 44 | CBZ | Cbiz Inc | — | EXIT | 清仓 |
| 45 | CGAU | Centerra Gold Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Neumeier Poma Investment Counsel LLC 在 Q1 2026 季度的美股持仓总市值约为 US$14.6亿，共申报了 41 个公开持股仓位。
在 Q1 2026 季度，Neumeier Poma Investment Counsel LLC 按市值排列的前三大核心持股分别为：HASI (4.6%)、OSIS (4.2%)、FN (4.1%)。其中最大持股仓位 HASI 占据整体投资组合约 4.6% 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
WLDN
市值: US$1651.1万
本季最大获利了结 / 清仓标的
LZ
前期市值: US$1586.3万
在 Q1 2026 季度中，Neumeier Poma Investment Counsel LLC 共进行了 44 项持仓异动，包含新建仓 2 个仓位、加仓 13 个仓位、减仓 25 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 WLDN。 本季清仓仓位包含 LZ。
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。