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
924 檔
19.6%
在 Q4 2025 申報期間，Steigerwald, Gordon & Koch Inc.（CIK: 0001731876）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.1億，共持有 924 個公開申報部位。
從 Q4 2025 申報觀察，Steigerwald, Gordon & Koch Inc. 採取防禦導向的調倉策略，本季減碼 35 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Steigerwald, Gordon & Koch Inc. 的前 5 大核心持股（包含 AAPL, MSFT, JPM 等）合計佔整體申報市值的 19.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 924 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 | 4.92% | +0.37% | -2.12% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.08% | -1.56% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.73% | +0.21% | -2.46% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 3.25% | -0.24% | -2.26% | |
| 5 | CACI | Caci International Inc -cl A | 股票-科技 | 3.15% | -0.65% | -1.54% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 2.94% | -0.03% | -1.55% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.92% | -0.49% | -2.46% | |
| 8 | MCK | Mckesson CORP | 股票-醫療保健 | 2.88% | -0.53% | -1.44% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.75% | +0.29% | -2.40% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.73% | +0.52% | +5.79% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | +0.24% | -0.67% | |
| 12 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 2.70% | — | -2.81% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.63% | +0.22% | -1.09% | |
| 14 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 2.43% | +0.22% | -3.03% | |
| 15 | DE | Deere & Co | 股票-工業 | 2.42% | +0.20% | -1.12% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 2.31% | -0.16% | +0.20% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.27% | -0.01% | -0.93% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 2.22% | -0.04% | -1.07% | |
| 19 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.20% | -0.32% | -0.40% | |
| 20 | VTR | Ventas Inc | 股票-房地產 | 2.05% | +0.09% | -1.83% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.98% | +0.09% | -0.35% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.90% | -0.22% | -1.62% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.86% | -0.62% | +0.86% | |
| 24 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.77% | -0.18% | +0.06% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.65% | -0.05% | +8.42% | |
| 26 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.53% | +0.37% | -0.12% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.51% | +0.04% | -0.03% | |
| 28 | CARR | Carrier Global CORP | 股票-工業 | 1.51% | +0.43% | -2.34% | |
| 29 | LIN | Linde plc | 股票-原物料 | 1.40% | +0.02% | +12.35% | |
| 30 | SYY | Sysco CORP | 股票-非循環性消費 | 1.35% | +0.16% | -3.09% | |
| 31 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.27% | -0.28% | -2.53% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.23% | -0.43% | -8.97% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 1.22% | -0.30% | +0.63% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.22% | -0.24% | -0.36% | |
| 35 | OMC | Omnicom Group | 股票-通訊服務 | 1.17% | -0.18% | -4.87% | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.09% | -0.64% | -21.38% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | +0.12% | +1.02% | |
| 38 | RVTY | Revvity Inc | 股票-醫療保健 | 1.02% | +0.16% | -3.12% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.99% | -0.40% | +1.82% | |
| 40 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.99% | -0.32% | -10.43% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.74% | +0.03% | +2.38% | |
| 42 | GIS | General Mills Inc | 股票-非循環性消費 | 0.69% | -0.32% | -15.02% | |
| 43 | Q | Qnity Electronics Inc | 股票-科技 | 0.67% | +0.49% | — | |
| 44 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.66% | -0.91% | EXIT | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 0.57% | -0.08% | -27.35% | |
| 46 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.54% | +0.13% | -0.09% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.05% | +20.13% | |
| 48 | JPM 5.75 PERP DD債券 | Jpmorgan Chase & Co | 債券 | 0.42% | — | -1.84% | |
| 49 | CTVA | Corteva Inc | 股票-原物料 | 0.36% | -0.05% | -2.46% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.35% | -0.01% | -1.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +5.79% | 加碼 |
| 2 | AMGN | Amgen Inc | +0.3% | -1.07% | 減碼 |
| 3 | WFC | Wells Fargo & Co | +0.3% | -1.55% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | -0.93% | 減碼 |
| 5 | RTX | Rtx CORP | +0.2% | -2.26% | 減碼 |
| 6 | AAPL | Apple Inc | +0.2% | -2.12% | 減碼 |
| 7 | ACN | Accenture plc | +0.2% | +0.86% | 加碼 |
| 8 | VTR | Ventas Inc | +0.2% | -1.83% | 減碼 |
| 9 | CACI | Caci International Inc -cl A | +0.2% | -1.54% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | -2.46% | 減碼 |
| 11 | MCK | Mckesson CORP | +0.1% | -1.44% | 減碼 |
| 12 | ELV | Elevance Health Inc | +0.1% | -0.12% | 減碼 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +1.59% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | -1.62% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +20.13% | 加碼 |
| 16 | KO | Coca-cola Co/the | +0.1% | -0.03% | 減碼 |
| 17 | TRV | Travelers Cos Inc/the | +0.1% | -1.09% | 減碼 |
| 18 | RVTY | Revvity Inc | +0.1% | -3.12% | 減碼 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -2.40% | 減碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +1.18% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.1% | -0.67% | 減碼 |
| 22 | DHR | Danaher CORP | 0% | -1.23% | 減碼 |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +1.02% | 加碼 |
| 24 | CAT | Caterpillar Inc | 0% | -1.61% | 減碼 |
| 25 | MAR | Marriott International -cl A | 0% | +64.94% | 加碼 |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | -11.03% | 減碼 |
| 27 | ORLY | O'reilly Automotive Inc | 0% | -67.50% | 減碼 |
| 28 | HD | Home Depot Inc | 0% | -2.42% | 減碼 |
| 29 | DOW | Dow Inc | -0.1% | -34.63% | 減碼 |
| 30 | KMI | Kinder Morgan, Inc. | -0.1% | +0.06% | 加碼 |
| 31 | OMC | Omnicom Group | -0.1% | -4.87% | 減碼 |
| 32 | OTIS | Otis Worldwide CORP | -0.1% | -2.53% | 減碼 |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -27.35% | 減碼 |
| 34 | TROW | T Rowe Price Group Inc | -0.1% | -10.43% | 減碼 |
| 35 | T | At&t Inc | -0.1% | +1.82% | 加碼 |
| 36 | SYK | Stryker CORP | -0.1% | +0.20% | 加碼 |
| 37 | ADBE | Adobe Inc | -0.1% | -8.97% | 減碼 |
| 38 | GIS | General Mills Inc | -0.2% | -15.02% | 減碼 |
| 39 | SYY | Sysco CORP | -0.2% | -3.09% | 減碼 |
| 40 | CARR | Carrier Global CORP | -0.2% | -2.34% | 減碼 |
| 41 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -0.40% | 減碼 |
| 42 | ADP | Automatic Data Processing | -0.3% | -0.35% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.3% | -1.56% | 減碼 |
| 44 | DKS | Dick's Sporting Goods Inc | -0.4% | -3.03% | 減碼 |
| 45 | ZTS | Zoetis Inc | -0.5% | -21.38% | 減碼 |
| 46 | ORCL | Oracle CORP | -0.6% | +8.42% | 加碼 |
| 47 | 6D8 | Dupont De Nemours Inc | -0.6% | +4.36% | 加碼 |
| 48 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 49 | VGIT | Vanguard Intermediate-term T | — | NEW | 新建倉 |
| 50 | BRNY | Burney US Factor Rotation | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Steigerwald, Gordon & Koch Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$10.1億，共申報了 924 個公開持股部位。
在 Q4 2025 季度，Steigerwald, Gordon & Koch Inc. 按市值排列的前三大核心持股分別為：AAPL (4.9%)、MSFT (3.9%)、JPM (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
Q
市值: US$694.8萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4908.6萬
在 Q4 2025 季度中，Steigerwald, Gordon & Koch Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 12 個部位、減碼 35 個部位以及清倉 0 個部位。 其中最大新建倉標的為 Q。
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。