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: 0001333709
申報總市值
US$2.9億
US$2.9億
101 檔
26.4%
截至 Q1 2026 季度末，Summit Creek Advisors LLC 的美股持倉估值約為 US$2.9億，全數申報部位共有 101 檔。
Summit Creek Advisors 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 54 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，Summit Creek Advisors LLC 的前 5 大持股（包含 LFUS, ADUS, CWST）貢獻了組合市值的 26.4%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | LFUS | Littelfuse Inc | 股票-科技 | 3.69% | +0.05% | -25.07% | |
| 2 | ADUS | Addus Homecare CORP | 股票-其他 | 3.10% | -0.19% | -9.03% | |
| 3 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 3.04% | +0.22% | -11.18% | |
| 4 | ✓ | 股票-其他 | 3.04% | — | -13.70% | ||
| 5 | ROAD | Construction Partners Inc-a | 股票-工業 | 3.04% | -0.20% | — | |
| 6 | ✓ | 股票-其他 | 2.77% | — | -12.83% | ||
| 7 | HQY | Healthequity Inc | 股票-醫療保健 | 2.77% | -0.18% | — | |
| 8 | ✓ | 股票-其他 | 2.71% | — | +3.76% | ||
| 9 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 2.71% | -0.87% | — | |
| 10 | ✓ | 股票-其他 | 2.69% | — | -34.27% | ||
| 11 | FIVE | Five Below | 股票-循環性消費 | 2.69% | -0.76% | — | |
| 12 | ✓ | 股票-其他 | 2.66% | — | -1.20% | ||
| 13 | FSV | Firstservice CORP | 股票-其他 | 2.66% | -0.28% | — | |
| 14 | ✓ | 股票-其他 | 2.64% | — | -13.04% | ||
| 15 | TECH | Bio-techne CORP | 股票-醫療保健 | 2.64% | +0.48% | — | |
| 16 | ✓ | 股票-其他 | 2.46% | — | -4.09% | ||
| 17 | OPCH | Option Care Health Inc | 股票-醫療保健 | 2.46% | -2.46% | EXIT | |
| 18 | ✓ | 股票-其他 | 2.41% | — | -13.63% | ||
| 19 | VCEL | Vericel CORP | 股票-其他 | 2.41% | +0.91% | — | |
| 20 | BWMN | Bowman Consulting Group LTD | 股票-其他 | 2.39% | -0.20% | +2.38% | |
| 21 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 2.37% | -0.76% | -29.55% | |
| 22 | ✓ | 股票-其他 | 2.32% | — | -12.80% | ||
| 23 | WLDN | Willdan Group Inc | 股票-其他 | 2.32% | -0.07% | — | |
| 24 | ONT | Onterris Inc | 股票-其他 | 2.30% | -0.41% | -18.71% | |
| 25 | DSGX | Descartes Systems Grp/the | 股票-科技 | 2.27% | -0.67% | -13.66% | |
| 26 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 2.25% | +0.15% | +20.65% | |
| 27 | ✓ | 股票-其他 | 2.24% | — | -22.12% | ||
| 28 | LGN | Legence Corp-cl A | 股票-其他 | 2.24% | +0.43% | — | |
| 29 | ✓ | 股票-其他 | 2.22% | — | -32.93% | ||
| 30 | ABCB | Ameris Bancorp | 股票-金融 | 2.22% | -0.05% | — | |
| 31 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 2.17% | +0.23% | -13.69% | |
| 32 | ✓ | 股票-其他 | 2.14% | — | -12.42% | ||
| 33 | COCO | Vita Coco Co Inc/the | 股票-其他 | 2.14% | -0.35% | — | |
| 34 | ✓ | 股票-其他 | 2.05% | — | -13.74% | ||
| 35 | RELY | Remitly Global Inc | 股票-其他 | 2.05% | +0.30% | — | |
| 36 | ✓ | 股票-其他 | 2.05% | — | -1.43% | ||
| 37 | PNTG | Pennant Group Inc/the | 股票-其他 | 2.05% | +0.12% | — | |
| 38 | ✓ | 股票-其他 | 1.97% | — | -9.93% | ||
| 39 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.97% | -0.41% | — | |
| 40 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.95% | -0.34% | -13.67% | |
| 41 | ✓ | 股票-其他 | 1.89% | — | -11.23% | ||
| 42 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.89% | -1.89% | EXIT | |
| 43 | CHEF | Chefs' Warehouse Inc/the | 股票-其他 | 1.88% | +0.77% | -13.60% | |
| 44 | ✓ | 股票-其他 | 1.83% | — | -13.77% | ||
| 45 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 1.83% | +0.33% | — | |
| 46 | ✓ | 股票-其他 | 1.74% | — | -13.23% | ||
| 47 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 1.74% | -0.11% | — | |
| 48 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 1.70% | -0.76% | -11.29% | |
| 49 | ✓ | 股票-其他 | 1.69% | — | -11.96% | ||
| 50 | P | Everpure Inc-a | 股票-科技 | 1.69% | +0.24% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | +3.76% | 加碼 | |
| 2 | LFUS | Littelfuse Inc | +0.9% | -25.07% | 減碼 |
| 3 | ✓ | +0.6% | -1.43% | 減碼 | |
| 4 | ✓ | +0.6% | -22.12% | 減碼 | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | +0.6% | +20.65% | 加碼 |
| 6 | LMAT | Lemaitre Vascular Inc | +0.5% | -29.55% | 減碼 |
| 7 | ✓ | +0.5% | -13.74% | 減碼 | |
| 8 | AORT | Artivion Inc | +0.4% | +34.26% | 加碼 |
| 9 | ✓ | +0.4% | -13.70% | 減碼 | |
| 10 | ✓ | +0.4% | -1.20% | 減碼 | |
| 11 | BWMN | Bowman Consulting Group LTD | +0.3% | +2.38% | 加碼 |
| 12 | ✓ | +0.3% | -13.23% | 減碼 | |
| 13 | ✓ | +0.3% | +29.54% | 加碼 | |
| 14 | ✓ | +0.2% | -11.22% | 減碼 | |
| 15 | ✓ | +0.1% | -4.09% | 減碼 | |
| 16 | CHEF | Chefs' Warehouse Inc/the | +0.1% | -13.60% | 減碼 |
| 17 | ✓ | +0.1% | -12.83% | 減碼 | |
| 18 | ADUS | Addus Homecare CORP | +0.1% | -9.03% | 減碼 |
| 19 | ✓ | +0.1% | -34.27% | 減碼 | |
| 20 | ✓ | +0.1% | -11.02% | 減碼 | |
| 21 | ✓ | +0.1% | -12.42% | 減碼 | |
| 22 | ✓ | 0% | -9.80% | 減碼 | |
| 23 | ✓ | 0% | -13.04% | 減碼 | |
| 24 | ✓ | 0% | -11.96% | 減碼 | |
| 25 | WST | West Pharmaceutical Services | 0% | +33.54% | 加碼 |
| 26 | MPWR | Monolithic Power Systems Inc | 0% | — | 不變 |
| 27 | ✓ | 0% | -13.63% | 減碼 | |
| 28 | TRMB | Trimble Inc | 0% | — | 不變 |
| 29 | JKHY | Jack Henry & Associates Inc | 0% | — | 不變 |
| 30 | FICO | Fair Isaac CORP | 0% | +43.24% | 加碼 |
| 31 | TW | Tradeweb Markets Inc-class A | 0% | — | 不變 |
| 32 | ✓ | 0% | — | 不變 | |
| 33 | NICE | Nice LTD - Spon Adr | 0% | — | 不變 |
| 34 | ✓ | 0% | -10.14% | 減碼 | |
| 35 | ALRM | Alarm.com Holdings Inc | 0% | -11.29% | 減碼 |
| 36 | GDDY | Godaddy Inc - Class A | 0% | -33.38% | 減碼 |
| 37 | DT | Dynatrace Inc | 0% | -43.95% | 減碼 |
| 38 | DORM | Dorman Products Inc | -0.1% | -12.38% | 減碼 |
| 39 | ✓ | -0.1% | -5.29% | 減碼 | |
| 40 | ✓ | -0.1% | -11.28% | 減碼 | |
| 41 | ✓ | -0.1% | -10.44% | 減碼 | |
| 42 | BOOT | Boot Barn Holdings Inc | -0.2% | -13.69% | 減碼 |
| 43 | ONT | Onterris Inc | -0.2% | -18.71% | 減碼 |
| 44 | CWST | Casella Waste Systems Inc-a | -0.2% | -11.18% | 減碼 |
| 45 | DSGX | Descartes Systems Grp/the | -0.2% | -13.66% | 減碼 |
| 46 | ✓ | -0.2% | -32.93% | 減碼 | |
| 47 | ✓ | -0.3% | -9.93% | 減碼 | |
| 48 | ✓ | -0.3% | -13.77% | 減碼 | |
| 49 | ✓ | -0.3% | -13.58% | 減碼 | |
| 50 | ✓ | -0.3% | -14.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Summit Creek Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.9億，共申報了 101 個公開持股部位。
在 Q1 2026 季度，Summit Creek Advisors LLC 按市值排列的前三大核心持股分別為：LFUS (3.7%)、ADUS (3.1%)、CWST (3.0%)。其中最大持股部位 LFUS 佔據整體投資組合約 3.7% 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
市值: US$587.2萬
本季最大獲利了結 / 清倉標的
CWAN
前期市值: US$873.5萬
在 Q1 2026 季度中，Summit Creek Advisors LLC 共進行了 66 項持倉異動，包含新建倉 5 個部位、加碼 7 個部位、減碼 47 個部位以及清倉 7 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 CWAN。
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。