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: 0000909151
申報總市值
US$30.1億
US$30.1億
124 檔
20.5%
截至 Q2 2025 季度末，Schwartz Investment Counsel Inc 的美股持倉估值約為 US$30.1億，全數申報部位共有 124 檔。
在 Q2 2025，Schwartz Investment Counsel Inc 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 19 個既有持股進行加碼（合計增持 20 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 TPL, MA, HEI-A）占據了總市值的 20.5%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | TPL | Texas Pacific Land CORP | 股票-能源 | 5.36% | -0.93% | +2.13% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 4.31% | -0.13% | -4.12% | |
| 3 | HEI-A | Heico Corp-class A | 股票-其他 | 3.89% | +0.47% | — | |
| 4 | APG | Api Group CORP | 股票-工業 | 3.50% | -0.08% | — | |
| 5 | TXN | Texas Instruments Inc | 股票-科技 | 3.34% | +1.27% | +0.02% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.30% | +1.21% | +2.40% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.17% | -0.51% | +11.87% | |
| 8 | SPGI | S&p Global Inc | 股票-金融 | 2.82% | +0.17% | — | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.45% | -1.86% | -0.20% | |
| 10 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.27% | -0.15% | +1400.00% | |
| 11 | CHE | Chemed CORP | 股票-醫療保健 | 2.24% | -0.22% | +11.29% | |
| 12 | SBAC | Sba Communications CORP | 股票-房地產 | 2.12% | -0.01% | — | |
| 13 | BR | Broadridge Financial Solutio | 股票-科技 | 1.98% | -0.39% | — | |
| 14 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.97% | -0.29% | +0.09% | |
| 15 | MCO | Moody's CORP | 股票-金融 | 1.95% | -0.07% | — | |
| 16 | CB | Chubb Limited | 股票-金融 | 1.91% | — | +8.11% | |
| 17 | BRO | Brown & Brown Inc | 股票-金融 | 1.90% | +0.11% | — | |
| 18 | CPRT | Copart Inc | 股票-工業 | 1.88% | -0.60% | +0.03% | |
| 19 | WSO | Watsco Inc | 股票-工業 | 1.75% | -0.33% | EXIT | |
| 20 | KO | The Coca-Cola Company | 股票-非循環性消費 | 1.62% | +0.04% | -4.49% | |
| 21 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.62% | -0.02% | +0.31% | |
| 22 | FAST | Fastenal Co | 股票-工業 | 1.54% | -0.05% | +99.93% | |
| 23 | EXE | Expand Energy CORP | 股票-能源 | 1.43% | -0.15% | — | |
| 24 | CDW | Cdw Corp/de | 股票-科技 | 1.40% | — | +4.04% | |
| 25 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.39% | -0.10% | — | |
| 26 | FANG | Diamondback Energy Inc | 股票-能源 | 1.31% | -0.28% | — | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.31% | -0.35% | +10.31% | |
| 28 | AKX | Ansys Inc | 股票-其他 | 1.28% | — | -26.51% | |
| 29 | AOS | Smith (a.o.) CORP | 股票-工業 | 1.28% | -0.12% | +4.50% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 1.25% | -0.23% | — | |
| 31 | FNF | Fidelity National Financial | 股票-金融 | 1.23% | -0.75% | — | |
| 32 | TFC | Truist Financial CORP | 股票-金融 | 1.19% | -0.98% | +0.29% | |
| 33 | LB | Landbridge Co Llc-a | 股票-其他 | 1.16% | +0.25% | +1.64% | |
| 34 | CSL | Carlisle Cos Inc | 股票-工業 | 1.11% | -0.11% | — | |
| 35 | BL | Blackline Inc | 股票-科技 | 1.10% | -0.07% | — | |
| 36 | LHX | L3harris Technologies Inc | 股票-工業 | 1.08% | -0.32% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +2.01% | -53.32% | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.07% | -0.36% | — | |
| 39 | XPEL | Xpel Inc | 股票-其他 | 1.03% | +0.05% | +12.48% | |
| 40 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.94% | — | — | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.92% | -1.33% | — | |
| 42 | HAE | Haemonetics Corp/mass | 股票-其他 | 0.92% | — | -0.53% | |
| 43 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.84% | — | — | |
| 44 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.81% | -0.47% | +1.87% | |
| 45 | RMBS | Rambus Inc | 股票-科技 | 0.80% | -0.84% | — | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.76% | -0.01% | — | |
| 47 | SNX | TD Synnex CORP | 股票-科技 | 0.76% | +0.34% | +18.95% | |
| 48 | BN | Brookfield CORP | 股票-金融 | 0.71% | -0.54% | +0.49% | |
| 49 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.69% | — | — | |
| 50 | FNV | Franco-nevada CORP | 股票-原物料 | 0.68% | -0.49% | +2.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +2.40% | 加碼 |
| 2 | APG | Api Group CORP | +0.9% | — | 不變 |
| 3 | ZTS | Zoetis Inc | +0.9% | NEW | 新建倉 |
| 4 | WSO | Watsco Inc | +0.6% | +81.82% | 加碼 |
| 5 | HEI-A | Heico Corp-class A | +0.6% | — | 不變 |
| 6 | TXN | Texas Instruments Inc | +0.3% | +0.02% | 加碼 |
| 7 | XPEL | Xpel Inc | +0.3% | +12.48% | 加碼 |
| 8 | SNX | TD Synnex CORP | +0.3% | +18.95% | 加碼 |
| 9 | BLDR | Builders Firstsource Inc | +0.3% | +2708.33% | 加碼 |
| 10 | SIMO | Silicon Motion Technol-adr | +0.2% | +15.79% | 加碼 |
| 11 | MIR | Mirion Technologies Inc | +0.2% | — | 不變 |
| 12 | SLAB | Silicon Laboratories Inc | +0.2% | — | 不變 |
| 13 | CDW | Cdw Corp/de | +0.1% | +4.04% | 加碼 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | — | 不變 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | — | 不變 |
| 16 | BL | Blackline Inc | +0.1% | — | 不變 |
| 17 | RMBS | Rambus Inc | +0.1% | — | 不變 |
| 18 | ROP | Roper Technologies Inc | +0.1% | +11.87% | 加碼 |
| 19 | HAE | Haemonetics Corp/mass | +0.1% | -0.53% | 減碼 |
| 20 | WPM | Wheaton Precious Metals CORP | +0.1% | +1.87% | 加碼 |
| 21 | BATRK | Atlanta Braves Holdings In-c | +0.1% | — | 不變 |
| 22 | BN | Brookfield CORP | +0.1% | +0.49% | 加碼 |
| 23 | PBT | Permian Basin Royalty Trust | +0.1% | -2.50% | 減碼 |
| 24 | MCO | Moody's CORP | +0.1% | — | 不變 |
| 25 | FAST | Fastenal Co | +0.1% | +99.93% | 加碼 |
| 26 | CSL | Carlisle Cos Inc | +0.1% | — | 不變 |
| 27 | SBAC | Sba Communications CORP | +0.1% | — | 不變 |
| 28 | ALC | Alcon Inc. | +0.1% | +25.46% | 加碼 |
| 29 | ATR | Aptargroup Inc | 0% | — | 不變 |
| 30 | EXE | Expand Energy CORP | 0% | — | 不變 |
| 31 | SPGI | S&p Global Inc | 0% | — | 不變 |
| 32 | CVX | Chevron CORP | -0.1% | +10.31% | 加碼 |
| 33 | WU | Western Union Co | -0.2% | -7.27% | 減碼 |
| 34 | LOW | Lowe's Cos Inc | -0.2% | +0.09% | 加碼 |
| 35 | UHAL-B | U-haul Holding Co-non Voting | -0.2% | EXIT | 清倉 |
| 36 | VVV | Valvoline Inc | -0.2% | EXIT | 清倉 |
| 37 | ACN | Accenture plc | -0.2% | -0.20% | 減碼 |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +1400.00% | 加碼 |
| 39 | FNF | Fidelity National Financial | -0.3% | — | 不變 |
| 40 | MA | Mastercard Inc - A | -0.3% | -4.12% | 減碼 |
| 41 | FANG | Diamondback Energy Inc | -0.3% | — | 不變 |
| 42 | OTIS | Otis Worldwide CORP | -0.3% | EXIT | 清倉 |
| 43 | BRO | Brown & Brown Inc | -0.3% | — | 不變 |
| 44 | AKX | Ansys Inc | -0.4% | -26.51% | 減碼 |
| 45 | CPRT | Copart Inc | -0.4% | +0.03% | 加碼 |
| 46 | BAM | Brookfield Asset Mgmt-a | -0.4% | -96.93% | 減碼 |
| 47 | CHE | Chemed CORP | -0.4% | +11.29% | 加碼 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | -53.32% | 減碼 |
| 49 | IQV | Iqvia Holdings Inc | -0.7% | -48.29% | 減碼 |
| 50 | TPL | Texas Pacific Land CORP | -1.5% | +2.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Schwartz Investment Counsel Inc 在 Q2 2025 季度的美股持倉總市值約為 US$30.1億，共申報了 124 個公開持股部位。
在 Q2 2025 季度，Schwartz Investment Counsel Inc 按市值排列的前三大核心持股分別為：TPL (5.4%)、MA (4.3%)、HEI-A (3.9%)。其中最大持股部位 TPL 佔據整體投資組合約 5.4% 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
ZTS
市值: US$2807.1萬
本季最大獲利了結 / 清倉標的
OTIS
前期市值: US$877.2萬
在 Q2 2025 季度中，Schwartz Investment Counsel Inc 共進行了 32 項持倉異動，包含新建倉 1 個部位、加碼 19 個部位、減碼 9 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ZTS。 本季清倉部位包含 OTIS。
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。