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: 0001330463
申报总市值
US$7.6亿
US$7.6亿
262 檔
18.7%
Ironwood Investment Counsel, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$7.6亿，分散于 262 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Ironwood Investment Counsel, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 31 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ironwood Investment Counsel, LLC 的前 5 大核心持股（包含 MSFT, FNDA, AAPL 等）合计占整体申报市值的 18.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 262 只）
| # | 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 | 6.47% | -0.37% | -5.15% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.70% | +0.14% | -12.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.62% | +0.13% | -3.55% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.66% | +0.20% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.28% | +0.09% | — | |
| 6 | AXP | American Express Co | 股票-金融 | 1.87% | +0.03% | -0.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.86% | -0.07% | +1.71% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.84% | -0.19% | +0.37% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.83% | +0.21% | +5.17% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.79% | -0.14% | +445.44% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.75% | -0.09% | +1.66% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.06% | -48.77% | |
| 13 | SYY | Sysco CORP | 股票-非周期性消费 | 1.39% | +0.13% | +0.73% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.38% | +0.04% | +0.29% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.37% | +0.74% | -21.96% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | +0.03% | -1.97% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.22% | -0.28% | +3.00% | |
| 18 | CMI | Cummins Inc | 股票-工业 | 1.22% | +0.02% | -18.31% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.21% | +0.12% | -8.31% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.20% | +0.32% | +3.82% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 1.15% | -0.13% | +2.52% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.11% | -0.36% | +9.78% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.06% | +0.09% | -0.53% | |
| 24 | FISV | Fiserv Inc | 股票-其他 | 1.04% | — | +21.87% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.02% | — | -5.30% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.11% | -38.46% | |
| 27 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.99% | -0.02% | +3.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | +0.12% | -2.68% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.97% | -0.12% | +3.45% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | +0.01% | -7.12% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.82% | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.94% | -0.06% | -0.03% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.91% | -0.25% | +3.38% | |
| 34 | WDAY | Workday Inc-class A | 股票-科技 | 0.89% | -0.61% | +16.88% | |
| 35 | TER | Teradyne Inc | 股票-科技 | 0.86% | +0.37% | +7.60% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.78% | +0.04% | +11.35% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.77% | +0.42% | +245.26% | |
| 38 | CTVA | Corteva Inc | 股票-原材料 | 0.77% | -0.07% | +3.71% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.76% | +0.08% | +3.02% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.74% | -0.15% | +3.42% | |
| 41 | MCK | Mckesson CORP | 股票-医疗保健 | 0.74% | -0.17% | -43.40% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.71% | +0.07% | +5.81% | |
| 43 | OGE | Oge Energy CORP | 股票-公用事业 | 0.68% | -0.05% | — | |
| 44 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 0.67% | -0.02% | -16.75% | |
| 45 | AMGN | Amgen Inc | 股票-医疗保健 | 0.66% | — | +15.24% | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.63% | -0.10% | +24.05% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | -0.04% | -0.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | +0.10% | — | |
| 49 | DG | Dollar General CORP | 股票-非周期性消费 | 0.60% | -0.02% | +2.69% | |
| 50 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.60% | -0.12% | +0.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.1% | +445.44% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | — | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -5.15% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | -8.31% | 加仓 |
| 5 | JMST | JPM Ultra-short Muni Income | +0.4% | +245.26% | 加仓 |
| 6 | TER | Teradyne Inc | +0.4% | +7.60% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.4% | +15.24% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.3% | +11.35% | 加仓 |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +5.17% | 加仓 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.29% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.3% | -2.68% | 减仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.97% | 加仓 |
| 13 | DOX | Amdocs Limited | +0.2% | — | 加仓 |
| 14 | ✓ | Laboratory Corp. of America | +0.1% | +3.36% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | 减仓 |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +38.86% | 加仓 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.14% | 加仓 |
| 18 | WDAY | Workday Inc-class A | +0.1% | +16.88% | 加仓 |
| 19 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +24.05% | 加仓 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +43.67% | 加仓 |
| 21 | AXP | American Express Co | +0.1% | -0.97% | 减仓 |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -3.95% | 加仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | — | 加仓 |
| 24 | QCOM | Qualcomm Inc | +0.1% | +3.82% | 加仓 |
| 25 | KLAC | Kla CORP | +0.1% | -21.96% | 减仓 |
| 26 | DG | Dollar General CORP | +0.1% | +2.69% | 加仓 |
| 27 | SCHW | Schwab (charles) CORP | 0% | +0.37% | 减仓 |
| 28 | LMT | Lockheed Martin CORP | 0% | +3.00% | 加仓 |
| 29 | DIS | Walt Disney Co/the | 0% | -0.03% | 加仓 |
| 30 | CTVA | Corteva Inc | 0% | +3.71% | 加仓 |
| 31 | LOW | Lowe's Cos Inc | 0% | +3.45% | 加仓 |
| 32 | CMI | Cummins Inc | 0% | -18.31% | 减仓 |
| 33 | USB | US Bancorp | 0% | -0.53% | 加仓 |
| 34 | JNJ | Johnson & Johnson | 0% | +1.66% | 加仓 |
| 35 | HD | Home Depot Inc | 0% | -5.30% | 加仓 |
| 36 | MDT | Medtronic plc | -0.1% | +2.52% | 加仓 |
| 37 | SYY | Sysco CORP | -0.1% | +0.73% | 加仓 |
| 38 | AAPL | Apple Inc | -0.2% | -3.55% | 减仓 |
| 39 | BRO | Brown & Brown Inc | -0.2% | -2.22% | 减仓 |
| 40 | SBUX | Starbucks CORP | -0.2% | -21.61% | 减仓 |
| 41 | CAH | Cardinal Health Inc | -0.3% | -20.36% | 减仓 |
| 42 | HYD | Vaneck High Yield Muni ETF | -0.3% | -17.56% | 减仓 |
| 43 | META | Meta Platforms Inc-class A | -0.4% | -38.46% | 减仓 |
| 44 | ACN | Accenture plc | -0.4% | +9.78% | 加仓 |
| 45 | FISV | Fiserv Inc | -0.5% | +21.87% | 加仓 |
| 46 | MRK | Merck & Co., Inc. | -0.5% | -16.75% | 减仓 |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | -1.2% | -12.26% | 减仓 |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建仓 |
| 49 | ELV | Elevance Health Inc | — | NEW | 新建仓 |
| 50 | ES | Eversource Energy | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Ironwood Investment Counsel, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$7.6亿，共申报了 262 个公开持股仓位。
在 Q3 2025 季度，Ironwood Investment Counsel, LLC 按市值排列的前三大核心持股分别为：MSFT (6.5%)、FNDA (4.7%)、AAPL (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.5% 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
TTD
市值: US$259.7万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$3413.8万
在 Q3 2025 季度中，Ironwood Investment Counsel, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 31 个仓位、减仓 16 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TTD。
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。