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: 0000201772
申報總市值
US$7.6億
US$7.6億
306 檔
9.4%
Essex Investment Management Co LLC 在 Q1 2026 季度的美股部位總計估值為 US$7.6億，分散於 306 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Essex Investment Management Co LLC 在獲利結算 24 檔個股的同時，將資本重新部署至 26 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 TSEM, LINC, STRL）累計市值佔比達 9.4%，是驅動 Essex Investment Management Co 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 306 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 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 3.22% | +0.38% | -39.82% | |
| 2 | LINC | Lincoln Educational Services | 股票-其他 | 2.29% | -0.07% | -8.62% | |
| 3 | STRL | Sterling Infrastructure Inc | 股票-工業 | 2.07% | -0.29% | -28.26% | |
| 4 | KNSA | Kiniksa Pharmaceuticals International, plc | 股票-其他 | 1.90% | +0.12% | -0.68% | |
| 5 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 1.85% | -0.05% | -2.60% | |
| 6 | DRS | Leonardo Drs Inc | 股票-工業 | 1.84% | -0.44% | +1.79% | |
| 7 | KTOS | Kratos Defense & Security | 股票-工業 | 1.77% | -0.77% | -16.48% | |
| 8 | GSAT | Globalstar Inc | 股票-其他 | 1.74% | -1.74% | EXIT | |
| 9 | INSM | Insmed Inc | 股票-醫療保健 | 1.62% | -1.02% | +0.41% | |
| 10 | GHM | Graham CORP | 股票-其他 | 1.60% | -0.09% | -8.81% | |
| 11 | MIRM | Mirum Pharmaceuticals Inc | 股票-其他 | 1.58% | +0.04% | -2.67% | |
| 12 | CECO | Ceco Environmental CORP | 股票-其他 | 1.48% | +0.31% | +1.81% | |
| 13 | HCI | Hci Group Inc | 股票-其他 | 1.41% | -0.12% | -2.66% | |
| 14 | AGX | Argan Inc | 股票-工業 | 1.39% | +0.23% | -41.73% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.31% | -0.08% | -6.56% | |
| 16 | BWAY | Brainsway Ltd-adr | 股票-其他 | 1.30% | -0.10% | +103.35% | |
| 17 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.24% | -0.46% | -3.45% | |
| 18 | AMSC | American Superconductor CORP | 股票-其他 | 1.22% | -0.01% | +5.77% | |
| 19 | AMPX | Amprius Technologies Inc | 股票-其他 | 1.19% | -0.67% | -13.80% | |
| 20 | GEV | GE Vernova Inc | 股票-工業 | 1.15% | +0.12% | -3.30% | |
| 21 | PRIM | Primoris Services CORP | 股票-工業 | 1.09% | -1.09% | EXIT | |
| 22 | ADPT | Adaptive Biotechnologies | 股票-其他 | 1.08% | +0.25% | -20.96% | |
| 23 | TTI | Tetra Technologies Inc | 股票-其他 | 1.04% | +0.06% | +1.80% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.01% | -0.01% | -12.74% | |
| 25 | WLDN | Willdan Group Inc | 股票-其他 | 0.95% | -0.17% | +1.78% | |
| 26 | COHU | Cohu Inc | 股票-其他 | 0.93% | +0.34% | +1.78% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.16% | -10.34% | |
| 28 | MIR | Mirion Technologies Inc | 股票-工業 | 0.91% | -0.22% | +1.90% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.90% | -0.06% | -5.64% | |
| 30 | OII | Oceaneering Intl Inc | 股票-能源 | 0.89% | -0.09% | +1.89% | |
| 31 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.88% | -0.05% | -5.29% | |
| 32 | BVS | Bioventus Inc - A | 股票-其他 | 0.87% | -0.87% | EXIT | |
| 33 | MAMA | Mama's Creations Inc | 股票-其他 | 0.83% | -0.07% | +1.80% | |
| 34 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.83% | -0.18% | -6.21% | |
| 35 | PATK | Patrick Industries Inc | 股票-循環性消費 | 0.81% | +0.17% | +0.62% | |
| 36 | LYTS | Lsi Industries Inc | 股票-其他 | 0.81% | +0.22% | +1.80% | |
| 37 | ORN | Orion Group Holdings Inc | 股票-其他 | 0.80% | +0.18% | +2.67% | |
| 38 | NVCR | NovoCure Limited | 股票-醫療保健 | 0.78% | +0.09% | — | |
| 39 | TVTX | Travere Therapeutics Inc | 股票-其他 | 0.76% | +0.24% | +1.89% | |
| 40 | AIP | Arteris Inc | 股票-其他 | 0.76% | +1.01% | +1.81% | |
| 41 | AVPT | Avepoint Inc | 股票-其他 | 0.75% | +0.09% | -1.88% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.74% | +0.18% | -6.57% | |
| 43 | SNDX | Syndax Pharmaceuticals Inc | 股票-其他 | 0.74% | -0.74% | EXIT | |
| 44 | CXDO | Crexendo Inc | 股票-其他 | 0.73% | -0.03% | +1.80% | |
| 45 | ECG | Everus Construction Group | 股票-工業 | 0.71% | +0.08% | +1.89% | |
| 46 | XERS | Xeris Biopharma Holdings Inc | 股票-其他 | 0.69% | +0.05% | +1.80% | |
| 47 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.68% | -0.17% | -2.73% | |
| 48 | AMBA | Ambarella, Inc. | 股票-科技 | 0.67% | +0.23% | -1.74% | |
| 49 | XZO | Exzeo Group Inc | 股票-其他 | 0.67% | -0.08% | -1.02% | |
| 50 | FEIM | Frequency Electronics Inc | 股票-其他 | 0.65% | +0.12% | +1.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | +0.9% | -8.62% | 減碼 |
| 2 | AMPX | Amprius Technologies Inc | +0.6% | -13.80% | 減碼 |
| 3 | DRS | Leonardo Drs Inc | +0.5% | +1.79% | 加碼 |
| 4 | BVS | Bioventus Inc - A | +0.4% | +55.52% | 加碼 |
| 5 | BWAY | Brainsway Ltd-adr | +0.4% | +103.35% | 加碼 |
| 6 | OII | Oceaneering Intl Inc | +0.3% | +1.89% | 加碼 |
| 7 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.3% | -0.68% | 減碼 |
| 8 | CODA | Coda Octopus Group Inc | +0.3% | +713.94% | 加碼 |
| 9 | RPID | Rapid Micro Biosystems Inc-a | +0.3% | +1318.24% | 加碼 |
| 10 | GEV | GE Vernova Inc | +0.3% | -3.30% | 減碼 |
| 11 | AMSC | American Superconductor CORP | +0.3% | +5.77% | 加碼 |
| 12 | LPTH | Lightpath Technologies Inc-a | +0.3% | +429.33% | 加碼 |
| 13 | IDN | Intellicheck Inc | +0.3% | +67.09% | 加碼 |
| 14 | COHU | Cohu Inc | +0.3% | +1.78% | 加碼 |
| 15 | MIRM | Mirum Pharmaceuticals Inc | +0.2% | -2.67% | 減碼 |
| 16 | ECG | Everus Construction Group | +0.2% | +1.89% | 加碼 |
| 17 | GHM | Graham CORP | +0.2% | -8.81% | 減碼 |
| 18 | AEM | Agnico Eagle Mines LTD | +0.2% | -3.45% | 減碼 |
| 19 | GSAT | Globalstar Inc | +0.2% | -1.03% | 減碼 |
| 20 | PKE | Park Aerospace CORP | +0.2% | +1.80% | 加碼 |
| 21 | BKSY | Blacksky Technology Inc | +0.2% | +1.80% | 加碼 |
| 22 | MTDR | Matador Resources Co | +0.2% | +2.05% | 加碼 |
| 23 | DCBO | Docebo Inc | +0.1% | +70.66% | 加碼 |
| 24 | MAMA | Mama's Creations Inc | +0.1% | +1.80% | 加碼 |
| 25 | PRIM | Primoris Services CORP | +0.1% | -5.50% | 減碼 |
| 26 | LNG | Cheniere Energy Inc | +0.1% | -1.82% | 減碼 |
| 27 | BKR | Baker Hughes Co | +0.1% | -6.83% | 減碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | -6.57% | 減碼 |
| 29 | ORN | Orion Group Holdings Inc | +0.1% | +2.67% | 加碼 |
| 30 | LGND | Ligand Pharmaceuticals | +0.1% | -2.60% | 減碼 |
| 31 | XPRO | Expro Group Holdings N.V. | +0.1% | +1.90% | 加碼 |
| 32 | BWXT | Bwx Technologies Inc | +0.1% | -6.21% | 減碼 |
| 33 | CCLD | Carecloud Inc | +0.1% | +1.89% | 加碼 |
| 34 | ENPH | Enphase Energy Inc | +0.1% | +46.84% | 加碼 |
| 35 | NXT | Nextpower Inc-cl A | +0.1% | +23.11% | 加碼 |
| 36 | MASS | 908 Devices Inc | +0.1% | +1.78% | 加碼 |
| 37 | AMTB | Amerant Bancorp Inc | +0.1% | +1.77% | 加碼 |
| 38 | AIP | Arteris Inc | +0.1% | +1.81% | 加碼 |
| 39 | ON | On Semiconductor | +0.1% | +41.88% | 加碼 |
| 40 | BGC | Bgc Group Inc-a | +0.1% | +1.90% | 加碼 |
| 41 | CECO | Ceco Environmental CORP | +0.1% | +1.81% | 加碼 |
| 42 | AGX | Argan Inc | +0.1% | -41.73% | 減碼 |
| 43 | CARR | Carrier Global CORP | +0.1% | +43.09% | 加碼 |
| 44 | GENC | Gencor Industries Inc | +0.1% | +2.74% | 加碼 |
| 45 | SMTC | Semtech CORP | +0.1% | +1.89% | 加碼 |
| 46 | LYTS | Lsi Industries Inc | +0.1% | +1.80% | 加碼 |
| 47 | CTVA | Corteva Inc | +0.1% | -2.15% | 減碼 |
| 48 | RVSB | Riverview Bancorp Inc | +0.1% | +2.71% | 加碼 |
| 49 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | -6.11% | 減碼 |
| 50 | PATK | Patrick Industries Inc | +0.1% | +0.62% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Essex Investment Management Co LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.6億，共申報了 306 個公開持股部位。
在 Q1 2026 季度，Essex Investment Management Co LLC 按市值排列的前三大核心持股分別為：TSEM (3.2%)、LINC (2.3%)、STRL (2.1%)。其中最大持股部位 TSEM 佔據整體投資組合約 3.2% 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
NVCR
市值: US$493.1萬
本季最大獲利了結 / 清倉標的
BBNX
前期市值: US$663.6萬
在 Q1 2026 季度中，Essex Investment Management Co LLC 共進行了 189 項持倉異動，包含新建倉 26 個部位、加碼 69 個部位、減碼 70 個部位以及清倉 24 個部位。 其中最大新建倉標的為 NVCR。 本季清倉部位包含 BBNX。
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。