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
245 檔
17.6%
截至 Q3 2025 季度末，Zwj Investment Counsel Inc 的美股持倉估值約為 US$30.9億，全數申報部位共有 245 檔。
在 Q3 2025，Zwj Investment Counsel Inc 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 30 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 GOOG, ORCL, NVDA）占據了總市值的 17.6%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 245 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.15% | +0.43% | -0.23% | |
| 2 | ORCL | Oracle CORP | 股票-科技 | 3.92% | -0.20% | -17.63% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.75% | +0.09% | -6.83% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.16% | +0.07% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.71% | +0.31% | -11.14% | |
| 6 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.09% | -0.14% | -1.03% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.76% | +0.13% | +1.14% | |
| 8 | BWXT | Bwx Technologies Inc | 股票-工業 | 2.74% | -0.52% | -17.44% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 2.69% | +2.92% | -2.45% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.54% | +0.05% | -2.20% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.34% | +0.12% | -0.58% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.27% | +0.15% | +0.62% | |
| 13 | NOC | Northrop Grumman CORP | 股票-工業 | 2.16% | -0.74% | -1.14% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.12% | +0.73% | -0.57% | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.09% | — | +1.02% | |
| 16 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.95% | -0.78% | -0.13% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.94% | +0.02% | -1.68% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.88% | -0.13% | +0.97% | |
| 19 | CTVA | Corteva Inc | 股票-原物料 | 1.81% | -0.21% | +0.12% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.72% | +0.04% | +8.51% | |
| 21 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.62% | -0.39% | +0.77% | |
| 22 | EFX | Equifax Inc | 股票-工業 | 1.61% | -0.04% | +18.44% | |
| 23 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.59% | -0.11% | +0.97% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 1.58% | +0.06% | -0.48% | |
| 25 | AEP | American Electric Power | 股票-公用事業 | 1.55% | -0.12% | -2.73% | |
| 26 | FISV | Fiserv Inc | 股票-其他 | 1.51% | -0.01% | +12.38% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.43% | -0.06% | +1.37% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.54% | +1.35% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.07% | +0.41% | |
| 30 | PSX | Phillips 66 | 股票-能源 | 1.39% | -0.33% | +1.13% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 1.27% | -0.25% | +4.50% | |
| 32 | SAIA | Saia Inc | 股票-工業 | 1.22% | +0.09% | -2.78% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 1.19% | +0.28% | +0.28% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | +0.01% | -2.79% | |
| 35 | J | Jacobs Solutions Inc | 股票-工業 | 1.16% | -0.05% | -4.39% | |
| 36 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.14% | -0.13% | +3.14% | |
| 37 | T | At&t Inc | 股票-通訊服務 | 1.12% | -0.41% | -2.93% | |
| 38 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.10% | — | -0.78% | |
| 39 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.08% | +0.17% | -23.48% | |
| 40 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.47% | +13.58% | |
| 41 | SRE | Sempra | 股票-公用事業 | 0.97% | -0.13% | +6.00% | |
| 42 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.95% | -0.02% | +8.64% | |
| 43 | OUT | Outfront Media Inc | 股票-其他 | 0.94% | -0.38% | -1.33% | |
| 44 | EWBC | East West Bancorp Inc | 股票-金融 | 0.83% | +0.06% | -0.73% | |
| 45 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.81% | -0.17% | +4.98% | |
| 46 | GM | General Motors Co | 股票-循環性消費 | 0.79% | -0.07% | -0.22% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.02% | +0.30% | |
| 48 | AME | Ametek Inc | 股票-工業 | 0.73% | +0.05% | +5.45% | |
| 49 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.73% | — | +4.35% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.15% | +16.02% |
| # | 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% | -17.63% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1.2% | -0.23% | 加碼 |
| 3 | MU | Micron Technology Inc | +1.2% | -2.45% | 加碼 |
| 4 | AVGO | Broadcom Inc | +1.1% | -11.14% | 減碼 |
| 5 | NVDA | Nvidia CORP | +1.1% | -6.83% | 減碼 |
| 6 | BWXT | Bwx Technologies Inc | +0.7% | -17.44% | 減碼 |
| 7 | MSFT | Microsoft CORP | +0.6% | +0.07% | 減碼 |
| 8 | BA | Boeing Co/the | +0.6% | -0.48% | 加碼 |
| 9 | SAIA | Saia Inc | +0.3% | -2.78% | 加碼 |
| 10 | SRE | Sempra | +0.3% | +6.00% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.2% | +0.28% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -2.20% | 減碼 |
| 13 | EFX | Equifax Inc | +0.1% | +18.44% | 加碼 |
| 14 | GE | General Electric | +0.1% | +0.11% | 加碼 |
| 15 | AXP | American Express Co | +0.1% | -1.68% | 減碼 |
| 16 | AME | Ametek Inc | +0.1% | +5.45% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.41% | 加碼 |
| 18 | GM | General Motors Co | +0.1% | -0.22% | 減碼 |
| 19 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -2.27% | 加碼 |
| 20 | COLB | Columbia Banking System Inc | +0.1% | +11.89% | 加碼 |
| 21 | EWBC | East West Bancorp Inc | +0.1% | -0.73% | 加碼 |
| 22 | PSX | Phillips 66 | 0% | +1.13% | 加碼 |
| 23 | MQ | Marqeta Inc-a | 0% | -1.26% | 加碼 |
| 24 | VZ | Verizon Communications Inc | 0% | +16.02% | 加碼 |
| 25 | SSNC | Ss&c Technologies Holdings | 0% | +3.14% | 加碼 |
| 26 | NOC | Northrop Grumman CORP | — | -1.14% | 減碼 |
| 27 | J | Jacobs Solutions Inc | 0% | -4.39% | 減碼 |
| 28 | OUT | Outfront Media Inc | 0% | -1.33% | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +0.41% | 加碼 |
| 30 | YUM | Yum! Brands Inc | 0% | +8.64% | 加碼 |
| 31 | ABBV | Abbvie Inc | -0.1% | +1.14% | 加碼 |
| 32 | AAPL | Apple Inc | -0.1% | -0.58% | 減碼 |
| 33 | CTVA | Corteva Inc | -0.1% | +0.12% | 加碼 |
| 34 | CSCO | Cisco Systems Inc | -0.1% | -0.57% | 減碼 |
| 35 | AZNN | Astrazeneca Plc-spons Adr | -0.2% | +1.02% | 加碼 |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -83.33% | 減碼 |
| 37 | TPR | Tapestry Inc | -0.2% | -75.48% | 減碼 |
| 38 | IFF | Intl Flavors & Fragrances | -0.2% | +4.35% | 加碼 |
| 39 | T | At&t Inc | -0.3% | -2.93% | 減碼 |
| 40 | ROP | Roper Technologies Inc | -0.4% | +4.50% | 加碼 |
| 41 | MDLZ | Mondelez International Inc-a | -0.4% | +0.97% | 加碼 |
| 42 | AEP | American Electric Power | -0.4% | -2.73% | 減碼 |
| 43 | CB | Chubb Limited | -0.4% | +0.97% | 加碼 |
| 44 | PGR | Progressive CORP | -0.4% | +8.51% | 加碼 |
| 45 | INGR | Ingredion Inc | -0.4% | +0.77% | 加碼 |
| 46 | BSX | Boston Scientific CORP | -0.5% | -0.13% | 減碼 |
| 47 | KO | Coca-cola Co/the | -0.8% | -1.03% | 減碼 |
| 48 | FISV | Fiserv Inc | -0.9% | +12.38% | 加碼 |
| 49 | ELV | Elevance Health Inc | -1.1% | -23.48% | 減碼 |
| 50 | MGPI | Mgp Ingredients Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Zwj Investment Counsel Inc 在 Q3 2025 季度的美股持倉總市值約為 US$30.9億，共申報了 245 個公開持股部位。
在 Q3 2025 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分別為：GOOG (4.2%)、ORCL (3.9%)、NVDA (3.8%)。其中最大持股部位 GOOG 佔據整體投資組合約 4.2% 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 Q3 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 30 個部位、減碼 19 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。