13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001794820
申报总市值
US$2.9亿
US$2.9亿
140 檔
9.8%
截至 Q1 2025 季度末，ICW Investment Advisors LLC 的美股持仓估值约为 US$2.9亿，全数申报仓位共有 140 档。
在 Q1 2025，ICW Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 50 个新仓位，并对 0 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，ICW Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, V, AAPL 等）合计占整体申报市值的 9.8%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.04% | -0.08% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 2.29% | +0.18% | -1.03% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.28% | +0.26% | +0.79% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 2.26% | -0.01% | -0.72% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.23% | +0.30% | +0.23% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.14% | -0.21% | -0.66% | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.08% | -0.07% | -6.00% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.07% | +0.23% | -0.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.00% | +0.27% | +1.93% | |
| 10 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.60% | +0.11% | -0.53% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.59% | +0.08% | -0.30% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.53% | -0.16% | +0.08% | |
| 13 | COR | Cencora Inc | 股票-医疗保健 | 1.50% | -0.20% | -0.27% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.46% | +0.03% | -0.68% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.42% | -0.22% | -1.45% | |
| 16 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.39% | +0.05% | +0.56% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.35% | +0.19% | +28.66% | |
| 18 | LIN | Linde plc | 股票-原材料 | 1.31% | +0.01% | +0.51% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.31% | -0.20% | +1.57% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.28% | -0.13% | -0.32% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.28% | -0.19% | +0.60% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工业 | 1.24% | -0.40% | +0.51% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.17% | +0.17% | +0.35% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | +0.35% | -1.87% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -0.35% | +0.74% | |
| 26 | FAST | Fastenal Co | 股票-工业 | 1.13% | — | -0.05% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | — | +0.89% | |
| 28 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.11% | — | +0.59% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 1.10% | — | +0.87% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | -0.01% | -0.17% | |
| 31 | RMD | Resmed Inc | 股票-医疗保健 | 1.04% | -0.16% | +0.36% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.26% | +0.86% | |
| 33 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.03% | -0.01% | -0.17% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 1.02% | -0.24% | +0.57% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | +0.03% | -0.01% | |
| 36 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.96% | -0.08% | +0.36% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.96% | +0.07% | -0.42% | |
| 38 | FISV | Fiserv Inc | 股票-其他 | 0.96% | -0.26% | EXIT | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.95% | -0.01% | +0.71% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | +0.37% | +3.97% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.24% | +9.71% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.91% | — | +0.02% | |
| 43 | FDS | Factset Research Systems Inc | 股票-金融 | 0.86% | +0.01% | +0.69% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | +0.10% | +0.27% | |
| 45 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.84% | -0.04% | +0.61% | |
| 46 | BCPC | Balchem CORP | 股票-原材料 | 0.78% | -0.04% | +0.47% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.77% | -0.01% | +1.37% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.77% | +0.03% | +0.83% | |
| 49 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.77% | +0.04% | +0.39% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.76% | -0.01% | +0.08% |
根据 SEC 官方 Form 13F 申报备案，ICW Investment Advisors LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 140 个公开持股仓位。
在 Q1 2025 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (2.4%)、V (2.3%)、AAPL (2.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
MSFT
市值: US$580.6万
在 Q1 2025 季度中，ICW Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 50 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 MSFT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。