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: 0001923173
申報總市值
US$22.0億
US$22.0億
145 檔
9.3%
在 Q3 2024 的 13F 官方備案中，Leeward Investments, LLC - MA 管理的美股投資組合規模來到 US$22.0億，整體持股檔數為 145 檔。
數據顯示 Leeward Investments, LLC - MA 於 Q3 2024 季度持續回收資金，對 126 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Leeward Investments, LLC - MA 的前 5 大核心持股（包含 CLH, EHC, ADC 等）合計佔整體申報市值的 9.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | CLH | Clean Harbors Inc | 股票-工業 | 2.32% | -0.15% | -12.73% | |
| 2 | EHC | Encompass Health CORP | 股票-醫療保健 | 2.27% | -0.11% | -8.84% | |
| 3 | ADC | Agree Realty CORP | 股票-房地產 | 1.75% | -0.15% | +2.43% | |
| 4 | RRX | Regal Rexnord CORP | 股票-工業 | 1.62% | +0.29% | -12.09% | |
| 5 | APY1EUR | Championx CORP | 股票-其他 | 1.49% | — | +19.09% | |
| 6 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.49% | — | -6.71% | |
| 7 | FHN | First Horizon CORP | 股票-金融 | 1.46% | -0.43% | -9.00% | |
| 8 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.45% | -0.19% | -9.37% | |
| 9 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.39% | +0.05% | -0.34% | |
| 10 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.37% | -0.11% | -0.36% | |
| 11 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.36% | -0.46% | -7.33% | |
| 12 | ITT | Itt Inc | 股票-工業 | 1.36% | -0.06% | -0.36% | |
| 13 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.35% | -0.16% | -0.34% | |
| 14 | HLIT | Harmonic Inc | 股票-其他 | 1.33% | +0.49% | -0.36% | |
| 15 | COLB | Columbia Banking System Inc | 股票-金融 | 1.31% | +0.07% | +16.32% | |
| 16 | MUSA | Murphy USA Inc | 股票-循環性消費 | 1.29% | -0.47% | -0.40% | |
| 17 | POR | Portland General Electric Co | 股票-公用事業 | 1.23% | -0.07% | -0.36% | |
| 18 | THS | Treehouse Foods Inc | 股票-其他 | 1.22% | — | -8.88% | |
| 19 | VVV | Valvoline Inc | 股票-循環性消費 | 1.18% | +0.05% | -9.64% | |
| 20 | CACI | Caci International Inc -cl A | 股票-科技 | 1.16% | -0.24% | -0.35% | |
| 21 | HURN | Huron Consulting Group Inc | 股票-其他 | 1.12% | -0.37% | -0.37% | |
| 22 | SXI | Standex International CORP | 股票-其他 | 1.12% | +0.36% | -0.33% | |
| 23 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.10% | -0.47% | -0.35% | |
| 24 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.09% | +0.14% | +8.69% | |
| 25 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 1.05% | +0.09% | -0.43% | |
| 26 | ALL | Allstate CORP | 股票-金融 | 1.03% | — | -20.27% | |
| 27 | NPO | Enpro Inc | 股票-工業 | 1.00% | +0.48% | -0.33% | |
| 28 | GNTX | Gentex CORP | 股票-循環性消費 | 1.00% | +0.02% | -8.78% | |
| 29 | STAG | Stag Industrial Inc | 股票-房地產 | 0.98% | -0.04% | -0.34% | |
| 30 | ONB | Old National Bancorp | 股票-金融 | 0.96% | +0.05% | -0.34% | |
| 31 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.95% | -0.17% | -20.58% | |
| 32 | FIBK | First Interstate Bancsys-a | 股票-其他 | 0.93% | +0.04% | -0.34% | |
| 33 | NSA | National Storage Affiliates | 股票-房地產 | 0.92% | +0.05% | -0.40% | |
| 34 | HXL | Hexcel CORP | 股票-工業 | 0.91% | +0.14% | +32.25% | |
| 35 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.90% | +0.20% | -0.37% | |
| 36 | VOYA | Voya Financial Inc | 股票-金融 | 0.89% | +0.19% | — | |
| 37 | CBT | Cabot CORP | 股票-原物料 | 0.89% | +0.08% | -0.38% | |
| 38 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 0.88% | +0.10% | -38.74% | |
| 39 | KFY | Korn Ferry | 股票-工業 | 0.87% | -0.04% | -0.34% | |
| 40 | CIVI | Civitas Resources Inc | 股票-其他 | 0.86% | — | +11.72% | |
| 41 | IBP | Installed Building Products | 股票-循環性消費 | 0.83% | -0.24% | — | |
| 42 | MTG | Mgic Investment CORP | 股票-金融 | 0.83% | -0.02% | -0.34% | |
| 43 | VMI | Valmont Industries | 股票-工業 | 0.82% | +0.35% | +13.22% | |
| 44 | CDP | Copt Defense Properties | 股票-其他 | 0.82% | +0.07% | -0.36% | |
| 45 | VLY | Valley National Bancorp | 股票-金融 | 0.80% | +0.08% | -0.37% | |
| 46 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.78% | -0.12% | -0.37% | |
| 47 | WHD | Cactus Inc - A | 股票-其他 | 0.77% | +0.24% | -0.35% | |
| 48 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.73% | +0.14% | -0.34% | |
| 49 | NBHC | National Bank Hold-cl A | 股票-其他 | 0.73% | +0.03% | +64.21% | |
| 50 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.71% | -0.14% | +17.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOYA | Voya Financial Inc | +0.9% | NEW | 新建倉 |
| 2 | IBP | Installed Building Products | +0.8% | NEW | 新建倉 |
| 3 | NMRK | Newmark Group Inc-class A | +0.5% | -0.36% | 減碼 |
| 4 | COLB | Columbia Banking System Inc | +0.5% | +16.32% | 加碼 |
| 5 | MAA | Mid-america Apartment Comm | +0.4% | NEW | 新建倉 |
| 6 | ADC | Agree Realty CORP | +0.4% | +2.43% | 加碼 |
| 7 | NBHC | National Bank Hold-cl A | +0.3% | +64.21% | 加碼 |
| 8 | HLIT | Harmonic Inc | +0.3% | -0.36% | 減碼 |
| 9 | VIAV | Viavi Solutions Inc | +0.3% | +17.14% | 加碼 |
| 10 | HA7 | Enviri CORP | +0.3% | +93.46% | 加碼 |
| 11 | HXL | Hexcel CORP | +0.2% | +32.25% | 加碼 |
| 12 | LITE | Lumentum Holdings Inc | +0.2% | -0.35% | 減碼 |
| 13 | GTES | Gates Industrial Corporation plc | +0.2% | +8.69% | 加碼 |
| 14 | PNW | Pinnacle West Capital Corporation | +0.2% | -6.71% | 減碼 |
| 15 | ITT | Itt Inc | +0.2% | -0.36% | 減碼 |
| 16 | QDEL | Quidelortho CORP | +0.2% | +17.11% | 加碼 |
| 17 | VLY | Valley National Bancorp | +0.2% | -0.37% | 減碼 |
| 18 | CACI | Caci International Inc -cl A | +0.2% | -0.35% | 減碼 |
| 19 | THG | Hanover Insurance Group Inc/ | +0.2% | -0.43% | 減碼 |
| 20 | CBT | Cabot CORP | +0.2% | -0.38% | 減碼 |
| 21 | CDP | Copt Defense Properties | +0.2% | -0.36% | 減碼 |
| 22 | PFGC | Performance Food Group Co | +0.1% | -0.37% | 減碼 |
| 23 | DORM | Dorman Products Inc | +0.1% | -0.34% | 減碼 |
| 24 | VMI | Valmont Industries | +0.1% | +13.22% | 加碼 |
| 25 | NSA | National Storage Affiliates | +0.1% | -0.40% | 減碼 |
| 26 | SXI | Standex International CORP | +0.1% | -0.33% | 減碼 |
| 27 | MTG | Mgic Investment CORP | +0.1% | -0.34% | 減碼 |
| 28 | FAF | First American Financial | +0.1% | -0.34% | 減碼 |
| 29 | WTFC | Wintrust Financial CORP | +0.1% | -0.34% | 減碼 |
| 30 | CIM | Chimera Investment CORP | +0.1% | +1.73% | 加碼 |
| 31 | RRX | Regal Rexnord CORP | +0.1% | -12.09% | 減碼 |
| 32 | POR | Portland General Electric Co | +0.1% | -0.36% | 減碼 |
| 33 | INGR | Ingredion Inc | +0.1% | -9.37% | 減碼 |
| 34 | APY1EUR | Championx CORP | +0.1% | +19.09% | 加碼 |
| 35 | EXLS | Exlservice Holdings Inc | +0.1% | -0.36% | 減碼 |
| 36 | G | Genpact Limited | +0.1% | +1.93% | 加碼 |
| 37 | HURN | Huron Consulting Group Inc | +0.1% | -0.37% | 減碼 |
| 38 | NPO | Enpro Inc | +0.1% | -0.33% | 減碼 |
| 39 | UVSP | Univest Financial CORP | +0.1% | -0.34% | 減碼 |
| 40 | NMIH | Nmi Holdings Inc | +0.1% | -0.34% | 減碼 |
| 41 | SHOO | Steven Madden LTD | +0.1% | -0.34% | 減碼 |
| 42 | KFY | Korn Ferry | +0.1% | -0.34% | 減碼 |
| 43 | WEC | Wec Energy Group Inc | +0.1% | -5.98% | 減碼 |
| 44 | WHD | Cactus Inc - A | +0.1% | -0.35% | 減碼 |
| 45 | FIBK | First Interstate Bancsys-a | +0.1% | -0.34% | 減碼 |
| 46 | SLGN | Silgan Holdings Inc | +0.1% | -0.37% | 減碼 |
| 47 | BDC | Belden Inc | +0.1% | -0.35% | 減碼 |
| 48 | ONB | Old National Bancorp | +0.1% | -0.34% | 減碼 |
| 49 | STAG | Stag Industrial Inc | +0.1% | -0.34% | 減碼 |
| 50 | BWXT | Bwx Technologies Inc | +0.1% | -0.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Leeward Investments, LLC - MA 在 Q3 2024 季度的美股持倉總市值約為 US$22.0億，共申報了 145 個公開持股部位。
在 Q3 2024 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分別為：CLH (2.3%)、EHC (2.3%)、ADC (1.8%)。其中最大持股部位 CLH 佔據整體投資組合約 2.3% 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
VOYA
市值: US$1926.9萬
本季最大獲利了結 / 清倉標的
PRI
前期市值: US$1536.0萬
在 Q3 2024 季度中，Leeward Investments, LLC - MA 共進行了 148 項持倉異動，包含新建倉 3 個部位、加碼 16 個部位、減碼 126 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VOYA。 本季清倉部位包含 PRI。
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。