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: 0001276853
申報總市值
US$7.4億
US$7.4億
122 檔
18.6%
Q3 2025 季度申報顯示，Wilkins Investment Counsel Inc 揭露的美股組合總市值為 US$7.4億，涵蓋 122 個不同之權益投資部位。
在 Q3 2025，Wilkins Investment Counsel Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 32 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Wilkins Investment Counsel Inc 的前 5 大持股（包含 NEM, IBM, MMM）貢獻了組合市值的 18.6%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | NEM | Newmont CORP | 股票-原物料 | 6.52% | -1.17% | -7.04% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 3.39% | +0.23% | -6.10% | |
| 3 | MMM | 3m Co | 股票-工業 | 3.31% | +0.13% | -0.47% | |
| 4 | ADP | Automatic Data Processing | 股票-科技 | 3.18% | +0.10% | -2.97% | |
| 5 | WMB | Williams Cos Inc | 股票-能源 | 3.17% | -0.20% | -2.22% | |
| 6 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.17% | -0.02% | +1.19% | |
| 7 | CB | Chubb Limited | 股票-金融 | 3.10% | -0.07% | -4.47% | |
| 8 | CTVA | Corteva Inc | 股票-原物料 | 3.08% | -0.22% | -5.46% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.02% | -0.15% | -1.54% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.97% | -0.06% | -7.04% | |
| 11 | MDT | Medtronic plc | 股票-醫療保健 | 2.87% | -0.15% | +2.04% | |
| 12 | NTRS | Northern Trust CORP | 股票-金融 | 2.75% | +0.31% | -8.00% | |
| 13 | BP | Bp Plc-spons Adr | 股票-能源 | 2.57% | -0.83% | +0.07% | |
| 14 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.43% | -0.12% | -3.90% | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 2.40% | +0.04% | -4.81% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.16% | -0.45% | -2.67% | |
| 17 | SYY | Sysco CORP | 股票-非循環性消費 | 2.15% | +0.10% | -1.71% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 1.99% | +0.05% | +0.43% | |
| 19 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.97% | +0.05% | +8.66% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.02% | — | |
| 21 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.94% | +0.26% | -4.39% | |
| 22 | ILMN | Illumina Inc | 股票-醫療保健 | 1.91% | +0.67% | -0.46% | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 1.86% | +0.59% | -6.46% | |
| 24 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.83% | -1.14% | EXIT | |
| 25 | WY | Weyerhaeuser Co | 股票-房地產 | 1.56% | -0.15% | +5.23% | |
| 26 | SLB | Slb LTD | 股票-能源 | 1.55% | -0.32% | -2.50% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.07% | -0.65% | |
| 28 | CPAY | Corpay Inc | 股票-科技 | 1.47% | +0.10% | +12.84% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 1.44% | +0.10% | +62.37% | |
| 30 | FFIV | F5 Inc | 股票-科技 | 1.39% | +0.16% | -8.30% | |
| 31 | FAST | Fastenal Co | 股票-工業 | 1.35% | -0.08% | -38.27% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 1.31% | +0.45% | -3.86% | |
| 33 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.24% | — | +1.25% | |
| 34 | AMT | American Tower CORP | 股票-房地產 | 0.99% | -0.12% | -9.53% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | -0.05% | -0.51% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | +0.03% | -5.79% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.83% | +0.08% | -3.43% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -1.25% | EXIT | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.78% | -0.17% | -2.01% | |
| 40 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.75% | +0.50% | +10.40% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.24% | -0.03% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.72% | -0.16% | -1.41% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.64% | +0.03% | -7.53% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.59% | +0.48% | -12.42% | |
| 45 | CPRT | Copart Inc | 股票-工業 | 0.54% | -0.11% | +516.99% | |
| 46 | IT | Gartner Inc | 股票-科技 | 0.50% | — | -12.64% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | +0.06% | -1.24% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.44% | -0.05% | -0.64% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.37% | +0.01% | -0.32% | |
| 50 | GIS | General Mills Inc | 股票-非循環性消費 | 0.36% | -0.05% | -1.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | +2.4% | -7.04% | 減碼 |
| 2 | TECH | Bio-techne CORP | +0.6% | +10.40% | 加碼 |
| 3 | NTRS | Northern Trust CORP | +0.5% | -8.00% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | -0.65% | 加碼 |
| 5 | ILMN | Illumina Inc | +0.3% | -0.46% | 加碼 |
| 6 | IQV | Iqvia Holdings Inc | +0.3% | -4.39% | 加碼 |
| 7 | EMR | Emerson Electric Co | +0.3% | -4.81% | 減碼 |
| 8 | MDT | Medtronic plc | +0.2% | +2.04% | 加碼 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -0.51% | 加碼 |
| 10 | SYY | Sysco CORP | +0.1% | -1.71% | 減碼 |
| 11 | MMM | 3m Co | +0.1% | -0.47% | 減碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -5.79% | 減碼 |
| 13 | FISV | Fiserv Inc | +0.1% | +62.37% | 加碼 |
| 14 | GE | General Electric | +0.1% | -0.69% | 減碼 |
| 15 | BNY | Bank Of New York Mellon CORP | +0.1% | — | 減碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -0.03% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | -3.43% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +0.26% | 減碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | — | 減碼 |
| 20 | STT | State Street CORP | +0.1% | — | 不變 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -1.09% | 減碼 |
| 22 | NVS | Novartis Ag-sponsored Adr | +0.1% | -3.90% | 減碼 |
| 23 | COP | Conocophillips | -0.1% | -2.76% | 減碼 |
| 24 | UNP | Union Pacific CORP | -0.1% | -7.53% | 減碼 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -1.25% | 減碼 |
| 26 | WY | Weyerhaeuser Co | -0.1% | +5.23% | 加碼 |
| 27 | GIS | General Mills Inc | -0.1% | -1.92% | 減碼 |
| 28 | CLX | Clorox Company | -0.1% | -10.15% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -4.18% | 減碼 |
| 30 | IBTA | Ibotta Inc-cl A | -0.1% | — | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 減碼 |
| 32 | CTVA | Corteva Inc | -0.2% | -5.46% | 減碼 |
| 33 | IBM | Intl Business Machines CORP | -0.2% | -6.10% | 減碼 |
| 34 | PEP | Pepsico Inc | -0.2% | -2.67% | 減碼 |
| 35 | CL | Colgate-palmolive Co | -0.2% | +1.25% | 加碼 |
| 36 | FFIV | F5 Inc | -0.3% | -8.30% | 減碼 |
| 37 | AMT | American Tower CORP | -0.3% | -9.53% | 減碼 |
| 38 | ACN | Accenture plc | -0.3% | -12.42% | 減碼 |
| 39 | UPS | United Parcel Service-cl B | -0.3% | +0.43% | 加碼 |
| 40 | IFF | Intl Flavors & Fragrances | -0.3% | +8.66% | 加碼 |
| 41 | ADP | Automatic Data Processing | -0.4% | -2.97% | 減碼 |
| 42 | IT | Gartner Inc | -0.4% | -12.64% | 減碼 |
| 43 | SLB | Slb LTD | -0.5% | -2.50% | 減碼 |
| 44 | FAST | Fastenal Co | -0.5% | -38.27% | 加碼 |
| 45 | CB | Chubb Limited | -0.5% | -4.47% | 減碼 |
| 46 | FTNT | Fortinet Inc | -0.5% | -6.46% | 減碼 |
| 47 | PG | Procter & Gamble Co/the | -0.5% | -1.54% | 減碼 |
| 48 | CPRT | Copart Inc | — | NEW | 新建倉 |
| 49 | AKX | Ansys Inc | — | EXIT | 清倉 |
| 50 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wilkins Investment Counsel Inc 在 Q3 2025 季度的美股持倉總市值約為 US$7.4億，共申報了 122 個公開持股部位。
在 Q3 2025 季度，Wilkins Investment Counsel Inc 按市值排列的前三大核心持股分別為：NEM (6.5%)、IBM (3.4%)、MMM (3.3%)。其中最大持股部位 NEM 佔據整體投資組合約 6.5% 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
CPRT
市值: US$381.8萬
本季最大獲利了結 / 清倉標的
AKX
前期市值: US$136.9萬
在 Q3 2025 季度中，Wilkins Investment Counsel Inc 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 32 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CPRT。 本季清倉部位包含 AKX。
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。