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
115 檔
43.2%
截至 Q4 2025 季度末，Mogy Joel R Investment Counsel Inc 的美股持倉估值約為 US$17.5億，全數申報部位共有 115 檔。
Mogy Joel R Investment Counsel Inc 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 25 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Mogy Joel R Investment Counsel Inc 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 43.2%，形成該機構在 Q4 2025 季度的基本面基石。
| # | 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 | 13.63% | +0.67% | -2.32% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.90% | +0.37% | -1.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.53% | -0.50% | -0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.66% | +0.73% | -2.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.22% | +0.75% | -1.07% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.61% | -0.87% | -0.19% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.37% | +0.20% | +0.26% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.62% | -0.19% | -0.63% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.53% | +0.13% | +0.07% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.46% | -0.35% | +0.15% | |
| 11 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 3.14% | -0.43% | +0.32% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.10% | +2.92% | +0.26% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 2.81% | -0.60% | +0.25% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 2.64% | -0.95% | -0.05% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.31% | +0.44% | -0.14% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.12% | -0.42% | +0.94% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 2.00% | -0.02% | -0.36% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.92% | -0.26% | +1.06% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.42% | -0.42% | +8.90% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.38% | -0.13% | -1.21% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 1.34% | -0.50% | +909.44% | |
| 22 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.27% | -0.12% | +2.15% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.08% | -0.17% | |
| 24 | AZO | Autozone Inc | 股票-循環性消費 | 1.15% | -0.19% | +1.94% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.12% | -0.25% | +16.15% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 0.89% | -0.09% | +0.22% | |
| 27 | MSCI | Msci Inc | 股票-金融 | 0.84% | -0.05% | +0.45% | |
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.71% | -0.04% | +4.03% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.25% | -1.20% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | +0.01% | -0.45% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | -0.09% | -0.20% | |
| 32 | GWW | Ww Grainger Inc | 股票-工業 | 0.41% | +0.07% | -18.09% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | +0.02% | -1.23% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.38% | -0.08% | +0.83% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.37% | -0.01% | — | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | -0.02% | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | -0.02% | — | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.29% | +0.01% | -0.83% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.24% | -0.06% | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -0.09% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.19% | +0.01% | — | |
| 42 | EQIX | Equinix Inc | 股票-房地產 | 0.17% | — | -1.41% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.16% | — | -3.43% | |
| 44 | PLD | Prologis Inc | 股票-房地產 | 0.16% | -0.01% | -2.49% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.15% | -0.01% | -0.67% | |
| 46 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.15% | -0.02% | -32.30% | |
| 47 | BRO | Brown & Brown Inc | 股票-金融 | 0.14% | — | -14.69% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.13% | -0.02% | — | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.12% | -0.02% | — | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.10% | — | — |
| # | 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 | +1.1% | -2.14% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -1.07% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.7% | -0.14% | 減碼 |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | +0.94% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | -1.16% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.3% | +0.25% | 加碼 |
| 7 | ACN | Accenture plc | +0.2% | +8.90% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +0.26% | 加碼 |
| 9 | IDXX | Idexx Laboratories Inc | +0.2% | +0.32% | 加碼 |
| 10 | ADBE | Adobe Inc | +0.1% | +16.15% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +0.07% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -1.20% | 減碼 |
| 13 | JNJ | Johnson & Johnson | 0% | — | 不變 |
| 14 | WMT | Walmart Inc | 0% | +0.83% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | 0% | -3.43% | 減碼 |
| 16 | BKNG | Booking Holdings Inc | 0% | +4.03% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | 0% | — | 不變 |
| 18 | AMGN | Amgen Inc | 0% | — | 不變 |
| 19 | PLD | Prologis Inc | 0% | -2.49% | 減碼 |
| 20 | MSCI | Msci Inc | 0% | +0.45% | 加碼 |
| 21 | BIIB | Biogen Inc | 0% | — | 不變 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 23 | WSM | Williams-sonoma Inc | 0% | -0.74% | 減碼 |
| 24 | KO | Coca-cola Co/the | 0% | -21.12% | 減碼 |
| 25 | WEC | Wec Energy Group Inc | 0% | — | 不變 |
| 26 | PG | Procter & Gamble Co/the | 0% | — | 不變 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -14.76% | 減碼 |
| 28 | UNP | Union Pacific CORP | 0% | -1.23% | 減碼 |
| 29 | ABBV | Abbvie Inc | 0% | -0.45% | 減碼 |
| 30 | ABT | Abbott Laboratories | 0% | -0.20% | 減碼 |
| 31 | BRO | Brown & Brown Inc | -0.1% | -14.69% | 減碼 |
| 32 | GWW | Ww Grainger Inc | -0.1% | -18.09% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.63% | 減碼 |
| 34 | MRSH | Marsh & Mclennan Cos | -0.1% | -32.30% | 減碼 |
| 35 | SYK | Stryker CORP | -0.1% | +1.06% | 加碼 |
| 36 | BLK | Blackrock Inc | -0.1% | +0.22% | 加碼 |
| 37 | INTU | Intuit Inc | -0.1% | -0.05% | 減碼 |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +2.15% | 加碼 |
| 39 | AZO | Autozone Inc | -0.3% | +1.94% | 加碼 |
| 40 | PANW | Palo Alto Networks Inc | -0.4% | +0.26% | 加碼 |
| 41 | NFLX | Netflix Inc | -0.4% | +909.44% | 加碼 |
| 42 | HD | Home Depot Inc | -0.4% | -0.36% | 減碼 |
| 43 | COST | Costco Wholesale CORP | -0.4% | -0.19% | 減碼 |
| 44 | META | Meta Platforms Inc-class A | -0.4% | +0.15% | 加碼 |
| 45 | NVDA | Nvidia CORP | -0.5% | -2.32% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.6% | -0.00% | 減碼 |
| 47 | ORCL | Oracle CORP | -0.7% | -1.21% | 減碼 |
| 48 | KEL | Kellanova | — | EXIT | 清倉 |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | 新建倉 |
| 50 | MMM | 3m Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mogy Joel R Investment Counsel Inc 在 Q4 2025 季度的美股持倉總市值約為 US$17.5億，共申報了 115 個公開持股部位。
在 Q4 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 (13.6%)、AAPL (8.9%)、MSFT (7.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 13.6% 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。
本季最大新建倉標的
EFA
市值: US$24.0萬
本季最大獲利了結 / 清倉標的
KEL
前期市值: US$24.6萬
在 Q4 2025 季度中，Mogy Joel R Investment Counsel Inc 共進行了 43 項持倉異動，包含新建倉 1 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 EFA。 本季清倉部位包含 KEL。
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。