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: 0001895612
申报总市值
US$4.6亿
US$4.6亿
143 檔
15.5%
截至 Q1 2026 季度末，VELA Investment Management, LLC 的美股持仓估值约为 US$4.6亿，全数申报仓位共有 143 档。
在 Q1 2026，VELA Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 19 个新仓位，并对 68 个既有持股进行加仓（合计增持 87 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，VELA Investment Management, LLC 的前 5 大核心持股（包含 KEX, CRTO, WIX 等）合计占整体申报市值的 15.5%，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 | KEX | Kirby CORP | 股票-工业 | 4.51% | -0.72% | -3.99% | |
| 2 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 3.38% | -0.34% | +49.16% | |
| 3 | WIX | Wix.com Ltd. | 股票-科技 | 2.98% | -2.98% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.89% | +0.30% | -1.61% | |
| 5 | WOR | Worthington Enterprises Inc | 股票-其他 | 2.60% | +0.03% | +177.26% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.56% | +0.03% | +9.12% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.56% | -0.03% | -0.63% | |
| 8 | HUBG | Hub Group Inc-cl A | 股票-其他 | 2.51% | -0.02% | -5.37% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.07% | -0.27% | +11.31% | |
| 10 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.98% | — | -8.47% | |
| 11 | CSX | Csx CORP | 股票-工业 | 1.91% | -0.02% | +5.55% | |
| 12 | POOL | Pool CORP | 股票-工业 | 1.73% | -0.17% | +81.36% | |
| 13 | CSL | Carlisle Cos Inc | 股票-工业 | 1.61% | +0.16% | +33.75% | |
| 14 | WHD | Cactus Inc - A | 股票-其他 | 1.57% | +0.06% | -0.92% | |
| 15 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.49% | -0.16% | +1.26% | |
| 16 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.36% | +0.60% | +169.24% | |
| 17 | MUSA | Murphy USA Inc | 股票-周期性消费 | 1.35% | -0.23% | +22.19% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.35% | +0.07% | +17.14% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.23% | -0.75% | +54.45% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.19% | -0.19% | +1.10% | |
| 21 | GBX | Greenbrier Companies Inc | 股票-其他 | 1.15% | -0.12% | +2.78% | |
| 22 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.12% | +0.07% | -0.21% | |
| 23 | ALGN | Align Technology Inc | 股票-医疗保健 | 1.09% | -0.13% | +2.63% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.09% | +0.11% | +13.47% | |
| 25 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 1.07% | +0.14% | +23.31% | |
| 26 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.05% | — | -12.12% | |
| 27 | EPAM | Epam Systems Inc | 股票-科技 | 1.04% | -0.25% | +59.51% | |
| 28 | CPA | Copa Holdings, S.A. | 股票-其他 | 1.04% | +0.30% | +6.44% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | +0.46% | +8.26% | |
| 30 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.03% | +0.27% | +134.07% | |
| 31 | AR | Antero Resources CORP | 股票-能源 | 1.02% | -0.01% | -19.08% | |
| 32 | MOV | Movado Group Inc | 股票-其他 | 1.00% | -0.07% | -3.03% | |
| 33 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 0.97% | +0.24% | +52.49% | |
| 34 | SNCY | Sun Country Airlines Holding | 股票-其他 | 0.92% | -0.94% | EXIT | |
| 35 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.89% | -0.54% | -24.54% | |
| 36 | SYY | Sysco CORP | 股票-非周期性消费 | 0.86% | -0.86% | EXIT | |
| 37 | EFX | Equifax Inc | 股票-工业 | 0.85% | +0.03% | — | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.85% | +0.04% | -6.88% | |
| 39 | VVV | Valvoline Inc | 股票-周期性消费 | 0.84% | +0.08% | -18.68% | |
| 40 | BRKR | Bruker CORP | 股票-医疗保健 | 0.83% | +0.16% | -2.12% | |
| 41 | IPAR | Interparfums Inc | 股票-其他 | 0.83% | +0.22% | — | |
| 42 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.81% | -0.02% | -35.77% | |
| 43 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 0.78% | -0.03% | — | |
| 44 | LMB | Limbach Holdings Inc | 股票-其他 | 0.77% | — | — | |
| 45 | PFGC | Performance Food Group Co | 股票-非周期性消费 | 0.77% | +0.17% | +25.58% | |
| 46 | NFG | National Fuel Gas Co | 股票-能源 | 0.76% | +0.02% | +35.88% | |
| 47 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.73% | +0.36% | +97.02% | |
| 48 | BKR | Baker Hughes Co | 股票-能源 | 0.72% | -0.11% | -0.69% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.07% | -1.37% | |
| 50 | AGO | Assured Guaranty Ltd. | 股票-金融 | 0.67% | -0.05% | +1.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WOR | Worthington Enterprises Inc | +1.6% | +170.48% | 加仓 |
| 2 | EFX | Equifax Inc | +0.8% | NEW | 新建仓 |
| 3 | IPAR | Interparfums Inc | +0.8% | NEW | 新建仓 |
| 4 | JKHY | Jack Henry & Associates Inc | +0.8% | +162.98% | 加仓 |
| 5 | LW | Lamb Weston Holdings Inc | +0.8% | NEW | 新建仓 |
| 6 | LMB | Limbach Holdings Inc | +0.8% | NEW | 新建仓 |
| 7 | CRTO | Criteo Sa-spon Adr | +0.7% | +46.17% | 加仓 |
| 8 | POOL | Pool CORP | +0.6% | +76.81% | 加仓 |
| 9 | KEX | Kirby CORP | +0.5% | -5.40% | 减仓 |
| 10 | ESNT | Essent Group Ltd. | +0.5% | NEW | 新建仓 |
| 11 | HLI | Houlihan Lokey Inc | +0.5% | NEW | 新建仓 |
| 12 | WIX | Wix.com Ltd. | +0.5% | +39.05% | 加仓 |
| 13 | JNJ | Johnson & Johnson | +0.5% | +11.31% | 加仓 |
| 14 | BKNG | Booking Holdings Inc | +0.5% | +134.07% | 加仓 |
| 15 | XLE | Ss Energy Select Sector | +0.4% | NEW | 新建仓 |
| 16 | CSL | Carlisle Cos Inc | +0.4% | +29.92% | 加仓 |
| 17 | MUSA | Murphy USA Inc | +0.4% | +18.41% | 加仓 |
| 18 | AGM | Federal Agric Mtg Corp-cl C | +0.4% | +376.79% | 加仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +100.00% | 加仓 |
| 20 | EHC | Encompass Health CORP | +0.3% | +90.07% | 加仓 |
| 21 | ETSY | Etsy Inc | +0.3% | +138.27% | 加仓 |
| 22 | AZN | AstraZeneca PLC | +0.3% | NEW | 新建仓 |
| 23 | CSX | Csx CORP | +0.3% | +5.55% | 加仓 |
| 24 | NFG | National Fuel Gas Co | +0.3% | +31.46% | 加仓 |
| 25 | TDW | Tidewater Inc | +0.3% | -1.99% | 加仓 |
| 26 | BATRK | Atlanta Braves Holdings In-c | +0.2% | +18.21% | 加仓 |
| 27 | GIL | Gildan Activewear Inc | +0.2% | +46.32% | 加仓 |
| 28 | DECK | Deckers Outdoor CORP | +0.2% | +64.82% | 加仓 |
| 29 | ADSK | Autodesk Inc | +0.2% | +101.97% | 加仓 |
| 30 | SLV | Ishares Silver Trust | +0.2% | NEW | 新建仓 |
| 31 | BKR | Baker Hughes Co | +0.2% | -0.69% | 减仓 |
| 32 | ACN | Accenture plc | +0.1% | +54.45% | 加仓 |
| 33 | PRCT | Procept Biorobotics CORP | +0.1% | +83.61% | 加仓 |
| 34 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建仓 |
| 35 | IMKTA | Ingles Markets Inc-class A | +0.1% | +1.33% | 加仓 |
| 36 | NFLX | Netflix Inc | +0.1% | NEW | 新建仓 |
| 37 | IONS | Ionis Pharmaceuticals Inc | +0.1% | +150.00% | 加仓 |
| 38 | GBX | Greenbrier Companies Inc | +0.1% | -0.45% | 加仓 |
| 39 | SNCY | Sun Country Airlines Holding | +0.1% | +1.87% | 加仓 |
| 40 | OWL | Blue Owl Capital Inc | +0.1% | NEW | 新建仓 |
| 41 | MOV | Movado Group Inc | +0.1% | -3.03% | 减仓 |
| 42 | PFGC | Performance Food Group Co | +0.1% | +25.58% | 加仓 |
| 43 | MA | Mastercard Inc - A | +0.1% | NEW | 新建仓 |
| 44 | GLOB | Globant S.A. | +0.1% | +102.98% | 加仓 |
| 45 | ALGN | Align Technology Inc | +0.1% | +0.53% | 加仓 |
| 46 | PAL | Proficient Auto Logistics In | +0.1% | +71.93% | 加仓 |
| 47 | TTC | Toro Co | +0.1% | -2.64% | 加仓 |
| 48 | DPZ | Domino's Pizza Inc | +0.1% | NEW | 新建仓 |
| 49 | PEP | Pepsico Inc | +0.1% | +1.10% | 加仓 |
| 50 | NI | Nisource Inc | +0.1% | +22.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，VELA Investment Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.6亿，共申报了 143 个公开持股仓位。
在 Q1 2026 季度，VELA Investment Management, LLC 按市值排列的前三大核心持股分别为：KEX (4.5%)、CRTO (3.4%)、WIX (3.0%)。其中最大持股仓位 KEX 占据整体投资组合约 4.5% 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
EFX
市值: US$352.5万
本季最大获利了结 / 清仓标的
SPY
前期市值: US$704.2万
在 Q1 2026 季度中，VELA Investment Management, LLC 共进行了 149 项持仓异动，包含新建仓 19 个仓位、加仓 68 个仓位、减仓 46 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 EFX。 本季清仓仓位包含 SPY。
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。