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: 0001731876
申報總市值
US$10.1億
US$10.1億
124 檔
17.8%
Steigerwald, Gordon & Koch Inc. 在 Q2 2025 季度的美股部位總計估值為 US$10.1億，分散於 124 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Steigerwald, Gordon & Koch Inc. 積極進場，新開立 0 個部位並同步加碼 31 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, JPM）累計市值佔比達 17.8%，是驅動 Steigerwald, Gordon & Koch Inc. 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 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -0.08% | +1.64% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.25% | +0.37% | -0.48% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.85% | +0.21% | -0.63% | |
| 4 | CACI | Caci International Inc -cl A | 股票-科技 | 3.16% | -0.65% | +0.38% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.09% | +0.29% | -0.09% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.06% | +0.24% | +0.20% | |
| 7 | DE | Deere & Co | 股票-工業 | 2.95% | +0.20% | -0.32% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 2.95% | -0.24% | +0.04% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.91% | -0.49% | -0.16% | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 2.87% | -0.53% | -0.46% | |
| 11 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.87% | -0.32% | +0.07% | |
| 12 | SYK | Stryker CORP | 股票-醫療保健 | 2.86% | -0.16% | +0.17% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 2.85% | -0.03% | -0.18% | |
| 14 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 2.81% | +0.22% | -0.26% | |
| 15 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.68% | +0.22% | +0.04% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 2.60% | +0.09% | +0.35% | |
| 17 | CARR | Carrier Global CORP | 股票-工業 | 2.35% | +0.43% | +0.22% | |
| 18 | ACN | Accenture plc | 股票-科技 | 2.21% | -0.62% | +1.37% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 2.09% | -0.04% | +1.09% | |
| 20 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.08% | -0.18% | +0.75% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.94% | -0.64% | +0.98% | |
| 22 | VTR | Ventas Inc | 股票-房地產 | 1.87% | +0.09% | +1.14% | |
| 23 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.87% | +0.37% | +2.37% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.84% | -0.01% | +1.77% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.83% | -0.22% | +2.17% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.72% | -0.05% | +19.34% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 1.70% | -0.43% | +2.50% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.67% | +0.04% | +1.30% | |
| 29 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.63% | -0.28% | +0.15% | |
| 30 | SYY | Sysco CORP | 股票-非循環性消費 | 1.57% | +0.16% | +0.52% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.47% | -0.24% | +2.32% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.52% | +18.53% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 1.33% | -0.30% | +1.91% | |
| 34 | LIN | Linde plc | 股票-原物料 | 1.31% | +0.02% | +17.98% | |
| 35 | OMC | Omnicom Group | 股票-通訊服務 | 1.22% | -0.18% | +1.02% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 1.22% | -0.40% | +2.36% | |
| 37 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.19% | -0.91% | EXIT | |
| 38 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.19% | -0.32% | -1.52% | |
| 39 | RVTY | Revvity Inc | 股票-醫療保健 | 1.16% | +0.16% | +0.00% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工業 | 1.12% | -0.08% | +0.44% | |
| 41 | GIS | General Mills Inc | 股票-非循環性消費 | 1.08% | -0.32% | -0.48% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | +0.12% | +4.19% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.75% | +0.03% | +3.72% | |
| 44 | CTVA | Corteva Inc | 股票-原物料 | 0.46% | -0.05% | -1.06% | |
| 45 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.44% | +0.13% | -9.27% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | +0.05% | -0.61% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.34% | -0.01% | -0.11% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.32% | +0.05% | +2.38% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.30% | +0.02% | +2.77% | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.29% | +0.03% | -1.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +1.64% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.8% | +19.34% | 加碼 |
| 3 | CACI | Caci International Inc -cl A | +0.6% | +0.38% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.63% | 減碼 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -0.09% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +18.53% | 加碼 |
| 7 | DIS | Walt Disney Co/the | +0.3% | +2.32% | 加碼 |
| 8 | CARR | Carrier Global CORP | +0.2% | +0.22% | 加碼 |
| 9 | WMT | Walmart Inc | +0.1% | -0.16% | 減碼 |
| 10 | WFC | Wells Fargo & Co | +0.1% | -0.18% | 減碼 |
| 11 | LIN | Linde plc | +0.1% | +17.98% | 加碼 |
| 12 | BA | Boeing Co/the | +0.1% | +3.72% | 加碼 |
| 13 | RTX | Rtx CORP | +0.1% | +0.04% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.1% | -0.61% | 減碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.19% | 加碼 |
| 16 | MCK | Mckesson CORP | +0.1% | -0.46% | 減碼 |
| 17 | DE | Deere & Co | +0.1% | -0.32% | 減碼 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +10.60% | 加碼 |
| 19 | CTVA | Corteva Inc | +0.1% | -1.06% | 減碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | -16.57% | 減碼 |
| 21 | EVLV | Evolv Technologies Holdings | 0% | -13.28% | 減碼 |
| 22 | SYK | Stryker CORP | 0% | +0.17% | 加碼 |
| 23 | AMZN | Amazon.com Inc | 0% | -1.00% | 減碼 |
| 24 | AVGO | Broadcom Inc | 0% | -6.85% | 減碼 |
| 25 | T | At&t Inc | 0% | +2.36% | 加碼 |
| 26 | TROW | T Rowe Price Group Inc | 0% | -1.52% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | 0% | -11.31% | 減碼 |
| 28 | KMI | Kinder Morgan, Inc. | 0% | +0.75% | 加碼 |
| 29 | ADBE | Adobe Inc | 0% | +2.50% | 加碼 |
| 30 | LLY | Eli Lilly & Co | 0% | -4.69% | 減碼 |
| 31 | PFE | Pfizer Inc | -0.1% | +1.91% | 加碼 |
| 32 | ADP | Automatic Data Processing | -0.1% | +0.35% | 加碼 |
| 33 | TRV | Travelers Cos Inc/the | -0.1% | +0.04% | 加碼 |
| 34 | V | Visa Inc-class A Shares | -0.1% | +0.20% | 加碼 |
| 35 | 6D8 | Dupont De Nemours Inc | -0.2% | +1.31% | 加碼 |
| 36 | OTIS | Otis Worldwide CORP | -0.2% | +0.15% | 加碼 |
| 37 | UPS | United Parcel Service-cl B | -0.2% | +0.44% | 加碼 |
| 38 | RVTY | Revvity Inc | -0.2% | +0.00% | 加碼 |
| 39 | ZTS | Zoetis Inc | -0.2% | +0.98% | 加碼 |
| 40 | ACN | Accenture plc | -0.2% | +1.37% | 加碼 |
| 41 | DOW | Dow Inc | -0.2% | -23.61% | 減碼 |
| 42 | DKS | Dick's Sporting Goods Inc | -0.2% | -0.26% | 減碼 |
| 43 | GIS | General Mills Inc | -0.2% | -0.48% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | +1.77% | 加碼 |
| 45 | OMC | Omnicom Group | -0.3% | +1.02% | 加碼 |
| 46 | CHKP | Check Point Software Technologies Ltd. | -0.3% | +0.07% | 加碼 |
| 47 | VTR | Ventas Inc | -0.3% | +1.14% | 加碼 |
| 48 | ELV | Elevance Health Inc | -0.3% | +2.37% | 加碼 |
| 49 | AMGN | Amgen Inc | -0.4% | +1.09% | 加碼 |
| 50 | AAPL | Apple Inc | -0.6% | -0.48% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Steigerwald, Gordon & Koch Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$10.1億，共申報了 124 個公開持股部位。
在 Q2 2025 季度，Steigerwald, Gordon & Koch Inc. 按市值排列的前三大核心持股分別為：MSFT (4.6%)、AAPL (4.3%)、JPM (3.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.6% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4380.9萬
在 Q2 2025 季度中，Steigerwald, Gordon & Koch Inc. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 31 個部位、減碼 19 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。
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。