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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001314440
申报总市值
US$93.3亿
US$93.3亿
173 檔
7.2%
根据最新整理的 13F 季度数据集，Stephens Investment Management Group LLC 于 Q1 2026 结束时的管理资产规模为 US$93.3亿。该机构在本季度申报了 173 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Stephens Investment Management Group LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 91 个仓位并完全清仓 12 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，Stephens Investment Management Group LLC 的前 5 大核心持股（包含 FCFS, RBC, FIVE 等）合计占整体申报市值的 7.2%，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 | FCFS | Firstcash Holdings Inc | 股票-金融 | 2.14% | -0.41% | -1.77% | |
| 2 | RBC | RBC Bearings Inc | 股票-工业 | 1.97% | -0.12% | -2.67% | |
| 3 | FIVE | Five Below | 股票-周期性消费 | 1.80% | -0.69% | -7.81% | |
| 4 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.68% | -0.82% | -18.47% | |
| 5 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.57% | -0.28% | -4.66% | |
| 6 | BWXT | Bwx Technologies Inc | 股票-工业 | 1.57% | -0.32% | -0.46% | |
| 7 | EXEL | Exelixis Inc | 股票-医疗保健 | 1.48% | +0.10% | -0.59% | |
| 8 | FTI | TechnipFMC plc | 股票-能源 | 1.46% | -0.26% | -6.71% | |
| 9 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.42% | -0.28% | +32.75% | |
| 10 | BURL | Burlington Stores Inc | 股票-周期性消费 | 1.38% | -0.18% | -18.23% | |
| 11 | LGND | Ligand Pharmaceuticals | 股票-医疗保健 | 1.35% | +0.26% | -1.27% | |
| 12 | DRS | Leonardo Drs Inc | 股票-工业 | 1.29% | -0.19% | +107.63% | |
| 13 | ECPG | Encore Capital Group Inc | 股票-其他 | 1.25% | -0.99% | -0.35% | |
| 14 | AVAV | Aerovironment Inc | 股票-工业 | 1.23% | -0.23% | +18.80% | |
| 15 | RGEN | Repligen CORP | 股票-医疗保健 | 1.22% | +0.15% | +14.98% | |
| 16 | PIPR | Piper Sandler Cos | 股票-金融 | 1.18% | -0.29% | — | |
| 17 | PLMR | Palomar Holdings Inc | 股票-金融 | 1.17% | -0.18% | +2.97% | |
| 18 | LYV | Live Nation Entertainment In | 股票-通信服务 | 1.16% | +0.01% | -0.40% | |
| 19 | EXE | Expand Energy CORP | 股票-能源 | 1.14% | -0.34% | -0.37% | |
| 20 | HEI-A | Heico Corp-class A | 股票-其他 | 1.14% | +0.01% | -2.94% | |
| 21 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 1.12% | -0.02% | +25.67% | |
| 22 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.12% | +0.29% | -0.52% | |
| 23 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 1.08% | +0.09% | -0.41% | |
| 24 | GWRE | Guidewire Software Inc | 股票-科技 | 1.08% | -0.30% | +2.99% | |
| 25 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 1.07% | -0.02% | +36.67% | |
| 26 | EVR | Evercore Inc - A | 股票-金融 | 1.06% | -0.02% | +6.02% | |
| 27 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.04% | +0.03% | -0.38% | |
| 28 | VRSK | Verisk Analytics Inc | 股票-工业 | 1.03% | -0.20% | +14.14% | |
| 29 | VIK | Viking Holdings Ltd | 股票-周期性消费 | 0.96% | -0.06% | -0.32% | |
| 30 | FN | Fabrinet | 股票-科技 | 0.96% | -0.18% | -2.76% | |
| 31 | SUPN | Supernus Pharmaceuticals Inc | 股票-医疗保健 | 0.96% | -0.22% | -3.92% | |
| 32 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.94% | -0.22% | +11.29% | |
| 33 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.94% | -0.33% | +0.81% | |
| 34 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.92% | -0.05% | +3.04% | |
| 35 | BE | Bloom Energy Corp- A | 股票-工业 | 0.92% | -0.02% | -0.47% | |
| 36 | MANH | Manhattan Associates Inc | 股票-科技 | 0.92% | -0.01% | +15.61% | |
| 37 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.91% | +0.01% | +9.12% | |
| 38 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.91% | +0.43% | +10.35% | |
| 39 | IRTC | Irhythm Holdings Inc | 股票-医疗保健 | 0.91% | -0.03% | +8.13% | |
| 40 | KRMN | Karman Holdings Inc | 股票-工业 | 0.89% | +0.02% | -36.16% | |
| 41 | CIEN | Ciena CORP | 股票-科技 | 0.88% | -0.35% | -45.79% | |
| 42 | P | Everpure Inc-a | 股票-科技 | 0.88% | +0.09% | -0.48% | |
| 43 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 0.87% | -0.02% | -0.56% | |
| 44 | KTOS | Kratos Defense & Security | 股票-工业 | 0.86% | — | -24.62% | |
| 45 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.85% | -0.22% | +8.17% | |
| 46 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 0.84% | -0.23% | -0.37% | |
| 47 | HUBB | Hubbell Inc | 股票-工业 | 0.84% | -0.07% | +9.66% | |
| 48 | RMD | Resmed Inc | 股票-医疗保健 | 0.84% | -0.74% | -0.31% | |
| 49 | ROK | Rockwell Automation Inc | 股票-工业 | 0.81% | +0.15% | -0.44% | |
| 50 | SITE | Siteone Landscape Supply Inc | 股票-工业 | 0.80% | -0.18% | -0.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DRS | Leonardo Drs Inc | +0.8% | +107.63% | 加仓 |
| 2 | FTI | TechnipFMC plc | +0.5% | -6.71% | 减仓 |
| 3 | VRT | Vertiv Holdings Co-a | +0.4% | -18.47% | 减仓 |
| 4 | RBC | RBC Bearings Inc | +0.4% | -2.67% | 减仓 |
| 5 | FCFS | Firstcash Holdings Inc | +0.4% | -1.77% | 减仓 |
| 6 | MTSI | Macom Technology Solutions H | +0.4% | -4.66% | 减仓 |
| 7 | BE | Bloom Energy Corp- A | +0.4% | -0.47% | 减仓 |
| 8 | MGY | Magnolia Oil & Gas CORP - A | +0.3% | +0.81% | 加仓 |
| 9 | ECPG | Encore Capital Group Inc | +0.3% | -0.35% | 减仓 |
| 10 | BWXT | Bwx Technologies Inc | +0.3% | -0.46% | 减仓 |
| 11 | VSEC | Vse CORP | +0.3% | +57.36% | 加仓 |
| 12 | LSCC | Lattice Semiconductor CORP | +0.3% | -0.52% | 减仓 |
| 13 | FIVE | Five Below | +0.3% | -7.81% | 减仓 |
| 14 | RMBS | Rambus Inc | +0.3% | +110.52% | 加仓 |
| 15 | GNRC | Generac Holdings Inc | +0.3% | -0.60% | 减仓 |
| 16 | CGNX | Cognex CORP | +0.2% | -0.57% | 减仓 |
| 17 | VNOM | Viper Energy Inc-cl A | +0.2% | +8.21% | 加仓 |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | +0.2% | +32.75% | 加仓 |
| 19 | MDB | Mongodb Inc | +0.2% | +187.91% | 加仓 |
| 20 | MEDP | Medpace Holdings Inc | +0.2% | +36.67% | 加仓 |
| 21 | HUBB | Hubbell Inc | +0.2% | +9.66% | 加仓 |
| 22 | POWI | Power Integrations Inc | +0.2% | -0.37% | 减仓 |
| 23 | AROC | Archrock Inc | +0.2% | -0.37% | 减仓 |
| 24 | ✓ | +0.2% | +38.62% | 加仓 | |
| 25 | TW | Tradeweb Markets Inc-class A | +0.2% | +8.17% | 加仓 |
| 26 | AR | Antero Resources CORP | +0.2% | -0.59% | 减仓 |
| 27 | SAIA | Saia Inc | +0.1% | +11.11% | 加仓 |
| 28 | FN | Fabrinet | +0.1% | -2.76% | 减仓 |
| 29 | VIRT | Virtu Financial Inc-class A | +0.1% | +27.52% | 加仓 |
| 30 | LYV | Live Nation Entertainment In | +0.1% | -0.40% | 减仓 |
| 31 | POWL | Powell Industries Inc | +0.1% | -22.18% | 减仓 |
| 32 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +7.24% | 加仓 |
| 33 | LGND | Ligand Pharmaceuticals | +0.1% | -1.27% | 减仓 |
| 34 | EZPW | Ezcorp Inc-cl A | +0.1% | -6.86% | 减仓 |
| 35 | TXRH | Texas Roadhouse Inc | +0.1% | +9.12% | 加仓 |
| 36 | MIR | Mirion Technologies Inc | +0.1% | +69.75% | 加仓 |
| 37 | BKR | Baker Hughes Co | +0.1% | -1.37% | 减仓 |
| 38 | ROST | Ross Stores Inc | +0.1% | -1.60% | 减仓 |
| 39 | BCPC | Balchem CORP | +0.1% | -0.51% | 减仓 |
| 40 | AAON | Aaon Inc | +0.1% | -0.34% | 减仓 |
| 41 | SITE | Siteone Landscape Supply Inc | +0.1% | -0.37% | 减仓 |
| 42 | SLAB | Silicon Laboratories Inc | +0.1% | -31.36% | 减仓 |
| 43 | AMSC | American Superconductor CORP | +0.1% | +77.08% | 加仓 |
| 44 | FANG | Diamondback Energy Inc | +0.1% | +9.66% | 加仓 |
| 45 | KEYS | Keysight Technologies In | +0.1% | -1.61% | 减仓 |
| 46 | ILMN | Illumina Inc | +0.1% | +13.66% | 加仓 |
| 47 | VIK | Viking Holdings Ltd | +0.1% | -0.32% | 减仓 |
| 48 | AMPX | Amprius Technologies Inc | +0.1% | -38.05% | 减仓 |
| 49 | LHX | L3harris Technologies Inc | +0.1% | -1.25% | 减仓 |
| 50 | MPWR | Monolithic Power Systems Inc | +0.1% | +8.36% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stephens Investment Management Group LLC 在 Q1 2026 季度的美股持仓总市值约为 US$93.3亿，共申报了 173 个公开持股仓位。
在 Q1 2026 季度，Stephens Investment Management Group LLC 按市值排列的前三大核心持股分别为：FCFS (2.1%)、RBC (2.0%)、FIVE (1.8%)。其中最大持股仓位 FCFS 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
PIPR
市值: US$8572.7万
本季最大获利了结 / 清仓标的
62C
前期市值: US$9479.2万
在 Q1 2026 季度中，Stephens Investment Management Group LLC 共进行了 175 项持仓异动，包含新建仓 9 个仓位、加仓 63 个仓位、减仓 91 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 PIPR。 本季清仓仓位包含 62C。
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。