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
8.4%
Leeward Investments, LLC - MA 在 Q4 2025 季度的美股部位總計估值為 US$22.0億，分散於 141 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Leeward Investments, LLC - MA 採取防禦導向的調倉策略，本季減碼 112 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 LITE, FHN, EHC）累計市值佔比達 8.4%，是驅動 Leeward Investments, LLC - MA 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 | LITE | Lumentum Holdings Inc | 股票-科技 | 2.13% | -0.47% | -61.41% | |
| 2 | FHN | First Horizon CORP | 股票-金融 | 2.02% | -0.43% | -3.22% | |
| 3 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.79% | -0.11% | -2.27% | |
| 4 | CLH | Clean Harbors Inc | 股票-工業 | 1.72% | -0.15% | -2.84% | |
| 5 | RRX | Regal Rexnord CORP | 股票-工業 | 1.65% | +0.29% | +28.91% | |
| 6 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.56% | -0.11% | -1.34% | |
| 7 | ADC | Agree Realty CORP | 股票-房地產 | 1.48% | -0.15% | -2.37% | |
| 8 | HURN | Huron Consulting Group Inc | 股票-其他 | 1.47% | -0.37% | -1.82% | |
| 9 | VIAV | Viavi Solutions Inc | 股票-科技 | 1.45% | -0.14% | -1.68% | |
| 10 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.42% | -0.46% | -2.59% | |
| 11 | HXL | Hexcel CORP | 股票-工業 | 1.35% | +0.14% | -2.43% | |
| 12 | COLB | Columbia Banking System Inc | 股票-金融 | 1.28% | +0.07% | -0.49% | |
| 13 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.24% | +0.10% | +74.26% | |
| 14 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.22% | +0.05% | -25.59% | |
| 15 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.21% | +0.14% | -0.49% | |
| 16 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.21% | -0.16% | +23.29% | |
| 17 | NPO | Enpro Inc | 股票-工業 | 1.20% | +0.48% | -0.49% | |
| 18 | SXI | Standex International CORP | 股票-其他 | 1.19% | +0.36% | -1.76% | |
| 19 | VMI | Valmont Industries | 股票-工業 | 1.19% | +0.35% | -1.43% | |
| 20 | FIBK | First Interstate Bancsys-a | 股票-其他 | 1.14% | +0.04% | -0.46% | |
| 21 | VLY | Valley National Bancorp | 股票-金融 | 1.13% | +0.08% | +20.30% | |
| 22 | IBP | Installed Building Products | 股票-循環性消費 | 1.12% | -0.24% | -0.50% | |
| 23 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.11% | -0.08% | -2.51% | |
| 24 | CACI | Caci International Inc -cl A | 股票-科技 | 1.09% | -0.24% | -2.62% | |
| 25 | IDA | Idacorp Inc | 股票-公用事業 | 1.07% | -0.05% | -0.53% | |
| 26 | ONB | Old National Bancorp | 股票-金融 | 1.05% | +0.05% | -0.49% | |
| 27 | FBK | Fb Financial CORP | 股票-其他 | 1.04% | -0.03% | -0.40% | |
| 28 | NBHC | National Bank Hold-cl A | 股票-其他 | 1.03% | +0.03% | +20.94% | |
| 29 | KEYS | Keysight Technologies In | 股票-科技 | 1.01% | -0.30% | -5.43% | |
| 30 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.01% | — | -0.49% | |
| 31 | ASB | Associated Banc-corp | 股票-金融 | 0.97% | +0.07% | -0.54% | |
| 32 | ITT | Itt Inc | 股票-工業 | 0.95% | -0.06% | -1.83% | |
| 33 | VOYA | Voya Financial Inc | 股票-金融 | 0.94% | +0.19% | -0.48% | |
| 34 | WCC | Wesco International Inc | 股票-工業 | 0.88% | +0.10% | -5.55% | |
| 35 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.88% | +0.09% | -0.48% | |
| 36 | VVV | Valvoline Inc | 股票-循環性消費 | 0.87% | +0.05% | +11.94% | |
| 37 | HLIT | Harmonic Inc | 股票-其他 | 0.87% | +0.49% | +5.46% | |
| 38 | MTG | Mgic Investment CORP | 股票-金融 | 0.86% | -0.02% | -0.93% | |
| 39 | STAG | Stag Industrial Inc | 股票-房地產 | 0.84% | -0.04% | -0.55% | |
| 40 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.84% | -0.06% | -0.36% | |
| 41 | CDP | Copt Defense Properties | 股票-其他 | 0.83% | +0.07% | +21.43% | |
| 42 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.82% | +0.20% | -0.97% | |
| 43 | INGR | Ingredion Inc | 股票-非循環性消費 | 0.80% | -0.19% | -2.49% | |
| 44 | OPCH | Option Care Health Inc | 股票-醫療保健 | 0.79% | +0.04% | +15.32% | |
| 45 | GNTX | Gentex CORP | 股票-循環性消費 | 0.77% | +0.02% | -2.22% | |
| 46 | CBT | Cabot CORP | 股票-原物料 | 0.77% | +0.08% | +15.56% | |
| 47 | BDC | Belden Inc | 股票-科技 | 0.77% | +0.06% | +54.52% | |
| 48 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.76% | -0.12% | +12.65% | |
| 49 | MCHP | Microchip Technology Inc | 股票-科技 | 0.75% | +0.16% | +68.43% | |
| 50 | COHU | Cohu Inc | 股票-其他 | 0.73% | +0.80% | -0.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AXTA | Axalta Coating Systems Ltd. | +0.6% | +74.26% | 加碼 |
| 2 | VIAV | Viavi Solutions Inc | +0.4% | -1.68% | 減碼 |
| 3 | RRX | Regal Rexnord CORP | +0.3% | +28.91% | 加碼 |
| 4 | GMED | Globus Medical Inc - A | +0.3% | +12.65% | 加碼 |
| 5 | MCHP | Microchip Technology Inc | +0.3% | +68.43% | 加碼 |
| 6 | VLY | Valley National Bancorp | +0.3% | +20.30% | 加碼 |
| 7 | BDC | Belden Inc | +0.3% | +54.52% | 加碼 |
| 8 | AKAM | Akamai Technologies Inc | +0.2% | +32.58% | 加碼 |
| 9 | PBH | Prestige Consumer Healthcare | +0.2% | +23.29% | 加碼 |
| 10 | HA7 | Enviri CORP | +0.2% | -0.50% | 減碼 |
| 11 | OPCH | Option Care Health Inc | +0.2% | +15.32% | 加碼 |
| 12 | HURN | Huron Consulting Group Inc | +0.2% | -1.82% | 減碼 |
| 13 | HXL | Hexcel CORP | +0.2% | -2.43% | 減碼 |
| 14 | DOV | Dover CORP | +0.2% | +22.18% | 加碼 |
| 15 | NBHC | National Bank Hold-cl A | +0.2% | +20.94% | 加碼 |
| 16 | SLB | Slb LTD | +0.1% | +13.72% | 加碼 |
| 17 | CDP | Copt Defense Properties | +0.1% | +21.43% | 加碼 |
| 18 | DLTR | Dollar Tree Inc | +0.1% | +9.86% | 加碼 |
| 19 | EPAM | Epam Systems Inc | +0.1% | -5.41% | 減碼 |
| 20 | SHOO | Steven Madden LTD | +0.1% | -0.93% | 減碼 |
| 21 | MZTI | Marzetti Company/the | +0.1% | +29.80% | 加碼 |
| 22 | YETI | Yeti Holdings Inc | +0.1% | -0.42% | 減碼 |
| 23 | COLB | Columbia Banking System Inc | +0.1% | -0.49% | 減碼 |
| 24 | KEYS | Keysight Technologies In | +0.1% | -5.43% | 減碼 |
| 25 | COHU | Cohu Inc | +0.1% | -0.38% | 減碼 |
| 26 | PR | Permian Resources Corp-cl A | +0.1% | -2.59% | 減碼 |
| 27 | GPI | Group 1 Automotive Inc | +0.1% | +26.85% | 加碼 |
| 28 | FIBK | First Interstate Bancsys-a | +0.1% | -0.46% | 減碼 |
| 29 | WHD | Cactus Inc - A | +0.1% | -1.23% | 減碼 |
| 30 | ROG | Rogers CORP | +0.1% | -0.51% | 減碼 |
| 31 | WCC | Wesco International Inc | +0.1% | -5.55% | 減碼 |
| 32 | SR | Spire Inc | +0.1% | +14.09% | 加碼 |
| 33 | XPRO | Expro Group Holdings N.V. | +0.1% | -1.25% | 減碼 |
| 34 | THS | Treehouse Foods Inc | +0.1% | -0.34% | 減碼 |
| 35 | BKH | Black Hills CORP | +0.1% | -0.55% | 減碼 |
| 36 | HUM | Humana Inc | +0.1% | +15.55% | 加碼 |
| 37 | AER | AerCap Holdings N.V. | +0.1% | -5.05% | 減碼 |
| 38 | CTRA | Coterra Energy Inc | +0.1% | +1.23% | 加碼 |
| 39 | OI | O-i Glass Inc | +0.1% | -0.48% | 減碼 |
| 40 | INDB | Independent Bank Corp/ma | 0% | -0.49% | 減碼 |
| 41 | ALLY | Ally Financial Inc | 0% | -4.76% | 減碼 |
| 42 | POR | Portland General Electric Co | 0% | -0.53% | 減碼 |
| 43 | UVSP | Univest Financial CORP | 0% | -0.51% | 減碼 |
| 44 | CACI | Caci International Inc -cl A | 0% | -2.62% | 減碼 |
| 45 | IBP | Installed Building Products | 0% | -0.50% | 減碼 |
| 46 | DAR | Darling Ingredients Inc | 0% | -4.76% | 減碼 |
| 47 | CTO | Cto Realty Growth Inc | 0% | -0.47% | 減碼 |
| 48 | ESS | Essex Property Trust Inc | 0% | +11.18% | 加碼 |
| 49 | NGVT | Ingevity CORP | 0% | -0.48% | 減碼 |
| 50 | G | Genpact Limited | 0% | -5.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Leeward Investments, LLC - MA 在 Q4 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 Q4 2025 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分別為：LITE (2.1%)、FHN (2.0%)、EHC (1.8%)。其中最大持股部位 LITE 佔據整體投資組合約 2.1% 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
A
市值: US$1234.9萬
本季最大獲利了結 / 清倉標的
HO1
前期市值: US$1064.5萬
在 Q4 2025 季度中，Leeward Investments, LLC - MA 共進行了 144 項持倉異動，包含新建倉 2 個部位、加碼 27 個部位、減碼 112 個部位以及清倉 3 個部位。 其中最大新建倉標的為 A。 本季清倉部位包含 HO1。
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。