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: 0001314440
申報總市值
US$93.3億
US$93.3億
176 檔
6.4%
在 Q4 2025 的 13F 官方備案中，Stephens Investment Management Group LLC 管理的美股投資組合規模來到 US$93.3億，整體持股檔數為 176 檔。
Q4 2025 數據顯示 Stephens Investment Management Group LLC 積極進場，新開立 11 個部位並同步加碼 113 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Stephens Investment Management Group LLC 的前 5 大核心持股（包含 FCFS, RBC, FIVE 等）合計佔整體申報市值的 6.4%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
SRAD
市值: US$5264.3萬
本季最大獲利了結 / 清倉標的
EA
前期市值: US$1.2億
| # | 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 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.76% | -0.41% | -1.20% | |
| 2 | RBC | RBC Bearings Inc | 股票-工業 | 1.59% | -0.12% | +0.21% | |
| 3 | FIVE | Five Below | 股票-循環性消費 | 1.53% | -0.69% | -5.01% | |
| 4 | EXEL | Exelixis Inc | 股票-醫療保健 | 1.45% | +0.10% | +1.13% | |
| 5 | BURL | Burlington Stores Inc | 股票-循環性消費 | 1.43% | -0.18% | +0.09% | |
| 6 | RGEN | Repligen CORP | 股票-醫療保健 | 1.40% | +0.15% | +9.82% | |
| 7 | GWRE | Guidewire Software Inc | 股票-科技 | 1.33% | -0.30% | -5.60% | |
| 8 | HEI-A | Heico Corp-class A | 股票-其他 | 1.33% | +0.01% | -5.22% | |
| 9 | AVAV | Aerovironment Inc | 股票-工業 | 1.30% | -0.23% | -20.15% | |
| 10 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 1.30% | -0.02% | +41.59% | |
| 11 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.29% | +0.43% | +13.10% | |
| 12 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.28% | +0.03% | +0.09% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.27% | -0.82% | -4.17% | |
| 14 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.26% | -0.32% | +0.14% | |
| 15 | 62C | Piper Sandler Cos | 股票-其他 | 1.23% | — | -0.13% | |
| 16 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 1.23% | +0.26% | -9.65% | |
| 17 | PLMR | Palomar Holdings Inc | 股票-金融 | 1.22% | -0.18% | +19.82% | |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.21% | -0.28% | +25.23% | |
| 19 | KRMN | Karman Holdings Inc | 股票-工業 | 1.21% | +0.02% | -5.05% | |
| 20 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.21% | -0.28% | -0.10% | |
| 21 | IRTC | Irhythm Holdings Inc | 股票-醫療保健 | 1.20% | -0.03% | -0.12% | |
| 22 | KTOS | Kratos Defense & Security | 股票-工業 | 1.17% | — | -12.06% | |
| 23 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.11% | — | +18.57% | |
| 24 | EXE | Expand Energy CORP | 股票-能源 | 1.10% | -0.34% | +0.57% | |
| 25 | EVR | Evercore Inc - A | 股票-金融 | 1.09% | -0.02% | -0.10% | |
| 26 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 1.07% | +0.09% | -0.12% | |
| 27 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.06% | -0.58% | EXIT | |
| 28 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 1.03% | +0.01% | +0.18% | |
| 29 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.01% | -0.20% | +21.54% | |
| 30 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 1.00% | -0.02% | -6.58% | |
| 31 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.98% | -0.62% | EXIT | |
| 32 | MANH | Manhattan Associates Inc | 股票-科技 | 0.98% | -0.01% | +0.08% | |
| 33 | CSGP | Costar Group Inc | 股票-房地產 | 0.98% | -0.48% | EXIT | |
| 34 | FTI | TechnipFMC plc | 股票-能源 | 0.96% | -0.26% | -29.88% | |
| 35 | P | Everpure Inc-a | 股票-科技 | 0.95% | +0.09% | +5.40% | |
| 36 | WING | Wingstop Inc | 股票-循環性消費 | 0.95% | +0.44% | -26.53% | |
| 37 | CIEN | Ciena CORP | 股票-科技 | 0.93% | -0.35% | -43.40% | |
| 38 | ECPG | Encore Capital Group Inc | 股票-其他 | 0.92% | -0.99% | -0.20% | |
| 39 | SUPN | Supernus Pharmaceuticals Inc | 股票-醫療保健 | 0.91% | -0.22% | +4.54% | |
| 40 | U | Unity Software Inc | 股票-科技 | 0.90% | — | +13.22% | |
| 41 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.90% | -0.05% | +21.10% | |
| 42 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 0.89% | -0.06% | +39.20% | |
| 43 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.89% | -0.22% | +27.87% | |
| 44 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.87% | -0.02% | +0.33% | |
| 45 | HQY | Healthequity Inc | 股票-醫療保健 | 0.87% | -0.07% | +0.27% | |
| 46 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.86% | -0.17% | +1.86% | |
| 47 | RMD | Resmed Inc | 股票-醫療保健 | 0.86% | -0.74% | -4.08% | |
| 48 | TVTX | Travere Therapeutics Inc | 股票-其他 | 0.86% | +0.41% | +7.62% | |
| 49 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.85% | -0.07% | +9.31% | |
| 50 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.85% | +0.29% | +10.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CWAN | Clearwater Analytics Holdings, Inc. | +0.4% | +18.57% | 加碼 |
| 2 | TXRH | Texas Roadhouse Inc | +0.4% | +98.19% | 加碼 |
| 3 | XMTR | Xometry Inc-a | +0.4% | +115.20% | 加碼 |
| 4 | RGEN | Repligen CORP | +0.4% | +9.82% | 加碼 |
| 5 | TVTX | Travere Therapeutics Inc | +0.4% | +7.62% | 加碼 |
| 6 | ALAB | Astera Labs Inc | +0.4% | +254.15% | 加碼 |
| 7 | PLMR | Palomar Holdings Inc | +0.3% | +19.82% | 加碼 |
| 8 | VIK | Viking Holdings Ltd | +0.3% | +39.20% | 加碼 |
| 9 | MTSI | Macom Technology Solutions H | +0.3% | -0.10% | 減碼 |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +99.40% | 加碼 |
| 11 | RYAN | Ryan Specialty Holdings Inc | +0.3% | +41.59% | 加碼 |
| 12 | GMED | Globus Medical Inc - A | +0.3% | -0.10% | 減碼 |
| 13 | GENI | Genius Sports Limited | +0.3% | +68.87% | 加碼 |
| 14 | KNSL | Kinsale Capital Group Inc | +0.2% | +37.65% | 加碼 |
| 15 | ILMN | Illumina Inc | +0.2% | +15.94% | 加碼 |
| 16 | ECPG | Encore Capital Group Inc | +0.2% | -0.20% | 減碼 |
| 17 | RBC | RBC Bearings Inc | +0.2% | +0.21% | 加碼 |
| 18 | FIVE | Five Below | +0.2% | -5.01% | 減碼 |
| 19 | ICLR | ICON Public Limited Company | +0.2% | +13.10% | 加碼 |
| 20 | U | Unity Software Inc | +0.2% | +13.22% | 加碼 |
| 21 | BURL | Burlington Stores Inc | +0.2% | +0.09% | 加碼 |
| 22 | FN | Fabrinet | +0.2% | -0.00% | 減碼 |
| 23 | RBRK | Rubrik Inc-a | +0.2% | +47.45% | 加碼 |
| 24 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.2% | +0.59% | 加碼 |
| 25 | DXCM | Dexcom Inc | +0.2% | +21.10% | 加碼 |
| 26 | CSGP | Costar Group Inc | +0.1% | +45.46% | 加碼 |
| 27 | BRZE | Braze Inc-a | +0.1% | +8.72% | 加碼 |
| 28 | COHR | Coherent CORP | +0.1% | -7.47% | 減碼 |
| 29 | AM6 | Amicus Therapeutics Inc | +0.1% | +7.23% | 加碼 |
| 30 | TECH | Bio-techne CORP | +0.1% | +9.31% | 加碼 |
| 31 | EXEL | Exelixis Inc | +0.1% | +1.13% | 加碼 |
| 32 | AZTA | Azenta Inc | +0.1% | +10.99% | 加碼 |
| 33 | TSCO | Tractor Supply Company | +0.1% | +27.87% | 加碼 |
| 34 | BROS | Dutch Bros Inc-class A | +0.1% | +38.50% | 加碼 |
| 35 | ROK | Rockwell Automation Inc | +0.1% | +0.20% | 加碼 |
| 36 | LSCC | Lattice Semiconductor CORP | +0.1% | +10.10% | 加碼 |
| 37 | TER | Teradyne Inc | +0.1% | +1.32% | 加碼 |
| 38 | SAIA | Saia Inc | +0.1% | +7.84% | 加碼 |
| 39 | FWRG | First Watch Restaurant Group | +0.1% | +46.67% | 加碼 |
| 40 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | +25.23% | 加碼 |
| 41 | MEDP | Medpace Holdings Inc | +0.1% | +0.33% | 加碼 |
| 42 | VRSK | Verisk Analytics Inc | +0.1% | +21.54% | 加碼 |
| 43 | ZETA | Zeta Global Holdings Corp-a | +0.1% | +13.18% | 加碼 |
| 44 | MDB | Mongodb Inc | +0.1% | +2.29% | 加碼 |
| 45 | SUPN | Supernus Pharmaceuticals Inc | +0.1% | +4.54% | 加碼 |
| 46 | JHX | James Hardie Industries plc | +0.1% | +5.97% | 加碼 |
| 47 | PCOR | Procore Technologies Inc | +0.1% | +20.66% | 加碼 |
| 48 | ✓ | +0.1% | +99.72% | 加碼 | |
| 49 | IDXX | Idexx Laboratories Inc | +0.1% | +1.86% | 加碼 |
| 50 | ROST | Ross Stores Inc | +0.1% | +1.10% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stephens Investment Management Group LLC 在 Q4 2025 季度的美股持倉總市值約為 US$93.3億，共申報了 176 個公開持股部位。
在 Q4 2025 季度，Stephens Investment Management Group LLC 按市值排列的前三大核心持股分別為：FCFS (1.8%)、RBC (1.6%)、FIVE (1.5%)。其中最大持股部位 FCFS 佔據整體投資組合約 1.8% 的權重。
在 Q4 2025 季度中，Stephens Investment Management Group LLC 共進行了 186 項持倉異動，包含新建倉 11 個部位、加碼 113 個部位、減碼 52 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SRAD。 本季清倉部位包含 EA。
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。