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: 0001353651
申報總市值
US$13.2億
US$13.2億
72 檔
51.9%
截至 Q3 2025 季度末，Leith Wheeler Investment Counsel Ltd. 的美股持倉估值約為 US$13.2億，全數申報部位共有 72 檔。
在 Q3 2025，Leith Wheeler Investment Counsel Ltd. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 27 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 IVV, UNH, MDT）占據了總市值的 51.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
UNH
市值: US$5466.4萬
本季最大獲利了結 / 清倉標的
WFC
前期市值: US$4895.8萬
| # | 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 | 32.70% | +1.64% | -4.91% | |
| 2 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.70% | +0.63% | +234.80% | |
| 3 | MDT | Medtronic plc | 股票-醫療保健 | 3.37% | -0.35% | +48.21% | |
| 4 | LHX | L3harris Technologies Inc | 股票-工業 | 3.33% | -0.69% | -9.58% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.11% | +0.36% | -22.18% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 2.55% | -0.11% | +60.76% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.42% | -2.09% | EXIT | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.23% | -0.21% | -12.18% | |
| 9 | EA | Electronic Arts Inc | 股票-通訊服務 | 2.21% | — | -12.83% | |
| 10 | HSIC | Henry Schein Inc | 股票-醫療保健 | 2.20% | -0.95% | -8.29% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.19% | -0.50% | -4.41% | |
| 12 | ADSK | Autodesk Inc | 股票-科技 | 2.05% | -0.57% | -12.99% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.89% | — | +4126.02% | |
| 14 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.87% | -0.26% | -11.28% | |
| 15 | BWA | Borgwarner Inc | 股票-循環性消費 | 1.84% | +0.47% | -40.47% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | — | +3637.38% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | +0.12% | -11.13% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | +0.02% | -3.37% | |
| 19 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.43% | -0.40% | +27.38% | |
| 20 | KD | Kyndryl Holdings Inc | 股票-科技 | 1.28% | -0.70% | EXIT | |
| 21 | COR | Cencora Inc | 股票-醫療保健 | 1.18% | -0.18% | -23.21% | |
| 22 | SEIC | Sei Investments Company | 股票-金融 | 1.17% | -0.11% | +1.45% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.10% | -0.01% | — | |
| 24 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.08% | -0.01% | -8.89% | |
| 25 | CPAY | Corpay Inc | 股票-科技 | 1.04% | -0.03% | +6.59% | |
| 26 | KEYS | Keysight Technologies In | 股票-科技 | 0.94% | +0.13% | -5.77% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.89% | — | +5163.45% | |
| 28 | GPN | Global Payments Inc | 股票-工業 | 0.88% | — | -58.35% | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.83% | -0.33% | -24.95% | |
| 30 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.80% | -0.08% | -5.76% | |
| 31 | ORI | Old Republic Intl CORP | 股票-金融 | 0.77% | -0.06% | -5.77% | |
| 32 | HUM | Humana Inc | 股票-醫療保健 | 0.73% | — | -2.28% | |
| 33 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.72% | +0.93% | NEW | |
| 34 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.70% | -0.08% | -46.17% | |
| 35 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.70% | -0.09% | -5.75% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 0.68% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | +0.27% | -11.40% | |
| 38 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.65% | +0.01% | -5.81% | |
| 39 | CNM | Core & Main Inc-class A | 股票-工業 | 0.64% | -0.08% | +1.66% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | — | |
| 41 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.60% | +0.09% | -5.79% | |
| 42 | MIDD | Middleby CORP | 股票-工業 | 0.60% | +0.13% | -5.76% | |
| 43 | HAYW | Hayward Holdings Inc | 股票-其他 | 0.60% | +0.11% | -5.74% | |
| 44 | CSL | Carlisle Cos Inc | 股票-工業 | 0.58% | — | -5.80% | |
| 45 | MKSI | Mks Inc | 股票-科技 | 0.56% | +0.01% | -5.79% | |
| 46 | SNA | Snap-on Inc | 股票-工業 | 0.56% | +0.01% | +2.38% | |
| 47 | FA | First Advantage CORP | 股票-其他 | 0.55% | +0.28% | -5.80% | |
| 48 | GL | Globe Life Inc | 股票-金融 | 0.54% | +0.11% | -5.76% | |
| 49 | GNTX | Gentex CORP | 股票-循環性消費 | 0.54% | +0.03% | -5.77% | |
| 50 | UHS | Universal Health Services-b | 股票-醫療保健 | 0.48% | -0.50% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.8% | -4.91% | 減碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.7% | +3637.38% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1% | +4126.02% | 加碼 |
| 4 | LHX | L3harris Technologies Inc | +0.8% | -9.58% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -22.18% | 減碼 |
| 6 | QCOM | Qualcomm Inc | +0.3% | +60.76% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.2% | -4.41% | 加碼 |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | -11.44% | 減碼 |
| 9 | MDT | Medtronic plc | +0.2% | +48.21% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -3.37% | 減碼 |
| 11 | MKSI | Mks Inc | +0.2% | -5.79% | 減碼 |
| 12 | HAYW | Hayward Holdings Inc | +0.2% | -5.74% | 加碼 |
| 13 | ADSK | Autodesk Inc | +0.1% | -12.99% | 減碼 |
| 14 | EFAX | State Street Spdr Msci Eafe | +0.1% | — | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -11.40% | 減碼 |
| 16 | THC | Tenet Healthcare CORP | +0.1% | -46.17% | 減碼 |
| 17 | SEIC | Sei Investments Company | +0.1% | +1.45% | 減碼 |
| 18 | MIDD | Middleby CORP | -0.1% | -5.76% | 加碼 |
| 19 | BAH | Booz Allen Hamilton Holdings | -0.1% | -5.77% | 減碼 |
| 20 | GMED | Globus Medical Inc - A | -0.2% | -5.75% | 加碼 |
| 21 | BWA | Borgwarner Inc | -0.2% | -40.47% | 減碼 |
| 22 | SNA | Snap-on Inc | -0.2% | +2.38% | 減碼 |
| 23 | CPAY | Corpay Inc | -0.2% | +6.59% | 加碼 |
| 24 | ALL | Allstate CORP | -0.2% | — | 減碼 |
| 25 | DIS | Walt Disney Co/the | -0.3% | -12.18% | 減碼 |
| 26 | EFOR | Everforth Inc | -0.3% | -54.93% | 減碼 |
| 27 | GL | Globe Life Inc | -0.3% | -5.76% | 減碼 |
| 28 | BDX | Becton Dickinson And Co | -0.3% | -11.28% | 加碼 |
| 29 | UHS | Universal Health Services-b | -0.3% | -35.21% | 減碼 |
| 30 | HSIC | Henry Schein Inc | -0.3% | -8.29% | 減碼 |
| 31 | IFF | Intl Flavors & Fragrances | -0.5% | -8.89% | 減碼 |
| 32 | KMX | Carmax Inc | -0.5% | -77.25% | 減碼 |
| 33 | COR | Cencora Inc | -0.5% | -23.21% | 減碼 |
| 34 | MDLZ | Mondelez International Inc-a | -0.6% | -24.95% | 減碼 |
| 35 | V | Visa Inc-class A Shares | -0.8% | -11.13% | 減碼 |
| 36 | EA | Electronic Arts Inc | -0.9% | -12.83% | 減碼 |
| 37 | GPN | Global Payments Inc | -1.6% | -58.35% | 減碼 |
| 38 | HUM | Humana Inc | -1.8% | -2.28% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
| 40 | WFC | Wells Fargo & Co | — | EXIT | 清倉 |
| 41 | NKE | Nike Inc -cl B | — | NEW | 新建倉 |
| 42 | KD | Kyndryl Holdings Inc | — | NEW | 新建倉 |
| 43 | EXPE | Expedia Group Inc | — | EXIT | 清倉 |
| 44 | MRK | Merck & Co. Inc. | — | EXIT | 清倉 |
| 45 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 46 | CNM | Core & Main Inc-class A | — | NEW | 新建倉 |
| 47 | WH | Wyndham Hotels & Resorts Inc | — | EXIT | 清倉 |
| 48 | HCA | Hca Healthcare Inc | — | EXIT | 清倉 |
| 49 | LPX | Louisiana-pacific CORP | — | NEW | 新建倉 |
| 50 | SNX | TD Synnex CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Leith Wheeler Investment Counsel Ltd. 在 Q3 2025 季度的美股持倉總市值約為 US$13.2億，共申報了 72 個公開持股部位。
在 Q3 2025 季度，Leith Wheeler Investment Counsel Ltd. 按市值排列的前三大核心持股分別為：IVV (32.7%)、UNH (3.7%)、MDT (3.4%)。其中最大持股部位 IVV 佔據整體投資組合約 32.7% 的權重。
在 Q3 2025 季度中，Leith Wheeler Investment Counsel Ltd. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 11 個部位、減碼 27 個部位以及清倉 5 個部位。 其中最大新建倉標的為 UNH。 本季清倉部位包含 WFC。
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。