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: 0000936941
申報總市值
US$5.6億
US$5.6億
215 檔
9.9%
根據最新整理的 13F 季度數據集，Moody Aldrich Partners LLC 於 Q1 2024 結束時的管理資產規模為 US$5.6億。該機構在本季度申報了 215 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2024 的申報異動，Moody Aldrich Partners LLC 採取了強勁的買進策略，建倉與加碼動作（合計 30 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Moody Aldrich Partners LLC 的前 5 大持股（包含 STNG, EVR, WTFC）貢獻了組合市值的 9.9%，形成該機構在 Q1 2024 季度的基本面基石。
本季最大新建倉標的
MOD
市值: US$667.0萬
本季最大獲利了結 / 清倉標的
TBBK
前期市值: US$718.4萬
僅顯示前 200 大持股（共 215 檔）
| # | 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 | STNG | Scorpio Tankers Inc. | 股票-其他 | 2.07% | -0.13% | +38.30% | |
| 2 | EVR | Evercore Inc - A | 股票-金融 | 2.00% | +0.01% | -9.07% | |
| 3 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.82% | +0.03% | -2.20% | |
| 4 | TRNO | Terreno Realty CORP | 股票-房地產 | 1.81% | +0.31% | -2.23% | |
| 5 | DRS | Leonardo Drs Inc | 股票-工業 | 1.70% | — | -2.27% | |
| 6 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.68% | — | -2.12% | |
| 7 | KNF | Knife River CORP | 股票-原物料 | 1.64% | -0.14% | -2.19% | |
| 8 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.62% | -0.26% | -11.69% | |
| 9 | CNS | Cohen & Steers Inc | 股票-其他 | 1.60% | — | -9.94% | |
| 10 | ATI | Ati Inc | 股票-工業 | 1.55% | — | +13.37% | |
| 11 | 7SU | Summit Materials Inc -cl A | 股票-其他 | 1.53% | — | -2.23% | |
| 12 | LNWO | Light & Wonder Inc | 股票-其他 | 1.51% | — | +4.44% | |
| 13 | SN | SharkNinja, Inc. | 股票-循環性消費 | 1.51% | — | -2.21% | |
| 14 | PCVX | Vaxcyte Inc | 股票-其他 | 1.38% | — | -19.82% | |
| 15 | SPSC | Sps Commerce Inc | 股票-科技 | 1.33% | — | +11.40% | |
| 16 | ICFI | Icf International Inc | 股票-其他 | 1.32% | — | -2.19% | |
| 17 | SKWD | Skyward Specialty Insurance | 股票-其他 | 1.32% | — | -2.29% | |
| 18 | SMPL | Simply Good Foods Co/the | 股票-其他 | 1.28% | — | +5.73% | |
| 19 | MTH | Meritage Homes CORP | 股票-循環性消費 | 1.26% | +0.15% | +26.36% | |
| 20 | ROAD | Construction Partners Inc-a | 股票-工業 | 1.17% | +0.10% | +24.77% | |
| 21 | FOR | Forestar Group Inc | 股票-其他 | 1.16% | +0.09% | -2.29% | |
| 22 | GTLS | Chart Industries Inc | 股票-工業 | 1.15% | — | -25.15% | |
| 23 | MZTI | Marzetti Company/the | 股票-非循環性消費 | 1.15% | -0.20% | -2.16% | |
| 24 | ESI | Element Solutions Inc | 股票-原物料 | 1.15% | +0.19% | -1.01% | |
| 25 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 1.13% | -0.86% | — | |
| 26 | STAG | Stag Industrial Inc | 股票-房地產 | 1.12% | — | +14.90% | |
| 27 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.12% | — | -16.61% | |
| 28 | ATKR | Atkore Inc | 股票-其他 | 1.02% | — | -2.26% | |
| 29 | HELE | Helen of Troy Limited | 股票-其他 | 1.01% | — | -2.30% | |
| 30 | CACI | Caci International Inc -cl A | 股票-科技 | 0.99% | -0.04% | EXIT | |
| 31 | DO1USD | Diamond Offshore Drilling In | 股票-其他 | 0.99% | — | +13.67% | |
| 32 | AIN | Albany Intl Corp-cl A | 股票-其他 | 0.97% | — | -2.30% | |
| 33 | WHD | Cactus Inc - A | 股票-其他 | 0.95% | — | +41.77% | |
| 34 | CHRD | Chord Energy CORP | 股票-能源 | 0.94% | -0.95% | -13.20% | |
| 35 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.94% | — | -60.56% | |
| 36 | APPF | Appfolio Inc - A | 股票-科技 | 0.93% | — | +803.03% | |
| 37 | VRNS | Varonis Systems Inc | 股票-科技 | 0.92% | — | -10.22% | |
| 38 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.91% | +0.03% | -24.58% | |
| 39 | COLB | Columbia Banking System Inc | 股票-金融 | 0.90% | -0.12% | -18.37% | |
| 40 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.90% | -0.23% | -27.06% | |
| 41 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 0.89% | -0.97% | -1.81% | |
| 42 | ARCB | Arcbest CORP | 股票-其他 | 0.88% | +0.10% | -2.24% | |
| 43 | CYTK | Cytokinetics Inc | 股票-醫療保健 | 0.87% | — | +144.04% | |
| 44 | CASH | Pathward Financial Inc | 股票-其他 | 0.86% | -0.25% | -21.02% | |
| 45 | VRNA | Verona Pharma PLC - Adr | 股票-其他 | 0.86% | — | -1.95% | |
| 46 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.86% | — | — | |
| 47 | BCPC | Balchem CORP | 股票-原物料 | 0.85% | -0.15% | -2.35% | |
| 48 | HGV | Hilton Grand Vacations Inc | 股票-其他 | 0.85% | — | +29.26% | |
| 49 | WD | Walker & Dunlop Inc | 股票-其他 | 0.85% | — | -26.39% | |
| 50 | SLG | Sl Green Realty CORP | 股票-房地產 | 0.85% | +0.07% | -40.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Co | +1.1% | NEW | 新建倉 |
| 2 | HALO | Halozyme Therapeutics Inc | +0.9% | NEW | 新建倉 |
| 3 | APPF | Appfolio Inc - A | +0.9% | +803.03% | 加碼 |
| 4 | VKTX | Viking Therapeutics Inc | +0.8% | NEW | 新建倉 |
| 5 | STNG | Scorpio Tankers Inc. | +0.7% | +38.30% | 加碼 |
| 6 | FN | Fabrinet | +0.7% | NEW | 新建倉 |
| 7 | FTAI | FTAI Aviation Ltd. | +0.7% | NEW | 新建倉 |
| 8 | AHQ | American Woodmark CORP | +0.7% | NEW | 新建倉 |
| 9 | ASO | Academy Sports & Outdoors In | +0.6% | NEW | 新建倉 |
| 10 | 07WA | Mr Cooper Group Inc | +0.6% | NEW | 新建倉 |
| 11 | IOVA | Iovance Biotherapeutics Inc | +0.6% | NEW | 新建倉 |
| 12 | ALT | Altimmune Inc | +0.5% | NEW | 新建倉 |
| 13 | CRNX | Crinetics Pharmaceuticals In | +0.5% | NEW | 新建倉 |
| 14 | NAMS | NewAmsterdam Pharma Company N.V. | +0.5% | NEW | 新建倉 |
| 15 | ALTREUR | Altair Engineering Inc - A | +0.4% | NEW | 新建倉 |
| 16 | CYTK | Cytokinetics Inc | +0.4% | +144.04% | 加碼 |
| 17 | ROAD | Construction Partners Inc-a | +0.4% | +24.77% | 加碼 |
| 18 | KURA | Kura Oncology Inc | +0.4% | NEW | 新建倉 |
| 19 | EBAY | Ebay Inc | +0.4% | NEW | 新建倉 |
| 20 | NVLSEUR | Alpine Immune Sciences Inc | +0.3% | NEW | 新建倉 |
| 21 | BWXT | Bwx Technologies Inc | +0.3% | -2.12% | 減碼 |
| 22 | VTRS | Viatris Inc | +0.3% | NEW | 新建倉 |
| 23 | KBH | Kb Home | +0.3% | NEW | 新建倉 |
| 24 | CTRA | Coterra Energy Inc | +0.3% | NEW | 新建倉 |
| 25 | WHD | Cactus Inc - A | +0.3% | +41.77% | 加碼 |
| 26 | AFL | Aflac Inc | +0.3% | NEW | 新建倉 |
| 27 | BRZE | Braze Inc-a | +0.3% | NEW | 新建倉 |
| 28 | LNWO | Light & Wonder Inc | +0.3% | +4.44% | 加碼 |
| 29 | OXM | Oxford Industries Inc | +0.3% | +55.68% | 加碼 |
| 30 | ATI | Ati Inc | +0.3% | +13.37% | 加碼 |
| 31 | HGV | Hilton Grand Vacations Inc | +0.3% | +29.26% | 加碼 |
| 32 | AYI | Acuity Inc | -0.3% | EXIT | 清倉 |
| 33 | WSM | Williams-sonoma Inc | -0.3% | EXIT | 清倉 |
| 34 | SLG | Sl Green Realty CORP | -0.4% | -40.63% | 減碼 |
| 35 | FSLY | Fastly Inc - Class A | -0.4% | EXIT | 清倉 |
| 36 | DOCN | Digitalocean Holdings Inc | -0.4% | EXIT | 清倉 |
| 37 | JEF | Jefferies Financial Group In | -0.5% | EXIT | 清倉 |
| 38 | WD | Walker & Dunlop Inc | -0.5% | -26.39% | 減碼 |
| 39 | TGNA | Tegna Inc | -0.6% | EXIT | 清倉 |
| 40 | HP | Helmerich & Payne | -0.6% | EXIT | 清倉 |
| 41 | ROG | Rogers CORP | -0.7% | EXIT | 清倉 |
| 42 | COLB | Columbia Banking System Inc | -0.7% | -18.37% | 減碼 |
| 43 | PACB | Pacific Biosciences Of Calif | -0.7% | EXIT | 清倉 |
| 44 | INDB | Independent Bank Corp/ma | -0.8% | -27.06% | 減碼 |
| 45 | CNMD | Conmed CORP | -0.8% | EXIT | 清倉 |
| 46 | ESE | Esco Technologies Inc | -0.8% | EXIT | 清倉 |
| 47 | FRSH | Freshworks Inc-cl A | -0.8% | EXIT | 清倉 |
| 48 | ABG | Asbury Automotive Group | -1.1% | EXIT | 清倉 |
| 49 | CBAYUSD | Cymabay Therapeutics Inc | -1.1% | EXIT | 清倉 |
| 50 | TBBK | Bancorp Inc/the | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Moody Aldrich Partners LLC 在 Q1 2024 季度的美股持倉總市值約為 US$5.6億，共申報了 215 個公開持股部位。
在 Q1 2024 季度，Moody Aldrich Partners LLC 按市值排列的前三大核心持股分別為：STNG (2.1%)、EVR (2.0%)、WTFC (1.8%)。其中最大持股部位 STNG 佔據整體投資組合約 2.1% 的權重。
在 Q1 2024 季度中，Moody Aldrich Partners LLC 共進行了 50 項持倉異動，包含新建倉 21 個部位、加碼 9 個部位、減碼 5 個部位以及清倉 15 個部位。 其中最大新建倉標的為 MOD。 本季清倉部位包含 TBBK。
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。