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: 0001356783
申报总市值
US$7.2亿
US$7.2亿
155 檔
7.9%
在 Q1 2026 的 13F 官方备案中，Phocas Financial Corp. 管理的美股投资组合规模来到 US$7.2亿，整体持股档数为 155 档。
在 Q1 2026，Phocas Financial Corp. 展现出较为审慎的避险与获利了结姿态。本季共减仓 101 个仓位并完全清仓 15 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，Phocas Financial Corp. 的前 5 大核心持股（包含 AMRX, CASH, AIR 等）合计占整体申报市值的 7.9%，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 | AMRX | Amneal Pharmaceuticals Inc | 股票-其他 | 1.96% | +0.01% | -21.85% | |
| 2 | CASH | Pathward Financial Inc | 股票-其他 | 1.82% | -0.33% | -21.78% | |
| 3 | AIR | Aar CORP | 股票-工业 | 1.74% | +0.17% | -21.73% | |
| 4 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.72% | -0.05% | -35.89% | |
| 5 | SNEX | Stonex Group Inc | 股票-金融 | 1.72% | -0.02% | -0.19% | |
| 6 | DCO | Ducommun Inc | 股票-其他 | 1.72% | +0.47% | -21.85% | |
| 7 | ABCB | Ameris Bancorp | 股票-金融 | 1.67% | -0.04% | -21.75% | |
| 8 | COLB | Columbia Banking System Inc | 股票-金融 | 1.60% | -0.03% | -21.83% | |
| 9 | SKYW | Skywest Inc | 股票-工业 | 1.57% | -0.14% | -21.97% | |
| 10 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 1.48% | -0.31% | -21.84% | |
| 11 | PFBC | Preferred Bank/los Angeles | 股票-其他 | 1.45% | -0.03% | -21.73% | |
| 12 | ✓ | National Energy Services Reu | 股票-其他 | 1.40% | +0.23% | -22.00% | |
| 13 | TRNO | Terreno Realty CORP | 股票-房地产 | 1.36% | -0.16% | -21.97% | |
| 14 | BKH | Black Hills CORP | 股票-公用事业 | 1.31% | -0.13% | -22.21% | |
| 15 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 1.31% | -0.12% | -21.77% | |
| 16 | FRME | First Merchants CORP | 股票-其他 | 1.29% | -0.07% | -21.83% | |
| 17 | FNB | Fnb CORP | 股票-金融 | 1.29% | -0.06% | -21.77% | |
| 18 | T86 | Tri Pointe Homes Inc | 股票-其他 | 1.21% | -1.21% | EXIT | |
| 19 | CHRD | Chord Energy CORP | 股票-能源 | 1.20% | -0.40% | -25.81% | |
| 20 | SANM | Sanmina CORP | 股票-科技 | 1.18% | -0.21% | -22.04% | |
| 21 | R | Ryder System Inc | 股票-工业 | 1.13% | +0.09% | -21.85% | |
| 22 | CRS | Carpenter Technology | 股票-工业 | 1.12% | +0.35% | -21.98% | |
| 23 | MTRN | Materion CORP | 股票-其他 | 1.10% | +0.81% | -22.00% | |
| 24 | TKR | Timken Co | 股票-工业 | 1.10% | +0.23% | -22.04% | |
| 25 | PRIM | Primoris Services CORP | 股票-工业 | 1.09% | -1.09% | EXIT | |
| 26 | OTTR | Otter Tail CORP | 股票-工业 | 1.05% | -0.14% | -21.70% | |
| 27 | MTDR | Matador Resources Co | 股票-能源 | 1.05% | -0.36% | — | |
| 28 | AM | Antero Midstream CORP | 股票-能源 | 1.02% | -0.16% | -21.75% | |
| 29 | NFG | National Fuel Gas Co | 股票-能源 | 1.02% | -0.32% | -22.21% | |
| 30 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 1.01% | -1.01% | EXIT | |
| 31 | ONB | Old National Bancorp | 股票-金融 | 1.00% | -0.01% | -21.78% | |
| 32 | IDA | Idacorp Inc | 股票-公用事业 | 0.99% | -0.11% | -21.99% | |
| 33 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.99% | -0.32% | -25.12% | |
| 34 | TDS | Telephone And Data Systems | 股票-通信服务 | 0.99% | -0.26% | — | |
| 35 | RHP | Ryman Hospitality Properties | 股票-房地产 | 0.98% | +0.17% | -21.38% | |
| 36 | ALRS | Alerus Financial CORP | 股票-其他 | 0.97% | +0.56% | -21.97% | |
| 37 | CVSA | Covista Inc | 股票-非周期性消费 | 0.97% | -0.09% | -57.48% | |
| 38 | NGS | Natural Gas Services Group | 股票-其他 | 0.96% | -0.04% | +271.88% | |
| 39 | NPO | Enpro Inc | 股票-工业 | 0.96% | +0.25% | -21.78% | |
| 40 | TXNM | Txnm Energy Inc | 股票-公用事业 | 0.95% | -0.18% | -19.80% | |
| 41 | SAH | Sonic Automotive Inc-class A | 股票-其他 | 0.94% | +0.04% | -21.85% | |
| 42 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 0.93% | +0.31% | +56.23% | |
| 43 | TEX | Terex CORP | 股票-工业 | 0.92% | +0.03% | — | |
| 44 | MKSI | Mks Inc | 股票-科技 | 0.92% | +0.13% | -65.22% | |
| 45 | URBN | Urban Outfitters Inc | 股票-周期性消费 | 0.91% | -0.06% | +40.11% | |
| 46 | FFIN | First Finl Bankshares Inc | 股票-金融 | 0.90% | -0.01% | +66.17% | |
| 47 | KTB | Kontoor Brands Inc | 股票-周期性消费 | 0.90% | -0.01% | -21.94% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.90% | +0.01% | — | |
| 49 | EFSC | Enterprise Financial Service | 股票-其他 | 0.89% | +0.02% | -21.83% | |
| 50 | OPCH | Option Care Health Inc | 股票-医疗保健 | 0.88% | -0.30% | +59.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NGS | Natural Gas Services Group | +0.8% | +271.88% | 加仓 |
| 2 | AVNT | Avient CORP | +0.7% | +185.26% | 加仓 |
| 3 | KN | Knowles CORP | +0.4% | +213.59% | 加仓 |
| 4 | FFIN | First Finl Bankshares Inc | +0.4% | +66.17% | 加仓 |
| 5 | AUB | Atlantic Union Bankshares Co | +0.4% | +56.23% | 加仓 |
| 6 | VIAV | Viavi Solutions Inc | +0.4% | -22.02% | 减仓 |
| 7 | T86 | Tri Pointe Homes Inc | +0.4% | -21.73% | 减仓 |
| 8 | OPCH | Option Care Health Inc | +0.3% | +59.93% | 加仓 |
| 9 | AIR | Aar CORP | +0.3% | -21.73% | 减仓 |
| 10 | CHRD | Chord Energy CORP | +0.3% | -25.81% | 减仓 |
| 11 | ✓ | National Energy Services Reu | +0.3% | -22.00% | 减仓 |
| 12 | DCO | Ducommun Inc | +0.3% | -21.85% | 减仓 |
| 13 | CASH | Pathward Financial Inc | +0.3% | -21.78% | 减仓 |
| 14 | URBN | Urban Outfitters Inc | +0.3% | +40.11% | 加仓 |
| 15 | MGY | Magnolia Oil & Gas CORP - A | +0.2% | -25.12% | 减仓 |
| 16 | SLG | Sl Green Realty CORP | +0.2% | +36.32% | 加仓 |
| 17 | CRGY | Crescent Energy Inc-a | +0.2% | -22.04% | 减仓 |
| 18 | CRS | Carpenter Technology | +0.2% | -21.98% | 减仓 |
| 19 | AM | Antero Midstream CORP | +0.2% | -21.75% | 减仓 |
| 20 | TKR | Timken Co | +0.1% | -22.04% | 减仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | — | 不变 |
| 22 | BDC | Belden Inc | +0.1% | -2.85% | 减仓 |
| 23 | NFG | National Fuel Gas Co | +0.1% | -22.21% | 减仓 |
| 24 | MTRN | Materion CORP | +0.1% | -22.00% | 减仓 |
| 25 | NPO | Enpro Inc | +0.1% | -21.78% | 减仓 |
| 26 | CRC | California Resources CORP | +0.1% | -22.17% | 减仓 |
| 27 | AAP | Advance Auto Parts Inc | +0.1% | -21.90% | 减仓 |
| 28 | PRIM | Primoris Services CORP | +0.1% | -22.05% | 减仓 |
| 29 | KTB | Kontoor Brands Inc | +0.1% | -21.94% | 减仓 |
| 30 | IDA | Idacorp Inc | +0.1% | -21.99% | 减仓 |
| 31 | JNJ | Johnson & Johnson | +0.1% | -3.06% | 减仓 |
| 32 | ETN | Eaton Corporation plc | +0.1% | — | 不变 |
| 33 | NVDA | Nvidia CORP | +0.1% | — | 不变 |
| 34 | SAH | Sonic Automotive Inc-class A | 0% | -21.85% | 减仓 |
| 35 | SCHX | Schwab US Large-cap ETF | 0% | -5.07% | 减仓 |
| 36 | PBF | Pbf Energy Inc-class A | 0% | — | 不变 |
| 37 | BCRX | Biocryst Pharmaceuticals Inc | 0% | -22.03% | 减仓 |
| 38 | SNEX | Stonex Group Inc | 0% | -0.19% | 减仓 |
| 39 | AAPL | Apple Inc | 0% | -1.71% | 减仓 |
| 40 | CSD | Invesco S&p Spin-off ETF | 0% | — | 不变 |
| 41 | DOV | Dover CORP | 0% | — | 不变 |
| 42 | OTTR | Otter Tail CORP | 0% | -21.70% | 减仓 |
| 43 | BGC | Bgc Group Inc-a | 0% | -21.84% | 减仓 |
| 44 | SR | Spire Inc | 0% | -22.08% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | -2.96% | 减仓 |
| 46 | CRK | Comstock Resources Inc | 0% | — | 不变 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.24% | 减仓 |
| 48 | COST | Costco Wholesale CORP | 0% | — | 不变 |
| 49 | EQIX | Equinix Inc | 0% | -3.03% | 减仓 |
| 50 | SCHB | Schwab US Broad Market ETF | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Phocas Financial Corp. 在 Q1 2026 季度的美股持仓总市值约为 US$7.2亿，共申报了 155 个公开持股仓位。
在 Q1 2026 季度，Phocas Financial Corp. 按市值排列的前三大核心持股分别为：AMRX (2.0%)、CASH (1.8%)、AIR (1.7%)。其中最大持股仓位 AMRX 占据整体投资组合约 2.0% 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
MTDR
市值: US$667.3万
本季最大获利了结 / 清仓标的
TTMI
前期市值: US$1141.0万
在 Q1 2026 季度中，Phocas Financial Corp. 共进行了 146 项持仓异动，包含新建仓 22 个仓位、加仓 8 个仓位、减仓 101 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 MTDR。 本季清仓仓位包含 TTMI。
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。