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
823 檔
19.4%
根據最新整理的 13F 季度數據集，Steigerwald, Gordon & Koch Inc. 於 Q3 2025 結束時的管理資產規模為 US$10.1億。該機構在本季度申報了 823 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，Steigerwald, Gordon & Koch Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 28 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, JPM）占據了總市值的 19.4%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 823 檔）
| # | 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 | 4.71% | +0.37% | -1.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.08% | -2.13% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.74% | +0.21% | -1.98% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 3.04% | -0.24% | -1.10% | |
| 5 | CACI | Caci International Inc -cl A | 股票-科技 | 3.00% | -0.65% | -0.18% | |
| 6 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 2.82% | +0.22% | -2.11% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.77% | -0.49% | -0.80% | |
| 8 | MCK | Mckesson CORP | 股票-醫療保健 | 2.76% | -0.53% | -0.06% | |
| 9 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 2.71% | — | — | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.69% | -0.03% | -0.90% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 2.68% | +0.29% | -0.45% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.67% | +0.24% | -0.19% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.56% | +0.22% | +0.43% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.46% | -0.32% | +0.69% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 2.43% | -0.16% | -0.11% | |
| 16 | DE | Deere & Co | 股票-工業 | 2.40% | +0.20% | -0.66% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 2.27% | +0.09% | +0.53% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 2.20% | -0.05% | +9.40% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.05% | -0.01% | +0.88% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.52% | +11.81% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.93% | -0.04% | +0.68% | |
| 22 | VTR | Ventas Inc | 股票-房地產 | 1.89% | +0.09% | +0.16% | |
| 23 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.82% | -0.18% | +0.13% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.81% | -0.22% | -0.12% | |
| 25 | CARR | Carrier Global CORP | 股票-工業 | 1.74% | +0.43% | -0.06% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.69% | -0.62% | +1.98% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.61% | -0.64% | -2.85% | |
| 28 | SYY | Sysco CORP | 股票-非循環性消費 | 1.55% | +0.16% | -0.12% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.43% | +0.04% | +0.73% | |
| 30 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.41% | +0.37% | +0.04% | |
| 31 | LIN | Linde plc | 股票-原物料 | 1.38% | +0.02% | +14.49% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.36% | -0.28% | -0.51% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 1.36% | -0.43% | -4.11% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.24% | -0.30% | -1.86% | |
| 35 | OMC | Omnicom Group | 股票-通訊服務 | 1.24% | -0.18% | -1.30% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.23% | -0.24% | -0.26% | |
| 37 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.22% | -0.91% | EXIT | |
| 38 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.10% | -0.32% | -3.69% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 1.10% | -0.40% | +2.27% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.12% | -1.46% | |
| 41 | RVTY | Revvity Inc | 股票-醫療保健 | 0.95% | +0.16% | -0.62% | |
| 42 | GIS | General Mills Inc | 股票-非循環性消費 | 0.88% | -0.32% | -7.88% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.72% | +0.03% | +2.69% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工業 | 0.66% | -0.08% | -21.44% | |
| 45 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.53% | +0.13% | +0.67% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | +0.05% | +3.21% | |
| 47 | JPM 5.75 PERP DD債券 | Jpmorgan Chase & Co | 債券 | 0.43% | — | — | |
| 48 | CTVA | Corteva Inc | 股票-原物料 | 0.38% | -0.05% | -0.15% | |
| 49 | JPM 4.75 PERP GG債券 | Jpmorgan Chase & Co | 債券 | 0.35% | — | — | |
| 50 | WFC 4.75 PERP Z債券 | Wells Fargo & Company | 債券 | 0.33% | — | — |
| # | 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% | +9.40% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +11.81% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | -2.13% | 減碼 |
| 4 | CACI | Caci International Inc -cl A | +0.4% | -0.18% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -1.98% | 減碼 |
| 6 | RTX | Rtx CORP | +0.2% | -1.10% | 減碼 |
| 7 | LIN | Linde plc | +0.2% | +14.49% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +3.21% | 加碼 |
| 9 | BA | Boeing Co/the | +0.1% | +2.69% | 加碼 |
| 10 | BWA | Borgwarner Inc | +0.1% | +0.67% | 減碼 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.93% | 減碼 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +9.65% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.46% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | 0% | -3.61% | 減碼 |
| 15 | PHIN | Phinia Inc | 0% | -0.73% | 減碼 |
| 16 | DIS | Walt Disney Co/the | 0% | -0.26% | 加碼 |
| 17 | WMT | Walmart Inc | — | -0.80% | 減碼 |
| 18 | WFC | Wells Fargo & Co | 0% | -0.90% | 減碼 |
| 19 | JNJ | Johnson & Johnson | 0% | +0.88% | 加碼 |
| 20 | MCK | Mckesson CORP | -0.1% | -0.06% | 減碼 |
| 21 | IBM | Intl Business Machines CORP | -0.1% | -0.45% | 減碼 |
| 22 | SYY | Sysco CORP | -0.1% | -0.12% | 加碼 |
| 23 | TROW | T Rowe Price Group Inc | -0.1% | -3.69% | 減碼 |
| 24 | NEE | Nextera Energy Inc | -0.1% | -0.12% | 加碼 |
| 25 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.13% | 加碼 |
| 26 | AAPL | Apple Inc | -0.2% | -1.78% | 減碼 |
| 27 | DKS | Dick's Sporting Goods Inc | -0.2% | -2.11% | 減碼 |
| 28 | TRV | Travelers Cos Inc/the | -0.2% | +0.43% | 加碼 |
| 29 | DOW | Dow Inc | -0.3% | -22.18% | 減碼 |
| 30 | KO | Coca-cola Co/the | -0.3% | +0.73% | 加碼 |
| 31 | ADBE | Adobe Inc | -0.4% | -4.11% | 減碼 |
| 32 | RVTY | Revvity Inc | -0.4% | -0.62% | 減碼 |
| 33 | CARR | Carrier Global CORP | -0.4% | -0.06% | 加碼 |
| 34 | OTIS | Otis Worldwide CORP | -0.4% | -0.51% | 減碼 |
| 35 | GIS | General Mills Inc | -0.4% | -7.88% | 減碼 |
| 36 | ADP | Automatic Data Processing | -0.5% | +0.53% | 加碼 |
| 37 | DE | Deere & Co | -0.5% | -0.66% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.5% | +0.68% | 加碼 |
| 39 | V | Visa Inc-class A Shares | -0.5% | -0.19% | 加碼 |
| 40 | ZTS | Zoetis Inc | -0.5% | -2.85% | 減碼 |
| 41 | UPS | United Parcel Service-cl B | -0.6% | -21.44% | 減碼 |
| 42 | CHKP | Check Point Software Technologies Ltd. | -0.7% | +0.69% | 加碼 |
| 43 | ACN | Accenture plc | -0.7% | +1.98% | 加碼 |
| 44 | ELV | Elevance Health Inc | -0.8% | +0.04% | 加碼 |
| 45 | ABBNY | Abb Ltd-spon Adr | — | NEW | 新建倉 |
| 46 | JPM 5.75 PERP DD債券 | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 47 | JPM 4.75 PERP GG債券 | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 48 | WFC 4.75 PERP Z債券 | Wells Fargo & Company | — | NEW | 新建倉 |
| 49 | WFC 5.625 PERP Y債券 | Wells Fargo & Company | — | NEW | 新建倉 |
| 50 | ACLLY | Accelleron Industries AG | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Steigerwald, Gordon & Koch Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$10.1億，共申報了 823 個公開持股部位。
在 Q3 2025 季度，Steigerwald, Gordon & Koch Inc. 按市值排列的前三大核心持股分別為：AAPL (4.7%)、MSFT (4.3%)、JPM (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.7% 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
ABBNY
市值: US$2819.2萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4380.9萬
在 Q3 2025 季度中，Steigerwald, Gordon & Koch Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ABBNY。
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。