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: 0001044936
申報總市值
US$14.6億
US$14.6億
41 檔
17.4%
根據最新整理的 13F 季度數據集，Neumeier Poma Investment Counsel LLC 於 Q1 2026 結束時的管理資產規模為 US$14.6億。該機構在本季度申報了 41 檔美股持倉，呈現出該時期的主要投資地圖。
Neumeier Poma Investment Counsel LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Neumeier Poma Investment Counsel LLC 的前 5 大持股（包含 HASI, OSIS, FN）貢獻了組合市值的 17.4%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
WLDN
市值: US$1651.1萬
本季最大獲利了結 / 清倉標的
LZ
前期市值: US$1586.3萬
| # | 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 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 4.64% | -0.47% | +9.98% | |
| 2 | OSIS | Osi Systems Inc | 股票-科技 | 4.19% | -0.86% | -2.23% | |
| 3 | FN | Fabrinet | 股票-科技 | 4.12% | -1.55% | +9.34% | |
| 4 | TTMI | Ttm Technologies | 股票-科技 | 4.01% | -0.88% | -21.64% | |
| 5 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 3.96% | +0.07% | -11.13% | |
| 6 | MYRG | Myr Group Inc/delaware | 股票-工業 | 3.78% | -0.36% | -19.47% | |
| 7 | UMBF | Umb Financial CORP | 股票-金融 | 3.75% | +0.26% | +19.96% | |
| 8 | DY | Dycom Industries Inc | 股票-工業 | 3.74% | +0.44% | -2.17% | |
| 9 | FCN | Fti Consulting Inc | 股票-工業 | 3.69% | -0.63% | +1035.52% | |
| 10 | LAUR | Laureate Education Inc | 股票-其他 | 3.54% | -2.23% | +50.55% | |
| 11 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 3.46% | -0.94% | -47.65% | |
| 12 | CVSA | Covista Inc | 股票-非循環性消費 | 3.25% | -0.24% | +2.55% | |
| 13 | TTEK | Tetra Tech Inc | 股票-工業 | 3.24% | -0.24% | +15.74% | |
| 14 | SHOO | Steven Madden LTD | 股票-其他 | 3.12% | +0.30% | +5.40% | |
| 15 | BLBD | Blue Bird CORP | 股票-其他 | 2.93% | +0.57% | +31.29% | |
| 16 | SKY | Champion Homes Inc | 股票-循環性消費 | 2.92% | +0.60% | -1.75% | |
| 17 | GOLF | Acushnet Holdings CORP | 股票-其他 | 2.86% | +0.24% | -3.42% | |
| 18 | FSS | Federal Signal CORP | 股票-工業 | 2.63% | +0.92% | +32.27% | |
| 19 | CASH | Pathward Financial Inc | 股票-其他 | 2.62% | -0.52% | +34.87% | |
| 20 | MGRC | Mcgrath Rentcorp | 股票-其他 | 2.60% | -0.15% | -2.16% | |
| 21 | ✓ | 股票-其他 | 2.50% | +0.48% | -1.91% | ||
| 22 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.26% | -0.16% | -0.85% | |
| 23 | CVCO | Cavco Industries Inc | 股票-循環性消費 | 2.16% | +0.77% | -2.20% | |
| 24 | KFY | Korn Ferry | 股票-工業 | 2.05% | -0.22% | -3.72% | |
| 25 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 2.05% | +0.13% | -6.17% | |
| 26 | LMB | Limbach Holdings Inc | 股票-其他 | 2.02% | -0.31% | -1.35% | |
| 27 | ICFI | Icf International Inc | 股票-其他 | 1.87% | -0.54% | -27.58% | |
| 28 | IDCC | Interdigital Inc | 股票-科技 | 1.70% | +1.20% | -3.09% | |
| 29 | PLUS | Eplus Inc | 股票-其他 | 1.69% | -0.12% | -2.97% | |
| 30 | ALG | Alamo Group Inc | 股票-其他 | 1.68% | -0.76% | +32.71% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.53% | -0.60% | — | |
| 32 | WLDN | Willdan Group Inc | 股票-其他 | 1.36% | +1.51% | — | |
| 33 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 1.31% | +0.16% | -2.55% | |
| 34 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 1.29% | +1.58% | +4.28% | |
| 35 | CXT | Crane Nxt Co | 股票-工業 | 1.21% | +0.11% | -2.36% | |
| 36 | HURN | Huron Consulting Group Inc | 股票-其他 | 0.88% | -0.88% | EXIT | |
| 37 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.87% | +0.13% | -47.53% | |
| 38 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.81% | +0.73% | -2.43% | |
| 39 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.75% | -0.20% | -69.82% | |
| 40 | CLS | Celestica Inc | 股票-科技 | 0.56% | -0.50% | -45.42% | |
| 41 | CGAU | Centerra Gold Inc | 股票-其他 | 0.40% | +1.83% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FCN | Fti Consulting Inc | +3.4% | +1035.52% | 加碼 |
| 2 | LAUR | Laureate Education Inc | +1.3% | +50.55% | 加碼 |
| 3 | BLBD | Blue Bird CORP | +1.1% | +31.29% | 加碼 |
| 4 | CASH | Pathward Financial Inc | +1.1% | +34.87% | 加碼 |
| 5 | HASI | Ha Sustainable Infrastructur | +1% | +9.98% | 加碼 |
| 6 | FN | Fabrinet | +0.8% | +9.34% | 加碼 |
| 7 | MOD | Modine Manufacturing Co | +0.7% | -6.17% | 減碼 |
| 8 | FSS | Federal Signal CORP | +0.6% | +32.27% | 加碼 |
| 9 | UMBF | Umb Financial CORP | +0.6% | +19.96% | 加碼 |
| 10 | CVSA | Covista Inc | +0.4% | +2.55% | 加碼 |
| 11 | ALG | Alamo Group Inc | +0.4% | +32.71% | 加碼 |
| 12 | TTMI | Ttm Technologies | +0.4% | -21.64% | 減碼 |
| 13 | GOLF | Acushnet Holdings CORP | +0.3% | -3.42% | 減碼 |
| 14 | WLY | Wiley (john) & Sons-class A | +0.3% | +4.28% | 加碼 |
| 15 | SIMO | Silicon Motion Technol-adr | +0.3% | -11.13% | 減碼 |
| 16 | ✓ | +0.2% | -1.91% | 減碼 | |
| 17 | MYRG | Myr Group Inc/delaware | +0.1% | -19.47% | 減碼 |
| 18 | PRMB | Primo Brands CORP | +0.1% | -2.55% | 減碼 |
| 19 | TTEK | Tetra Tech Inc | +0.1% | +15.74% | 加碼 |
| 20 | GLD | Spdr Gold Shares | +0.1% | — | 不變 |
| 21 | MGRC | Mcgrath Rentcorp | +0.1% | -2.16% | 減碼 |
| 22 | OSIS | Osi Systems Inc | +0.1% | -2.23% | 減碼 |
| 23 | LKFN | Lakeland Financial CORP | 0% | -0.85% | 減碼 |
| 24 | LMB | Limbach Holdings Inc | 0% | -1.35% | 減碼 |
| 25 | DY | Dycom Industries Inc | -0.1% | -2.17% | 減碼 |
| 26 | IDCC | Interdigital Inc | -0.2% | -3.09% | 減碼 |
| 27 | UFPT | Ufp Technologies Inc | -0.2% | -2.43% | 減碼 |
| 28 | KFY | Korn Ferry | -0.2% | -3.72% | 減碼 |
| 29 | CXT | Crane Nxt Co | -0.2% | -2.36% | 減碼 |
| 30 | FIX | Comfort Systems USA Inc | -0.3% | -47.53% | 減碼 |
| 31 | PLUS | Eplus Inc | -0.4% | -2.97% | 減碼 |
| 32 | SKY | Champion Homes Inc | -0.5% | -1.75% | 減碼 |
| 33 | CLS | Celestica Inc | -0.5% | -45.42% | 減碼 |
| 34 | SHOO | Steven Madden LTD | -0.5% | +5.40% | 加碼 |
| 35 | CVCO | Cavco Industries Inc | -0.5% | -2.20% | 減碼 |
| 36 | TSEM | Tower Semiconductor Ltd. | -1% | -47.65% | 減碼 |
| 37 | ICFI | Icf International Inc | -1.5% | -27.58% | 減碼 |
| 38 | EXLS | Exlservice Holdings Inc | -2.7% | -69.82% | 減碼 |
| 39 | HURN | Huron Consulting Group Inc | -3.2% | -70.53% | 減碼 |
| 40 | WLDN | Willdan Group Inc | — | NEW | 新建倉 |
| 41 | LZ | Legalzoomcom Inc | — | EXIT | 清倉 |
| 42 | 1RG | Rev Group Inc | — | EXIT | 清倉 |
| 43 | ECG | Everus Construction Group | — | EXIT | 清倉 |
| 44 | CBZ | Cbiz Inc | — | EXIT | 清倉 |
| 45 | CGAU | Centerra Gold Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Neumeier Poma Investment Counsel LLC 在 Q1 2026 季度的美股持倉總市值約為 US$14.6億，共申報了 41 個公開持股部位。
在 Q1 2026 季度，Neumeier Poma Investment Counsel LLC 按市值排列的前三大核心持股分別為：HASI (4.6%)、OSIS (4.2%)、FN (4.1%)。其中最大持股部位 HASI 佔據整體投資組合約 4.6% 的權重。
在 Q1 2026 季度中，Neumeier Poma Investment Counsel 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 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 WLDN。 本季清倉部位包含 LZ。
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。