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
152 檔
14.6%
在 Q3 2025 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 152 檔。
數據顯示 Schaper Benz & Wise Investment Counsel Inc/wi 於 Q3 2025 季度持續回收資金，對 33 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, GOOG, ORCL）累計市值佔比達 14.6%，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 | 3.82% | -0.04% | -2.98% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.43% | +0.27% | -2.85% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 3.08% | -0.22% | -1.09% | |
| 4 | AXP | American Express Co | 股票-金融 | 2.98% | -0.06% | -1.84% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 2.97% | -0.42% | +0.42% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.65% | +0.86% | -1.06% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.13% | +0.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.47% | +0.20% | -1.01% | |
| 9 | WAT | Waters CORP | 股票-醫療保健 | 2.36% | +0.24% | +1.09% | |
| 10 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.35% | -0.38% | -1.23% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 2.19% | -0.19% | -2.31% | |
| 12 | LIN | Linde plc | 股票-原物料 | 2.03% | -0.20% | -1.61% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.81% | -0.05% | -1.27% | |
| 14 | ADBE | Adobe Inc | 股票-科技 | 1.81% | -0.32% | -4.29% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.76% | -0.15% | -1.83% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.76% | -0.05% | -1.16% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.76% | -0.43% | -0.30% | |
| 18 | PAYX | Paychex Inc | 股票-科技 | 1.75% | -0.05% | +0.88% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.75% | -0.01% | -0.30% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.14% | +3.12% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | — | +0.44% | |
| 22 | UBER | Uber Technologies Inc | 股票-工業 | 1.59% | -0.13% | -0.22% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 1.57% | +0.05% | -2.06% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.56% | +2.59% | -1.60% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.54% | -0.38% | +0.67% | |
| 26 | AME | Ametek Inc | 股票-工業 | 1.52% | -0.04% | +0.64% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.49% | -0.22% | -1.69% | |
| 28 | ADI | Analog Devices Inc | 股票-科技 | 1.43% | +0.13% | -2.81% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.17% | -0.93% | |
| 30 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.31% | -0.18% | -1.83% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.47% | +0.06% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.20% | -0.29% | +3.96% | |
| 33 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.06% | -0.09% | +6.99% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.01% | -3.13% | |
| 35 | USB | US Bancorp | 股票-金融 | 1.02% | +0.01% | -3.37% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.01% | -0.01% | +0.90% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.01% | -0.01% | -0.61% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.01% | +0.03% | -1.25% | |
| 39 | AXON | Axon Enterprise Inc | 股票-工業 | 1.00% | +0.17% | +0.60% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.99% | -0.11% | -1.21% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.99% | +0.08% | -1.91% | |
| 42 | ECL | Ecolab Inc | 股票-原物料 | 0.96% | -0.08% | -2.56% | |
| 43 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.94% | -0.05% | -0.03% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.91% | +1.69% | -3.93% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.91% | -0.34% | -2.81% | |
| 46 | ENB | Enbridge Inc | 股票-能源 | 0.87% | -0.11% | -1.12% | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.87% | -0.06% | -2.31% | |
| 48 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.80% | -0.16% | -0.64% | |
| 49 | GE | General Electric | 股票-工業 | 0.79% | +0.07% | -0.35% | |
| 50 | EVRG | Evergy Inc | 股票-公用事業 | 0.77% | -0.05% | -0.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.2% | -1.09% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -2.85% | 減碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | -0.30% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.01% | 減碼 |
| 5 | IDXX | Idexx Laboratories Inc | +0.7% | -1.23% | 減碼 |
| 6 | MSFT | Microsoft CORP | +0.4% | +3.12% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.4% | -1.60% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -3.13% | 減碼 |
| 9 | UBER | Uber Technologies Inc | +0.3% | -0.22% | 減碼 |
| 10 | SPOT | Spotify Technology S.A. | +0.2% | +6.99% | 加碼 |
| 11 | GE | General Electric | +0.2% | -0.35% | 減碼 |
| 12 | AXP | American Express Co | +0.2% | -1.84% | 減碼 |
| 13 | INTC | Intel CORP | +0.2% | -3.93% | 減碼 |
| 14 | VEEV | Veeva Systems Inc-class A | +0.2% | +90.94% | 加碼 |
| 15 | AXON | Axon Enterprise Inc | +0.2% | +0.60% | 減碼 |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.12% | 加碼 |
| 17 | ROK | Rockwell Automation Inc | +0.2% | -1.22% | 加碼 |
| 18 | ADI | Analog Devices Inc | +0.1% | -2.81% | 減碼 |
| 19 | NKE | Nike Inc -cl B | +0.1% | -0.64% | 加碼 |
| 20 | IPGP | Ipg Photonics CORP | +0.1% | +0.27% | 加碼 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -2.31% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -1.45% | 減碼 |
| 23 | AME | Ametek Inc | +0.1% | +0.64% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.90% | 加碼 |
| 25 | PYPL | Paypal Holdings Inc | +0.1% | -0.03% | 加碼 |
| 26 | JNJ | Johnson & Johnson | 0% | -0.93% | 減碼 |
| 27 | ENB | Enbridge Inc | 0% | -1.12% | 減碼 |
| 28 | USB | US Bancorp | 0% | -3.37% | 減碼 |
| 29 | INTU | Intuit Inc | 0% | +0.67% | 減碼 |
| 30 | AAPL | Apple Inc | 0% | -2.98% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | 0% | -1.06% | 減碼 |
| 32 | GPN | Global Payments Inc | -0.2% | -5.82% | 減碼 |
| 33 | IBM | Intl Business Machines CORP | -0.2% | -0.69% | 減碼 |
| 34 | ABT | Abbott Laboratories | -0.3% | -1.69% | 減碼 |
| 35 | SBUX | Starbucks CORP | -0.3% | -0.61% | 減碼 |
| 36 | KMB | Kimberly-clark CORP | -0.3% | -1.25% | 減碼 |
| 37 | ADP | Automatic Data Processing | -0.3% | -0.30% | 減碼 |
| 38 | AFL | Aflac Inc | -0.3% | -1.83% | 減碼 |
| 39 | CMCSA | Comcast Corp-class A | -0.3% | -2.98% | 減碼 |
| 40 | V | Visa Inc-class A Shares | -0.3% | +0.44% | 減碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.67% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.4% | -4.29% | 減碼 |
| 43 | PAYX | Paychex Inc | -0.7% | +0.88% | 減碼 |
| 44 | WAT | Waters CORP | -0.8% | +1.09% | 加碼 |
| 45 | AKX | Ansys Inc | — | EXIT | 清倉 |
| 46 | SNPS | Synopsys Inc | — | NEW | 新建倉 |
| 47 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
| 48 | WBA | Walgreens Boots Alliance Inc | — | EXIT | 清倉 |
| 49 | ARM | Arm Holdings Plc-adr | — | NEW | 新建倉 |
| 50 | GEV | GE Vernova Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Schaper Benz & Wise Investment Counsel Inc/wi 在 Q3 2025 季度的美股持倉總市值約為 US$15.0億，共申報了 152 個公開持股部位。
在 Q3 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 (3.8%)、GOOG (3.4%)、ORCL (3.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.8% 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
SNPS
市值: US$374.3萬
本季最大獲利了結 / 清倉標的
AKX
前期市值: US$963.3萬
在 Q3 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 3 個部位、加碼 11 個部位、減碼 33 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SNPS。 本季清倉部位包含 AKX。
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。