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: 0000821197
申報總市值
US$136.9億
US$136.9億
818 檔
19.8%
截至 Q3 2025 季度末，Johnson Investment Counsel Inc 的美股持倉估值約為 US$136.9億，全數申報部位共有 818 檔。
觀察 Q3 2025 的申報異動，Johnson Investment Counsel Inc 採取了強勁的買進策略，建倉與加碼動作（合計 39 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Johnson Investment Counsel Inc 的前 5 大持股（包含 IVV, IWB, AAPL）貢獻了組合市值的 19.8%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 818 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.64% | +0.54% | +1.80% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.35% | +0.19% | +1.52% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.07% | +0.01% | -0.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.17% | +0.85% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.96% | -0.18% | -0.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | +0.26% | -4.59% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.15% | +0.13% | +2.16% | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.86% | +0.07% | +2.77% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.69% | -0.01% | +0.14% | |
| 10 | WMB | Williams Cos Inc | 股票-能源 | 1.63% | -0.22% | -0.68% | |
| 11 | ILOW | AB Internal Low Volat Eq ETF | ETF-其他 | 1.62% | -0.02% | +10.17% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.50% | +0.06% | +9.04% | |
| 13 | NVT | nVent Electric plc | 股票-工業 | 1.42% | +0.31% | -1.68% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.33% | -0.07% | -0.43% | |
| 15 | NDAQ | Nasdaq Inc | 股票-金融 | 1.17% | -0.17% | -15.58% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.14% | +0.25% | -2.61% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | +0.04% | +11.33% | |
| 18 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.11% | -0.18% | +2.88% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.11% | +0.12% | +2.80% | |
| 20 | AEP | American Electric Power | 股票-公用事業 | 1.10% | -0.10% | +0.15% | |
| 21 | DHR | Danaher CORP | 股票-醫療保健 | 1.10% | -0.12% | +2.90% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.09% | -0.20% | -1.29% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.07% | -0.17% | -0.60% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.04% | -0.34% | -4.58% | |
| 25 | WM | Waste Management Inc | 股票-工業 | 1.02% | -0.12% | +0.76% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.01% | -0.11% | +1.04% | |
| 27 | COR | Cencora Inc | 股票-醫療保健 | 1.01% | -0.23% | -2.84% | |
| 28 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 0.98% | -0.07% | +0.54% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +0.09% | +10.07% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.91% | +0.23% | -0.47% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | +0.09% | +3.58% | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 0.88% | +0.15% | +0.52% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.83% | +0.24% | +2.26% | |
| 34 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.83% | -0.21% | -0.22% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.83% | -0.06% | +0.61% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.26% | -2.69% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.16% | +0.00% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.78% | +0.09% | +1.35% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.77% | -0.11% | +0.95% | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.73% | -0.76% | EXIT | |
| 41 | AFG | American Financial Group Inc | 股票-金融 | 0.72% | -0.21% | -1.81% | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.70% | -0.04% | -0.03% | |
| 43 | ROP | Roper Technologies Inc | 股票-科技 | 0.68% | -0.12% | +2.84% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.04% | -0.34% | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.66% | -0.09% | +0.34% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.15% | +1.47% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.13% | -1.11% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.65% | +0.06% | +2.66% | |
| 49 | NDSN | Nordson CORP | 股票-工業 | 0.64% | — | -0.21% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | +0.32% | +3.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +0.85% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -4.59% | 減碼 |
| 3 | NVT | nVent Electric plc | +0.6% | -1.68% | 加碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1.80% | 加碼 |
| 5 | APH | Amphenol Corp-cl A | +0.4% | -2.61% | 減碼 |
| 6 | BKR | Baker Hughes Co | +0.4% | +10225.30% | 加碼 |
| 7 | ILOW | AB Internal Low Volat Eq ETF | +0.3% | +10.17% | 加碼 |
| 8 | IWB | Ishares Russell 1000 ETF | +0.3% | +1.52% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.47% | 加碼 |
| 10 | APO | Apollo Global Management Inc | +0.3% | +31.30% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.3% | +3.42% | 加碼 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.3% | +10.07% | 加碼 |
| 13 | ASML | ASML Holding N.V. | +0.2% | +2.26% | 加碼 |
| 14 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +9.04% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.2% | +6.14% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.2% | +1.98% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +0.15% | 加碼 |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | +60.66% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.1% | +0.56% | 減碼 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.58% | 加碼 |
| 21 | SHW | Sherwin-williams Co/the | +0.1% | +13.45% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +16.28% | 加碼 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.68% | 加碼 |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.52% | 加碼 |
| 25 | INTU | Intuit Inc | +0.1% | +25.05% | 加碼 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +17.76% | 加碼 |
| 27 | AMZN | Amazon.com Inc | +0.1% | +0.14% | 加碼 |
| 28 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.80% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -0.54% | 加碼 |
| 30 | FHN | First Horizon CORP | +0.1% | -1.04% | 加碼 |
| 31 | SCHG | Schwab US Large-cap Growth | +0.1% | +8.78% | 加碼 |
| 32 | ADI | Analog Devices Inc | +0.1% | +0.52% | 加碼 |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.21% | 加碼 |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +4.00% | 加碼 |
| 35 | IWR | Ishares Russell Mid-cap ETF | 0% | +2.16% | 加碼 |
| 36 | AVY | Avery Dennison CORP | 0% | +11.65% | 加碼 |
| 37 | AAPL | Apple Inc | 0% | -0.22% | 加碼 |
| 38 | TJX | Tjx Companies Inc | 0% | -0.60% | 減碼 |
| 39 | AFG | American Financial Group Inc | — | -1.81% | 加碼 |
| 40 | LNT | Alliant Energy CORP | -0.1% | +2.88% | 加碼 |
| 41 | CINF | Cincinnati Financial CORP | -0.1% | +2.77% | 加碼 |
| 42 | ADBE | Adobe Inc | -0.2% | -8.03% | 減碼 |
| 43 | ZTS | Zoetis Inc | -0.2% | -1.41% | 減碼 |
| 44 | EG | Everest Group, Ltd. | -0.2% | -15.03% | 減碼 |
| 45 | ROP | Roper Technologies Inc | -0.2% | +2.84% | 加碼 |
| 46 | CVX | Chevron CORP | -0.3% | -4.58% | 減碼 |
| 47 | MRSH | Marsh & Mclennan Cos | -0.3% | +0.95% | 減碼 |
| 48 | ACN | Accenture plc | -0.3% | -2.69% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | -0.9% | -0.46% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -1% | -31.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Johnson Investment Counsel Inc 在 Q3 2025 季度的美股持倉總市值約為 US$136.9億，共申報了 818 個公開持股部位。
在 Q3 2025 季度，Johnson Investment Counsel Inc 按市值排列的前三大核心持股分別為：IVV (7.6%)、IWB (4.3%)、AAPL (4.1%)。其中最大持股部位 IVV 佔據整體投資組合約 7.6% 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。
本季最大獲利了結 / 清倉標的
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前期市值: US$4.0億
在 Q3 2025 季度中，Johnson Investment Counsel Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 39 個部位、減碼 11 個部位以及清倉 0 個部位。
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。