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。
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CIK: 0001544599
申报总市值
US$385.9亿
US$385.9亿
632 檔
19.4%
根据最新整理的 13F 季度数据集，Bank Julius Baer & Co. Ltd, Zurich 于 Q4 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 632 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 4 个新仓位，并对 36 个既有持股进行加仓（合计增持 40 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, GOOGL, NVDA 等）合计占整体申报市值的 19.4%，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 632 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 | 5.58% | -0.18% | +8.11% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.79% | -0.33% | -0.16% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.69% | +0.04% | -19.41% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.03% | +0.36% | +3.55% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.02% | +0.01% | +8.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.06% | +0.26% | +10.85% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.97% | -0.14% | +7.23% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.80% | -0.52% | +8.10% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.54% | — | +16.01% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | +1.73% | +11.72% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.98% | -0.72% | +7.90% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.91% | +0.41% | +16.07% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.79% | -0.82% | +1195.11% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.13% | +6.77% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.64% | -0.58% | +32.41% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.44% | -0.25% | +5.13% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.31% | -0.07% | +15.86% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.20% | -0.11% | +9.32% | |
| 19 | HON | Honeywell International Inc | 股票-工业 | 1.20% | -0.27% | EXIT | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.17% | +7.97% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | — | +8.87% | |
| 22 | LIN | Linde plc | 股票-原材料 | 1.16% | -0.40% | +467.88% | |
| 23 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.12% | +0.07% | +2.88% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.03% | -0.02% | +6.58% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 1.03% | -0.33% | +4.95% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.27% | +9.18% | |
| 27 | NDAQ | Nasdaq Inc | 股票-金融 | 0.96% | -0.07% | +9.74% | |
| 28 | CAT | Caterpillar Inc | 股票-工业 | 0.84% | +0.28% | +12.24% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | -0.24% | -16.74% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.29% | +9.00% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.77% | -0.05% | +0.69% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.76% | -0.08% | +9.70% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.74% | -0.09% | +9.92% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.73% | -0.17% | +6.16% | |
| 35 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.71% | — | +11.64% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | -0.11% | +12.20% | |
| 37 | AME | Ametek Inc | 股票-工业 | 0.61% | -0.23% | +9.55% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 0.60% | +0.21% | +390.74% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.34% | +13.38% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +1.58% | +7.20% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.02% | +464.26% | |
| 42 | SYK | Stryker CORP | 股票-医疗保健 | 0.57% | -0.17% | +11.85% | |
| 43 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.57% | — | +11.79% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.56% | -0.65% | +9.23% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.55% | -0.28% | +3.79% | |
| 46 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.52% | -0.01% | +8.59% | |
| 47 | TT | Trane Technologies plc | 股票-工业 | 0.52% | — | +455.21% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.50% | -0.03% | +9.46% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.49% | -0.02% | +9.93% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.49% | -0.54% | +10.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1.6% | +1195.11% | 加仓 |
| 2 | LIN | Linde plc | +0.9% | +467.88% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.5% | +32.41% | 加仓 |
| 4 | ETN | Eaton Corporation plc | +0.5% | +390.74% | 加仓 |
| 5 | ACN | Accenture plc | +0.5% | +464.26% | 加仓 |
| 6 | ADSK | Autodesk Inc | +0.5% | NEW | 新建仓 |
| 7 | AVGO | Broadcom Inc | +0.5% | +11.72% | 加仓 |
| 8 | TT | Trane Technologies plc | +0.4% | +455.21% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.4% | NEW | 新建仓 |
| 10 | GE | General Electric | +0.4% | +15750.44% | 加仓 |
| 11 | HLT | Hilton Worldwide Holdings In | +0.4% | +2746.08% | 加仓 |
| 12 | ADP | Automatic Data Processing | +0.4% | +1029.72% | 加仓 |
| 13 | BLK | Blackrock Inc | +0.4% | NEW | 新建仓 |
| 14 | UBS | UBS Group AG | +0.4% | +609.55% | 加仓 |
| 15 | UBER | Uber Technologies Inc | +0.3% | +770.26% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1726.57% | 加仓 |
| 17 | ARM | Arm Holdings Plc-adr | +0.3% | +4506.53% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.3% | +7.23% | 加仓 |
| 19 | RACE | Ferrari N.V. | +0.3% | +380.73% | 加仓 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.3% | +9991.03% | 加仓 |
| 21 | ALC | Alcon Inc. | +0.2% | +428.69% | 加仓 |
| 22 | MAR | Marriott International -cl A | +0.2% | +35705.33% | 加仓 |
| 23 | INFY | Infosys Ltd-sp Adr | +0.2% | +1668.35% | 加仓 |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +32458.13% | 加仓 |
| 25 | TEL | TE Connectivity plc | +0.2% | +238.03% | 加仓 |
| 26 | V | Visa Inc-class A Shares | +0.2% | +8.10% | 加仓 |
| 27 | LOGI | Logitech International S.A. | +0.2% | +700.15% | 加仓 |
| 28 | MDT | Medtronic plc | +0.1% | +174.28% | 加仓 |
| 29 | HLN | Haleon Plc-adr | +0.1% | NEW | 新建仓 |
| 30 | NXPI | NXP Semiconductors N.V. | +0.1% | +184.40% | 加仓 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +6.77% | 加仓 |
| 32 | AAPL | Apple Inc | +0.1% | +8.29% | 加仓 |
| 33 | HON | Honeywell International Inc | 0% | +9.39% | 加仓 |
| 34 | MA | Mastercard Inc - A | — | +7.90% | 加仓 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -0.16% | 减仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +10.85% | 加仓 |
| 37 | AMAT | Applied Materials Inc | -0.2% | +7.20% | 加仓 |
| 38 | CNC | Centene CORP | -0.2% | -98.19% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.3% | +9.32% | 加仓 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.3% | +0.69% | 加仓 |
| 41 | MCHP | Microchip Technology Inc | -0.3% | -98.47% | 减仓 |
| 42 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | +16.01% | 加仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -58.19% | 减仓 |
| 45 | JNJ | Johnson & Johnson | -0.4% | -16.74% | 减仓 |
| 46 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清仓 |
| 47 | EL | Estee Lauder Companies-cl A | -0.6% | -97.03% | 减仓 |
| 48 | KLAC | Kla CORP | -0.9% | -86.01% | 减仓 |
| 49 | DHR | Danaher CORP | -1.5% | +4.95% | 加仓 |
| 50 | NVDA | Nvidia CORP | -1.6% | -19.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q4 2024 季度的美股持仓总市值约为 US$385.9亿，共申报了 632 个公开持股仓位。
在 Q4 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 (5.6%)、GOOGL (4.8%)、NVDA (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.6% 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
ADSK
市值: US$1.5亿
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$1.5亿
在 Q4 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 4 个仓位、加仓 36 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ADSK。 本季清仓仓位包含 LRCXEUR。
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。