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$19.8億
US$19.8億
140 檔
11.7%
截至 Q2 2026 季度末，Leeward Investments, LLC - MA 的美股持倉估值約為 US$19.8億，全數申報部位共有 140 檔。
在 Q2 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 115 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 ROG, RRX, VIAV）占據了總市值的 11.7%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
PB
市值: US$1508.4萬
本季最大獲利了結 / 清倉標的
HA7
前期市值: US$1449.0萬
| # | 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 | ROG | Rogers CORP | 股票-其他 | 2.34% | +0.20% | +128.16% | |
| 2 | RRX | Regal Rexnord CORP | 股票-工業 | 2.31% | -0.70% | -2.69% | |
| 3 | VIAV | Viavi Solutions Inc | 股票-科技 | 2.20% | -0.81% | -28.75% | |
| 4 | CLH | Clean Harbors Inc | 股票-工業 | 1.84% | +0.21% | -3.62% | |
| 5 | NPO | Enpro Inc | 股票-工業 | 1.81% | -0.27% | -1.64% | |
| 6 | COHU | Cohu Inc | 股票-其他 | 1.78% | -1.27% | -18.20% | |
| 7 | SXI | Standex International CORP | 股票-其他 | 1.70% | -0.33% | -1.61% | |
| 8 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.57% | +0.34% | -2.93% | |
| 9 | HXL | Hexcel CORP | 股票-工業 | 1.54% | -0.26% | -3.51% | |
| 10 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.50% | +0.42% | -2.93% | |
| 11 | VMI | Valmont Industries | 股票-工業 | 1.48% | -0.25% | -2.08% | |
| 12 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 1.36% | -0.17% | -2.90% | |
| 13 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.35% | -1.35% | EXIT | |
| 14 | ADC | Agree Realty CORP | 股票-房地產 | 1.31% | -0.08% | -3.28% | |
| 15 | COLB | Columbia Banking System Inc | 股票-金融 | 1.26% | -0.09% | -2.16% | |
| 16 | HLIT | Harmonic Inc | 股票-其他 | 1.24% | -0.40% | -2.04% | |
| 17 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.21% | -0.09% | -1.63% | |
| 18 | VLY | Valley National Bancorp | 股票-金融 | 1.21% | -0.11% | -2.14% | |
| 19 | SLAB | Silicon Laboratories Inc | 股票-科技 | 1.20% | -0.08% | -1.63% | |
| 20 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.18% | -0.18% | -2.15% | |
| 21 | VOYA | Voya Financial Inc | 股票-金融 | 1.17% | +0.10% | -2.06% | |
| 22 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.11% | — | -3.40% | |
| 23 | IDA | Idacorp Inc | 股票-公用事業 | 1.10% | -0.11% | -2.09% | |
| 24 | VVV | Valvoline Inc | 股票-循環性消費 | 1.08% | -0.03% | -3.13% | |
| 25 | FIBK | First Interstate Bancsys-a | 股票-其他 | 1.08% | -0.03% | -2.15% | |
| 26 | ONB | Old National Bancorp | 股票-金融 | 1.04% | — | -2.15% | |
| 27 | NBHC | National Bank Hold-cl A | 股票-其他 | 1.03% | -0.08% | -2.15% | |
| 28 | WCC | Wesco International Inc | 股票-工業 | 1.03% | +0.14% | -5.44% | |
| 29 | ASB | Associated Banc-corp | 股票-金融 | 0.99% | -0.02% | -2.09% | |
| 30 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.99% | -0.02% | -2.15% | |
| 31 | KEYS | Keysight Technologies In | 股票-科技 | 0.97% | — | -33.34% | |
| 32 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 0.94% | +0.28% | +16.22% | |
| 33 | ITT | Itt Inc | 股票-工業 | 0.94% | -0.26% | -2.10% | |
| 34 | CDP | Copt Defense Properties | 股票-其他 | 0.94% | -0.04% | -2.04% | |
| 35 | STWD | Starwood Property Trust Inc | 股票-房地產 | 0.92% | -0.15% | +5.15% | |
| 36 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.91% | -0.22% | -2.03% | |
| 37 | CBT | Cabot CORP | 股票-原物料 | 0.91% | -0.10% | -2.04% | |
| 38 | FBK | Fb Financial CORP | 股票-其他 | 0.89% | -0.02% | -2.15% | |
| 39 | MCHP | Microchip Technology Inc | 股票-科技 | 0.88% | -0.05% | -5.19% | |
| 40 | KFY | Korn Ferry | 股票-工業 | 0.88% | +0.11% | -2.03% | |
| 41 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 0.88% | +0.04% | -2.15% | |
| 42 | IBP | Installed Building Products | 股票-循環性消費 | 0.85% | -0.04% | -2.15% | |
| 43 | HLIO | Helios Technologies Inc | 股票-其他 | 0.85% | -0.17% | +40.04% | |
| 44 | WHD | Cactus Inc - A | 股票-其他 | 0.85% | +0.23% | +38.78% | |
| 45 | BDC | Belden Inc | 股票-科技 | 0.84% | -0.05% | +12.27% | |
| 46 | CACI | Caci International Inc -cl A | 股票-科技 | 0.82% | +0.31% | -1.77% | |
| 47 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.82% | +0.03% | -2.07% | |
| 48 | XPRO | Expro Group Holdings N.V. | 股票-其他 | 0.79% | -0.79% | EXIT | |
| 49 | NSA | National Storage Affiliates | 股票-房地產 | 0.78% | -0.78% | EXIT | |
| 50 | STAG | Stag Industrial Inc | 股票-房地產 | 0.74% | -0.01% | -2.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ROG | Rogers CORP | +1.6% | +128.16% | 加碼 |
| 2 | COHU | Cohu Inc | +0.8% | -18.20% | 減碼 |
| 3 | PB | Prosperity Bancshares Inc | +0.7% | NEW | 新建倉 |
| 4 | HLIT | Harmonic Inc | +0.5% | -2.04% | 減碼 |
| 5 | NPO | Enpro Inc | +0.5% | -1.64% | 減碼 |
| 6 | JLL | Jones Lang Lasalle Inc | +0.5% | NEW | 新建倉 |
| 7 | DVN | Devon Energy CORP | +0.4% | NEW | 新建倉 |
| 8 | HLIO | Helios Technologies Inc | +0.4% | +40.04% | 加碼 |
| 9 | SXI | Standex International CORP | +0.4% | -1.61% | 減碼 |
| 10 | VMI | Valmont Industries | +0.4% | -2.08% | 減碼 |
| 11 | RRX | Regal Rexnord CORP | +0.3% | -2.69% | 減碼 |
| 12 | WHD | Cactus Inc - A | +0.2% | +38.78% | 加碼 |
| 13 | IOSP | Innospec Inc | +0.2% | +79.50% | 加碼 |
| 14 | PFGC | Performance Food Group Co | +0.2% | -2.90% | 減碼 |
| 15 | VOYA | Voya Financial Inc | +0.2% | -2.06% | 減碼 |
| 16 | MCHP | Microchip Technology Inc | +0.2% | -5.19% | 減碼 |
| 17 | HXL | Hexcel CORP | +0.1% | -3.51% | 減碼 |
| 18 | GTES | Gates Industrial Corporation plc | +0.1% | -2.15% | 減碼 |
| 19 | DORM | Dorman Products Inc | +0.1% | -2.03% | 減碼 |
| 20 | YETI | Yeti Holdings Inc | +0.1% | +19.16% | 加碼 |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +793.83% | 加碼 |
| 22 | SHOO | Steven Madden LTD | +0.1% | +14.14% | 加碼 |
| 23 | HUM | Humana Inc | +0.1% | -4.26% | 減碼 |
| 24 | ARMK | Aramark | +0.1% | -5.44% | 減碼 |
| 25 | SSB | Southstate Bank CORP | +0.1% | +32.23% | 加碼 |
| 26 | IART | Integra Lifesciences Holding | +0.1% | -1.52% | 減碼 |
| 27 | AXTA | Axalta Coating Systems Ltd. | +0.1% | -3.40% | 減碼 |
| 28 | WCC | Wesco International Inc | +0.1% | -5.44% | 減碼 |
| 29 | THG | Hanover Insurance Group Inc/ | +0.1% | -2.15% | 減碼 |
| 30 | CAKE | Cheesecake Factory Inc/the | +0.1% | -2.08% | 減碼 |
| 31 | VLY | Valley National Bancorp | +0.1% | -2.14% | 減碼 |
| 32 | CBT | Cabot CORP | +0.1% | -2.04% | 減碼 |
| 33 | UVSP | Univest Financial CORP | +0.1% | -2.14% | 減碼 |
| 34 | EXP | Eagle Materials Inc | +0.1% | +9.04% | 加碼 |
| 35 | COLB | Columbia Banking System Inc | +0.1% | -2.16% | 減碼 |
| 36 | ASB | Associated Banc-corp | +0.1% | -2.09% | 減碼 |
| 37 | CDP | Copt Defense Properties | +0.1% | -2.04% | 減碼 |
| 38 | URBN | Urban Outfitters Inc | +0.1% | +19.61% | 加碼 |
| 39 | LKQ | Lkq CORP | +0.1% | +53.05% | 加碼 |
| 40 | BDC | Belden Inc | +0.1% | +12.27% | 加碼 |
| 41 | IWN | Ishares Russell 2000 Value E | +0.1% | +2.94% | 加碼 |
| 42 | WTFC | Wintrust Financial CORP | +0.1% | -1.63% | 減碼 |
| 43 | ONB | Old National Bancorp | +0.1% | -2.15% | 減碼 |
| 44 | VVV | Valvoline Inc | +0.1% | -3.13% | 減碼 |
| 45 | NSA | National Storage Affiliates | +0.1% | -2.15% | 減碼 |
| 46 | FIBK | First Interstate Bancsys-a | 0% | -2.15% | 減碼 |
| 47 | SFNC | Simmons First Natl Corp-cl A | 0% | -2.07% | 減碼 |
| 48 | OPCH | Option Care Health Inc | 0% | +48.59% | 加碼 |
| 49 | SLGN | Silgan Holdings Inc | 0% | -1.75% | 減碼 |
| 50 | NBHC | National Bank Hold-cl A | 0% | -2.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Leeward Investments, LLC - MA 在 Q2 2026 季度的美股持倉總市值約為 US$19.8億，共申報了 140 個公開持股部位。
在 Q2 2026 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分別為：ROG (2.3%)、RRX (2.3%)、VIAV (2.2%)。其中最大持股部位 ROG 佔據整體投資組合約 2.3% 的權重。
在 Q2 2026 季度中，Leeward Investments, LLC - MA 共進行了 145 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 115 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PB。 本季清倉部位包含 HA7。
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。
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。
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。