13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001541743
申報總市值
US$48.7億
US$48.7億
257 檔
10.0%
在 Q1 2026 申報期間，Copeland Capital Management, LLC（CIK: 0001541743）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$48.7億，共持有 257 個公開申報部位。
數據顯示 Copeland Capital Management, LLC 於 Q1 2026 季度持續回收資金，對 115 個既有部位進行裁減並清倉 14 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 ENSG, PSMT, LMAT）累計市值佔比達 10.0%，是驅動 Copeland Capital Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 257 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.66% | -0.79% | -7.48% | |
| 2 | PSMT | Pricesmart Inc | 股票-非循環性消費 | 2.14% | +0.31% | -2.22% | |
| 3 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 2.11% | -0.46% | -2.06% | |
| 4 | LFUS | Littelfuse Inc | 股票-科技 | 1.99% | +0.36% | -12.23% | |
| 5 | WCC | Wesco International Inc | 股票-工業 | 1.96% | -0.45% | -11.62% | |
| 6 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.92% | -0.14% | +16.75% | |
| 7 | YOU | Clear Secure Inc -class A | 股票-科技 | 1.89% | +0.04% | -21.51% | |
| 8 | MTDR | Matador Resources Co | 股票-能源 | 1.83% | -0.56% | -8.56% | |
| 9 | VMI | Valmont Industries | 股票-工業 | 1.83% | +0.08% | -2.35% | |
| 10 | NSSC | Napco Security Technologies | 股票-其他 | 1.76% | -0.19% | +41.41% | |
| 11 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 1.68% | +1.07% | -22.09% | |
| 12 | HXL | Hexcel CORP | 股票-工業 | 1.66% | +0.14% | -2.25% | |
| 13 | TNL | Travel + Leisure Co | 股票-循環性消費 | 1.56% | -0.04% | -8.90% | |
| 14 | PRDO | Perdoceo Education CORP | 股票-其他 | 1.53% | -0.37% | +8.00% | |
| 15 | HOMB | Home Bancshares Inc | 股票-金融 | 1.53% | -0.10% | -2.30% | |
| 16 | CGNX | Cognex CORP | 股票-科技 | 1.52% | +0.45% | -1.03% | |
| 17 | POWI | Power Integrations Inc | 股票-科技 | 1.50% | +0.02% | +12.60% | |
| 18 | AAON | Aaon Inc | 股票-工業 | 1.45% | +0.51% | -1.54% | |
| 19 | BC | Brunswick CORP | 股票-循環性消費 | 1.44% | +0.03% | -1.79% | |
| 20 | CTRE | Caretrust Reit Inc | 股票-房地產 | 1.44% | -0.03% | -2.11% | |
| 21 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 1.39% | -0.21% | +6.45% | |
| 22 | PATK | Patrick Industries Inc | 股票-循環性消費 | 1.39% | -0.20% | +17.64% | |
| 23 | SXI | Standex International CORP | 股票-其他 | 1.36% | -0.14% | -2.05% | |
| 24 | LSTR | Landstar System Inc | 股票-工業 | 1.35% | +0.01% | -1.01% | |
| 25 | TRNO | Terreno Realty CORP | 股票-房地產 | 1.32% | -0.09% | -1.79% | |
| 26 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.32% | -0.20% | -2.07% | |
| 27 | AZZ | Azz Inc | 股票-工業 | 1.27% | +0.12% | -1.72% | |
| 28 | CHE | Chemed CORP | 股票-醫療保健 | 1.24% | +0.15% | +7.57% | |
| 29 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 1.22% | +0.09% | — | |
| 30 | OLED | Universal Display CORP | 股票-科技 | 1.19% | -0.20% | +15.50% | |
| 31 | EE | Excelerate Energy Inc-a | 股票-其他 | 1.18% | +0.36% | +44.98% | |
| 32 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 1.18% | -0.39% | -2.45% | |
| 33 | FSV | Firstservice CORP | 股票-其他 | 1.14% | -0.12% | +6.50% | |
| 34 | KBR | Kbr Inc | 股票-工業 | 1.12% | -0.10% | +4.36% | |
| 35 | CNS | Cohen & Steers Inc | 股票-其他 | 1.12% | +0.08% | -0.03% | |
| 36 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.12% | -0.33% | -3.50% | |
| 37 | PEGA | Pegasystems Inc | 股票-科技 | 1.06% | -0.19% | — | |
| 38 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.95% | -0.47% | -20.80% | |
| 39 | WING | Wingstop Inc | 股票-循環性消費 | 0.91% | -0.03% | -3.28% | |
| 40 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.88% | +0.20% | -1.10% | |
| 41 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 0.86% | -0.85% | -43.43% | |
| 42 | RS | Reliance Inc | 股票-原物料 | 0.85% | -0.10% | -3.40% | |
| 43 | MTRN | Materion CORP | 股票-其他 | 0.85% | +0.54% | -13.02% | |
| 44 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.84% | +0.15% | -16.78% | |
| 45 | STE | STERIS plc | 股票-醫療保健 | 0.83% | -0.15% | -3.85% | |
| 46 | NYT | New York Times Co-a | 股票-通訊服務 | 0.82% | -0.23% | -2.73% | |
| 47 | TPB | Turning Point Brands Inc | 股票-其他 | 0.79% | +0.41% | +99.43% | |
| 48 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 0.78% | +0.16% | -1.79% | |
| 49 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.77% | -0.77% | -1.51% | |
| 50 | IRMD | Iradimed CORP | 股票-其他 | 0.77% | — | -12.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | POWI | Power Integrations Inc | +0.6% | +12.60% | 加碼 |
| 2 | LMAT | Lemaitre Vascular Inc | +0.5% | -2.06% | 減碼 |
| 3 | EE | Excelerate Energy Inc-a | +0.5% | +44.98% | 加碼 |
| 4 | MTDR | Matador Resources Co | +0.5% | -8.56% | 減碼 |
| 5 | NSSC | Napco Security Technologies | +0.4% | +41.41% | 加碼 |
| 6 | ALG | Alamo Group Inc | +0.4% | +189.29% | 加碼 |
| 7 | PRDO | Perdoceo Education CORP | +0.4% | +8.00% | 加碼 |
| 8 | CGNX | Cognex CORP | +0.4% | -1.03% | 減碼 |
| 9 | PSMT | Pricesmart Inc | +0.4% | -2.22% | 減碼 |
| 10 | LFUS | Littelfuse Inc | +0.3% | -12.23% | 減碼 |
| 11 | TPB | Turning Point Brands Inc | +0.3% | +99.43% | 加碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.3% | +906.03% | 加碼 |
| 13 | WAB | Wabtec CORP | +0.2% | +861.45% | 加碼 |
| 14 | EBAY | Ebay Inc | +0.2% | +980.27% | 加碼 |
| 15 | PATK | Patrick Industries Inc | +0.2% | +17.64% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.2% | +857.77% | 加碼 |
| 17 | KLIC | Kulicke & Soffa Industries | +0.2% | -22.09% | 減碼 |
| 18 | SXI | Standex International CORP | +0.2% | -2.05% | 減碼 |
| 19 | ENSG | Ensign Group Inc/the | +0.2% | -7.48% | 減碼 |
| 20 | AZZ | Azz Inc | +0.2% | -1.72% | 減碼 |
| 21 | YOU | Clear Secure Inc -class A | +0.1% | -21.51% | 減碼 |
| 22 | HSTM | Healthstream Inc | +0.1% | +43.85% | 加碼 |
| 23 | KFRC | Kforce Inc | +0.1% | +51.50% | 加碼 |
| 24 | LSTR | Landstar System Inc | +0.1% | -1.01% | 減碼 |
| 25 | ESQ | Esquire Financial Holdings I | +0.1% | +14.72% | 加碼 |
| 26 | NYT | New York Times Co-a | +0.1% | -2.73% | 減碼 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +35.75% | 加碼 |
| 28 | EHC | Encompass Health CORP | +0.1% | +16.75% | 加碼 |
| 29 | BSY | Bentley Systems Inc-class B | +0.1% | +36.93% | 加碼 |
| 30 | HXL | Hexcel CORP | +0.1% | -2.25% | 減碼 |
| 31 | AAON | Aaon Inc | +0.1% | -1.54% | 減碼 |
| 32 | AAPL | Apple Inc | +0.1% | +25.78% | 加碼 |
| 33 | NVT | nVent Electric plc | +0.1% | -2.57% | 減碼 |
| 34 | DTM | Dt Midstream Inc | +0.1% | -2.54% | 減碼 |
| 35 | DGX | Quest Diagnostics Inc | +0.1% | -2.69% | 減碼 |
| 36 | LNG | Cheniere Energy Inc | +0.1% | -7.03% | 減碼 |
| 37 | NDSN | Nordson CORP | +0.1% | -2.29% | 減碼 |
| 38 | ROST | Ross Stores Inc | 0% | -5.77% | 減碼 |
| 39 | CASY | Casey's General Stores Inc | 0% | -20.80% | 減碼 |
| 40 | TRNO | Terreno Realty CORP | 0% | -1.79% | 減碼 |
| 41 | WH | Wyndham Hotels & Resorts Inc | 0% | -1.39% | 減碼 |
| 42 | USPH | U.s. Physical Therapy Inc | 0% | +6.45% | 加碼 |
| 43 | BWXT | Bwx Technologies Inc | 0% | -3.02% | 減碼 |
| 44 | ATR | Aptargroup Inc | 0% | +3.81% | 加碼 |
| 45 | INTU | Intuit Inc | 0% | +65.70% | 加碼 |
| 46 | WINA | Winmark CORP | 0% | -1.80% | 減碼 |
| 47 | COST | Costco Wholesale CORP | 0% | -6.13% | 減碼 |
| 48 | MSI | Motorola Solutions Inc | 0% | -6.07% | 減碼 |
| 49 | CSL | Carlisle Cos Inc | 0% | -1.01% | 減碼 |
| 50 | MSFT | Microsoft CORP | 0% | +34.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Copeland Capital Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$48.7億，共申報了 257 個公開持股部位。
在 Q1 2026 季度，Copeland Capital Management, LLC 按市值排列的前三大核心持股分別為：ENSG (2.7%)、PSMT (2.1%)、LMAT (2.1%)。其中最大持股部位 ENSG 佔據整體投資組合約 2.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SFBS
市值: US$5487.9萬
本季最大獲利了結 / 清倉標的
ODFL
前期市值: US$650.9萬
在 Q1 2026 季度中，Copeland Capital Management, LLC 共進行了 194 項持倉異動，包含新建倉 15 個部位、加碼 50 個部位、減碼 115 個部位以及清倉 14 個部位。 其中最大新建倉標的為 SFBS。 本季清倉部位包含 ODFL。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。