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: 0001082917
申報總市值
US$128.0億
US$128.0億
1000 檔
5.8%
Q3 2025 季度申報顯示，GW&K Investment Management, LLC 揭露的美股組合總市值為 US$128.0億，涵蓋 1000 個不同之權益投資部位。
在 Q3 2025，GW&K Investment Management, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 110 個部位並完全清倉 12 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, RBC, FIX）占據了總市值的 5.8%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1000 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 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.11% | -1.83% | |
| 2 | RBC | RBC Bearings Inc | 股票-工業 | 1.36% | -0.22% | -7.10% | |
| 3 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.28% | -0.48% | -13.91% | |
| 4 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.26% | +0.25% | -6.23% | |
| 5 | LOPE | Grand Canyon Education Inc | 股票-非循環性消費 | 1.24% | -0.39% | -7.97% | |
| 6 | ITT | Itt Inc | 股票-工業 | 1.17% | -0.16% | -3.57% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | -0.12% | -30.33% | |
| 8 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.06% | +0.04% | -3.35% | |
| 9 | AEIS | Advanced Energy Industries | 股票-工業 | 1.05% | -0.03% | +51.51% | |
| 10 | APG | Api Group CORP | 股票-工業 | 0.99% | -0.13% | +33.83% | |
| 11 | GTES | Gates Industrial Corporation plc | 股票-工業 | 0.99% | +0.04% | -9.03% | |
| 12 | 62C | Piper Sandler Cos | 股票-其他 | 0.95% | — | -4.28% | |
| 13 | SF | Stifel Financial CORP | 股票-金融 | 0.94% | -0.17% | -8.89% | |
| 14 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.92% | +0.08% | -27.01% | |
| 15 | SPXC | Spx Technologies Inc | 股票-工業 | 0.91% | +0.18% | +41.02% | |
| 16 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.90% | -0.06% | -23.66% | |
| 17 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.90% | -0.24% | -3.91% | |
| 18 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.82% | +0.04% | -11.43% | |
| 19 | CVCO | Cavco Industries Inc | 股票-循環性消費 | 0.82% | +0.04% | -4.15% | |
| 20 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.81% | +0.21% | -31.97% | |
| 21 | IDA | Idacorp Inc | 股票-公用事業 | 0.78% | -0.09% | -3.79% | |
| 22 | UMBF | Umb Financial CORP | 股票-金融 | 0.78% | +0.05% | +19.98% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | -0.05% | -1.62% | |
| 24 | INSM | Insmed Inc | 股票-醫療保健 | 0.77% | -0.38% | -52.77% | |
| 25 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.76% | +0.04% | -7.89% | |
| 26 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.74% | +0.06% | -2.94% | |
| 27 | NDSN | Nordson CORP | 股票-工業 | 0.73% | -0.04% | -3.94% | |
| 28 | JBL | Jabil Inc | 股票-科技 | 0.71% | -0.15% | +32.47% | |
| 29 | PCOR | Procore Technologies Inc | 股票-科技 | 0.69% | -0.19% | +28.06% | |
| 30 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.68% | -0.08% | +14.65% | |
| 31 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.67% | -0.17% | -0.97% | |
| 32 | SAIL | Sailpoint Inc | 股票-其他 | 0.66% | +0.10% | +34.28% | |
| 33 | CGNX | Cognex CORP | 股票-科技 | 0.65% | +0.11% | -3.10% | |
| 34 | VOYA | Voya Financial Inc | 股票-金融 | 0.65% | +0.07% | -4.20% | |
| 35 | EXP | Eagle Materials Inc | 股票-原物料 | 0.64% | — | -3.70% | |
| 36 | ENTG | Entegris Inc | 股票-科技 | 0.63% | +0.22% | +25.63% | |
| 37 | FSS | Federal Signal CORP | 股票-工業 | 0.62% | +0.02% | -20.20% | |
| 38 | MTDR | Matador Resources Co | 股票-能源 | 0.62% | -0.33% | -7.09% | |
| 39 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.62% | -0.08% | -11.40% | |
| 40 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.62% | -0.09% | -4.09% | |
| 41 | RPM | Rpm International Inc | 股票-原物料 | 0.62% | -0.03% | -3.46% | |
| 42 | PRIM | Primoris Services CORP | 股票-工業 | 0.62% | -0.24% | -2.69% | |
| 43 | ADC | Agree Realty CORP | 股票-房地產 | 0.62% | -0.06% | -3.50% | |
| 44 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.61% | -0.08% | -3.60% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.02% | -2.06% | |
| 46 | POWL | Powell Industries Inc | 股票-工業 | 0.61% | -0.04% | +23.56% | |
| 47 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.60% | -0.17% | -11.14% | |
| 48 | T86 | Tri Pointe Homes Inc | 股票-其他 | 0.59% | -0.21% | EXIT | |
| 49 | NTRA | Natera Inc | 股票-醫療保健 | 0.59% | +0.06% | -3.51% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.58% | -0.03% | -0.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AEIS | Advanced Energy Industries | +0.8% | +51.51% | 加碼 |
| 2 | FIX | Comfort Systems USA Inc | +0.8% | -13.91% | 減碼 |
| 3 | JBL | Jabil Inc | +0.7% | +32.47% | 加碼 |
| 4 | SAIL | Sailpoint Inc | +0.6% | +34.28% | 加碼 |
| 5 | SPXC | Spx Technologies Inc | +0.4% | +41.02% | 加碼 |
| 6 | ALLE | Allegion plc | +0.4% | -4.57% | 加碼 |
| 7 | POWL | Powell Industries Inc | +0.4% | +23.56% | 加碼 |
| 8 | POOL | Pool CORP | +0.3% | -3.08% | 加碼 |
| 9 | SEI | Solaris Energy Infrastructur | +0.3% | +12.51% | 加碼 |
| 10 | AIT | Applied Industrial Tech Inc | +0.3% | +2.87% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | -1.83% | 減碼 |
| 12 | PRIM | Primoris Services CORP | +0.3% | -2.69% | 減碼 |
| 13 | STRL | Sterling Infrastructure Inc | +0.3% | -31.97% | 減碼 |
| 14 | AVGO | Broadcom Inc | +0.3% | -30.33% | 減碼 |
| 15 | FSS | Federal Signal CORP | +0.3% | -20.20% | 加碼 |
| 16 | CVLT | Commvault Systems Inc | +0.3% | — | 加碼 |
| 17 | ITT | Itt Inc | +0.2% | -3.57% | 減碼 |
| 18 | NBIX | Neurocrine Biosciences Inc | +0.2% | -2.94% | 加碼 |
| 19 | LOPE | Grand Canyon Education Inc | +0.2% | -7.97% | 減碼 |
| 20 | 62C | Piper Sandler Cos | +0.2% | -4.28% | 減碼 |
| 21 | NVDA | Nvidia CORP | +0.2% | -3.15% | 減碼 |
| 22 | CGNX | Cognex CORP | +0.2% | -3.10% | 減碼 |
| 23 | 8TG | Thermon Group Holdings Inc | +0.2% | +133.43% | 加碼 |
| 24 | PWR | Quanta Services Inc | +0.2% | -7.97% | 加碼 |
| 25 | PCOR | Procore Technologies Inc | +0.2% | +28.06% | 加碼 |
| 26 | UMBF | Umb Financial CORP | +0.2% | +19.98% | 加碼 |
| 27 | NDSN | Nordson CORP | +0.2% | -3.94% | 加碼 |
| 28 | CFG | Citizens Financial Group | +0.2% | -0.95% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.2% | -2.06% | 加碼 |
| 30 | MASI* | Masimo CORP | +0.2% | +91786.67% | 加碼 |
| 31 | NTRA | Natera Inc | +0.2% | -3.51% | 加碼 |
| 32 | RTX | Rtx CORP | +0.2% | -0.94% | 加碼 |
| 33 | ALKT | Alkami Technology Inc | +0.2% | -16.94% | 加碼 |
| 34 | MEDP | Medpace Holdings Inc | +0.1% | -23.66% | 減碼 |
| 35 | FTAI | FTAI Aviation Ltd. | +0.1% | +2.48% | 加碼 |
| 36 | SBCF | Seacoast Banking Corp/fl | +0.1% | +5.55% | 加碼 |
| 37 | BIO | Bio-rad Laboratories-a | +0.1% | +24.88% | 加碼 |
| 38 | META | Meta Platforms Inc-class A | +0.1% | +12.41% | 加碼 |
| 39 | RARE | Ultragenyx Pharmaceutical In | +0.1% | +138.98% | 加碼 |
| 40 | HO1 | Hologic Inc | +0.1% | +32.85% | 加碼 |
| 41 | APG | Api Group CORP | +0.1% | +33.83% | 加碼 |
| 42 | GTES | Gates Industrial Corporation plc | +0.1% | -9.03% | 減碼 |
| 43 | NEO | Neogenomics Inc | +0.1% | -15.84% | 加碼 |
| 44 | AIZ | Assurant Inc | +0.1% | +25.59% | 加碼 |
| 45 | FAST | Fastenal Co | +0.1% | -1.12% | 加碼 |
| 46 | DCO | Ducommun Inc | +0.1% | -2.84% | 加碼 |
| 47 | LIN | Linde plc | +0.1% | -1.62% | 加碼 |
| 48 | IONS | Ionis Pharmaceuticals Inc | +0.1% | -41.18% | 加碼 |
| 49 | DORM | Dorman Products Inc | +0.1% | -7.89% | 減碼 |
| 50 | AUB | Atlantic Union Bankshares Co | +0.1% | +9.06% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，GW&K Investment Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$128.0億，共申報了 1000 個公開持股部位。
在 Q3 2025 季度，GW&K Investment Management, LLC 按市值排列的前三大核心持股分別為：MSFT (1.4%)、RBC (1.4%)、FIX (1.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 1.4% 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
MOG-A
市值: US$6206.3萬
本季最大獲利了結 / 清倉標的
VNOMUSD
前期市值: US$4840.5萬
在 Q3 2025 季度中，GW&K Investment Management, LLC 共進行了 200 項持倉異動，包含新建倉 21 個部位、加碼 57 個部位、減碼 110 個部位以及清倉 12 個部位。 其中最大新建倉標的為 MOG-A。 本季清倉部位包含 VNOMUSD。
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。