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: 0001330463
申報總市值
US$7.6億
US$7.6億
262 檔
18.7%
Ironwood Investment Counsel, LLC 在 Q3 2025 季度的美股部位總計估值為 US$7.6億，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。
Q3 2025 數據顯示 Ironwood Investment Counsel, LLC 積極進場，新開立 3 個部位並同步加碼 31 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Ironwood Investment Counsel, LLC 的前 5 大核心持股（包含 MSFT, FNDA, AAPL 等）合計佔整體申報市值的 18.7%，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 | MSFT | Microsoft CORP | 股票-科技 | 6.47% | -0.37% | -5.15% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.70% | +0.14% | -12.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.62% | +0.13% | -3.55% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.66% | +0.20% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | +0.09% | — | |
| 6 | AXP | American Express Co | 股票-金融 | 1.87% | +0.03% | -0.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.86% | -0.07% | +1.71% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.84% | -0.19% | +0.37% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.83% | +0.21% | +5.17% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.79% | -0.14% | +445.44% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | -0.09% | +1.66% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.06% | -48.77% | |
| 13 | SYY | Sysco CORP | 股票-非循環性消費 | 1.39% | +0.13% | +0.73% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.38% | +0.04% | +0.29% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.37% | +0.74% | -21.96% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | +0.03% | -1.97% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.22% | -0.28% | +3.00% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 1.22% | +0.02% | -18.31% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.21% | +0.12% | -8.31% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.20% | +0.32% | +3.82% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 1.15% | -0.13% | +2.52% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.11% | -0.36% | +9.78% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.06% | +0.09% | -0.53% | |
| 24 | FISV | Fiserv Inc | 股票-其他 | 1.04% | — | +21.87% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.02% | — | -5.30% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | -0.11% | -38.46% | |
| 27 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.99% | -0.02% | +3.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | +0.12% | -2.68% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.97% | -0.12% | +3.45% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | +0.01% | -7.12% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.82% | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | -0.06% | -0.03% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.91% | -0.25% | +3.38% | |
| 34 | WDAY | Workday Inc-class A | 股票-科技 | 0.89% | -0.61% | +16.88% | |
| 35 | TER | Teradyne Inc | 股票-科技 | 0.86% | +0.37% | +7.60% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.78% | +0.04% | +11.35% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.77% | +0.42% | +245.26% | |
| 38 | CTVA | Corteva Inc | 股票-原物料 | 0.77% | -0.07% | +3.71% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.76% | +0.08% | +3.02% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.74% | -0.15% | +3.42% | |
| 41 | MCK | Mckesson CORP | 股票-醫療保健 | 0.74% | -0.17% | -43.40% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.71% | +0.07% | +5.81% | |
| 43 | OGE | Oge Energy CORP | 股票-公用事業 | 0.68% | -0.05% | — | |
| 44 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.67% | -0.02% | -16.75% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.66% | — | +15.24% | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.63% | -0.10% | +24.05% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | -0.04% | -0.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | +0.10% | — | |
| 49 | DG | Dollar General CORP | 股票-非循環性消費 | 0.60% | -0.02% | +2.69% | |
| 50 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.60% | -0.12% | +0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.1% | +445.44% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | — | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -5.15% | 減碼 |
| 4 | AVGO | Broadcom Inc | +0.5% | -8.31% | 加碼 |
| 5 | JMST | JPM Ultra-short Muni Income | +0.4% | +245.26% | 加碼 |
| 6 | TER | Teradyne Inc | +0.4% | +7.60% | 加碼 |
| 7 | AMGN | Amgen Inc | +0.4% | +15.24% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.3% | +11.35% | 加碼 |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +5.17% | 加碼 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.29% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.3% | -2.68% | 減碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.97% | 加碼 |
| 13 | DOX | Amdocs Limited | +0.2% | — | 加碼 |
| 14 | ✓ | Laboratory Corp. of America | +0.1% | +3.36% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | 減碼 |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +38.86% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.14% | 加碼 |
| 18 | WDAY | Workday Inc-class A | +0.1% | +16.88% | 加碼 |
| 19 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +24.05% | 加碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +43.67% | 加碼 |
| 21 | AXP | American Express Co | +0.1% | -0.97% | 減碼 |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -3.95% | 加碼 |
| 23 | AMZN | Amazon.com Inc | +0.1% | — | 加碼 |
| 24 | QCOM | Qualcomm Inc | +0.1% | +3.82% | 加碼 |
| 25 | KLAC | Kla CORP | +0.1% | -21.96% | 減碼 |
| 26 | DG | Dollar General CORP | +0.1% | +2.69% | 加碼 |
| 27 | SCHW | Schwab (charles) CORP | 0% | +0.37% | 減碼 |
| 28 | LMT | Lockheed Martin CORP | 0% | +3.00% | 加碼 |
| 29 | DIS | Walt Disney Co/the | 0% | -0.03% | 加碼 |
| 30 | CTVA | Corteva Inc | 0% | +3.71% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | 0% | +3.45% | 加碼 |
| 32 | CMI | Cummins Inc | 0% | -18.31% | 減碼 |
| 33 | USB | US Bancorp | 0% | -0.53% | 加碼 |
| 34 | JNJ | Johnson & Johnson | 0% | +1.66% | 加碼 |
| 35 | HD | Home Depot Inc | 0% | -5.30% | 加碼 |
| 36 | MDT | Medtronic plc | -0.1% | +2.52% | 加碼 |
| 37 | SYY | Sysco CORP | -0.1% | +0.73% | 加碼 |
| 38 | AAPL | Apple Inc | -0.2% | -3.55% | 減碼 |
| 39 | BRO | Brown & Brown Inc | -0.2% | -2.22% | 減碼 |
| 40 | SBUX | Starbucks CORP | -0.2% | -21.61% | 減碼 |
| 41 | CAH | Cardinal Health Inc | -0.3% | -20.36% | 減碼 |
| 42 | HYD | Vaneck High Yield Muni ETF | -0.3% | -17.56% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -0.4% | -38.46% | 減碼 |
| 44 | ACN | Accenture plc | -0.4% | +9.78% | 加碼 |
| 45 | FISV | Fiserv Inc | -0.5% | +21.87% | 加碼 |
| 46 | MRK | Merck & Co., Inc. | -0.5% | -16.75% | 減碼 |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | -1.2% | -12.26% | 減碼 |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建倉 |
| 49 | ELV | Elevance Health Inc | — | NEW | 新建倉 |
| 50 | ES | Eversource Energy | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Counsel, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$7.6億，共申報了 262 個公開持股部位。
在 Q3 2025 季度，Ironwood Investment Counsel, LLC 按市值排列的前三大核心持股分別為：MSFT (6.5%)、FNDA (4.7%)、AAPL (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.5% 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
TTD
市值: US$259.7萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$3413.8萬
在 Q3 2025 季度中，Ironwood Investment Counsel, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 31 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 TTD。
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。