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
179 檔
16.1%
在 Q1 2026 的 13F 官方備案中，Ironwood Investment Management LLC 管理的美股投資組合規模來到 US$2.9億，整體持股檔數為 179 檔。
數據顯示 Ironwood Investment Management LLC 於 Q1 2026 季度持續回收資金，對 96 個既有部位進行裁減並清倉 6 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 VTI, EFA, SHV）累計市值佔比達 16.1%，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 | 7.25% | -0.02% | +6.93% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.09% | -0.35% | +3.46% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.97% | -0.38% | +2.70% | |
| 4 | MYRG | Myr Group Inc/delaware | 股票-工業 | 2.08% | +0.98% | -1.26% | |
| 5 | VICR | Vicor CORP | 股票-科技 | 2.07% | +1.28% | -0.86% | |
| 6 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 2.02% | -0.55% | -2.01% | |
| 7 | DY | Dycom Industries Inc | 股票-工業 | 2.01% | +0.46% | -1.23% | |
| 8 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 1.89% | -0.31% | -1.35% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.74% | +0.05% | +4.87% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.68% | -0.06% | -0.01% | |
| 11 | CYTK | Cytokinetics Inc | 股票-醫療保健 | 1.56% | +0.11% | -0.86% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.55% | -0.05% | +3.10% | |
| 13 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.45% | -0.17% | -1.36% | |
| 14 | PEGA | Pegasystems Inc | 股票-科技 | 1.39% | -0.57% | -1.29% | |
| 15 | TTMI | Ttm Technologies | 股票-科技 | 1.33% | +0.77% | -4.02% | |
| 16 | GM | General Motors Co | 股票-循環性消費 | 1.32% | -0.19% | -6.59% | |
| 17 | TPC | Tutor Perini CORP | 股票-其他 | 1.29% | -0.14% | -1.14% | |
| 18 | SM | Sm Energy Co | 股票-能源 | 1.24% | -0.50% | +19.10% | |
| 19 | COHR | Coherent CORP | 股票-科技 | 1.21% | +0.03% | -1.06% | |
| 20 | MCK | Mckesson CORP | 股票-醫療保健 | 1.19% | -0.33% | -0.36% | |
| 21 | ARW | Arrow Electronics Inc | 股票-科技 | 1.15% | +0.27% | -11.87% | |
| 22 | MRCY | Mercury Systems Inc | 股票-工業 | 1.15% | +0.39% | -4.36% | |
| 23 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 1.10% | -0.30% | -0.24% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.09% | +0.18% | +22.78% | |
| 25 | GFF | Griffon CORP | 股票-工業 | 1.05% | +0.12% | -4.80% | |
| 26 | EXTR | Extreme Networks Inc | 股票-其他 | 1.01% | +0.80% | +56.19% | |
| 27 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.99% | +0.11% | -0.54% | |
| 28 | PI | Impinj Inc | 股票-科技 | 0.97% | +0.18% | +36.36% | |
| 29 | FSKAX | Fidelity Ttl Mkt Indx | 股票-其他 | 0.97% | -0.04% | — | |
| 30 | KOP | Koppers Holdings Inc | 股票-其他 | 0.96% | -0.06% | -23.25% | |
| 31 | FNV | Franco-nevada CORP | 股票-原物料 | 0.96% | -0.24% | +5.58% | |
| 32 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 0.91% | +0.01% | -0.46% | |
| 33 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.91% | +0.17% | — | |
| 34 | WTS | Watts Water Technologies-a | 股票-工業 | 0.87% | +0.11% | -1.08% | |
| 35 | FRPT | Freshpet Inc | 股票-非循環性消費 | 0.87% | -0.15% | +0.30% | |
| 36 | NPKI | Npk International Inc | 股票-其他 | 0.85% | -0.08% | -0.90% | |
| 37 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.83% | +0.05% | +0.45% | |
| 38 | ATRO | Astronics CORP | 股票-其他 | 0.82% | +0.01% | -1.30% | |
| 39 | PFE | Pfizer Inc | 股票-醫療保健 | 0.76% | -0.25% | +17.58% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | — | -71.56% | |
| 41 | EVLV | Evolv Technologies Holdings | 股票-其他 | 0.73% | -0.14% | -1.71% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.18% | -0.43% | |
| 43 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.70% | -0.16% | -4.45% | |
| 44 | AUPH | Aurinia Pharmaceuticals Inc | 股票-其他 | 0.70% | -0.03% | -1.36% | |
| 45 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.67% | +0.01% | -0.84% | |
| 46 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 0.66% | -0.06% | +3.45% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.09% | -4.24% | |
| 48 | ✓ | Cantor Equity Partners Ii In | 股票-其他 | 0.62% | -0.14% | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.16% | -3.53% | |
| 50 | KSS | Kohls CORP | 股票-循環性消費 | 0.61% | +0.08% | +1.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VICR | Vicor CORP | +0.6% | -0.86% | 減碼 |
| 2 | SM | Sm Energy Co | +0.6% | +19.10% | 加碼 |
| 3 | CVGI | Commercial Vehicle Group Inc | +0.5% | — | 不變 |
| 4 | DAR | Darling Ingredients Inc | +0.5% | -0.24% | 減碼 |
| 5 | MYRG | Myr Group Inc/delaware | +0.4% | -1.26% | 減碼 |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +381.34% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.4% | +22.78% | 加碼 |
| 8 | TTMI | Ttm Technologies | +0.3% | -4.02% | 減碼 |
| 9 | EXTR | Extreme Networks Inc | +0.3% | +56.19% | 加碼 |
| 10 | COHR | Coherent CORP | +0.3% | -1.06% | 減碼 |
| 11 | LXU | Lsb Industries Inc | +0.2% | +4.36% | 加碼 |
| 12 | BBT | Beacon Financial CORP | +0.2% | +64.68% | 加碼 |
| 13 | FNV | Franco-nevada CORP | +0.2% | +5.58% | 加碼 |
| 14 | EFA | Ishares Msci Eafe ETF | +0.2% | +3.46% | 加碼 |
| 15 | PFE | Pfizer Inc | +0.2% | +17.58% | 加碼 |
| 16 | BW | Babcock & Wilcox Enterpr | +0.2% | -1.14% | 減碼 |
| 17 | T86 | Tri Pointe Homes Inc | +0.2% | -0.97% | 減碼 |
| 18 | TPC | Tutor Perini CORP | +0.1% | -1.14% | 減碼 |
| 19 | ARW | Arrow Electronics Inc | +0.1% | -11.87% | 減碼 |
| 20 | ATRO | Astronics CORP | +0.1% | -1.30% | 減碼 |
| 21 | NPKI | Npk International Inc | +0.1% | -0.90% | 減碼 |
| 22 | STKL | Sunopta Inc | +0.1% | +1.66% | 加碼 |
| 23 | ANIK | Anika Therapeutics Inc | +0.1% | -0.07% | 減碼 |
| 24 | PRCH | Porch Group Inc | +0.1% | +117.22% | 加碼 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.93% | 加碼 |
| 26 | ONTO | Onto Innovation Inc | +0.1% | -1.11% | 減碼 |
| 27 | ASPN | Aspen Aerogels Inc | +0.1% | +30.74% | 加碼 |
| 28 | KOP | Koppers Holdings Inc | +0.1% | -23.25% | 減碼 |
| 29 | TDY | Teledyne Technologies Inc | +0.1% | -4.45% | 減碼 |
| 30 | UNFI | United Natural Foods Inc | +0.1% | -0.95% | 減碼 |
| 31 | DNLI | Denali Therapeutics Inc | +0.1% | +2.22% | 加碼 |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +2.70% | 加碼 |
| 33 | NATL | Ncr Atleos CORP | +0.1% | — | 不變 |
| 34 | REMYY | Remy Cointreau-unsp Adr | +0.1% | +136.28% | 加碼 |
| 35 | AVBC | Avidia Bancorp Inc | +0.1% | -1.02% | 減碼 |
| 36 | GEV | GE Vernova Inc | +0.1% | -0.16% | 減碼 |
| 37 | CBT | Cabot CORP | +0.1% | -1.02% | 減碼 |
| 38 | MCK | Mckesson CORP | +0.1% | -0.36% | 減碼 |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.10% | 加碼 |
| 40 | FAST | Fastenal Co | +0.1% | -4.54% | 減碼 |
| 41 | CALY | Callaway Golf Company | +0.1% | -0.46% | 減碼 |
| 42 | WDC | Western Digital CORP | +0.1% | — | 不變 |
| 43 | TRNS | Transcat Inc | +0.1% | -0.81% | 減碼 |
| 44 | CMP | Compass Minerals Internation | 0% | -0.43% | 減碼 |
| 45 | TALO | Talos Energy Inc | 0% | — | 不變 |
| 46 | CYTK | Cytokinetics Inc | 0% | -0.86% | 減碼 |
| 47 | WSFS | Wsfs Financial CORP | 0% | — | 不變 |
| 48 | RGP | Resources Connection Inc | 0% | +108.62% | 加碼 |
| 49 | CSV | Carriage Services Inc | 0% | — | 不變 |
| 50 | 4XC1 | Kalvista Pharmaceuticals Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.9億，共申報了 179 個公開持股部位。
在 Q1 2026 季度，Ironwood Investment Management LLC 按市值排列的前三大核心持股分別為：VTI (7.3%)、EFA (5.1%)、SHV (3.0%)。其中最大持股部位 VTI 佔據整體投資組合約 7.3% 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
CANTOR EQUITY PARTNERS II IN
市值: US$147.7萬
本季最大獲利了結 / 清倉標的
CADE
前期市值: US$122.5萬
在 Q1 2026 季度中，Ironwood Investment Management LLC 共進行了 151 項持倉異動，包含新建倉 13 個部位、加碼 36 個部位、減碼 96 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CANTOR EQUITY PARTNERS II IN。 本季清倉部位包含 CADE。
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。