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。
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CIK: 0001782491
申报总市值
US$3.5亿
US$3.5亿
126 檔
51.7%
根据最新整理的 13F 季度数据集，Jacobsen Capital Management 于 Q2 2026 结束时的管理资产规模为 US$3.5亿。该机构在本季度申报了 126 档美股持仓，呈现出该时期的主要投资地图。
Jacobsen Capital Management 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 57 档持股的同时，亦同步清仓 10 档并减仓 45 档标的。
在资产配置集中度方面，Jacobsen Capital Management 的前 5 大核心持股（包含 VEA, VUG, VTV 等）合计占整体申报市值的 51.7%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 17.36% | -0.45% | -4.75% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 14.34% | +0.68% | +494.04% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 12.11% | -0.03% | +0.24% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.56% | -0.30% | +0.15% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 4.23% | -0.39% | +0.02% | |
| 6 | DFAI | Dimensional International Co | ETF-其他 | 3.78% | +0.22% | +32.46% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.63% | -0.10% | +0.84% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.39% | +0.03% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.88% | +0.32% | -0.01% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 2.18% | +0.05% | +62.41% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.17% | -0.06% | +0.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.82% | -0.10% | -0.50% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.77% | -0.07% | +13.00% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.60% | +3.12% | |
| 15 | EXR | Extra Space Storage Inc | 股票-房地产 | 1.64% | -0.26% | +0.01% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.35% | +0.03% | +2.40% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | -0.09% | +0.23% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 0.84% | -0.08% | -3.66% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | — | +9.48% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | -0.02% | -0.26% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.71% | -0.11% | -0.43% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | +0.20% | -3.81% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.01% | -2.84% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | -0.02% | +0.33% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.02% | +2.68% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.01% | +0.60% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.01% | -1.06% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.01% | +0.11% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.33% | +0.01% | -1.45% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.01% | +10.46% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.32% | -0.07% | +1.42% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.32% | -0.04% | -0.15% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.31% | EXIT | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.31% | +0.01% | — | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.29% | -0.01% | -2.58% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.28% | -0.04% | +0.16% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.27% | -0.11% | -15.38% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.27% | +0.01% | +0.74% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.25% | -0.07% | +1.67% | |
| 40 | GE | General Electric | 股票-工业 | 0.25% | -0.05% | — | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.24% | -0.05% | -4.95% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.24% | +0.08% | +2.46% | |
| 43 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.23% | — | — | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.22% | -0.10% | +983.70% | |
| 45 | PACS | Pacs Group Inc | 股票-其他 | 0.22% | -0.01% | -4.80% | |
| 46 | GEV | GE Vernova Inc | 股票-工业 | 0.21% | -0.04% | +1.00% | |
| 47 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.21% | -0.02% | +2454.19% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.21% | -0.01% | -3.60% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.19% | — | -2.28% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.19% | +0.01% | +0.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | +0.9% | +62.41% | 加仓 |
| 2 | DFAI | Dimensional International Co | +0.7% | +32.46% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.6% | -3.66% | 减仓 |
| 4 | AMD | Advanced Micro Devices | +0.4% | -2.84% | 减仓 |
| 5 | VUG | Vanguard Growth ETF | +0.2% | +494.04% | 加仓 |
| 6 | INTC | Intel CORP | +0.2% | +10.46% | 加仓 |
| 7 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +0.02% | 加仓 |
| 8 | SNDK | Sandisk CORP | +0.2% | NEW | 新建仓 |
| 9 | ✓ | +0.2% | NEW | 新建仓 | |
| 10 | LRCX | Lam Research CORP | +0.1% | +1.42% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.50% | 减仓 |
| 12 | KLAC | Kla CORP | +0.1% | +983.70% | 加仓 |
| 13 | WDC | Western Digital CORP | +0.1% | NEW | 新建仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -15.38% | 减仓 |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | -0.45% | 减仓 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +1.89% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.16% | 加仓 |
| 18 | CMI | Cummins Inc | +0.1% | NEW | 新建仓 |
| 19 | URI | United Rentals Inc | +0.1% | NEW | 新建仓 |
| 20 | CNC | Centene CORP | +0.1% | NEW | 新建仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | +0.23% | 加仓 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +0.33% | 加仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | +1.67% | 加仓 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +13.05% | 加仓 |
| 25 | SBUX | Starbucks CORP | +0.1% | NEW | 新建仓 |
| 26 | WELL | Welltower Inc | +0.1% | NEW | 新建仓 |
| 27 | FTNT | Fortinet Inc | +0.1% | NEW | 新建仓 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 29 | TER | Teradyne Inc | +0.1% | NEW | 新建仓 |
| 30 | DE | Deere & Co | +0.1% | NEW | 新建仓 |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | -0.26% | 减仓 |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.10% | 减仓 |
| 33 | APH | Amphenol Corp-cl A | 0% | -2.58% | 减仓 |
| 34 | GLW | Corning Inc | 0% | -4.07% | 减仓 |
| 35 | GE | General Electric | 0% | — | 不变 |
| 36 | GEV | GE Vernova Inc | 0% | +1.00% | 加仓 |
| 37 | TXN | Texas Instruments Inc | 0% | +1.57% | 加仓 |
| 38 | AMZN | Amazon.com Inc | 0% | +2.40% | 加仓 |
| 39 | PACS | Pacs Group Inc | 0% | -4.80% | 减仓 |
| 40 | ANET | Arista Networks Inc | 0% | +0.08% | 加仓 |
| 41 | QCOM | Qualcomm Inc | 0% | +2.78% | 加仓 |
| 42 | VB | Vanguard Small-cap ETF | 0% | +0.43% | 加仓 |
| 43 | V | Visa Inc-class A Shares | 0% | +2.68% | 加仓 |
| 44 | MS | Morgan Stanley | 0% | -1.31% | 减仓 |
| 45 | BAC | Bank Of America CORP | 0% | +0.20% | 加仓 |
| 46 | GS | Goldman Sachs Group Inc | 0% | +5.38% | 加仓 |
| 47 | ETN | Eaton Corporation plc | 0% | +1.90% | 加仓 |
| 48 | PWR | Quanta Services Inc | 0% | +0.55% | 加仓 |
| 49 | ADI | Analog Devices Inc | 0% | — | 不变 |
| 50 | ABBV | Abbvie Inc | — | +0.74% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Jacobsen Capital Management 在 Q2 2026 季度的美股持仓总市值约为 US$3.5亿，共申报了 126 个公开持股仓位。
在 Q2 2026 季度，Jacobsen Capital Management 按市值排列的前三大核心持股分别为：VEA (17.4%)、VUG (14.3%)、VTV (12.1%)。其中最大持股仓位 VEA 占据整体投资组合约 17.4% 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
SNDK
市值: US$62.3万
本季最大获利了结 / 清仓标的
SPGI
前期市值: US$62.7万
在 Q2 2026 季度中，Jacobsen Capital Management 共进行了 124 项持仓异动，包含新建仓 12 个仓位、加仓 57 个仓位、减仓 45 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SNDK。 本季清仓仓位包含 SPGI。
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。
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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。