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
17.4%
截至 Q1 2026 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 124 档。
Jacobs & Co/ca 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 44 档持股的同时，亦同步清仓 2 档并减仓 54 档标的。
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 17.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
WAT
市值: US$376.8万
本季最大获利了结 / 清仓标的
BLK
前期市值: US$21.1万
| # | 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 | 6.02% | -0.21% | -0.22% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.15% | -0.08% | +0.09% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.28% | +1.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.88% | -0.09% | +0.98% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.79% | +0.19% | +0.46% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.60% | -0.38% | +0.58% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.48% | -0.06% | +0.98% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.46% | +0.12% | -0.75% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.44% | +0.05% | -1.39% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 2.38% | +0.53% | -3.89% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.33% | -0.43% | -0.05% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.13% | +1.51% | -7.51% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.94% | +2.50% | -0.52% | |
| 14 | DE | Deere & Co | 股票-工业 | 1.72% | -0.03% | -0.90% | |
| 15 | CMI | Cummins Inc | 股票-工业 | 1.67% | +0.19% | -2.50% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.54% | +0.02% | +1.30% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.52% | -0.15% | +1.14% | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 1.51% | -0.06% | +0.93% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.50% | -0.19% | -1.05% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.48% | -0.24% | +0.88% | |
| 21 | FDX | Fedex CORP | 股票-工业 | 1.46% | -0.96% | -6.44% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.44% | -0.20% | -0.52% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 1.42% | -0.41% | +8.12% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.41% | -0.34% | +0.48% | |
| 25 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.38% | -0.01% | +0.04% | |
| 26 | ENB | Enbridge Inc | 股票-能源 | 1.37% | -0.23% | +0.05% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.31% | +0.02% | +4.43% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.27% | -0.27% | -0.40% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.27% | -0.12% | -2.04% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 1.18% | +0.21% | -2.14% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | -0.12% | -1.24% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.14% | -0.66% | +0.11% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.08% | -0.22% | +1.05% | |
| 34 | SNPS | Synopsys Inc | 股票-科技 | 1.08% | -0.02% | +0.61% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 1.06% | -0.23% | -1.29% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.05% | -0.06% | +1.92% | |
| 37 | AXP | American Express Co | 股票-金融 | 1.02% | -0.05% | +0.36% | |
| 38 | HUBB | Hubbell Inc | 股票-工业 | 0.98% | -0.08% | -0.47% | |
| 39 | ROK | Rockwell Automation Inc | 股票-工业 | 0.96% | +0.13% | -1.65% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.96% | +0.85% | +43.66% | |
| 41 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.92% | -0.02% | +47.41% | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | 0.91% | +0.02% | +12.80% | |
| 43 | CARR | Carrier Global CORP | 股票-工业 | 0.90% | +0.13% | -1.61% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.19% | -1.95% | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.88% | -0.42% | +2.85% | |
| 46 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.85% | -0.14% | -0.36% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.84% | -0.14% | +0.08% | |
| 48 | SYY | Sysco CORP | 股票-非周期性消费 | 0.84% | — | -2.03% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.20% | +15.62% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.81% | +0.68% | +12.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.5% | -7.51% | 减仓 |
| 2 | CAT | Caterpillar Inc | +0.5% | -3.89% | 减仓 |
| 3 | COST | Costco Wholesale CORP | +0.4% | -0.05% | 减仓 |
| 4 | DE | Deere & Co | +0.3% | -0.90% | 减仓 |
| 5 | FDX | Fedex CORP | +0.3% | -6.44% | 减仓 |
| 6 | HON | Honeywell International Inc | +0.3% | -0.52% | 减仓 |
| 7 | GLW | Corning Inc | +0.2% | -0.29% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -1.24% | 减仓 |
| 9 | ENB | Enbridge Inc | +0.2% | +0.05% | 加仓 |
| 10 | NFLX | Netflix Inc | +0.2% | +8.12% | 加仓 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +43.66% | 加仓 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | -2.04% | 减仓 |
| 13 | PEP | Pepsico Inc | +0.2% | +0.48% | 加仓 |
| 14 | BKNG | Booking Holdings Inc | +0.2% | +47.41% | 加仓 |
| 15 | AMGN | Amgen Inc | +0.2% | -1.05% | 减仓 |
| 16 | UNP | Union Pacific CORP | +0.2% | +0.93% | 加仓 |
| 17 | SBUX | Starbucks CORP | +0.1% | +0.04% | 加仓 |
| 18 | HUBB | Hubbell Inc | +0.1% | -0.47% | 减仓 |
| 19 | CVX | Chevron CORP | +0.1% | -0.90% | 减仓 |
| 20 | DTEGY | Deutsche Telekom Ag-spon Adr | +0.1% | +2.51% | 加仓 |
| 21 | WMT | Walmart Inc | +0.1% | -1.95% | 减仓 |
| 22 | CMI | Cummins Inc | +0.1% | -2.50% | 减仓 |
| 23 | ✓ | Laboratory Corp. of America | +0.1% | +2.16% | 加仓 |
| 24 | CARR | Carrier Global CORP | +0.1% | -1.61% | 减仓 |
| 25 | MCD | Mcdonald's CORP | +0.1% | -0.40% | 减仓 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +1.71% | 加仓 |
| 27 | SNA | Snap-on Inc | +0.1% | +0.03% | 加仓 |
| 28 | YUM | Yum! Brands Inc | +0.1% | -0.36% | 减仓 |
| 29 | ABBV | Abbvie Inc | +0.1% | +4.43% | 加仓 |
| 30 | INTC | Intel CORP | 0% | — | 不变 |
| 31 | MDLZ | Mondelez International Inc-a | 0% | -1.44% | 减仓 |
| 32 | PANW | Palo Alto Networks Inc | 0% | +12.76% | 加仓 |
| 33 | AMT | American Tower CORP | 0% | +3.68% | 加仓 |
| 34 | UBER | Uber Technologies Inc | 0% | +12.80% | 加仓 |
| 35 | REGN | Regeneron Pharmaceuticals | 0% | -0.47% | 减仓 |
| 36 | HD | Home Depot Inc | 0% | +1.14% | 加仓 |
| 37 | TGT | Target CORP | 0% | -3.99% | 减仓 |
| 38 | VZ | Verizon Communications Inc | 0% | +3.08% | 加仓 |
| 39 | RTX | Rtx CORP | 0% | +0.29% | 加仓 |
| 40 | CSCO | Cisco Systems Inc | 0% | -0.81% | 减仓 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.38% | 加仓 |
| 42 | COP | Conocophillips | 0% | — | 不变 |
| 43 | PSX | Phillips 66 | 0% | — | 不变 |
| 44 | NVT | nVent Electric plc | 0% | — | 不变 |
| 45 | SOLS | Solstice Adv Materials Inc | 0% | -18.15% | 减仓 |
| 46 | GILD | Gilead Sciences Inc | 0% | -0.77% | 减仓 |
| 47 | MSI | Motorola Solutions Inc | 0% | — | 不变 |
| 48 | T | At&t Inc | 0% | — | 不变 |
| 49 | NYT | New York Times Co-a | 0% | — | 不变 |
| 50 | WTS | Watts Water Technologies-a | 0% | -5.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jacobs & Co/ca 在 Q1 2026 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 Q1 2026 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分别为：AAPL (6.0%)、NVDA (5.2%)、MSFT (3.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 的权重。
在 Q1 2026 季度中，Jacobs & Co/ca 共进行了 102 项持仓异动，包含新建仓 2 个仓位、加仓 44 个仓位、减仓 54 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 WAT。 本季清仓仓位包含 BLK。
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。
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。
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。