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$2.8億
US$2.8億
144 檔
12.5%
在 Q2 2026 申報期間，ICW Investment Advisors LLC（CIK: 0001794820）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.8億，共持有 144 個公開申報部位。
從 Q2 2026 申報觀察，ICW Investment Advisors LLC 採取防禦導向的調倉策略，本季減碼 80 檔個股並出清 9 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, AVGO, CASY）累計市值佔比達 12.5%，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 | 2.84% | +0.44% | -0.32% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.45% | -0.18% | -1.27% | |
| 3 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.39% | -0.56% | -0.99% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | +0.32% | +0.43% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | +0.86% | +0.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.23% | -0.10% | -0.22% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.14% | +0.09% | +0.24% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.10% | +1.27% | +3.27% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | +0.11% | -0.24% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | -0.06% | -0.34% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.90% | +0.16% | +0.24% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.84% | -0.04% | -1.09% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.69% | -0.11% | -0.42% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.53% | +0.04% | -0.69% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.52% | -0.12% | -0.93% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.41% | -0.04% | +0.45% | |
| 17 | LIN | Linde plc | 股票-原物料 | 1.39% | -0.10% | -0.23% | |
| 18 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.34% | +0.13% | -0.90% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.32% | -0.16% | -0.79% | |
| 20 | COR | Cencora Inc | 股票-醫療保健 | 1.30% | +0.10% | -0.33% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.27% | -0.07% | +0.29% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | -0.22% | -0.59% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -1.21% | EXIT | |
| 24 | FAST | Fastenal Co | 股票-工業 | 1.21% | +0.05% | -0.28% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 1.16% | +0.20% | +0.23% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.14% | -0.07% | +0.39% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | -0.06% | +0.16% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.09% | +0.18% | +0.50% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 1.09% | +0.01% | -0.07% | |
| 30 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.08% | -0.16% | -0.05% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 1.06% | -0.06% | -0.31% | |
| 32 | NOC | Northrop Grumman CORP | 股票-工業 | 1.03% | -0.04% | -0.26% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.15% | +0.44% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.00% | +0.06% | -0.47% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.99% | -0.04% | -0.20% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | +0.03% | +0.19% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.94% | +0.08% | +0.35% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | -0.09% | -1.82% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.90% | -0.04% | +0.01% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.22% | -0.03% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | -0.01% | +0.18% | |
| 42 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.88% | +0.08% | -0.10% | |
| 43 | LHX | L3harris Technologies Inc | 股票-工業 | 0.86% | -0.16% | -0.18% | |
| 44 | GWW | Ww Grainger Inc | 股票-工業 | 0.82% | -0.07% | -0.97% | |
| 45 | DOV | Dover CORP | 股票-工業 | 0.82% | -0.13% | -1.02% | |
| 46 | RMD | Resmed Inc | 股票-醫療保健 | 0.82% | +0.11% | -1.12% | |
| 47 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.80% | -0.01% | -1.16% | |
| 48 | O | Realty Income CORP | 股票-房地產 | 0.79% | -0.09% | +0.30% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.78% | -0.10% | -0.09% | |
| 50 | DCI | Donaldson Co Inc | 股票-工業 | 0.76% | -0.02% | -0.53% |
| # | 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 | +0.4% | -0.22% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.4% | -1.27% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.3% | +0.45% | 加碼 |
| 4 | APH | Amphenol Corp-cl A | +0.3% | +0.16% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -1.82% | 減碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +3.27% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | -0.32% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +0.43% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.2% | +0.24% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +0.22% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.34% | 減碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -0.24% | 減碼 |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +0.66% | 加碼 |
| 14 | TXN | Texas Instruments Inc | +0.2% | -0.22% | 減碼 |
| 15 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 16 | GWW | Ww Grainger Inc | +0.1% | -0.97% | 減碼 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +0.32% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.16% | 減碼 |
| 19 | CASY | Casey's General Stores Inc | +0.1% | -0.99% | 減碼 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.19% | 加碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.30% | 加碼 |
| 22 | CARR | Carrier Global CORP | +0.1% | -0.41% | 減碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 24 | MU | Micron Technology Inc | +0.1% | NEW | 新建倉 |
| 25 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 26 | ADP | Automatic Data Processing | +0.1% | +0.50% | 加碼 |
| 27 | CNI | Canadian Natl Railway Co | +0.1% | -0.03% | 減碼 |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | NEW | 新建倉 |
| 29 | PWR | Quanta Services Inc | +0.1% | NEW | 新建倉 |
| 30 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 31 | AMAT | Applied Materials Inc | +0.1% | -2.84% | 減碼 |
| 32 | SBUX | Starbucks CORP | +0.1% | -0.57% | 減碼 |
| 33 | ADI | Analog Devices Inc | +0.1% | +0.21% | 加碼 |
| 34 | KDP | Keurig Dr Pepper Inc | +0.1% | -2.02% | 減碼 |
| 35 | EXPD | Expeditors Intl Wash Inc | +0.1% | -1.42% | 減碼 |
| 36 | PSA | Public Storage | +0.1% | -0.07% | 減碼 |
| 37 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +12.82% | 加碼 |
| 38 | HEI-A | Heico Corp-class A | +0.1% | +0.30% | 加碼 |
| 39 | SHW | Sherwin-williams Co/the | +0.1% | +0.29% | 加碼 |
| 40 | AME | Ametek Inc | +0.1% | -0.58% | 減碼 |
| 41 | UNP | Union Pacific CORP | +0.1% | +0.02% | 加碼 |
| 42 | ASML | ASML Holding N.V. | +0.1% | — | 不變 |
| 43 | DGX | Quest Diagnostics Inc | 0% | -0.10% | 減碼 |
| 44 | CMI | Cummins Inc | 0% | -2.04% | 減碼 |
| 45 | HD | Home Depot Inc | 0% | -0.59% | 減碼 |
| 46 | KO | Coca-cola Co/the | 0% | -0.47% | 減碼 |
| 47 | DOV | Dover CORP | 0% | -1.02% | 減碼 |
| 48 | CL | Colgate-palmolive Co | 0% | -0.19% | 減碼 |
| 49 | MO | Altria Group Inc | 0% | -0.24% | 減碼 |
| 50 | WAT | Waters CORP | 0% | -1.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，ICW Investment Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 144 個公開持股部位。
在 Q2 2026 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (2.8%)、AVGO (2.5%)、CASY (2.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.8% 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
KLAC
市值: US$39.5萬
本季最大獲利了結 / 清倉標的
ACN
前期市值: US$120.3萬
在 Q2 2026 季度中，ICW Investment Advisors LLC 共進行了 148 項持倉異動，包含新建倉 6 個部位、加碼 53 個部位、減碼 80 個部位以及清倉 9 個部位。 其中最大新建倉標的為 KLAC。 本季清倉部位包含 ACN。
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。