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
153 檔
13.2%
截至 Q2 2025 季度末，Schaper Benz & Wise Investment Counsel Inc/wi 的美股持倉估值約為 US$15.0億，全數申報部位共有 153 檔。
在 Q2 2025，Schaper Benz & Wise Investment Counsel Inc/wi 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 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Schaper Benz & Wise Investment Counsel Inc/wi 的前 5 大持股（包含 AAPL, SYK, AXP）貢獻了組合市值的 13.2%，形成該機構在 Q2 2025 季度的基本面基石。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4747.5萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 3.28% | -0.04% | -2.65% | |
| 2 | SYK | Stryker CORP | 股票-醫療保健 | 3.27% | -0.42% | -1.07% | |
| 3 | AXP | American Express Co | 股票-金融 | 3.01% | -0.06% | -3.34% | |
| 4 | WAT | Waters CORP | 股票-醫療保健 | 2.80% | +0.24% | -0.27% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.80% | +0.86% | -1.96% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.65% | +0.27% | -3.48% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.50% | -0.22% | -9.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.47% | -0.13% | -0.98% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.21% | -0.19% | -0.26% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 2.14% | -0.32% | +0.90% | |
| 11 | LIN | Linde plc | 股票-原物料 | 2.11% | -0.20% | -2.29% | |
| 12 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.06% | -0.38% | +0.68% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 2.05% | -0.05% | -5.25% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.90% | -0.01% | -2.86% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.86% | +0.20% | -2.43% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.84% | -0.05% | +0.24% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 1.82% | -0.38% | -3.70% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | — | -7.69% | |
| 19 | AFL | Aflac Inc | 股票-金融 | 1.75% | -0.15% | -5.62% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.14% | -0.49% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.66% | -0.05% | -4.90% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.58% | -0.22% | -6.14% | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 1.56% | -0.13% | -0.46% | |
| 24 | SYY | Sysco CORP | 股票-非循環性消費 | 1.52% | +0.05% | -0.93% | |
| 25 | AME | Ametek Inc | 股票-工業 | 1.50% | -0.04% | +4.46% | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 1.47% | +0.13% | +0.04% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.45% | -0.29% | -0.03% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | +2.59% | -6.17% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.36% | -0.43% | -0.23% | |
| 30 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.28% | -0.18% | +0.36% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.47% | +1.53% | |
| 32 | AXON | Axon Enterprise Inc | 股票-工業 | 1.19% | +0.17% | -1.40% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.14% | -0.01% | -0.89% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | -0.17% | -0.26% | |
| 35 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.12% | -0.09% | +3.65% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.12% | -0.11% | -4.14% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.09% | +0.03% | -2.83% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.07% | -0.05% | +11.22% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.04% | -0.01% | +0.87% | |
| 40 | USB | US Bancorp | 股票-金融 | 1.02% | +0.01% | +0.19% | |
| 41 | ECL | Ecolab Inc | 股票-原物料 | 1.00% | -0.08% | +0.18% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.98% | +0.08% | -7.16% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.93% | -0.16% | -7.91% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | +0.01% | -3.09% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.90% | -0.34% | +11.24% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.86% | -0.06% | -1.88% | |
| 47 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.85% | -0.16% | +15.46% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.82% | -0.11% | -0.18% | |
| 49 | AKX | Ansys Inc | 股票-其他 | 0.80% | — | -2.35% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | +0.01% | -26.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.6% | -9.64% | 減碼 |
| 2 | PLTR | Palantir Technologies Inc-a | +0.5% | -0.23% | 減碼 |
| 3 | AXON | Axon Enterprise Inc | +0.4% | -1.40% | 減碼 |
| 4 | IDXX | Idexx Laboratories Inc | +0.4% | +0.68% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.49% | 減碼 |
| 6 | SPOT | Spotify Technology S.A. | +0.3% | +3.65% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | -6.17% | 減碼 |
| 8 | INTU | Intuit Inc | +0.3% | -3.70% | 減碼 |
| 9 | UBER | Uber Technologies Inc | +0.3% | -0.46% | 減碼 |
| 10 | AXP | American Express Co | +0.2% | -3.34% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.09% | 減碼 |
| 12 | PYPL | Paypal Holdings Inc | +0.2% | +11.22% | 加碼 |
| 13 | NKE | Nike Inc -cl B | +0.2% | +15.46% | 加碼 |
| 14 | ADI | Analog Devices Inc | +0.2% | +0.04% | 加碼 |
| 15 | DIS | Walt Disney Co/the | +0.1% | -4.14% | 減碼 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | +10.63% | 加碼 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +177.82% | 加碼 |
| 18 | GE | General Electric | +0.1% | -0.31% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -0.34% | 減碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -1.96% | 減碼 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.26% | 減碼 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +0.87% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -3.48% | 減碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.43% | 減碼 |
| 25 | BEN | Franklin Resources Inc | +0.1% | +1.67% | 加碼 |
| 26 | ALGN | Align Technology Inc | +0.1% | -2.77% | 減碼 |
| 27 | AME | Ametek Inc | +0.1% | +4.46% | 加碼 |
| 28 | ISRG | Intuitive Surgical Inc | +0.1% | -0.03% | 減碼 |
| 29 | IPGP | Ipg Photonics CORP | 0% | +7.46% | 加碼 |
| 30 | USB | US Bancorp | 0% | +0.19% | 加碼 |
| 31 | SYK | Stryker CORP | 0% | -1.07% | 減碼 |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -20.00% | 減碼 |
| 33 | SLB | Slb LTD | -0.1% | +10.40% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +0.09% | 加碼 |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | +11.24% | 加碼 |
| 36 | GPN | Global Payments Inc | -0.1% | +3.43% | 加碼 |
| 37 | IBM | Intl Business Machines CORP | -0.2% | -26.01% | 減碼 |
| 38 | SBUX | Starbucks CORP | -0.2% | -0.89% | 減碼 |
| 39 | ABT | Abbott Laboratories | -0.2% | -6.14% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -0.26% | 減碼 |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -7.91% | 減碼 |
| 42 | HD | Home Depot Inc | -0.2% | -4.90% | 減碼 |
| 43 | KMB | Kimberly-clark CORP | -0.2% | -2.83% | 減碼 |
| 44 | V | Visa Inc-class A Shares | -0.2% | -7.69% | 減碼 |
| 45 | CVX | Chevron CORP | -0.3% | +1.53% | 加碼 |
| 46 | AFL | Aflac Inc | -0.3% | -5.62% | 減碼 |
| 47 | WAT | Waters CORP | -0.3% | -0.27% | 減碼 |
| 48 | PAYX | Paychex Inc | -0.4% | -5.25% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.98% | 減碼 |
| 50 | AAPL | Apple Inc | -0.6% | -2.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Schaper Benz & Wise Investment Counsel Inc/wi 在 Q2 2025 季度的美股持倉總市值約為 US$15.0億，共申報了 153 個公開持股部位。
在 Q2 2025 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 (3.3%)、SYK (3.3%)、AXP (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.3% 的權重。
在 Q2 2025 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 0 個部位、加碼 17 個部位、減碼 33 個部位以及清倉 0 個部位。
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。