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
510 檔
19.6%
在 Q3 2024 申报期间，Bank Julius Baer & Co. Ltd, Zurich（CIK: 0001544599）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$385.9亿，共持有 510 个公开申报仓位。
Bank Julius Baer & Co. Ltd, Zurich 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 19 档持股的同时，亦同步清仓 1 档并减仓 27 档标的。
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 NVDA, MSFT, GOOGL 等）合计占整体申报市值的 19.6%，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 510 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 | NVDA | Nvidia CORP | 股票-科技 | 6.24% | +0.04% | -3.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.06% | -0.18% | -3.93% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.83% | -0.33% | -4.90% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.37% | +0.36% | +0.71% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.96% | +0.01% | -4.69% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.16% | +0.26% | -6.23% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.91% | — | -2.07% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.71% | -0.14% | -3.88% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.61% | -0.52% | +2224.50% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 2.56% | -0.33% | -4.90% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.17% | +0.41% | -6.44% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.98% | -0.72% | -3.65% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +1.73% | +773.21% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.13% | -6.93% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.47% | -0.11% | -1.40% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.46% | -0.25% | -6.21% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.40% | -0.07% | +3.81% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.32% | -0.17% | -5.03% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.29% | — | -6.68% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | -0.24% | -3.89% | |
| 21 | HON | Honeywell International Inc | 股票-工业 | 1.16% | -0.27% | EXIT | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 1.15% | -0.58% | +20.19% | |
| 23 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.13% | +0.07% | +17.89% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.02% | -3.67% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.11% | +0.27% | -4.00% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.05% | -0.05% | -4.62% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 0.95% | +0.78% | -4.69% | |
| 28 | NDAQ | Nasdaq Inc | 股票-金融 | 0.94% | -0.07% | +3.98% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.93% | +0.28% | -2.91% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.84% | -0.08% | -4.45% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.83% | -0.09% | -4.82% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.81% | -0.11% | -3.86% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.80% | +1.58% | -10.20% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | -0.29% | -3.80% | |
| 35 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.73% | — | +3.51% | |
| 36 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.71% | — | +4083.61% | |
| 37 | FISV | Fiserv Inc | 股票-其他 | 0.68% | -0.17% | +18.29% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.34% | -2.41% | |
| 39 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.64% | — | -3.86% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.63% | -0.65% | -0.13% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | +0.21% | +7.83% | |
| 42 | AME | Ametek Inc | 股票-工业 | 0.61% | -0.23% | +5.72% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.60% | -0.28% | +3.08% | |
| 44 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.60% | -0.02% | +2385.71% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.59% | -0.17% | -1.26% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.68% | +9389.31% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.52% | -0.03% | -4.53% | |
| 48 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.52% | — | -1.49% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.50% | — | -3.87% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.48% | -0.54% | -4.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +2.5% | +2224.50% | 加仓 |
| 2 | DHR | Danaher CORP | +1.2% | -4.90% | 减仓 |
| 3 | VRSK | Verisk Analytics Inc | +0.7% | +4083.61% | 加仓 |
| 4 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +2385.71% | 加仓 |
| 5 | WMT | Walmart Inc | +0.6% | +9389.31% | 加仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.4% | +649.27% | 加仓 |
| 7 | ZTS | Zoetis Inc | +0.3% | +303.05% | 加仓 |
| 8 | WM | Waste Management Inc | +0.3% | +370.17% | 加仓 |
| 9 | EMR | Emerson Electric Co | +0.2% | +966.10% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +0.71% | 加仓 |
| 11 | PGR | Progressive CORP | +0.2% | +3.81% | 加仓 |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | NEW | 新建仓 |
| 13 | NFLX | Netflix Inc | +0.2% | +20.19% | 加仓 |
| 14 | FISV | Fiserv Inc | +0.2% | +18.29% | 加仓 |
| 15 | WBD | Warner Bros Discovery Inc | +0.1% | NEW | 新建仓 |
| 16 | NDAQ | Nasdaq Inc | +0.1% | +3.98% | 加仓 |
| 17 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 18 | PTC | Ptc Inc | +0.1% | +320.27% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -2.07% | 减仓 |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | +50.61% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.1% | -3.67% | 减仓 |
| 22 | CAT | Caterpillar Inc | 0% | -2.91% | 减仓 |
| 23 | KDP | Keurig Dr Pepper Inc | 0% | +12.98% | 加仓 |
| 24 | BMY | Bristol-myers Squibb Co | 0% | -4.82% | 减仓 |
| 25 | SPGI | S&p Global Inc | 0% | -5.03% | 减仓 |
| 26 | HD | Home Depot Inc | 0% | -6.68% | 减仓 |
| 27 | KO | Coca-cola Co/the | — | -3.86% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | — | +7.83% | 加仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | -4.62% | 减仓 |
| 30 | BAH | Booz Allen Hamilton Holdings | 0% | +3.51% | 加仓 |
| 31 | MA | Mastercard Inc - A | 0% | -3.65% | 减仓 |
| 32 | JNJ | Johnson & Johnson | 0% | -3.89% | 减仓 |
| 33 | CDNS | Cadence Design Sys Inc | -0.1% | +17.89% | 加仓 |
| 34 | ISRG | Intuitive Surgical Inc | -0.1% | -6.21% | 减仓 |
| 35 | ARM | Arm Holdings Plc-adr | -0.1% | -90.41% | 减仓 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -83.99% | 减仓 |
| 37 | TEL | TE Connectivity plc | -0.1% | EXIT | 清仓 |
| 38 | AFL | Aflac Inc | -0.1% | -42.54% | 减仓 |
| 39 | AAPL | Apple Inc | -0.1% | -4.69% | 减仓 |
| 40 | GILD | Gilead Sciences Inc | -0.2% | -92.67% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.2% | -36.44% | 减仓 |
| 42 | LRCXEUR | Lam Research CORP | -0.2% | -1.49% | 减仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -6.23% | 减仓 |
| 44 | AMAT | Applied Materials Inc | -0.3% | -10.20% | 减仓 |
| 45 | EW | Edwards Lifesciences CORP | -0.3% | -89.77% | 减仓 |
| 46 | CSCO | Cisco Systems Inc | -0.3% | -73.93% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.4% | -6.44% | 减仓 |
| 48 | ADI | Analog Devices Inc | -0.5% | -48.79% | 减仓 |
| 49 | MSFT | Microsoft CORP | -1% | -3.93% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | -1.2% | -4.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q3 2024 季度的美股持仓总市值约为 US$385.9亿，共申报了 510 个公开持股仓位。
在 Q3 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：NVDA (6.2%)、MSFT (6.1%)、GOOGL (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.2% 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
VWOB
市值: US$5764.2万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$2908.7万
在 Q3 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 3 个仓位、加仓 19 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 VWOB。 本季清仓仓位包含 TEL。
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。