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: 0000814133
申報總市值
US$152.8億
US$152.8億
213 檔
14.2%
根據最新整理的 13F 季度數據集，Wasatch Advisors LP 於 Q1 2026 結束時的管理資產規模為 US$152.8億。該機構在本季度申報了 213 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Wasatch Advisors LP 的板塊替換策略：機構本季推動了 89 筆增持與 105 筆減持，籌碼呈現明顯的結構重組。
整體而言，Wasatch Advisors LP 的前 5 大持股（包含 HQY, ENSG, CAMT）貢獻了組合市值的 14.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 213 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 | HQY | Healthequity Inc | 股票-醫療保健 | 4.00% | +0.71% | +9.31% | |
| 2 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.75% | -0.36% | -27.50% | |
| 3 | CAMT | Camtek Ltd. | 股票-其他 | 2.75% | -0.48% | -13.88% | |
| 4 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 2.47% | -0.26% | +19.38% | |
| 5 | NVMI | Nova Ltd. | 股票-其他 | 2.46% | -0.64% | -36.28% | |
| 6 | FN | Fabrinet | 股票-科技 | 2.44% | -1.55% | -14.56% | |
| 7 | ECG | Everus Construction Group | 股票-工業 | 2.37% | -1.07% | +39.67% | |
| 8 | SXI | Standex International CORP | 股票-其他 | 2.23% | -0.25% | -3.84% | |
| 9 | RBC | RBC Bearings Inc | 股票-工業 | 2.08% | -0.72% | -42.59% | |
| 10 | KAI | Kadant Inc | 股票-其他 | 2.02% | -0.23% | +13.73% | |
| 11 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 1.88% | -0.93% | +1.60% | |
| 12 | OZK | Bank Ozk | 股票-金融 | 1.87% | -0.27% | -11.79% | |
| 13 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.83% | +0.36% | -5.51% | |
| 14 | VVV | Valvoline Inc | 股票-循環性消費 | 1.79% | -0.22% | -1.82% | |
| 15 | SAIA | Saia Inc | 股票-工業 | 1.65% | -0.71% | -3.45% | |
| 16 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.62% | -0.53% | +5.18% | |
| 17 | BCPC | Balchem CORP | 股票-原物料 | 1.60% | -0.44% | +20.45% | |
| 18 | NPO | Enpro Inc | 股票-工業 | 1.51% | -0.40% | -17.61% | |
| 19 | CSW | Csw Industrials Inc | 股票-工業 | 1.51% | -0.25% | +31.09% | |
| 20 | MC | Moelis & Co - Class A | 股票-金融 | 1.42% | -0.03% | +9.03% | |
| 21 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.41% | -0.07% | -0.79% | |
| 22 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 1.36% | +0.88% | -31.42% | |
| 23 | SKY | Champion Homes Inc | 股票-循環性消費 | 1.35% | +0.23% | +221.32% | |
| 24 | LOAR | Loar Holdings Inc | 股票-其他 | 1.34% | +0.37% | +14.49% | |
| 25 | PAY | Paymentus Holdings Inc-a | 股票-其他 | 1.33% | -0.35% | -7.67% | |
| 26 | GLBE | Global-E Online Ltd. | 股票-其他 | 1.32% | +0.56% | +33.96% | |
| 27 | FROG | JFrog Ltd. | 股票-科技 | 1.30% | +0.41% | +187.44% | |
| 28 | UFPI | Ufp Industries Inc | 股票-原物料 | 1.25% | -0.42% | +32.91% | |
| 29 | AAON | Aaon Inc | 股票-工業 | 1.25% | +0.69% | +23.85% | |
| 30 | FIVE | Five Below | 股票-循環性消費 | 1.24% | -0.86% | -35.50% | |
| 31 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 1.22% | -0.53% | -37.95% | |
| 32 | COCO | Vita Coco Co Inc/the | 股票-其他 | 1.17% | -0.19% | +80.34% | |
| 33 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.16% | -0.57% | +15.83% | |
| 34 | XPEL | Xpel Inc | 股票-其他 | 1.13% | +0.05% | +0.79% | |
| 35 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.12% | -0.60% | +23.87% | |
| 36 | PCOR | Procore Technologies Inc | 股票-科技 | 1.12% | -0.61% | -30.19% | |
| 37 | FSS | Federal Signal CORP | 股票-工業 | 1.08% | +0.07% | -11.18% | |
| 38 | UFPT | Ufp Technologies Inc | 股票-其他 | 1.00% | +0.19% | +5.61% | |
| 39 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 0.98% | -0.08% | +23.11% | |
| 40 | RLI | Rli CORP | 股票-金融 | 0.98% | +0.42% | +33.11% | |
| 41 | RGEN | Repligen CORP | 股票-醫療保健 | 0.97% | +0.45% | — | |
| 42 | TBBB | BBB Foods Inc. | 股票-其他 | 0.96% | +0.20% | +20.25% | |
| 43 | NU | Nu Holdings Ltd. | 股票-金融 | 0.96% | -0.15% | -1.52% | |
| 44 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.89% | +0.03% | +11.10% | |
| 45 | CNS | Cohen & Steers Inc | 股票-其他 | 0.87% | -0.28% | +4.80% | |
| 46 | TREX | Trex Company Inc | 股票-工業 | 0.86% | +0.37% | -1.80% | |
| 47 | ✓ | Inter & Co Inc | 股票-其他 | 0.80% | -0.80% | EXIT | |
| 48 | GWRE | Guidewire Software Inc | 股票-科技 | 0.80% | -0.10% | +28.95% | |
| 49 | NOVT | Novanta Inc | 股票-其他 | 0.78% | +0.03% | +54.57% | |
| 50 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.77% | +0.70% | +40.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ECG | Everus Construction Group | +1.3% | +39.67% | 加碼 |
| 2 | SKY | Champion Homes Inc | +0.9% | +221.32% | 加碼 |
| 3 | FROG | JFrog Ltd. | +0.8% | +187.44% | 加碼 |
| 4 | CAMT | Camtek Ltd. | +0.8% | -13.88% | 減碼 |
| 5 | COCO | Vita Coco Co Inc/the | +0.5% | +80.34% | 加碼 |
| 6 | BCPC | Balchem CORP | +0.5% | +20.45% | 加碼 |
| 7 | KAI | Kadant Inc | +0.5% | +13.73% | 加碼 |
| 8 | SXI | Standex International CORP | +0.5% | -3.84% | 減碼 |
| 9 | UFPI | Ufp Industries Inc | +0.4% | +32.91% | 加碼 |
| 10 | AAON | Aaon Inc | +0.4% | +23.85% | 加碼 |
| 11 | HQY | Healthequity Inc | +0.4% | +9.31% | 加碼 |
| 12 | VVV | Valvoline Inc | +0.4% | -1.82% | 減碼 |
| 13 | CSW | Csw Industrials Inc | +0.4% | +31.09% | 加碼 |
| 14 | SITE | Siteone Landscape Supply Inc | +0.3% | +1.60% | 加碼 |
| 15 | NOVT | Novanta Inc | +0.3% | +54.57% | 加碼 |
| 16 | MEDP | Medpace Holdings Inc | +0.3% | +19.38% | 加碼 |
| 17 | TBBB | BBB Foods Inc. | +0.3% | +20.25% | 加碼 |
| 18 | RLI | Rli CORP | +0.2% | +33.11% | 加碼 |
| 19 | AXGN | Axogen Inc | +0.2% | +101.11% | 加碼 |
| 20 | ROAD | Construction Partners Inc-a | +0.2% | +37.79% | 加碼 |
| 21 | SAIA | Saia Inc | +0.2% | -3.45% | 減碼 |
| 22 | WHD | Cactus Inc - A | +0.2% | +79.00% | 加碼 |
| 23 | BELFB | Bel Fuse Inc-cl B | +0.2% | +16.62% | 加碼 |
| 24 | FN | Fabrinet | +0.2% | -14.56% | 減碼 |
| 25 | UTI | Universal Technical Institut | +0.2% | +12.76% | 加碼 |
| 26 | PNTG | Pennant Group Inc/the | +0.2% | +143.15% | 加碼 |
| 27 | GLBE | Global-E Online Ltd. | +0.2% | +33.96% | 加碼 |
| 28 | FRPT | Freshpet Inc | +0.2% | +5.18% | 加碼 |
| 29 | PJT | Pjt Partners Inc - A | +0.2% | +40.44% | 加碼 |
| 30 | HLIO | Helios Technologies Inc | +0.2% | +35.38% | 加碼 |
| 31 | FND | Floor & Decor Holdings Inc-a | +0.1% | +23.11% | 加碼 |
| 32 | NPKI | Npk International Inc | +0.1% | +30.83% | 加碼 |
| 33 | CNS | Cohen & Steers Inc | +0.1% | +4.80% | 加碼 |
| 34 | NPO | Enpro Inc | +0.1% | -17.61% | 減碼 |
| 35 | TREX | Trex Company Inc | +0.1% | -1.80% | 減碼 |
| 36 | LOAR | Loar Holdings Inc | +0.1% | +14.49% | 加碼 |
| 37 | DXPE | Dxp Enterprises Inc | +0.1% | -16.04% | 減碼 |
| 38 | CDNL | Cardinal Infrastructure Gr-a | +0.1% | +1.33% | 加碼 |
| 39 | ESPR | Esperion Therapeutics Inc | +0.1% | +66.94% | 加碼 |
| 40 | WING | Wingstop Inc | +0.1% | +59.20% | 加碼 |
| 41 | SHAK | Shake Shack Inc - Class A | +0.1% | +16.48% | 加碼 |
| 42 | ARLO | Arlo Technologies Inc | +0.1% | +1.95% | 加碼 |
| 43 | PTRN | Pattern Group Inc-cl A | +0.1% | +21.78% | 加碼 |
| 44 | SFBS | Servisfirst Bancshares Inc | +0.1% | +14.59% | 加碼 |
| 45 | GWRE | Guidewire Software Inc | +0.1% | +28.95% | 加碼 |
| 46 | ALG | Alamo Group Inc | +0.1% | +4.51% | 加碼 |
| 47 | INDI | Indie Semiconductor Inc-a | +0.1% | +130.01% | 加碼 |
| 48 | LINC | Lincoln Educational Services | +0.1% | -30.33% | 減碼 |
| 49 | CTS | Cts CORP | +0.1% | -11.87% | 減碼 |
| 50 | CCC | Ccc Intelligent Solutions Ho | 0% | +23.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wasatch Advisors LP 在 Q1 2026 季度的美股持倉總市值約為 US$152.8億，共申報了 213 個公開持股部位。
在 Q1 2026 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分別為：HQY (4.0%)、ENSG (2.8%)、CAMT (2.8%)。其中最大持股部位 HQY 佔據整體投資組合約 4.0% 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
RGEN
市值: US$1.5億
本季最大獲利了結 / 清倉標的
CWAN
前期市值: US$2.0億
在 Q1 2026 季度中，Wasatch Advisors LP 共進行了 194 項持倉異動，包含新建倉 14 個部位、加碼 75 個部位、減碼 80 個部位以及清倉 25 個部位。 其中最大新建倉標的為 RGEN。 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。