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
490 檔
19.2%
根据最新整理的 13F 季度数据集，Bank Julius Baer & Co. Ltd, Zurich 于 Q2 2024 结束时的管理资产规模为 US$385.9亿。该机构在本季度申报了 490 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Bank Julius Baer & Co. Ltd, Zurich 展现出较为审慎的避险与获利了结姿态。本季共减仓 40 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
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 19.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 490 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 | 7.10% | -0.18% | -8.20% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.06% | +0.04% | +720.68% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.03% | -0.33% | -7.61% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.14% | +0.36% | +61.67% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.08% | +0.01% | -4.98% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.42% | +0.26% | -11.78% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.16% | -0.14% | -7.63% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.82% | — | -5.54% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.57% | +0.41% | -4.74% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.00% | -0.72% | -5.50% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.98% | +1.73% | -31.45% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.13% | -16.48% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 1.74% | -0.11% | -9.27% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.55% | -0.25% | -12.10% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 1.40% | -0.33% | -9.16% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 1.36% | -0.27% | EXIT | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.31% | -0.17% | -8.26% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.28% | — | +3.91% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.24% | -10.28% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.19% | +0.27% | -5.02% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.18% | -0.07% | +52.32% | |
| 22 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.18% | +0.07% | -27.16% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 1.15% | +0.78% | -12.12% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 1.11% | +1.58% | -5.78% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.06% | -0.05% | -7.08% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.06% | -0.02% | -4.33% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 1.00% | -0.47% | -4.67% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.98% | -0.58% | +963.27% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.90% | -0.08% | -11.13% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.89% | -0.09% | -10.51% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.89% | +0.28% | +4.70% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | -0.29% | -7.34% | |
| 33 | NDAQ | Nasdaq Inc | 股票-金融 | 0.82% | -0.07% | -5.96% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.81% | -0.11% | -6.85% | |
| 35 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.76% | — | -7.89% | |
| 36 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.76% | — | -5.39% | |
| 37 | COP | Conocophillips | 股票-能源 | 0.75% | -0.65% | -6.07% | |
| 38 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.74% | — | -5.63% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.34% | -3.40% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.67% | -0.28% | -2.45% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.21% | -11.70% | |
| 42 | AME | Ametek Inc | 股票-工业 | 0.61% | -0.23% | -3.29% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | -0.17% | +7931.64% | |
| 44 | ROP | Roper Technologies Inc | 股票-科技 | 0.57% | — | -4.88% | |
| 45 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.55% | -0.03% | -1.20% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | -0.10% | -7.38% | |
| 47 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.52% | -0.01% | -18.36% | |
| 48 | FISV | Fiserv Inc | 股票-其他 | 0.52% | -0.17% | -5.44% | |
| 49 | ROK | Rockwell Automation Inc | 股票-工业 | 0.50% | — | -6.08% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.49% | -0.54% | -5.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.9% | +61.67% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.4% | +720.68% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +1% | -7.61% | 减仓 |
| 4 | NFLX | Netflix Inc | +0.9% | +963.27% | 加仓 |
| 5 | AAPL | Apple Inc | +0.9% | -4.98% | 减仓 |
| 6 | SYK | Stryker CORP | +0.6% | +7931.64% | 加仓 |
| 7 | PGR | Progressive CORP | +0.5% | +52.32% | 加仓 |
| 8 | LLY | Eli Lilly & Co | +0.4% | -4.74% | 减仓 |
| 9 | MSFT | Microsoft CORP | +0.4% | -8.20% | 减仓 |
| 10 | KDP | Keurig Dr Pepper Inc | +0.3% | NEW | 新建仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -7.63% | 减仓 |
| 12 | TXN | Texas Instruments Inc | +0.2% | -5.02% | 减仓 |
| 13 | ADI | Analog Devices Inc | +0.2% | -4.67% | 减仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | -5.54% | 减仓 |
| 15 | AMAT | Applied Materials Inc | +0.2% | -5.78% | 减仓 |
| 16 | ORCL | Oracle CORP | +0.1% | -4.33% | 减仓 |
| 17 | ADBE | Adobe Inc | +0.1% | -9.27% | 减仓 |
| 18 | KLAC | Kla CORP | +0.1% | -12.12% | 减仓 |
| 19 | COST | Costco Wholesale CORP | +0.1% | -7.34% | 减仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | +42464.42% | 加仓 |
| 21 | ISRG | Intuitive Surgical Inc | +0.1% | -12.10% | 减仓 |
| 22 | LRCXEUR | Lam Research CORP | +0.1% | -5.39% | 减仓 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -11.78% | 减仓 |
| 24 | SPGI | S&p Global Inc | +0.1% | -8.26% | 减仓 |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | EXIT | 清仓 |
| 26 | IBB | Ishares Biotechnology ETF | -0.1% | -61.04% | 减仓 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -1.69% | 减仓 |
| 28 | DAR | Darling Ingredients Inc | -0.1% | -78.57% | 减仓 |
| 29 | MA | Mastercard Inc - A | -0.1% | -5.50% | 减仓 |
| 30 | JNJ | Johnson & Johnson | -0.1% | -10.28% | 减仓 |
| 31 | DIS | Walt Disney Co/the | -0.1% | -7.38% | 减仓 |
| 32 | WBD | Warner Bros Discovery Inc | -0.2% | EXIT | 清仓 |
| 33 | JPM | Jpmorgan Chase & Co | -0.2% | -16.48% | 减仓 |
| 34 | ACN | Accenture plc | -0.2% | -58.23% | 减仓 |
| 35 | C | Citigroup Inc | -0.2% | -76.83% | 减仓 |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.2% | EXIT | 清仓 |
| 37 | NKE | Nike Inc -cl B | -0.2% | -18.36% | 减仓 |
| 38 | AVGO | Broadcom Inc | -0.2% | -31.45% | 减仓 |
| 39 | MO | Altria Group Inc | -0.3% | -90.31% | 减仓 |
| 40 | WM | Waste Management Inc | -0.3% | -81.62% | 减仓 |
| 41 | EL | Estee Lauder Companies-cl A | -0.3% | -7.89% | 减仓 |
| 42 | CDNS | Cadence Design Sys Inc | -0.3% | -27.16% | 减仓 |
| 43 | JKHY | Jack Henry & Associates Inc | -0.4% | -98.76% | 减仓 |
| 44 | ZTS | Zoetis Inc | -0.4% | -82.39% | 减仓 |
| 45 | VOO | Vanguard S&p 500 ETF | -0.4% | -87.74% | 减仓 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -95.28% | 减仓 |
| 47 | AMGN | Amgen Inc | -0.5% | -92.55% | 减仓 |
| 48 | WMT | Walmart Inc | -0.5% | -99.13% | 减仓 |
| 49 | VRSK | Verisk Analytics Inc | -0.6% | -97.63% | 减仓 |
| 50 | V | Visa Inc-class A Shares | -2.8% | -96.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q2 2024 季度的美股持仓总市值约为 US$385.9亿，共申报了 490 个公开持股仓位。
在 Q2 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 (7.1%)、NVDA (7.1%)、GOOGL (6.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.1% 的权重。
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。
本季最大新建仓标的
KDP
市值: US$6851.8万
本季最大获利了结 / 清仓标的
VWOB
前期市值: US$5186.4万
在 Q2 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 1 个仓位、加仓 6 个仓位、减仓 40 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 KDP。 本季清仓仓位包含 VWOB。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。