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
171 檔
15.2%
Ironwood Investment Management LLC 在 Q3 2025 季度的美股部位總計估值為 US$2.9億，分散於 171 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Ironwood Investment Management LLC 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 20 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VTI, EFA, GPI）累計市值佔比達 15.2%，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。
| # | 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 | 6.84% | -0.02% | +3.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.65% | -0.35% | +3.13% | |
| 3 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 2.86% | -0.55% | +3.81% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.59% | — | -24.13% | |
| 5 | SMCI | Super Micro Computer Inc | 股票-科技 | 2.20% | +0.11% | +3.81% | |
| 6 | PEGA | Pegasystems Inc | 股票-科技 | 1.99% | -0.57% | -0.73% | |
| 7 | DY | Dycom Industries Inc | 股票-工業 | 1.83% | +0.46% | -0.68% | |
| 8 | PI | Impinj Inc | 股票-科技 | 1.80% | +0.18% | -1.01% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.77% | -0.38% | +3.40% | |
| 10 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.76% | -0.17% | -0.60% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.74% | -0.06% | -6.86% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.73% | +0.05% | +4.74% | |
| 13 | MYRG | Myr Group Inc/delaware | 股票-工業 | 1.63% | +0.98% | -1.17% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.47% | -0.05% | +2.81% | |
| 15 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.45% | +0.01% | -0.14% | |
| 16 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 1.40% | -0.31% | -0.84% | |
| 17 | CYTK | Cytokinetics Inc | 股票-醫療保健 | 1.37% | +0.11% | -0.32% | |
| 18 | MRCY | Mercury Systems Inc | 股票-工業 | 1.33% | +0.39% | -0.56% | |
| 19 | GM | General Motors Co | 股票-循環性消費 | 1.26% | -0.19% | — | |
| 20 | TPC | Tutor Perini CORP | 股票-其他 | 1.22% | -0.14% | -0.64% | |
| 21 | ARW | Arrow Electronics Inc | 股票-科技 | 1.21% | +0.27% | — | |
| 22 | GFF | Griffon CORP | 股票-工業 | 1.21% | +0.12% | — | |
| 23 | MCK | Mckesson CORP | 股票-醫療保健 | 1.15% | -0.33% | -0.23% | |
| 24 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 1.03% | -0.04% | — | |
| 25 | KOP | Koppers Holdings Inc | 股票-其他 | 1.01% | -0.06% | — | |
| 26 | EVLV | Evolv Technologies Holdings | 股票-其他 | 0.97% | -0.14% | -0.63% | |
| 27 | EXTR | Extreme Networks Inc | 股票-其他 | 0.93% | +0.80% | -0.58% | |
| 28 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.93% | +0.05% | -0.86% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.16% | -0.29% | |
| 30 | WTS | Watts Water Technologies-a | 股票-工業 | 0.89% | +0.11% | -0.90% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +0.18% | — | |
| 32 | TTMI | Ttm Technologies | 股票-科技 | 0.86% | +0.77% | -0.90% | |
| 33 | FRPT | Freshpet Inc | 股票-非循環性消費 | 0.86% | -0.15% | +0.05% | |
| 34 | FNV | Franco-nevada CORP | 股票-原物料 | 0.83% | -0.24% | +2.42% | |
| 35 | ZS | Zscaler Inc | 股票-科技 | 0.78% | -0.05% | -0.60% | |
| 36 | ✓ | Pagaya Technologies LTD Cl | 股票-其他 | 0.77% | +0.16% | -0.78% | |
| 37 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.74% | -0.16% | -0.34% | |
| 38 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.74% | +0.01% | -0.73% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | -0.02% | -7.47% | |
| 40 | KSS | Kohls CORP | 股票-循環性消費 | 0.71% | +0.08% | — | |
| 41 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 0.71% | -0.06% | +22.60% | |
| 42 | NPKI | Npk International Inc | 股票-其他 | 0.70% | -0.08% | -0.73% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.70% | -0.10% | -0.33% | |
| 44 | VICR | Vicor CORP | 股票-科技 | 0.68% | +1.28% | -0.69% | |
| 45 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.67% | +0.01% | -0.56% | |
| 46 | FAST | Fastenal Co | 股票-工業 | 0.66% | -0.16% | -0.34% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.65% | +0.18% | +98.06% | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.62% | -0.04% | -0.69% | |
| 49 | BDC | Belden Inc | 股票-科技 | 0.62% | -0.07% | — | |
| 50 | SHOO | Steven Madden LTD | 股票-其他 | 0.62% | +0.02% | -0.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PI | Impinj Inc | +0.6% | -1.01% | 減碼 |
| 2 | DY | Dycom Industries Inc | +0.6% | -0.68% | 減碼 |
| 3 | TPC | Tutor Perini CORP | +0.6% | -0.64% | 減碼 |
| 4 | MYRG | Myr Group Inc/delaware | +0.5% | -1.17% | 減碼 |
| 5 | TTMI | Ttm Technologies | +0.5% | -0.90% | 減碼 |
| 6 | EVLV | Evolv Technologies Holdings | +0.4% | -0.63% | 減碼 |
| 7 | PEGA | Pegasystems Inc | +0.4% | -0.73% | 加碼 |
| 8 | ✓ | Pagaya Technologies LTD Cl | +0.4% | -0.78% | 減碼 |
| 9 | MRCY | Mercury Systems Inc | +0.4% | -0.56% | 減碼 |
| 10 | SMCI | Super Micro Computer Inc | +0.3% | +3.81% | 加碼 |
| 11 | NPKI | Npk International Inc | +0.3% | -0.73% | 加碼 |
| 12 | KSS | Kohls CORP | +0.2% | — | 不變 |
| 13 | BW | Babcock & Wilcox Enterpr | +0.2% | +7.81% | 加碼 |
| 14 | AMRC | Ameresco Inc-cl A | +0.2% | -0.87% | 加碼 |
| 15 | BBIO | Bridgebio Pharma Inc | +0.2% | -0.84% | 減碼 |
| 16 | FNV | Franco-nevada CORP | +0.2% | +2.42% | 加碼 |
| 17 | ATRO | Astronics CORP | +0.2% | -0.99% | 減碼 |
| 18 | GEOS | Geospace Technologies CORP | +0.2% | -0.84% | 加碼 |
| 19 | EXTR | Extreme Networks Inc | +0.2% | -0.58% | 減碼 |
| 20 | INDI | Indie Semiconductor Inc-a | +0.2% | -0.61% | 加碼 |
| 21 | SGI | Somnigroup International Inc | +0.1% | -0.60% | 減碼 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.64% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.32% | 加碼 |
| 24 | SHOO | Steven Madden LTD | +0.1% | -0.77% | 加碼 |
| 25 | COHR | Coherent CORP | +0.1% | -0.71% | 減碼 |
| 26 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.33% | 加碼 |
| 27 | ZS | Zscaler Inc | +0.1% | -0.60% | 減碼 |
| 28 | C | Citigroup Inc | +0.1% | -6.86% | 減碼 |
| 29 | MSFT | Microsoft CORP | +0.1% | -0.29% | 加碼 |
| 30 | CVGI | Commercial Vehicle Group Inc | +0.1% | — | 加碼 |
| 31 | CMP | Compass Minerals Internation | +0.1% | -0.81% | 加碼 |
| 32 | SONO | Sonos Inc | +0.1% | -0.65% | 加碼 |
| 33 | HBM | Hudbay Minerals Inc | +0.1% | — | 不變 |
| 34 | CYTK | Cytokinetics Inc | +0.1% | -0.32% | 減碼 |
| 35 | SM | Sm Energy Co | +0.1% | +65.22% | 加碼 |
| 36 | ZETA | Zeta Global Holdings Corp-a | +0.1% | -0.99% | 減碼 |
| 37 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.31% | 加碼 |
| 38 | AVD | American Vanguard CORP | +0.1% | — | 加碼 |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.81% | 加碼 |
| 40 | GE | General Electric | +0.1% | — | 減碼 |
| 41 | GS | Goldman Sachs Group Inc | +0.1% | — | 不變 |
| 42 | GM | General Motors Co | 0% | — | 不變 |
| 43 | WTS | Watts Water Technologies-a | 0% | -0.90% | 減碼 |
| 44 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 45 | CALY | Callaway Golf Company | 0% | -0.63% | 加碼 |
| 46 | ✓ | Westgold Resources Ltd. | 0% | — | 不變 |
| 47 | VALN | Valneva Se - Adr | 0% | — | 加碼 |
| 48 | ASYS | Amtech Systems Inc | 0% | -0.74% | 加碼 |
| 49 | IWV | Ishares Russell 3000 ETF | 0% | +4.74% | 加碼 |
| 50 | AUPH | Aurinia Pharmaceuticals Inc | 0% | -0.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 171 個公開持股部位。
在 Q3 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 (4.7%)、GPI (2.9%)。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
ASML
市值: US$148.0萬
本季最大獲利了結 / 清倉標的
BECNUSD
前期市值: US$285.1萬
在 Q3 2025 季度中，Ironwood Investment Management LLC 共進行了 161 項持倉異動，包含新建倉 20 個部位、加碼 57 個部位、減碼 72 個部位以及清倉 12 個部位。 其中最大新建倉標的為 ASML。 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。