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: 0001665337
申報總市值
US$5.1億
US$5.1億
262 檔
24.5%
Integrated Investment Consultants, LLC 在 Q4 2025 季度的美股部位總計估值為 US$5.1億，分散於 262 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Integrated Investment Consultants, LLC 採取防禦導向的調倉策略，本季減碼 56 檔個股並出清 78 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Integrated Investment Consultants, LLC 的前 5 大核心持股（包含 IWF, IWP, UWMC 等）合計佔整體申報市值的 24.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 262 檔）
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.11% | -0.75% | -31.20% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.85% | +0.08% | -45.53% | |
| 3 | UWMC | Uwm Holdings CORP | 股票-其他 | 4.59% | -2.16% | -0.24% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 4.05% | +0.23% | +14.26% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.76% | +0.26% | -5.99% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.46% | +0.38% | +1.41% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.16% | +0.57% | +4.63% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.91% | +0.53% | -1.08% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.65% | +1.72% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 2.42% | +0.30% | +1.25% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.22% | +0.13% | -7.34% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.17% | +0.06% | -0.82% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | -0.13% | -21.27% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.96% | +0.59% | -1.96% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.74% | +0.27% | +1.78% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.64% | +0.04% | -2.61% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.52% | +0.13% | +2.31% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.33% | +0.23% | +3.00% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.01% | -16.37% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | +0.01% | -0.35% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.08% | -4.88% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.02% | -27.13% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.04% | -0.21% | +1.34% | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.03% | +0.38% | +4.79% | |
| 25 | SKY | Champion Homes Inc | 股票-循環性消費 | 1.02% | -1.02% | EXIT | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | -0.92% | +0.20% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.87% | -0.10% | -13.36% | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.76% | +0.37% | +6.27% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | +0.09% | +64.70% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.03% | +108.58% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | +0.05% | +26.29% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | — | -8.06% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | -0.10% | +62.21% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.12% | -1.45% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | +0.11% | +53.86% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.59% | +0.25% | +2.67% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.22% | +59.07% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -10.81% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.03% | +114.18% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.02% | +140.89% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.53% | -0.03% | +101.20% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.51% | +0.02% | -1.93% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.08% | +46.48% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.06% | -2.23% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.47% | EXIT | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.13% | +44.88% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | +0.02% | -11.12% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.02% | +106.98% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.40% | -0.11% | +3.74% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | +0.08% | +3.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | +1% | +14.26% | 加碼 |
| 2 | IWD | Ishares Russell 1000 Value E | +0.6% | -5.99% | 減碼 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +1.41% | 加碼 |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +4.63% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.5% | +64.70% | 加碼 |
| 6 | IBM | Intl Business Machines CORP | +0.4% | +108.58% | 加碼 |
| 7 | VIOV | Vanguard S&p Small-cap 600 V | +0.4% | +1.25% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.4% | +140.89% | 加碼 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.4% | -0.82% | 減碼 |
| 10 | AFL | Aflac Inc | +0.3% | +716.12% | 加碼 |
| 11 | WMT | Walmart Inc | +0.3% | +114.18% | 加碼 |
| 12 | RTX | Rtx CORP | +0.3% | +101.20% | 加碼 |
| 13 | MRK | Merck & Co. Inc. | +0.3% | +53.86% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.3% | +59.07% | 加碼 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.3% | +62.21% | 加碼 |
| 16 | AAPL | Apple Inc | +0.3% | -7.34% | 減碼 |
| 17 | XOM | Exxon Mobil CORP | +0.3% | +88.32% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.3% | -16.37% | 減碼 |
| 19 | DGRO | Ishares Core Dividend Growth | +0.3% | +2.31% | 加碼 |
| 20 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +1.78% | 加碼 |
| 21 | SHEL | Shell Plc-adr | +0.2% | +489.78% | 加碼 |
| 22 | PEP | Pepsico Inc | +0.2% | +106.98% | 加碼 |
| 23 | IWN | Ishares Russell 2000 Value E | +0.2% | +3.00% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.2% | +46.48% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.2% | +1.72% | 加碼 |
| 26 | SKY | Champion Homes Inc | +0.2% | — | 不變 |
| 27 | WFC | Wells Fargo & Co | +0.2% | +96.81% | 加碼 |
| 28 | VONV | Vanguard Russell 1000 Value | +0.2% | +4.79% | 加碼 |
| 29 | IMCG | Ishares Morningstar Mid-cap | +0.2% | -1.96% | 減碼 |
| 30 | ABBV | Abbvie Inc | +0.2% | +26.29% | 加碼 |
| 31 | VTV | Vanguard Value ETF | +0.2% | -0.35% | 減碼 |
| 32 | EMR | Emerson Electric Co | +0.2% | +80.30% | 加碼 |
| 33 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.34% | 加碼 |
| 34 | CL | Colgate-palmolive Co | +0.2% | +264.06% | 加碼 |
| 35 | ABT | Abbott Laboratories | +0.2% | +44.88% | 加碼 |
| 36 | PFE | Pfizer Inc | +0.1% | +102.82% | 加碼 |
| 37 | MEAR | Ishrs Short Mat Muni Act ETF | +0.1% | +6.27% | 加碼 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.88% | 減碼 |
| 39 | KO | Coca-cola Co/the | +0.1% | +84.25% | 加碼 |
| 40 | DIS | Walt Disney Co/the | +0.1% | +46.55% | 加碼 |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | -11.12% | 減碼 |
| 42 | ICSH | Ishares Ultra Short Duration | +0.1% | +182.23% | 加碼 |
| 43 | EEM | Ishares Msci Emerging Market | +0.1% | +2.67% | 加碼 |
| 44 | MDLZ | Mondelez International Inc-a | +0.1% | +253.90% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | +0.1% | +38.77% | 加碼 |
| 46 | BMY | Bristol-myers Squibb Co | +0.1% | +57.44% | 加碼 |
| 47 | AGNC | Agnc Investment CORP | +0.1% | +74.67% | 加碼 |
| 48 | SCHW | Schwab (charles) CORP | +0.1% | +3.74% | 加碼 |
| 49 | FDS | Factset Research Systems Inc | +0.1% | +33.79% | 加碼 |
| 50 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.49% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Integrated Investment Consultants, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$5.1億，共申報了 262 個公開持股部位。
在 Q4 2025 季度，Integrated Investment Consultants, LLC 按市值排列的前三大核心持股分別為：IWF (7.1%)、IWP (4.8%)、UWMC (4.6%)。其中最大持股部位 IWF 佔據整體投資組合約 7.1% 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
RMD
市值: US$133.6萬
本季最大獲利了結 / 清倉標的
AROC
前期市值: US$1124.2萬
在 Q4 2025 季度中，Integrated Investment Consultants, LLC 共進行了 196 項持倉異動，包含新建倉 15 個部位、加碼 47 個部位、減碼 56 個部位以及清倉 78 個部位。 其中最大新建倉標的為 RMD。 本季清倉部位包含 AROC。
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。