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
678 檔
19.7%
截至 Q1 2026 季度末，Bank Julius Baer & Co. Ltd, Zurich 的美股持仓估值约为 US$385.9亿，全数申报仓位共有 678 档。
Bank Julius Baer & Co. Ltd, Zurich 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 19 个全新仓位及加仓 67 档持股的同时，亦同步清仓 1 档并减仓 113 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 GOOGL, NVDA, MSFT 等）合计占整体申报市值的 19.7%，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 678 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.11% | -0.33% | -5.72% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.10% | +0.04% | -7.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.18% | -4.05% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.22% | +0.01% | -8.24% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.79% | +0.36% | -12.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.73% | +0.26% | -8.45% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.44% | -0.14% | +0.43% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.44% | +0.41% | +18.40% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.08% | -0.52% | -17.51% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.04% | -0.24% | +54.69% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.97% | -0.82% | -0.15% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.84% | -0.72% | -3.73% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | -0.13% | -7.07% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.76% | -0.68% | +48.60% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.56% | -0.58% | -21.14% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.47% | -0.29% | -3.08% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.42% | +0.37% | +49.02% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.41% | +0.99% | +35.32% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.40% | +0.28% | +20.11% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.38% | -0.65% | +137.31% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.34% | -0.10% | +16.97% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 1.21% | -0.54% | +69.91% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 1.20% | +1.58% | -3.46% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.50% | -0.72% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | +1.73% | -32.31% | |
| 26 | LIN | Linde plc | 股票-原材料 | 1.12% | -0.40% | -10.85% | |
| 27 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.11% | -0.16% | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.34% | +1.43% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.96% | -0.25% | +0.69% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.91% | -0.09% | -6.44% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | -0.11% | +17.84% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | -0.52% | -25.50% | |
| 33 | GE | General Electric | 股票-工业 | 0.88% | +0.47% | -21.17% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.84% | -0.12% | +48.59% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.83% | -0.08% | -13.46% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.83% | -0.07% | -26.23% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | -0.47% | +1.01% | |
| 38 | UBS | UBS Group AG | 股票-金融 | 0.71% | +0.01% | +7.19% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.70% | -0.32% | +6.06% | |
| 40 | UBER | Uber Technologies Inc | 股票-工业 | 0.69% | -0.35% | -10.34% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +225.35% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.64% | +0.21% | +11.22% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.64% | +0.20% | +55.90% | |
| 44 | ADI | Analog Devices Inc | 股票-科技 | 0.58% | -0.47% | -1.75% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.57% | +0.78% | +476.20% | |
| 46 | MKL | Markel Group Inc | 股票-金融 | 0.56% | -0.09% | -0.55% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.54% | -0.12% | +18.97% | |
| 48 | TTE | TotalEnergies SE | 股票-其他 | 0.51% | -0.13% | +7.95% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | +0.21% | -10.79% | |
| 50 | TT | Trane Technologies plc | 股票-工业 | 0.50% | — | -7.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1% | +54.69% | 加仓 |
| 2 | COP | Conocophillips | +1% | +137.31% | 加仓 |
| 3 | WMT | Walmart Inc | +0.8% | +48.60% | 加仓 |
| 4 | LRCX | Lam Research CORP | +0.6% | +35.32% | 加仓 |
| 5 | CME | Cme Group Inc | +0.6% | +69.91% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.6% | +49.02% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.5% | +20.11% | 加仓 |
| 8 | KLAC | Kla CORP | +0.5% | +476.20% | 加仓 |
| 9 | BAC | Bank Of America CORP | +0.4% | +225.35% | 加仓 |
| 10 | MRK | Merck & Co. Inc. | +0.4% | +16.97% | 加仓 |
| 11 | XOM | Exxon Mobil CORP | +0.4% | +1.43% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.3% | -3.46% | 减仓 |
| 13 | TER | Teradyne Inc | +0.3% | +305.78% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.3% | -3.08% | 减仓 |
| 15 | KO | Coca-cola Co/the | +0.3% | +17.84% | 加仓 |
| 16 | TJX | Tjx Companies Inc | +0.2% | +3478.50% | 加仓 |
| 17 | ANET | Arista Networks Inc | +0.2% | +18539.23% | 加仓 |
| 18 | APH | Amphenol Corp-cl A | +0.2% | +55.90% | 加仓 |
| 19 | WFC | Wells Fargo & Co | +0.2% | +48.59% | 加仓 |
| 20 | LLY | Eli Lilly & Co | +0.2% | +18.40% | 加仓 |
| 21 | WAB | Wabtec CORP | +0.2% | +39902.74% | 加仓 |
| 22 | TTE | TotalEnergies SE | +0.2% | +7.95% | 加仓 |
| 23 | PH | Parker Hannifin CORP | +0.2% | +4991.86% | 加仓 |
| 24 | HWM | Howmet Aerospace Inc | +0.2% | +1639.18% | 加仓 |
| 25 | CVX | Chevron CORP | +0.2% | +18.64% | 加仓 |
| 26 | ETN | Eaton Corporation plc | +0.2% | +11.22% | 加仓 |
| 27 | NEE | Nextera Energy Inc | +0.1% | +38.75% | 加仓 |
| 28 | LIN | Linde plc | +0.1% | -10.85% | 减仓 |
| 29 | EOG | Eog Resources Inc | +0.1% | +0.07% | 加仓 |
| 30 | ADI | Analog Devices Inc | +0.1% | -1.75% | 减仓 |
| 31 | SCHW | Schwab (charles) CORP | +0.1% | +18.97% | 加仓 |
| 32 | VZ | Verizon Communications Inc | +0.1% | -3.22% | 减仓 |
| 33 | WM | Waste Management Inc | +0.1% | +5.05% | 加仓 |
| 34 | EMR | Emerson Electric Co | +0.1% | +6.06% | 加仓 |
| 35 | MAR | Marriott International -cl A | +0.1% | +9.69% | 加仓 |
| 36 | LOGI | Logitech International S.A. | +0.1% | +29.85% | 加仓 |
| 37 | GEV | GE Vernova Inc | +0.1% | +2101.27% | 加仓 |
| 38 | PWR | Quanta Services Inc | +0.1% | +114.14% | 加仓 |
| 39 | TSLA | Tesla Inc | +0.1% | +92.13% | 加仓 |
| 40 | MCD | Mcdonald's CORP | +0.1% | +23.57% | 加仓 |
| 41 | HON | Honeywell International Inc | +0.1% | -2.32% | 减仓 |
| 42 | FAST | Fastenal Co | +0.1% | -4.96% | 减仓 |
| 43 | AMD | Advanced Micro Devices | 0% | +72.95% | 加仓 |
| 44 | BHP | Bhp Group Ltd-spon Adr | 0% | +33.83% | 加仓 |
| 45 | MU | Micron Technology Inc | 0% | +12.33% | 加仓 |
| 46 | BMY | Bristol-myers Squibb Co | 0% | +2.89% | 加仓 |
| 47 | EQT | Eqt CORP | 0% | +0.08% | 加仓 |
| 48 | EWZ | Ishares Msci Brazil ETF | 0% | +7.01% | 加仓 |
| 49 | SO | Southern Co/the | 0% | +1.76% | 加仓 |
| 50 | DUK | Duke Energy CORP | 0% | -0.80% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q1 2026 季度的美股持仓总市值约为 US$385.9亿，共申报了 678 个公开持股仓位。
在 Q1 2026 季度，Bank Julius Baer & Co. Ltd, Zurich 按市值排列的前三大核心持股分别为：GOOGL (6.1%)、NVDA (5.1%)、MSFT (4.7%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.1% 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
AZN
市值: US$3.7亿
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$1.7亿
在 Q1 2026 季度中，Bank Julius Baer & Co. Ltd, Zurich 共进行了 200 项持仓异动，包含新建仓 19 个仓位、加仓 67 个仓位、减仓 113 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。