13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001544599
申报总市值
US$385.9亿
US$385.9亿
525 檔
16.2%
Q1 2024 季度申报显示，Bank Julius Baer & Co. Ltd, Zurich 披露的美股组合总市值为 US$385.9亿，涵盖 525 个不同之权益投资仓位。
在 Q1 2024，Bank Julius Baer & Co. Ltd, Zurich 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 45 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bank Julius Baer & Co. Ltd, Zurich 的前 5 大核心持股（包含 MSFT, NVDA, GOOGL 等）合计占整体申报市值的 16.2%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SPY
市值: US$8.7亿
仅显示前 200 大持股（共 525 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 6.71% | -0.18% | +5596.56% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.68% | +0.04% | +3981.50% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.01% | -0.33% | +451.36% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.35% | +0.26% | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.22% | +0.01% | +528.67% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.93% | -0.14% | +633.70% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.88% | -0.52% | +5287.14% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.67% | — | +4551.97% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.29% | +0.36% | +303.64% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.22% | +1.73% | +372.15% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.14% | +0.41% | +6168.63% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.12% | -0.72% | +5623.52% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | -0.13% | +3668.60% | |
| 14 | ADBE | Adobe Inc | 股票-科技 | 1.61% | -0.11% | +419.19% | |
| 15 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.51% | +0.07% | +791.96% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.46% | -0.25% | +469.74% | |
| 17 | DHR | Danaher CORP | 股票-医疗保健 | 1.41% | -0.33% | +872.93% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | -0.24% | +4316.91% | |
| 19 | HON | Honeywell International Inc | 股票-工业 | 1.31% | -0.27% | EXIT | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.25% | — | +556.01% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | -0.17% | +763.84% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.10% | -0.05% | +3680.75% | |
| 23 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.08% | — | +694.33% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.03% | +0.78% | +7785.70% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.27% | +718.50% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.96% | +1.58% | +359.37% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.92% | -0.02% | +234.32% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.92% | -0.08% | — | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.91% | -0.09% | — | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 0.86% | +0.28% | +416.92% | |
| 31 | NDAQ | Nasdaq Inc | 股票-金融 | 0.84% | -0.07% | +6589.51% | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 0.84% | -0.47% | +698.11% | |
| 33 | COP | Conocophillips | 股票-能源 | 0.82% | -0.65% | +392.29% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.77% | -0.11% | +475.65% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | -0.29% | +470.93% | |
| 36 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.73% | -0.01% | +557.83% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 0.71% | -0.07% | +408.95% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.34% | +256.48% | |
| 39 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.70% | — | +285.83% | |
| 40 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.67% | — | +408.06% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | -0.10% | +257.25% | |
| 42 | AME | Ametek Inc | 股票-工业 | 0.64% | -0.23% | +392.63% | |
| 43 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.64% | — | +423.83% | |
| 44 | INTU | Intuit Inc | 股票-科技 | 0.62% | -0.28% | +11329.00% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.21% | — | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.55% | -0.47% | +1442.98% | |
| 47 | FISV | Fiserv Inc | 股票-其他 | 0.55% | -0.17% | +245.71% | |
| 48 | ROP | Roper Technologies Inc | 股票-科技 | 0.55% | — | +416.73% | |
| 49 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.53% | -0.01% | +222.11% | |
| 50 | ROK | Rockwell Automation Inc | 股票-工业 | 0.52% | — | +489.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.4% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +2% | +3981.50% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +1% | +633.70% | 加仓 |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | +0.9% | NEW | 新建仓 |
| 5 | IEF | Ishares 7-10 Year Treasury B | +0.9% | NEW | 新建仓 |
| 6 | CDNS | Cadence Design Sys Inc | +0.7% | +791.96% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.7% | +5596.56% | 加仓 |
| 8 | DHR | Danaher CORP | +0.7% | +872.93% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.6% | +3668.60% | 加仓 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | NEW | 新建仓 |
| 11 | LLY | Eli Lilly & Co | +0.5% | +6168.63% | 加仓 |
| 12 | WMT | Walmart Inc | +0.5% | +64793.92% | 加仓 |
| 13 | HON | Honeywell International Inc | +0.5% | +784.20% | 加仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建仓 |
| 15 | SPGI | S&p Global Inc | +0.4% | +763.84% | 加仓 |
| 16 | ABT | Abbott Laboratories | +0.4% | +1442.98% | 加仓 |
| 17 | EL | Estee Lauder Companies-cl A | +0.3% | +694.33% | 加仓 |
| 18 | TXN | Texas Instruments Inc | +0.3% | +718.50% | 加仓 |
| 19 | CME | Cme Group Inc | +0.3% | +1338.66% | 加仓 |
| 20 | HD | Home Depot Inc | +0.3% | +556.01% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.3% | +451.36% | 加仓 |
| 22 | ADI | Analog Devices Inc | +0.2% | +698.11% | 加仓 |
| 23 | V | Visa Inc-class A Shares | +0.2% | +5287.14% | 加仓 |
| 24 | ISRG | Intuitive Surgical Inc | +0.2% | +469.74% | 加仓 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3680.75% | 加仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | +416.92% | 加仓 |
| 27 | PGR | Progressive CORP | +0.1% | +408.95% | 加仓 |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +6589.51% | 加仓 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +470.93% | 加仓 |
| 30 | LRCXEUR | Lam Research CORP | +0.1% | +408.06% | 加仓 |
| 31 | KO | Coca-cola Co/the | 0% | +475.65% | 加仓 |
| 32 | AMAT | Applied Materials Inc | 0% | +359.37% | 加仓 |
| 33 | MA | Mastercard Inc - A | 0% | +5623.52% | 加仓 |
| 34 | NKE | Nike Inc -cl B | — | +557.83% | 加仓 |
| 35 | AVGO | Broadcom Inc | 0% | +372.15% | 加仓 |
| 36 | AME | Ametek Inc | 0% | +392.63% | 加仓 |
| 37 | INTU | Intuit Inc | 0% | +11329.00% | 加仓 |
| 38 | COP | Conocophillips | 0% | +392.29% | 加仓 |
| 39 | AAPL | Apple Inc | 0% | +528.67% | 加仓 |
| 40 | META | Meta Platforms Inc-class A | 0% | +303.64% | 加仓 |
| 41 | ROP | Roper Technologies Inc | 0% | +416.73% | 加仓 |
| 42 | VRSK | Verisk Analytics Inc | -0.1% | +423.83% | 加仓 |
| 43 | DIS | Walt Disney Co/the | -0.1% | +257.25% | 加仓 |
| 44 | KLAC | Kla CORP | -0.1% | +7785.70% | 加仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | +4551.97% | 加仓 |
| 46 | BAH | Booz Allen Hamilton Holdings | -0.2% | +285.83% | 加仓 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | +256.48% | 加仓 |
| 48 | ORCL | Oracle CORP | -0.4% | +234.32% | 加仓 |
| 49 | ADBE | Adobe Inc | -0.5% | +419.19% | 加仓 |
| 50 | JNJ | Johnson & Johnson | -0.5% | +4316.91% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q1 2024 季度的美股持仓总市值约为 US$385.9亿，共申报了 525 个公开持股仓位。
在 Q1 2024 季度，Bank Julius Baer & Co. Ltd, Zurich 按市值排列的前三大核心持股分别为：MSFT (6.7%)、NVDA (5.7%)、GOOGL (5.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.7% 的权重。
在 Q1 2024 季度中，Bank Julius Baer & Co. Ltd, Zurich 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 45 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SPY。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。