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
208 檔
5.9%
根據最新整理的 13F 季度數據集，Yorktown Management & Research Co Inc 於 Q2 2025 結束時的管理資產規模為 US$1.6億。該機構在本季度申報了 208 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2025 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 20 筆增持與 25 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 AXON, LPLA, IESC）占據了總市值的 5.9%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 208 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 | AXON | Axon Enterprise Inc | 股票-工業 | 2.09% | -0.30% | — | |
| 2 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.89% | -0.04% | — | |
| 3 | IESC | Ies Holdings Inc | 股票-工業 | 1.79% | -0.05% | — | |
| 4 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.79% | -0.11% | -10.26% | |
| 5 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.57% | — | — | |
| 6 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.42% | — | — | |
| 7 | SRAD | Sportradar Group AG | 股票-其他 | 1.13% | — | — | |
| 8 | MLI | Mueller Industries Inc | 股票-工業 | 1.10% | -0.41% | — | |
| 9 | FN | Fabrinet | 股票-科技 | 1.07% | -0.58% | — | |
| 10 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.05% | — | — | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 0.96% | +0.01% | — | |
| 12 | RJF | Raymond James Financial Inc | 股票-金融 | 0.94% | -0.18% | — | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 0.93% | -0.17% | — | |
| 14 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.93% | — | — | |
| 15 | KKR | Kkr & Co Inc | 股票-金融 | 0.91% | -0.16% | — | |
| 16 | SNEX | Stonex Group Inc | 股票-金融 | 0.91% | +0.08% | — | |
| 17 | PAM | Pampa Energia Sa-spon Adr | 股票-其他 | 0.85% | -0.17% | — | |
| 18 | WCC | Wesco International Inc | 股票-工業 | 0.80% | -0.08% | — | |
| 19 | DUOL | Duolingo | 股票-科技 | 0.77% | — | +41.07% | |
| 20 | IR | Ingersoll-rand Inc | 股票-工業 | 0.77% | — | — | |
| 21 | CNM | Core & Main Inc-class A | 股票-工業 | 0.77% | -0.16% | — | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.76% | +0.54% | — | |
| 23 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.76% | -0.27% | EXIT | |
| 24 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.76% | -0.12% | +49.59% | |
| 25 | PEN | Penumbra Inc | 股票-醫療保健 | 0.73% | -0.24% | — | |
| 26 | RBC | RBC Bearings Inc | 股票-工業 | 0.72% | -0.12% | — | |
| 27 | HWKN | Hawkins Inc | 股票-其他 | 0.70% | -0.24% | — | |
| 28 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.68% | — | — | |
| 29 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.68% | -0.07% | — | |
| 30 | SEZL | Sezzle Inc | 股票-其他 | 0.68% | +0.21% | — | |
| 31 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.67% | -0.44% | EXIT | |
| 32 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.66% | -0.14% | — | |
| 33 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.66% | -0.02% | — | |
| 34 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.66% | -0.04% | +300.00% | |
| 35 | CW | Curtiss-wright CORP | 股票-工業 | 0.65% | -0.15% | — | |
| 36 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.65% | -0.24% | — | |
| 37 | LOGI | Logitech International S.A. | 股票-科技 | 0.65% | — | — | |
| 38 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.64% | — | — | |
| 39 | WWD | Woodward Inc | 股票-工業 | 0.64% | -0.10% | — | |
| 40 | QLYS | Qualys Inc | 股票-科技 | 0.64% | -0.35% | EXIT | |
| 41 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.64% | -0.23% | — | |
| 42 | GENI | Genius Sports Limited | 股票-其他 | 0.62% | — | — | |
| 43 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 0.61% | -0.07% | — | |
| 44 | PAYO | Payoneer Global Inc | 股票-其他 | 0.61% | — | — | |
| 45 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.60% | -0.19% | EXIT | |
| 46 | USLM | United States Lime & Mineral | 股票-其他 | 0.59% | -0.28% | — | |
| 47 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.58% | -0.15% | — | |
| 48 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.57% | -0.25% | EXIT | |
| 49 | SPSC | Sps Commerce Inc | 股票-科技 | 0.56% | -0.20% | EXIT | |
| 50 | BL | Blackline Inc | 股票-科技 | 0.56% | -0.34% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +0.7% | — | 不變 |
| 2 | SEZL | Sezzle Inc | +0.7% | NEW | 新建倉 |
| 3 | IESC | Ies Holdings Inc | +0.7% | — | 不變 |
| 4 | PAYO | Payoneer Global Inc | +0.6% | NEW | 新建倉 |
| 5 | AXON | Axon Enterprise Inc | +0.6% | — | 不變 |
| 6 | BL | Blackline Inc | +0.6% | NEW | 新建倉 |
| 7 | 628 | Semrush Holdings Inc-a | +0.5% | NEW | 新建倉 |
| 8 | OSIS | Osi Systems Inc | +0.5% | NEW | 新建倉 |
| 9 | FIX | Comfort Systems USA Inc | +0.4% | -10.26% | 減碼 |
| 10 | ODD | Oddity Tech Ltd. | +0.4% | NEW | 新建倉 |
| 11 | HEI | Heico CORP | +0.4% | NEW | 新建倉 |
| 12 | SYF | Synchrony Financial | +0.4% | NEW | 新建倉 |
| 13 | BOOT | Boot Barn Holdings Inc | +0.4% | NEW | 新建倉 |
| 14 | TGTX | Tg Therapeutics Inc | +0.4% | NEW | 新建倉 |
| 15 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建倉 |
| 16 | RNG | Ringcentral Inc-class A | +0.4% | NEW | 新建倉 |
| 17 | DY | Dycom Industries Inc | +0.3% | NEW | 新建倉 |
| 18 | ZWS | Zurn Elkay Water Solutions C | +0.3% | NEW | 新建倉 |
| 19 | INGR | Ingredion Inc | +0.3% | NEW | 新建倉 |
| 20 | ACMR | Acm Research Inc-class A | +0.3% | NEW | 新建倉 |
| 21 | ELF | Elf Beauty Inc | +0.3% | NEW | 新建倉 |
| 22 | DUOL | Duolingo | +0.3% | +41.07% | 加碼 |
| 23 | VRNS | Varonis Systems Inc | +0.3% | NEW | 新建倉 |
| 24 | AVAV | Aerovironment Inc | +0.3% | — | 不變 |
| 25 | MRX | Marex Group plc | +0.3% | +127.97% | 加碼 |
| 26 | FN | Fabrinet | +0.3% | — | 不變 |
| 27 | WLK | Westlake CORP | -0.3% | EXIT | 清倉 |
| 28 | TXRH | Texas Roadhouse Inc | -0.3% | EXIT | 清倉 |
| 29 | NBIX | Neurocrine Biosciences Inc | -0.3% | EXIT | 清倉 |
| 30 | MMSI | Merit Medical Systems Inc | -0.3% | EXIT | 清倉 |
| 31 | BG | Bunge Global SA | -0.3% | EXIT | 清倉 |
| 32 | AEBA | Allete Inc | -0.3% | EXIT | 清倉 |
| 33 | GRVY | Gravity Co Ltd-sponsored Adr | -0.3% | EXIT | 清倉 |
| 34 | BRBR | Bellring Brands Inc | -0.4% | EXIT | 清倉 |
| 35 | STVN | Stevanato Group S.p.A. | -0.4% | EXIT | 清倉 |
| 36 | TNET | Trinet Group Inc | -0.4% | EXIT | 清倉 |
| 37 | CHDN | Churchill Downs Inc | -0.4% | EXIT | 清倉 |
| 38 | LSTR | Landstar System Inc | -0.4% | EXIT | 清倉 |
| 39 | TSCO | Tractor Supply Company | -0.4% | EXIT | 清倉 |
| 40 | STLD | Steel Dynamics Inc | -0.5% | EXIT | 清倉 |
| 41 | TS | Tenaris Sa-adr | -0.5% | EXIT | 清倉 |
| 42 | OVV | Ovintiv Inc | -0.5% | EXIT | 清倉 |
| 43 | DHI | Dr Horton Inc | -0.5% | EXIT | 清倉 |
| 44 | LNTH | Lantheus Holdings Inc | -0.5% | EXIT | 清倉 |
| 45 | EVR | Evercore Inc - A | -0.5% | EXIT | 清倉 |
| 46 | MBC | Masterbrand Inc | -0.6% | EXIT | 清倉 |
| 47 | MATX | Matson Inc | -0.6% | EXIT | 清倉 |
| 48 | CPRX | Catalyst Pharmaceuticals Inc | -0.6% | -53.93% | 減碼 |
| 49 | UFPI | Ufp Industries Inc | -0.7% | EXIT | 清倉 |
| 50 | TW | Tradeweb Markets Inc-class A | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Yorktown Management & Research Co Inc 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 208 個公開持股部位。
在 Q2 2025 季度，Yorktown Management & Research Co Inc 按市值排列的前三大核心持股分別為：AXON (2.1%)、LPLA (1.9%)、IESC (1.8%)。其中最大持股部位 AXON 佔據整體投資組合約 2.1% 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
SEZL
市值: US$70.8萬
本季最大獲利了結 / 清倉標的
TW
前期市值: US$72.0萬
在 Q2 2025 季度中，Yorktown Management & Research Co Inc 共進行了 45 項持倉異動，包含新建倉 18 個部位、加碼 2 個部位、減碼 2 個部位以及清倉 23 個部位。 其中最大新建倉標的為 SEZL。 本季清倉部位包含 TW。
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。