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: 0001127761
申報總市值
US$2.9億
US$2.9億
174 檔
14.4%
Q3 2024 季度申報顯示，Ironwood Investment Management LLC 揭露的美股組合總市值為 US$2.9億，涵蓋 174 個不同之權益投資部位。
在 Q3 2024，Ironwood Investment Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 10 個新部位，並對 83 個既有持股進行加碼（合計增持 93 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VTI, EFA, IWM）占據了總市值的 14.4%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
SGOV
市值: US$119.9萬
本季最大獲利了結 / 清倉標的
前期市值: US$99.9萬
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.13% | -0.02% | +4.80% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.40% | -0.35% | +0.31% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.94% | — | +8.98% | |
| 4 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 3.26% | -0.55% | — | |
| 5 | PI | Impinj Inc | 股票-科技 | 2.52% | +0.18% | -0.54% | |
| 6 | FRPT | Freshpet Inc | 股票-非循環性消費 | 2.45% | -0.15% | +0.90% | |
| 7 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 1.90% | — | +91.14% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.68% | -0.38% | +5.77% | |
| 9 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.65% | +0.01% | +2.48% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.56% | +0.05% | +8.42% | |
| 11 | CYTK | Cytokinetics Inc | 股票-醫療保健 | 1.53% | +0.11% | -0.50% | |
| 12 | PEGA | Pegasystems Inc | 股票-科技 | 1.47% | -0.57% | -0.42% | |
| 13 | ARW | Arrow Electronics Inc | 股票-科技 | 1.45% | +0.27% | +3.70% | |
| 14 | DY | Dycom Industries Inc | 股票-工業 | 1.41% | +0.46% | +0.55% | |
| 15 | KOP | Koppers Holdings Inc | 股票-其他 | 1.40% | -0.06% | +13.69% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.34% | -0.05% | -1.50% | |
| 17 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.31% | -0.17% | -1.06% | |
| 18 | C | Citigroup Inc | 股票-金融 | 1.29% | -0.06% | +24.67% | |
| 19 | GFF | Griffon CORP | 股票-工業 | 1.28% | +0.12% | — | |
| 20 | PRFTUSD | Perficient Inc | 股票-其他 | 1.26% | — | +0.65% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.14% | -0.02% | +0.16% | |
| 22 | SPSC | Sps Commerce Inc | 股票-科技 | 1.13% | -0.01% | +1.00% | |
| 23 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 1.03% | -0.04% | — | |
| 24 | GM | General Motors Co | 股票-循環性消費 | 1.02% | -0.19% | +57.63% | |
| 25 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 1.01% | — | -1.87% | |
| 26 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.99% | -0.11% | +1.02% | |
| 27 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 0.99% | +0.01% | +0.74% | |
| 28 | KSS | Kohls CORP | 股票-循環性消費 | 0.89% | +0.08% | +16.82% | |
| 29 | MYRG | Myr Group Inc/delaware | 股票-工業 | 0.89% | +0.98% | -2.23% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.16% | +0.12% | |
| 31 | CBT | Cabot CORP | 股票-原物料 | 0.85% | +0.01% | -1.10% | |
| 32 | MCK | Mckesson CORP | 股票-醫療保健 | 0.84% | -0.33% | -3.06% | |
| 33 | SHOO | Steven Madden LTD | 股票-其他 | 0.83% | +0.02% | +1.04% | |
| 34 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.83% | +0.05% | +93.86% | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.79% | -0.04% | -4.73% | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.79% | -0.20% | +0.12% | |
| 37 | EXTR | Extreme Networks Inc | 股票-其他 | 0.78% | +0.80% | -0.94% | |
| 38 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 0.78% | -0.31% | -0.29% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.77% | +0.18% | +129.30% | |
| 40 | WTS | Watts Water Technologies-a | 股票-工業 | 0.76% | +0.11% | +1.52% | |
| 41 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.75% | -0.30% | -5.96% | |
| 42 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.75% | +0.17% | +8.05% | |
| 43 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.74% | +0.01% | -0.83% | |
| 44 | MRCY | Mercury Systems Inc | 股票-工業 | 0.73% | +0.39% | -0.07% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.73% | -0.10% | +0.17% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.02% | -0.53% | |
| 47 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.69% | +0.01% | -0.61% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.12% | -4.55% | |
| 49 | BDC | Belden Inc | 股票-科技 | 0.67% | -0.07% | — | |
| 50 | SM | Sm Energy Co | 股票-能源 | 0.67% | -0.50% | +17.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | NEW | 新建倉 |
| 2 | PI | Impinj Inc | +0.5% | -0.54% | 減碼 |
| 3 | GPI | Group 1 Automotive Inc | +0.5% | — | 不變 |
| 4 | CSCO | Cisco Systems Inc | +0.4% | +129.30% | 加碼 |
| 5 | ZETA | Zeta Global Holdings Corp-a | +0.4% | +0.74% | 加碼 |
| 6 | EVH | Evolent Health Inc - A | +0.3% | NEW | 新建倉 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | +8.98% | 加碼 |
| 8 | GM | General Motors Co | +0.3% | +57.63% | 加碼 |
| 9 | EVLV | Evolv Technologies Holdings | +0.2% | +7.15% | 加碼 |
| 10 | VYX | Ncr Voyix CORP | +0.2% | +46.74% | 加碼 |
| 11 | NATL | Ncr Atleos CORP | +0.2% | +48.89% | 加碼 |
| 12 | C | Citigroup Inc | +0.1% | +24.67% | 加碼 |
| 13 | MRCY | Mercury Systems Inc | +0.1% | -0.07% | 減碼 |
| 14 | PEGA | Pegasystems Inc | +0.1% | -0.42% | 減碼 |
| 15 | BBSI | Barrett Business Svcs Inc | +0.1% | +2.48% | 加碼 |
| 16 | RNAC | Cartesian Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 17 | ✓ | Westgold Resources Ltd. | +0.1% | NEW | 新建倉 |
| 18 | KRNT | Kornit Digital Ltd. | +0.1% | NEW | 新建倉 |
| 19 | ACIW | Aci Worldwide Inc | +0.1% | -0.83% | 減碼 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | 新建倉 |
| 21 | VLTO | Veralto CORP | +0.1% | NEW | 新建倉 |
| 22 | KBR | Kbr Inc | +0.1% | NEW | 新建倉 |
| 23 | AVNT | Avient CORP | +0.1% | NEW | 新建倉 |
| 24 | DY | Dycom Industries Inc | +0.1% | +0.55% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -0.53% | 減碼 |
| 26 | VICR | Vicor CORP | +0.1% | +1.17% | 加碼 |
| 27 | AMRC | Ameresco Inc-cl A | +0.1% | +2.96% | 加碼 |
| 28 | CBT | Cabot CORP | +0.1% | -1.10% | 減碼 |
| 29 | BDC | Belden Inc | +0.1% | — | 不變 |
| 30 | ZS | Zscaler Inc | +0.1% | +43.80% | 加碼 |
| 31 | IWV | Ishares Russell 3000 ETF | +0.1% | +8.42% | 加碼 |
| 32 | UFPI | Ufp Industries Inc | +0.1% | +1.02% | 加碼 |
| 33 | TPC | Tutor Perini CORP | +0.1% | -0.39% | 減碼 |
| 34 | DNLI | Denali Therapeutics Inc | +0.1% | +0.98% | 加碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.80% | 加碼 |
| 36 | T86 | Tri Pointe Homes Inc | +0.1% | +0.89% | 加碼 |
| 37 | COHR | Coherent CORP | +0.1% | -0.73% | 減碼 |
| 38 | BHR | Braemar Hotels & Resorts Inc | +0.1% | — | 不變 |
| 39 | PNW | Pinnacle West Capital Corporation | +0.1% | — | 不變 |
| 40 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +3.69% | 加碼 |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +63.68% | 加碼 |
| 42 | ARW | Arrow Electronics Inc | +0.1% | +3.70% | 加碼 |
| 43 | SGI | Somnigroup International Inc | +0.1% | -1.06% | 減碼 |
| 44 | SHOO | Steven Madden LTD | +0.1% | +1.04% | 加碼 |
| 45 | PGR | Progressive CORP | 0% | -4.73% | 減碼 |
| 46 | THG | Hanover Insurance Group Inc/ | 0% | -0.61% | 減碼 |
| 47 | ADP | Automatic Data Processing | 0% | +0.17% | 加碼 |
| 48 | STKL | Sunopta Inc | 0% | +2.48% | 加碼 |
| 49 | SMARGBP | Smartsheet Inc-class A | 0% | +1.71% | 加碼 |
| 50 | AEM | Agnico Eagle Mines LTD | 0% | +0.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.9億，共申報了 174 個公開持股部位。
在 Q3 2024 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分別為：VTI (6.1%)、EFA (4.4%)、IWM (3.9%)。其中最大持股部位 VTI 佔據整體投資組合約 6.1% 的權重。
在 Q3 2024 季度中，Ironwood Investment Management LLC 共進行了 146 項持倉異動，包含新建倉 10 個部位、加碼 83 個部位、減碼 48 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SGOV。 本季清倉部位包含 。
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。