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: 0001812178
申报总市值
US$7.2亿
US$7.2亿
133 檔
16.4%
在 Q3 2024 申报期间，Jackson Square Capital, LLC（CIK: 0001812178）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$7.2亿，共持有 133 个公开申报仓位。
Jackson Square Capital, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 14 档持股的同时，亦同步清仓 7 档并减仓 19 档标的。
在资产配置集中度方面，Jackson Square Capital, LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 16.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 7.13% | -1.55% | +5.95% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.84% | -1.74% | -2.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.97% | +0.57% | +3.48% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.03% | -0.43% | -5.45% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.37% | -0.94% | +916.58% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.79% | -0.14% | -8.64% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.19% | +0.83% | -16.66% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 2.94% | +7.25% | -20.94% | |
| 9 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.61% | — | +2.76% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.36% | -0.56% | -0.69% | |
| 11 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.96% | +0.49% | +31.38% | |
| 12 | ETN | Eaton Corporation plc | 股票-工业 | 1.74% | -0.02% | +427.51% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.74% | -0.03% | +24.48% | |
| 14 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.73% | — | +28.56% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.70% | -0.54% | +9.80% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 1.63% | +0.76% | -6.19% | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 1.61% | +0.06% | +33.73% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.58% | -0.18% | +70.64% | |
| 19 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.57% | -0.15% | EXIT | |
| 20 | NFLX | Netflix Inc | 股票-通信服务 | 1.46% | -0.37% | +118.44% | |
| 21 | COHR | Coherent CORP | 股票-科技 | 1.45% | +0.19% | +19.06% | |
| 22 | T | At&t Inc | 股票-通信服务 | 1.43% | -0.45% | +50.93% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.36% | -0.58% | -2.65% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.26% | -0.19% | +2.20% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.20% | — | — | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.15% | -0.01% | +0.49% | |
| 27 | MNDY | monday.com Ltd. | 股票-科技 | 1.10% | — | +153.70% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.03% | +0.05% | -46.35% | |
| 29 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.95% | +0.40% | -11.60% | |
| 30 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.89% | -0.28% | -36.63% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.88% | — | -0.03% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | -0.42% | -1.15% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.82% | -0.12% | +8.82% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.82% | -0.08% | -28.29% | |
| 35 | SNPS | Synopsys Inc | 股票-科技 | 0.80% | +0.03% | -44.30% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.12% | -57.58% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.68% | -0.14% | EXIT | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | — | |
| 39 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.63% | — | -0.41% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.12% | -11.20% | |
| 41 | DFH | Dream Finders Homes Inc - A | 股票-其他 | 0.63% | -0.03% | — | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.62% | -0.26% | -58.78% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.52% | -0.13% | EXIT | |
| 44 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.51% | -0.53% | -0.42% | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.49% | -0.04% | -58.07% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | -0.22% | — | |
| 47 | WAL | Western Alliance Bancorp | 股票-金融 | 0.43% | -0.03% | +26.86% | |
| 48 | GE | General Electric | 股票-工业 | 0.42% | -0.14% | — | |
| 49 | EMN | Eastman Chemical Co | 股票-原材料 | 0.41% | — | +17.69% | |
| 50 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.41% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.4% | +427.51% | 加仓 |
| 2 | PNC | Pnc Financial Services Group | +1.2% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +1.1% | +5.95% | 加仓 |
| 4 | NFLX | Netflix Inc | +0.8% | +118.44% | 加仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.8% | +70.64% | 加仓 |
| 6 | MNDY | monday.com Ltd. | +0.7% | +153.70% | 加仓 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | NEW | 新建仓 |
| 8 | VO | Vanguard Mid-cap ETF | +0.6% | NEW | 新建仓 |
| 9 | T | At&t Inc | +0.6% | +50.93% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.6% | +33.73% | 加仓 |
| 11 | NEE | Nextera Energy Inc | +0.6% | +24.48% | 加仓 |
| 12 | ✓ | Cyberark Software LTD. Cmn | +0.5% | +28.56% | 加仓 |
| 13 | COHR | Coherent CORP | +0.5% | +19.06% | 加仓 |
| 14 | GE | General Electric | +0.4% | NEW | 新建仓 |
| 15 | TECK | Teck Resources Ltd-cls B | +0.4% | NEW | 新建仓 |
| 16 | BLDR | Builders Firstsource Inc | +0.4% | NEW | 新建仓 |
| 17 | SSNC | Ss&c Technologies Holdings | +0.4% | NEW | 新建仓 |
| 18 | AVGO | Broadcom Inc | +0.4% | +916.58% | 加仓 |
| 19 | ASND | Ascendis Pharma A/S | +0.4% | NEW | 新建仓 |
| 20 | BBY | Best Buy Co Inc | +0.3% | NEW | 新建仓 |
| 21 | ANETEUR | Arista Networks Inc | +0.3% | +2.76% | 加仓 |
| 22 | TMUS | T-mobile US Inc | +0.3% | +3.02% | 加仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.69% | 减仓 |
| 24 | 6D8 | Dupont De Nemours Inc | +0.3% | NEW | 新建仓 |
| 25 | ARM | Arm Holdings Plc-adr | +0.3% | +31.38% | 加仓 |
| 26 | SYK | Stryker CORP | -0.2% | -28.29% | 减仓 |
| 27 | CDNS | Cadence Design Sys Inc | -0.3% | -11.60% | 减仓 |
| 28 | ABNB | Airbnb Inc-class A | -0.3% | EXIT | 清仓 |
| 29 | PCAR | Paccar Inc | -0.3% | -77.57% | 减仓 |
| 30 | NVDA | Nvidia CORP | -0.3% | -2.98% | 减仓 |
| 31 | VRT | Vertiv Holdings Co-a | -0.3% | -36.63% | 减仓 |
| 32 | CAVA | Cava Group Inc | -0.3% | -69.08% | 减仓 |
| 33 | LLY | Eli Lilly & Co | -0.4% | -5.45% | 减仓 |
| 34 | SMCIUSD | Super Micro Computer Inc | -0.4% | EXIT | 清仓 |
| 35 | PODD | Insulet CORP | -0.4% | EXIT | 清仓 |
| 36 | AD | Array Digital Infrastructure | -0.4% | EXIT | 清仓 |
| 37 | ADI | Analog Devices Inc | -0.5% | EXIT | 清仓 |
| 38 | AMZN | Amazon.com Inc | -0.5% | -8.64% | 减仓 |
| 39 | MRVL | Marvell Technology Inc | -0.7% | -91.63% | 减仓 |
| 40 | SHEL | Shell Plc-adr | -0.8% | -58.07% | 减仓 |
| 41 | DELL | Dell Technologies -c | -0.8% | -67.23% | 减仓 |
| 42 | ASML | ASML Holding N.V. | -0.8% | EXIT | 清仓 |
| 43 | AMD | Advanced Micro Devices | -0.8% | -46.35% | 减仓 |
| 44 | V | Visa Inc-class A Shares | -0.9% | -57.58% | 减仓 |
| 45 | SNPS | Synopsys Inc | -0.9% | -44.30% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -1% | -16.66% | 减仓 |
| 47 | MRK | Merck & Co. Inc. | -1% | -58.78% | 减仓 |
| 48 | MCK | Mckesson CORP | -1.1% | -76.27% | 减仓 |
| 49 | CRWD | Crowdstrike Holdings Inc - A | -1.5% | EXIT | 清仓 |
| 50 | MU | Micron Technology Inc | -1.7% | -20.94% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jackson Square Capital, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$7.2亿，共申报了 133 个公开持股仓位。
在 Q3 2024 季度，Jackson Square Capital, LLC 按市值排列的前三大核心持股分别为：AAPL (7.1%)、NVDA (6.8%)、MSFT (6.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 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
PNC
市值: US$484.4万
本季最大获利了结 / 清仓标的
CRWD
前期市值: US$595.2万
在 Q3 2024 季度中，Jackson Square Capital, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 14 个仓位、减仓 19 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 PNC。 本季清仓仓位包含 CRWD。
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。