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$134.7亿
US$134.7亿
219 檔
15.7%
Q2 2026 季度申报显示，Wasatch Advisors LP 披露的美股组合总市值为 US$134.7亿，涵盖 219 个不同之权益投资仓位。
在 Q2 2026，Wasatch Advisors LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 96 个仓位并完全清仓 17 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，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 15.7%，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 219 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 | 4.71% | -0.11% | +10.52% | |
| 2 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.39% | +0.21% | +10.71% | |
| 3 | CAMT | Camtek Ltd. | 股票-其他 | 2.27% | -0.57% | -22.23% | |
| 4 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 2.24% | -0.42% | +36.77% | |
| 5 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 2.21% | -0.05% | -17.75% | |
| 6 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 2.19% | +1.08% | +45.87% | |
| 7 | SXI | Standex International CORP | 股票-其他 | 1.98% | -0.56% | -35.75% | |
| 8 | AAON | Aaon Inc | 股票-工业 | 1.94% | -0.12% | +3.10% | |
| 9 | GLBE | Global-E Online Ltd. | 股票-其他 | 1.88% | +0.65% | +28.13% | |
| 10 | NVMI | Nova Ltd. | 股票-其他 | 1.82% | -0.64% | -39.87% | |
| 11 | KAI | Kadant Inc | 股票-其他 | 1.79% | -0.09% | -16.35% | |
| 12 | LOAR | Loar Holdings Inc | 股票-其他 | 1.71% | -0.51% | -7.62% | |
| 13 | FROG | JFrog Ltd. | 股票-科技 | 1.71% | -0.61% | -30.91% | |
| 14 | OZK | Bank Ozk | 股票-金融 | 1.60% | -0.46% | -23.36% | |
| 15 | SKY | Champion Homes Inc | 股票-周期性消费 | 1.58% | +0.10% | +0.39% | |
| 16 | VVV | Valvoline Inc | 股票-周期性消费 | 1.57% | -0.44% | -24.03% | |
| 17 | CTS | Cts CORP | 股票-其他 | 1.54% | -0.06% | +80.53% | |
| 18 | PJT | Pjt Partners Inc - A | 股票-金融 | 1.46% | -0.03% | +79.28% | |
| 19 | RGEN | Repligen CORP | 股票-医疗保健 | 1.42% | -0.13% | +27.88% | |
| 20 | RLI | Rli CORP | 股票-金融 | 1.40% | +0.26% | +40.75% | |
| 21 | MC | Moelis & Co - Class A | 股票-金融 | 1.39% | -0.39% | -13.25% | |
| 22 | RBC | RBC Bearings Inc | 股票-工业 | 1.36% | -0.95% | -44.08% | |
| 23 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.34% | -0.03% | -1.61% | |
| 24 | ECG | Everus Construction Group | 股票-工业 | 1.30% | -0.24% | -60.34% | |
| 25 | CSW | Csw Industrials Inc | 股票-工业 | 1.26% | +0.01% | -20.67% | |
| 26 | TREX | Trex Company Inc | 股票-工业 | 1.23% | -0.05% | +6.23% | |
| 27 | UFPT | Ufp Technologies Inc | 股票-其他 | 1.19% | +0.03% | -12.10% | |
| 28 | XPEL | Xpel Inc | 股票-其他 | 1.18% | -0.05% | -5.05% | |
| 29 | BCPC | Balchem CORP | 股票-原材料 | 1.16% | -0.39% | -26.18% | |
| 30 | TBBB | BBB Foods Inc. | 股票-其他 | 1.16% | +0.37% | +3.41% | |
| 31 | FSS | Federal Signal CORP | 股票-工业 | 1.15% | -0.08% | -9.37% | |
| 32 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 1.11% | -0.05% | +105.70% | |
| 33 | NPO | Enpro Inc | 股票-工业 | 1.11% | -0.33% | -50.59% | |
| 34 | ESE | Esco Technologies Inc | 股票-科技 | 1.09% | -0.18% | +65.72% | |
| 35 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.09% | +0.17% | -31.92% | |
| 36 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 1.07% | -0.26% | +2.24% | |
| 37 | PLPC | Preformed Line Products Co | 股票-其他 | 1.01% | -0.17% | +234.28% | |
| 38 | PAY | Paymentus Holdings Inc-a | 股票-其他 | 0.98% | +1.07% | -21.64% | |
| 39 | COCO | Vita Coco Co Inc/the | 股票-其他 | 0.98% | +0.08% | -38.64% | |
| 40 | SITE | Siteone Landscape Supply Inc | 股票-工业 | 0.95% | -0.10% | -40.15% | |
| 41 | SAIA | Saia Inc | 股票-工业 | 0.94% | -0.54% | -51.65% | |
| 42 | SE | Sea Ltd-adr | 股票-通信服务 | 0.92% | +0.15% | -9.31% | |
| 43 | SNEX | Stonex Group Inc | 股票-金融 | 0.91% | +0.16% | — | |
| 44 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 0.90% | -0.23% | -20.45% | |
| 45 | FN | Fabrinet | 股票-科技 | 0.89% | -0.28% | -65.46% | |
| 46 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.86% | — | +5.72% | |
| 47 | UFPI | Ufp Industries Inc | 股票-原材料 | 0.83% | -0.11% | -31.58% | |
| 48 | NU | Nu Holdings Ltd. | 股票-金融 | 0.81% | +0.03% | -7.74% | |
| 49 | NOVT | Novanta Inc | 股票-其他 | 0.81% | +0.30% | -23.75% | |
| 50 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.78% | -0.07% | +20.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SNEX | Stonex Group Inc | +0.9% | NEW | 新建仓 |
| 2 | CTS | Cts CORP | +0.9% | +80.53% | 加仓 |
| 3 | CWST | Casella Waste Systems Inc-a | +0.9% | +36.77% | 加仓 |
| 4 | PLPC | Preformed Line Products Co | +0.8% | +234.28% | 加仓 |
| 5 | HQY | Healthequity Inc | +0.7% | +10.52% | 加仓 |
| 6 | PJT | Pjt Partners Inc - A | +0.7% | +79.28% | 加仓 |
| 7 | AAON | Aaon Inc | +0.7% | +3.10% | 加仓 |
| 8 | MRX | Marex Group plc | +0.6% | +883.62% | 加仓 |
| 9 | GLBE | Global-E Online Ltd. | +0.6% | +28.13% | 加仓 |
| 10 | ESE | Esco Technologies Inc | +0.6% | +65.72% | 加仓 |
| 11 | ALSN | Allison Transmission Holding | +0.5% | +105.70% | 加仓 |
| 12 | PDFS | Pdf Solutions Inc | +0.5% | +171.94% | 加仓 |
| 13 | HMN | Horace Mann Educators | +0.5% | NEW | 新建仓 |
| 14 | RGEN | Repligen CORP | +0.5% | +27.88% | 加仓 |
| 15 | BELFB | Bel Fuse Inc-cl B | +0.4% | +2.24% | 加仓 |
| 16 | SAIL | Sailpoint Inc | +0.4% | NEW | 新建仓 |
| 17 | RLI | Rli CORP | +0.4% | +40.75% | 加仓 |
| 18 | FROG | JFrog Ltd. | +0.4% | -30.91% | 减仓 |
| 19 | LOAR | Loar Holdings Inc | +0.4% | -7.62% | 减仓 |
| 20 | TREX | Trex Company Inc | +0.4% | +6.23% | 加仓 |
| 21 | OLLI | Ollie's Bargain Outlet Holdi | +0.4% | +45.87% | 加仓 |
| 22 | ✓ | +0.4% | NEW | 新建仓 | |
| 23 | PTRN | Pattern Group Inc-cl A | +0.3% | +28.36% | 加仓 |
| 24 | CMPR | Cimpress plc | +0.3% | NEW | 新建仓 |
| 25 | FLYW | Flywire Corp-voting | +0.3% | NEW | 新建仓 |
| 26 | MMYT | MakeMyTrip Limited | +0.3% | +5.72% | 加仓 |
| 27 | SKWD | Skyward Specialty Insurance | +0.3% | +198.48% | 加仓 |
| 28 | RAL | Ralliant CORP | +0.3% | NEW | 新建仓 |
| 29 | SKY | Champion Homes Inc | +0.2% | +0.39% | 加仓 |
| 30 | BLLN | Billiontoone Inc Cl A | +0.2% | +40.16% | 加仓 |
| 31 | TBBB | BBB Foods Inc. | +0.2% | +3.41% | 加仓 |
| 32 | AESI | Atlas Energy Solutions Inc | +0.2% | NEW | 新建仓 |
| 33 | UFPT | Ufp Technologies Inc | +0.2% | -12.10% | 减仓 |
| 34 | AGYS | Agilysys Inc | +0.2% | -1.71% | 减仓 |
| 35 | BROS | Dutch Bros Inc-class A | +0.2% | +17.82% | 加仓 |
| 36 | ROAD | Construction Partners Inc-a | +0.2% | +20.57% | 加仓 |
| 37 | PNTG | Pennant Group Inc/the | +0.2% | +31.82% | 加仓 |
| 38 | FTDR | Frontdoor Inc | +0.2% | -0.12% | 减仓 |
| 39 | RDVT | Red Violet Inc | +0.2% | -2.29% | 减仓 |
| 40 | NTSK | Netskope Inc-cl A | +0.2% | NEW | 新建仓 |
| 41 | ✓ | +0.2% | NEW | 新建仓 | |
| 42 | TARS | Tarsus Pharmaceuticals Inc | +0.2% | NEW | 新建仓 |
| 43 | MD | Pediatrix Medical Group Inc | +0.1% | +21.87% | 加仓 |
| 44 | SCSC | Scansource Inc | +0.1% | -2.58% | 减仓 |
| 45 | ORN | Orion Group Holdings Inc | +0.1% | +21.56% | 加仓 |
| 46 | ATEN | A10 Networks Inc | +0.1% | NEW | 新建仓 |
| 47 | TATT | TAT Technologies Ltd. | +0.1% | +35.08% | 加仓 |
| 48 | ✓ | +0.1% | NEW | 新建仓 | |
| 49 | ADPT | Adaptive Biotechnologies | +0.1% | NEW | 新建仓 |
| 50 | SNOW | Snowflake Inc | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wasatch Advisors LP 在 Q2 2026 季度的美股持仓总市值约为 US$134.7亿，共申报了 219 个公开持股仓位。
在 Q2 2026 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分别为：HQY (4.7%)、ENSG (2.4%)、CAMT (2.3%)。其中最大持股仓位 HQY 占据整体投资组合约 4.7% 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
SNEX
市值: US$1.4亿
本季最大获利了结 / 清仓标的
Inter & Co Inc
前期市值: US$1.2亿
在 Q2 2026 季度中，Wasatch Advisors LP 共进行了 194 项持仓异动，包含新建仓 24 个仓位、加仓 57 个仓位、减仓 96 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 SNEX。 本季清仓仓位包含 Inter & Co Inc。
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。
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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。