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$43.4億
US$43.4億
265 檔
12.9%
Copeland Capital Management, LLC 在 Q2 2026 季度的美股部位總計估值為 US$43.4億，分散於 265 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2026 申報觀察，Copeland Capital Management, LLC 採取防禦導向的調倉策略，本季減碼 122 檔個股並出清 19 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 KLIC, PSMT, LFUS）累計市值佔比達 12.9%，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。
本季最大新建倉標的
KGS
市值: US$3576.5萬
本季最大獲利了結 / 清倉標的
USLM
前期市值: US$1876.4萬
僅顯示前 200 大持股（共 265 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 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 2.75% | -1.31% | -13.10% | |
| 2 | PSMT | Pricesmart Inc | 股票-非循環性消費 | 2.45% | -0.69% | -4.54% | |
| 3 | LFUS | Littelfuse Inc | 股票-科技 | 2.35% | -0.81% | -4.57% | |
| 4 | CGNX | Cognex CORP | 股票-科技 | 1.97% | -0.73% | -4.85% | |
| 5 | AAON | Aaon Inc | 股票-工業 | 1.96% | -0.61% | -4.75% | |
| 6 | YOU | Clear Secure Inc -class A | 股票-科技 | 1.93% | -0.23% | -4.18% | |
| 7 | VMI | Valmont Industries | 股票-工業 | 1.91% | -0.53% | -21.64% | |
| 8 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 1.87% | +0.33% | -4.13% | |
| 9 | HXL | Hexcel CORP | 股票-工業 | 1.80% | -0.62% | -4.69% | |
| 10 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.78% | +0.22% | -4.19% | |
| 11 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 1.65% | +0.11% | -3.59% | |
| 12 | NSSC | Napco Security Technologies | 股票-其他 | 1.57% | +0.14% | +0.39% | |
| 13 | EE | Excelerate Energy Inc-a | 股票-其他 | 1.54% | -0.12% | +24.55% | |
| 14 | TNL | Travel + Leisure Co | 股票-循環性消費 | 1.52% | -0.17% | -4.62% | |
| 15 | POWI | Power Integrations Inc | 股票-科技 | 1.52% | -0.50% | -33.21% | |
| 16 | WCC | Wesco International Inc | 股票-工業 | 1.51% | -0.91% | -33.70% | |
| 17 | BC | Brunswick CORP | 股票-循環性消費 | 1.47% | -0.25% | -4.62% | |
| 18 | HOMB | Home Bancshares Inc | 股票-金融 | 1.43% | +0.12% | -4.53% | |
| 19 | CTRE | Caretrust Reit Inc | 股票-房地產 | 1.41% | -0.02% | -3.90% | |
| 20 | MTRN | Materion CORP | 股票-其他 | 1.39% | -0.64% | -14.17% | |
| 21 | CHE | Chemed CORP | 股票-醫療保健 | 1.39% | +0.32% | -1.99% | |
| 22 | AZZ | Azz Inc | 股票-工業 | 1.39% | -0.08% | -4.93% | |
| 23 | LSTR | Landstar System Inc | 股票-工業 | 1.36% | -0.04% | -15.21% | |
| 24 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 1.31% | +0.01% | -2.13% | |
| 25 | MTDR | Matador Resources Co | 股票-能源 | 1.27% | +0.17% | -4.72% | |
| 26 | TRNO | Terreno Realty CORP | 股票-房地產 | 1.23% | +0.11% | -4.67% | |
| 27 | SXI | Standex International CORP | 股票-其他 | 1.22% | -1.20% | -30.98% | |
| 28 | TPB | Turning Point Brands Inc | 股票-其他 | 1.20% | -0.24% | +69.53% | |
| 29 | CNS | Cohen & Steers Inc | 股票-其他 | 1.20% | +0.06% | -4.45% | |
| 30 | PATK | Patrick Industries Inc | 股票-循環性消費 | 1.19% | -1.19% | +14.95% | |
| 31 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 1.19% | +0.67% | +0.56% | |
| 32 | PRDO | Perdoceo Education CORP | 股票-其他 | 1.16% | +0.34% | -4.54% | |
| 33 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.12% | +0.16% | -4.97% | |
| 34 | UFPI | Ufp Industries Inc | 股票-原物料 | 1.08% | -0.10% | +34.48% | |
| 35 | KBR | Kbr Inc | 股票-工業 | 1.02% | +0.23% | +4.95% | |
| 36 | FSV | Firstservice CORP | 股票-其他 | 1.02% | +0.13% | -5.46% | |
| 37 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.99% | +0.22% | +31.95% | |
| 38 | OLED | Universal Display CORP | 股票-科技 | 0.99% | +0.10% | -4.79% | |
| 39 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 0.94% | — | -2.86% | |
| 40 | TILE | Interface Inc | 股票-其他 | 0.91% | -0.21% | +44074.18% | |
| 41 | KFRC | Kforce Inc | 股票-其他 | 0.89% | -0.89% | EXIT | |
| 42 | WING | Wingstop Inc | 股票-循環性消費 | 0.88% | -0.01% | -6.08% | |
| 43 | PEGA | Pegasystems Inc | 股票-科技 | 0.87% | +0.49% | +25.23% | |
| 44 | KWR | Quaker Chemical Corporation | 股票-其他 | 0.84% | +0.07% | -2.63% | |
| 45 | WSC | Willscot Holdings CORP | 股票-工業 | 0.80% | -0.29% | -2.48% | |
| 46 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 0.79% | -0.17% | -25.48% | |
| 47 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.79% | +0.69% | -3.83% | |
| 48 | IRMD | Iradimed CORP | 股票-其他 | 0.77% | -0.01% | +9.05% | |
| 49 | RS | Reliance Inc | 股票-原物料 | 0.75% | -0.72% | -22.41% | |
| 50 | MSA | Msa Safety Inc | 股票-工業 | 0.74% | +0.08% | +16.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KLIC | Kulicke & Soffa Industries | +1.1% | -13.10% | 減碼 |
| 2 | TILE | Interface Inc | +0.9% | +44074.18% | 加碼 |
| 3 | KGS | Kodiak Gas Services Inc | +0.7% | NEW | 新建倉 |
| 4 | BMI | Badger Meter Inc | +0.6% | +19090500.00% | 加碼 |
| 5 | MTRN | Materion CORP | +0.5% | -14.17% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.5% | NEW | 新建倉 |
| 7 | AAON | Aaon Inc | +0.5% | -4.75% | 減碼 |
| 8 | KFRC | Kforce Inc | +0.5% | +39.32% | 加碼 |
| 9 | IWR | Ishares Russell Mid-cap ETF | +0.5% | NEW | 新建倉 |
| 10 | CGNX | Cognex CORP | +0.5% | -4.85% | 減碼 |
| 11 | FCFS | Firstcash Holdings Inc | +0.4% | NEW | 新建倉 |
| 12 | WLFC | Willis Lease Finance CORP | +0.4% | NEW | 新建倉 |
| 13 | TPB | Turning Point Brands Inc | +0.4% | +69.53% | 加碼 |
| 14 | GTX | Garrett Motion Inc | +0.4% | NEW | 新建倉 |
| 15 | SOLS | Solstice Adv Materials Inc | +0.4% | NEW | 新建倉 |
| 16 | ABM | Abm Industries Inc | +0.4% | NEW | 新建倉 |
| 17 | LFUS | Littelfuse Inc | +0.4% | -4.57% | 減碼 |
| 18 | EE | Excelerate Energy Inc-a | +0.4% | +24.55% | 加碼 |
| 19 | PSMT | Pricesmart Inc | +0.3% | -4.54% | 減碼 |
| 20 | BPOP | Popular Inc | +0.3% | +1280.93% | 加碼 |
| 21 | WSC | Willscot Holdings CORP | +0.3% | -2.48% | 減碼 |
| 22 | AYI | Acuity Inc | +0.3% | +91.39% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.2% | +4.67% | 加碼 |
| 24 | MORN | Morningstar Inc | +0.2% | +69.76% | 加碼 |
| 25 | UFPI | Ufp Industries Inc | +0.2% | +34.48% | 加碼 |
| 26 | FANG | Diamondback Energy Inc | +0.2% | +719.62% | 加碼 |
| 27 | AGM | Federal Agric Mtg Corp-cl C | +0.2% | -2.86% | 減碼 |
| 28 | SNX | TD Synnex CORP | +0.2% | -2.87% | 減碼 |
| 29 | CHE | Chemed CORP | +0.2% | -1.99% | 減碼 |
| 30 | KNSL | Kinsale Capital Group Inc | +0.2% | +31.95% | 加碼 |
| 31 | HXL | Hexcel CORP | +0.1% | -4.69% | 減碼 |
| 32 | AZZ | Azz Inc | +0.1% | -4.93% | 減碼 |
| 33 | NXRT | Nexpoint Residential | +0.1% | +23.53% | 加碼 |
| 34 | KWR | Quaker Chemical Corporation | +0.1% | -2.63% | 減碼 |
| 35 | HSTM | Healthstream Inc | +0.1% | -2.22% | 減碼 |
| 36 | RHP | Ryman Hospitality Properties | +0.1% | -6.87% | 減碼 |
| 37 | MSA | Msa Safety Inc | +0.1% | +16.12% | 加碼 |
| 38 | SFBS | Servisfirst Bancshares Inc | +0.1% | -2.13% | 減碼 |
| 39 | WH | Wyndham Hotels & Resorts Inc | +0.1% | +20.43% | 加碼 |
| 40 | VMI | Valmont Industries | +0.1% | -21.64% | 減碼 |
| 41 | CNS | Cohen & Steers Inc | +0.1% | -4.45% | 減碼 |
| 42 | APH | Amphenol Corp-cl A | +0.1% | -1.51% | 減碼 |
| 43 | ORCL | Oracle CORP | +0.1% | +94.35% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.13% | 減碼 |
| 45 | ATR | Aptargroup Inc | +0.1% | +26.68% | 加碼 |
| 46 | VRT | Vertiv Holdings Co-a | +0.1% | -3.20% | 減碼 |
| 47 | YOU | Clear Secure Inc -class A | 0% | -4.18% | 減碼 |
| 48 | LLY | Eli Lilly & Co | 0% | -9.87% | 減碼 |
| 49 | BC | Brunswick CORP | 0% | -4.62% | 減碼 |
| 50 | ALG | Alamo Group Inc | 0% | +14.19% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Copeland Capital Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$43.4億，共申報了 265 個公開持股部位。
在 Q2 2026 季度，Copeland Capital Management, LLC 按市值排列的前三大核心持股分別為：KLIC (2.8%)、PSMT (2.5%)、LFUS (2.4%)。其中最大持股部位 KLIC 佔據整體投資組合約 2.8% 的權重。
在 Q2 2026 季度中，Copeland Capital Management, LLC 共進行了 200 項持倉異動，包含新建倉 23 個部位、加碼 36 個部位、減碼 122 個部位以及清倉 19 個部位。 其中最大新建倉標的為 KGS。 本季清倉部位包含 USLM。
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。
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。
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。