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
142 檔
9.0%
截至 Q3 2025 季度末，Leeward Investments, LLC - MA 的美股持倉估值約為 US$22.0億，全數申報部位共有 142 檔。
在 Q3 2025，Leeward Investments, LLC - MA 展現出較為審慎的避險與獲利了結姿態。本季共減碼 97 個部位並完全清倉 9 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Leeward Investments, LLC - MA 的前 5 大持股（包含 LITE, EHC, FHN）貢獻了組合市值的 9.0%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | 2.46% | -0.47% | -42.66% | |
| 2 | EHC | Encompass Health CORP | 股票-醫療保健 | 2.22% | -0.11% | -2.67% | |
| 3 | FHN | First Horizon CORP | 股票-金融 | 2.00% | -0.43% | -2.71% | |
| 4 | CLH | Clean Harbors Inc | 股票-工業 | 1.77% | -0.15% | -2.81% | |
| 5 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.72% | -0.11% | -2.21% | |
| 6 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.57% | +0.05% | -2.19% | |
| 7 | ADC | Agree Realty CORP | 股票-房地產 | 1.51% | -0.15% | -2.68% | |
| 8 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.42% | +0.14% | -2.20% | |
| 9 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.34% | -0.46% | +4.13% | |
| 10 | RRX | Regal Rexnord CORP | 股票-工業 | 1.32% | +0.29% | -2.94% | |
| 11 | NPO | Enpro Inc | 股票-工業 | 1.29% | +0.48% | -2.19% | |
| 12 | HURN | Huron Consulting Group Inc | 股票-其他 | 1.29% | -0.37% | -2.20% | |
| 13 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.23% | -0.08% | -2.73% | |
| 14 | SXI | Standex International CORP | 股票-其他 | 1.20% | +0.36% | -2.19% | |
| 15 | COLB | Columbia Banking System Inc | 股票-金融 | 1.20% | +0.07% | -2.19% | |
| 16 | HXL | Hexcel CORP | 股票-工業 | 1.19% | +0.14% | +33.38% | |
| 17 | VMI | Valmont Industries | 股票-工業 | 1.17% | +0.35% | -2.19% | |
| 18 | IDA | Idacorp Inc | 股票-公用事業 | 1.14% | -0.05% | -2.20% | |
| 19 | IBP | Installed Building Products | 股票-循環性消費 | 1.09% | -0.24% | -2.12% | |
| 20 | FIBK | First Interstate Bancsys-a | 股票-其他 | 1.06% | +0.04% | -2.18% | |
| 21 | VIAV | Viavi Solutions Inc | 股票-科技 | 1.06% | -0.14% | +11.54% | |
| 22 | FBK | Fb Financial CORP | 股票-其他 | 1.06% | -0.03% | — | |
| 23 | CACI | Caci International Inc -cl A | 股票-科技 | 1.05% | -0.24% | -2.27% | |
| 24 | ONB | Old National Bancorp | 股票-金融 | 1.05% | +0.05% | -2.21% | |
| 25 | ITT | Itt Inc | 股票-工業 | 1.01% | -0.06% | -2.20% | |
| 26 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.00% | -0.16% | -2.21% | |
| 27 | ASB | Associated Banc-corp | 股票-金融 | 0.98% | +0.07% | -2.21% | |
| 28 | VVV | Valvoline Inc | 股票-循環性消費 | 0.97% | +0.05% | -2.76% | |
| 29 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.97% | — | -2.20% | |
| 30 | GNTX | Gentex CORP | 股票-循環性消費 | 0.97% | +0.02% | +5.68% | |
| 31 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.97% | +0.20% | -2.18% | |
| 32 | VOYA | Voya Financial Inc | 股票-金融 | 0.95% | +0.19% | -2.13% | |
| 33 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.93% | +0.14% | -2.20% | |
| 34 | KEYS | Keysight Technologies In | 股票-科技 | 0.93% | -0.30% | -3.50% | |
| 35 | INGR | Ingredion Inc | 股票-非循環性消費 | 0.92% | -0.19% | -2.69% | |
| 36 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.88% | +0.09% | -2.20% | |
| 37 | NBHC | National Bank Hold-cl A | 股票-其他 | 0.87% | +0.03% | -2.21% | |
| 38 | VLY | Valley National Bancorp | 股票-金融 | 0.86% | +0.08% | -2.21% | |
| 39 | HLIT | Harmonic Inc | 股票-其他 | 0.86% | +0.49% | -2.11% | |
| 40 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.85% | -0.06% | +7.86% | |
| 41 | MTG | Mgic Investment CORP | 股票-金融 | 0.85% | -0.02% | -2.21% | |
| 42 | ALL | Allstate CORP | 股票-金融 | 0.83% | — | -3.50% | |
| 43 | WCC | Wesco International Inc | 股票-工業 | 0.82% | +0.10% | -3.49% | |
| 44 | STAG | Stag Industrial Inc | 股票-房地產 | 0.82% | -0.04% | -2.20% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.81% | +0.06% | -31.93% | |
| 46 | PTC | Ptc Inc | 股票-科技 | 0.79% | -0.17% | -3.50% | |
| 47 | CBT | Cabot CORP | 股票-原物料 | 0.77% | +0.08% | -2.21% | |
| 48 | CIM | Chimera Investment CORP | 股票-其他 | 0.77% | -0.03% | +125.80% | |
| 49 | KFY | Korn Ferry | 股票-工業 | 0.75% | -0.04% | -2.20% | |
| 50 | RGA | Reinsurance Group Of America | 股票-金融 | 0.73% | -0.07% | -3.49% |
| # | 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% | -42.66% | 減碼 |
| 2 | NMRK | Newmark Group Inc-class A | +0.6% | -2.21% | 加碼 |
| 3 | CIM | Chimera Investment CORP | +0.4% | +125.80% | 加碼 |
| 4 | IDA | Idacorp Inc | +0.4% | -2.20% | 加碼 |
| 5 | HXL | Hexcel CORP | +0.4% | +33.38% | 加碼 |
| 6 | VMI | Valmont Industries | +0.3% | -2.19% | 加碼 |
| 7 | ASB | Associated Banc-corp | +0.3% | -2.21% | 加碼 |
| 8 | COHU | Cohu Inc | +0.3% | +37.70% | 加碼 |
| 9 | NPO | Enpro Inc | +0.3% | -2.19% | 減碼 |
| 10 | SLAB | Silicon Laboratories Inc | +0.3% | +7.86% | 加碼 |
| 11 | GTES | Gates Industrial Corporation plc | +0.3% | -2.20% | 減碼 |
| 12 | IBP | Installed Building Products | +0.3% | -2.12% | 減碼 |
| 13 | WBS | Webster Financial CORP | +0.3% | -3.48% | 加碼 |
| 14 | ARMK | Aramark | +0.2% | +25.00% | 加碼 |
| 15 | ITT | Itt Inc | +0.2% | -2.20% | 減碼 |
| 16 | ROG | Rogers CORP | +0.2% | +15.05% | 加碼 |
| 17 | HA7 | Enviri CORP | +0.2% | -2.16% | 減碼 |
| 18 | SXI | Standex International CORP | +0.2% | -2.19% | 減碼 |
| 19 | CACI | Caci International Inc -cl A | +0.2% | -2.27% | 減碼 |
| 20 | KEYS | Keysight Technologies In | +0.2% | -3.50% | 加碼 |
| 21 | PTC | Ptc Inc | +0.2% | -3.50% | 加碼 |
| 22 | FIBK | First Interstate Bancsys-a | +0.2% | -2.18% | 加碼 |
| 23 | VOYA | Voya Financial Inc | +0.2% | -2.13% | 加碼 |
| 24 | XPRO | Expro Group Holdings N.V. | +0.2% | +25.05% | 加碼 |
| 25 | RRX | Regal Rexnord CORP | +0.2% | -2.94% | 減碼 |
| 26 | VIAV | Viavi Solutions Inc | +0.2% | +11.54% | 加碼 |
| 27 | GPI | Group 1 Automotive Inc | +0.2% | +27.86% | 加碼 |
| 28 | WCC | Wesco International Inc | +0.2% | -3.49% | 減碼 |
| 29 | GNTX | Gentex CORP | +0.2% | +5.68% | 加碼 |
| 30 | HUM | Humana Inc | +0.2% | +77.31% | 加碼 |
| 31 | DORM | Dorman Products Inc | +0.1% | -2.20% | 減碼 |
| 32 | LHX | L3harris Technologies Inc | +0.1% | -3.49% | 減碼 |
| 33 | CLH | Clean Harbors Inc | +0.1% | -2.81% | 減碼 |
| 34 | FHN | First Horizon CORP | +0.1% | -2.71% | 減碼 |
| 35 | HST | Host Hotels & Resorts Inc | +0.1% | -3.48% | 加碼 |
| 36 | WTFC | Wintrust Financial CORP | +0.1% | -2.19% | 減碼 |
| 37 | EVRG | Evergy Inc | +0.1% | +13.93% | 加碼 |
| 38 | NGVT | Ingevity CORP | +0.1% | -2.20% | 減碼 |
| 39 | BDC | Belden Inc | +0.1% | +10.84% | 加碼 |
| 40 | EXP | Eagle Materials Inc | +0.1% | -3.46% | 加碼 |
| 41 | NBHC | National Bank Hold-cl A | +0.1% | -2.21% | 加碼 |
| 42 | ETR | Entergy CORP | +0.1% | +12.15% | 加碼 |
| 43 | BWA | Borgwarner Inc | +0.1% | -3.49% | 減碼 |
| 44 | URBN | Urban Outfitters Inc | +0.1% | -2.19% | 減碼 |
| 45 | PH | Parker Hannifin CORP | +0.1% | -3.47% | 減碼 |
| 46 | VLY | Valley National Bancorp | +0.1% | -2.21% | 減碼 |
| 47 | YETI | Yeti Holdings Inc | +0.1% | +46.27% | 加碼 |
| 48 | HAS | Hasbro Inc | +0.1% | -3.50% | 減碼 |
| 49 | PFGC | Performance Food Group Co | +0.1% | -2.18% | 減碼 |
| 50 | SHOO | Steven Madden LTD | +0.1% | -2.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Leeward Investments, LLC - MA 在 Q3 2025 季度的美股持倉總市值約為 US$22.0億，共申報了 142 個公開持股部位。
在 Q3 2025 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分別為：LITE (2.5%)、EHC (2.2%)、FHN (2.0%)。其中最大持股部位 LITE 佔據整體投資組合約 2.5% 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
FBK
市值: US$2068.0萬
本季最大獲利了結 / 清倉標的
PNW
前期市值: US$3124.2萬
在 Q3 2025 季度中，Leeward Investments, LLC - MA 共進行了 151 項持倉異動，包含新建倉 8 個部位、加碼 37 個部位、減碼 97 個部位以及清倉 9 個部位。 其中最大新建倉標的為 FBK。 本季清倉部位包含 PNW。
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。