13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001794820
申報總市值
US$2.9億
US$2.9億
143 檔
12.3%
ICW Investment Advisors LLC 在 Q3 2025 季度的美股部位總計估值為 US$2.9億，分散於 143 個持倉標的之中，反映其市場參與廣度與投資規模。
ICW Investment Advisors LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 42 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, LLY, AAPL）累計市值佔比達 12.3%，是驅動 ICW Investment Advisors LLC 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.04% | +4.70% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.80% | +0.30% | +72.22% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.26% | +6.68% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.17% | +0.35% | +5.58% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.13% | -0.01% | +2.78% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.07% | +0.23% | +2.74% | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.07% | -0.07% | +0.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.06% | +0.27% | +5.82% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | +0.18% | +4.57% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.86% | -0.21% | +1.03% | |
| 11 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.84% | +0.11% | +0.72% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.24% | +16.16% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.57% | +0.19% | +11.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.51% | +0.37% | +11.76% | |
| 15 | COR | Cencora Inc | 股票-醫療保健 | 1.50% | -0.20% | +3.26% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.48% | -0.22% | +0.52% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.45% | +0.03% | +1.00% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.40% | -0.16% | +3.19% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.39% | +0.08% | +3.75% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.33% | -0.13% | -0.66% | |
| 21 | NOC | Northrop Grumman CORP | 股票-工業 | 1.32% | -0.40% | -0.89% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.29% | +0.05% | +4.49% | |
| 23 | FAST | Fastenal Co | 股票-工業 | 1.26% | — | +0.60% | |
| 24 | LIN | Linde plc | 股票-原物料 | 1.26% | +0.01% | +5.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | — | +5.30% | |
| 26 | RMD | Resmed Inc | 股票-醫療保健 | 1.17% | -0.16% | +3.21% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.17% | -0.20% | +5.24% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.16% | -0.19% | +4.29% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 1.09% | -0.24% | +5.75% | |
| 30 | GD | General Dynamics CORP | 股票-工業 | 1.08% | -0.01% | +1.21% | |
| 31 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.04% | -0.08% | +2.11% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.35% | +4.63% | |
| 33 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.01% | — | +4.99% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 0.95% | -0.19% | +0.55% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.94% | — | +5.49% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.26% | +4.62% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | -0.01% | +2.49% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.89% | +0.17% | +5.56% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | +0.10% | +0.27% | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.89% | — | +3.25% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.85% | -0.05% | +1.80% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | +0.03% | +2.84% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.79% | +0.29% | +3.82% | |
| 44 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.79% | +0.04% | +3.33% | |
| 45 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.77% | -0.16% | +2.56% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.77% | -0.01% | +5.46% | |
| 47 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.75% | -0.01% | +2.71% | |
| 48 | DCI | Donaldson Co Inc | 股票-工業 | 0.75% | +0.01% | +2.88% | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.70% | +0.07% | -3.27% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.67% | -0.04% | +3.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | +5.58% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | +16.16% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | +4.70% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.6% | +72.22% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +11.76% | 加碼 |
| 6 | APH | Amphenol Corp-cl A | +0.4% | +3.82% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | +6.68% | 加碼 |
| 8 | CASY | Casey's General Stores Inc | +0.2% | +0.72% | 減碼 |
| 9 | LHX | L3harris Technologies Inc | +0.2% | +0.55% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +11.70% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +30.68% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.2% | +11.35% | 加碼 |
| 13 | FAST | Fastenal Co | +0.1% | +0.60% | 加碼 |
| 14 | RMD | Resmed Inc | +0.1% | +3.21% | 加碼 |
| 15 | GD | General Dynamics CORP | +0.1% | +1.21% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.32% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | +1.80% | 加碼 |
| 18 | DCI | Donaldson Co Inc | +0.1% | +2.88% | 加碼 |
| 19 | BLK | Blackrock Inc | +0.1% | +15.23% | 加碼 |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -0.89% | 加碼 |
| 21 | ROST | Ross Stores Inc | +0.1% | +2.11% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +5.30% | 加碼 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | +5.75% | 加碼 |
| 24 | INTU | Intuit Inc | +0.1% | +12.01% | 加碼 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.82% | 減碼 |
| 26 | WMT | Walmart Inc | +0.1% | +0.52% | 加碼 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | +2.26% | 加碼 |
| 28 | TJX | Tjx Companies Inc | +0.1% | -0.66% | 減碼 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.27% | 減碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.28% | 加碼 |
| 31 | DGX | Quest Diagnostics Inc | 0% | +3.33% | 加碼 |
| 32 | HSY | Hershey Co/the | 0% | +2.56% | 加碼 |
| 33 | ABBV | Abbvie Inc | — | +2.74% | 加碼 |
| 34 | COR | Cencora Inc | — | +3.26% | 加碼 |
| 35 | ORLY | O'reilly Automotive Inc | 0% | +0.38% | 加碼 |
| 36 | HD | Home Depot Inc | 0% | +1.00% | 加碼 |
| 37 | LIN | Linde plc | -0.1% | +5.55% | 加碼 |
| 38 | MA | Mastercard Inc - A | -0.1% | +2.78% | 加碼 |
| 39 | FTV | Fortive CORP | -0.2% | -3.89% | 加碼 |
| 40 | FLO | Flowers Foods Inc | -0.2% | +7.21% | 加碼 |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +3.95% | 加碼 |
| 42 | BDX | Becton Dickinson And Co | -0.2% | +3.86% | 加碼 |
| 43 | SBUX | Starbucks CORP | -0.3% | -3.27% | 減碼 |
| 44 | CHD | Church & Dwight Co Inc | -0.3% | +2.71% | 加碼 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +5.56% | 加碼 |
| 46 | FDS | Factset Research Systems Inc | -0.3% | +9.09% | 加碼 |
| 47 | FISV | Fiserv Inc | -0.4% | +14.37% | 加碼 |
| 48 | SJM | Jm Smucker Co/the | — | EXIT | 清倉 |
| 49 | BKNG | Booking Holdings Inc | — | NEW | 新建倉 |
| 50 | CMI | Cummins Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，ICW Investment Advisors LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 143 個公開持股部位。
在 Q3 2025 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (3.0%)、LLY (2.8%)、AAPL (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.0% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BKNG
市值: US$30.9萬
本季最大獲利了結 / 清倉標的
SJM
前期市值: US$33.0萬
在 Q3 2025 季度中，ICW Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 42 個部位、減碼 5 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BKNG。 本季清倉部位包含 SJM。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。