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
147 檔
11.0%
在 Q1 2026 的 13F 官方備案中，ICW Investment Advisors LLC 管理的美股投資組合規模來到 US$2.9億，整體持股檔數為 147 檔。
ICW Investment Advisors LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 106 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 AAPL, MSFT, CASY）累計市值佔比達 11.0%，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 | AAPL | Apple Inc | 股票-科技 | 2.58% | +0.26% | +1.56% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.04% | +5.22% | |
| 3 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.28% | +0.11% | -2.47% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | +0.35% | +2.42% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | +0.24% | +8.56% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.05% | -0.21% | +4.09% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 1.91% | -0.01% | +1.70% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.91% | +0.23% | -0.76% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +0.18% | +2.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.86% | +0.37% | +3.33% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.84% | +0.19% | +16.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.83% | +0.27% | -7.30% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.76% | -0.07% | +1.51% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.74% | -0.22% | -2.15% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | -0.35% | +0.66% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.53% | — | -2.60% | |
| 17 | COR | Cencora Inc | 股票-醫療保健 | 1.50% | -0.20% | -0.60% | |
| 18 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.45% | -0.13% | -0.62% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工業 | 1.43% | -0.40% | -2.47% | |
| 20 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.42% | -0.08% | -2.16% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.38% | +0.01% | +3.30% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.34% | -0.20% | +4.33% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工業 | 1.33% | -0.24% | -0.28% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.22% | +0.05% | +1.71% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.22% | -0.19% | +1.33% | |
| 26 | FAST | Fastenal Co | 股票-工業 | 1.21% | — | +1.07% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.19% | +0.03% | +0.97% | |
| 28 | AMGN | Amgen Inc | 股票-醫療保健 | 1.16% | — | -0.81% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.26% | -5.52% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.11% | +0.30% | -40.92% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.10% | -0.16% | +1.51% | |
| 32 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.08% | — | +3.11% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 1.07% | -0.01% | -0.39% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 1.05% | -0.19% | -1.69% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 1.04% | -0.05% | +4.02% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | +0.08% | +3.23% | |
| 37 | RMD | Resmed Inc | 股票-醫療保健 | 0.98% | -0.16% | +4.89% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.97% | +0.03% | -0.32% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.90% | — | +0.64% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | -0.01% | +6.50% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | +0.10% | -22.51% | |
| 42 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.86% | -0.16% | +0.90% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.86% | -0.08% | +8.70% | |
| 44 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.84% | +0.04% | +2.23% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.82% | +0.29% | +2.67% | |
| 46 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.81% | -0.01% | +1.48% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.80% | -0.01% | +0.94% | |
| 48 | DOV | Dover CORP | 股票-工業 | 0.79% | +0.03% | -1.32% | |
| 49 | DCI | Donaldson Co Inc | 股票-工業 | 0.75% | +0.01% | -1.53% | |
| 50 | BCPC | Balchem CORP | 股票-原物料 | 0.73% | -0.04% | -0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores Inc | +0.5% | -2.47% | 減碼 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +0.66% | 加碼 |
| 3 | COST | Costco Wholesale CORP | +0.3% | +4.09% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | -0.28% | 減碼 |
| 5 | CVX | Chevron CORP | +0.2% | -5.52% | 減碼 |
| 6 | LIN | Linde plc | +0.2% | +3.30% | 加碼 |
| 7 | ROST | Ross Stores Inc | +0.2% | -2.16% | 減碼 |
| 8 | NOC | Northrop Grumman CORP | +0.2% | -2.47% | 減碼 |
| 9 | JNJ | Johnson & Johnson | +0.2% | -2.60% | 減碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +8.70% | 加碼 |
| 11 | FAST | Fastenal Co | +0.2% | +1.07% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.1% | +4.33% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | -2.15% | 減碼 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | -1.69% | 減碼 |
| 15 | APD | Air Products & Chemicals Inc | +0.1% | +7.41% | 加碼 |
| 16 | HSY | Hershey Co/the | +0.1% | +0.90% | 加碼 |
| 17 | DGX | Quest Diagnostics Inc | +0.1% | +2.23% | 加碼 |
| 18 | SO | Southern Co/the | +0.1% | +4.51% | 加碼 |
| 19 | CHD | Church & Dwight Co Inc | +0.1% | +1.48% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | +4.02% | 加碼 |
| 21 | TGT | Target CORP | +0.1% | -2.49% | 減碼 |
| 22 | WEC | Wec Energy Group Inc | +0.1% | +4.64% | 加碼 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +16.04% | 加碼 |
| 24 | KO | Coca-cola Co/the | +0.1% | -0.32% | 減碼 |
| 25 | AMGN | Amgen Inc | +0.1% | -0.81% | 減碼 |
| 26 | CARR | Carrier Global CORP | +0.1% | +15.32% | 加碼 |
| 27 | GWW | Ww Grainger Inc | +0.1% | +2.65% | 加碼 |
| 28 | O | Realty Income CORP | +0.1% | +0.94% | 加碼 |
| 29 | MO | Altria Group Inc | +0.1% | +0.87% | 加碼 |
| 30 | RSG | Republic Services Inc | +0.1% | +6.90% | 加碼 |
| 31 | BCPC | Balchem CORP | +0.1% | -0.72% | 減碼 |
| 32 | ADI | Analog Devices Inc | +0.1% | +6.22% | 加碼 |
| 33 | YUM | Yum! Brands Inc | +0.1% | +3.11% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +6.50% | 加碼 |
| 35 | NJR | New Jersey Resources CORP | +0.1% | -0.07% | 減碼 |
| 36 | UNP | Union Pacific CORP | +0.1% | +6.65% | 加碼 |
| 37 | CL | Colgate-palmolive Co | +0.1% | +0.93% | 加碼 |
| 38 | ITW | Illinois Tool Works | +0.1% | +0.64% | 加碼 |
| 39 | ETN | Eaton Corporation plc | +0.1% | +44.53% | 加碼 |
| 40 | ODFL | Old Dominion Freight Line | +0.1% | +4.63% | 加碼 |
| 41 | ORLY | O'reilly Automotive Inc | 0% | +1.51% | 加碼 |
| 42 | TJX | Tjx Companies Inc | 0% | -0.62% | 減碼 |
| 43 | CNI | Canadian Natl Railway Co | 0% | +3.78% | 加碼 |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | +17.37% | 加碼 |
| 45 | WSO | Watsco Inc | 0% | +21.43% | 加碼 |
| 46 | TXN | Texas Instruments Inc | 0% | +2.48% | 加碼 |
| 47 | AME | Ametek Inc | 0% | +2.12% | 加碼 |
| 48 | META | Meta Platforms Inc-class A | 0% | +23.62% | 加碼 |
| 49 | DOV | Dover CORP | 0% | -1.32% | 減碼 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +16.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，ICW Investment Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.9億，共申報了 147 個公開持股部位。
在 Q1 2026 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (2.6%)、MSFT (2.3%)、CASY (2.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.6% 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
BRK-B
市值: US$40.9萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$36.8萬
在 Q1 2026 季度中，ICW Investment Advisors LLC 共進行了 147 項持倉異動，包含新建倉 4 個部位、加碼 106 個部位、減碼 35 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BRK-B。 本季清倉部位包含 AZNN。
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。