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: 0001313559
申報總市值
US$1.6億
US$1.6億
194 檔
4.2%
截至 Q3 2024 季度末，Yorktown Management & Research Co Inc 的美股持倉估值約為 US$1.6億，全數申報部位共有 194 檔。
Q3 2024 的申報記錄反映 Yorktown Management & Research Co Inc 的板塊替換策略：機構本季推動了 27 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 FIX, MLI, LPLA）占據了總市值的 4.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.56% | -0.11% | — | |
| 2 | MLI | Mueller Industries Inc | 股票-工業 | 1.48% | -0.41% | -20.45% | |
| 3 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.36% | -0.04% | — | |
| 4 | EXP | Eagle Materials Inc | 股票-原物料 | 1.30% | -0.06% | — | |
| 5 | IESC | Ies Holdings Inc | 股票-工業 | 1.30% | -0.05% | +17.41% | |
| 6 | AXON | Axon Enterprise Inc | 股票-工業 | 1.09% | -0.30% | +41.33% | |
| 7 | TYL | Tyler Technologies Inc | 股票-科技 | 0.99% | -0.17% | — | |
| 8 | IR | Ingersoll-rand Inc | 股票-工業 | 0.98% | — | — | |
| 9 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.97% | -0.27% | EXIT | |
| 10 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.96% | — | — | |
| 11 | KKR | Kkr & Co Inc | 股票-金融 | 0.96% | -0.16% | -25.77% | |
| 12 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.93% | — | — | |
| 13 | FN | Fabrinet | 股票-科技 | 0.92% | -0.58% | — | |
| 14 | KEX | Kirby CORP | 股票-工業 | 0.87% | — | — | |
| 15 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.87% | — | — | |
| 16 | SPSC | Sps Commerce Inc | 股票-科技 | 0.86% | -0.20% | EXIT | |
| 17 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.85% | — | -52.39% | |
| 18 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.85% | — | — | |
| 19 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.85% | — | — | |
| 20 | SAIA | Saia Inc | 股票-工業 | 0.82% | -0.07% | — | |
| 21 | INSM | Insmed Inc | 股票-醫療保健 | 0.82% | -0.56% | — | |
| 22 | RJF | Raymond James Financial Inc | 股票-金融 | 0.81% | -0.18% | — | |
| 23 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.79% | -0.23% | — | |
| 24 | WCC | Wesco International Inc | 股票-工業 | 0.78% | -0.08% | +26.39% | |
| 25 | GLOB | Globant S.A. | 股票-科技 | 0.78% | — | — | |
| 26 | MBC | Masterbrand Inc | 股票-循環性消費 | 0.77% | — | — | |
| 27 | RMBS | Rambus Inc | 股票-科技 | 0.77% | -0.10% | — | |
| 28 | CPRX | Catalyst Pharmaceuticals Inc | 股票-醫療保健 | 0.76% | +0.20% | NEW | |
| 29 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.76% | +0.16% | NEW | |
| 30 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.76% | -0.14% | +145.24% | |
| 31 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.72% | — | — | |
| 32 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.72% | -0.25% | EXIT | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.71% | +0.54% | -40.67% | |
| 34 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.70% | — | — | |
| 35 | LOGI | Logitech International S.A. | 股票-科技 | 0.69% | — | — | |
| 36 | TTEK | Tetra Tech Inc | 股票-工業 | 0.69% | — | +917.86% | |
| 37 | AAON | Aaon Inc | 股票-工業 | 0.69% | — | — | |
| 38 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.68% | -0.07% | — | |
| 39 | IBP | Installed Building Products | 股票-循環性消費 | 0.66% | -0.03% | — | |
| 40 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.65% | — | — | |
| 41 | NOG | Northern Oil And Gas Inc | 股票-能源 | 0.65% | — | — | |
| 42 | FELE | Franklin Electric Co Inc | 股票-工業 | 0.64% | -0.07% | — | |
| 43 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.64% | — | — | |
| 44 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.63% | -0.02% | +39.96% | |
| 45 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.62% | -0.14% | — | |
| 46 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.62% | — | — | |
| 47 | USLM | United States Lime & Mineral | 股票-其他 | 0.62% | -0.28% | +654.55% | |
| 48 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.62% | -0.19% | EXIT | |
| 49 | QLYS | Qualys Inc | 股票-科技 | 0.62% | -0.35% | EXIT | |
| 50 | EVR | Evercore Inc - A | 股票-金融 | 0.62% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +0.7% | NEW | 新建倉 |
| 2 | ASPN | Aspen Aerogels Inc | +0.6% | NEW | 新建倉 |
| 3 | BWXT | Bwx Technologies Inc | +0.5% | NEW | 新建倉 |
| 4 | JKHY | Jack Henry & Associates Inc | +0.5% | NEW | 新建倉 |
| 5 | SYBT | Stock Yards Bancorp Inc | +0.5% | NEW | 新建倉 |
| 6 | ITT | Itt Inc | +0.5% | NEW | 新建倉 |
| 7 | IESC | Ies Holdings Inc | +0.5% | +17.41% | 加碼 |
| 8 | AXON | Axon Enterprise Inc | +0.5% | +41.33% | 加碼 |
| 9 | SFM | Sprouts Farmers Market Inc | +0.5% | NEW | 新建倉 |
| 10 | VC | Visteon CORP | +0.5% | NEW | 新建倉 |
| 11 | ENSG | Ensign Group Inc/the | +0.5% | +145.24% | 加碼 |
| 12 | WWD | Woodward Inc | +0.5% | NEW | 新建倉 |
| 13 | THC | Tenet Healthcare CORP | +0.5% | NEW | 新建倉 |
| 14 | DDOG | Datadog Inc - Class A | +0.5% | NEW | 新建倉 |
| 15 | CW | Curtiss-wright CORP | +0.5% | NEW | 新建倉 |
| 16 | MIDD | Middleby CORP | +0.5% | NEW | 新建倉 |
| 17 | FSS | Federal Signal CORP | +0.5% | NEW | 新建倉 |
| 18 | AFYA | Afya Limited | +0.5% | NEW | 新建倉 |
| 19 | SPXC | Spx Technologies Inc | +0.4% | NEW | 新建倉 |
| 20 | CPRX | Catalyst Pharmaceuticals Inc | +0.4% | +85.43% | 加碼 |
| 21 | LTH | Life Time Group Holdings Inc | +0.4% | NEW | 新建倉 |
| 22 | DUOL | Duolingo | +0.4% | NEW | 新建倉 |
| 23 | SN | SharkNinja, Inc. | +0.4% | NEW | 新建倉 |
| 24 | TTEK | Tetra Tech Inc | +0.4% | +917.86% | 加碼 |
| 25 | FLR | Fluor CORP | +0.4% | NEW | 新建倉 |
| 26 | HASI | Ha Sustainable Infrastructur | +0.4% | NEW | 新建倉 |
| 27 | DOCN | Digitalocean Holdings Inc | +0.4% | NEW | 新建倉 |
| 28 | SMPL | Simply Good Foods Co/the | -0.4% | EXIT | 清倉 |
| 29 | AMKUSD | Assetmark Financial Holdings | -0.4% | EXIT | 清倉 |
| 30 | NICE | Nice LTD - Spon Adr | -0.4% | EXIT | 清倉 |
| 31 | KLIC | Kulicke & Soffa Industries | -0.4% | EXIT | 清倉 |
| 32 | STM | Stmicroelectronics Nv-ny Shs | -0.4% | EXIT | 清倉 |
| 33 | CNM | Core & Main Inc-class A | -0.4% | -30.73% | 減碼 |
| 34 | WIREEUR | Encore Wire CORP | -0.4% | EXIT | 清倉 |
| 35 | ONTO | Onto Innovation Inc | -0.4% | -53.67% | 減碼 |
| 36 | GBX | Greenbrier Companies Inc | -0.5% | EXIT | 清倉 |
| 37 | CG | Carlyle Group Inc/the | -0.5% | EXIT | 清倉 |
| 38 | ASX | Ase Technology Holding -adr | -0.5% | EXIT | 清倉 |
| 39 | CMC | Commercial Metals Co | -0.5% | EXIT | 清倉 |
| 40 | HCC | Warrior Met Coal Inc | -0.5% | EXIT | 清倉 |
| 41 | CDW | Cdw Corp/de | -0.5% | EXIT | 清倉 |
| 42 | ATKR | Atkore Inc | -0.6% | EXIT | 清倉 |
| 43 | ENTG | Entegris Inc | -0.6% | EXIT | 清倉 |
| 44 | KLAC | Kla CORP | -0.6% | -40.67% | 減碼 |
| 45 | CRUS | Cirrus Logic Inc | -0.6% | EXIT | 清倉 |
| 46 | AMKR | Amkor Technology Inc | -0.7% | -61.18% | 減碼 |
| 47 | MTDR | Matador Resources Co | -0.7% | EXIT | 清倉 |
| 48 | CAMT | Camtek Ltd. | -0.7% | -24.49% | 減碼 |
| 49 | VRT | Vertiv Holdings Co-a | -0.7% | EXIT | 清倉 |
| 50 | SMCIUSD | Super Micro Computer Inc | -2.8% | -52.39% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Yorktown Management & Research Co Inc 在 Q3 2024 季度的美股持倉總市值約為 US$1.6億，共申報了 194 個公開持股部位。
在 Q3 2024 季度，Yorktown Management & Research Co Inc 按市值排列的前三大核心持股分別為：FIX (1.6%)、MLI (1.5%)、LPLA (1.4%)。其中最大持股部位 FIX 佔據整體投資組合約 1.6% 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
AAON
市值: US$66.9萬
本季最大獲利了結 / 清倉標的
VRT
前期市值: US$66.7萬
在 Q3 2024 季度中，Yorktown Management & Research Co Inc 共進行了 50 項持倉異動，包含新建倉 22 個部位、加碼 5 個部位、減碼 6 個部位以及清倉 17 個部位。 其中最大新建倉標的為 AAON。 本季清倉部位包含 VRT。
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。