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
263 檔
16.9%
在 Q1 2026 的 13F 官方備案中，Ironwood Investment Counsel, LLC 管理的美股投資組合規模來到 US$7.6億，整體持股檔數為 263 檔。
觀察 Q1 2026 的資金脈絡，Ironwood Investment Counsel, LLC 在獲利結算 12 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Ironwood Investment Counsel, LLC 的前 5 大核心持股（包含 AAPL, FNDA, MSFT 等）合計佔整體申報市值的 16.9%，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 263 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 | AAPL | Apple Inc | 股票-科技 | 4.45% | +0.13% | -0.88% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 4.39% | +0.14% | -4.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.37% | -1.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.68% | +0.20% | -4.61% | |
| 5 | AKRE | Akre Focus ETF | ETF-其他 | 2.66% | -0.27% | +1.33% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.22% | -0.09% | -1.56% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | +0.09% | +2.00% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.09% | +0.21% | +6.22% | |
| 9 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.74% | -0.07% | +1.58% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.71% | -0.19% | -0.88% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.62% | +0.03% | +0.96% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.62% | -0.14% | +61.54% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工業 | 1.51% | -0.28% | +1.21% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.37% | -0.06% | +3.80% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.33% | -0.36% | +17.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.26% | +0.04% | -2.24% | |
| 17 | SYY | Sysco CORP | 股票-非循環性消費 | 1.23% | +0.13% | +1.97% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | +0.03% | -1.70% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.16% | +0.09% | +3.26% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.10% | +0.13% | -0.13% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.09% | -0.25% | +9.21% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.09% | -0.13% | +4.68% | |
| 23 | TER | Teradyne Inc | 股票-科技 | 1.08% | +0.37% | -28.37% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.04% | +0.74% | -34.42% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.12% | -2.65% | |
| 26 | CTVA | Corteva Inc | 股票-原物料 | 1.01% | -0.07% | +5.36% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 0.99% | +0.02% | -31.91% | |
| 28 | AMGN | Amgen Inc | 股票-醫療保健 | 0.99% | — | +5.79% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.98% | -0.12% | +8.30% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.98% | +0.32% | +8.06% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.94% | -0.15% | +13.22% | |
| 32 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.94% | -0.02% | +2.84% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 0.94% | +0.07% | +7.86% | |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.93% | +0.08% | +3.67% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.12% | +2.12% | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.82% | +13.35% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.89% | -0.10% | +40.26% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | -0.06% | +5.57% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.23% | +4.50% | |
| 40 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.82% | -0.02% | -5.86% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.01% | -1.74% | |
| 42 | MCK | Mckesson CORP | 股票-醫療保健 | 0.75% | -0.17% | -1.73% | |
| 43 | DG | Dollar General CORP | 股票-非循環性消費 | 0.73% | -0.02% | +6.02% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | — | -6.69% | |
| 45 | OGE | Oge Energy CORP | 股票-公用事業 | 0.69% | -0.05% | — | |
| 46 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.68% | -0.12% | +3.56% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.10% | -2.78% | |
| 48 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.66% | -0.01% | -3.44% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.11% | -10.03% | |
| 50 | WDAY | Workday Inc-class A | 股票-科技 | 0.65% | -0.61% | +19.59% |
| # | 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 | +0.7% | +61.54% | 加碼 |
| 2 | INTU | Intuit Inc | +0.4% | +348.78% | 加碼 |
| 3 | CRM | Salesforce Inc | +0.4% | +372.69% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.4% | -1.56% | 減碼 |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +1.21% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +4.50% | 加碼 |
| 7 | CTVA | Corteva Inc | +0.3% | +5.36% | 加碼 |
| 8 | FPE | Ft-preferred Secur & Inc ETF | +0.3% | +40.26% | 加碼 |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +6.22% | 加碼 |
| 10 | PEP | Pepsico Inc | +0.2% | +9.21% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.2% | +5.79% | 加碼 |
| 12 | GLW | Corning Inc | +0.1% | -10.23% | 減碼 |
| 13 | HSY | Hershey Co/the | +0.1% | +3.56% | 加碼 |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +3.67% | 加碼 |
| 15 | TER | Teradyne Inc | +0.1% | -28.37% | 減碼 |
| 16 | ✓ | Laboratory Corp. of America | +0.1% | +2.84% | 加碼 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +13.22% | 加碼 |
| 18 | CVX | Chevron CORP | +0.1% | -7.45% | 減碼 |
| 19 | OGE | Oge Energy CORP | +0.1% | — | 不變 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +7.86% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | -1.70% | 減碼 |
| 22 | MRK | Merck & Co., Inc. | +0.1% | -5.86% | 減碼 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +8.30% | 加碼 |
| 24 | T | At&t Inc | +0.1% | -0.96% | 減碼 |
| 25 | WMT | Walmart Inc | +0.1% | -0.71% | 減碼 |
| 26 | CAT | Caterpillar Inc | +0.1% | -0.70% | 減碼 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +3.80% | 加碼 |
| 28 | COST | Costco Wholesale CORP | +0.1% | -7.04% | 減碼 |
| 29 | CCI | Crown Castle Inc | +0.1% | +17.54% | 加碼 |
| 30 | MCK | Mckesson CORP | +0.1% | -1.73% | 減碼 |
| 31 | IWD | Ishares Russell 1000 Value E | +0.1% | -0.13% | 減碼 |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -4.86% | 減碼 |
| 33 | HUBB | Hubbell Inc | 0% | +0.05% | 加碼 |
| 34 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.63% | 加碼 |
| 35 | USB | US Bancorp | 0% | +3.26% | 加碼 |
| 36 | GEV | GE Vernova Inc | 0% | +1.17% | 加碼 |
| 37 | XLC | Ss Comm Select Sector Spdr | 0% | +23.25% | 加碼 |
| 38 | DE | Deere & Co | 0% | -0.15% | 減碼 |
| 39 | LRCXEUR | Lam Research CORP | 0% | -6.21% | 減碼 |
| 40 | MDLZ | Mondelez International Inc-a | 0% | +4.69% | 加碼 |
| 41 | HON | Honeywell International Inc | 0% | -0.28% | 減碼 |
| 42 | AGG | Ishares Core U.s. Aggregate | 0% | +9.95% | 加碼 |
| 43 | MPC | Marathon Petroleum CORP | 0% | -2.06% | 減碼 |
| 44 | KO | Coca-cola Co/the | 0% | +0.70% | 加碼 |
| 45 | CTRI | Centuri Holdings Inc | 0% | — | 不變 |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +0.39% | 加碼 |
| 47 | VB | Vanguard Small-cap ETF | 0% | +0.04% | 加碼 |
| 48 | GE | General Electric | 0% | +32.25% | 加碼 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.86% | 加碼 |
| 50 | FDX | Fedex CORP | 0% | +0.20% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ironwood Investment Counsel, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.6億，共申報了 263 個公開持股部位。
在 Q1 2026 季度，Ironwood Investment Counsel, LLC 按市值排列的前三大核心持股分別為：AAPL (4.5%)、FNDA (4.4%)、MSFT (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.5% 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
NOW
市值: US$239.9萬
本季最大獲利了結 / 清倉標的
CL
前期市值: US$55.2萬
在 Q1 2026 季度中，Ironwood Investment Counsel, LLC 共進行了 188 項持倉異動，包含新建倉 9 個部位、加碼 76 個部位、減碼 91 個部位以及清倉 12 個部位。 其中最大新建倉標的為 NOW。 本季清倉部位包含 CL。
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。