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$392.6亿
US$392.6亿
661 檔
22.5%
Q2 2026 季度申报显示，Bank Julius Baer & Co. Ltd, Zurich 披露的美股组合总市值为 US$392.6亿，涵盖 661 个不同之权益投资仓位。
在 Q2 2026，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 7 个新仓位，并对 106 个既有持股进行加仓（合计增持 113 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 GOOGL, NVDA, MSFT 等）合计占整体申报市值的 22.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LITE
市值: US$9285.9万
本季最大获利了结 / 清仓标的
HON
前期市值: US$8894.0万
仅显示前 200 大持股（共 661 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 | 5.78% | -0.31% | -12.17% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.14% | +0.28% | +1.77% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | +2.22% | +10.80% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.23% | +0.60% | +2.23% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.15% | +1.08% | +31.71% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.99% | +0.10% | +11.84% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.91% | +0.04% | +133.22% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.85% | -0.15% | +3.10% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 2.78% | -1.34% | +27.23% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 2.40% | -1.02% | -2.40% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.30% | +0.07% | -5.09% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.80% | +0.16% | -1.52% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | -0.47% | -3.31% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.68% | -0.54% | -7.60% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | +0.01% | -3.99% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | +0.03% | -23.27% | |
| 17 | GE | General Electric | 股票-工业 | 1.35% | -0.21% | +33.94% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.35% | -0.46% | +1252.67% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.24% | -0.02% | +0.80% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.19% | +0.22% | +106.41% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.18% | -0.04% | -0.73% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.15% | -0.03% | -32.91% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | +0.05% | -31.36% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 1.08% | -0.12% | -22.23% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.98% | +0.08% | -2.61% | |
| 26 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.95% | -0.15% | +4.44% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 0.85% | -0.02% | +29.92% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 0.84% | -0.04% | +9.17% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.82% | -0.05% | +5.11% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.79% | +0.08% | -4.33% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 0.76% | -0.04% | -3.58% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.75% | — | +109.38% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.75% | -0.03% | +5.45% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.73% | +0.08% | -21.21% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | +0.03% | +31.97% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.72% | EXIT | |
| 37 | UBS | UBS Group AG | 股票-金融 | 0.72% | -0.02% | -8.39% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.72% | +0.11% | -4.64% | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.72% | +0.06% | -28.86% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.71% | +0.02% | -0.58% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | -0.21% | -4.63% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -36.11% | |
| 43 | CME | Cme Group Inc | 股票-金融 | 0.67% | +0.11% | -14.13% | |
| 44 | TER | Teradyne Inc | 股票-科技 | 0.65% | -0.36% | +36.83% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | -0.01% | -1.38% | |
| 46 | WDC | Western Digital CORP | 股票-科技 | 0.50% | -0.15% | +22096.37% | |
| 47 | TT | Trane Technologies plc | 股票-工业 | 0.50% | -0.04% | -2.98% | |
| 48 | ANET | Arista Networks Inc | 股票-科技 | 0.49% | +0.09% | +78.62% | |
| 49 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.47% | -0.01% | +2.94% | |
| 50 | MKL | Markel Group Inc | 股票-金融 | 0.47% | -0.05% | -4.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | +133.22% | 加仓 |
| 2 | AMAT | Applied Materials Inc | +1.6% | +27.23% | 加仓 |
| 3 | LRCX | Lam Research CORP | +1% | -2.40% | 减仓 |
| 4 | KLAC | Kla CORP | +0.8% | +1252.67% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +106.41% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.6% | +109.38% | 加仓 |
| 7 | WDC | Western Digital CORP | +0.5% | +22096.37% | 加仓 |
| 8 | GE | General Electric | +0.5% | +33.94% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.4% | +3.10% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.4% | -3.31% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.4% | +31.71% | 加仓 |
| 12 | QCOM | Qualcomm Inc | +0.4% | +2749.35% | 加仓 |
| 13 | TER | Teradyne Inc | +0.3% | +36.83% | 加仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | -4.63% | 减仓 |
| 15 | CAT | Caterpillar Inc | +0.3% | -7.60% | 减仓 |
| 16 | TXN | Texas Instruments Inc | +0.3% | +330.04% | 加仓 |
| 17 | GILD | Gilead Sciences Inc | +0.3% | +5597.56% | 加仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +11.84% | 加仓 |
| 19 | ANET | Arista Networks Inc | +0.3% | +78.62% | 加仓 |
| 20 | AMD | Advanced Micro Devices | +0.3% | +40.06% | 加仓 |
| 21 | GEV | GE Vernova Inc | +0.3% | +419.70% | 加仓 |
| 22 | FIX | Comfort Systems USA Inc | +0.3% | +1000.97% | 加仓 |
| 23 | LITE | Lumentum Holdings Inc | +0.2% | NEW | 新建仓 |
| 24 | ABBV | Abbvie Inc | +0.2% | +264.79% | 加仓 |
| 25 | ETN | Eaton Corporation plc | +0.2% | +29.92% | 加仓 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +31.97% | 加仓 |
| 27 | APH | Amphenol Corp-cl A | +0.2% | +9.17% | 加仓 |
| 28 | APP | Applovin Corp-class A | +0.2% | +770.15% | 加仓 |
| 29 | COF | Capital One Financial CORP | +0.2% | +17657.75% | 加仓 |
| 30 | PLTR | Palantir Technologies Inc-a | +0.2% | +190.39% | 加仓 |
| 31 | VST | Vistra CORP | +0.1% | +609.70% | 加仓 |
| 32 | VT | Vanguard Tot World Stk ETF | +0.1% | +202.63% | 加仓 |
| 33 | ✓ | +0.1% | NEW | 新建仓 | |
| 34 | ✓ | +0.1% | NEW | 新建仓 | |
| 35 | SNOW | Snowflake Inc | +0.1% | -6.85% | 减仓 |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | +302.14% | 加仓 |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | 新建仓 |
| 38 | CDNS | Cadence Design Sys Inc | +0.1% | +0.90% | 加仓 |
| 39 | EWH | Ishares Msci Hong Kong ETF | +0.1% | +64.16% | 加仓 |
| 40 | ARM | Arm Holdings Plc-adr | +0.1% | +597.48% | 加仓 |
| 41 | MRVL | Marvell Technology Inc | +0.1% | +1194.21% | 加仓 |
| 42 | SMH | Vaneck Semiconductor ETF | +0.1% | +126.32% | 加仓 |
| 43 | ✓ | +0.1% | NEW | 新建仓 | |
| 44 | TJX | Tjx Companies Inc | +0.1% | +42.52% | 加仓 |
| 45 | NVDA | Nvidia CORP | 0% | +1.77% | 加仓 |
| 46 | MS | Morgan Stanley | 0% | +2.13% | 加仓 |
| 47 | BIZD | Vaneck Bdc Income ETF | 0% | +63.09% | 加仓 |
| 48 | EWL | Ishares Msci Switzerland ETF | 0% | +96.84% | 加仓 |
| 49 | NBIS | Nebius Group N.V. | 0% | +4.30% | 加仓 |
| 50 | NXT | Nextpower Inc-cl A | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Julius Baer & Co. Ltd, Zurich 在 Q2 2026 季度的美股持仓总市值约为 US$392.6亿，共申报了 661 个公开持股仓位。
在 Q2 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 (5.8%)、NVDA (5.1%)、MSFT (4.6%)。其中最大持股仓位 GOOGL 占据整体投资组合约 5.8% 的权重。
在 Q2 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 7 个仓位、加仓 106 个仓位、减仓 84 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 LITE。 本季清仓仓位包含 HON。
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。
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。
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。