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: 0001033974
申报总市值
US$15.0亿
US$15.0亿
158 檔
14.2%
Schaper Benz & Wise Investment Counsel Inc/wi 在 Q1 2026 季度的美股仓位总计估值为 US$15.0亿，分散于 158 个持仓标的之中，反映其市场参与广度与投资规模。
Schaper Benz & Wise Investment Counsel Inc/wi 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 66 档持股的同时，亦同步清仓 6 档并减仓 61 档标的。
在资产配置集中度方面，Schaper Benz & Wise Investment Counsel Inc/wi 的前 5 大核心持股（包含 AAPL, GOOG, CSCO 等）合计占整体申报市值的 14.2%，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 | AAPL | Apple Inc | 股票-科技 | 3.84% | -0.04% | -1.62% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.73% | +0.27% | -4.61% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 3.04% | +0.86% | -1.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.86% | +0.20% | -2.41% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 2.77% | -0.42% | +1.24% | |
| 6 | AXP | American Express Co | 股票-金融 | 2.69% | -0.06% | -1.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.13% | +1.59% | |
| 8 | WAT | Waters CORP | 股票-医疗保健 | 2.38% | +0.24% | +0.60% | |
| 9 | LIN | Linde plc | 股票-原材料 | 2.22% | -0.20% | -0.43% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.11% | -0.19% | -0.42% | |
| 11 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 2.11% | -0.38% | -0.71% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.97% | +2.59% | -1.23% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 1.88% | -0.05% | -0.64% | |
| 14 | ADI | Analog Devices Inc | 股票-科技 | 1.88% | +0.13% | -2.06% | |
| 15 | AME | Ametek Inc | 股票-工业 | 1.78% | -0.04% | +0.48% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.76% | -0.47% | -0.06% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | -0.17% | -2.59% | |
| 18 | AFL | Aflac Inc | 股票-金融 | 1.68% | -0.15% | -1.58% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.61% | -0.22% | -1.32% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | — | +2.38% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.50% | -0.05% | +2.21% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 1.47% | -0.05% | +6.39% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.46% | -0.43% | +0.68% | |
| 24 | SYY | Sysco CORP | 股票-非周期性消费 | 1.39% | +0.05% | -0.94% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.14% | +4.14% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.34% | -0.01% | +4.74% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.33% | -0.29% | +2.26% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.29% | -0.32% | +0.63% | |
| 29 | UBER | Uber Technologies Inc | 股票-工业 | 1.24% | -0.13% | +2.95% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.20% | -0.22% | +1.80% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 1.19% | -0.38% | +15.63% | |
| 32 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.17% | -0.34% | -3.29% | |
| 33 | INTC | Intel CORP | 股票-科技 | 1.13% | +1.69% | -7.90% | |
| 34 | USB | US Bancorp | 股票-金融 | 1.13% | +0.01% | -0.63% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.10% | -0.01% | +2.91% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.08% | -0.01% | -2.57% | |
| 37 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.06% | -0.18% | +3.44% | |
| 38 | SLB | Slb LTD | 股票-能源 | 1.04% | -0.22% | -0.24% | |
| 39 | ENB | Enbridge Inc | 股票-能源 | 0.98% | -0.11% | +1.34% | |
| 40 | ECL | Ecolab Inc | 股票-原材料 | 0.96% | -0.08% | -1.03% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.92% | +0.08% | +2.30% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.91% | -0.06% | +0.77% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | +0.01% | -2.27% | |
| 44 | EVRG | Evergy Inc | 股票-公用事业 | 0.86% | -0.05% | -0.58% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.85% | -0.11% | -0.64% | |
| 46 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.85% | -0.10% | +0.06% | |
| 47 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.84% | +0.11% | +85.42% | |
| 48 | GE | General Electric | 股票-工业 | 0.83% | +0.07% | +9.64% | |
| 49 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.81% | -0.09% | +5.03% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.07% | -9.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | -0.06% | 减仓 |
| 2 | LIN | Linde plc | +0.4% | -0.43% | 减仓 |
| 3 | IPGP | Ipg Photonics CORP | +0.4% | +0.06% | 加仓 |
| 4 | ADI | Analog Devices Inc | +0.3% | -2.06% | 减仓 |
| 5 | SLB | Slb LTD | +0.3% | -0.24% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -2.59% | 减仓 |
| 7 | VEEV | Veeva Systems Inc-class A | +0.3% | +85.42% | 加仓 |
| 8 | AME | Ametek Inc | +0.2% | +0.48% | 加仓 |
| 9 | ARM | Arm Holdings Plc-adr | +0.2% | +15.26% | 加仓 |
| 10 | ENB | Enbridge Inc | +0.2% | +1.34% | 加仓 |
| 11 | UNP | Union Pacific CORP | +0.2% | -0.64% | 减仓 |
| 12 | INTC | Intel CORP | +0.2% | -7.90% | 减仓 |
| 13 | OVV | Ovintiv Inc | +0.2% | -4.73% | 减仓 |
| 14 | CSCO | Cisco Systems Inc | +0.2% | -1.28% | 减仓 |
| 15 | EVRG | Evergy Inc | +0.1% | -0.58% | 减仓 |
| 16 | ALGN | Align Technology Inc | +0.1% | +1.69% | 加仓 |
| 17 | DUK | Duke Energy CORP | +0.1% | +4.93% | 加仓 |
| 18 | SBUX | Starbucks CORP | +0.1% | -2.57% | 减仓 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -3.16% | 减仓 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +18.00% | 加仓 |
| 21 | SO | Southern Co/the | +0.1% | +1.44% | 加仓 |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.93% | 加仓 |
| 23 | CP | Canadian Pacific Kansas City | +0.1% | +1.91% | 加仓 |
| 24 | PFE | Pfizer Inc | +0.1% | -1.93% | 减仓 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -9.03% | 减仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.59% | 加仓 |
| 27 | TDY | Teledyne Technologies Inc | +0.1% | +4.60% | 加仓 |
| 28 | AVGO | Broadcom Inc | +0.1% | +32.66% | 加仓 |
| 29 | AFL | Aflac Inc | +0.1% | -1.58% | 减仓 |
| 30 | ECL | Ecolab Inc | +0.1% | -1.03% | 减仓 |
| 31 | HD | Home Depot Inc | +0.1% | +2.21% | 加仓 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +10.34% | 加仓 |
| 33 | HOOD | Robinhood Markets Inc - A | +0.1% | +90.46% | 加仓 |
| 34 | KIM | Kimco Realty CORP | +0.1% | -0.97% | 减仓 |
| 35 | GE | General Electric | +0.1% | +9.64% | 加仓 |
| 36 | PLXS | Plexus CORP | 0% | -0.99% | 减仓 |
| 37 | KO | Coca-cola Co/the | 0% | -1.14% | 减仓 |
| 38 | REGN | Regeneron Pharmaceuticals | 0% | -3.29% | 减仓 |
| 39 | USB | US Bancorp | 0% | -0.63% | 减仓 |
| 40 | PAYC | Paycom Software Inc | 0% | +33.43% | 加仓 |
| 41 | SYY | Sysco CORP | 0% | -0.94% | 减仓 |
| 42 | SIVR | Abrdn Physical Silver Shares | 0% | +28.79% | 加仓 |
| 43 | GLTR | Abrdn Precious Metals Basket | 0% | +50.00% | 加仓 |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +19.48% | 加仓 |
| 45 | VRSN | Verisign Inc | 0% | +2.62% | 加仓 |
| 46 | GRMN | Garmin Ltd. | 0% | +2.76% | 加仓 |
| 47 | GDX | Vaneck Gold Miners ETF | 0% | +21.91% | 加仓 |
| 48 | GLD | Spdr Gold Shares | 0% | -1.88% | 减仓 |
| 49 | PEP | Pepsico Inc | 0% | -2.87% | 减仓 |
| 50 | BEN | Franklin Resources Inc | 0% | -0.47% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Schaper Benz & Wise Investment Counsel Inc/wi 在 Q1 2026 季度的美股持仓总市值约为 US$15.0亿，共申报了 158 个公开持股仓位。
在 Q1 2026 季度，Schaper Benz & Wise Investment Counsel Inc/wi 按市值排列的前三大核心持股分别为：AAPL (3.8%)、GOOG (3.7%)、CSCO (3.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.8% 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
AMCR
市值: US$931.4万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$920.1万
在 Q1 2026 季度中，Schaper Benz & Wise Investment Counsel Inc/wi 共进行了 143 项持仓异动，包含新建仓 10 个仓位、加仓 66 个仓位、减仓 61 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 AMCR。 本季清仓仓位包含 AMCR。
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。