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: 0000814133
申报总市值
US$152.8亿
US$152.8亿
213 檔
14.2%
根据最新整理的 13F 季度数据集，Wasatch Advisors LP 于 Q1 2026 结束时的管理资产规模为 US$152.8亿。该机构在本季度申报了 213 档美股持仓，呈现出该时期的主要投资地图。
Wasatch Advisors LP 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 75 档持股的同时，亦同步清仓 25 档并减仓 80 档标的。
在资产配置集中度方面，Wasatch Advisors LP 的前 5 大核心持股（包含 HQY, ENSG, CAMT 等）合计占整体申报市值的 14.2%，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 213 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 | HQY | Healthequity Inc | 股票-医疗保健 | 4.00% | +0.71% | +9.31% | |
| 2 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.75% | -0.36% | -27.50% | |
| 3 | CAMT | Camtek Ltd. | 股票-其他 | 2.75% | -0.48% | -13.88% | |
| 4 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 2.47% | -0.26% | +19.38% | |
| 5 | NVMI | Nova Ltd. | 股票-其他 | 2.46% | -0.64% | -36.28% | |
| 6 | FN | Fabrinet | 股票-科技 | 2.44% | -1.55% | -14.56% | |
| 7 | ECG | Everus Construction Group | 股票-工业 | 2.37% | -1.07% | +39.67% | |
| 8 | SXI | Standex International CORP | 股票-其他 | 2.23% | -0.25% | -3.84% | |
| 9 | RBC | RBC Bearings Inc | 股票-工业 | 2.08% | -0.72% | -42.59% | |
| 10 | KAI | Kadant Inc | 股票-其他 | 2.02% | -0.23% | +13.73% | |
| 11 | SITE | Siteone Landscape Supply Inc | 股票-工业 | 1.88% | -0.93% | +1.60% | |
| 12 | OZK | Bank Ozk | 股票-金融 | 1.87% | -0.27% | -11.79% | |
| 13 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.83% | +0.36% | -5.51% | |
| 14 | VVV | Valvoline Inc | 股票-周期性消费 | 1.79% | -0.22% | -1.82% | |
| 15 | SAIA | Saia Inc | 股票-工业 | 1.65% | -0.71% | -3.45% | |
| 16 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.62% | -0.53% | +5.18% | |
| 17 | BCPC | Balchem CORP | 股票-原材料 | 1.60% | -0.44% | +20.45% | |
| 18 | NPO | Enpro Inc | 股票-工业 | 1.51% | -0.40% | -17.61% | |
| 19 | CSW | Csw Industrials Inc | 股票-工业 | 1.51% | -0.25% | +31.09% | |
| 20 | MC | Moelis & Co - Class A | 股票-金融 | 1.42% | -0.03% | +9.03% | |
| 21 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.41% | -0.07% | -0.79% | |
| 22 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 1.36% | +0.88% | -31.42% | |
| 23 | SKY | Champion Homes Inc | 股票-周期性消费 | 1.35% | +0.23% | +221.32% | |
| 24 | LOAR | Loar Holdings Inc | 股票-其他 | 1.34% | +0.37% | +14.49% | |
| 25 | PAY | Paymentus Holdings Inc-a | 股票-其他 | 1.33% | -0.35% | -7.67% | |
| 26 | GLBE | Global-E Online Ltd. | 股票-其他 | 1.32% | +0.56% | +33.96% | |
| 27 | FROG | JFrog Ltd. | 股票-科技 | 1.30% | +0.41% | +187.44% | |
| 28 | UFPI | Ufp Industries Inc | 股票-原材料 | 1.25% | -0.42% | +32.91% | |
| 29 | AAON | Aaon Inc | 股票-工业 | 1.25% | +0.69% | +23.85% | |
| 30 | FIVE | Five Below | 股票-周期性消费 | 1.24% | -0.86% | -35.50% | |
| 31 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 1.22% | -0.53% | -37.95% | |
| 32 | COCO | Vita Coco Co Inc/the | 股票-其他 | 1.17% | -0.19% | +80.34% | |
| 33 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.16% | -0.57% | +15.83% | |
| 34 | XPEL | Xpel Inc | 股票-其他 | 1.13% | +0.05% | +0.79% | |
| 35 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.12% | -0.60% | +23.87% | |
| 36 | PCOR | Procore Technologies Inc | 股票-科技 | 1.12% | -0.61% | -30.19% | |
| 37 | FSS | Federal Signal CORP | 股票-工业 | 1.08% | +0.07% | -11.18% | |
| 38 | UFPT | Ufp Technologies Inc | 股票-其他 | 1.00% | +0.19% | +5.61% | |
| 39 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 0.98% | -0.08% | +23.11% | |
| 40 | RLI | Rli CORP | 股票-金融 | 0.98% | +0.42% | +33.11% | |
| 41 | RGEN | Repligen CORP | 股票-医疗保健 | 0.97% | +0.45% | — | |
| 42 | TBBB | BBB Foods Inc. | 股票-其他 | 0.96% | +0.20% | +20.25% | |
| 43 | NU | Nu Holdings Ltd. | 股票-金融 | 0.96% | -0.15% | -1.52% | |
| 44 | SE | Sea Ltd-adr | 股票-通信服务 | 0.89% | +0.03% | +11.10% | |
| 45 | CNS | Cohen & Steers Inc | 股票-其他 | 0.87% | -0.28% | +4.80% | |
| 46 | TREX | Trex Company Inc | 股票-工业 | 0.86% | +0.37% | -1.80% | |
| 47 | ✓ | Inter & Co Inc | 股票-其他 | 0.80% | -0.80% | EXIT | |
| 48 | GWRE | Guidewire Software Inc | 股票-科技 | 0.80% | -0.10% | +28.95% | |
| 49 | NOVT | Novanta Inc | 股票-其他 | 0.78% | +0.03% | +54.57% | |
| 50 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.77% | +0.70% | +40.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ECG | Everus Construction Group | +1.3% | +39.67% | 加仓 |
| 2 | SKY | Champion Homes Inc | +0.9% | +221.32% | 加仓 |
| 3 | FROG | JFrog Ltd. | +0.8% | +187.44% | 加仓 |
| 4 | CAMT | Camtek Ltd. | +0.8% | -13.88% | 减仓 |
| 5 | COCO | Vita Coco Co Inc/the | +0.5% | +80.34% | 加仓 |
| 6 | BCPC | Balchem CORP | +0.5% | +20.45% | 加仓 |
| 7 | KAI | Kadant Inc | +0.5% | +13.73% | 加仓 |
| 8 | SXI | Standex International CORP | +0.5% | -3.84% | 减仓 |
| 9 | UFPI | Ufp Industries Inc | +0.4% | +32.91% | 加仓 |
| 10 | AAON | Aaon Inc | +0.4% | +23.85% | 加仓 |
| 11 | HQY | Healthequity Inc | +0.4% | +9.31% | 加仓 |
| 12 | VVV | Valvoline Inc | +0.4% | -1.82% | 减仓 |
| 13 | CSW | Csw Industrials Inc | +0.4% | +31.09% | 加仓 |
| 14 | SITE | Siteone Landscape Supply Inc | +0.3% | +1.60% | 加仓 |
| 15 | NOVT | Novanta Inc | +0.3% | +54.57% | 加仓 |
| 16 | MEDP | Medpace Holdings Inc | +0.3% | +19.38% | 加仓 |
| 17 | TBBB | BBB Foods Inc. | +0.3% | +20.25% | 加仓 |
| 18 | RLI | Rli CORP | +0.2% | +33.11% | 加仓 |
| 19 | AXGN | Axogen Inc | +0.2% | +101.11% | 加仓 |
| 20 | ROAD | Construction Partners Inc-a | +0.2% | +37.79% | 加仓 |
| 21 | SAIA | Saia Inc | +0.2% | -3.45% | 减仓 |
| 22 | WHD | Cactus Inc - A | +0.2% | +79.00% | 加仓 |
| 23 | BELFB | Bel Fuse Inc-cl B | +0.2% | +16.62% | 加仓 |
| 24 | FN | Fabrinet | +0.2% | -14.56% | 减仓 |
| 25 | UTI | Universal Technical Institut | +0.2% | +12.76% | 加仓 |
| 26 | PNTG | Pennant Group Inc/the | +0.2% | +143.15% | 加仓 |
| 27 | GLBE | Global-E Online Ltd. | +0.2% | +33.96% | 加仓 |
| 28 | FRPT | Freshpet Inc | +0.2% | +5.18% | 加仓 |
| 29 | PJT | Pjt Partners Inc - A | +0.2% | +40.44% | 加仓 |
| 30 | HLIO | Helios Technologies Inc | +0.2% | +35.38% | 加仓 |
| 31 | FND | Floor & Decor Holdings Inc-a | +0.1% | +23.11% | 加仓 |
| 32 | NPKI | Npk International Inc | +0.1% | +30.83% | 加仓 |
| 33 | CNS | Cohen & Steers Inc | +0.1% | +4.80% | 加仓 |
| 34 | NPO | Enpro Inc | +0.1% | -17.61% | 减仓 |
| 35 | TREX | Trex Company Inc | +0.1% | -1.80% | 减仓 |
| 36 | LOAR | Loar Holdings Inc | +0.1% | +14.49% | 加仓 |
| 37 | DXPE | Dxp Enterprises Inc | +0.1% | -16.04% | 减仓 |
| 38 | CDNL | Cardinal Infrastructure Gr-a | +0.1% | +1.33% | 加仓 |
| 39 | ESPR | Esperion Therapeutics Inc | +0.1% | +66.94% | 加仓 |
| 40 | WING | Wingstop Inc | +0.1% | +59.20% | 加仓 |
| 41 | SHAK | Shake Shack Inc - Class A | +0.1% | +16.48% | 加仓 |
| 42 | ARLO | Arlo Technologies Inc | +0.1% | +1.95% | 加仓 |
| 43 | PTRN | Pattern Group Inc-cl A | +0.1% | +21.78% | 加仓 |
| 44 | SFBS | Servisfirst Bancshares Inc | +0.1% | +14.59% | 加仓 |
| 45 | GWRE | Guidewire Software Inc | +0.1% | +28.95% | 加仓 |
| 46 | ALG | Alamo Group Inc | +0.1% | +4.51% | 加仓 |
| 47 | INDI | Indie Semiconductor Inc-a | +0.1% | +130.01% | 加仓 |
| 48 | LINC | Lincoln Educational Services | +0.1% | -30.33% | 减仓 |
| 49 | CTS | Cts CORP | +0.1% | -11.87% | 减仓 |
| 50 | CCC | Ccc Intelligent Solutions Ho | 0% | +23.87% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wasatch Advisors LP 在 Q1 2026 季度的美股持仓总市值约为 US$152.8亿，共申报了 213 个公开持股仓位。
在 Q1 2026 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分别为：HQY (4.0%)、ENSG (2.8%)、CAMT (2.8%)。其中最大持股仓位 HQY 占据整体投资组合约 4.0% 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
RGEN
市值: US$1.5亿
本季最大获利了结 / 清仓标的
CWAN
前期市值: US$2.0亿
在 Q1 2026 季度中，Wasatch Advisors LP 共进行了 194 项持仓异动，包含新建仓 14 个仓位、加仓 75 个仓位、减仓 80 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 RGEN。 本季清仓仓位包含 CWAN。
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。