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: 0001520710
申報總市值
US$10.7億
US$10.7億
186 檔
4.0%
在 Q4 2025 申報期間，Uniplan Investment Counsel, Inc.（CIK: 0001520710）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.7億，共持有 186 個公開申報部位。
從 Q4 2025 申報觀察，Uniplan Investment Counsel, Inc. 採取防禦導向的調倉策略，本季減碼 120 檔個股並出清 28 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 USFR, WELL, SII）累計市值佔比達 4.0%，是驅動 Uniplan Investment Counsel, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.62% | -0.89% | -38.15% | |
| 2 | WELL | Welltower Inc | 股票-房地產 | 2.55% | — | -84.95% | |
| 3 | SII | Sprott Inc | 股票-其他 | 2.37% | -0.41% | -4.33% | |
| 4 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 2.15% | +0.20% | -3.99% | |
| 5 | EQIX | Equinix Inc | 股票-房地產 | 2.15% | -0.31% | -83.98% | |
| 6 | SPG | Simon Property Group Inc | 股票-房地產 | 2.14% | -0.30% | -82.21% | |
| 7 | LINC | Lincoln Educational Services | 股票-其他 | 2.03% | +0.06% | -4.53% | |
| 8 | AMT | American Tower CORP | 股票-房地產 | 2.00% | -1.05% | -83.86% | |
| 9 | WULF | Terawulf Inc | 股票-金融 | 1.92% | +0.22% | -2.65% | |
| 10 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 1.88% | — | +14.95% | |
| 11 | MAMA | Mama's Creations Inc | 股票-其他 | 1.86% | +0.06% | -3.64% | |
| 12 | NPKI | Npk International Inc | 股票-其他 | 1.80% | +0.02% | -4.72% | |
| 13 | SEI | Solaris Energy Infrastructur | 股票-能源 | 1.78% | +0.16% | -24.95% | |
| 14 | IRMD | Iradimed CORP | 股票-其他 | 1.72% | -0.01% | -18.79% | |
| 15 | SRTA | Strata Critical Medical Inc | 股票-其他 | 1.63% | +0.15% | -4.60% | |
| 16 | AXGN | Axogen Inc | 股票-其他 | 1.57% | +0.27% | +7.49% | |
| 17 | AZZ | Azz Inc | 股票-工業 | 1.54% | +0.11% | +7.30% | |
| 18 | ✓ | Banco Latinoamericano Come | 股票-其他 | 1.53% | +0.21% | -4.81% | |
| 19 | PLD | Prologis Inc | 股票-房地產 | 1.51% | +0.14% | -62.26% | |
| 20 | RDVT | Red Violet Inc | 股票-其他 | 1.48% | — | -3.37% | |
| 21 | GRC | Gorman-rupp Co | 股票-其他 | 1.47% | +0.15% | -4.49% | |
| 22 | KRG | Kite Realty Group Trust | 股票-房地產 | 1.41% | +0.03% | -82.30% | |
| 23 | TRNO | Terreno Realty CORP | 股票-房地產 | 1.41% | -0.23% | -82.82% | |
| 24 | EGP | Eastgroup Properties Inc | 股票-房地產 | 1.40% | -0.14% | -84.97% | |
| 25 | UTI | Universal Technical Institut | 股票-其他 | 1.40% | +0.18% | +2.22% | |
| 26 | COLL | Collegium Pharmaceutical Inc | 股票-其他 | 1.39% | +0.17% | -4.70% | |
| 27 | NSSC | Napco Security Technologies | 股票-其他 | 1.35% | -0.46% | EXIT | |
| 28 | VTR | Ventas Inc | 股票-房地產 | 1.32% | -0.15% | -83.26% | |
| 29 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 1.30% | +0.03% | +7.85% | |
| 30 | BLFS | Biolife Solutions Inc | 股票-其他 | 1.26% | +0.14% | -4.53% | |
| 31 | HWKN | Hawkins Inc | 股票-其他 | 1.25% | +0.01% | +9.28% | |
| 32 | INVA | Innoviva Inc | 股票-其他 | 1.18% | +0.01% | +9.54% | |
| 33 | PKE | Park Aerospace CORP | 股票-其他 | 1.15% | +0.07% | -3.74% | |
| 34 | ✓ | Bk Technologies CORP | 股票-其他 | 1.13% | -0.41% | EXIT | |
| 35 | NWPX | Nwpx Infrastructure Inc | 股票-其他 | 1.13% | +0.24% | +15.05% | |
| 36 | OUT | Outfront Media Inc | 股票-其他 | 1.12% | +0.38% | -61.12% | |
| 37 | IDCC | Interdigital Inc | 股票-科技 | 1.11% | -0.09% | -55.62% | |
| 38 | FPI | Farmland Partners Inc | 股票-其他 | 1.10% | -0.21% | -55.44% | |
| 39 | INOD | Innodata Inc | 股票-其他 | 1.09% | +0.15% | +15.22% | |
| 40 | DAKT | Daktronics Inc | 股票-其他 | 1.07% | -0.02% | +34.78% | |
| 41 | CCI | Crown Castle Inc | 股票-房地產 | 1.06% | -0.56% | -83.23% | |
| 42 | MFIN | Medallion Financial CORP | 股票-其他 | 0.98% | +0.04% | +34.54% | |
| 43 | ASTE | Astec Industries Inc | 股票-其他 | 0.94% | +0.14% | -4.52% | |
| 44 | PSA | Public Storage | 股票-房地產 | 0.93% | +0.02% | -82.16% | |
| 45 | GHM | Graham CORP | 股票-其他 | 0.86% | +0.22% | +18.03% | |
| 46 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.85% | -0.34% | EXIT | |
| 47 | PAX | Patria Investments Limited | 股票-其他 | 0.80% | — | +60.70% | |
| 48 | GPGI | Gpgi Inc | 股票-其他 | 0.79% | -0.25% | EXIT | |
| 49 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.77% | -0.06% | -83.31% | |
| 50 | DVAX | Dynavax Technologies CORP | 股票-其他 | 0.75% | — | +36.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SII | Sprott Inc | +1.6% | -4.33% | 減碼 |
| 2 | LGND | Ligand Pharmaceuticals | +1.4% | -3.99% | 減碼 |
| 3 | MAMA | Mama's Creations Inc | +1.3% | -3.64% | 減碼 |
| 4 | LINC | Lincoln Educational Services | +1.3% | -4.53% | 減碼 |
| 5 | AXGN | Axogen Inc | +1.3% | +7.49% | 加碼 |
| 6 | BBW | Build-a-bear Workshop Inc | +1.3% | +14.95% | 加碼 |
| 7 | WULF | Terawulf Inc | +1.2% | -2.65% | 減碼 |
| 8 | IRMD | Iradimed CORP | +1.2% | -18.79% | 減碼 |
| 9 | NPKI | Npk International Inc | +1.2% | -4.72% | 減碼 |
| 10 | USFR | Wisdomtree Floating Rate Tre | +1.1% | -38.15% | 減碼 |
| 11 | SEI | Solaris Energy Infrastructur | +1.1% | -24.95% | 減碼 |
| 12 | AZZ | Azz Inc | +1% | +7.30% | 加碼 |
| 13 | COLL | Collegium Pharmaceutical Inc | +1% | -4.70% | 減碼 |
| 14 | SRTA | Strata Critical Medical Inc | +1% | -4.60% | 減碼 |
| 15 | RDVT | Red Violet Inc | +1% | -3.37% | 減碼 |
| 16 | ✓ | Banco Latinoamericano Come | +1% | -4.81% | 減碼 |
| 17 | GRC | Gorman-rupp Co | +1% | -4.49% | 減碼 |
| 18 | EZPW | Ezcorp Inc-cl A | +0.9% | +7.85% | 加碼 |
| 19 | NWPX | Nwpx Infrastructure Inc | +0.8% | +15.05% | 加碼 |
| 20 | INVA | Innoviva Inc | +0.8% | +9.54% | 加碼 |
| 21 | NSSC | Napco Security Technologies | +0.8% | -4.71% | 減碼 |
| 22 | DAKT | Daktronics Inc | +0.8% | +34.78% | 加碼 |
| 23 | BLFS | Biolife Solutions Inc | +0.8% | -4.53% | 減碼 |
| 24 | UTI | Universal Technical Institut | +0.8% | +2.22% | 加碼 |
| 25 | PKE | Park Aerospace CORP | +0.8% | -3.74% | 減碼 |
| 26 | HWKN | Hawkins Inc | +0.7% | +9.28% | 加碼 |
| 27 | MFIN | Medallion Financial CORP | +0.7% | +34.54% | 加碼 |
| 28 | PAX | Patria Investments Limited | +0.6% | +60.70% | 加碼 |
| 29 | GHM | Graham CORP | +0.6% | +18.03% | 加碼 |
| 30 | DVAX | Dynavax Technologies CORP | +0.6% | +36.24% | 加碼 |
| 31 | INOD | Innodata Inc | +0.6% | +15.22% | 加碼 |
| 32 | ✓ | Bk Technologies CORP | +0.6% | -19.64% | 減碼 |
| 33 | ESQ | Esquire Financial Holdings I | +0.6% | +57.59% | 加碼 |
| 34 | ASTE | Astec Industries Inc | +0.6% | -4.52% | 減碼 |
| 35 | GPGI | Gpgi Inc | +0.5% | +2.76% | 加碼 |
| 36 | EYE | National Vision Holdings Inc | +0.5% | +274.64% | 加碼 |
| 37 | AUPH | Aurinia Pharmaceuticals Inc | +0.4% | +31.29% | 加碼 |
| 38 | GOOG | Alphabet Inc. | +0.4% | -4.79% | 減碼 |
| 39 | ✓ | Csg Systems International In | +0.4% | -34.23% | 減碼 |
| 40 | GENI | Genius Sports Limited | +0.4% | +31.73% | 加碼 |
| 41 | GCMG | Gcm Grosvenor Inc - Class A | +0.4% | -4.70% | 減碼 |
| 42 | PLYM | Plymouth Industrial Reit Inc | +0.4% | -4.83% | 減碼 |
| 43 | OUT | Outfront Media Inc | +0.4% | -61.12% | 減碼 |
| 44 | SPOK | Spok Holdings Inc | +0.3% | -4.60% | 減碼 |
| 45 | STRW | Strawberry Fields Reit Inc | +0.3% | -4.53% | 減碼 |
| 46 | SIGA | Siga Technologies Inc | +0.3% | -4.61% | 減碼 |
| 47 | PLD | Prologis Inc | +0.3% | -62.26% | 減碼 |
| 48 | PSTL | Postal Realty Trust Inc- A | +0.3% | -41.60% | 減碼 |
| 49 | MNTN | Mntn Inc-a | +0.2% | +75.44% | 加碼 |
| 50 | XRN | Chiron Real Estate Inc | +0.2% | -48.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Uniplan Investment Counsel, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$10.7億，共申報了 186 個公開持股部位。
在 Q4 2025 季度，Uniplan Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：USFR (2.6%)、WELL (2.5%)、SII (2.4%)。其中最大持股部位 USFR 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
OMCL
市值: US$127.0萬
本季最大獲利了結 / 清倉標的
KMI
前期市值: US$765.2萬
在 Q4 2025 季度中，Uniplan Investment Counsel, Inc. 共進行了 200 項持倉異動，包含新建倉 29 個部位、加碼 23 個部位、減碼 120 個部位以及清倉 28 個部位。 其中最大新建倉標的為 OMCL。 本季清倉部位包含 KMI。
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。