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: 0001599623
申報總市值
US$4.0億
US$4.0億
111 檔
32.2%
根據最新整理的 13F 季度數據集，Shoker Investment Counsel, Inc. 於 Q4 2025 結束時的管理資產規模為 US$4.0億。該機構在本季度申報了 111 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2025 的申報記錄反映 Shoker Investment Counsel, Inc. 的板塊替換策略：機構本季推動了 26 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 IJR, IJH, IEFA）占據了總市值的 32.2%，展現出該機構在 Q4 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 11.66% | -0.17% | -5.07% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 9.18% | -0.09% | +0.64% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 9.05% | -0.48% | +0.67% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.46% | -0.20% | -0.66% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.21% | -0.27% | +3.16% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.75% | -0.17% | +0.97% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.75% | -0.09% | -2.63% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 2.34% | +0.83% | -1.25% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.02% | -2.75% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.17% | +0.02% | +2.15% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.09% | +0.09% | -0.69% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.89% | +0.15% | +0.34% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | +0.01% | -1.71% | |
| 14 | LRCX | Lam Research CORP | 股票-科技 | 1.69% | +0.57% | -1.14% | |
| 15 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.53% | -0.19% | +0.40% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.47% | +0.02% | -2.95% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.55% | +0.68% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | +0.32% | -2.17% | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.26% | -0.26% | -0.79% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 1.24% | +1.18% | -0.32% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.16% | +0.15% | -0.65% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | -0.12% | -1.66% | |
| 23 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.06% | +0.02% | +4.16% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.01% | -0.04% | +1.24% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.38% | -0.23% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 0.98% | — | +0.10% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.96% | -0.18% | +0.49% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | +0.35% | +0.76% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.94% | — | -1.18% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | +0.03% | +1.59% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.91% | -0.05% | +1.70% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | -0.17% | -1.51% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.88% | +0.05% | +1.94% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 0.86% | -0.12% | +1.84% | |
| 35 | MMM | 3m Co | 股票-工業 | 0.85% | — | -0.03% | |
| 36 | GD | General Dynamics CORP | 股票-工業 | 0.85% | +0.03% | +1.27% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.81% | -0.10% | +2.78% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.80% | -0.03% | -8.25% | |
| 39 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.78% | -0.21% | +0.30% | |
| 40 | PAYX | Paychex Inc | 股票-科技 | 0.77% | +0.05% | +0.97% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | +0.35% | -3.32% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.74% | -0.20% | -11.09% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.72% | -0.01% | +0.45% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | -0.03% | +0.53% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.65% | -0.04% | -7.25% | |
| 46 | FFBC | First Financial Bancorp | 股票-其他 | 0.59% | +0.03% | +0.14% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.58% | -0.03% | -5.08% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.58% | -0.01% | -0.06% | |
| 49 | MO | Altria Group Inc | 股票-非循環性消費 | 0.57% | -0.01% | +2.24% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.54% | +0.08% | +4.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.4% | -1.14% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +0.3% | -0.32% | 減碼 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +0.67% | 加碼 |
| 4 | KLAC | Kla CORP | +0.2% | -1.25% | 減碼 |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +1.70% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.1% | -2.17% | 減碼 |
| 7 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +3.16% | 加碼 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.64% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.02% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.66% | 減碼 |
| 11 | ADI | Analog Devices Inc | +0.1% | -0.65% | 減碼 |
| 12 | AAPL | Apple Inc | +0.1% | -2.63% | 減碼 |
| 13 | USB | US Bancorp | +0.1% | +1.94% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.34% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.15% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +0.68% | 加碼 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.97% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | -0.69% | 減碼 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | +0.30% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.16% | 加碼 |
| 21 | PEBO | Peoples Bancorp Inc | +0.1% | +24.03% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +0.76% | 加碼 |
| 23 | HBAN | Huntington Bancshares Inc | 0% | +4.16% | 加碼 |
| 24 | TXN | Texas Instruments Inc | -0.1% | +0.76% | 加碼 |
| 25 | SO | Southern Co/the | -0.1% | +2.78% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -12.80% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -3.32% | 減碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -15.11% | 減碼 |
| 29 | MO | Altria Group Inc | -0.1% | +2.24% | 加碼 |
| 30 | MDY | State Street Spdr S&p Midcap | -0.1% | -8.25% | 減碼 |
| 31 | VUG | Vanguard Growth ETF | -0.1% | -57.46% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.1% | -2.95% | 減碼 |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +1.59% | 加碼 |
| 34 | 6D8 | Dupont De Nemours Inc | -0.1% | -5.18% | 減碼 |
| 35 | KMB | Kimberly-clark CORP | -0.1% | +4.26% | 加碼 |
| 36 | PAYX | Paychex Inc | -0.1% | +0.97% | 加碼 |
| 37 | NVDA | Nvidia CORP | -0.1% | -40.18% | 減碼 |
| 38 | PFE | Pfizer Inc | -0.1% | -11.09% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.2% | -1.71% | 減碼 |
| 40 | MPC | Marathon Petroleum CORP | -0.3% | +0.40% | 加碼 |
| 41 | PG | Procter & Gamble Co/the | -0.4% | -0.66% | 減碼 |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.6% | -5.07% | 減碼 |
| 43 | EMN | Eastman Chemical Co | — | NEW | 新建倉 |
| 44 | DOW | Dow Inc | — | EXIT | 清倉 |
| 45 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 46 | MSTR | Strategy Inc | — | EXIT | 清倉 |
| 47 | LCNB | Lcnb Corporation | — | NEW | 新建倉 |
| 48 | CRM | Salesforce Inc | — | EXIT | 清倉 |
| 49 | BITB | Bitwise Bitcoin ETF | — | EXIT | 清倉 |
| 50 | MKL | Markel Group Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Shoker Investment Counsel, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 111 個公開持股部位。
在 Q4 2025 季度，Shoker Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：IJR (11.7%)、IJH (9.2%)、IEFA (9.1%)。其中最大持股部位 IJR 佔據整體投資組合約 11.7% 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
EMN
市值: US$163.9萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$149.2萬
在 Q4 2025 季度中，Shoker Investment Counsel, Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EMN。 本季清倉部位包含 DOW。
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。