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
141 檔
8.9%
在 Q2 2025 申報期間，Leeward Investments, LLC - MA（CIK: 0001923173）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$22.0億，共持有 141 個公開申報部位。
數據顯示 Leeward Investments, LLC - MA 於 Q2 2025 季度持續回收資金，對 114 個既有部位進行裁減並清倉 4 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 LITE, EHC, FHN 等）合計佔整體申報市值的 8.9%，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 | LITE | Lumentum Holdings Inc | 股票-科技 | 2.61% | -0.47% | +14.79% | |
| 2 | EHC | Encompass Health CORP | 股票-醫療保健 | 2.29% | -0.11% | -18.79% | |
| 3 | FHN | First Horizon CORP | 股票-金融 | 2.00% | -0.43% | -3.05% | |
| 4 | CLH | Clean Harbors Inc | 股票-工業 | 1.89% | -0.15% | -2.80% | |
| 5 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.68% | — | -3.15% | |
| 6 | ADC | Agree Realty CORP | 股票-房地產 | 1.66% | -0.15% | -6.16% | |
| 7 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.56% | +0.05% | -3.49% | |
| 8 | RRX | Regal Rexnord CORP | 股票-工業 | 1.43% | +0.29% | -2.82% | |
| 9 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.43% | -0.46% | -1.12% | |
| 10 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.41% | +0.14% | -3.72% | |
| 11 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.37% | -0.08% | -3.37% | |
| 12 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.37% | -0.16% | -10.74% | |
| 13 | HURN | Huron Consulting Group Inc | 股票-其他 | 1.28% | -0.37% | -11.13% | |
| 14 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.20% | -0.11% | +9.37% | |
| 15 | NPO | Enpro Inc | 股票-工業 | 1.16% | +0.48% | -3.50% | |
| 16 | COLB | Columbia Banking System Inc | 股票-金融 | 1.16% | +0.07% | -3.74% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.10% | +0.06% | -3.36% | |
| 18 | VVV | Valvoline Inc | 股票-循環性消費 | 1.10% | +0.05% | -0.78% | |
| 19 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.09% | -0.19% | -3.03% | |
| 20 | ONB | Old National Bancorp | 股票-金融 | 1.09% | +0.05% | -3.69% | |
| 21 | CACI | Caci International Inc -cl A | 股票-科技 | 1.07% | -0.24% | -3.61% | |
| 22 | IDA | Idacorp Inc | 股票-公用事業 | 1.06% | -0.05% | +41.77% | |
| 23 | VMI | Valmont Industries | 股票-工業 | 1.05% | +0.35% | +10.86% | |
| 24 | FIBK | First Interstate Bancsys-a | 股票-其他 | 1.02% | +0.04% | +13.49% | |
| 25 | ASB | Associated Banc-corp | 股票-金融 | 0.99% | +0.07% | +39.70% | |
| 26 | VOYA | Voya Financial Inc | 股票-金融 | 0.96% | +0.19% | +17.09% | |
| 27 | KEYS | Keysight Technologies In | 股票-科技 | 0.94% | -0.30% | +16.29% | |
| 28 | SXI | Standex International CORP | 股票-其他 | 0.94% | +0.36% | -3.50% | |
| 29 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.94% | — | -4.36% | |
| 30 | ITT | Itt Inc | 股票-工業 | 0.94% | -0.06% | -3.50% | |
| 31 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.92% | -0.06% | +21.26% | |
| 32 | NBHC | National Bank Hold-cl A | 股票-其他 | 0.90% | +0.03% | +15.70% | |
| 33 | STAG | Stag Industrial Inc | 股票-房地產 | 0.89% | -0.04% | -4.23% | |
| 34 | MTG | Mgic Investment CORP | 股票-金融 | 0.88% | -0.02% | -3.52% | |
| 35 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.88% | +0.09% | -28.65% | |
| 36 | APY1EUR | Championx CORP | 股票-其他 | 0.87% | — | -2.67% | |
| 37 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.87% | +0.20% | -15.55% | |
| 38 | HLIT | Harmonic Inc | 股票-其他 | 0.85% | +0.49% | -3.56% | |
| 39 | IBP | Installed Building Products | 股票-循環性消費 | 0.84% | -0.24% | -4.46% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 0.84% | — | -1.93% | |
| 41 | HXL | Hexcel CORP | 股票-工業 | 0.84% | +0.14% | -3.17% | |
| 42 | KFY | Korn Ferry | 股票-工業 | 0.83% | -0.04% | -3.49% | |
| 43 | RGA | Reinsurance Group Of America | 股票-金融 | 0.82% | -0.07% | -2.03% | |
| 44 | CBT | Cabot CORP | 股票-原物料 | 0.81% | +0.08% | +12.11% | |
| 45 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.78% | -0.14% | -3.48% | |
| 46 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.78% | +0.14% | -3.51% | |
| 47 | AER | AerCap Holdings N.V. | 股票-工業 | 0.78% | -0.03% | -2.43% | |
| 48 | WCC | Wesco International Inc | 股票-工業 | 0.77% | +0.10% | -2.40% | |
| 49 | VLY | Valley National Bancorp | 股票-金融 | 0.77% | +0.08% | -4.23% | |
| 50 | GNTX | Gentex CORP | 股票-循環性消費 | 0.74% | +0.02% | -3.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +1.1% | +14.79% | 加碼 |
| 2 | EVR | Evercore Inc - A | +0.6% | NEW | 新建倉 |
| 3 | ADUS | Addus Homecare CORP | +0.5% | NEW | 新建倉 |
| 4 | SLAB | Silicon Laboratories Inc | +0.3% | +21.26% | 加碼 |
| 5 | ASB | Associated Banc-corp | +0.3% | +39.70% | 加碼 |
| 6 | IDA | Idacorp Inc | +0.3% | +41.77% | 加碼 |
| 7 | RRX | Regal Rexnord CORP | +0.3% | -2.82% | 減碼 |
| 8 | WBS | Webster Financial CORP | +0.2% | +54.26% | 加碼 |
| 9 | GTES | Gates Industrial Corporation plc | +0.2% | -3.72% | 減碼 |
| 10 | CLH | Clean Harbors Inc | +0.2% | -2.80% | 減碼 |
| 11 | VMI | Valmont Industries | +0.2% | +10.86% | 加碼 |
| 12 | CACI | Caci International Inc -cl A | +0.2% | -3.61% | 減碼 |
| 13 | KEYS | Keysight Technologies In | +0.2% | +16.29% | 加碼 |
| 14 | VOYA | Voya Financial Inc | +0.2% | +17.09% | 加碼 |
| 15 | ARMK | Aramark | +0.2% | +19.85% | 加碼 |
| 16 | NPO | Enpro Inc | +0.1% | -3.50% | 減碼 |
| 17 | ITT | Itt Inc | +0.1% | -3.50% | 減碼 |
| 18 | COHU | Cohu Inc | +0.1% | +6.20% | 加碼 |
| 19 | FIBK | First Interstate Bancsys-a | +0.1% | +13.49% | 加碼 |
| 20 | PTC | Ptc Inc | +0.1% | +7.47% | 加碼 |
| 21 | FHN | First Horizon CORP | +0.1% | -3.05% | 減碼 |
| 22 | URBN | Urban Outfitters Inc | +0.1% | -3.59% | 減碼 |
| 23 | HST | Host Hotels & Resorts Inc | +0.1% | +49.50% | 加碼 |
| 24 | NBHC | National Bank Hold-cl A | +0.1% | +15.70% | 加碼 |
| 25 | WCC | Wesco International Inc | +0.1% | -2.40% | 減碼 |
| 26 | NMRK | Newmark Group Inc-class A | +0.1% | +9.37% | 加碼 |
| 27 | EPAM | Epam Systems Inc | +0.1% | +16.87% | 加碼 |
| 28 | WTFC | Wintrust Financial CORP | +0.1% | -3.49% | 減碼 |
| 29 | DAR | Darling Ingredients Inc | +0.1% | +1.97% | 加碼 |
| 30 | OI | O-i Glass Inc | +0.1% | -3.70% | 減碼 |
| 31 | AER | AerCap Holdings N.V. | +0.1% | -2.43% | 減碼 |
| 32 | HAS | Hasbro Inc | +0.1% | -2.35% | 減碼 |
| 33 | VVV | Valvoline Inc | +0.1% | -0.78% | 減碼 |
| 34 | ROG | Rogers CORP | +0.1% | +19.94% | 加碼 |
| 35 | HA7 | Enviri CORP | +0.1% | -4.30% | 減碼 |
| 36 | LHX | L3harris Technologies Inc | +0.1% | -1.81% | 減碼 |
| 37 | DLTR | Dollar Tree Inc | +0.1% | -2.29% | 減碼 |
| 38 | NMIH | Nmi Holdings Inc | +0.1% | -3.52% | 減碼 |
| 39 | WAB | Wabtec CORP | +0.1% | -2.59% | 減碼 |
| 40 | PH | Parker Hannifin CORP | +0.1% | -1.75% | 減碼 |
| 41 | MTG | Mgic Investment CORP | +0.1% | -3.52% | 減碼 |
| 42 | QRVO | Qorvo Inc | +0.1% | -2.36% | 減碼 |
| 43 | EXP | Eagle Materials Inc | +0.1% | +23.30% | 加碼 |
| 44 | WHD | Cactus Inc - A | +0.1% | +13.71% | 加碼 |
| 45 | BDC | Belden Inc | +0.1% | -3.61% | 減碼 |
| 46 | NVST | Envista Holdings CORP | 0% | -3.23% | 減碼 |
| 47 | GPI | Group 1 Automotive Inc | 0% | -4.17% | 減碼 |
| 48 | ALLY | Ally Financial Inc | 0% | +1.65% | 加碼 |
| 49 | AMP | Ameriprise Financial Inc | 0% | -1.96% | 減碼 |
| 50 | FFIV | F5 Inc | 0% | -1.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Leeward Investments, LLC - MA 在 Q2 2025 季度的美股持倉總市值約為 US$22.0億，共申報了 141 個公開持股部位。
在 Q2 2025 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分別為：LITE (2.6%)、EHC (2.3%)、FHN (2.0%)。其中最大持股部位 LITE 佔據整體投資組合約 2.6% 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
EVR
市值: US$1106.7萬
本季最大獲利了結 / 清倉標的
GPN
前期市值: US$1031.1萬
在 Q2 2025 季度中，Leeward Investments, LLC - MA 共進行了 145 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 114 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EVR。 本季清倉部位包含 GPN。
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。