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: 0001085936
申报总市值
US$50.2亿
US$50.2亿
247 檔
8.6%
在 Q1 2026 的 13F 官方备案中，Systematic Financial Management LP 管理的美股投资组合规模来到 US$50.2亿，整体持股档数为 247 档。
在 Q1 2026，Systematic Financial Management LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 136 个仓位并完全清仓 8 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，Systematic Financial Management LP 的前 5 大核心持股（包含 TSEM, MGY, MLI 等）合计占整体申报市值的 8.6%，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 247 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 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 2.21% | -0.52% | -15.66% | |
| 2 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 2.04% | -0.62% | -4.27% | |
| 3 | MLI | Mueller Industries Inc | 股票-工业 | 1.99% | -0.11% | -4.21% | |
| 4 | EME | Emcor Group Inc | 股票-工业 | 1.94% | -0.31% | -10.41% | |
| 5 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 1.76% | +0.06% | +2.58% | |
| 6 | NWE | Northwestern Energy Group In | 股票-公用事业 | 1.71% | -0.11% | -2.39% | |
| 7 | ADEA | Adeia Inc | 股票-其他 | 1.48% | +0.15% | -7.09% | |
| 8 | GVA | Granite Construction Inc | 股票-工业 | 1.44% | +0.18% | -1.98% | |
| 9 | OSIS | Osi Systems Inc | 股票-科技 | 1.33% | -0.39% | -6.01% | |
| 10 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 1.30% | +1.05% | -13.06% | |
| 11 | MKSI | Mks Inc | 股票-科技 | 1.28% | +0.42% | -8.57% | |
| 12 | PIPR | Piper Sandler Cos | 股票-金融 | 1.27% | -0.25% | — | |
| 13 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 1.26% | -0.03% | -0.68% | |
| 14 | TRST | Trustco Bank CORP Ny | 股票-其他 | 1.17% | +0.03% | -0.66% | |
| 15 | REX | Rex American Resources CORP | 股票-其他 | 1.16% | -0.23% | -6.61% | |
| 16 | WBS | Webster Financial CORP | 股票-金融 | 1.16% | -0.28% | -28.66% | |
| 17 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 1.14% | +0.08% | -1.27% | |
| 18 | WAFD | Wafd Inc | 股票-其他 | 1.11% | +0.08% | -1.23% | |
| 19 | INVA | Innoviva Inc | 股票-其他 | 1.08% | -0.16% | -4.28% | |
| 20 | MSGE | Madison Square Garden Entert | 股票-其他 | 1.07% | +0.17% | -7.95% | |
| 21 | LYTS | Lsi Industries Inc | 股票-其他 | 1.07% | +0.19% | -1.99% | |
| 22 | SF | Stifel Financial CORP | 股票-金融 | 1.05% | -0.19% | +49.11% | |
| 23 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.99% | -0.10% | +1.28% | |
| 24 | COHU | Cohu Inc | 股票-其他 | 0.98% | +0.75% | -9.07% | |
| 25 | OVV | Ovintiv Inc | 股票-能源 | 0.98% | -0.31% | -2.39% | |
| 26 | URBN | Urban Outfitters Inc | 股票-周期性消费 | 0.97% | -0.04% | -0.10% | |
| 27 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.95% | -0.89% | -38.47% | |
| 28 | SBRA | Sabra Health Care Reit Inc | 股票-房地产 | 0.95% | -0.12% | -2.60% | |
| 29 | PFS | Provident Financial Services | 股票-其他 | 0.95% | -0.07% | -0.92% | |
| 30 | DCOM | Dime Commercial Bancshares I | 股票-其他 | 0.94% | +0.02% | -2.79% | |
| 31 | COHR | Coherent CORP | 股票-科技 | 0.93% | -0.91% | -23.21% | |
| 32 | EG | Everest Group, Ltd. | 股票-金融 | 0.90% | -0.09% | +3.29% | |
| 33 | UMBF | Umb Financial CORP | 股票-金融 | 0.90% | +0.07% | +0.18% | |
| 34 | COLB | Columbia Banking System Inc | 股票-金融 | 0.84% | -0.02% | +4.02% | |
| 35 | ONTO | Onto Innovation Inc | 股票-科技 | 0.84% | +0.08% | -9.38% | |
| 36 | RRX | Regal Rexnord CORP | 股票-工业 | 0.83% | +0.11% | -2.40% | |
| 37 | EBC | Eastern Bankshares Inc | 股票-其他 | 0.83% | -0.05% | -2.92% | |
| 38 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 0.80% | +0.20% | -2.92% | |
| 39 | BBT | Beacon Financial CORP | 股票-其他 | 0.78% | -0.14% | -1.12% | |
| 40 | FRME | First Merchants CORP | 股票-其他 | 0.77% | -0.03% | +10.75% | |
| 41 | POR | Portland General Electric Co | 股票-公用事业 | 0.76% | -0.03% | -2.07% | |
| 42 | TPR | Tapestry Inc | 股票-周期性消费 | 0.76% | -0.08% | -3.20% | |
| 43 | CMC | Commercial Metals Co | 股票-工业 | 0.74% | -0.08% | -3.66% | |
| 44 | ANF | Abercrombie & Fitch Co-cl A | 股票-周期性消费 | 0.73% | -0.12% | -2.43% | |
| 45 | NX | Quanex Building Products | 股票-其他 | 0.73% | -0.06% | +0.14% | |
| 46 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.72% | +0.01% | -4.82% | |
| 47 | ORI | Old Republic Intl CORP | 股票-金融 | 0.72% | -0.12% | -2.66% | |
| 48 | EXEL | Exelixis Inc | 股票-医疗保健 | 0.70% | — | -28.18% | |
| 49 | DOC | Healthpeak Properties Inc | 股票-房地产 | 0.69% | +0.10% | +10.34% | |
| 50 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.69% | +0.08% | -1.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MGY | Magnolia Oil & Gas CORP - A | +0.5% | -4.27% | 减仓 |
| 2 | TSEM | Tower Semiconductor Ltd. | +0.4% | -15.66% | 减仓 |
| 3 | ADEA | Adeia Inc | +0.3% | -7.09% | 减仓 |
| 4 | OVV | Ovintiv Inc | +0.3% | -2.39% | 减仓 |
| 5 | MKSI | Mks Inc | +0.3% | -8.57% | 减仓 |
| 6 | REX | Rex American Resources CORP | +0.3% | -6.61% | 减仓 |
| 7 | HLX | Helix Energy Solutions Group | +0.2% | -1.29% | 减仓 |
| 8 | LXU | Lsb Industries Inc | +0.2% | -7.43% | 减仓 |
| 9 | NE | Noble Corporation plc | +0.2% | -5.78% | 减仓 |
| 10 | MSGS | Madison Square Garden Sports | +0.2% | -1.27% | 减仓 |
| 11 | DK | Delek US Holdings Inc | +0.2% | -2.75% | 减仓 |
| 12 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +2.58% | 加仓 |
| 13 | RRX | Regal Rexnord CORP | +0.2% | -2.40% | 减仓 |
| 14 | LRN | Stride Inc | +0.2% | -0.55% | 减仓 |
| 15 | ITRI | Itron Inc | +0.2% | +75.18% | 加仓 |
| 16 | IPGP | Ipg Photonics CORP | +0.1% | +4.94% | 加仓 |
| 17 | COHU | Cohu Inc | +0.1% | -9.07% | 减仓 |
| 18 | SPHR | Sphere Entertainment Co | +0.1% | -2.92% | 减仓 |
| 19 | ONTO | Onto Innovation Inc | +0.1% | -9.38% | 减仓 |
| 20 | VVX | V2x Inc | +0.1% | -1.82% | 减仓 |
| 21 | WTTR | Select Water Solutions Inc | +0.1% | -5.64% | 减仓 |
| 22 | EME | Emcor Group Inc | +0.1% | -10.41% | 减仓 |
| 23 | SPB | Spectrum Brands Holdings Inc | +0.1% | -2.39% | 减仓 |
| 24 | NX | Quanex Building Products | +0.1% | +0.14% | 加仓 |
| 25 | VSH | Vishay Intertechnology Inc | +0.1% | -3.02% | 减仓 |
| 26 | SUPN | Supernus Pharmaceuticals Inc | +0.1% | +23.62% | 加仓 |
| 27 | SDRL | Seadrill Limited | +0.1% | -2.24% | 减仓 |
| 28 | APEI | American Public Education | +0.1% | -6.45% | 减仓 |
| 29 | INVA | Innoviva Inc | +0.1% | -4.28% | 减仓 |
| 30 | FRME | First Merchants CORP | +0.1% | +10.75% | 加仓 |
| 31 | ICFI | Icf International Inc | +0.1% | +84.92% | 加仓 |
| 32 | KLIC | Kulicke & Soffa Industries | +0.1% | -4.72% | 减仓 |
| 33 | IMKTA | Ingles Markets Inc-class A | +0.1% | -3.36% | 减仓 |
| 34 | MLR | Miller Industries Inc/tenn | +0.1% | +1.30% | 加仓 |
| 35 | HP | Helmerich & Payne | +0.1% | -3.24% | 减仓 |
| 36 | UTZ | Utz Brands Inc | +0.1% | +195.46% | 加仓 |
| 37 | FCBC | First Community Bankshares | +0.1% | -1.66% | 减仓 |
| 38 | BBT | Beacon Financial CORP | +0.1% | -1.12% | 减仓 |
| 39 | SFD | Smithfield Foods Inc | +0.1% | -0.57% | 减仓 |
| 40 | SILC | Silicom Ltd. | +0.1% | -2.47% | 减仓 |
| 41 | DCOM | Dime Commercial Bancshares I | +0.1% | -2.79% | 减仓 |
| 42 | DOC | Healthpeak Properties Inc | +0.1% | +10.34% | 加仓 |
| 43 | OCFC | Oceanfirst Financial CORP | +0.1% | +15.10% | 加仓 |
| 44 | CAG | Conagra Brands Inc | +0.1% | +433.71% | 加仓 |
| 45 | CENX | Century Aluminum Company | +0.1% | -5.29% | 减仓 |
| 46 | AKAM | Akamai Technologies Inc | +0.1% | +35.88% | 加仓 |
| 47 | PLOW | Douglas Dynamics Inc | +0.1% | -2.41% | 减仓 |
| 48 | TNK | Teekay Tankers Ltd. | +0.1% | -11.73% | 减仓 |
| 49 | NHC | National Healthcare CORP | +0.1% | -2.11% | 减仓 |
| 50 | AMN | Amn Healthcare Services Inc | +0.1% | +25.87% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Systematic Financial Management LP 在 Q1 2026 季度的美股持仓总市值约为 US$50.2亿，共申报了 247 个公开持股仓位。
在 Q1 2026 季度，Systematic Financial Management LP 按市值排列的前三大核心持股分别为：TSEM (2.2%)、MGY (2.0%)、MLI (2.0%)。其中最大持股仓位 TSEM 占据整体投资组合约 2.2% 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$5527.1万
本季最大获利了结 / 清仓标的
62C
前期市值: US$6362.0万
在 Q1 2026 季度中，Systematic Financial Management LP 共进行了 195 项持仓异动，包含新建仓 7 个仓位、加仓 44 个仓位、减仓 136 个仓位以及清仓 8 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。