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
119 檔
19.3%
根據最新整理的 13F 季度數據集，Wilkins Investment Counsel Inc 於 Q1 2026 結束時的管理資產規模為 US$7.4億。該機構在本季度申報了 119 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，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 41 個部位並完全清倉 4 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, MRK, CTVA）貢獻了組合市值的 19.3%，形成該機構在 Q1 2026 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 | 5.87% | -1.17% | -17.14% | |
| 2 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 4.25% | -0.02% | -1.44% | |
| 3 | CTVA | Corteva Inc | 股票-原物料 | 3.82% | -0.22% | +0.66% | |
| 4 | CB | Chubb Limited | 股票-金融 | 3.49% | -0.07% | -0.98% | |
| 5 | BP | Bp Plc-spons Adr | 股票-能源 | 3.12% | -0.83% | -6.83% | |
| 6 | WMB | Williams Cos Inc | 股票-能源 | 3.02% | -0.20% | -7.10% | |
| 7 | MMM | 3m Co | 股票-工業 | 2.95% | +0.13% | -0.05% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.85% | -0.15% | +0.71% | |
| 9 | NTRS | Northern Trust CORP | 股票-金融 | 2.78% | +0.31% | -0.98% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 2.67% | +0.23% | -0.21% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 2.51% | +0.10% | +10.76% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 2.50% | -0.15% | +2.58% | |
| 13 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.47% | -0.12% | -3.21% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.45% | -0.45% | +2.48% | |
| 15 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 2.40% | +0.05% | +1.52% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.35% | -0.06% | -32.19% | |
| 17 | ILMN | Illumina Inc | 股票-醫療保健 | 2.32% | +0.67% | +0.20% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 2.21% | +0.04% | -0.32% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 2.13% | +0.05% | -1.31% | |
| 20 | SLB | Slb LTD | 股票-能源 | 2.04% | -0.32% | -3.75% | |
| 21 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 2.00% | +0.26% | +19.90% | |
| 22 | WY | Weyerhaeuser Co | 股票-房地產 | 1.84% | -0.15% | +4.20% | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 1.77% | +0.59% | -0.47% | |
| 24 | Q | Qnity Electronics Inc | 股票-科技 | 1.54% | +0.46% | -0.04% | |
| 25 | FISV | Fiserv Inc | 股票-其他 | 1.51% | +0.10% | +61.07% | |
| 26 | CPAY | Corpay Inc | 股票-科技 | 1.41% | +0.10% | -0.18% | |
| 27 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.38% | — | +1.04% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 1.37% | +0.45% | -0.10% | |
| 29 | SYY | Sysco CORP | 股票-非循環性消費 | 1.36% | +0.10% | -27.02% | |
| 30 | CPRT | Copart Inc | 股票-工業 | 1.33% | -0.11% | +46.45% | |
| 31 | TECH | Bio-techne CORP | 股票-醫療保健 | 1.30% | +0.50% | +68.61% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.02% | — | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 1.25% | -0.12% | +24.60% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -1.25% | EXIT | |
| 35 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.14% | -1.14% | EXIT | |
| 36 | FAST | Fastenal Co | 股票-工業 | 1.12% | -0.08% | +1.44% | |
| 37 | CLX | Clorox Company | 股票-非循環性消費 | 0.92% | -0.07% | +12.77% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | -0.07% | +6.89% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.86% | -0.17% | -1.14% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.82% | +0.24% | -0.22% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.03% | +0.61% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.79% | -0.05% | +2.02% | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.77% | +0.08% | -6.10% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.16% | +0.90% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.67% | +0.03% | — | |
| 46 | FFIV | F5 Inc | 股票-科技 | 0.53% | +0.16% | -51.10% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.46% | +0.48% | +0.15% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | +0.06% | -1.46% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.11% | -0.50% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.40% | -0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CTVA | Corteva Inc | +0.7% | +0.66% | 加碼 |
| 2 | BP | Bp Plc-spons Adr | +0.6% | -6.83% | 減碼 |
| 3 | SLB | Slb LTD | +0.4% | -3.75% | 減碼 |
| 4 | Q | Qnity Electronics Inc | +0.4% | -0.04% | 減碼 |
| 5 | MRK | Merck & Co. Inc. | +0.4% | -1.44% | 減碼 |
| 6 | TECH | Bio-techne CORP | +0.4% | +68.61% | 加碼 |
| 7 | FISV | Fiserv Inc | +0.4% | +61.07% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.4% | -0.03% | 減碼 |
| 9 | WMB | Williams Cos Inc | +0.3% | -7.10% | 減碼 |
| 10 | CPRT | Copart Inc | +0.2% | +46.45% | 加碼 |
| 11 | AMT | American Tower CORP | +0.2% | +24.60% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.2% | +2.48% | 加碼 |
| 13 | IFF | Intl Flavors & Fragrances | +0.2% | +1.52% | 加碼 |
| 14 | FAST | Fastenal Co | +0.1% | +1.44% | 加碼 |
| 15 | NVS | Novartis Ag-sponsored Adr | +0.1% | -3.21% | 減碼 |
| 16 | TXN | Texas Instruments Inc | +0.1% | -0.10% | 減碼 |
| 17 | 6D8 | Dupont De Nemours Inc | +0.1% | +0.21% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +157.76% | 加碼 |
| 19 | CLX | Clorox Company | +0.1% | +12.77% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | -0.50% | 減碼 |
| 21 | COP | Conocophillips | +0.1% | — | 不變 |
| 22 | PSX | Phillips 66 | +0.1% | -0.35% | 減碼 |
| 23 | WY | Weyerhaeuser Co | +0.1% | +4.20% | 加碼 |
| 24 | CL | Colgate-palmolive Co | +0.1% | +1.04% | 加碼 |
| 25 | HSY | Hershey Co/the | +0.1% | -1.14% | 減碼 |
| 26 | PFE | Pfizer Inc | +0.1% | +0.90% | 加碼 |
| 27 | CB | Chubb Limited | +0.1% | -0.98% | 減碼 |
| 28 | DE | Deere & Co | +0.1% | — | 不變 |
| 29 | NEE | Nextera Energy Inc | +0.1% | — | 不變 |
| 30 | CAT | Caterpillar Inc | 0% | -6.74% | 減碼 |
| 31 | HON | Honeywell International Inc | 0% | +15.11% | 加碼 |
| 32 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 33 | VZ | Verizon Communications Inc | 0% | — | 不變 |
| 34 | KO | Coca-cola Co/the | 0% | -0.66% | 減碼 |
| 35 | CSX | Csx CORP | 0% | -0.58% | 減碼 |
| 36 | GEV | GE Vernova Inc | 0% | +13.69% | 加碼 |
| 37 | FTNT | Fortinet Inc | 0% | -0.47% | 減碼 |
| 38 | ETN | Eaton Corporation plc | 0% | — | 不變 |
| 39 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 40 | T | At&t Inc | 0% | — | 不變 |
| 41 | DUK | Duke Energy CORP | 0% | — | 不變 |
| 42 | RTX | Rtx CORP | 0% | -0.18% | 減碼 |
| 43 | KMB | Kimberly-clark CORP | 0% | +12.63% | 加碼 |
| 44 | SO | Southern Co/the | 0% | — | 不變 |
| 45 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 46 | ED | Consolidated Edison Inc | 0% | — | 不變 |
| 47 | ITW | Illinois Tool Works | 0% | — | 不變 |
| 48 | SOXX | Ishares Semiconductor ETF | 0% | — | 不變 |
| 49 | DOV | Dover CORP | — | — | 不變 |
| 50 | AJG | Arthur J Gallagher & Co | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Wilkins Investment Counsel Inc 在 Q1 2026 季度的美股持倉總市值約為 US$7.4億，共申報了 119 個公開持股部位。
在 Q1 2026 季度，Wilkins Investment Counsel Inc 按市值排列的前三大核心持股分別為：NEM (5.9%)、MRK (4.3%)、CTVA (3.8%)。其中最大持股部位 NEM 佔據整體投資組合約 5.9% 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
GLW
市值: US$27.9萬
本季最大獲利了結 / 清倉標的
IT
前期市值: US$124.8萬
在 Q1 2026 季度中，Wilkins Investment Counsel Inc 共進行了 77 項持倉異動，包含新建倉 3 個部位、加碼 29 個部位、減碼 41 個部位以及清倉 4 個部位。 其中最大新建倉標的為 GLW。 本季清倉部位包含 IT。
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。