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
124 檔
19.8%
Q3 2025 季度申报显示，Jacobs & Co/ca 披露的美股组合总市值为 US$11.7亿，涵盖 124 个不同之权益投资仓位。
在 Q3 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 35 个仓位并完全清仓 1 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 19.8%，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 | 6.09% | -0.21% | -1.68% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.53% | -0.08% | -3.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.30% | -0.28% | -1.31% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.25% | -0.38% | -2.09% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.93% | -0.09% | -0.97% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.69% | -0.06% | +0.00% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.29% | +0.19% | +2.47% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.21% | -0.43% | -0.69% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.16% | +0.05% | -3.03% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.10% | +0.12% | -2.05% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.74% | -0.15% | -0.62% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.72% | +0.53% | -2.76% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.71% | +0.02% | -0.50% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.55% | +2.50% | -1.80% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.55% | +0.21% | -1.18% | |
| 16 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.45% | -0.24% | -2.22% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.43% | -0.06% | -1.37% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | +1.51% | -0.59% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.40% | -0.06% | +2.66% | |
| 20 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.39% | -0.66% | +1.23% | |
| 21 | CMI | Cummins Inc | 股票-工业 | 1.37% | +0.19% | -2.34% | |
| 22 | CSX | Csx CORP | 股票-工业 | 1.37% | -0.03% | -0.62% | |
| 23 | DE | Deere & Co | 股票-工业 | 1.34% | -0.03% | -0.77% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.33% | +0.02% | -2.50% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.31% | -0.01% | +0.84% | |
| 26 | HON | Honeywell International Inc | 股票-工业 | 1.28% | -0.20% | +1.78% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.27% | -0.34% | +5.47% | |
| 28 | ENB | Enbridge Inc | 股票-能源 | 1.26% | -0.23% | +0.42% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.25% | -0.22% | -1.04% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | -0.27% | -0.98% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 1.22% | -0.19% | +2.45% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.21% | -0.54% | -6.26% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 1.21% | -0.23% | +0.45% | |
| 34 | SNPS | Synopsys Inc | 股票-科技 | 1.16% | -0.02% | +1.60% | |
| 35 | AXP | American Express Co | 股票-金融 | 1.11% | -0.05% | -1.65% | |
| 36 | FDX | Fedex CORP | 股票-工业 | 1.10% | -0.96% | +1.19% | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.08% | -0.42% | +1.80% | |
| 38 | EA | Electronic Arts Inc | 股票-通信服务 | 1.05% | -0.04% | -5.89% | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 1.00% | — | -1.34% | |
| 40 | ROK | Rockwell Automation Inc | 股票-工业 | 0.98% | +0.13% | -3.37% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.94% | -0.32% | -0.63% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.92% | -0.12% | +10.73% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.12% | -0.92% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.88% | -0.12% | -1.54% | |
| 45 | HUBB | Hubbell Inc | 股票-工业 | 0.87% | -0.08% | +0.90% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.84% | +0.68% | +39.60% | |
| 47 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.84% | -0.06% | -4.77% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.84% | -0.20% | +12.14% | |
| 49 | CARR | Carrier Global CORP | 股票-工业 | 0.83% | +0.13% | +9.56% | |
| 50 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.83% | -0.14% | +0.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -3.10% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | -1.31% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.03% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -2.05% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.5% | -1.80% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.4% | -2.76% | 减仓 |
| 7 | AMAT | Applied Materials Inc | +0.3% | -0.59% | 加仓 |
| 8 | PANW | Palo Alto Networks Inc | +0.3% | +39.60% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -2.09% | 减仓 |
| 10 | AAPL | Apple Inc | +0.3% | -1.68% | 加仓 |
| 11 | CMI | Cummins Inc | +0.2% | -2.34% | 减仓 |
| 12 | ORCL | Oracle CORP | +0.2% | -0.28% | 加仓 |
| 13 | BA | Boeing Co/the | +0.2% | +0.45% | 减仓 |
| 14 | EA | Electronic Arts Inc | +0.1% | -5.89% | 减仓 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.90% | 减仓 |
| 16 | GLW | Corning Inc | +0.1% | -5.42% | 减仓 |
| 17 | ROK | Rockwell Automation Inc | +0.1% | -3.37% | 减仓 |
| 18 | HUBB | Hubbell Inc | +0.1% | +0.90% | 减仓 |
| 19 | NOW | Servicenow Inc | +0.1% | +10.73% | 加仓 |
| 20 | CSX | Csx CORP | +0.1% | -0.62% | 减仓 |
| 21 | AXP | American Express Co | +0.1% | -1.65% | 减仓 |
| 22 | SNPS | Synopsys Inc | +0.1% | +1.60% | 加仓 |
| 23 | NXPI | NXP Semiconductors N.V. | +0.1% | +2.82% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | -0.97% | 减仓 |
| 25 | SCHW | Schwab (charles) CORP | +0.1% | -2.22% | 减仓 |
| 26 | ✓ | Laboratory Corp. of America | 0% | -1.44% | 减仓 |
| 27 | DIS | Walt Disney Co/the | 0% | -1.04% | 减仓 |
| 28 | HD | Home Depot Inc | 0% | -0.62% | 加仓 |
| 29 | NKE | Nike Inc -cl B | — | +1.80% | 加仓 |
| 30 | ENB | Enbridge Inc | 0% | +0.42% | 减仓 |
| 31 | ABBV | Abbvie Inc | 0% | -2.50% | 减仓 |
| 32 | IBM | Intl Business Machines CORP | 0% | -0.50% | 减仓 |
| 33 | TGT | Target CORP | -0.1% | -7.82% | 减仓 |
| 34 | PFE | Pfizer Inc | -0.2% | -4.68% | 减仓 |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -4.43% | 减仓 |
| 36 | DTEGY | Deutsche Telekom Ag-spon Adr | -0.2% | -1.26% | 减仓 |
| 37 | FISV | Fiserv Inc | -0.2% | +17.97% | 加仓 |
| 38 | MDLZ | Mondelez International Inc-a | -0.2% | -5.97% | 减仓 |
| 39 | BDX | Becton Dickinson And Co | -0.3% | -0.32% | 减仓 |
| 40 | ZTS | Zoetis Inc | -0.3% | +1.23% | 加仓 |
| 41 | ADP | Automatic Data Processing | -0.3% | -1.37% | 减仓 |
| 42 | ADBE | Adobe Inc | -0.4% | -6.26% | 减仓 |
| 43 | SBUX | Starbucks CORP | -0.4% | +0.84% | 减仓 |
| 44 | COST | Costco Wholesale CORP | -0.4% | -0.69% | 减仓 |
| 45 | V | Visa Inc-class A Shares | -0.4% | +0.00% | 减仓 |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | -0.5% | -4.55% | 减仓 |
| 47 | UPS | United Parcel Service-cl B | -0.9% | -33.88% | 减仓 |
| 48 | CRM | Salesforce Inc | — | NEW | 新建仓 |
| 49 | CARR | Carrier Global CORP | — | NEW | 新建仓 |
| 50 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jacobs & Co/ca 在 Q3 2025 季度的美股持仓总市值约为 US$11.7亿，共申报了 124 个公开持股仓位。
在 Q3 2025 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分别为：AAPL (6.1%)、NVDA (5.5%)、MSFT (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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
CRM
市值: US$875.3万
本季最大获利了结 / 清仓标的
STZ
前期市值: US$616.6万
在 Q3 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 12 个仓位、减仓 35 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CRM。 本季清仓仓位包含 STZ。
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。