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
154 檔
15.8%
Q4 2025 季度申報顯示，Schaper Benz & Wise Investment Counsel Inc/wi 揭露的美股組合總市值為 US$15.0億，涵蓋 154 個不同之權益投資部位。
在 Q4 2025，Schaper Benz & Wise Investment Counsel Inc/wi 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 23 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Schaper Benz & Wise Investment Counsel Inc/wi 的前 5 大持股（包含 GOOG, AAPL, AXP）貢獻了組合市值的 15.8%，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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.05% | +0.27% | -5.64% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.95% | -0.04% | -0.31% | |
| 3 | AXP | American Express Co | 股票-金融 | 3.15% | -0.06% | -2.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.01% | +0.20% | -2.36% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.89% | +0.86% | -0.34% | |
| 6 | WAT | Waters CORP | 股票-醫療保健 | 2.86% | +0.24% | -1.53% | |
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 2.76% | -0.42% | +0.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.44% | -0.13% | +0.62% | |
| 9 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.42% | -0.38% | -0.12% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.35% | -0.19% | -0.64% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 2.05% | -0.22% | -1.32% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.98% | +2.59% | -1.42% | |
| 13 | LIN | Linde plc | 股票-原物料 | 1.81% | -0.20% | +2.17% | |
| 14 | ADBE | Adobe Inc | 股票-科技 | 1.75% | -0.32% | +0.46% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.71% | -0.05% | -0.95% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.67% | -0.43% | +0.29% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | — | +0.33% | |
| 18 | AFL | Aflac Inc | 股票-金融 | 1.62% | -0.15% | -4.40% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.14% | +1.95% | |
| 20 | AME | Ametek Inc | 股票-工業 | 1.60% | -0.04% | -0.78% | |
| 21 | PAYX | Paychex Inc | 股票-科技 | 1.59% | -0.05% | +5.48% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 1.54% | +0.13% | +0.36% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.53% | -0.01% | +2.88% | |
| 24 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.51% | -0.29% | +1.89% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.49% | -0.38% | +2.94% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.45% | -0.05% | -0.23% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.39% | -0.17% | -2.55% | |
| 28 | SYY | Sysco CORP | 股票-非循環性消費 | 1.37% | +0.05% | +0.85% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.36% | -0.22% | +0.38% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 1.29% | -0.13% | +0.59% | |
| 31 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.25% | -0.18% | +0.01% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.23% | -0.47% | +1.01% | |
| 33 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.14% | -0.34% | -5.54% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | -0.01% | +8.26% | |
| 35 | USB | US Bancorp | 股票-金融 | 1.10% | +0.01% | +0.29% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.98% | -0.01% | +0.21% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.97% | +1.69% | -0.90% | |
| 38 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.96% | +0.08% | +0.25% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.95% | -0.11% | -0.51% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.92% | -0.06% | +1.10% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.01% | -9.93% | |
| 42 | ECL | Ecolab Inc | 股票-原物料 | 0.90% | -0.08% | +1.16% | |
| 43 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.88% | -0.09% | +2.35% | |
| 44 | AXON | Axon Enterprise Inc | 股票-工業 | 0.86% | +0.17% | +11.12% | |
| 45 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.82% | -0.05% | +3.81% | |
| 46 | ENB | Enbridge Inc | 股票-能源 | 0.81% | -0.11% | +0.50% | |
| 47 | GE | General Electric | 股票-工業 | 0.78% | +0.07% | -0.12% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.76% | +0.03% | -4.10% | |
| 49 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.75% | -0.16% | +5.09% | |
| 50 | SLB | Slb LTD | 股票-能源 | 0.74% | -0.22% | +0.73% |
| # | 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 | +0.6% | -5.64% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.36% | 減碼 |
| 3 | WAT | Waters CORP | +0.5% | -1.53% | 減碼 |
| 4 | AMD | Advanced Micro Devices | +0.4% | -1.42% | 減碼 |
| 5 | ISRG | Intuitive Surgical Inc | +0.3% | +1.89% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -0.34% | 減碼 |
| 7 | REGN | Regeneron Pharmaceuticals | +0.2% | -5.54% | 減碼 |
| 8 | VEEV | Veeva Systems Inc-class A | +0.2% | +132.35% | 加碼 |
| 9 | AXP | American Express Co | +0.2% | -2.26% | 減碼 |
| 10 | WFC | Wells Fargo & Co | +0.2% | -0.64% | 減碼 |
| 11 | ARM | Arm Holdings Plc-adr | +0.2% | +252.20% | 加碼 |
| 12 | TDY | Teledyne Technologies Inc | +0.1% | +321.01% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | -0.31% | 減碼 |
| 14 | ADI | Analog Devices Inc | +0.1% | +0.36% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +8.26% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -1.64% | 減碼 |
| 17 | ALGN | Align Technology Inc | +0.1% | -2.90% | 減碼 |
| 18 | PAYC | Paycom Software Inc | +0.1% | +67.36% | 加碼 |
| 19 | AME | Ametek Inc | +0.1% | -0.78% | 減碼 |
| 20 | USB | US Bancorp | +0.1% | +0.29% | 加碼 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +36.45% | 加碼 |
| 22 | IDXX | Idexx Laboratories Inc | +0.1% | -0.12% | 減碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -2.55% | 減碼 |
| 24 | SLB | Slb LTD | +0.1% | +0.73% | 加碼 |
| 25 | INTC | Intel CORP | +0.1% | -0.90% | 減碼 |
| 26 | AMCR | Amcor plc | +0.1% | +10.60% | 加碼 |
| 27 | TFC | Truist Financial CORP | +0.1% | +1.10% | 加碼 |
| 28 | SNPS | Synopsys Inc | -0.1% | -21.30% | 減碼 |
| 29 | GPN | Global Payments Inc | -0.1% | -6.47% | 減碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -3.77% | 減碼 |
| 31 | ETSY | Etsy Inc | -0.1% | -27.52% | 減碼 |
| 32 | UNP | Union Pacific CORP | -0.1% | -0.95% | 減碼 |
| 33 | PYPL | Paypal Holdings Inc | -0.1% | +3.81% | 加碼 |
| 34 | NVDA | Nvidia CORP | -0.1% | -9.93% | 減碼 |
| 35 | ABT | Abbott Laboratories | -0.1% | +0.38% | 加碼 |
| 36 | MSFT | Microsoft CORP | -0.1% | +1.95% | 加碼 |
| 37 | AXON | Axon Enterprise Inc | -0.1% | +11.12% | 加碼 |
| 38 | AFL | Aflac Inc | -0.1% | -4.40% | 減碼 |
| 39 | PAYX | Paychex Inc | -0.2% | +5.48% | 加碼 |
| 40 | SPOT | Spotify Technology S.A. | -0.2% | +2.35% | 加碼 |
| 41 | SYY | Sysco CORP | -0.2% | +0.85% | 加碼 |
| 42 | SYK | Stryker CORP | -0.2% | +0.64% | 加碼 |
| 43 | ADP | Automatic Data Processing | -0.2% | +2.88% | 加碼 |
| 44 | LIN | Linde plc | -0.2% | +2.17% | 加碼 |
| 45 | KMB | Kimberly-clark CORP | -0.3% | -4.10% | 減碼 |
| 46 | UBER | Uber Technologies Inc | -0.3% | +0.59% | 加碼 |
| 47 | HD | Home Depot Inc | -0.3% | -0.23% | 減碼 |
| 48 | ORCL | Oracle CORP | -1% | -1.32% | 減碼 |
| 49 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 50 | GRMN | Garmin Ltd. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Schaper Benz & Wise Investment Counsel Inc/wi 在 Q4 2025 季度的美股持倉總市值約為 US$15.0億，共申報了 154 個公開持股部位。
在 Q4 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：GOOG (4.0%)、AAPL (4.0%)、AXP (3.1%)。其中最大持股部位 GOOG 佔據整體投資組合約 4.0% 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
AVGO
市值: US$283.1萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$5139.8萬
在 Q4 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 2 個部位、加碼 23 個部位、減碼 25 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AVGO。
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。