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: 0000906304
申報總市值
US$124.2億
US$124.2億
774 檔
4.2%
在 Q1 2026 的 13F 官方備案中，Royce & Associates LP 管理的美股投資組合規模來到 US$124.2億，整體持股檔數為 774 檔。
在 Q1 2026 期間，Royce & Associates LP 展現了靈活的資產再平衡步調，透過出清 20 檔弱勢或達到目標價部位，將資金轉置於 18 檔新建倉標的之中。
在資產配置集中度方面，Royce & Associates LP 的前 5 大核心持股（包含 ACA, KWR, JBTM 等）合計佔整體申報市值的 4.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 774 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 | ACA | Arcosa Inc | 股票-工業 | 1.31% | -0.15% | +1.45% | |
| 2 | KWR | Quaker Chemical Corporation | 股票-其他 | 1.01% | +0.09% | +9.02% | |
| 3 | JBTM | Jbt Marel CORP | 股票-工業 | 1.00% | -0.08% | +18.17% | |
| 4 | ESE | Esco Technologies Inc | 股票-科技 | 0.95% | -0.21% | -5.71% | |
| 5 | MKSI | Mks Inc | 股票-科技 | 0.92% | +0.02% | -34.53% | |
| 6 | AGO | Assured Guaranty Ltd. | 股票-金融 | 0.79% | -0.11% | -0.13% | |
| 7 | ESAB | Esab CORP | 股票-工業 | 0.78% | -0.09% | -9.40% | |
| 8 | SEIC | Sei Investments Company | 股票-金融 | 0.77% | -0.03% | +9.94% | |
| 9 | ✓ | Intl Gnrl Insurance Hldngs L | 股票-其他 | 0.77% | -0.08% | +2.34% | |
| 10 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.75% | -0.15% | +2.23% | |
| 11 | LCII | Lci Industries | 股票-循環性消費 | 0.74% | -0.19% | -6.63% | |
| 12 | IPAR | Interparfums Inc | 股票-其他 | 0.74% | +0.04% | +20.46% | |
| 13 | EXPO | Exponent Inc | 股票-工業 | 0.74% | -0.11% | +75.56% | |
| 14 | LFUS | Littelfuse Inc | 股票-科技 | 0.73% | -0.23% | -6.65% | |
| 15 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.72% | -0.24% | -24.71% | |
| 16 | IESC | Ies Holdings Inc | 股票-工業 | 0.70% | +0.18% | -13.02% | |
| 17 | KAI | Kadant Inc | 股票-其他 | 0.69% | -0.02% | +16.11% | |
| 18 | RBC | RBC Bearings Inc | 股票-工業 | 0.66% | -0.07% | -6.92% | |
| 19 | ESI | Element Solutions Inc | 股票-原物料 | 0.66% | +0.08% | -16.67% | |
| 20 | ONTO | Onto Innovation Inc | 股票-科技 | 0.64% | +0.23% | -13.30% | |
| 21 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 0.64% | +0.03% | -17.23% | |
| 22 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.64% | +0.27% | +23.59% | |
| 23 | FSV | Firstservice CORP | 股票-其他 | 0.63% | -0.10% | +22.47% | |
| 24 | NGVT | Ingevity CORP | 股票-其他 | 0.62% | -0.05% | -20.49% | |
| 25 | COHU | Cohu Inc | 股票-其他 | 0.61% | -0.05% | +5.70% | |
| 26 | VVV | Valvoline Inc | 股票-循環性消費 | 0.60% | +0.01% | +4.10% | |
| 27 | NPO | Enpro Inc | 股票-工業 | 0.59% | +0.06% | -8.10% | |
| 28 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.58% | -0.17% | -9.63% | |
| 29 | SII | Sprott Inc | 股票-其他 | 0.57% | -0.24% | -34.66% | |
| 30 | MRX | Marex Group plc | 股票-其他 | 0.55% | — | -0.63% | |
| 31 | KFY | Korn Ferry | 股票-工業 | 0.52% | -0.10% | +31.44% | |
| 32 | BRC | Brady Corporation - Cl A | 股票-其他 | 0.51% | -0.17% | -13.50% | |
| 33 | CPRX | Catalyst Pharmaceuticals Inc | 股票-醫療保健 | 0.51% | -0.42% | +9.38% | |
| 34 | CGNX | Cognex CORP | 股票-科技 | 0.50% | +0.01% | -2.64% | |
| 35 | CECO | Ceco Environmental CORP | 股票-其他 | 0.49% | +0.13% | +11.76% | |
| 36 | RLI | Rli CORP | 股票-金融 | 0.49% | +0.05% | +47.41% | |
| 37 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 0.48% | -0.01% | -1.80% | |
| 38 | RBA | Rb Global Inc | 股票-工業 | 0.47% | -0.01% | +19.00% | |
| 39 | IMAX | Imax CORP | 股票-其他 | 0.47% | -0.04% | -1.44% | |
| 40 | UCTT | Ultra Clean Holdings Inc | 股票-其他 | 0.47% | +0.30% | -30.87% | |
| 41 | VMI | Valmont Industries | 股票-工業 | 0.47% | +0.04% | -24.31% | |
| 42 | KN | Knowles CORP | 股票-其他 | 0.46% | -0.02% | -2.38% | |
| 43 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 0.45% | -0.22% | -16.28% | |
| 44 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.45% | -0.13% | +10.50% | |
| 45 | VNT | Vontier CORP | 股票-科技 | 0.45% | -0.10% | +14.25% | |
| 46 | MHO | M/i Homes Inc | 股票-循環性消費 | 0.45% | -0.04% | +13.06% | |
| 47 | TRNS | Transcat Inc | 股票-其他 | 0.45% | -0.13% | +57.28% | |
| 48 | ATMU | Atmus Filtration Technologie | 股票-循環性消費 | 0.44% | -0.03% | +16.46% | |
| 49 | BC | Brunswick CORP | 股票-循環性消費 | 0.44% | -0.05% | +17.85% | |
| 50 | DGII | Digi International Inc | 股票-其他 | 0.43% | +0.08% | -1.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXPO | Exponent Inc | +0.3% | +75.56% | 加碼 |
| 2 | ESE | Esco Technologies Inc | +0.2% | -5.71% | 減碼 |
| 3 | TRNS | Transcat Inc | +0.2% | +57.28% | 加碼 |
| 4 | UCTT | Ultra Clean Holdings Inc | +0.2% | -30.87% | 減碼 |
| 5 | UTI | Universal Technical Institut | +0.2% | +50.77% | 加碼 |
| 6 | ANDG | Andersen Group Inc - A | +0.2% | +83.11% | 加碼 |
| 7 | COHU | Cohu Inc | +0.2% | +5.70% | 加碼 |
| 8 | ADTN | Adtran Holdings Inc | +0.2% | +20.42% | 加碼 |
| 9 | IPAR | Interparfums Inc | +0.2% | +20.46% | 加碼 |
| 10 | TDS | Telephone And Data Systems | +0.2% | +327.32% | 加碼 |
| 11 | KTB | Kontoor Brands Inc | +0.1% | +280.46% | 加碼 |
| 12 | MMS | Maximus Inc | +0.1% | +234.39% | 加碼 |
| 13 | TREX | Trex Company Inc | +0.1% | +248.39% | 加碼 |
| 14 | LFUS | Littelfuse Inc | +0.1% | -6.65% | 減碼 |
| 15 | ICHR | Ichor Holdings, Ltd. | +0.1% | -41.39% | 減碼 |
| 16 | CGNX | Cognex CORP | +0.1% | -2.64% | 減碼 |
| 17 | RLI | Rli CORP | +0.1% | +47.41% | 加碼 |
| 18 | AMN | Amn Healthcare Services Inc | +0.1% | +119.25% | 加碼 |
| 19 | AVTR | Avantor Inc | +0.1% | +3519.24% | 加碼 |
| 20 | MAN | Manpowergroup Inc | +0.1% | +258.62% | 加碼 |
| 21 | KAI | Kadant Inc | +0.1% | +16.11% | 加碼 |
| 22 | HRB | H&r Block Inc | +0.1% | +145.74% | 加碼 |
| 23 | CAMT | Camtek Ltd. | +0.1% | +8.40% | 加碼 |
| 24 | LOB | Live Oak Bancshares Inc | +0.1% | +132.01% | 加碼 |
| 25 | LINC | Lincoln Educational Services | +0.1% | +107.03% | 加碼 |
| 26 | CRMD | Cormedix Inc | +0.1% | +679.90% | 加碼 |
| 27 | MRTN | Marten Transport LTD | +0.1% | +250.07% | 加碼 |
| 28 | KFY | Korn Ferry | +0.1% | +31.44% | 加碼 |
| 29 | VVV | Valvoline Inc | +0.1% | +4.10% | 加碼 |
| 30 | MATX | Matson Inc | +0.1% | +13.29% | 加碼 |
| 31 | ATMU | Atmus Filtration Technologie | +0.1% | +16.46% | 加碼 |
| 32 | ALG | Alamo Group Inc | +0.1% | +665.90% | 加碼 |
| 33 | MD | Pediatrix Medical Group Inc | +0.1% | +166.45% | 加碼 |
| 34 | FC | Franklin Covey Co | +0.1% | +132.23% | 加碼 |
| 35 | BBSI | Barrett Business Svcs Inc | +0.1% | +57.65% | 加碼 |
| 36 | LBRT | Liberty Energy Inc | +0.1% | +12.90% | 加碼 |
| 37 | MC | Moelis & Co - Class A | +0.1% | +101.63% | 加碼 |
| 38 | BW | Babcock & Wilcox Enterpr | +0.1% | +85.92% | 加碼 |
| 39 | WTTR | Select Water Solutions Inc | +0.1% | -5.73% | 減碼 |
| 40 | KGS | Kodiak Gas Services Inc | +0.1% | +9.02% | 加碼 |
| 41 | TTMI | Ttm Technologies | +0.1% | +1.50% | 加碼 |
| 42 | JJSF | J & J Snack Foods CORP | +0.1% | +44.94% | 加碼 |
| 43 | INTT | Intest CORP | +0.1% | -7.92% | 減碼 |
| 44 | OPY | Oppenheimer Holdings-cl A | +0.1% | +56.19% | 加碼 |
| 45 | AMSC | American Superconductor CORP | +0.1% | +40.23% | 加碼 |
| 46 | APOG | Apogee Enterprises Inc | +0.1% | +929.92% | 加碼 |
| 47 | SOPH | SOPHiA GENETICS SA | +0.1% | +322.15% | 加碼 |
| 48 | PSN | Parsons CORP | +0.1% | +170.99% | 加碼 |
| 49 | ESI | Element Solutions Inc | +0.1% | -16.67% | 減碼 |
| 50 | MRX | Marex Group plc | +0.1% | -0.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Royce & Associates LP 在 Q1 2026 季度的美股持倉總市值約為 US$124.2億，共申報了 774 個公開持股部位。
在 Q1 2026 季度，Royce & Associates LP 按市值排列的前三大核心持股分別為：ACA (1.3%)、KWR (1.0%)、JBTM (1.0%)。其中最大持股部位 ACA 佔據整體投資組合約 1.3% 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
DOCN
市值: US$1925.0萬
本季最大獲利了結 / 清倉標的
TGNA
前期市值: US$2780.1萬
在 Q1 2026 季度中，Royce & Associates LP 共進行了 199 項持倉異動，包含新建倉 18 個部位、加碼 84 個部位、減碼 77 個部位以及清倉 20 個部位。 其中最大新建倉標的為 DOCN。 本季清倉部位包含 TGNA。
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。