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: 0001033974
申報總市值
US$15.0億
US$15.0億
149 檔
14.0%
在 Q4 2024 的 13F 官方備案中，Schaper Benz & Wise Investment Counsel Inc/wi 管理的美股投資組合規模來到 US$15.0億，整體持股檔數為 149 檔。
從 Q4 2024 申報觀察，Schaper Benz & Wise Investment Counsel Inc/wi 採取防禦導向的調倉策略，本季減碼 28 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, WAT, SYK）累計市值佔比達 14.0%，是驅動 Schaper Benz & Wise Investment Counsel Inc/wi 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 | AAPL | Apple Inc | 股票-科技 | 4.33% | -0.04% | -1.46% | |
| 2 | WAT | Waters CORP | 股票-醫療保健 | 3.16% | +0.24% | -1.21% | |
| 3 | SYK | Stryker CORP | 股票-醫療保健 | 3.15% | -0.42% | +0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.12% | +0.27% | -2.65% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.04% | -0.06% | -2.30% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.56% | +0.86% | -0.76% | |
| 7 | ADBE | Adobe Inc | 股票-科技 | 2.47% | -0.32% | -0.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.45% | -0.13% | +1.28% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.22% | -0.22% | -1.68% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 2.17% | -0.05% | -1.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +0.20% | -0.23% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.04% | -0.19% | -1.30% | |
| 13 | LIN | Linde plc | 股票-原物料 | 2.01% | -0.20% | -0.49% | |
| 14 | AFL | Aflac Inc | 股票-金融 | 2.00% | -0.15% | -1.22% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 1.96% | -0.01% | -0.84% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.95% | -0.05% | -1.64% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.90% | -0.05% | -0.39% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.77% | — | +0.21% | |
| 19 | SYY | Sysco CORP | 股票-非循環性消費 | 1.61% | +0.05% | -0.59% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.56% | -0.38% | +0.28% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.14% | +1.70% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.51% | -0.22% | -1.10% | |
| 23 | AME | Ametek Inc | 股票-工業 | 1.50% | -0.04% | -0.98% | |
| 24 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.48% | -0.38% | +8.27% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.45% | -0.29% | -0.30% | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 1.38% | +0.13% | -0.67% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 1.35% | +2.59% | +0.28% | |
| 28 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.34% | +0.08% | -0.86% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.29% | -0.16% | -6.37% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.47% | -1.23% | |
| 31 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.22% | -0.18% | +1.37% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.22% | +0.03% | -1.48% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.21% | -0.01% | -1.40% | |
| 34 | USB | US Bancorp | 股票-金融 | 1.13% | +0.01% | -0.88% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.17% | -0.67% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.11% | -0.11% | -0.70% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.11% | -0.34% | +6.74% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.09% | -0.05% | +0.05% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.00% | -0.01% | +2.29% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.94% | -0.13% | +10.06% | |
| 41 | TFC | Truist Financial CORP | 股票-金融 | 0.91% | -0.06% | -0.24% | |
| 42 | ECL | Ecolab Inc | 股票-原物料 | 0.91% | -0.08% | +0.28% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.01% | -1.08% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | +0.01% | -1.65% | |
| 45 | AXON | Axon Enterprise Inc | 股票-工業 | 0.83% | +0.17% | +0.96% | |
| 46 | MDT | Medtronic plc | 股票-醫療保健 | 0.81% | -0.12% | -0.45% | |
| 47 | AKX | Ansys Inc | 股票-其他 | 0.81% | — | +2.30% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.81% | -0.11% | -0.76% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.79% | -0.22% | +1.17% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.78% | -0.07% | +0.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.4% | +8.53% | 加碼 |
| 2 | WFC | Wells Fargo & Co | +0.4% | -1.30% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -2.65% | 減碼 |
| 4 | AXON | Axon Enterprise Inc | +0.3% | +0.96% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.23% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -1.46% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -0.76% | 減碼 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.21% | 加碼 |
| 9 | AXP | American Express Co | +0.2% | -2.30% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.29% | 加碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | -0.70% | 減碼 |
| 12 | SPOT | Spotify Technology S.A. | +0.1% | +1.84% | 加碼 |
| 13 | SLM | Slm CORP | +0.1% | -0.19% | 減碼 |
| 14 | GPN | Global Payments Inc | +0.1% | +4.32% | 加碼 |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | +0.05% | 加碼 |
| 16 | ADP | Automatic Data Processing | +0.1% | -0.84% | 減碼 |
| 17 | PAYC | Paycom Software Inc | +0.1% | +2.73% | 加碼 |
| 18 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | -0.30% | 減碼 |
| 20 | NVDA | Nvidia CORP | +0.1% | -1.08% | 減碼 |
| 21 | PAYX | Paychex Inc | +0.1% | -1.31% | 減碼 |
| 22 | AKX | Ansys Inc | +0.1% | +2.30% | 加碼 |
| 23 | WAT | Waters CORP | +0.1% | -1.21% | 減碼 |
| 24 | SLB | Slb LTD | -0.1% | +1.17% | 加碼 |
| 25 | GE | General Electric | -0.1% | -0.07% | 減碼 |
| 26 | CP | Canadian Pacific Kansas City | -0.1% | +6.54% | 加碼 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -16.67% | 減碼 |
| 28 | ORCL | Oracle CORP | -0.1% | -1.68% | 減碼 |
| 29 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 30 | ECL | Ecolab Inc | -0.1% | +0.28% | 加碼 |
| 31 | SBUX | Starbucks CORP | -0.1% | -1.40% | 減碼 |
| 32 | HD | Home Depot Inc | -0.1% | -1.64% | 減碼 |
| 33 | MDT | Medtronic plc | -0.1% | -0.45% | 減碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +0.87% | 加碼 |
| 35 | NKE | Nike Inc -cl B | -0.1% | +2.37% | 加碼 |
| 36 | ADI | Analog Devices Inc | -0.1% | -0.67% | 減碼 |
| 37 | UBER | Uber Technologies Inc | -0.1% | +10.06% | 加碼 |
| 38 | ALGN | Align Technology Inc | -0.1% | +2.84% | 加碼 |
| 39 | KMB | Kimberly-clark CORP | -0.1% | -1.48% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.67% | 減碼 |
| 41 | UNP | Union Pacific CORP | -0.2% | -0.39% | 減碼 |
| 42 | INTC | Intel CORP | -0.2% | -4.72% | 減碼 |
| 43 | AFL | Aflac Inc | -0.2% | -1.22% | 減碼 |
| 44 | IDXX | Idexx Laboratories Inc | -0.2% | +8.27% | 加碼 |
| 45 | CMCSA | Comcast Corp-class A | -0.2% | -6.37% | 減碼 |
| 46 | LIN | Linde plc | -0.3% | -0.49% | 減碼 |
| 47 | SRCLEUR | Stericycle Inc | -0.3% | EXIT | 清倉 |
| 48 | ADBE | Adobe Inc | -0.4% | -0.54% | 減碼 |
| 49 | REGN | Regeneron Pharmaceuticals | -0.4% | +6.74% | 加碼 |
| 50 | AMD | Advanced Micro Devices | -0.5% | +0.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Schaper Benz & Wise Investment Counsel Inc/wi 在 Q4 2024 季度的美股持倉總市值約為 US$15.0億，共申報了 149 個公開持股部位。
在 Q4 2024 季度，Schaper Benz & Wise Investment Counsel Inc/wi 按市值排列的前三大核心持股分別為：AAPL (4.3%)、WAT (3.2%)、SYK (3.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.3% 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
ANET
市值: US$106.1萬
本季最大獲利了結 / 清倉標的
SRCLEUR
前期市值: US$366.6萬
在 Q4 2024 季度中，Schaper Benz & Wise Investment Counsel Inc/wi 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 19 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 SRCLEUR。
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。