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
143 檔
12.3%
ICW Investment Advisors LLC 在 Q3 2025 季度的美股仓位总计估值为 US$2.9亿，分散于 143 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 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 2 个新仓位，并对 42 个既有持股进行加仓（合计增持 44 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, LLY, AAPL 等）合计占整体申报市值的 12.3%，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 | 3.01% | -0.04% | +4.70% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.80% | +0.30% | +72.22% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.26% | +6.68% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.17% | +0.35% | +5.58% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.13% | -0.01% | +2.78% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.07% | +0.23% | +2.74% | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.07% | -0.07% | +0.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.06% | +0.27% | +5.82% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | +0.18% | +4.57% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.86% | -0.21% | +1.03% | |
| 11 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.84% | +0.11% | +0.72% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.24% | +16.16% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.57% | +0.19% | +11.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | +0.37% | +11.76% | |
| 15 | COR | Cencora Inc | 股票-医疗保健 | 1.50% | -0.20% | +3.26% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.48% | -0.22% | +0.52% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.45% | +0.03% | +1.00% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.40% | -0.16% | +3.19% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.39% | +0.08% | +3.75% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.33% | -0.13% | -0.66% | |
| 21 | NOC | Northrop Grumman CORP | 股票-工业 | 1.32% | -0.40% | -0.89% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.29% | +0.05% | +4.49% | |
| 23 | FAST | Fastenal Co | 股票-工业 | 1.26% | — | +0.60% | |
| 24 | LIN | Linde plc | 股票-原材料 | 1.26% | +0.01% | +5.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | — | +5.30% | |
| 26 | RMD | Resmed Inc | 股票-医疗保健 | 1.17% | -0.16% | +3.21% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.17% | -0.20% | +5.24% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.16% | -0.19% | +4.29% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.09% | -0.24% | +5.75% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 1.08% | -0.01% | +1.21% | |
| 31 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.04% | -0.08% | +2.11% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.35% | +4.63% | |
| 33 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.01% | — | +4.99% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工业 | 0.95% | -0.19% | +0.55% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.94% | — | +5.49% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.26% | +4.62% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | -0.01% | +2.49% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.89% | +0.17% | +5.56% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.89% | +0.10% | +0.27% | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.89% | — | +3.25% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.85% | -0.05% | +1.80% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | +0.03% | +2.84% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.79% | +0.29% | +3.82% | |
| 44 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.79% | +0.04% | +3.33% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.77% | -0.16% | +2.56% | |
| 46 | O | Realty Income CORP | 股票-房地产 | 0.77% | -0.01% | +5.46% | |
| 47 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.75% | -0.01% | +2.71% | |
| 48 | DCI | Donaldson Co Inc | 股票-工业 | 0.75% | +0.01% | +2.88% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.70% | +0.07% | -3.27% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.67% | -0.04% | +3.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | +5.58% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +16.16% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | +4.70% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.6% | +72.22% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +11.76% | 加仓 |
| 6 | APH | Amphenol Corp-cl A | +0.4% | +3.82% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | +6.68% | 加仓 |
| 8 | CASY | Casey's General Stores Inc | +0.2% | +0.72% | 减仓 |
| 9 | LHX | L3harris Technologies Inc | +0.2% | +0.55% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +11.70% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +30.68% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.2% | +11.35% | 加仓 |
| 13 | FAST | Fastenal Co | +0.1% | +0.60% | 加仓 |
| 14 | RMD | Resmed Inc | +0.1% | +3.21% | 加仓 |
| 15 | GD | General Dynamics CORP | +0.1% | +1.21% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.32% | 加仓 |
| 17 | RTX | Rtx CORP | +0.1% | +1.80% | 加仓 |
| 18 | DCI | Donaldson Co Inc | +0.1% | +2.88% | 加仓 |
| 19 | BLK | Blackrock Inc | +0.1% | +15.23% | 加仓 |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -0.89% | 加仓 |
| 21 | ROST | Ross Stores Inc | +0.1% | +2.11% | 加仓 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +5.30% | 加仓 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | +5.75% | 加仓 |
| 24 | INTU | Intuit Inc | +0.1% | +12.01% | 加仓 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.82% | 减仓 |
| 26 | WMT | Walmart Inc | +0.1% | +0.52% | 加仓 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | +2.26% | 加仓 |
| 28 | TJX | Tjx Companies Inc | +0.1% | -0.66% | 减仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.27% | 减仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.28% | 加仓 |
| 31 | DGX | Quest Diagnostics Inc | 0% | +3.33% | 加仓 |
| 32 | HSY | Hershey Co/the | 0% | +2.56% | 加仓 |
| 33 | ABBV | Abbvie Inc | — | +2.74% | 加仓 |
| 34 | COR | Cencora Inc | — | +3.26% | 加仓 |
| 35 | ORLY | O'reilly Automotive Inc | 0% | +0.38% | 加仓 |
| 36 | HD | Home Depot Inc | 0% | +1.00% | 加仓 |
| 37 | LIN | Linde plc | -0.1% | +5.55% | 加仓 |
| 38 | MA | Mastercard Inc - A | -0.1% | +2.78% | 加仓 |
| 39 | FTV | Fortive CORP | -0.2% | -3.89% | 加仓 |
| 40 | FLO | Flowers Foods Inc | -0.2% | +7.21% | 加仓 |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +3.95% | 加仓 |
| 42 | BDX | Becton Dickinson And Co | -0.2% | +3.86% | 加仓 |
| 43 | SBUX | Starbucks CORP | -0.3% | -3.27% | 减仓 |
| 44 | CHD | Church & Dwight Co Inc | -0.3% | +2.71% | 加仓 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +5.56% | 加仓 |
| 46 | FDS | Factset Research Systems Inc | -0.3% | +9.09% | 加仓 |
| 47 | FISV | Fiserv Inc | -0.4% | +14.37% | 加仓 |
| 48 | SJM | Jm Smucker Co/the | — | EXIT | 清仓 |
| 49 | BKNG | Booking Holdings Inc | — | NEW | 新建仓 |
| 50 | CMI | Cummins Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，ICW Investment Advisors LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 143 个公开持股仓位。
在 Q3 2025 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (3.0%)、LLY (2.8%)、AAPL (2.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.0% 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
BKNG
市值: US$30.9万
本季最大获利了结 / 清仓标的
SJM
前期市值: US$33.0万
在 Q3 2025 季度中，ICW Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 42 个仓位、减仓 5 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BKNG。 本季清仓仓位包含 SJM。
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。