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$134.7億
US$134.7億
219 檔
15.7%
Q2 2026 季度申報顯示，Wasatch Advisors LP 揭露的美股組合總市值為 US$134.7億，涵蓋 219 個不同之權益投資部位。
Wasatch Advisors LP 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 113 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。
檢視投資組合結構，前 5 大主力部位（包含 HQY, ENSG, CAMT）占據了總市值的 15.7%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 219 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 | 4.71% | -0.11% | +10.52% | |
| 2 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.39% | +0.21% | +10.71% | |
| 3 | CAMT | Camtek Ltd. | 股票-其他 | 2.27% | -0.57% | -22.23% | |
| 4 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 2.24% | -0.42% | +36.77% | |
| 5 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 2.21% | -0.05% | -17.75% | |
| 6 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 2.19% | +1.08% | +45.87% | |
| 7 | SXI | Standex International CORP | 股票-其他 | 1.98% | -0.56% | -35.75% | |
| 8 | AAON | Aaon Inc | 股票-工業 | 1.94% | -0.12% | +3.10% | |
| 9 | GLBE | Global-E Online Ltd. | 股票-其他 | 1.88% | +0.65% | +28.13% | |
| 10 | NVMI | Nova Ltd. | 股票-其他 | 1.82% | -0.64% | -39.87% | |
| 11 | KAI | Kadant Inc | 股票-其他 | 1.79% | -0.09% | -16.35% | |
| 12 | LOAR | Loar Holdings Inc | 股票-其他 | 1.71% | -0.51% | -7.62% | |
| 13 | FROG | JFrog Ltd. | 股票-科技 | 1.71% | -0.61% | -30.91% | |
| 14 | OZK | Bank Ozk | 股票-金融 | 1.60% | -0.46% | -23.36% | |
| 15 | SKY | Champion Homes Inc | 股票-循環性消費 | 1.58% | +0.10% | +0.39% | |
| 16 | VVV | Valvoline Inc | 股票-循環性消費 | 1.57% | -0.44% | -24.03% | |
| 17 | CTS | Cts CORP | 股票-其他 | 1.54% | -0.06% | +80.53% | |
| 18 | PJT | Pjt Partners Inc - A | 股票-金融 | 1.46% | -0.03% | +79.28% | |
| 19 | RGEN | Repligen CORP | 股票-醫療保健 | 1.42% | -0.13% | +27.88% | |
| 20 | RLI | Rli CORP | 股票-金融 | 1.40% | +0.26% | +40.75% | |
| 21 | MC | Moelis & Co - Class A | 股票-金融 | 1.39% | -0.39% | -13.25% | |
| 22 | RBC | RBC Bearings Inc | 股票-工業 | 1.36% | -0.95% | -44.08% | |
| 23 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.34% | -0.03% | -1.61% | |
| 24 | ECG | Everus Construction Group | 股票-工業 | 1.30% | -0.24% | -60.34% | |
| 25 | CSW | Csw Industrials Inc | 股票-工業 | 1.26% | +0.01% | -20.67% | |
| 26 | TREX | Trex Company Inc | 股票-工業 | 1.23% | -0.05% | +6.23% | |
| 27 | UFPT | Ufp Technologies Inc | 股票-其他 | 1.19% | +0.03% | -12.10% | |
| 28 | XPEL | Xpel Inc | 股票-其他 | 1.18% | -0.05% | -5.05% | |
| 29 | BCPC | Balchem CORP | 股票-原物料 | 1.16% | -0.39% | -26.18% | |
| 30 | TBBB | BBB Foods Inc. | 股票-其他 | 1.16% | +0.37% | +3.41% | |
| 31 | FSS | Federal Signal CORP | 股票-工業 | 1.15% | -0.08% | -9.37% | |
| 32 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 1.11% | -0.05% | +105.70% | |
| 33 | NPO | Enpro Inc | 股票-工業 | 1.11% | -0.33% | -50.59% | |
| 34 | ESE | Esco Technologies Inc | 股票-科技 | 1.09% | -0.18% | +65.72% | |
| 35 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.09% | +0.17% | -31.92% | |
| 36 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 1.07% | -0.26% | +2.24% | |
| 37 | PLPC | Preformed Line Products Co | 股票-其他 | 1.01% | -0.17% | +234.28% | |
| 38 | PAY | Paymentus Holdings Inc-a | 股票-其他 | 0.98% | +1.07% | -21.64% | |
| 39 | COCO | Vita Coco Co Inc/the | 股票-其他 | 0.98% | +0.08% | -38.64% | |
| 40 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.95% | -0.10% | -40.15% | |
| 41 | SAIA | Saia Inc | 股票-工業 | 0.94% | -0.54% | -51.65% | |
| 42 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.92% | +0.15% | -9.31% | |
| 43 | SNEX | Stonex Group Inc | 股票-金融 | 0.91% | +0.16% | — | |
| 44 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 0.90% | -0.23% | -20.45% | |
| 45 | FN | Fabrinet | 股票-科技 | 0.89% | -0.28% | -65.46% | |
| 46 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.86% | — | +5.72% | |
| 47 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.83% | -0.11% | -31.58% | |
| 48 | NU | Nu Holdings Ltd. | 股票-金融 | 0.81% | +0.03% | -7.74% | |
| 49 | NOVT | Novanta Inc | 股票-其他 | 0.81% | +0.30% | -23.75% | |
| 50 | ROAD | Construction Partners Inc-a | 股票-工業 | 0.78% | -0.07% | +20.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SNEX | Stonex Group Inc | +0.9% | NEW | 新建倉 |
| 2 | CTS | Cts CORP | +0.9% | +80.53% | 加碼 |
| 3 | CWST | Casella Waste Systems Inc-a | +0.9% | +36.77% | 加碼 |
| 4 | PLPC | Preformed Line Products Co | +0.8% | +234.28% | 加碼 |
| 5 | HQY | Healthequity Inc | +0.7% | +10.52% | 加碼 |
| 6 | PJT | Pjt Partners Inc - A | +0.7% | +79.28% | 加碼 |
| 7 | AAON | Aaon Inc | +0.7% | +3.10% | 加碼 |
| 8 | MRX | Marex Group plc | +0.6% | +883.62% | 加碼 |
| 9 | GLBE | Global-E Online Ltd. | +0.6% | +28.13% | 加碼 |
| 10 | ESE | Esco Technologies Inc | +0.6% | +65.72% | 加碼 |
| 11 | ALSN | Allison Transmission Holding | +0.5% | +105.70% | 加碼 |
| 12 | PDFS | Pdf Solutions Inc | +0.5% | +171.94% | 加碼 |
| 13 | HMN | Horace Mann Educators | +0.5% | NEW | 新建倉 |
| 14 | RGEN | Repligen CORP | +0.5% | +27.88% | 加碼 |
| 15 | BELFB | Bel Fuse Inc-cl B | +0.4% | +2.24% | 加碼 |
| 16 | SAIL | Sailpoint Inc | +0.4% | NEW | 新建倉 |
| 17 | RLI | Rli CORP | +0.4% | +40.75% | 加碼 |
| 18 | FROG | JFrog Ltd. | +0.4% | -30.91% | 減碼 |
| 19 | LOAR | Loar Holdings Inc | +0.4% | -7.62% | 減碼 |
| 20 | TREX | Trex Company Inc | +0.4% | +6.23% | 加碼 |
| 21 | OLLI | Ollie's Bargain Outlet Holdi | +0.4% | +45.87% | 加碼 |
| 22 | ✓ | +0.4% | NEW | 新建倉 | |
| 23 | PTRN | Pattern Group Inc-cl A | +0.3% | +28.36% | 加碼 |
| 24 | CMPR | Cimpress plc | +0.3% | NEW | 新建倉 |
| 25 | FLYW | Flywire Corp-voting | +0.3% | NEW | 新建倉 |
| 26 | MMYT | MakeMyTrip Limited | +0.3% | +5.72% | 加碼 |
| 27 | SKWD | Skyward Specialty Insurance | +0.3% | +198.48% | 加碼 |
| 28 | RAL | Ralliant CORP | +0.3% | NEW | 新建倉 |
| 29 | SKY | Champion Homes Inc | +0.2% | +0.39% | 加碼 |
| 30 | BLLN | Billiontoone Inc Cl A | +0.2% | +40.16% | 加碼 |
| 31 | TBBB | BBB Foods Inc. | +0.2% | +3.41% | 加碼 |
| 32 | AESI | Atlas Energy Solutions Inc | +0.2% | NEW | 新建倉 |
| 33 | UFPT | Ufp Technologies Inc | +0.2% | -12.10% | 減碼 |
| 34 | AGYS | Agilysys Inc | +0.2% | -1.71% | 減碼 |
| 35 | BROS | Dutch Bros Inc-class A | +0.2% | +17.82% | 加碼 |
| 36 | ROAD | Construction Partners Inc-a | +0.2% | +20.57% | 加碼 |
| 37 | PNTG | Pennant Group Inc/the | +0.2% | +31.82% | 加碼 |
| 38 | FTDR | Frontdoor Inc | +0.2% | -0.12% | 減碼 |
| 39 | RDVT | Red Violet Inc | +0.2% | -2.29% | 減碼 |
| 40 | NTSK | Netskope Inc-cl A | +0.2% | NEW | 新建倉 |
| 41 | ✓ | +0.2% | NEW | 新建倉 | |
| 42 | TARS | Tarsus Pharmaceuticals Inc | +0.2% | NEW | 新建倉 |
| 43 | MD | Pediatrix Medical Group Inc | +0.1% | +21.87% | 加碼 |
| 44 | SCSC | Scansource Inc | +0.1% | -2.58% | 減碼 |
| 45 | ORN | Orion Group Holdings Inc | +0.1% | +21.56% | 加碼 |
| 46 | ATEN | A10 Networks Inc | +0.1% | NEW | 新建倉 |
| 47 | TATT | TAT Technologies Ltd. | +0.1% | +35.08% | 加碼 |
| 48 | ✓ | +0.1% | NEW | 新建倉 | |
| 49 | ADPT | Adaptive Biotechnologies | +0.1% | NEW | 新建倉 |
| 50 | SNOW | Snowflake Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wasatch Advisors LP 在 Q2 2026 季度的美股持倉總市值約為 US$134.7億，共申報了 219 個公開持股部位。
在 Q2 2026 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分別為：HQY (4.7%)、ENSG (2.4%)、CAMT (2.3%)。其中最大持股部位 HQY 佔據整體投資組合約 4.7% 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
SNEX
市值: US$1.4億
本季最大獲利了結 / 清倉標的
Inter & Co Inc
前期市值: US$1.2億
在 Q2 2026 季度中，Wasatch Advisors LP 共進行了 194 項持倉異動，包含新建倉 24 個部位、加碼 57 個部位、減碼 96 個部位以及清倉 17 個部位。 其中最大新建倉標的為 SNEX。 本季清倉部位包含 Inter & Co Inc。
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。