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
190 檔
8.6%
截至 Q1 2026 季度末，Moody Aldrich Partners LLC 的美股持倉估值約為 US$5.6億，全數申報部位共有 190 檔。
在 Q1 2026，Moody Aldrich Partners LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 85 個部位並完全清倉 25 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 INDB, ESI, CASH）占據了總市值的 8.6%，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 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.95% | -0.23% | -1.08% | |
| 2 | ESI | Element Solutions Inc | 股票-原物料 | 1.71% | +0.19% | -1.08% | |
| 3 | CASH | Pathward Financial Inc | 股票-其他 | 1.70% | -0.25% | -1.04% | |
| 4 | ONB | Old National Bancorp | 股票-金融 | 1.67% | -0.13% | — | |
| 5 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.63% | +0.03% | -1.03% | |
| 6 | COLB | Columbia Banking System Inc | 股票-金融 | 1.62% | -0.12% | -1.04% | |
| 7 | POR | Portland General Electric Co | 股票-公用事業 | 1.42% | -0.32% | -1.05% | |
| 8 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.32% | -0.26% | +12.20% | |
| 9 | PIPR | Piper Sandler Cos | 股票-金融 | 1.27% | -0.33% | — | |
| 10 | PRAX | Praxis Precision Medicines I | 股票-其他 | 1.26% | -0.11% | -48.03% | |
| 11 | DNTH | Dianthus Therapeutics Inc | 股票-其他 | 1.24% | +0.07% | +98.84% | |
| 12 | CAPR | Capricor Therapeutics Inc | 股票-其他 | 1.24% | -0.47% | +8.27% | |
| 13 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.24% | -0.30% | +18.60% | |
| 14 | AVA | Avista CORP | 股票-公用事業 | 1.22% | -0.24% | -0.98% | |
| 15 | VSEC | Vse CORP | 股票-工業 | 1.22% | -0.04% | -0.94% | |
| 16 | CRNX | Crinetics Pharmaceuticals In | 股票-其他 | 1.20% | -0.22% | +66.14% | |
| 17 | ORKA | Oruka Therapeutics Inc | 股票-其他 | 1.19% | +0.54% | +6.50% | |
| 18 | NKTR | Nektar Therapeutics | 股票-其他 | 1.16% | -0.36% | +59.80% | |
| 19 | SPXC | Spx Technologies Inc | 股票-工業 | 1.16% | -0.03% | -1.02% | |
| 20 | MRX | Marex Group plc | 股票-其他 | 1.12% | +0.08% | -0.95% | |
| 21 | HUT | Hut 8 CORP | 股票-金融 | 1.12% | +0.12% | +22.30% | |
| 22 | SANM | Sanmina CORP | 股票-科技 | 1.10% | -1.05% | +160.93% | |
| 23 | VTRS | Viatris Inc | 股票-醫療保健 | 1.10% | -0.17% | -22.17% | |
| 24 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.10% | -0.33% | +1.73% | |
| 25 | BKU | Bankunited Inc | 股票-其他 | 1.06% | -0.04% | — | |
| 26 | GOLF | Acushnet Holdings CORP | 股票-其他 | 1.05% | -0.01% | -1.03% | |
| 27 | RIOT | Riot Platforms Inc | 股票-金融 | 1.04% | +0.44% | +46.15% | |
| 28 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 1.04% | -0.97% | -15.64% | |
| 29 | MYRG | Myr Group Inc/delaware | 股票-工業 | 1.03% | +0.14% | -1.01% | |
| 30 | FIBK | First Interstate Bancsys-a | 股票-其他 | 1.03% | +0.15% | — | |
| 31 | PTGX | Protagonist Therapeutics Inc | 股票-其他 | 1.02% | +0.29% | -33.15% | |
| 32 | STNG | Scorpio Tankers Inc. | 股票-其他 | 1.02% | -0.13% | -31.80% | |
| 33 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 1.02% | -0.97% | -42.11% | |
| 34 | CHRD | Chord Energy CORP | 股票-能源 | 1.00% | -0.95% | — | |
| 35 | SM | Sm Energy Co | 股票-能源 | 0.99% | -0.24% | +33.01% | |
| 36 | CDE | Coeur Mining Inc | 股票-原物料 | 0.98% | -0.93% | -1.05% | |
| 37 | CSW | Csw Industrials Inc | 股票-工業 | 0.98% | -0.16% | +18.62% | |
| 38 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.95% | -0.90% | +1.54% | |
| 39 | SEI | Solaris Energy Infrastructur | 股票-能源 | 0.95% | +0.11% | -1.03% | |
| 40 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 0.95% | +0.01% | +51.23% | |
| 41 | ATMU | Atmus Filtration Technologie | 股票-循環性消費 | 0.94% | -0.28% | -1.06% | |
| 42 | AGX | Argan Inc | 股票-工業 | 0.94% | -0.13% | -18.06% | |
| 43 | AB | Alliancebernstein Holding LP | 股票-其他 | 0.93% | -0.06% | — | |
| 44 | AROC | Archrock Inc | 股票-能源 | 0.92% | +0.10% | +1.48% | |
| 45 | CORZ | Core Scientific Inc | 股票-科技 | 0.90% | +0.54% | +135.37% | |
| 46 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.90% | -0.86% | -54.40% | |
| 47 | SMTC | Semtech CORP | 股票-科技 | 0.89% | -0.89% | EXIT | |
| 48 | OSIS | Osi Systems Inc | 股票-科技 | 0.87% | -0.23% | -2.77% | |
| 49 | BE | Bloom Energy Corp- A | 股票-工業 | 0.86% | -0.80% | +4.55% | |
| 50 | TEX | Terex CORP | 股票-工業 | 0.86% | +0.17% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DNTH | Dianthus Therapeutics Inc | +0.9% | +98.84% | 加碼 |
| 2 | NKTR | Nektar Therapeutics | +0.7% | +59.80% | 加碼 |
| 3 | SANM | Sanmina CORP | +0.6% | +160.93% | 加碼 |
| 4 | SM | Sm Energy Co | +0.5% | +33.01% | 加碼 |
| 5 | CORZ | Core Scientific Inc | +0.5% | +135.37% | 加碼 |
| 6 | ORKA | Oruka Therapeutics Inc | +0.5% | +6.50% | 加碼 |
| 7 | EWTX | Edgewise Therapeutics Inc | +0.5% | +164.62% | 加碼 |
| 8 | ESI | Element Solutions Inc | +0.4% | -1.08% | 減碼 |
| 9 | SLAB | Silicon Laboratories Inc | +0.3% | +11.80% | 加碼 |
| 10 | MGY | Magnolia Oil & Gas CORP - A | +0.3% | +1.73% | 加碼 |
| 11 | SIG | Signet Jewelers Limited | +0.3% | +51.23% | 加碼 |
| 12 | BE | Bloom Energy Corp- A | +0.3% | +4.55% | 加碼 |
| 13 | CASH | Pathward Financial Inc | +0.3% | -1.04% | 減碼 |
| 14 | RIOT | Riot Platforms Inc | +0.3% | +46.15% | 加碼 |
| 15 | AGX | Argan Inc | +0.3% | -18.06% | 減碼 |
| 16 | MXL | Maxlinear Inc | +0.3% | +64.61% | 加碼 |
| 17 | NXT | Nextpower Inc-cl A | +0.3% | +1.54% | 加碼 |
| 18 | CRNX | Crinetics Pharmaceuticals In | +0.2% | +66.14% | 加碼 |
| 19 | AROC | Archrock Inc | +0.2% | +1.48% | 加碼 |
| 20 | SWX | Southwest Gas Holdings Inc | +0.2% | +12.20% | 加碼 |
| 21 | MYRG | Myr Group Inc/delaware | +0.2% | -1.01% | 減碼 |
| 22 | APGE | Apogee Therapeutics Inc | +0.2% | +69.42% | 加碼 |
| 23 | HUT | Hut 8 CORP | +0.2% | +22.30% | 加碼 |
| 24 | CPK | Chesapeake Utilities CORP | +0.2% | +18.60% | 加碼 |
| 25 | ANF | Abercrombie & Fitch Co-cl A | +0.2% | +93.80% | 加碼 |
| 26 | ARCB | Arcbest CORP | +0.2% | +3.24% | 加碼 |
| 27 | SEI | Solaris Energy Infrastructur | +0.1% | -1.03% | 減碼 |
| 28 | LEU | Centrus Energy Corp-class A | +0.1% | +92.95% | 加碼 |
| 29 | EPAC | Enerpac Tool Group CORP | +0.1% | +31.81% | 加碼 |
| 30 | CAPR | Capricor Therapeutics Inc | +0.1% | +8.27% | 加碼 |
| 31 | MRX | Marex Group plc | +0.1% | -0.95% | 減碼 |
| 32 | GOLF | Acushnet Holdings CORP | +0.1% | -1.03% | 減碼 |
| 33 | AEIS | Advanced Energy Industries | +0.1% | -22.05% | 減碼 |
| 34 | SMTC | Semtech CORP | +0.1% | +9.05% | 加碼 |
| 35 | POR | Portland General Electric Co | +0.1% | -1.05% | 減碼 |
| 36 | KNF | Knife River CORP | +0.1% | -1.11% | 減碼 |
| 37 | FN | Fabrinet | +0.1% | +0.23% | 加碼 |
| 38 | TJX | Tjx Companies Inc | +0.1% | +76.33% | 加碼 |
| 39 | ATMU | Atmus Filtration Technologie | 0% | -1.06% | 減碼 |
| 40 | IPAR | Interparfums Inc | 0% | +4.49% | 加碼 |
| 41 | BCPC | Balchem CORP | 0% | -1.17% | 減碼 |
| 42 | PDS | Precision Drilling CORP | 0% | — | 不變 |
| 43 | HAFN | Hafnia Limited | 0% | — | 不變 |
| 44 | TRMD | TORM plc | 0% | — | 不變 |
| 45 | CAT | Caterpillar Inc | 0% | +39.54% | 加碼 |
| 46 | AME | Ametek Inc | 0% | +29.39% | 加碼 |
| 47 | VSEC | Vse CORP | 0% | -0.94% | 減碼 |
| 48 | CSW | Csw Industrials Inc | 0% | +18.62% | 加碼 |
| 49 | AVBP | Arrivent Biopharma Inc | 0% | -1.01% | 減碼 |
| 50 | WMT | Walmart Inc | 0% | +7.80% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Moody Aldrich Partners LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.6億，共申報了 190 個公開持股部位。
在 Q1 2026 季度，Moody Aldrich Partners LLC 按市值排列的前三大核心持股分別為：INDB (1.9%)、ESI (1.7%)、CASH (1.7%)。其中最大持股部位 INDB 佔據整體投資組合約 1.9% 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
ONB
市值: US$926.1萬
本季最大獲利了結 / 清倉標的
CADE
前期市值: US$1190.6萬
在 Q1 2026 季度中，Moody Aldrich Partners LLC 共進行了 185 項持倉異動，包含新建倉 29 個部位、加碼 46 個部位、減碼 85 個部位以及清倉 25 個部位。 其中最大新建倉標的為 ONB。 本季清倉部位包含 CADE。
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。