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
167 檔
14.6%
根據最新整理的 13F 季度數據集，Ironwood Investment Management LLC 於 Q2 2025 結束時的管理資產規模為 US$2.9億。該機構在本季度申報了 167 檔美股持倉，呈現出該時期的主要投資地圖。
Ironwood Investment Management LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 13 個全新部位及加碼 53 檔持股的同時，亦同步清倉 9 檔並減碼 70 檔標的。
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 14.6%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.82% | -0.02% | +3.02% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.81% | -0.35% | +2.46% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.40% | — | -7.30% | |
| 4 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 3.07% | -0.55% | -1.70% | |
| 5 | SMCI | Super Micro Computer Inc | 股票-科技 | 2.42% | +0.11% | -1.84% | |
| 6 | PEGA | Pegasystems Inc | 股票-科技 | 2.11% | -0.57% | +94.27% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.91% | -0.38% | +4.22% | |
| 8 | C | Citigroup Inc | 股票-金融 | 1.75% | -0.06% | -0.13% | |
| 9 | DY | Dycom Industries Inc | 股票-工業 | 1.72% | +0.46% | -2.15% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.70% | +0.05% | +1.93% | |
| 11 | MYRG | Myr Group Inc/delaware | 股票-工業 | 1.61% | +0.98% | -1.58% | |
| 12 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.59% | -0.17% | -2.97% | |
| 13 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.52% | +0.01% | -0.67% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.46% | -0.05% | +5.22% | |
| 15 | ARW | Arrow Electronics Inc | 股票-科技 | 1.43% | +0.27% | — | |
| 16 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 1.31% | -0.31% | -3.19% | |
| 17 | KOP | Koppers Holdings Inc | 股票-其他 | 1.29% | -0.06% | -4.07% | |
| 18 | GFF | Griffon CORP | 股票-工業 | 1.28% | +0.12% | — | |
| 19 | PI | Impinj Inc | 股票-科技 | 1.25% | +0.18% | -3.13% | |
| 20 | MCK | Mckesson CORP | 股票-醫療保健 | 1.22% | -0.33% | -1.86% | |
| 21 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.18% | -0.15% | -4.13% | |
| 22 | GM | General Motors Co | 股票-循環性消費 | 1.14% | -0.19% | — | |
| 23 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 1.06% | -0.04% | +0.08% | |
| 24 | MRCY | Mercury Systems Inc | 股票-工業 | 1.04% | +0.39% | -2.92% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.18% | +0.00% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.16% | +0.93% | |
| 27 | TPC | Tutor Perini CORP | 股票-其他 | 0.98% | -0.14% | -11.62% | |
| 28 | CYTK | Cytokinetics Inc | 股票-醫療保健 | 0.92% | +0.11% | -3.89% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | -0.02% | -1.47% | |
| 30 | ZS | Zscaler Inc | 股票-科技 | 0.92% | -0.05% | -3.49% | |
| 31 | EXTR | Extreme Networks Inc | 股票-其他 | 0.91% | +0.80% | -3.13% | |
| 32 | EVLV | Evolv Technologies Holdings | 股票-其他 | 0.90% | -0.14% | -3.65% | |
| 33 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 0.89% | -0.06% | — | |
| 34 | WTS | Watts Water Technologies-a | 股票-工業 | 0.88% | +0.11% | -3.37% | |
| 35 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.87% | +0.05% | -3.73% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.82% | -0.10% | +1.14% | |
| 37 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.80% | -0.30% | -2.00% | |
| 38 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.78% | +0.01% | -2.86% | |
| 39 | SPSC | Sps Commerce Inc | 股票-科技 | 0.77% | -0.01% | -3.39% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.76% | -0.04% | -2.77% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.72% | -0.02% | +8.51% | |
| 42 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.72% | -0.16% | +1.11% | |
| 43 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.72% | -0.11% | -4.28% | |
| 44 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.71% | -0.20% | +7.47% | |
| 45 | VICR | Vicor CORP | 股票-科技 | 0.69% | +1.28% | -3.35% | |
| 46 | TTMI | Ttm Technologies | 股票-科技 | 0.68% | +0.77% | -3.31% | |
| 47 | CBT | Cabot CORP | 股票-原物料 | 0.67% | +0.01% | +17.29% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.12% | -2.19% | |
| 49 | FNV | Franco-nevada CORP | 股票-原物料 | 0.66% | -0.24% | +9.85% | |
| 50 | BDC | Belden Inc | 股票-科技 | 0.66% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PEGA | Pegasystems Inc | +0.6% | +94.27% | 加碼 |
| 2 | SMCI | Super Micro Computer Inc | +0.5% | -1.84% | 減碼 |
| 3 | DY | Dycom Industries Inc | +0.5% | -2.15% | 減碼 |
| 4 | MYRG | Myr Group Inc/delaware | +0.5% | -1.58% | 減碼 |
| 5 | EVLV | Evolv Technologies Holdings | +0.4% | -3.65% | 減碼 |
| 6 | TPC | Tutor Perini CORP | +0.4% | -11.62% | 減碼 |
| 7 | ASPN | Aspen Aerogels Inc | +0.4% | NEW | 新建倉 |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.3% | NEW | 新建倉 |
| 9 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 10 | ONTO | Onto Innovation Inc | +0.3% | NEW | 新建倉 |
| 11 | TTMI | Ttm Technologies | +0.3% | -3.31% | 減碼 |
| 12 | ✓ | Pagaya Technologies LTD Cl | +0.3% | +0.71% | 加碼 |
| 13 | TRS | Trimas CORP | +0.3% | NEW | 新建倉 |
| 14 | ZS | Zscaler Inc | +0.3% | -3.49% | 減碼 |
| 15 | MSFT | Microsoft CORP | +0.2% | +0.93% | 加碼 |
| 16 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 17 | NPKI | Npk International Inc | +0.2% | +2.82% | 加碼 |
| 18 | INDI | Indie Semiconductor Inc-a | +0.2% | +4.41% | 加碼 |
| 19 | CMP | Compass Minerals Internation | +0.2% | +6.30% | 加碼 |
| 20 | CVGI | Commercial Vehicle Group Inc | +0.1% | +11.41% | 加碼 |
| 21 | ARW | Arrow Electronics Inc | +0.1% | — | 不變 |
| 22 | EXTR | Extreme Networks Inc | +0.1% | -3.13% | 減碼 |
| 23 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 24 | GEOS | Geospace Technologies CORP | +0.1% | +5.94% | 加碼 |
| 25 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.02% | 加碼 |
| 27 | C | Citigroup Inc | +0.1% | -0.13% | 減碼 |
| 28 | BURBY | Burberry Group Plc-spon Adr | +0.1% | NEW | 新建倉 |
| 29 | BBIO | Bridgebio Pharma Inc | +0.1% | -3.19% | 減碼 |
| 30 | MRCY | Mercury Systems Inc | +0.1% | -2.92% | 減碼 |
| 31 | COHR | Coherent CORP | +0.1% | -3.57% | 減碼 |
| 32 | ATRO | Astronics CORP | +0.1% | -3.87% | 減碼 |
| 33 | CBRL | Cracker Barrel Old Country | +0.1% | — | 不變 |
| 34 | PI | Impinj Inc | +0.1% | -3.13% | 減碼 |
| 35 | NWL | Newell Brands Inc | +0.1% | NEW | 新建倉 |
| 36 | QTRX | Quanterix CORP | +0.1% | NEW | 新建倉 |
| 37 | NSPR | Inspiremd Inc | +0.1% | NEW | 新建倉 |
| 38 | TALO | Talos Energy Inc | +0.1% | NEW | 新建倉 |
| 39 | BW | Babcock & Wilcox Enterpr | +0.1% | +141.31% | 加碼 |
| 40 | DAR | Darling Ingredients Inc | +0.1% | -2.00% | 減碼 |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.22% | 加碼 |
| 42 | IBM | Intl Business Machines CORP | 0% | -1.47% | 減碼 |
| 43 | VYX | Ncr Voyix CORP | 0% | — | 不變 |
| 44 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 45 | GE | General Electric | 0% | -3.11% | 減碼 |
| 46 | EVH | Evolent Health Inc - A | 0% | +8.27% | 加碼 |
| 47 | MEI | Methode Electronics Inc | 0% | +3.36% | 加碼 |
| 48 | WTS | Watts Water Technologies-a | 0% | -3.37% | 減碼 |
| 49 | LXU | Lsb Industries Inc | 0% | +7.46% | 加碼 |
| 50 | STKL | Sunopta Inc | 0% | +2.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 167 個公開持股部位。
在 Q2 2025 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分別為：VTI (6.8%)、EFA (4.8%)、IWM (3.4%)。其中最大持股部位 VTI 佔據整體投資組合約 6.8% 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
ASPN
市值: US$73.6萬
本季最大獲利了結 / 清倉標的
BECNUSD
前期市值: US$285.1萬
在 Q2 2025 季度中，Ironwood Investment Management LLC 共進行了 145 項持倉異動，包含新建倉 13 個部位、加碼 53 個部位、減碼 70 個部位以及清倉 9 個部位。 其中最大新建倉標的為 ASPN。 本季清倉部位包含 BECNUSD。
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。