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
123 檔
18.2%
Jacobs & Co/ca 在 Q2 2025 季度的美股仓位总计估值为 US$11.7亿，分散于 123 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Jacobs & Co/ca 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
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 18.2%，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 | 5.18% | -0.21% | +3.74% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | -0.08% | -2.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.34% | -0.28% | -2.87% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.46% | -0.38% | -1.96% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.06% | -0.09% | -0.01% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.90% | -0.06% | -1.60% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.47% | -0.43% | -2.95% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.37% | +0.19% | +2.66% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.87% | +0.02% | -2.99% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.05% | +1.69% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.65% | -0.15% | +2.36% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.62% | +0.12% | -0.72% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.58% | -0.06% | -3.96% | |
| 14 | DE | Deere & Co | 股票-工业 | 1.56% | -0.03% | -3.85% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.56% | +0.21% | -0.29% | |
| 16 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.52% | -0.66% | +1.38% | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 1.50% | +0.53% | +0.04% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.47% | -0.24% | -2.55% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.47% | -0.54% | +0.37% | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.46% | -0.01% | -1.79% | |
| 21 | HON | Honeywell International Inc | 股票-工业 | 1.44% | -0.20% | -0.49% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | +2.50% | +3.20% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.42% | -0.22% | -1.00% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.37% | -0.06% | +0.18% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +1.51% | +1.82% | |
| 26 | CSX | Csx CORP | 股票-工业 | 1.32% | -0.03% | -0.47% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.24% | -0.27% | +0.79% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 1.23% | -0.02% | +2.71% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 1.22% | -0.19% | +0.14% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 1.21% | -0.23% | -0.60% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.18% | -0.34% | +1.99% | |
| 32 | ENB | Enbridge Inc | 股票-能源 | 1.17% | -0.23% | -2.78% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.14% | +0.02% | +2.00% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 1.13% | +0.19% | +0.89% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 1.13% | -0.32% | +0.06% | |
| 36 | AXP | American Express Co | 股票-金融 | 1.13% | -0.05% | +0.28% | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.12% | -0.42% | -0.31% | |
| 38 | FDX | Fedex CORP | 股票-工业 | 1.08% | -0.96% | +2.25% | |
| 39 | ROK | Rockwell Automation Inc | 股票-工业 | 1.00% | +0.13% | -2.95% | |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.99% | -0.21% | -10.30% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 0.97% | — | -0.74% | |
| 42 | CARR | Carrier Global CORP | 股票-工业 | 0.97% | +0.13% | — | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.96% | -0.12% | -0.71% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.92% | -0.21% | +26.53% | |
| 45 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.92% | -0.06% | -5.78% | |
| 46 | EA | Electronic Arts Inc | 股票-通信服务 | 0.91% | -0.04% | -2.46% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.89% | -0.20% | — | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.88% | +0.85% | -4.52% | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.87% | -0.12% | -2.82% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.86% | — | +8.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -2.42% | 减仓 |
| 2 | CARR | Carrier Global CORP | +1% | NEW | 新建仓 |
| 3 | CRM | Salesforce Inc | +0.9% | NEW | 新建仓 |
| 4 | MSFT | Microsoft CORP | +0.7% | -2.87% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -1.96% | 减仓 |
| 6 | AMD | Advanced Micro Devices | +0.4% | +3.20% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.2% | +1.82% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.01% | 减仓 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -1.00% | 减仓 |
| 10 | INTU | Intuit Inc | +0.2% | +0.06% | 加仓 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -4.52% | 减仓 |
| 12 | SNPS | Synopsys Inc | +0.2% | +2.71% | 加仓 |
| 13 | BA | Boeing Co/the | +0.2% | -0.60% | 减仓 |
| 14 | NOW | Servicenow Inc | +0.2% | -0.71% | 减仓 |
| 15 | ORCL | Oracle CORP | +0.2% | +56.56% | 加仓 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | -2.95% | 减仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -2.99% | 减仓 |
| 18 | CAT | Caterpillar Inc | +0.1% | +0.04% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.69% | 加仓 |
| 20 | AXP | American Express Co | +0.1% | +0.28% | 加仓 |
| 21 | CMG | Chipotle Mexican Grill Inc | +0.1% | +8.82% | 加仓 |
| 22 | BKNG | Booking Holdings Inc | +0.1% | -3.40% | 减仓 |
| 23 | HUBB | Hubbell Inc | +0.1% | -1.66% | 减仓 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +4.15% | 加仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -0.72% | 减仓 |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | -2.55% | 减仓 |
| 27 | NXPI | NXP Semiconductors N.V. | +0.1% | +3.27% | 加仓 |
| 28 | CSX | Csx CORP | 0% | -0.47% | 减仓 |
| 29 | NKE | Nike Inc -cl B | 0% | -0.31% | 减仓 |
| 30 | HON | Honeywell International Inc | 0% | -0.49% | 减仓 |
| 31 | EA | Electronic Arts Inc | — | -2.46% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -3.79% | 减仓 |
| 33 | TGT | Target CORP | -0.1% | -51.13% | 减仓 |
| 34 | DTEGY | Deutsche Telekom Ag-spon Adr | -0.1% | -9.26% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.81% | 减仓 |
| 36 | REGN | Regeneron Pharmaceuticals | -0.1% | +2.43% | 加仓 |
| 37 | PFE | Pfizer Inc | -0.2% | -15.85% | 减仓 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -4.04% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.2% | +0.79% | 加仓 |
| 40 | ABBV | Abbvie Inc | -0.2% | +2.00% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -2.82% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.2% | +1.99% | 加仓 |
| 43 | AMGN | Amgen Inc | -0.2% | +0.14% | 加仓 |
| 44 | SBUX | Starbucks CORP | -0.3% | -1.79% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.3% | +2.66% | 加仓 |
| 46 | STZ | Constellation Brands Inc-a | -0.3% | -26.85% | 减仓 |
| 47 | BDX | Becton Dickinson And Co | -0.3% | -13.20% | 减仓 |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -10.30% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | +3.74% | 加仓 |
| 50 | UPS | United Parcel Service-cl B | -0.9% | -93.44% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jacobs & Co/ca 在 Q2 2025 季度的美股持仓总市值约为 US$11.7亿，共申报了 123 个公开持股仓位。
在 Q2 2025 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分别为：AAPL (5.2%)、NVDA (5.0%)、MSFT (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
CARR
市值: US$974.8万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$3553.8万
在 Q2 2025 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 18 个仓位、减仓 30 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CARR。
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。