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: 0001310929
申報總市值
US$19.7億
US$19.7億
125 檔
18.6%
Q2 2026 季度申報顯示，Willis Investment Counsel 揭露的美股組合總市值為 US$19.7億，涵蓋 125 個不同之權益投資部位。
在 Q2 2026，Willis Investment Counsel 操作展現出積極擴展與加碼意向。本季共新建倉 7 個新部位，並對 73 個既有持股進行加碼（合計增持 80 檔），相較減碼與清倉部位顯著佔優。
整體而言，Willis Investment Counsel 的前 5 大持股（包含 CSCO, JNJ, TXN）貢獻了組合市值的 18.6%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
市值: US$3375.3萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$3898.5萬
| # | 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 | CSCO | Cisco Systems Inc | 股票-科技 | 4.95% | -0.96% | +6.01% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.75% | -0.24% | +6.93% | |
| 3 | TXN | Texas Instruments Inc | 股票-科技 | 3.37% | -0.46% | -11.12% | |
| 4 | CAT | Caterpillar Inc | 股票-工業 | 2.77% | -1.52% | +9.83% | |
| 5 | CB | Chubb Limited | 股票-金融 | 2.65% | -0.23% | +5.91% | |
| 6 | LMT | Lockheed Martin CORP | 股票-工業 | 2.34% | -0.25% | +5.52% | |
| 7 | PAYX | Paychex Inc | 股票-科技 | 2.19% | +0.23% | +7.02% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +1.09% | +6.80% | |
| 9 | PFE | Pfizer Inc | 股票-醫療保健 | 2.09% | +0.21% | +5.85% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.92% | -0.16% | -0.30% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.90% | -0.23% | +5.01% | |
| 12 | AFL | Aflac Inc | 股票-金融 | 1.81% | -0.07% | +7.40% | |
| 13 | FTNT | Fortinet Inc | 股票-科技 | 1.69% | +0.57% | +17.65% | |
| 14 | ✓ | 股票-其他 | 1.61% | +0.50% | — | ||
| 15 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.60% | -0.29% | +5.40% | |
| 16 | GNRC | Generac Holdings Inc | 股票-工業 | 1.59% | -0.33% | -21.61% | |
| 17 | KEYS | Keysight Technologies In | 股票-科技 | 1.59% | +0.29% | +17.37% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.58% | +0.21% | -0.27% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.58% | +0.82% | +36.54% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.56% | -0.08% | -0.13% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.55% | -0.27% | +4.57% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.55% | +0.31% | +5.74% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.53% | -0.04% | +1.97% | |
| 24 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.53% | -0.14% | -0.20% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.49% | +0.24% | +73.24% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.46% | -0.25% | -0.19% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.36% | +0.26% | +6.51% | |
| 28 | AEP | American Electric Power | 股票-公用事業 | 1.32% | -0.10% | -0.25% | |
| 29 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 1.32% | -0.94% | +5.15% | |
| 30 | GWW | Ww Grainger Inc | 股票-工業 | 1.30% | +0.08% | +20.40% | |
| 31 | VLO | Valero Energy CORP | 股票-能源 | 1.29% | -0.33% | -0.29% | |
| 32 | SNY | Sanofi-adr | 股票-醫療保健 | 1.22% | +0.04% | -0.28% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.22% | -0.10% | |
| 34 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.20% | -0.24% | -0.16% | |
| 35 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.14% | +0.02% | +11.19% | |
| 36 | MMM | 3m Co | 股票-工業 | 1.13% | +0.13% | +7.52% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.13% | +0.17% | -0.27% | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 1.12% | -0.25% | -0.30% | |
| 39 | AXP | American Express Co | 股票-金融 | 1.09% | +0.02% | +18.24% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.09% | -0.37% | -0.35% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 1.08% | +0.37% | +5.22% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 1.07% | -0.20% | +17.72% | |
| 43 | CLX | Clorox Company | 股票-非循環性消費 | 1.04% | -0.69% | -0.30% | |
| 44 | DE | Deere & Co | 股票-工業 | 1.03% | -0.44% | -0.29% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.03% | +0.10% | +21.93% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 1.01% | +0.39% | +91.38% | |
| 47 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.01% | +0.24% | +16.79% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 1.00% | -0.02% | -0.16% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.97% | -0.13% | -0.09% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.95% | -0.12% | -0.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | NEW | 新建倉 | |
| 2 | CSCO | Cisco Systems Inc | +1.4% | +6.01% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.9% | +9.83% | 加碼 |
| 4 | FTNT | Fortinet Inc | +0.8% | +17.65% | 加碼 |
| 5 | MSI | Motorola Solutions Inc | +0.7% | NEW | 新建倉 |
| 6 | AMAT | Applied Materials Inc | +0.6% | +17.72% | 加碼 |
| 7 | TXN | Texas Instruments Inc | +0.5% | -11.12% | 減碼 |
| 8 | ABT | Abbott Laboratories | +0.4% | +73.24% | 加碼 |
| 9 | KEYS | Keysight Technologies In | +0.3% | +17.37% | 加碼 |
| 10 | GWW | Ww Grainger Inc | +0.3% | +20.40% | 加碼 |
| 11 | ADBE | Adobe Inc | +0.3% | +91.38% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.3% | +21.93% | 加碼 |
| 13 | NRC | Nrc Health | +0.2% | +93.55% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +22.42% | 加碼 |
| 15 | FTDR | Frontdoor Inc | +0.2% | +51.41% | 加碼 |
| 16 | QLYS | Qualys Inc | +0.2% | +65.97% | 加碼 |
| 17 | AVY | Avery Dennison CORP | +0.2% | +228.75% | 加碼 |
| 18 | ALGN | Align Technology Inc | +0.2% | +333.84% | 加碼 |
| 19 | WAT | Waters CORP | +0.2% | +17.91% | 加碼 |
| 20 | JKHY | Jack Henry & Associates Inc | +0.2% | +162.24% | 加碼 |
| 21 | AXP | American Express Co | +0.1% | +18.24% | 加碼 |
| 22 | NVDA | Nvidia CORP | +0.1% | +21.32% | 加碼 |
| 23 | LQDT | Liquidity Services Inc | +0.1% | +46.07% | 加碼 |
| 24 | BMI | Badger Meter Inc | +0.1% | NEW | 新建倉 |
| 25 | MEDP | Medpace Holdings Inc | +0.1% | +46.88% | 加碼 |
| 26 | LAMR | Lamar Advertising Co-a | +0.1% | +73.07% | 加碼 |
| 27 | JBTM | Jbt Marel CORP | +0.1% | +132.86% | 加碼 |
| 28 | LOGI | Logitech International S.A. | +0.1% | +59.73% | 加碼 |
| 29 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +69.93% | 加碼 |
| 30 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +15.09% | 加碼 |
| 31 | DCI | Donaldson Co Inc | +0.1% | +47.43% | 加碼 |
| 32 | HXL | Hexcel CORP | +0.1% | +80.50% | 加碼 |
| 33 | HUBB | Hubbell Inc | +0.1% | +17.71% | 加碼 |
| 34 | UPS | United Parcel Service-cl B | +0.1% | +22.61% | 加碼 |
| 35 | GIL | Gildan Activewear Inc | +0.1% | +60.97% | 加碼 |
| 36 | PAYC | Paycom Software Inc | +0.1% | +68.39% | 加碼 |
| 37 | TTC | Toro Co | +0.1% | +72.70% | 加碼 |
| 38 | TECH | Bio-techne CORP | +0.1% | +117.66% | 加碼 |
| 39 | ✓ | +0.1% | NEW | 新建倉 | |
| 40 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +5.15% | 加碼 |
| 41 | LH | Labcorp Holdings Inc | +0.1% | +16.79% | 加碼 |
| 42 | MA | Mastercard Inc - A | +0.1% | +20.54% | 加碼 |
| 43 | AOS | Smith (a.o.) CORP | +0.1% | +59.04% | 加碼 |
| 44 | VRSN | Verisign Inc | +0.1% | +70.03% | 加碼 |
| 45 | ETN | Eaton Corporation plc | +0.1% | -0.13% | 減碼 |
| 46 | MMM | 3m Co | +0.1% | +7.52% | 加碼 |
| 47 | FDS | Factset Research Systems Inc | +0.1% | +19.14% | 加碼 |
| 48 | SHW | Sherwin-williams Co/the | +0.1% | +18.95% | 加碼 |
| 49 | EVTC | Evertec Inc | +0.1% | +58.50% | 加碼 |
| 50 | GNRC | Generac Holdings Inc | 0% | -21.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Willis Investment Counsel 在 Q2 2026 季度的美股持倉總市值約為 US$19.7億，共申報了 125 個公開持股部位。
在 Q2 2026 季度，Willis Investment Counsel 按市值排列的前三大核心持股分別為：CSCO (5.0%)、JNJ (3.8%)、TXN (3.4%)。其中最大持股部位 CSCO 佔據整體投資組合約 5.0% 的權重。
在 Q2 2026 季度中，Willis Investment Counsel 共進行了 113 項持倉異動，包含新建倉 7 個部位、加碼 73 個部位、減碼 28 個部位以及清倉 5 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 XOM。
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。
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。
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。