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
266 檔
19.5%
根據最新整理的 13F 季度數據集，Ironwood Investment Counsel, LLC 於 Q4 2025 結束時的管理資產規模為 US$7.6億。該機構在本季度申報了 266 檔美股持倉，呈現出該時期的主要投資地圖。
Ironwood Investment Counsel, LLC 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 19 檔持股的同時，亦同步清倉 1 檔並減碼 25 檔標的。
整體而言，Ironwood Investment Counsel, LLC 的前 5 大持股（包含 MSFT, AAPL, FNDA）貢獻了組合市值的 19.5%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
AKRE
市值: US$2254.6萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$710.3萬
僅顯示前 200 大持股（共 266 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 | 5.64% | -0.37% | -2.54% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.66% | +0.13% | -1.36% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.35% | +0.14% | -4.49% | |
| 4 | AKRE | Akre Focus ETF | ETF-其他 | 3.15% | -0.27% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.96% | +0.20% | -9.75% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | +0.09% | +0.33% | |
| 7 | AXP | American Express Co | 股票-金融 | 1.91% | +0.03% | -4.24% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.87% | +0.21% | +2.94% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.85% | -0.09% | -0.92% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.78% | -0.19% | -3.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.74% | -0.07% | -2.31% | |
| 12 | ACN | Accenture plc | 股票-科技 | 1.49% | -0.36% | +29.03% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | -0.06% | -1.53% | |
| 14 | CMI | Cummins Inc | 股票-工業 | 1.33% | +0.02% | -5.31% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | +0.03% | -0.74% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.31% | +0.04% | -3.77% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.27% | +0.74% | -13.80% | |
| 18 | SYY | Sysco CORP | 股票-非循環性消費 | 1.21% | +0.13% | +1.79% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.17% | +0.32% | -1.22% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.28% | +2.14% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.12% | -4.97% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.12% | -0.13% | +1.29% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.12% | +0.09% | -0.74% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 1.10% | -0.82% | +20.51% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.05% | +0.13% | +92.32% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.97% | -0.14% | -43.02% | |
| 27 | TER | Teradyne Inc | 股票-科技 | 0.96% | +0.37% | -17.24% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.94% | +0.01% | -3.82% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | +0.12% | +0.27% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.91% | -0.06% | +1.99% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.90% | -0.12% | +0.57% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.90% | -0.25% | +0.92% | |
| 33 | WDAY | Workday Inc-class A | 股票-科技 | 0.88% | -0.61% | +15.64% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.85% | +0.07% | +4.58% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | — | +15.31% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.84% | -0.15% | +23.93% | |
| 37 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.83% | -0.02% | +0.25% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.11% | -6.11% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.80% | +0.08% | +2.62% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.78% | — | -5.49% | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.75% | +0.04% | -1.15% | |
| 42 | CTVA | Corteva Inc | 股票-原物料 | 0.74% | -0.07% | +2.48% | |
| 43 | DG | Dollar General CORP | 股票-非循環性消費 | 0.74% | -0.02% | +0.66% | |
| 44 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.74% | -0.02% | -8.61% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.10% | -3.06% | |
| 46 | MCK | Mckesson CORP | 股票-醫療保健 | 0.70% | -0.17% | -6.97% | |
| 47 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.64% | -0.01% | -11.19% | |
| 48 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.63% | -0.10% | +4.17% | |
| 49 | OGE | Oge Energy CORP | 股票-公用事業 | 0.60% | -0.05% | — | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.04% | -0.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.5% | +92.32% | 加碼 |
| 2 | ACN | Accenture plc | +0.4% | +29.03% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -9.75% | 減碼 |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +303.53% | 加碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +156.25% | 加碼 |
| 6 | AMGN | Amgen Inc | +0.2% | +15.31% | 加碼 |
| 7 | ADBE | Adobe Inc | +0.1% | +20.51% | 加碼 |
| 8 | DG | Dollar General CORP | +0.1% | +0.66% | 加碼 |
| 9 | UPS | United Parcel Service-cl B | +0.1% | +4.58% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.1% | -2.49% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -3.06% | 減碼 |
| 12 | CMI | Cummins Inc | +0.1% | -5.31% | 減碼 |
| 13 | ELV | Elevance Health Inc | +0.1% | +23.79% | 加碼 |
| 14 | DOX | Amdocs Limited | +0.1% | +35.62% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.92% | 減碼 |
| 16 | TER | Teradyne Inc | +0.1% | -17.24% | 減碼 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +23.93% | 加碼 |
| 18 | MRK | Merck & Co., Inc. | +0.1% | -8.61% | 減碼 |
| 19 | CCI | Crown Castle Inc | +0.1% | +34.77% | 加碼 |
| 20 | USB | US Bancorp | +0.1% | -0.74% | 減碼 |
| 21 | CAH | Cardinal Health Inc | +0.1% | -11.19% | 減碼 |
| 22 | PSLV | Sprott Physical Silver Trust | +0.1% | — | 不變 |
| 23 | LRCXEUR | Lam Research CORP | +0.1% | +12.42% | 加碼 |
| 24 | AAPL | Apple Inc | 0% | -1.36% | 減碼 |
| 25 | AXP | American Express Co | 0% | -4.24% | 減碼 |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +2.94% | 加碼 |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +2.62% | 加碼 |
| 28 | AMZN | Amazon.com Inc | 0% | +0.33% | 加碼 |
| 29 | CLX | Clorox Company | -0.1% | -36.43% | 減碼 |
| 30 | SBUX | Starbucks CORP | -0.1% | -34.00% | 減碼 |
| 31 | VO | Vanguard Mid-cap ETF | -0.1% | -23.43% | 減碼 |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -7.90% | 減碼 |
| 33 | BRO | Brown & Brown Inc | -0.1% | -0.38% | 減碼 |
| 34 | TTD | Trade Desk Inc/the -class A | -0.1% | +6.87% | 加碼 |
| 35 | COST | Costco Wholesale CORP | -0.1% | -2.75% | 減碼 |
| 36 | OGE | Oge Energy CORP | -0.1% | — | 不變 |
| 37 | ABBV | Abbvie Inc | -0.1% | -18.31% | 減碼 |
| 38 | VZ | Verizon Communications Inc | -0.1% | -12.53% | 減碼 |
| 39 | ✓ | Laboratory Corp. of America | -0.2% | +0.25% | 加碼 |
| 40 | SYY | Sysco CORP | -0.2% | +1.79% | 加碼 |
| 41 | META | Meta Platforms Inc-class A | -0.2% | -6.11% | 減碼 |
| 42 | JMST | JPM Ultra-short Muni Income | -0.2% | -25.36% | 減碼 |
| 43 | HD | Home Depot Inc | -0.2% | -5.49% | 減碼 |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.4% | -4.49% | 減碼 |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.8% | -43.02% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.8% | -2.54% | 減碼 |
| 47 | AKRE | Akre Focus ETF | — | NEW | 新建倉 |
| 48 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 49 | CTRI | Centuri Holdings Inc | — | NEW | 新建倉 |
| 50 | TGT | Target CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Counsel, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$7.6億，共申報了 266 個公開持股部位。
在 Q4 2025 季度，Ironwood Investment Counsel, LLC 按市值排列的前三大核心持股分別為：MSFT (5.6%)、AAPL (4.7%)、FNDA (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.6% 的權重。
在 Q4 2025 季度中，Ironwood Investment Counsel, LLC 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AKRE。 本季清倉部位包含 FISV。
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。
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。
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。