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
178 檔
8.5%
Moody Aldrich Partners LLC 在 Q2 2025 季度的美股部位總計估值為 US$5.6億，分散於 178 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2025 期間，Moody Aldrich Partners LLC 展現了靈活的資產再平衡步調，透過出清 13 檔弱勢或達到目標價部位，將資金轉置於 14 檔新建倉標的之中。
在資產配置集中度方面，Moody Aldrich Partners LLC 的前 5 大核心持股（包含 CASH, PTGX, SRAD 等）合計佔整體申報市值的 8.5%，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 | CASH | Pathward Financial Inc | 股票-其他 | 2.06% | -0.25% | -1.50% | |
| 2 | PTGX | Protagonist Therapeutics Inc | 股票-其他 | 1.82% | +0.29% | +4.33% | |
| 3 | SRAD | Sportradar Group AG | 股票-其他 | 1.76% | -0.51% | EXIT | |
| 4 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.75% | -0.23% | -1.51% | |
| 5 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.74% | — | +8.60% | |
| 6 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 1.72% | — | -1.15% | |
| 7 | CADE | Cadence Bank | 股票-其他 | 1.72% | — | -1.51% | |
| 8 | PLMR | Palomar Holdings Inc | 股票-金融 | 1.59% | — | -24.51% | |
| 9 | SKWD | Skyward Specialty Insurance | 股票-其他 | 1.52% | — | -25.71% | |
| 10 | COLB | Columbia Banking System Inc | 股票-金融 | 1.48% | -0.12% | -1.51% | |
| 11 | HQY | Healthequity Inc | 股票-醫療保健 | 1.44% | -0.09% | +4.91% | |
| 12 | CORZ | Core Scientific Inc | 股票-科技 | 1.44% | +0.54% | +19.40% | |
| 13 | MZTI | Marzetti Company/the | 股票-非循環性消費 | 1.43% | -0.20% | +50.36% | |
| 14 | AEIS | Advanced Energy Industries | 股票-工業 | 1.37% | -0.71% | EXIT | |
| 15 | ESI | Element Solutions Inc | 股票-原物料 | 1.37% | +0.19% | +16.82% | |
| 16 | 62C | Piper Sandler Cos | 股票-其他 | 1.36% | — | +9.05% | |
| 17 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.35% | -0.26% | -26.72% | |
| 18 | VRNS | Varonis Systems Inc | 股票-科技 | 1.34% | — | -1.49% | |
| 19 | MRX | Marex Group plc | 股票-其他 | 1.33% | +0.08% | +41.09% | |
| 20 | SLG | Sl Green Realty CORP | 股票-房地產 | 1.32% | +0.07% | -1.52% | |
| 21 | KNF | Knife River CORP | 股票-原物料 | 1.29% | -0.14% | -1.49% | |
| 22 | POR | Portland General Electric Co | 股票-公用事業 | 1.28% | -0.32% | -1.52% | |
| 23 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 1.24% | -0.97% | -1.49% | |
| 24 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.23% | +0.03% | -52.83% | |
| 25 | KRMN | Karman Holdings Inc | 股票-工業 | 1.21% | -0.07% | — | |
| 26 | 1RG | Rev Group Inc | 股票-其他 | 1.20% | — | +95.34% | |
| 27 | FTDR | Frontdoor Inc | 股票-循環性消費 | 1.19% | +0.11% | -1.48% | |
| 28 | VSEC | Vse CORP | 股票-工業 | 1.19% | -0.04% | — | |
| 29 | CARG | Cargurus Inc | 股票-循環性消費 | 1.15% | -0.10% | +25.66% | |
| 30 | OSIS | Osi Systems Inc | 股票-科技 | 1.14% | -0.23% | -13.98% | |
| 31 | LOAR | Loar Holdings Inc | 股票-其他 | 1.13% | +0.41% | +28.72% | |
| 32 | GTLS | Chart Industries Inc | 股票-工業 | 1.12% | — | -1.54% | |
| 33 | GOLF | Acushnet Holdings CORP | 股票-其他 | 1.12% | -0.01% | +22.29% | |
| 34 | IPAR | Interparfums Inc | 股票-其他 | 1.09% | -0.02% | +16.82% | |
| 35 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.07% | -0.33% | +22.09% | |
| 36 | AVA | Avista CORP | 股票-公用事業 | 1.07% | -0.24% | +24.44% | |
| 37 | ITRI | Itron Inc | 股票-科技 | 1.06% | — | -1.49% | |
| 38 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 1.00% | -0.37% | -12.87% | |
| 39 | RMBS | Rambus Inc | 股票-科技 | 0.98% | -0.58% | EXIT | |
| 40 | CPK | Chesapeake Utilities CORP | 股票-其他 | 0.97% | -0.30% | — | |
| 41 | RIOT | Riot Platforms Inc | 股票-金融 | 0.97% | +0.44% | +350.54% | |
| 42 | SPSC | Sps Commerce Inc | 股票-科技 | 0.96% | — | -1.52% | |
| 43 | ✓ | Merus N V | 股票-其他 | 0.94% | — | -15.03% | |
| 44 | CSW | Csw Industrials Inc | 股票-工業 | 0.93% | -0.16% | +29.86% | |
| 45 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.92% | -0.86% | — | |
| 46 | SPXC | Spx Technologies Inc | 股票-工業 | 0.91% | -0.03% | — | |
| 47 | MYRG | Myr Group Inc/delaware | 股票-工業 | 0.91% | +0.14% | -1.51% | |
| 48 | VRNA | Verona Pharma PLC - Adr | 股票-其他 | 0.90% | — | -48.96% | |
| 49 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 0.89% | -0.02% | — | |
| 50 | AROC | Archrock Inc | 股票-能源 | 0.89% | +0.10% | -1.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KRMN | Karman Holdings Inc | +1.2% | NEW | 新建倉 |
| 2 | VSEC | Vse CORP | +1.2% | NEW | 新建倉 |
| 3 | CPK | Chesapeake Utilities CORP | +1% | NEW | 新建倉 |
| 4 | MOD | Modine Manufacturing Co | +0.9% | NEW | 新建倉 |
| 5 | SPXC | Spx Technologies Inc | +0.9% | NEW | 新建倉 |
| 6 | CORZ | Core Scientific Inc | +0.9% | +19.40% | 加碼 |
| 7 | CWST | Casella Waste Systems Inc-a | +0.9% | NEW | 新建倉 |
| 8 | KTOS | Kratos Defense & Security | +0.8% | NEW | 新建倉 |
| 9 | RIOT | Riot Platforms Inc | +0.8% | +350.54% | 加碼 |
| 10 | 1RG | Rev Group Inc | +0.8% | +95.34% | 加碼 |
| 11 | SRAD | Sportradar Group AG | +0.6% | +27.14% | 加碼 |
| 12 | GENI | Genius Sports Limited | +0.6% | NEW | 新建倉 |
| 13 | APAM | Artisan Partners Asset Ma -a | +0.5% | NEW | 新建倉 |
| 14 | RMBS | Rambus Inc | +0.5% | +75.74% | 加碼 |
| 15 | SLAB | Silicon Laboratories Inc | +0.5% | NEW | 新建倉 |
| 16 | CRDO | Credo Technology Group Holding Ltd | +0.5% | -12.87% | 減碼 |
| 17 | MRX | Marex Group plc | +0.4% | +41.09% | 加碼 |
| 18 | OVV | Ovintiv Inc | +0.4% | NEW | 新建倉 |
| 19 | MZTI | Marzetti Company/the | +0.4% | +50.36% | 加碼 |
| 20 | PVH | Pvh CORP | +0.4% | NEW | 新建倉 |
| 21 | LOAR | Loar Holdings Inc | +0.4% | +28.72% | 加碼 |
| 22 | FTDR | Frontdoor Inc | +0.3% | -1.48% | 減碼 |
| 23 | CAG | Conagra Brands Inc | +0.3% | NEW | 新建倉 |
| 24 | FN | Fabrinet | +0.3% | +11.89% | 加碼 |
| 25 | AVBP | Arrivent Biopharma Inc | +0.3% | NEW | 新建倉 |
| 26 | CARG | Cargurus Inc | +0.3% | +25.66% | 加碼 |
| 27 | MYRG | Myr Group Inc/delaware | +0.3% | -1.51% | 減碼 |
| 28 | PTGX | Protagonist Therapeutics Inc | +0.2% | +4.33% | 加碼 |
| 29 | WERN | Werner Enterprises Inc | -0.4% | EXIT | 清倉 |
| 30 | HIG | Hartford Insurance Group Inc | -0.4% | EXIT | 清倉 |
| 31 | GNW | Genworth Financial Inc | -0.4% | EXIT | 清倉 |
| 32 | EBAY | Ebay Inc | -0.4% | EXIT | 清倉 |
| 33 | ASB | Associated Banc-corp | -0.4% | EXIT | 清倉 |
| 34 | PCVX | Vaxcyte Inc | -0.4% | EXIT | 清倉 |
| 35 | SLM | Slm CORP | -0.4% | EXIT | 清倉 |
| 36 | 2655787D | Blueprint Medicines CORP | -0.4% | EXIT | 清倉 |
| 37 | CPRX | Catalyst Pharmaceuticals Inc | -0.4% | -33.89% | 減碼 |
| 38 | PAA | Plains All Amer Pipeline LP | -0.5% | EXIT | 清倉 |
| 39 | SKWD | Skyward Specialty Insurance | -0.5% | -25.71% | 減碼 |
| 40 | SWX | Southwest Gas Holdings Inc | -0.6% | -26.72% | 減碼 |
| 41 | EWTX | Edgewise Therapeutics Inc | -0.6% | -45.17% | 減碼 |
| 42 | ATI | Ati Inc | -0.7% | EXIT | 清倉 |
| 43 | AIT | Applied Industrial Tech Inc | -0.9% | -95.52% | 減碼 |
| 44 | FTAI | FTAI Aviation Ltd. | -1% | EXIT | 清倉 |
| 45 | 07WA | Mr Cooper Group Inc | -1.1% | -64.50% | 減碼 |
| 46 | SFM | Sprouts Farmers Market Inc | -1.1% | -95.52% | 減碼 |
| 47 | HALO | Halozyme Therapeutics Inc | -1.3% | EXIT | 清倉 |
| 48 | INSM | Insmed Inc | -1.3% | -93.91% | 減碼 |
| 49 | WTFC | Wintrust Financial CORP | -1.3% | -52.83% | 減碼 |
| 50 | DRS | Leonardo Drs Inc | -1.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Moody Aldrich Partners LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.6億，共申報了 178 個公開持股部位。
在 Q2 2025 季度，Moody Aldrich Partners LLC 按市值排列的前三大核心持股分別為：CASH (2.1%)、PTGX (1.8%)、SRAD (1.8%)。其中最大持股部位 CASH 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
KRMN
市值: US$624.5萬
本季最大獲利了結 / 清倉標的
DRS
前期市值: US$841.6萬
在 Q2 2025 季度中，Moody Aldrich Partners LLC 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 11 個部位、減碼 12 個部位以及清倉 13 個部位。 其中最大新建倉標的為 KRMN。 本季清倉部位包含 DRS。
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。