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: 0000842782
申报总市值
US$30.9亿
US$30.9亿
238 檔
17.7%
在 Q4 2025 的 13F 官方备案中，Zwj Investment Counsel Inc 管理的美股投资组合规模来到 US$30.9亿，整体持股档数为 238 档。
在 Q4 2025，Zwj 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 28 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，Zwj Investment Counsel Inc 的前 5 大核心持股（包含 GOOG, MU, AVGO 等）合计占整体申报市值的 17.7%，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 238 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.14% | +0.43% | -5.83% | |
| 2 | MU | Micron Technology Inc | 股票-科技 | 3.95% | +2.92% | -15.80% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.64% | +0.31% | -8.31% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.59% | +0.09% | -6.12% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | -0.16% | -1.88% | |
| 6 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.32% | -0.14% | -0.37% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.76% | +0.13% | -0.73% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.64% | -0.20% | -4.64% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | +0.05% | -2.55% | |
| 10 | BWXT | Bwx Technologies Inc | 股票-工业 | 2.54% | -0.52% | -2.85% | |
| 11 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.53% | — | -1.03% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.49% | +0.12% | -2.38% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.40% | +0.15% | +0.75% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.39% | +0.73% | -1.88% | |
| 15 | CB | Chubb Limited | 股票-金融 | 2.14% | -0.13% | +0.87% | |
| 16 | AXP | American Express Co | 股票-金融 | 2.10% | +0.02% | -4.78% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工业 | 2.01% | -0.74% | -2.98% | |
| 18 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.96% | -0.78% | +1.06% | |
| 19 | CTVA | Corteva Inc | 股票-原材料 | 1.83% | -0.21% | +0.16% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.79% | -0.06% | +2.21% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.73% | +0.04% | +7.12% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 1.66% | +0.06% | +1.88% | |
| 23 | AEP | American Electric Power | 股票-公用事业 | 1.62% | -0.12% | +0.07% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | -0.07% | +1.29% | |
| 25 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.50% | -0.39% | +0.58% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.54% | -0.47% | |
| 27 | PSX | Phillips 66 | 股票-能源 | 1.34% | -0.33% | -0.23% | |
| 28 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.31% | -0.11% | -6.34% | |
| 29 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.25% | +0.17% | +4.12% | |
| 30 | SAIA | Saia Inc | 股票-工业 | 1.21% | +0.09% | -10.93% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 1.18% | -0.25% | +2.19% | |
| 32 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.16% | -0.13% | +0.36% | |
| 33 | OMC | Omnicom Group | 股票-通信服务 | 1.08% | +0.09% | — | |
| 34 | J | Jacobs Solutions Inc | 股票-工业 | 1.05% | -0.05% | +0.38% | |
| 35 | OUT | Outfront Media Inc | 股票-其他 | 1.04% | -0.38% | -17.72% | |
| 36 | UBER | Uber Technologies Inc | 股票-工业 | 1.04% | +0.28% | +2.63% | |
| 37 | GM | General Motors Co | 股票-周期性消费 | 1.04% | -0.07% | -3.20% | |
| 38 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.47% | -9.72% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 1.03% | +0.01% | +1.57% | |
| 40 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.02% | -0.02% | +5.59% | |
| 41 | SRE | Sempra | 股票-公用事业 | 1.02% | -0.13% | +5.13% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.99% | -0.41% | -0.72% | |
| 43 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.90% | -0.17% | +0.14% | |
| 44 | EWBC | East West Bancorp Inc | 股票-金融 | 0.89% | +0.06% | -1.07% | |
| 45 | AME | Ametek Inc | 股票-工业 | 0.89% | +0.05% | +8.90% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | -0.02% | -0.71% | |
| 47 | DG | Dollar General CORP | 股票-非周期性消费 | 0.72% | -0.04% | +2.92% | |
| 48 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.70% | — | -13.43% | |
| 49 | DV | Doubleverify Holdings Inc | 股票-其他 | 0.68% | +0.03% | +16.58% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.59% | -0.15% | +2.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.3% | -15.80% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1% | -5.83% | 减仓 |
| 3 | AZNN | Astrazeneca Plc-spons Adr | +0.4% | -1.03% | 减仓 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.4% | +2.21% | 加仓 |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -1.88% | 减仓 |
| 6 | CB | Chubb Limited | +0.3% | +0.87% | 加仓 |
| 7 | GM | General Motors Co | +0.3% | -3.20% | 减仓 |
| 8 | KO | Coca-cola Co/the | +0.2% | -0.37% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +1.29% | 加仓 |
| 10 | DG | Dollar General CORP | +0.2% | +2.92% | 加仓 |
| 11 | ELV | Elevance Health Inc | +0.2% | +4.12% | 加仓 |
| 12 | AME | Ametek Inc | +0.2% | +8.90% | 加仓 |
| 13 | AXP | American Express Co | +0.2% | -4.78% | 减仓 |
| 14 | AAPL | Apple Inc | +0.2% | -2.38% | 减仓 |
| 15 | IOSP | Innospec Inc | +0.1% | +110.87% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.75% | 加仓 |
| 17 | OUT | Outfront Media Inc | +0.1% | -17.72% | 减仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.65% | 减仓 |
| 19 | TSN | Tyson Foods Inc-cl A | +0.1% | +0.14% | 加仓 |
| 20 | DV | Doubleverify Holdings Inc | +0.1% | +16.58% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | -2.48% | 减仓 |
| 22 | JMST | JPM Ultra-short Muni Income | +0.1% | +94.67% | 加仓 |
| 23 | ABBV | Abbvie Inc | — | -0.73% | 减仓 |
| 24 | PG | Procter & Gamble Co/the | 0% | -0.71% | 减仓 |
| 25 | PSX | Phillips 66 | -0.1% | -0.23% | 减仓 |
| 26 | MQ | Marqeta Inc-a | -0.1% | -7.28% | 减仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -20.79% | 减仓 |
| 28 | AVGO | Broadcom Inc | -0.1% | -8.31% | 减仓 |
| 29 | ES | Eversource Energy | -0.1% | -12.58% | 减仓 |
| 30 | ROP | Roper Technologies Inc | -0.1% | +2.19% | 加仓 |
| 31 | J | Jacobs Solutions Inc | -0.1% | +0.38% | 加仓 |
| 32 | INGR | Ingredion Inc | -0.1% | +0.58% | 加仓 |
| 33 | T | At&t Inc | -0.1% | -0.72% | 减仓 |
| 34 | HD | Home Depot Inc | -0.1% | +1.57% | 加仓 |
| 35 | NOC | Northrop Grumman CORP | -0.2% | -2.98% | 减仓 |
| 36 | UBER | Uber Technologies Inc | -0.2% | +2.63% | 加仓 |
| 37 | NVDA | Nvidia CORP | -0.2% | -6.12% | 减仓 |
| 38 | BWXT | Bwx Technologies Inc | -0.2% | -2.85% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | -1.88% | 减仓 |
| 40 | MDLZ | Mondelez International Inc-a | -0.3% | -6.34% | 减仓 |
| 41 | FIS | Fidelity National Info Serv | -0.3% | -86.29% | 减仓 |
| 42 | ORCL | Oracle CORP | -1.3% | -4.64% | 减仓 |
| 43 | EFX | Equifax Inc | -1.4% | -83.11% | 减仓 |
| 44 | FISV | Fiserv Inc | -1.5% | -94.87% | 减仓 |
| 45 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清仓 |
| 46 | OMC | Omnicom Group | — | NEW | 新建仓 |
| 47 | ABNB | Airbnb Inc-class A | — | NEW | 新建仓 |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 49 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 50 | GNRC | Generac Holdings Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Zwj Investment Counsel Inc 在 Q4 2025 季度的美股持仓总市值约为 US$30.9亿，共申报了 238 个公开持股仓位。
在 Q4 2025 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分别为：GOOG (5.1%)、MU (4.0%)、AVGO (3.6%)。其中最大持股仓位 GOOG 占据整体投资组合约 5.1% 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
OMC
市值: US$2983.6万
本季最大获利了结 / 清仓标的
IPG
前期市值: US$3119.4万
在 Q4 2025 季度中，Zwj Investment Counsel Inc 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 28 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 OMC。 本季清仓仓位包含 IPG。
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。