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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001126735
申报总市值
US$17.5亿
US$17.5亿
115 檔
43.2%
截至 Q4 2025 季度末，Mogy Joel R Investment Counsel Inc 的美股持仓估值约为 US$17.5亿，全数申报仓位共有 115 档。
在 Q4 2025，Mogy Joel R Investment Counsel Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Mogy Joel R Investment Counsel Inc 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 43.2%，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 | NVDA | Nvidia CORP | 股票-科技 | 13.63% | +0.67% | -2.32% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.90% | +0.37% | -1.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.53% | -0.50% | -0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.66% | +0.73% | -2.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.22% | +0.75% | -1.07% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.61% | -0.87% | -0.19% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.37% | +0.20% | +0.26% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.62% | -0.19% | -0.63% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.53% | +0.13% | +0.07% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.46% | -0.35% | +0.15% | |
| 11 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 3.14% | -0.43% | +0.32% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.10% | +2.92% | +0.26% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 2.81% | -0.60% | +0.25% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 2.64% | -0.95% | -0.05% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.31% | +0.44% | -0.14% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.12% | -0.42% | +0.94% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 2.00% | -0.02% | -0.36% | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 1.92% | -0.26% | +1.06% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.42% | -0.42% | +8.90% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.38% | -0.13% | -1.21% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 1.34% | -0.50% | +909.44% | |
| 22 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.27% | -0.12% | +2.15% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.08% | -0.17% | |
| 24 | AZO | Autozone Inc | 股票-周期性消费 | 1.15% | -0.19% | +1.94% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.12% | -0.25% | +16.15% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 0.89% | -0.09% | +0.22% | |
| 27 | MSCI | Msci Inc | 股票-金融 | 0.84% | -0.05% | +0.45% | |
| 28 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.71% | -0.04% | +4.03% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.25% | -1.20% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.56% | +0.01% | -0.45% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | -0.09% | -0.20% | |
| 32 | GWW | Ww Grainger Inc | 股票-工业 | 0.41% | +0.07% | -18.09% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.40% | +0.02% | -1.23% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.38% | -0.08% | +0.83% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.37% | -0.01% | — | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | -0.02% | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | -0.02% | — | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.29% | +0.01% | -0.83% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.24% | -0.06% | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -0.09% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.19% | +0.01% | — | |
| 42 | EQIX | Equinix Inc | 股票-房地产 | 0.17% | — | -1.41% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.16% | — | -3.43% | |
| 44 | PLD | Prologis Inc | 股票-房地产 | 0.16% | -0.01% | -2.49% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.15% | -0.01% | -0.67% | |
| 46 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.15% | -0.02% | -32.30% | |
| 47 | BRO | Brown & Brown Inc | 股票-金融 | 0.14% | — | -14.69% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.13% | -0.02% | — | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.12% | -0.02% | — | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -2.14% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -1.07% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.7% | -0.14% | 减仓 |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | +0.94% | 加仓 |
| 5 | AAPL | Apple Inc | +0.4% | -1.16% | 减仓 |
| 6 | CRM | Salesforce Inc | +0.3% | +0.25% | 加仓 |
| 7 | ACN | Accenture plc | +0.2% | +8.90% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +0.26% | 加仓 |
| 9 | IDXX | Idexx Laboratories Inc | +0.2% | +0.32% | 加仓 |
| 10 | ADBE | Adobe Inc | +0.1% | +16.15% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +0.07% | 加仓 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -1.20% | 减仓 |
| 13 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 14 | WMT | Walmart Inc | 0% | +0.83% | 加仓 |
| 15 | MRK | Merck & Co. Inc. | 0% | -3.43% | 减仓 |
| 16 | BKNG | Booking Holdings Inc | 0% | +4.03% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | 0% | — | 不变 |
| 18 | AMGN | Amgen Inc | 0% | — | 不变 |
| 19 | PLD | Prologis Inc | 0% | -2.49% | 减仓 |
| 20 | MSCI | Msci Inc | 0% | +0.45% | 加仓 |
| 21 | BIIB | Biogen Inc | 0% | — | 不变 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 23 | WSM | Williams-sonoma Inc | 0% | -0.74% | 减仓 |
| 24 | KO | Coca-cola Co/the | 0% | -21.12% | 减仓 |
| 25 | WEC | Wec Energy Group Inc | 0% | — | 不变 |
| 26 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -14.76% | 减仓 |
| 28 | UNP | Union Pacific CORP | 0% | -1.23% | 减仓 |
| 29 | ABBV | Abbvie Inc | 0% | -0.45% | 减仓 |
| 30 | ABT | Abbott Laboratories | 0% | -0.20% | 减仓 |
| 31 | BRO | Brown & Brown Inc | -0.1% | -14.69% | 减仓 |
| 32 | GWW | Ww Grainger Inc | -0.1% | -18.09% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.63% | 减仓 |
| 34 | MRSH | Marsh & Mclennan Cos | -0.1% | -32.30% | 减仓 |
| 35 | SYK | Stryker CORP | -0.1% | +1.06% | 加仓 |
| 36 | BLK | Blackrock Inc | -0.1% | +0.22% | 加仓 |
| 37 | INTU | Intuit Inc | -0.1% | -0.05% | 减仓 |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +2.15% | 加仓 |
| 39 | AZO | Autozone Inc | -0.3% | +1.94% | 加仓 |
| 40 | PANW | Palo Alto Networks Inc | -0.4% | +0.26% | 加仓 |
| 41 | NFLX | Netflix Inc | -0.4% | +909.44% | 加仓 |
| 42 | HD | Home Depot Inc | -0.4% | -0.36% | 减仓 |
| 43 | COST | Costco Wholesale CORP | -0.4% | -0.19% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.4% | +0.15% | 加仓 |
| 45 | NVDA | Nvidia CORP | -0.5% | -2.32% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.6% | -0.00% | 减仓 |
| 47 | ORCL | Oracle CORP | -0.7% | -1.21% | 减仓 |
| 48 | KEL | Kellanova | — | EXIT | 清仓 |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | 新建仓 |
| 50 | MMM | 3m Co | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mogy Joel R Investment Counsel Inc 在 Q4 2025 季度的美股持仓总市值约为 US$17.5亿，共申报了 115 个公开持股仓位。
在 Q4 2025 季度，Mogy Joel R Investment Counsel Inc 按市值排列的前三大核心持股分别为：NVDA (13.6%)、AAPL (8.9%)、MSFT (7.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 13.6% 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
EFA
市值: US$24.0万
本季最大获利了结 / 清仓标的
KEL
前期市值: US$24.6万
在 Q4 2025 季度中，Mogy Joel R Investment Counsel Inc 共进行了 43 项持仓异动，包含新建仓 1 个仓位、加仓 17 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 EFA。 本季清仓仓位包含 KEL。
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。