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: 0001126735
申報總市值
US$17.5億
US$17.5億
119 檔
42.1%
Mogy Joel R Investment Counsel Inc 在 Q3 2025 季度的美股部位總計估值為 US$17.5億，分散於 119 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Mogy Joel R Investment Counsel Inc 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 42.1%，是驅動 Mogy Joel R Investment Counsel Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 14.10% | +0.67% | -0.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.52% | +0.37% | -0.69% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.14% | -0.50% | -0.08% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.01% | -0.87% | +0.17% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.54% | +0.73% | -0.32% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.18% | +0.20% | +0.06% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.14% | +0.75% | +0.02% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.88% | -0.35% | -0.04% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.68% | -0.19% | +0.07% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 3.47% | +0.13% | +0.09% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.46% | +2.92% | +0.18% | |
| 12 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.98% | -0.43% | +0.11% | |
| 13 | INTU | Intuit Inc | 股票-科技 | 2.75% | -0.95% | +0.46% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 2.54% | -0.60% | -1.33% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 2.39% | -0.02% | +0.15% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 2.03% | -0.13% | -0.02% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 2.01% | -0.26% | +0.70% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 1.72% | -0.50% | +0.74% | |
| 19 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.68% | -0.42% | -0.45% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.66% | +0.44% | +0.20% | |
| 21 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.48% | -0.12% | +0.44% | |
| 22 | AZO | Autozone Inc | 股票-循環性消費 | 1.44% | -0.19% | +0.24% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.24% | -0.08% | +0.05% | |
| 24 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.42% | -15.89% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 0.98% | -0.25% | -29.23% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 0.98% | -0.09% | -0.07% | |
| 27 | MSCI | Msci Inc | 股票-金融 | 0.83% | -0.05% | +1.75% | |
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.69% | -0.04% | +1.61% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | +0.01% | — | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.25% | -0.55% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.49% | -0.09% | +3.70% | |
| 32 | GWW | Ww Grainger Inc | 股票-工業 | 0.47% | +0.07% | -12.68% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.42% | +0.02% | -0.31% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.37% | -0.01% | — | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.08% | -0.32% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.32% | -0.02% | -0.05% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | -0.02% | — | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.29% | +0.01% | -3.85% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.24% | -0.06% | — | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.24% | -0.02% | -3.29% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.19% | +0.01% | — | |
| 42 | BRO | Brown & Brown Inc | 股票-金融 | 0.19% | — | -27.21% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.09% | — | |
| 44 | EQIX | Equinix Inc | 股票-房地產 | 0.17% | — | -1.10% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.16% | -0.01% | — | |
| 46 | PLD | Prologis Inc | 股票-房地產 | 0.15% | -0.01% | -1.03% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.14% | — | — | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.12% | -0.02% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.12% | +0.01% | -0.31% | |
| 50 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.11% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.4% | -0.61% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1.2% | -0.08% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.1% | -0.32% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.1% | +0.02% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.8% | -0.02% | 減碼 |
| 6 | IDXX | Idexx Laboratories Inc | +0.7% | +0.11% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -0.04% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.2% | +0.74% | 加碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.1% | +0.18% | 加碼 |
| 10 | ABT | Abbott Laboratories | +0.1% | +3.70% | 加碼 |
| 11 | BLK | Blackrock Inc | 0% | -0.07% | 減碼 |
| 12 | VUG | Vanguard Growth ETF | 0% | -0.41% | 減碼 |
| 13 | WSM | Williams-sonoma Inc | 0% | — | 不變 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 加碼 |
| 15 | BKNG | Booking Holdings Inc | — | +1.61% | 加碼 |
| 16 | IVV | Ishares Core S&p 500 ETF | — | — | 不變 |
| 17 | DIS | Walt Disney Co/the | — | — | 加碼 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.31% | 減碼 |
| 19 | WMT | Walmart Inc | 0% | -0.32% | 減碼 |
| 20 | JNJ | Johnson & Johnson | 0% | — | 減碼 |
| 21 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 22 | CSCO | Cisco Systems Inc | 0% | -0.55% | 減碼 |
| 23 | AZO | Autozone Inc | 0% | +0.24% | 加碼 |
| 24 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 25 | EQIX | Equinix Inc | -0.1% | -1.10% | 減碼 |
| 26 | PEP | Pepsico Inc | -0.1% | — | 不變 |
| 27 | ORLY | O'reilly Automotive Inc | -0.1% | +0.44% | 加碼 |
| 28 | AMZN | Amazon.com Inc | -0.1% | +0.06% | 加碼 |
| 29 | MRSH | Marsh & Mclennan Cos | -0.1% | -3.29% | 加碼 |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 31 | PG | Procter & Gamble Co/the | -0.1% | -0.05% | 減碼 |
| 32 | HD | Home Depot Inc | -0.1% | +0.15% | 加碼 |
| 33 | INTU | Intuit Inc | -0.1% | +0.46% | 加碼 |
| 34 | SBUX | Starbucks CORP | -0.1% | -3.85% | 減碼 |
| 35 | GWW | Ww Grainger Inc | -0.2% | -12.68% | 減碼 |
| 36 | BRO | Brown & Brown Inc | -0.2% | -27.21% | 減碼 |
| 37 | MA | Mastercard Inc - A | -0.2% | +0.05% | 減碼 |
| 38 | AAPL | Apple Inc | -0.3% | -0.69% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.4% | +0.20% | 加碼 |
| 40 | ISRG | Intuitive Surgical Inc | -0.5% | -0.45% | 加碼 |
| 41 | V | Visa Inc-class A Shares | -0.7% | +0.09% | 加碼 |
| 42 | ADBE | Adobe Inc | -0.8% | -29.23% | 減碼 |
| 43 | CRM | Salesforce Inc | -0.9% | -1.33% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | +0.07% | 加碼 |
| 45 | ACN | Accenture plc | -0.9% | -15.89% | 減碼 |
| 46 | COST | Costco Wholesale CORP | -1% | +0.17% | 減碼 |
| 47 | TMO | Thermo Fisher Scientific Inc | — | EXIT | 清倉 |
| 48 | SCHB | Schwab US Broad Market ETF | — | NEW | 新建倉 |
| 49 | URI | United Rentals Inc | — | NEW | 新建倉 |
| 50 | XLK | Ss Technology Select Sector | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Mogy Joel R Investment Counsel Inc 在 Q3 2025 季度的美股持倉總市值約為 US$17.5億，共申報了 119 個公開持股部位。
在 Q3 2025 季度，Mogy Joel R Investment Counsel Inc 按市值排列的前三大核心持股分別為：NVDA (14.1%)、AAPL (8.5%)、MSFT (8.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 14.1% 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
SCHB
市值: US$42.2萬
本季最大獲利了結 / 清倉標的
TMO
前期市值: US$1542.9萬
在 Q3 2025 季度中，Mogy Joel R Investment Counsel Inc 共進行了 44 項持倉異動，包含新建倉 3 個部位、加碼 18 個部位、減碼 22 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SCHB。 本季清倉部位包含 TMO。
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。