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: 0000842782
申報總市值
US$30.9億
US$30.9億
241 檔
16.0%
在 Q2 2025 的 13F 官方備案中，Zwj Investment Counsel Inc 管理的美股投資組合規模來到 US$30.9億，整體持股檔數為 241 檔。
Q2 2025 數據顯示 Zwj Investment Counsel Inc 積極進場，新開立 0 個部位並同步加碼 31 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Zwj Investment Counsel Inc 的前 5 大核心持股（包含 ORCL, MSFT, AVGO 等）合計佔整體申報市值的 16.0%，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 241 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 | ORCL | Oracle CORP | 股票-科技 | 3.89% | -0.20% | +1.69% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.16% | -0.39% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.67% | +0.31% | -6.54% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.59% | +0.09% | +1.31% | |
| 5 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.51% | -0.14% | -0.88% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.19% | +0.43% | +4.49% | |
| 7 | BWXT | Bwx Technologies Inc | 股票-工業 | 2.72% | -0.52% | +0.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.51% | +0.05% | -1.99% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.47% | +0.15% | -0.07% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.30% | +0.13% | +0.13% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.28% | +0.73% | -1.51% | |
| 12 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.26% | -0.78% | -6.28% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 2.14% | +2.92% | +9.38% | |
| 14 | CTVA | Corteva Inc | 股票-原物料 | 2.09% | -0.21% | +1.00% | |
| 15 | CB | Chubb Limited | 股票-金融 | 2.01% | -0.13% | +1.08% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.99% | +0.12% | -3.36% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.99% | +0.02% | -0.44% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.98% | — | +1.89% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工業 | 1.89% | -0.74% | -1.91% | |
| 20 | FISV | Fiserv Inc | 股票-其他 | 1.89% | -0.01% | +10.92% | |
| 21 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.88% | -0.39% | -0.18% | |
| 22 | PGR | Progressive CORP | 股票-金融 | 1.80% | +0.04% | -2.35% | |
| 23 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.79% | +0.17% | +1.06% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.78% | -0.11% | +0.91% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 1.63% | +0.06% | +48.21% | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 1.54% | -0.12% | -7.52% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.45% | -0.25% | +1.93% | |
| 28 | EFX | Equifax Inc | 股票-工業 | 1.45% | -0.04% | -0.00% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.36% | -0.54% | +6.19% | |
| 30 | PSX | Phillips 66 | 股票-能源 | 1.27% | -0.33% | +6.16% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.24% | -0.06% | +6.14% | |
| 32 | T | At&t Inc | 股票-通訊服務 | 1.24% | -0.41% | -8.91% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | -0.07% | +0.71% | |
| 34 | SAIA | Saia Inc | 股票-工業 | 1.21% | +0.09% | +87.10% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 1.19% | +0.28% | +6.85% | |
| 36 | ACN | Accenture plc | 股票-科技 | 1.16% | -0.47% | +18.45% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 1.14% | +0.01% | -6.99% | |
| 38 | J | Jacobs Solutions Inc | 股票-工業 | 1.12% | -0.05% | -4.01% | |
| 39 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.09% | -0.13% | +6.85% | |
| 40 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.03% | — | +2.82% | |
| 41 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.90% | -0.02% | +6.43% | |
| 42 | OUT | Outfront Media Inc | 股票-其他 | 0.90% | -0.38% | +2.36% | |
| 43 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.88% | — | +5.00% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | -0.02% | +1.36% | |
| 45 | EWBC | East West Bancorp Inc | 股票-金融 | 0.84% | +0.06% | +5.00% | |
| 46 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.84% | -0.17% | +3.43% | |
| 47 | SRE | Sempra | 股票-公用事業 | 0.81% | -0.13% | +22.32% | |
| 48 | AME | Ametek Inc | 股票-工業 | 0.70% | +0.05% | +14.93% | |
| 49 | GM | General Motors Co | 股票-循環性消費 | 0.67% | -0.07% | -3.21% | |
| 50 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.62% | -0.04% | +4.92% |
| # | 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% | +1.69% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.1% | -6.54% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +1.31% | 加碼 |
| 4 | BWXT | Bwx Technologies Inc | +0.7% | +0.45% | 加碼 |
| 5 | BA | Boeing Co/the | +0.7% | +48.21% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.6% | -0.39% | 減碼 |
| 7 | MU | Micron Technology Inc | +0.6% | +9.38% | 加碼 |
| 8 | SAIA | Saia Inc | +0.3% | +87.10% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +4.49% | 加碼 |
| 10 | UBER | Uber Technologies Inc | +0.2% | +6.85% | 加碼 |
| 11 | CTVA | Corteva Inc | +0.2% | +1.00% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -1.99% | 減碼 |
| 13 | AXP | American Express Co | +0.1% | -0.44% | 減碼 |
| 14 | SRE | Sempra | +0.1% | +22.32% | 加碼 |
| 15 | MQ | Marqeta Inc-a | +0.1% | +4.47% | 加碼 |
| 16 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +33.90% | 加碼 |
| 17 | DG | Dollar General CORP | +0.1% | -3.92% | 減碼 |
| 18 | GE | General Electric | +0.1% | +2.20% | 加碼 |
| 19 | EWBC | East West Bancorp Inc | +0.1% | +5.00% | 加碼 |
| 20 | AME | Ametek Inc | +0.1% | +14.93% | 加碼 |
| 21 | ACN | Accenture plc | 0% | +18.45% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | 0% | -1.51% | 減碼 |
| 23 | META | Meta Platforms Inc-class A | 0% | +2.00% | 加碼 |
| 24 | COLB | Columbia Banking System Inc | 0% | +35.75% | 加碼 |
| 25 | DV | Doubleverify Holdings Inc | 0% | +0.38% | 加碼 |
| 26 | TPR | Tapestry Inc | 0% | -9.78% | 減碼 |
| 27 | EFX | Equifax Inc | 0% | -0.00% | 減碼 |
| 28 | SSNC | Ss&c Technologies Holdings | 0% | +6.85% | 加碼 |
| 29 | USB | US Bancorp | -0.1% | -84.09% | 減碼 |
| 30 | J | Jacobs Solutions Inc | -0.1% | -4.01% | 減碼 |
| 31 | IOSP | Innospec Inc | -0.1% | -14.88% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +1.36% | 加碼 |
| 33 | TSN | Tyson Foods Inc-cl A | -0.2% | +3.43% | 加碼 |
| 34 | IPG | Interpublic Group Of Cos Inc | -0.2% | +2.82% | 加碼 |
| 35 | HD | Home Depot Inc | -0.2% | -6.99% | 減碼 |
| 36 | T | At&t Inc | -0.2% | -8.91% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.2% | +0.71% | 加碼 |
| 38 | MGPI | Mgp Ingredients Inc | -0.3% | EXIT | 清倉 |
| 39 | AZNN | Astrazeneca Plc-spons Adr | -0.3% | +1.89% | 加碼 |
| 40 | CB | Chubb Limited | -0.3% | +1.08% | 加碼 |
| 41 | NOC | Northrop Grumman CORP | -0.3% | -1.91% | 減碼 |
| 42 | CVX | Chevron CORP | -0.3% | +6.19% | 加碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.3% | +6.14% | 加碼 |
| 44 | PGR | Progressive CORP | -0.3% | -2.35% | 減碼 |
| 45 | AEP | American Electric Power | -0.4% | -7.52% | 減碼 |
| 46 | ELV | Elevance Health Inc | -0.4% | +1.06% | 加碼 |
| 47 | KO | Coca-cola Co/the | -0.4% | -0.88% | 減碼 |
| 48 | AAPL | Apple Inc | -0.5% | -3.36% | 減碼 |
| 49 | FISV | Fiserv Inc | -0.5% | +10.92% | 加碼 |
| 50 | ABBV | Abbvie Inc | -0.5% | +0.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Zwj Investment Counsel Inc 在 Q2 2025 季度的美股持倉總市值約為 US$30.9億，共申報了 241 個公開持股部位。
在 Q2 2025 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分別為：ORCL (3.9%)、MSFT (3.8%)、AVGO (3.7%)。其中最大持股部位 ORCL 佔據整體投資組合約 3.9% 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。
本季最大獲利了結 / 清倉標的
MGPI
前期市值: US$634.5萬
在 Q2 2025 季度中，Zwj Investment Counsel Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 31 個部位、減碼 18 個部位以及清倉 1 個部位。 本季清倉部位包含 MGPI。
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。