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
9.2%
Q1 2026 季度申報顯示，Leeward Investments, LLC - MA 揭露的美股組合總市值為 US$22.0億，涵蓋 142 個不同之權益投資部位。
在 Q1 2026，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 119 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 VIAV, PR, RRX）占據了總市值的 9.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | VIAV | Viavi Solutions Inc | 股票-科技 | 2.34% | -0.14% | -11.27% | |
| 2 | PR | Permian Resources Corp-cl A | 股票-能源 | 2.03% | -0.46% | -3.29% | |
| 3 | RRX | Regal Rexnord CORP | 股票-工業 | 2.03% | +0.29% | -5.54% | |
| 4 | CLH | Clean Harbors Inc | 股票-工業 | 1.99% | -0.15% | -2.98% | |
| 5 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.61% | -0.11% | +0.95% | |
| 6 | ADC | Agree Realty CORP | 股票-房地產 | 1.46% | -0.15% | -2.91% | |
| 7 | HXL | Hexcel CORP | 股票-工業 | 1.40% | +0.14% | -2.96% | |
| 8 | SXI | Standex International CORP | 股票-其他 | 1.34% | +0.36% | -1.94% | |
| 9 | NPO | Enpro Inc | 股票-工業 | 1.33% | +0.48% | -3.20% | |
| 10 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.29% | -0.11% | -1.82% | |
| 11 | KEYS | Keysight Technologies In | 股票-科技 | 1.27% | -0.30% | -7.40% | |
| 12 | SLAB | Silicon Laboratories Inc | 股票-科技 | 1.26% | -0.06% | -3.20% | |
| 13 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.21% | +0.14% | -2.69% | |
| 14 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.21% | -0.47% | -69.47% | |
| 15 | COLB | Columbia Banking System Inc | 股票-金融 | 1.19% | +0.07% | -2.68% | |
| 16 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 1.16% | +0.20% | +52.46% | |
| 17 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.16% | +0.05% | -1.93% | |
| 18 | IDA | Idacorp Inc | 股票-公用事業 | 1.15% | -0.05% | -2.68% | |
| 19 | VMI | Valmont Industries | 股票-工業 | 1.13% | +0.35% | -1.80% | |
| 20 | VLY | Valley National Bancorp | 股票-金融 | 1.13% | +0.08% | -2.67% | |
| 21 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.10% | -0.16% | -2.71% | |
| 22 | FHN | First Horizon CORP | 股票-金融 | 1.10% | -0.43% | -41.46% | |
| 23 | IBP | Installed Building Products | 股票-循環性消費 | 1.09% | -0.24% | -2.69% | |
| 24 | CACI | Caci International Inc -cl A | 股票-科技 | 1.06% | -0.24% | -1.93% | |
| 25 | HURN | Huron Consulting Group Inc | 股票-其他 | 1.04% | -0.37% | -1.40% | |
| 26 | FIBK | First Interstate Bancsys-a | 股票-其他 | 1.04% | +0.04% | -2.67% | |
| 27 | VVV | Valvoline Inc | 股票-循環性消費 | 1.03% | +0.05% | +4.90% | |
| 28 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.01% | +0.10% | -2.94% | |
| 29 | NBHC | National Bank Hold-cl A | 股票-其他 | 1.00% | +0.03% | -2.68% | |
| 30 | ITT | Itt Inc | 股票-工業 | 1.00% | -0.06% | -1.43% | |
| 31 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.00% | -0.08% | -2.91% | |
| 32 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.99% | — | -2.68% | |
| 33 | ONB | Old National Bancorp | 股票-金融 | 0.99% | +0.05% | -2.68% | |
| 34 | COHU | Cohu Inc | 股票-其他 | 0.98% | +0.80% | +3.98% | |
| 35 | VOYA | Voya Financial Inc | 股票-金融 | 0.98% | +0.19% | +16.51% | |
| 36 | MUSA | Murphy USA Inc | 股票-循環性消費 | 0.97% | -0.47% | +25.79% | |
| 37 | WCC | Wesco International Inc | 股票-工業 | 0.93% | +0.10% | -3.35% | |
| 38 | ASB | Associated Banc-corp | 股票-金融 | 0.92% | +0.07% | -2.68% | |
| 39 | KFY | Korn Ferry | 股票-工業 | 0.92% | -0.04% | +42.95% | |
| 40 | FBK | Fb Financial CORP | 股票-其他 | 0.92% | -0.03% | -2.68% | |
| 41 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.88% | -0.18% | +52.02% | |
| 42 | CDP | Copt Defense Properties | 股票-其他 | 0.87% | +0.07% | -2.38% | |
| 43 | XPRO | Expro Group Holdings N.V. | 股票-其他 | 0.84% | -0.05% | -2.72% | |
| 44 | CBT | Cabot CORP | 股票-原物料 | 0.83% | +0.08% | -2.33% | |
| 45 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.81% | -0.29% | -3.34% | |
| 46 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.79% | +0.09% | -2.68% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.78% | -0.16% | -3.35% | |
| 48 | STAG | Stag Industrial Inc | 股票-房地產 | 0.78% | -0.04% | -2.69% | |
| 49 | BDC | Belden Inc | 股票-科技 | 0.78% | +0.06% | +5.31% | |
| 50 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.78% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIAV | Viavi Solutions Inc | +0.9% | -11.27% | 減碼 |
| 2 | PR | Permian Resources Corp-cl A | +0.6% | -3.29% | 減碼 |
| 3 | SLAB | Silicon Laboratories Inc | +0.4% | -3.20% | 減碼 |
| 4 | RRX | Regal Rexnord CORP | +0.4% | -5.54% | 減碼 |
| 5 | PFGC | Performance Food Group Co | +0.3% | +52.46% | 加碼 |
| 6 | MUSA | Murphy USA Inc | +0.3% | +25.79% | 加碼 |
| 7 | CLH | Clean Harbors Inc | +0.3% | -2.98% | 減碼 |
| 8 | KEYS | Keysight Technologies In | +0.3% | -7.40% | 減碼 |
| 9 | COHU | Cohu Inc | +0.3% | +3.98% | 加碼 |
| 10 | DAR | Darling Ingredients Inc | +0.2% | -3.36% | 減碼 |
| 11 | KFY | Korn Ferry | +0.2% | +42.95% | 加碼 |
| 12 | STZ | Constellation Brands Inc-a | +0.2% | +81.05% | 加碼 |
| 13 | GPI | Group 1 Automotive Inc | +0.2% | +52.02% | 加碼 |
| 14 | VVV | Valvoline Inc | +0.2% | +4.90% | 加碼 |
| 15 | SLB | Slb LTD | +0.2% | -3.35% | 減碼 |
| 16 | XPRO | Expro Group Holdings N.V. | +0.2% | -2.72% | 減碼 |
| 17 | AKAM | Akamai Technologies Inc | +0.2% | -3.34% | 減碼 |
| 18 | SXI | Standex International CORP | +0.2% | -1.94% | 減碼 |
| 19 | NSA | National Storage Affiliates | +0.2% | -2.55% | 減碼 |
| 20 | SR | Spire Inc | +0.1% | +19.41% | 加碼 |
| 21 | NPO | Enpro Inc | +0.1% | -3.20% | 減碼 |
| 22 | CTRA | Coterra Energy Inc | +0.1% | -3.32% | 減碼 |
| 23 | FANG | Diamondback Energy Inc | +0.1% | -3.33% | 減碼 |
| 24 | ETR | Entergy CORP | +0.1% | -3.34% | 減碼 |
| 25 | IDA | Idacorp Inc | +0.1% | -2.68% | 減碼 |
| 26 | ROG | Rogers CORP | +0.1% | -2.65% | 減碼 |
| 27 | NGVT | Ingevity CORP | +0.1% | -2.68% | 減碼 |
| 28 | CBT | Cabot CORP | +0.1% | -2.33% | 減碼 |
| 29 | NVST | Envista Holdings CORP | +0.1% | -2.91% | 減碼 |
| 30 | HXL | Hexcel CORP | +0.1% | -2.96% | 減碼 |
| 31 | ITT | Itt Inc | +0.1% | -1.43% | 減碼 |
| 32 | WCC | Wesco International Inc | +0.1% | -3.35% | 減碼 |
| 33 | WAB | Wabtec CORP | +0.1% | -3.34% | 減碼 |
| 34 | LHX | L3harris Technologies Inc | +0.1% | -3.32% | 減碼 |
| 35 | VOYA | Voya Financial Inc | 0% | +16.51% | 加碼 |
| 36 | DORM | Dorman Products Inc | 0% | +28.39% | 加碼 |
| 37 | CDP | Copt Defense Properties | 0% | -2.38% | 減碼 |
| 38 | PKG | Packaging CORP Of America | 0% | +8.67% | 加碼 |
| 39 | DTE | Dte Energy Company | 0% | -3.34% | 減碼 |
| 40 | EVRG | Evergy Inc | 0% | -3.34% | 減碼 |
| 41 | BWA | Borgwarner Inc | 0% | -3.35% | 減碼 |
| 42 | POR | Portland General Electric Co | 0% | -2.68% | 減碼 |
| 43 | CNP | Centerpoint Energy Inc | 0% | -3.35% | 減碼 |
| 44 | BALL | Ball CORP | 0% | -3.34% | 減碼 |
| 45 | HA7 | Enviri CORP | 0% | -2.66% | 減碼 |
| 46 | WBS | Webster Financial CORP | 0% | -3.35% | 減碼 |
| 47 | ARMK | Aramark | 0% | -3.35% | 減碼 |
| 48 | WEC | Wec Energy Group Inc | 0% | -3.29% | 減碼 |
| 49 | WABC | Westamerica Bancorporation | 0% | -2.64% | 減碼 |
| 50 | BDC | Belden Inc | 0% | +5.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Leeward Investments, LLC - MA 在 Q1 2026 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 Q1 2026 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分別為：VIAV (2.3%)、PR (2.0%)、RRX (2.0%)。其中最大持股部位 VIAV 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
SFNC
市值: US$1574.4萬
本季最大獲利了結 / 清倉標的
HAS
前期市值: US$1050.2萬
在 Q1 2026 季度中，Leeward Investments, LLC - MA 共進行了 147 項持倉異動，包含新建倉 6 個部位、加碼 17 個部位、減碼 119 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SFNC。 本季清倉部位包含 HAS。
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。