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: 0001620081
申報總市值
US$2.7億
US$2.7億
79 檔
31.0%
Q4 2025 季度申報顯示，Long Road Investment Counsel, LLC 揭露的美股組合總市值為 US$2.7億，涵蓋 79 個不同之權益投資部位。
在 Q4 2025，Long Road Investment Counsel, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 33 個部位並完全清倉 9 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 ORLY, SYK, GOOG）占據了總市值的 31.0%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 10.18% | -0.69% | -7.75% | |
| 2 | SYK | Stryker CORP | 股票-醫療保健 | 5.67% | -0.55% | +0.24% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.66% | +0.83% | -2.58% | |
| 4 | ✓ | 股票-其他 | 5.36% | — | — | ||
| 5 | ADP | Automatic Data Processing | 股票-科技 | 4.99% | +0.15% | -3.28% | |
| 6 | ✓ | 股票-其他 | 4.76% | — | -8.99% | ||
| 7 | FAST | Fastenal Co | 股票-工業 | 3.67% | -0.12% | -1.79% | |
| 8 | ITW | Illinois Tool Works | 股票-工業 | 3.51% | -0.09% | -3.66% | |
| 9 | ✓ | 股票-其他 | 3.04% | — | -0.80% | ||
| 10 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.90% | -0.30% | +2.03% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.71% | +0.20% | -16.11% | |
| 12 | ✓ | 股票-其他 | 2.18% | — | — | ||
| 13 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.09% | +0.14% | -2.93% | |
| 14 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.07% | +0.17% | -3.85% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.78% | +0.01% | -3.51% | |
| 16 | AMG | Affiliated Managers Group | 股票-金融 | 1.70% | +0.24% | +3.21% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.69% | -0.07% | +2.46% | |
| 18 | GE | General Electric | 股票-工業 | 1.67% | +0.38% | -0.08% | |
| 19 | WEX | Wex Inc | 股票-科技 | 1.55% | -0.23% | -0.87% | |
| 20 | OMC | Omnicom Group | 股票-通訊服務 | 1.54% | -0.14% | -1.05% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.48% | -0.31% | -4.18% | |
| 22 | ✓ | 股票-其他 | 1.43% | — | — | ||
| 23 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.37% | -0.09% | +0.31% | |
| 24 | DORM | Dorman Products Inc | 股票-循環性消費 | 1.32% | +0.26% | +1.25% | |
| 25 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.29% | +0.03% | -4.97% | |
| 26 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.18% | -0.10% | -1.13% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | -0.04% | -1.30% | |
| 28 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.11% | -0.20% | -1.84% | |
| 29 | STT | State Street CORP | 股票-金融 | 1.08% | +0.29% | — | |
| 30 | CTAS | Cintas CORP | 股票-工業 | 0.98% | -0.06% | — | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.97% | -0.32% | -25.15% | |
| 32 | FIS | Fidelity National Info Serv | 股票-科技 | 0.94% | -0.15% | — | |
| 33 | GEV | GE Vernova Inc | 股票-工業 | 0.88% | +0.33% | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.03% | — | |
| 35 | CAKE | Cheesecake Factory Inc/the | 股票-循環性消費 | 0.82% | +0.35% | -0.47% | |
| 36 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.80% | +0.15% | +1.07% | |
| 37 | WDAY | Workday Inc-class A | 股票-科技 | 0.76% | -0.06% | — | |
| 38 | GEN | Gen Digital Inc | 股票-科技 | 0.76% | +0.14% | -2.67% | |
| 39 | ✓ | 股票-其他 | 0.75% | — | — | ||
| 40 | MCO | Moody's CORP | 股票-金融 | 0.71% | -0.02% | — | |
| 41 | ✓ | 股票-其他 | 0.69% | — | — | ||
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.01% | — | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.10% | -12.90% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.05% | -5.62% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | — | -11.45% | |
| 46 | ✓ | 股票-其他 | 0.48% | — | +14.57% | ||
| 47 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.43% | +0.02% | +2.37% | |
| 48 | ✓ | 股票-其他 | 0.42% | — | +5.71% | ||
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.38% | +0.02% | -1.58% | |
| 50 | PHIN | Phinia Inc | 股票-循環性消費 | 0.35% | +0.05% | +0.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | -2.58% | 減碼 |
| 2 | EXPD | Expeditors Intl Wash Inc | +0.4% | -2.93% | 減碼 |
| 3 | AMG | Affiliated Managers Group | +0.4% | +3.21% | 加碼 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.4% | +2.46% | 加碼 |
| 5 | IDXX | Idexx Laboratories Inc | +0.4% | +2.03% | 加碼 |
| 6 | EL | Estee Lauder Companies-cl A | +0.2% | -4.97% | 減碼 |
| 7 | ✓ | +0.2% | +129.90% | 加碼 | |
| 8 | STT | State Street CORP | +0.2% | — | 不變 |
| 9 | JNJ | Johnson & Johnson | +0.2% | -1.30% | 減碼 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -1.84% | 減碼 |
| 11 | GE | General Electric | +0.1% | -0.08% | 減碼 |
| 12 | SYK | Stryker CORP | +0.1% | +0.24% | 加碼 |
| 13 | ✓ | +0.1% | +14.57% | 加碼 | |
| 14 | BDX | Becton Dickinson And Co | +0.1% | -1.13% | 減碼 |
| 15 | MCO | Moody's CORP | +0.1% | — | 不變 |
| 16 | KNX | Knight-swift Transportation | +0.1% | +24.01% | 加碼 |
| 17 | BWA | Borgwarner Inc | +0.1% | +1.07% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.1% | -4.18% | 減碼 |
| 19 | OMC | Omnicom Group | +0.1% | -1.05% | 減碼 |
| 20 | ✓ | +0.1% | -0.80% | 減碼 | |
| 21 | BOOT | Boot Barn Holdings Inc | +0.1% | +2.37% | 加碼 |
| 22 | ✓ | +0.1% | — | 不變 | |
| 23 | SBUX | Starbucks CORP | +0.1% | -3.85% | 減碼 |
| 24 | AMGN | Amgen Inc | +0.1% | — | 不變 |
| 25 | PHIN | Phinia Inc | +0.1% | +0.68% | 加碼 |
| 26 | ✓ | +0.1% | +5.71% | 加碼 | |
| 27 | ✓ | 0% | +0.26% | 加碼 | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 29 | AFL | Aflac Inc | 0% | -3.51% | 減碼 |
| 30 | NTRS | Northern Trust CORP | 0% | +22.50% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | 0% | +23.58% | 加碼 |
| 32 | SMG | Scotts Miracle-gro Co | 0% | +1.30% | 加碼 |
| 33 | MS | Morgan Stanley | 0% | — | 不變 |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.58% | 減碼 |
| 35 | MDT | Medtronic plc | 0% | — | 不變 |
| 36 | WEX | Wex Inc | 0% | -0.87% | 減碼 |
| 37 | PFE | Pfizer Inc | 0% | +8.30% | 加碼 |
| 38 | TSLA | Tesla Inc | 0% | — | 不變 |
| 39 | BP | Bp Plc-spons Adr | 0% | — | 不變 |
| 40 | MA | Mastercard Inc - A | 0% | — | 不變 |
| 41 | ✓ | 0% | -6.30% | 減碼 | |
| 42 | MSFT | Microsoft CORP | — | — | 不變 |
| 43 | GEN | Gen Digital Inc | — | -2.67% | 減碼 |
| 44 | ABBV | Abbvie Inc | — | -5.62% | 減碼 |
| 45 | META | Meta Platforms Inc-class A | — | — | 不變 |
| 46 | EFA | Ishares Msci Eafe ETF | 0% | -11.45% | 減碼 |
| 47 | ✓ | 0% | — | 不變 | |
| 48 | PAYX | Paychex Inc | 0% | — | 不變 |
| 49 | CTAS | Cintas CORP | 0% | — | 不變 |
| 50 | CAKE | Cheesecake Factory Inc/the | 0% | -0.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Long Road Investment Counsel, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 79 個公開持股部位。
在 Q4 2025 季度，Long Road Investment Counsel, LLC 按市值排列的前三大核心持股分別為：ORLY (10.2%)、SYK (5.7%)、GOOG (5.7%)。其中最大持股部位 ORLY 佔據整體投資組合約 10.2% 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
市值: US$1414.9萬
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$1179.2萬
在 Q4 2025 季度中，Long Road Investment Counsel, LLC 共進行了 69 項持倉異動，包含新建倉 8 個部位、加碼 19 個部位、減碼 33 個部位以及清倉 9 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 GOOGL。
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。