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
145 檔
11.8%
根據最新整理的 13F 季度數據集，ICW Investment Advisors LLC 於 Q4 2025 結束時的管理資產規模為 US$2.9億。該機構在本季度申報了 145 檔美股持倉，呈現出該時期的主要投資地圖。
ICW Investment Advisors LLC 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, AVGO）占據了總市值的 11.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 2.89% | -0.04% | +1.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.74% | +0.26% | +0.63% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.31% | +0.35% | +0.33% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.21% | +0.30% | -44.65% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.16% | -0.01% | — | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.13% | +0.18% | +0.16% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.08% | +0.27% | -2.19% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | +0.24% | +20.84% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.03% | +0.23% | -1.78% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.97% | +0.37% | +0.20% | |
| 11 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.79% | +0.11% | -1.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.19% | +5.59% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.73% | -0.07% | -2.36% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.72% | -0.21% | -2.13% | |
| 15 | COR | Cencora Inc | 股票-醫療保健 | 1.63% | -0.20% | -0.84% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.60% | -0.22% | -0.97% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.41% | -0.13% | -0.90% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | — | -0.69% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.32% | -0.16% | -0.22% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.25% | +0.08% | +1.24% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.24% | +0.03% | -0.86% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 1.23% | -0.40% | -1.00% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.22% | +0.05% | -0.25% | |
| 24 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.21% | -0.08% | -2.61% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | +0.10% | +30.79% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.20% | -0.20% | -0.95% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.19% | -0.19% | +0.24% | |
| 28 | LIN | Linde plc | 股票-原物料 | 1.16% | +0.01% | +0.95% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -0.35% | +0.27% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 1.09% | — | -0.78% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 1.07% | -0.24% | +0.61% | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 1.06% | -0.01% | -1.57% | |
| 33 | FAST | Fastenal Co | 股票-工業 | 1.04% | — | -0.43% | |
| 34 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.03% | — | +1.16% | |
| 35 | RMD | Resmed Inc | 股票-醫療保健 | 1.01% | -0.16% | -2.97% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.95% | -0.05% | +0.68% | |
| 37 | LHX | L3harris Technologies Inc | 股票-工業 | 0.91% | -0.19% | -0.38% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | +0.03% | +0.30% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.26% | -0.15% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.86% | +0.29% | -0.58% | |
| 41 | ITW | Illinois Tool Works | 股票-工業 | 0.85% | — | +0.56% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | -0.01% | -1.51% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.82% | +0.17% | -0.53% | |
| 44 | DCI | Donaldson Co Inc | 股票-工業 | 0.80% | +0.01% | -2.38% | |
| 45 | DOV | Dover CORP | 股票-工業 | 0.76% | +0.03% | -0.26% | |
| 46 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.75% | -0.16% | -0.85% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.74% | -0.01% | +2.12% | |
| 48 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.73% | +0.04% | +1.15% | |
| 49 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.72% | -0.01% | -0.78% | |
| 50 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.72% | +0.06% | -4.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.20% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.4% | +20.84% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +30.79% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | +0.63% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +5.59% | 加碼 |
| 6 | ROST | Ross Stores Inc | +0.2% | -2.61% | 減碼 |
| 7 | AMGN | Amgen Inc | +0.2% | -0.78% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.69% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -1.58% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.1% | +0.33% | 加碼 |
| 11 | COR | Cencora Inc | +0.1% | -0.84% | 減碼 |
| 12 | DOV | Dover CORP | +0.1% | -0.26% | 減碼 |
| 13 | WMT | Walmart Inc | +0.1% | -0.97% | 減碼 |
| 14 | EXPD | Expeditors Intl Wash Inc | +0.1% | -4.25% | 減碼 |
| 15 | RTX | Rtx CORP | +0.1% | +0.68% | 加碼 |
| 16 | JKHY | Jack Henry & Associates Inc | +0.1% | -1.49% | 減碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.27% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.24% | 加碼 |
| 19 | TJX | Tjx Companies Inc | +0.1% | -0.90% | 減碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +0.16% | 加碼 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | -0.58% | 減碼 |
| 22 | DHR | Danaher CORP | +0.1% | +0.37% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +24.74% | 加碼 |
| 24 | ABBV | Abbvie Inc | 0% | -1.78% | 減碼 |
| 25 | CASY | Casey's General Stores Inc | -0.1% | -1.68% | 減碼 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -1.51% | 減碼 |
| 27 | MO | Altria Group Inc | -0.1% | -0.86% | 減碼 |
| 28 | DGX | Quest Diagnostics Inc | -0.1% | +1.15% | 加碼 |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | -0.25% | 減碼 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -0.53% | 減碼 |
| 31 | ABT | Abbott Laboratories | -0.1% | -0.22% | 減碼 |
| 32 | NOC | Northrop Grumman CORP | -0.1% | -1.00% | 減碼 |
| 33 | LIN | Linde plc | -0.1% | +0.95% | 加碼 |
| 34 | CLX | Clorox Company | -0.1% | -2.10% | 減碼 |
| 35 | ORCL | Oracle CORP | -0.1% | +4.44% | 加碼 |
| 36 | MSFT | Microsoft CORP | -0.1% | +1.73% | 加碼 |
| 37 | COST | Costco Wholesale CORP | -0.1% | -2.13% | 減碼 |
| 38 | ADP | Automatic Data Processing | -0.1% | +1.24% | 加碼 |
| 39 | RMD | Resmed Inc | -0.2% | -2.97% | 減碼 |
| 40 | HD | Home Depot Inc | -0.2% | -0.86% | 減碼 |
| 41 | FAST | Fastenal Co | -0.2% | -0.43% | 減碼 |
| 42 | FISV | Fiserv Inc | -0.3% | -13.33% | 減碼 |
| 43 | ORLY | O'reilly Automotive Inc | -0.4% | -2.36% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.6% | -44.65% | 減碼 |
| 45 | UL | Unilever PLC | — | EXIT | 清倉 |
| 46 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 47 | KMB | Kimberly-clark CORP | — | EXIT | 清倉 |
| 48 | PGR | Progressive CORP | — | NEW | 新建倉 |
| 49 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，ICW Investment Advisors LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 145 個公開持股部位。
在 Q4 2025 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (2.9%)、AAPL (2.7%)、AVGO (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.9% 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
UL
市值: US$174.6萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$180.7萬
在 Q4 2025 季度中，ICW Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 17 個部位、減碼 27 個部位以及清倉 2 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。