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: 0001730467
申報總市值
US$7.3億
US$7.3億
42 檔
17.1%
在 Q4 2025 申報期間，Lone Peak Global Investors LLC（CIK: 0001730467）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$7.3億，共持有 42 個公開申報部位。
數據顯示 Lone Peak Global Investors LLC 於 Q4 2025 季度持續回收資金，對 26 個既有部位進行裁減並清倉 3 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，Lone Peak Global Investors LLC 的前 5 大核心持股（包含 HSIC, SOLV, RKT 等）合計佔整體申報市值的 17.1%，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 | HSIC | Henry Schein Inc | 股票-醫療保健 | 4.75% | -0.03% | -0.97% | |
| 2 | SOLV | Solventum CORP | 股票-醫療保健 | 4.16% | +1.20% | -12.36% | |
| 3 | RKT | Rocket Cos Inc-class A | 股票-金融 | 4.13% | -0.11% | +54.81% | |
| 4 | HNI | Hni CORP | 股票-其他 | 4.10% | -0.07% | +21.08% | |
| 5 | NATL | Ncr Atleos CORP | 股票-科技 | 4.02% | -1.65% | EXIT | |
| 6 | CAH | Cardinal Health Inc | 股票-醫療保健 | 3.94% | -0.06% | -15.91% | |
| 7 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 3.81% | +0.41% | -0.97% | |
| 8 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 3.79% | — | +14.20% | |
| 9 | GPN | Global Payments Inc | 股票-工業 | 3.68% | -0.19% | — | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 3.56% | +1.27% | -1.02% | |
| 11 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 3.54% | -0.60% | -12.97% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 3.53% | +0.03% | -1.05% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.39% | -0.67% | -25.58% | |
| 14 | CHE | Chemed CORP | 股票-醫療保健 | 3.38% | +0.69% | -1.10% | |
| 15 | PRDO | Perdoceo Education CORP | 股票-其他 | 3.26% | -3.57% | EXIT | |
| 16 | REYN | Reynolds Consumer Products I | 股票-其他 | 3.19% | -0.85% | -0.68% | |
| 17 | OPLN | Openlane Inc | 股票-其他 | 3.10% | -0.36% | -13.72% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.03% | -0.44% | -1.09% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 2.94% | -0.49% | -0.76% | |
| 20 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.89% | -0.96% | -1.09% | |
| 21 | GBCI | Glacier Bancorp Inc | 股票-金融 | 2.79% | -1.03% | -18.13% | |
| 22 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 2.72% | — | +2551.81% | |
| 23 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 2.69% | +0.13% | -1.09% | |
| 24 | ECG | Everus Construction Group | 股票-工業 | 2.67% | +0.21% | +35.04% | |
| 25 | SYY | Sysco CORP | 股票-非循環性消費 | 2.44% | — | -0.98% | |
| 26 | WEX | Wex Inc | 股票-科技 | 2.41% | +0.12% | — | |
| 27 | EVTC | Evertec Inc | 股票-其他 | 2.15% | -0.35% | -0.52% | |
| 28 | EBAY | Ebay Inc | 股票-循環性消費 | 2.04% | +0.16% | -0.94% | |
| 29 | COLB | Columbia Banking System Inc | 股票-金融 | 1.97% | +0.06% | -24.90% | |
| 30 | DK | Delek US Holdings Inc | 股票-其他 | 1.88% | -0.03% | -38.39% | |
| 31 | GPRE | Green Plains Inc | 股票-其他 | 1.72% | — | -1.86% | |
| 32 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.10% | — | -78.03% | |
| 33 | CVBF | Cvb Financial CORP | 股票-其他 | 0.60% | — | -71.39% | |
| 34 | XRN | Chiron Real Estate Inc | 股票-其他 | 0.08% | +0.02% | +31.31% | |
| 35 | IESC | Ies Holdings Inc | 股票-工業 | 0.08% | -0.03% | +64.17% | |
| 36 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.07% | -0.01% | +29.71% | |
| 37 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.07% | +0.01% | +22.02% | |
| 38 | HWC | Hancock Whitney CORP | 股票-金融 | 0.07% | — | -0.97% | |
| 39 | CNR | Core Natural Resources Inc | 股票-能源 | 0.07% | -0.05% | +45.81% | |
| 40 | DOUG | Douglas Elliman Inc | 股票-其他 | 0.06% | — | +48.75% | |
| 41 | AMCX | Amc Global Media Inc | 股票-其他 | 0.06% | +0.01% | — | |
| 42 | BLMN | Bloomin' Brands Inc | 股票-其他 | 0.05% | +0.02% | +52.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | 8TG | Thermon Group Holdings Inc | +2.7% | +2551.81% | 加碼 |
| 2 | RKT | Rocket Cos Inc-class A | +1.4% | +54.81% | 加碼 |
| 3 | ECG | Everus Construction Group | +0.7% | +35.04% | 加碼 |
| 4 | HSIC | Henry Schein Inc | +0.5% | -0.97% | 減碼 |
| 5 | UPS | United Parcel Service-cl B | +0.4% | -0.76% | 減碼 |
| 6 | CSCO | Cisco Systems Inc | +0.3% | -1.02% | 減碼 |
| 7 | CAH | Cardinal Health Inc | +0.3% | -15.91% | 減碼 |
| 8 | HNI | Hni CORP | +0.3% | +21.08% | 加碼 |
| 9 | KDP | Keurig Dr Pepper Inc | +0.3% | -0.97% | 減碼 |
| 10 | RTX | Rtx CORP | +0.2% | -1.05% | 減碼 |
| 11 | GPRE | Green Plains Inc | +0.1% | -1.86% | 減碼 |
| 12 | IESC | Ies Holdings Inc | 0% | +64.17% | 加碼 |
| 13 | CNR | Core Natural Resources Inc | 0% | +45.81% | 加碼 |
| 14 | KRNT | Kornit Digital Ltd. | 0% | +29.71% | 加碼 |
| 15 | XRN | Chiron Real Estate Inc | 0% | +31.31% | 加碼 |
| 16 | BLMN | Bloomin' Brands Inc | 0% | +52.33% | 加碼 |
| 17 | DOUG | Douglas Elliman Inc | 0% | +48.75% | 加碼 |
| 18 | AMCX | Amc Global Media Inc | 0% | — | 不變 |
| 19 | MSM | Msc Industrial Direct Co-a | 0% | +22.02% | 加碼 |
| 20 | HWC | Hancock Whitney CORP | — | -0.97% | 減碼 |
| 21 | DLB | Dolby Laboratories Inc-cl A | 0% | +14.20% | 加碼 |
| 22 | CTBI | Community Trust Bancorp Inc | -0.1% | -1.09% | 減碼 |
| 23 | DIS | Walt Disney Co/the | -0.1% | -1.09% | 減碼 |
| 24 | EBAY | Ebay Inc | -0.2% | -0.94% | 減碼 |
| 25 | NATL | Ncr Atleos CORP | -0.3% | -1.04% | 減碼 |
| 26 | CHE | Chemed CORP | -0.3% | -1.10% | 減碼 |
| 27 | SOLV | Solventum CORP | -0.3% | -12.36% | 減碼 |
| 28 | REYN | Reynolds Consumer Products I | -0.3% | -0.68% | 減碼 |
| 29 | PRDO | Perdoceo Education CORP | -0.3% | +19.12% | 加碼 |
| 30 | SYY | Sysco CORP | -0.4% | -0.98% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.4% | -1.09% | 減碼 |
| 32 | EVTC | Evertec Inc | -0.4% | -0.52% | 減碼 |
| 33 | OPLN | Openlane Inc | -0.4% | -13.72% | 減碼 |
| 34 | BDX | Becton Dickinson And Co | -0.5% | -12.97% | 減碼 |
| 35 | COLB | Columbia Banking System Inc | -0.5% | -24.90% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.8% | -25.58% | 減碼 |
| 37 | GBCI | Glacier Bancorp Inc | -1% | -18.13% | 減碼 |
| 38 | DK | Delek US Holdings Inc | -1.5% | -38.39% | 減碼 |
| 39 | CVBF | Cvb Financial CORP | -1.6% | -71.39% | 減碼 |
| 40 | WBD | Warner Bros Discovery Inc | -2.4% | -78.03% | 減碼 |
| 41 | GPN | Global Payments Inc | — | NEW | 新建倉 |
| 42 | WEX | Wex Inc | — | NEW | 新建倉 |
| 43 | BBWI | Bath & Body Works Inc | — | EXIT | 清倉 |
| 44 | WINA | Winmark CORP | — | EXIT | 清倉 |
| 45 | ALSN | Allison Transmission Holding | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lone Peak Global Investors LLC 在 Q4 2025 季度的美股持倉總市值約為 US$7.3億，共申報了 42 個公開持股部位。
在 Q4 2025 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分別為：HSIC (4.8%)、SOLV (4.2%)、RKT (4.1%)。其中最大持股部位 HSIC 佔據整體投資組合約 4.8% 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
GPN
市值: US$2168.3萬
本季最大獲利了結 / 清倉標的
BBWI
前期市值: US$980.0萬
在 Q4 2025 季度中，Lone Peak Global Investors LLC 共進行了 44 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 26 個部位以及清倉 3 個部位。 其中最大新建倉標的為 GPN。 本季清倉部位包含 BBWI。
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。