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: 0001356783
申報總市值
US$7.2億
US$7.2億
142 檔
10.9%
根據最新整理的 13F 季度數據集，Phocas Financial Corp. 於 Q2 2025 結束時的管理資產規模為 US$7.2億。該機構在本季度申報了 142 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2025 的申報異動，Phocas Financial Corp. 採取了強勁的買進策略，建倉與加碼動作（合計 36 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。
檢視投資組合結構，前 5 大主力部位（包含 SKYW, TTMI, CVSA）占據了總市值的 10.9%，展現出該機構在 Q2 2025 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 | SKYW | Skywest Inc | 股票-工業 | 2.57% | -0.14% | +0.01% | |
| 2 | TTMI | Ttm Technologies | 股票-科技 | 2.40% | — | +15.51% | |
| 3 | CVSA | Covista Inc | 股票-非循環性消費 | 2.27% | -0.09% | +0.01% | |
| 4 | WTFC | Wintrust Financial CORP | 股票-金融 | 2.16% | -0.05% | +0.01% | |
| 5 | CASH | Pathward Financial Inc | 股票-其他 | 1.86% | -0.33% | +0.01% | |
| 6 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 1.86% | -0.15% | +0.01% | |
| 7 | PRIM | Primoris Services CORP | 股票-工業 | 1.76% | -1.09% | EXIT | |
| 8 | SNEX | Stonex Group Inc | 股票-金融 | 1.75% | -0.02% | +0.01% | |
| 9 | ABCB | Ameris Bancorp | 股票-金融 | 1.60% | -0.04% | +0.01% | |
| 10 | RRC | Range Resources CORP | 股票-能源 | 1.60% | — | +28.59% | |
| 11 | PFBC | Preferred Bank/los Angeles | 股票-其他 | 1.59% | -0.03% | +0.01% | |
| 12 | FHN | First Horizon CORP | 股票-金融 | 1.52% | — | +0.01% | |
| 13 | FRME | First Merchants CORP | 股票-其他 | 1.47% | -0.07% | +0.01% | |
| 14 | KMPR | Kemper CORP | 股票-其他 | 1.47% | — | +0.01% | |
| 15 | AMRX | Amneal Pharmaceuticals Inc | 股票-其他 | 1.47% | +0.01% | +0.01% | |
| 16 | CRS | Carpenter Technology | 股票-工業 | 1.46% | +0.35% | +0.01% | |
| 17 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 1.39% | -0.31% | +0.02% | |
| 18 | BKH | Black Hills CORP | 股票-公用事業 | 1.38% | -0.13% | — | |
| 19 | DCO | Ducommun Inc | 股票-其他 | 1.34% | +0.47% | +0.01% | |
| 20 | FNB | Fnb CORP | 股票-金融 | 1.29% | -0.06% | +0.01% | |
| 21 | SAH | Sonic Automotive Inc-class A | 股票-其他 | 1.27% | +0.04% | +0.01% | |
| 22 | AIR | Aar CORP | 股票-工業 | 1.26% | +0.17% | +0.01% | |
| 23 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 1.26% | -0.12% | +0.01% | |
| 24 | KD | Kyndryl Holdings Inc | 股票-科技 | 1.25% | — | -27.63% | |
| 25 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.25% | — | +0.01% | |
| 26 | SRJ | Spartannash Co | 股票-其他 | 1.24% | — | +0.01% | |
| 27 | SANM | Sanmina CORP | 股票-科技 | 1.23% | -0.21% | +0.01% | |
| 28 | RHP | Ryman Hospitality Properties | 股票-房地產 | 1.20% | +0.17% | -0.03% | |
| 29 | ONB | Old National Bancorp | 股票-金融 | 1.11% | -0.01% | +0.01% | |
| 30 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.10% | — | +0.02% | |
| 31 | OMF | Onemain Holdings Inc | 股票-金融 | 1.07% | — | +27.59% | |
| 32 | OTTR | Otter Tail CORP | 股票-工業 | 1.06% | -0.14% | +0.01% | |
| 33 | POR | Portland General Electric Co | 股票-公用事業 | 1.06% | — | +0.01% | |
| 34 | CSR | Centerspace | 股票-其他 | 1.06% | -0.16% | +120.02% | |
| 35 | CMA | Comerica Inc | 股票-其他 | 1.05% | — | +0.40% | |
| 36 | ADC | Agree Realty CORP | 股票-房地產 | 1.04% | — | +0.02% | |
| 37 | EFSC | Enterprise Financial Service | 股票-其他 | 1.04% | +0.02% | +0.01% | |
| 38 | BANR | Banner Corporation | 股票-其他 | 1.03% | -0.07% | +0.01% | |
| 39 | MKSI | Mks Inc | 股票-科技 | 1.03% | +0.13% | +137.64% | |
| 40 | BGC | Bgc Group Inc-a | 股票-金融 | 1.01% | -0.07% | +0.01% | |
| 41 | R | Ryder System Inc | 股票-工業 | 1.01% | +0.09% | +0.02% | |
| 42 | VRRM | Verra Mobility CORP | 股票-其他 | 1.01% | — | +17.06% | |
| 43 | AM | Antero Midstream CORP | 股票-能源 | 0.98% | -0.16% | +36.93% | |
| 44 | ADT | Adt Inc | 股票-工業 | 0.97% | -0.13% | — | |
| 45 | T86 | Tri Pointe Homes Inc | 股票-其他 | 0.95% | -1.21% | EXIT | |
| 46 | SLG | Sl Green Realty CORP | 股票-房地產 | 0.94% | +0.15% | +0.56% | |
| 47 | CHCT | Community Healthcare Trust I | 股票-其他 | 0.94% | -0.03% | -0.01% | |
| 48 | TRNO | Terreno Realty CORP | 股票-房地產 | 0.93% | -0.16% | +0.01% | |
| 49 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 0.92% | — | +0.01% | |
| 50 | IRT | Independence Realty Trust In | 股票-房地產 | 0.91% | -0.04% | -0.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TTMI | Ttm Technologies | +1.3% | +15.51% | 加碼 |
| 2 | ADT | Adt Inc | +1% | NEW | 新建倉 |
| 3 | BDC | Belden Inc | +0.7% | NEW | 新建倉 |
| 4 | MKSI | Mks Inc | +0.7% | +137.64% | 加碼 |
| 5 | CSR | Centerspace | +0.5% | +120.02% | 加碼 |
| 6 | VBTX | Veritex Holdings Inc | +0.5% | NEW | 新建倉 |
| 7 | ROCK | Gibraltar Industries Inc | +0.5% | NEW | 新建倉 |
| 8 | CON | Concentra Group Holdings Par | +0.5% | NEW | 新建倉 |
| 9 | CRS | Carpenter Technology | +0.4% | +0.01% | 加碼 |
| 10 | SWX | Southwest Gas Holdings Inc | +0.4% | +104.60% | 加碼 |
| 11 | EHABUSD | Enhabit Inc | +0.4% | NEW | 新建倉 |
| 12 | PRIM | Primoris Services CORP | +0.4% | +0.01% | 加碼 |
| 13 | CVSA | Covista Inc | +0.4% | +0.01% | 加碼 |
| 14 | DCO | Ducommun Inc | +0.3% | +0.01% | 加碼 |
| 15 | THS | Treehouse Foods Inc | +0.3% | +152.11% | 加碼 |
| 16 | SAH | Sonic Automotive Inc-class A | +0.3% | +0.01% | 加碼 |
| 17 | RRC | Range Resources CORP | +0.3% | +28.59% | 加碼 |
| 18 | OMF | Onemain Holdings Inc | +0.3% | +27.59% | 加碼 |
| 19 | COHR | Coherent CORP | +0.3% | +24.83% | 加碼 |
| 20 | AM | Antero Midstream CORP | +0.3% | +36.93% | 加碼 |
| 21 | SKYW | Skywest Inc | +0.3% | +0.01% | 加碼 |
| 22 | 1RG | Rev Group Inc | +0.3% | +0.01% | 加碼 |
| 23 | SRJ | Spartannash Co | +0.2% | +0.01% | 加碼 |
| 24 | SANM | Sanmina CORP | +0.2% | +0.01% | 加碼 |
| 25 | VRRM | Verra Mobility CORP | +0.2% | +17.06% | 加碼 |
| 26 | SNEX | Stonex Group Inc | +0.2% | +0.01% | 加碼 |
| 27 | MGY | Magnolia Oil & Gas CORP - A | +0.2% | +69.01% | 加碼 |
| 28 | APLSUSD | Apellis Pharmaceuticals Inc | +0.2% | NEW | 新建倉 |
| 29 | AIR | Aar CORP | +0.2% | +0.01% | 加碼 |
| 30 | URBN | Urban Outfitters Inc | +0.2% | +0.02% | 加碼 |
| 31 | PCRX | Pacira Biosciences Inc | +0.1% | +35.80% | 加碼 |
| 32 | ABCB | Ameris Bancorp | +0.1% | +0.01% | 加碼 |
| 33 | WTFC | Wintrust Financial CORP | +0.1% | +0.01% | 加碼 |
| 34 | ACHC | Acadia Healthcare Co Inc | -0.2% | +0.01% | 加碼 |
| 35 | GIII | G-iii Apparel Group LTD | -0.2% | +0.01% | 加碼 |
| 36 | IRT | Independence Realty Trust In | -0.3% | -0.01% | 減碼 |
| 37 | LNTH | Lantheus Holdings Inc | -0.3% | +0.01% | 加碼 |
| 38 | JACK | Jack In THE Box Inc | -0.3% | EXIT | 清倉 |
| 39 | AXSM | Axsome Therapeutics Inc | -0.3% | EXIT | 清倉 |
| 40 | BTSG | Brightspring Health Services | -0.4% | EXIT | 清倉 |
| 41 | SKAA | Skechers USA Inc-cl A | -0.4% | EXIT | 清倉 |
| 42 | MTRN | Materion CORP | -0.5% | -47.69% | 減碼 |
| 43 | SEM | Select Medical Holdings CORP | -0.5% | EXIT | 清倉 |
| 44 | AAP | Advance Auto Parts Inc | -0.5% | -57.01% | 減碼 |
| 45 | SUPN | Supernus Pharmaceuticals Inc | -0.5% | EXIT | 清倉 |
| 46 | EXEL | Exelixis Inc | -0.6% | EXIT | 清倉 |
| 47 | PLUS | Eplus Inc | -0.6% | EXIT | 清倉 |
| 48 | GMREUSD | Global Medical Reit Inc | -0.8% | EXIT | 清倉 |
| 49 | APY1EUR | Championx CORP | -0.9% | EXIT | 清倉 |
| 50 | SPB | Spectrum Brands Holdings Inc | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Phocas Financial Corp. 在 Q2 2025 季度的美股持倉總市值約為 US$7.2億，共申報了 142 個公開持股部位。
在 Q2 2025 季度，Phocas Financial Corp. 按市值排列的前三大核心持股分別為：SKYW (2.6%)、TTMI (2.4%)、CVSA (2.3%)。其中最大持股部位 SKYW 佔據整體投資組合約 2.6% 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
ADT
市值: US$673.9萬
本季最大獲利了結 / 清倉標的
SPB
前期市值: US$584.5萬
在 Q2 2025 季度中，Phocas Financial Corp. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 29 個部位、減碼 3 個部位以及清倉 11 個部位。 其中最大新建倉標的為 ADT。 本季清倉部位包含 SPB。
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。