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: 0001055544
申报总市值
US$11.7亿
US$11.7亿
126 檔
17.2%
Jacobs & Co/ca 在 Q3 2024 季度的美股仓位总计估值为 US$11.7亿，分散于 126 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Jacobs & Co/ca 进行了温和的常态性持仓调整（包含新建仓 2 档、加仓 22 档、减仓 26 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，Jacobs & Co/ca 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 17.2%，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 | 5.94% | -0.21% | -1.62% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.20% | -0.08% | +0.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.13% | -0.28% | +0.92% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.03% | -0.38% | -1.62% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.75% | -0.09% | -0.44% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.41% | -0.43% | -3.96% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.38% | -0.06% | +0.89% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.93% | +0.19% | -1.05% | |
| 9 | ADBE | Adobe Inc | 股票-科技 | 1.87% | -0.54% | +0.37% | |
| 10 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.86% | -0.66% | +1.35% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.85% | -0.15% | -0.25% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.69% | +0.21% | +2.10% | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.65% | -0.01% | +4.84% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.60% | +0.12% | -0.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.58% | +0.05% | +1.77% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.57% | +0.53% | +0.54% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.57% | +0.02% | -3.84% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.55% | -0.06% | -2.03% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.49% | -0.06% | -0.01% | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 1.42% | -0.19% | -1.81% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.40% | -0.34% | +0.60% | |
| 22 | DE | Deere & Co | 股票-工业 | 1.39% | -0.03% | +7.48% | |
| 23 | CSX | Csx CORP | 股票-工业 | 1.38% | -0.03% | +4.54% | |
| 24 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.33% | -0.42% | +8.55% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +1.51% | +1.76% | |
| 26 | HON | Honeywell International Inc | 股票-工业 | 1.32% | -0.20% | +2.14% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.32% | -0.27% | +5.03% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.29% | +2.50% | — | |
| 29 | FDX | Fedex CORP | 股票-工业 | 1.26% | -0.96% | +0.39% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.24% | -0.12% | +6.25% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.21% | -0.21% | -2.55% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.20% | +0.02% | -1.49% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 1.20% | -0.01% | +2.30% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 1.19% | +0.19% | -1.40% | |
| 35 | ENB | Enbridge Inc | 股票-能源 | 1.14% | -0.23% | -1.90% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.12% | -0.24% | +6.57% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | -0.22% | +5.08% | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.06% | -0.04% | -8.55% | |
| 39 | SNPS | Synopsys Inc | 股票-科技 | 1.06% | -0.02% | — | |
| 40 | AXP | American Express Co | 股票-金融 | 1.04% | -0.05% | -3.51% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 1.02% | — | +3.32% | |
| 42 | HUBB | Hubbell Inc | 股票-工业 | 0.98% | -0.08% | -1.38% | |
| 43 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.97% | — | +4.30% | |
| 44 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.96% | -0.23% | -3.08% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | -0.12% | -1.54% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.91% | -0.23% | -1.05% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.88% | -0.09% | +7.06% | |
| 48 | EA | Electronic Arts Inc | 股票-通信服务 | 0.85% | -0.04% | +3.11% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.85% | -0.14% | -1.16% | |
| 50 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.85% | -0.14% | +5.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.3% | NEW | 新建仓 |
| 2 | SNPS | Synopsys Inc | +1.1% | NEW | 新建仓 |
| 3 | SBUX | Starbucks CORP | +0.3% | +4.84% | 加仓 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | -3.84% | 减仓 |
| 5 | NKE | Nike Inc -cl B | +0.2% | +8.55% | 加仓 |
| 6 | MCD | Mcdonald's CORP | +0.2% | +5.03% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | -1.62% | 减仓 |
| 8 | HD | Home Depot Inc | +0.2% | -0.25% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -1.62% | 减仓 |
| 10 | DE | Deere & Co | +0.2% | +7.48% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.2% | +0.54% | 加仓 |
| 12 | ROK | Rockwell Automation Inc | +0.2% | +37.65% | 加仓 |
| 13 | ZTS | Zoetis Inc | +0.2% | +1.35% | 加仓 |
| 14 | ADP | Automatic Data Processing | +0.1% | -2.03% | 减仓 |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +7.06% | 加仓 |
| 16 | CMI | Cummins Inc | +0.1% | -1.40% | 减仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | -1.49% | 减仓 |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | -2.55% | 减仓 |
| 19 | HUBB | Hubbell Inc | +0.1% | -1.38% | 减仓 |
| 20 | ENB | Enbridge Inc | +0.1% | -1.90% | 减仓 |
| 21 | AXP | American Express Co | +0.1% | -3.51% | 减仓 |
| 22 | SYY | Sysco CORP | +0.1% | +3.32% | 加仓 |
| 23 | FISV | Fiserv Inc | +0.1% | -5.09% | 减仓 |
| 24 | AMT | American Tower CORP | +0.1% | +1.15% | 加仓 |
| 25 | UNP | Union Pacific CORP | +0.1% | -0.01% | 减仓 |
| 26 | NOW | Servicenow Inc | +0.1% | -0.50% | 减仓 |
| 27 | YUM | Yum! Brands Inc | +0.1% | +5.20% | 加仓 |
| 28 | CSX | Csx CORP | 0% | +4.54% | 加仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | -1.16% | 减仓 |
| 30 | JNJ | Johnson & Johnson | 0% | -1.54% | 减仓 |
| 31 | V | Visa Inc-class A Shares | 0% | +0.89% | 加仓 |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -67.36% | 减仓 |
| 33 | BMY | Bristol-myers Squibb Co | -0.1% | -83.62% | 减仓 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | -0.32% | 减仓 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +17.30% | 加仓 |
| 36 | KO | Coca-cola Co/the | -0.1% | -21.45% | 减仓 |
| 37 | SCHW | Schwab (charles) CORP | -0.1% | +6.57% | 加仓 |
| 38 | GSK | Gsk Plc-spon Adr | -0.2% | -30.52% | 减仓 |
| 39 | FDX | Fedex CORP | -0.2% | +0.39% | 加仓 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.77% | 加仓 |
| 41 | ADBE | Adobe Inc | -0.2% | +0.37% | 加仓 |
| 42 | BA | Boeing Co/the | -0.2% | -1.05% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | -0.14% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.44% | 减仓 |
| 45 | AMAT | Applied Materials Inc | -0.3% | +1.76% | 加仓 |
| 46 | EW | Edwards Lifesciences CORP | -0.3% | +8.74% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.92% | 加仓 |
| 48 | QCOM | Qualcomm Inc | -0.3% | +2.10% | 加仓 |
| 49 | CSCO | Cisco Systems Inc | -0.6% | -53.42% | 减仓 |
| 50 | INTC | Intel CORP | -0.8% | -81.37% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jacobs & Co/ca 在 Q3 2024 季度的美股持仓总市值约为 US$11.7亿，共申报了 126 个公开持股仓位。
在 Q3 2024 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分别为：AAPL (5.9%)、NVDA (4.2%)、MSFT (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.9% 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
AMD
市值: US$1290.1万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$5462.9万
在 Q3 2024 季度中，Jacobs & Co/ca 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 22 个仓位、减仓 26 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AMD。
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。