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
610 檔
20.6%
Bank Julius Baer & Co. Ltd, Zurich 在 Q2 2025 季度的美股仓位总计估值为 US$385.9亿，分散于 610 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Bank Julius Baer & Co. Ltd, Zurich 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 22 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
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 20.6%，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 610 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 | 6.57% | -0.18% | +0.60% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.49% | +0.04% | +7.75% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.38% | -0.33% | +4.56% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.07% | +0.36% | -10.71% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.13% | +0.01% | -0.07% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.00% | -0.52% | -0.83% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.82% | -0.14% | -0.56% | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 2.56% | -0.58% | +6.23% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.47% | +0.26% | -5.04% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.14% | -0.82% | +1.47% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.10% | -0.72% | +3.55% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.86% | +0.41% | -0.35% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | -0.13% | -0.72% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | +1.73% | -6.05% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.48% | -0.07% | +1.67% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.25% | -0.40% | -0.12% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.19% | -0.17% | -0.75% | |
| 18 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.16% | +0.07% | +4.36% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.12% | -0.29% | +36.88% | |
| 20 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.11% | -0.01% | +90.15% | |
| 21 | HON | Honeywell International Inc | 股票-工业 | 1.10% | -0.27% | EXIT | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.00% | -0.25% | -3.65% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.50% | +52.83% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 0.90% | -0.17% | +0.65% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.88% | -0.09% | +2.89% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.87% | -0.08% | +1.20% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | -0.24% | -1.13% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.02% | -42.04% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 0.80% | +0.99% | +40.13% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | -0.11% | +1.01% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 0.78% | -0.33% | +1.22% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.74% | -0.11% | -1.65% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | -0.02% | -0.14% | |
| 34 | AME | Ametek Inc | 股票-工业 | 0.74% | -0.23% | -3.72% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.72% | -0.10% | +7.10% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.69% | +0.27% | -31.18% | |
| 37 | NDAQ | Nasdaq Inc | 股票-金融 | 0.68% | -0.07% | -33.95% | |
| 38 | GE | General Electric | 股票-工业 | 0.66% | +0.47% | +3.65% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.21% | +174.75% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.64% | -0.54% | +10.28% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.64% | -0.28% | -4.55% | |
| 42 | FISV | Fiserv Inc | 股票-其他 | 0.63% | -0.17% | +0.91% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | — | -39.96% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | +1.58% | -0.78% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.62% | +0.20% | -1.85% | |
| 46 | TT | Trane Technologies plc | 股票-工业 | 0.62% | — | +3.58% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.62% | +0.28% | -9.66% | |
| 48 | UBER | Uber Technologies Inc | 股票-工业 | 0.60% | -0.35% | -1.12% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.34% | +1.45% | |
| 50 | ETN | Eaton Corporation plc | 股票-工业 | 0.57% | +0.21% | -10.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +7.75% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.2% | +0.60% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.7% | +6.23% | 加仓 |
| 4 | BKNG | Booking Holdings Inc | +0.6% | +90.15% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | -6.05% | 减仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +174.75% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.56% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.3% | +40.13% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.3% | +36.88% | 加仓 |
| 10 | AMRZ | Amrize Ltd | +0.2% | NEW | 新建仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +52.83% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -10.71% | 减仓 |
| 13 | CHD | Church & Dwight Co Inc | +0.2% | +615.98% | 加仓 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | -1.85% | 减仓 |
| 15 | CDNS | Cadence Design Sys Inc | +0.2% | +4.36% | 加仓 |
| 16 | PANW | Palo Alto Networks Inc | +0.2% | +25.14% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.56% | 减仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -0.72% | 减仓 |
| 19 | GE | General Electric | +0.1% | +3.65% | 加仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | -0.21% | 减仓 |
| 21 | NOW | Servicenow Inc | +0.1% | +81.04% | 加仓 |
| 22 | TT | Trane Technologies plc | +0.1% | +3.58% | 加仓 |
| 23 | UBER | Uber Technologies Inc | +0.1% | -1.12% | 减仓 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -0.78% | 减仓 |
| 25 | RACE | Ferrari N.V. | +0.1% | +35.07% | 加仓 |
| 26 | INTU | Intuit Inc | +0.1% | -4.55% | 减仓 |
| 27 | DIS | Walt Disney Co/the | +0.1% | -0.76% | 减仓 |
| 28 | HLT | Hilton Worldwide Holdings In | +0.1% | +6.82% | 加仓 |
| 29 | ETN | Eaton Corporation plc | 0% | -10.27% | 减仓 |
| 30 | ADSK | Autodesk Inc | 0% | +1.79% | 加仓 |
| 31 | MA | Mastercard Inc - A | -0.1% | +3.55% | 加仓 |
| 32 | AMD | Advanced Micro Devices | -0.1% | -87.74% | 减仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -5.04% | 减仓 |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | +4.57% | 加仓 |
| 35 | XYL | Xylem Inc | -0.1% | -75.22% | 减仓 |
| 36 | WBD | Warner Bros Discovery Inc | -0.2% | -99.84% | 减仓 |
| 37 | SCHW | Schwab (charles) CORP | -0.2% | -34.33% | 减仓 |
| 38 | ORCL | Oracle CORP | -0.2% | -42.04% | 减仓 |
| 39 | FISV | Fiserv Inc | -0.2% | +0.91% | 加仓 |
| 40 | TXN | Texas Instruments Inc | -0.3% | -31.18% | 减仓 |
| 41 | NDAQ | Nasdaq Inc | -0.3% | -33.95% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.3% | -82.02% | 减仓 |
| 43 | LLY | Eli Lilly & Co | -0.3% | -0.35% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -0.3% | +1.47% | 加仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -21.61% | 减仓 |
| 46 | VRSK | Verisk Analytics Inc | -0.4% | -44.05% | 减仓 |
| 47 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -95.40% | 减仓 |
| 48 | HD | Home Depot Inc | -0.5% | -39.96% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | -0.07% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1% | -39.75% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q2 2025 季度的美股持仓总市值约为 US$385.9亿，共申报了 610 个公开持股仓位。
在 Q2 2025 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 (6.6%)、NVDA (5.5%)、GOOGL (4.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.6% 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
AMRZ
市值: US$7959.5万
本季最大获利了结 / 清仓标的
META
前期市值: US$12.0亿
在 Q2 2025 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 22 个仓位、减仓 27 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AMRZ。
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。