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
263 檔
16.9%
在 Q1 2026 的 13F 官方备案中，Ironwood Investment Counsel, LLC 管理的美股投资组合规模来到 US$7.6亿，整体持股档数为 263 档。
Ironwood Investment Counsel, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 76 档持股的同时，亦同步清仓 12 档并减仓 91 档标的。
在资产配置集中度方面，Ironwood Investment Counsel, LLC 的前 5 大核心持股（包含 AAPL, FNDA, MSFT 等）合计占整体申报市值的 16.9%，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 263 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 | AAPL | Apple Inc | 股票-科技 | 4.45% | +0.13% | -0.88% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.39% | +0.14% | -4.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.37% | -1.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.68% | +0.20% | -4.61% | |
| 5 | AKRE | Akre Focus ETF | ETF-其他 | 2.66% | -0.27% | +1.33% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.22% | -0.09% | -1.56% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.18% | +0.09% | +2.00% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.09% | +0.21% | +6.22% | |
| 9 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.74% | -0.07% | +1.58% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.71% | -0.19% | -0.88% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.62% | +0.03% | +0.96% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.62% | -0.14% | +61.54% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 1.51% | -0.28% | +1.21% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.37% | -0.06% | +3.80% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.33% | -0.36% | +17.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | +0.04% | -2.24% | |
| 17 | SYY | Sysco CORP | 股票-非周期性消费 | 1.23% | +0.13% | +1.97% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | +0.03% | -1.70% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.16% | +0.09% | +3.26% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.10% | +0.13% | -0.13% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.09% | -0.25% | +9.21% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.09% | -0.13% | +4.68% | |
| 23 | TER | Teradyne Inc | 股票-科技 | 1.08% | +0.37% | -28.37% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.04% | +0.74% | -34.42% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.12% | -2.65% | |
| 26 | CTVA | Corteva Inc | 股票-原材料 | 1.01% | -0.07% | +5.36% | |
| 27 | CMI | Cummins Inc | 股票-工业 | 0.99% | +0.02% | -31.91% | |
| 28 | AMGN | Amgen Inc | 股票-医疗保健 | 0.99% | — | +5.79% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.98% | -0.12% | +8.30% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.98% | +0.32% | +8.06% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.94% | -0.15% | +13.22% | |
| 32 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.94% | -0.02% | +2.84% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 0.94% | +0.07% | +7.86% | |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.93% | +0.08% | +3.67% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.12% | +2.12% | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.82% | +13.35% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.89% | -0.10% | +40.26% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.06% | +5.57% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.23% | +4.50% | |
| 40 | MRK | Merck & Co., Inc. | 股票-医疗保健 | 0.82% | -0.02% | -5.86% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.01% | -1.74% | |
| 42 | MCK | Mckesson CORP | 股票-医疗保健 | 0.75% | -0.17% | -1.73% | |
| 43 | DG | Dollar General CORP | 股票-非周期性消费 | 0.73% | -0.02% | +6.02% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | — | -6.69% | |
| 45 | OGE | Oge Energy CORP | 股票-公用事业 | 0.69% | -0.05% | — | |
| 46 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.68% | -0.12% | +3.56% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.10% | -2.78% | |
| 48 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.66% | -0.01% | -3.44% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.11% | -10.03% | |
| 50 | WDAY | Workday Inc-class A | 股票-科技 | 0.65% | -0.61% | +19.59% |
| # | 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 | +0.7% | +61.54% | 加仓 |
| 2 | INTU | Intuit Inc | +0.4% | +348.78% | 加仓 |
| 3 | CRM | Salesforce Inc | +0.4% | +372.69% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.4% | -1.56% | 减仓 |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +1.21% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +4.50% | 加仓 |
| 7 | CTVA | Corteva Inc | +0.3% | +5.36% | 加仓 |
| 8 | FPE | Ft-preferred Secur & Inc ETF | +0.3% | +40.26% | 加仓 |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +6.22% | 加仓 |
| 10 | PEP | Pepsico Inc | +0.2% | +9.21% | 加仓 |
| 11 | AMGN | Amgen Inc | +0.2% | +5.79% | 加仓 |
| 12 | GLW | Corning Inc | +0.1% | -10.23% | 减仓 |
| 13 | HSY | Hershey Co/the | +0.1% | +3.56% | 加仓 |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +3.67% | 加仓 |
| 15 | TER | Teradyne Inc | +0.1% | -28.37% | 减仓 |
| 16 | ✓ | Laboratory Corp. of America | +0.1% | +2.84% | 加仓 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +13.22% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | -7.45% | 减仓 |
| 19 | OGE | Oge Energy CORP | +0.1% | — | 不变 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +7.86% | 加仓 |
| 21 | VZ | Verizon Communications Inc | +0.1% | -1.70% | 减仓 |
| 22 | MRK | Merck & Co., Inc. | +0.1% | -5.86% | 减仓 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +8.30% | 加仓 |
| 24 | T | At&t Inc | +0.1% | -0.96% | 减仓 |
| 25 | WMT | Walmart Inc | +0.1% | -0.71% | 减仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | -0.70% | 减仓 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +3.80% | 加仓 |
| 28 | COST | Costco Wholesale CORP | +0.1% | -7.04% | 减仓 |
| 29 | CCI | Crown Castle Inc | +0.1% | +17.54% | 加仓 |
| 30 | MCK | Mckesson CORP | +0.1% | -1.73% | 减仓 |
| 31 | IWD | Ishares Russell 1000 Value E | +0.1% | -0.13% | 减仓 |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -4.86% | 减仓 |
| 33 | HUBB | Hubbell Inc | 0% | +0.05% | 加仓 |
| 34 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.63% | 加仓 |
| 35 | USB | US Bancorp | 0% | +3.26% | 加仓 |
| 36 | GEV | GE Vernova Inc | 0% | +1.17% | 加仓 |
| 37 | XLC | Ss Comm Select Sector Spdr | 0% | +23.25% | 加仓 |
| 38 | DE | Deere & Co | 0% | -0.15% | 减仓 |
| 39 | LRCXEUR | Lam Research CORP | 0% | -6.21% | 减仓 |
| 40 | MDLZ | Mondelez International Inc-a | 0% | +4.69% | 加仓 |
| 41 | HON | Honeywell International Inc | 0% | -0.28% | 减仓 |
| 42 | AGG | Ishares Core U.s. Aggregate | 0% | +9.95% | 加仓 |
| 43 | MPC | Marathon Petroleum CORP | 0% | -2.06% | 减仓 |
| 44 | KO | Coca-cola Co/the | 0% | +0.70% | 加仓 |
| 45 | CTRI | Centuri Holdings Inc | 0% | — | 不变 |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +0.39% | 加仓 |
| 47 | VB | Vanguard Small-cap ETF | 0% | +0.04% | 加仓 |
| 48 | GE | General Electric | 0% | +32.25% | 加仓 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.86% | 加仓 |
| 50 | FDX | Fedex CORP | 0% | +0.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ironwood Investment Counsel, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.6亿，共申报了 263 个公开持股仓位。
在 Q1 2026 季度，Ironwood Investment Counsel, LLC 按市值排列的前三大核心持股分别为：AAPL (4.5%)、FNDA (4.4%)、MSFT (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.5% 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
NOW
市值: US$239.9万
本季最大获利了结 / 清仓标的
CL
前期市值: US$55.2万
在 Q1 2026 季度中，Ironwood Investment Counsel, LLC 共进行了 188 项持仓异动，包含新建仓 9 个仓位、加仓 76 个仓位、减仓 91 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 NOW。 本季清仓仓位包含 CL。
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。