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
17.8%
截至 Q4 2024 季度末，Jacobs & Co/ca 的美股持仓估值约为 US$11.7亿，全数申报仓位共有 126 档。
在 Q4 2024，Jacobs & Co/ca 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 22 档、减仓 27 档与清仓 1 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 17.8%，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 | 6.34% | -0.21% | -2.44% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.50% | -0.08% | -4.67% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | -0.28% | -1.36% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | -0.09% | -3.74% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.01% | -0.38% | -4.58% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | -0.06% | -2.19% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.44% | -0.43% | -3.74% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.31% | +0.19% | +35.16% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.82% | +0.12% | -1.74% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.82% | +0.05% | -1.03% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.76% | -0.15% | -2.31% | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 1.68% | -0.54% | +2.69% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.63% | -0.06% | -2.67% | |
| 14 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.58% | -0.66% | +0.29% | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.57% | -0.01% | +0.01% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.54% | +0.21% | -0.66% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.52% | +0.02% | -4.26% | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 1.45% | -0.20% | -0.97% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.42% | +0.53% | -4.28% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.42% | -0.03% | -0.82% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.40% | -0.06% | +0.08% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.34% | -0.34% | +5.92% | |
| 23 | CSX | Csx CORP | 股票-工业 | 1.32% | -0.03% | +0.93% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.32% | -0.22% | +0.51% | |
| 25 | FDX | Fedex CORP | 股票-工业 | 1.31% | -0.96% | -0.22% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.26% | -0.24% | -2.91% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.26% | -0.27% | -1.07% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 1.25% | +0.19% | -4.10% | |
| 29 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.21% | -0.42% | +4.07% | |
| 30 | ENB | Enbridge Inc | 股票-能源 | 1.20% | -0.23% | -0.97% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 1.17% | -0.19% | +0.18% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.16% | -0.21% | +2.06% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.15% | -0.12% | +4.36% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 1.14% | -0.01% | +0.78% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 1.14% | +1.51% | +4.08% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 1.10% | -0.02% | +6.83% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.10% | +0.02% | -0.51% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 1.09% | +2.50% | +13.23% | |
| 39 | AXP | American Express Co | 股票-金融 | 1.08% | -0.05% | -6.30% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 1.04% | -0.23% | -3.43% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 1.01% | — | -0.56% | |
| 42 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.95% | -0.06% | +2.30% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.94% | -0.12% | -3.66% | |
| 44 | HUBB | Hubbell Inc | 股票-工业 | 0.93% | -0.08% | -4.46% | |
| 45 | FISV | Fiserv Inc | 股票-其他 | 0.91% | -0.21% | -5.52% | |
| 46 | ROK | Rockwell Automation Inc | 股票-工业 | 0.89% | +0.13% | +1.77% | |
| 47 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.88% | — | +4.16% | |
| 48 | EA | Electronic Arts Inc | 股票-通信服务 | 0.87% | -0.04% | -1.34% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.85% | -0.32% | +2.76% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.12% | +0.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | -3.74% | 减仓 |
| 2 | AAPL | Apple Inc | +0.4% | -2.44% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.4% | +35.16% | 加仓 |
| 4 | V | Visa Inc-class A Shares | +0.3% | -2.19% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.3% | -4.67% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.03% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -1.74% | 减仓 |
| 8 | DIS | Walt Disney Co/the | +0.2% | +0.51% | 加仓 |
| 9 | SCHW | Schwab (charles) CORP | +0.1% | -2.91% | 减仓 |
| 10 | EW | Edwards Lifesciences CORP | +0.1% | +2.30% | 加仓 |
| 11 | NOW | Servicenow Inc | +0.1% | -3.66% | 减仓 |
| 12 | BA | Boeing Co/the | +0.1% | -3.43% | 减仓 |
| 13 | HON | Honeywell International Inc | +0.1% | -0.97% | 减仓 |
| 14 | TSLA | Tesla Inc | +0.1% | -6.42% | 减仓 |
| 15 | AMT | American Tower CORP | +0.1% | +50.76% | 加仓 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.08% | 减仓 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | -4.05% | 减仓 |
| 18 | ROK | Rockwell Automation Inc | +0.1% | +1.77% | 加仓 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.84% | 减仓 |
| 20 | META | Meta Platforms Inc-class A | 0% | -4.58% | 减仓 |
| 21 | IBM | Intl Business Machines CORP | -0.1% | -4.26% | 减仓 |
| 22 | UPS | United Parcel Service-cl B | -0.1% | +0.78% | 加仓 |
| 23 | CSX | Csx CORP | -0.1% | +0.93% | 加仓 |
| 24 | MCD | Mcdonald's CORP | -0.1% | -1.07% | 减仓 |
| 25 | PEP | Pepsico Inc | -0.1% | +5.92% | 加仓 |
| 26 | YUM | Yum! Brands Inc | -0.1% | -4.11% | 减仓 |
| 27 | MSFT | Microsoft CORP | -0.1% | -1.36% | 减仓 |
| 28 | NXPI | NXP Semiconductors N.V. | -0.1% | +0.37% | 加仓 |
| 29 | SBUX | Starbucks CORP | -0.1% | +0.01% | 加仓 |
| 30 | JNJ | Johnson & Johnson | -0.1% | +0.32% | 加仓 |
| 31 | HD | Home Depot Inc | -0.1% | -2.31% | 减仓 |
| 32 | UNP | Union Pacific CORP | -0.1% | +0.08% | 加仓 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +4.36% | 加仓 |
| 34 | STZ | Constellation Brands Inc-a | -0.1% | +4.16% | 加仓 |
| 35 | ABBV | Abbvie Inc | -0.1% | -0.51% | 减仓 |
| 36 | UL | Unilever PLC | -0.1% | -5.02% | 减仓 |
| 37 | NKE | Nike Inc -cl B | -0.1% | +4.07% | 加仓 |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | +3.20% | 加仓 |
| 39 | CAT | Caterpillar Inc | -0.2% | -4.28% | 减仓 |
| 40 | QCOM | Qualcomm Inc | -0.2% | -0.66% | 减仓 |
| 41 | KO | Coca-cola Co/the | -0.2% | -13.84% | 减仓 |
| 42 | ADBE | Adobe Inc | -0.2% | +2.69% | 加仓 |
| 43 | AMAT | Applied Materials Inc | -0.2% | +4.08% | 加仓 |
| 44 | PFE | Pfizer Inc | -0.2% | -17.46% | 减仓 |
| 45 | AMD | Advanced Micro Devices | -0.2% | +13.23% | 加仓 |
| 46 | AMGN | Amgen Inc | -0.3% | +0.18% | 加仓 |
| 47 | ZTS | Zoetis Inc | -0.3% | +0.29% | 加仓 |
| 48 | REGN | Regeneron Pharmaceuticals | -0.3% | +0.70% | 加仓 |
| 49 | BDX | Becton Dickinson And Co | -0.3% | -29.12% | 减仓 |
| 50 | GSK | Gsk Plc-spon Adr | -0.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jacobs & Co/ca 在 Q4 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 Q4 2024 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分别为：AAPL (6.3%)、NVDA (4.5%)、MSFT (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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。
本季最大获利了结 / 清仓标的
GSK
前期市值: US$395.5万
在 Q4 2024 季度中，Jacobs & Co/ca 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 22 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 GSK。
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。