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
169 檔
14.7%
在 Q4 2024 申報期間，Ironwood Investment Management LLC（CIK: 0001127761）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$2.9億，共持有 169 個公開申報部位。
Ironwood Investment Management LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 78 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VTI, IWM, EFA）累計市值佔比達 14.7%，是驅動 Ironwood Investment 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
SMCI
市值: US$298.5萬
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$389.0萬
| # | 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 | 6.45% | -0.02% | +0.60% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.35% | — | +7.81% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.06% | -0.35% | -0.13% | |
| 4 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 3.56% | -0.55% | -2.86% | |
| 5 | FRPT | Freshpet Inc | 股票-非循環性消費 | 2.74% | -0.15% | +0.90% | |
| 6 | PEGA | Pegasystems Inc | 股票-科技 | 1.93% | -0.57% | +0.69% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.74% | -0.38% | +1.91% | |
| 8 | PI | Impinj Inc | 股票-科技 | 1.71% | +0.18% | -1.20% | |
| 9 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.68% | +0.01% | -13.65% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.63% | +0.05% | +0.06% | |
| 11 | SMCI | Super Micro Computer Inc | 股票-科技 | 1.49% | +0.11% | — | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.48% | -0.06% | — | |
| 13 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.40% | -0.17% | +0.59% | |
| 14 | MYRG | Myr Group Inc/delaware | 股票-工業 | 1.39% | +0.98% | +4.97% | |
| 15 | KOP | Koppers Holdings Inc | 股票-其他 | 1.39% | -0.06% | +8.87% | |
| 16 | CYTK | Cytokinetics Inc | 股票-醫療保健 | 1.38% | +0.11% | -0.77% | |
| 17 | GFF | Griffon CORP | 股票-工業 | 1.33% | +0.12% | — | |
| 18 | DY | Dycom Industries Inc | 股票-工業 | 1.28% | +0.46% | +0.61% | |
| 19 | ARW | Arrow Electronics Inc | 股票-科技 | 1.27% | +0.27% | +0.45% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.26% | -0.05% | -0.17% | |
| 21 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 1.24% | — | +1.46% | |
| 22 | GM | General Motors Co | 股票-循環性消費 | 1.23% | -0.19% | — | |
| 23 | SPSC | Sps Commerce Inc | 股票-科技 | 1.09% | -0.01% | -0.26% | |
| 24 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 1.03% | -0.04% | -3.61% | |
| 25 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.01% | +0.05% | -0.48% | |
| 26 | MCK | Mckesson CORP | 股票-醫療保健 | 0.99% | -0.33% | — | |
| 27 | EXTR | Extreme Networks Inc | 股票-其他 | 0.90% | +0.80% | +0.73% | |
| 28 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.88% | -0.11% | +1.00% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.18% | +0.00% | |
| 30 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 0.86% | -0.31% | +0.54% | |
| 31 | MRCY | Mercury Systems Inc | 股票-工業 | 0.86% | +0.39% | +0.74% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.16% | +0.57% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.85% | -0.02% | +0.89% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.12% | -0.20% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | -0.10% | +0.82% | |
| 36 | VICR | Vicor CORP | 股票-科技 | 0.78% | +1.28% | +0.56% | |
| 37 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.78% | +0.01% | +0.76% | |
| 38 | WTS | Watts Water Technologies-a | 股票-工業 | 0.78% | +0.11% | +1.35% | |
| 39 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.75% | +0.01% | +0.88% | |
| 40 | SHOO | Steven Madden LTD | 股票-其他 | 0.74% | +0.02% | +0.70% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.72% | -0.04% | -5.89% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.02% | — | |
| 43 | CBT | Cabot CORP | 股票-原物料 | 0.71% | +0.01% | +0.64% | |
| 44 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.70% | -0.30% | +0.71% | |
| 45 | KSS | Kohls CORP | 股票-循環性消費 | 0.70% | +0.08% | +15.21% | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.68% | -0.20% | +0.82% | |
| 47 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.66% | -0.16% | +0.77% | |
| 48 | SM | Sm Energy Co | 股票-能源 | 0.66% | -0.50% | — | |
| 49 | BDC | Belden Inc | 股票-科技 | 0.66% | -0.07% | — | |
| 50 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.65% | +0.17% | +11.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | +1.5% | NEW | 新建倉 |
| 2 | MYRG | Myr Group Inc/delaware | +0.5% | +4.97% | 加碼 |
| 3 | PEGA | Pegasystems Inc | +0.5% | +0.69% | 加碼 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.4% | +7.81% | 加碼 |
| 5 | SPT | Sprout Social Inc - Class A | +0.3% | NEW | 新建倉 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.60% | 加碼 |
| 7 | GPI | Group 1 Automotive Inc | +0.3% | -2.86% | 減碼 |
| 8 | FRPT | Freshpet Inc | +0.3% | +0.90% | 加碼 |
| 9 | BECNUSD | Beacon Roofing Supply Inc | +0.2% | +1.46% | 加碼 |
| 10 | ATRO | Astronics CORP | +0.2% | NEW | 新建倉 |
| 11 | GM | General Motors Co | +0.2% | — | 不變 |
| 12 | TGT | Target CORP | +0.2% | NEW | 新建倉 |
| 13 | C | Citigroup Inc | +0.2% | — | 不變 |
| 14 | WSM | Williams-sonoma Inc | +0.2% | -0.48% | 減碼 |
| 15 | CRM | Salesforce Inc | +0.2% | -0.20% | 減碼 |
| 16 | INDI | Indie Semiconductor Inc-a | +0.2% | +53.41% | 加碼 |
| 17 | MCK | Mckesson CORP | +0.2% | — | 不變 |
| 18 | ✓ | Pagaya Technologies LTD Cl | +0.1% | NEW | 新建倉 |
| 19 | GT | Goodyear Tire & Rubber Co | +0.1% | +49.24% | 加碼 |
| 20 | MRCY | Mercury Systems Inc | +0.1% | +0.74% | 加碼 |
| 21 | VICR | Vicor CORP | +0.1% | +0.56% | 加碼 |
| 22 | EXTR | Extreme Networks Inc | +0.1% | +0.73% | 加碼 |
| 23 | HWC | Hancock Whitney CORP | +0.1% | NEW | 新建倉 |
| 24 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 25 | PNW | Pinnacle West Capital Corporation | +0.1% | — | 不變 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.00% | 加碼 |
| 27 | EXE | Expand Energy CORP | +0.1% | NEW | 新建倉 |
| 28 | STKL | Sunopta Inc | +0.1% | +1.18% | 加碼 |
| 29 | BUSD | Barnes Group Inc | +0.1% | — | 不變 |
| 30 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +1.21% | 加碼 |
| 31 | NATL | Ncr Atleos CORP | +0.1% | -4.30% | 減碼 |
| 32 | SGI | Somnigroup International Inc | +0.1% | +0.59% | 加碼 |
| 33 | UNFI | United Natural Foods Inc | +0.1% | +1.13% | 加碼 |
| 34 | V | Visa Inc-class A Shares | +0.1% | +0.80% | 加碼 |
| 35 | SONO | Sonos Inc | +0.1% | +3.97% | 加碼 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.78% | 加碼 |
| 37 | BBIO | Bridgebio Pharma Inc | +0.1% | +0.54% | 加碼 |
| 38 | NPKI | Npk International Inc | +0.1% | +1.62% | 加碼 |
| 39 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.06% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 41 | ADP | Automatic Data Processing | +0.1% | +0.82% | 加碼 |
| 42 | CADE | Cadence Bank | +0.1% | +1.19% | 加碼 |
| 43 | THG | Hanover Insurance Group Inc/ | +0.1% | +0.88% | 加碼 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +1.91% | 加碼 |
| 45 | TDY | Teledyne Technologies Inc | +0.1% | +0.77% | 加碼 |
| 46 | COHR | Coherent CORP | +0.1% | +0.88% | 加碼 |
| 47 | CARG | Cargurus Inc | +0.1% | +1.63% | 加碼 |
| 48 | GFF | Griffon CORP | +0.1% | — | 不變 |
| 49 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 50 | ZS | Zscaler Inc | 0% | +1.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.9億，共申報了 169 個公開持股部位。
在 Q4 2024 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分別為：VTI (6.5%)、IWM (4.3%)、EFA (4.1%)。其中最大持股部位 VTI 佔據整體投資組合約 6.5% 的權重。
在 Q4 2024 季度中，Ironwood Investment Management LLC 共進行了 133 項持倉異動，包含新建倉 8 個部位、加碼 78 個部位、減碼 34 個部位以及清倉 13 個部位。 其中最大新建倉標的為 SMCI。 本季清倉部位包含 SMCIUSD。
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。