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
147 檔
11.0%
在 Q1 2026 的 13F 官方备案中，ICW Investment Advisors LLC 管理的美股投资组合规模来到 US$2.9亿，整体持股档数为 147 档。
在 Q1 2026，ICW Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 106 个既有持股进行加仓（合计增持 110 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 AAPL, MSFT, CASY 等）合计占整体申报市值的 11.0%，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 | AAPL | Apple Inc | 股票-科技 | 2.58% | +0.26% | +1.56% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.04% | +5.22% | |
| 3 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.28% | +0.11% | -2.47% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | +0.35% | +2.42% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | +0.24% | +8.56% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.05% | -0.21% | +4.09% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 1.91% | -0.01% | +1.70% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.91% | +0.23% | -0.76% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +0.18% | +2.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.86% | +0.37% | +3.33% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.84% | +0.19% | +16.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.83% | +0.27% | -7.30% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.76% | -0.07% | +1.51% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.74% | -0.22% | -2.15% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | -0.35% | +0.66% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.53% | — | -2.60% | |
| 17 | COR | Cencora Inc | 股票-医疗保健 | 1.50% | -0.20% | -0.60% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.45% | -0.13% | -0.62% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工业 | 1.43% | -0.40% | -2.47% | |
| 20 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.42% | -0.08% | -2.16% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.38% | +0.01% | +3.30% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.34% | -0.20% | +4.33% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.33% | -0.24% | -0.28% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.22% | +0.05% | +1.71% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.22% | -0.19% | +1.33% | |
| 26 | FAST | Fastenal Co | 股票-工业 | 1.21% | — | +1.07% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.19% | +0.03% | +0.97% | |
| 28 | AMGN | Amgen Inc | 股票-医疗保健 | 1.16% | — | -0.81% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.26% | -5.52% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.11% | +0.30% | -40.92% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.10% | -0.16% | +1.51% | |
| 32 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.08% | — | +3.11% | |
| 33 | GD | General Dynamics CORP | 股票-工业 | 1.07% | -0.01% | -0.39% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工业 | 1.05% | -0.19% | -1.69% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 1.04% | -0.05% | +4.02% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | +0.08% | +3.23% | |
| 37 | RMD | Resmed Inc | 股票-医疗保健 | 0.98% | -0.16% | +4.89% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | +0.03% | -0.32% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.90% | — | +0.64% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | -0.01% | +6.50% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | +0.10% | -22.51% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.86% | -0.16% | +0.90% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.86% | -0.08% | +8.70% | |
| 44 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.84% | +0.04% | +2.23% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.82% | +0.29% | +2.67% | |
| 46 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.81% | -0.01% | +1.48% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.80% | -0.01% | +0.94% | |
| 48 | DOV | Dover CORP | 股票-工业 | 0.79% | +0.03% | -1.32% | |
| 49 | DCI | Donaldson Co Inc | 股票-工业 | 0.75% | +0.01% | -1.53% | |
| 50 | BCPC | Balchem CORP | 股票-原材料 | 0.73% | -0.04% | -0.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores Inc | +0.5% | -2.47% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +0.66% | 加仓 |
| 3 | COST | Costco Wholesale CORP | +0.3% | +4.09% | 加仓 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | -0.28% | 减仓 |
| 5 | CVX | Chevron CORP | +0.2% | -5.52% | 减仓 |
| 6 | LIN | Linde plc | +0.2% | +3.30% | 加仓 |
| 7 | ROST | Ross Stores Inc | +0.2% | -2.16% | 减仓 |
| 8 | NOC | Northrop Grumman CORP | +0.2% | -2.47% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | -2.60% | 减仓 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +8.70% | 加仓 |
| 11 | FAST | Fastenal Co | +0.2% | +1.07% | 加仓 |
| 12 | PEP | Pepsico Inc | +0.1% | +4.33% | 加仓 |
| 13 | WMT | Walmart Inc | +0.1% | -2.15% | 减仓 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | -1.69% | 减仓 |
| 15 | APD | Air Products & Chemicals Inc | +0.1% | +7.41% | 加仓 |
| 16 | HSY | Hershey Co/the | +0.1% | +0.90% | 加仓 |
| 17 | DGX | Quest Diagnostics Inc | +0.1% | +2.23% | 加仓 |
| 18 | SO | Southern Co/the | +0.1% | +4.51% | 加仓 |
| 19 | CHD | Church & Dwight Co Inc | +0.1% | +1.48% | 加仓 |
| 20 | RTX | Rtx CORP | +0.1% | +4.02% | 加仓 |
| 21 | TGT | Target CORP | +0.1% | -2.49% | 减仓 |
| 22 | WEC | Wec Energy Group Inc | +0.1% | +4.64% | 加仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +16.04% | 加仓 |
| 24 | KO | Coca-cola Co/the | +0.1% | -0.32% | 减仓 |
| 25 | AMGN | Amgen Inc | +0.1% | -0.81% | 减仓 |
| 26 | CARR | Carrier Global CORP | +0.1% | +15.32% | 加仓 |
| 27 | GWW | Ww Grainger Inc | +0.1% | +2.65% | 加仓 |
| 28 | O | Realty Income CORP | +0.1% | +0.94% | 加仓 |
| 29 | MO | Altria Group Inc | +0.1% | +0.87% | 加仓 |
| 30 | RSG | Republic Services Inc | +0.1% | +6.90% | 加仓 |
| 31 | BCPC | Balchem CORP | +0.1% | -0.72% | 减仓 |
| 32 | ADI | Analog Devices Inc | +0.1% | +6.22% | 加仓 |
| 33 | YUM | Yum! Brands Inc | +0.1% | +3.11% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +6.50% | 加仓 |
| 35 | NJR | New Jersey Resources CORP | +0.1% | -0.07% | 减仓 |
| 36 | UNP | Union Pacific CORP | +0.1% | +6.65% | 加仓 |
| 37 | CL | Colgate-palmolive Co | +0.1% | +0.93% | 加仓 |
| 38 | ITW | Illinois Tool Works | +0.1% | +0.64% | 加仓 |
| 39 | ETN | Eaton Corporation plc | +0.1% | +44.53% | 加仓 |
| 40 | ODFL | Old Dominion Freight Line | +0.1% | +4.63% | 加仓 |
| 41 | ORLY | O'reilly Automotive Inc | 0% | +1.51% | 加仓 |
| 42 | TJX | Tjx Companies Inc | 0% | -0.62% | 减仓 |
| 43 | CNI | Canadian Natl Railway Co | 0% | +3.78% | 加仓 |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | +17.37% | 加仓 |
| 45 | WSO | Watsco Inc | 0% | +21.43% | 加仓 |
| 46 | TXN | Texas Instruments Inc | 0% | +2.48% | 加仓 |
| 47 | AME | Ametek Inc | 0% | +2.12% | 加仓 |
| 48 | META | Meta Platforms Inc-class A | 0% | +23.62% | 加仓 |
| 49 | DOV | Dover CORP | 0% | -1.32% | 减仓 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +16.72% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，ICW Investment Advisors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.9亿，共申报了 147 个公开持股仓位。
在 Q1 2026 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分别为：AAPL (2.6%)、MSFT (2.3%)、CASY (2.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.6% 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
BRK-B
市值: US$40.9万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$36.8万
在 Q1 2026 季度中，ICW Investment Advisors LLC 共进行了 147 项持仓异动，包含新建仓 4 个仓位、加仓 106 个仓位、减仓 35 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BRK-B。 本季清仓仓位包含 AZNN。
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。