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: 0001085227
申报总市值
US$7.5亿
US$7.5亿
80 檔
21.6%
根据最新整理的 13F 季度数据集，Jlb & Associates Inc 于 Q3 2024 结束时的管理资产规模为 US$7.5亿。该机构在本季度申报了 80 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Jlb & Associates Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 3 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，Jlb & Associates Inc 的前 5 大核心持股（包含 AAPL, ORCL, MA 等）合计占整体申报市值的 21.6%，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% | -0.31% | -2.26% | |
| 2 | ORCL | Oracle CORP | 股票-科技 | 4.30% | -0.25% | -0.90% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 4.04% | -0.20% | -1.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | -0.23% | -0.57% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.44% | -0.54% | +6.04% | |
| 6 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.27% | +0.23% | -3.33% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 3.23% | +1.55% | -3.86% | |
| 8 | AON | Aon plc | 股票-金融 | 3.09% | — | -1.72% | |
| 9 | CPRT | Copart Inc | 股票-工业 | 3.05% | -0.51% | -3.55% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 3.04% | +0.02% | +9.99% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 2.86% | -0.18% | -0.65% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.81% | -0.49% | EXIT | |
| 13 | ROST | Ross Stores Inc | 股票-周期性消费 | 2.67% | -0.44% | +10.12% | |
| 14 | ACN | Accenture plc | 股票-科技 | 2.61% | — | +1.19% | |
| 15 | SEIC | Sei Investments Company | 股票-金融 | 2.57% | +0.15% | +0.95% | |
| 16 | GGG | Graco Inc | 股票-工业 | 2.51% | -0.45% | -0.61% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.42% | -0.27% | +7.21% | |
| 18 | ROL | Rollins Inc | 股票-周期性消费 | 2.36% | -0.74% | +0.19% | |
| 19 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.33% | -0.15% | -3.07% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 2.19% | +3.38% | -1.17% | |
| 21 | TTC | Toro Co | 股票-工业 | 2.05% | -0.66% | +0.70% | |
| 22 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.04% | — | +20.86% | |
| 23 | NOC | Northrop Grumman CORP | 股票-工业 | 2.03% | -0.84% | -1.28% | |
| 24 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.95% | +0.09% | -0.94% | |
| 25 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.90% | -0.28% | -2.04% | |
| 26 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.79% | -0.86% | +9.11% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.61% | +0.76% | -8.03% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.61% | -0.30% | +0.61% | |
| 29 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.60% | -1.18% | EXIT | |
| 30 | AME | Ametek Inc | 股票-工业 | 1.52% | +0.05% | +0.66% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 1.37% | -0.35% | -1.23% | |
| 32 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.25% | +0.01% | -2.52% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.15% | +0.05% | -0.85% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.90% | +1.02% | +4.29% | |
| 35 | CP | Canadian Pacific Kansas City Limited | 股票-工业 | 0.80% | — | +69.15% | |
| 36 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.77% | -0.20% | EXIT | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.75% | -0.14% | EXIT | |
| 38 | AXP | American Express Co | 股票-金融 | 0.69% | +0.06% | +14.28% | |
| 39 | FDS | Factset Research Systems Inc | 股票-金融 | 0.67% | — | +5.71% | |
| 40 | PRI | Primerica Inc | 股票-金融 | 0.64% | +0.04% | +45.55% | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.64% | -0.08% | EXIT | |
| 42 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.61% | -0.24% | -0.68% | |
| 43 | ALLE | Allegion plc | 股票-工业 | 0.57% | -0.15% | +2.09% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -1.56% | EXIT | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.51% | -0.47% | -3.28% | |
| 46 | MOH | Molina Healthcare Inc | 股票-医疗保健 | 0.46% | — | +3.84% | |
| 47 | TNET | Trinet Group Inc | 股票-其他 | 0.45% | — | +2.93% | |
| 48 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.44% | -0.17% | EXIT | |
| 49 | PCAR | Paccar Inc | 股票-工业 | 0.44% | -0.46% | +236.37% | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.43% | -0.14% | -13.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.7% | +9.99% | 加仓 |
| 2 | HSY | Hershey Co/the | +0.6% | +53.50% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.5% | -0.90% | 减仓 |
| 4 | SHW | Sherwin-williams Co/the | +0.4% | +9.11% | 加仓 |
| 5 | CP | Canadian Pacific Kansas City Limited | +0.3% | +69.15% | 加仓 |
| 6 | PCAR | Paccar Inc | +0.3% | +236.37% | 加仓 |
| 7 | AON | Aon plc | +0.3% | -1.72% | 减仓 |
| 8 | ACN | Accenture plc | +0.3% | +1.19% | 加仓 |
| 9 | TJX | Tjx Companies Inc | +0.3% | +6.04% | 加仓 |
| 10 | ORLY | O'reilly Automotive Inc | +0.3% | +7.21% | 加仓 |
| 11 | NOC | Northrop Grumman CORP | +0.3% | -1.28% | 减仓 |
| 12 | CASY | Casey's General Stores Inc | +0.2% | +20.86% | 加仓 |
| 13 | PRI | Primerica Inc | +0.2% | +45.55% | 加仓 |
| 14 | ROST | Ross Stores Inc | +0.2% | +10.12% | 加仓 |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | -1.72% | 减仓 |
| 16 | PKG | Packaging CORP Of America | +0.2% | -3.07% | 减仓 |
| 17 | MA | Mastercard Inc - A | +0.2% | -1.61% | 减仓 |
| 18 | AAPL | Apple Inc | +0.2% | -2.26% | 减仓 |
| 19 | AXP | American Express Co | +0.2% | +14.28% | 加仓 |
| 20 | GGG | Graco Inc | +0.1% | -0.61% | 减仓 |
| 21 | ALLE | Allegion plc | +0.1% | +2.09% | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | -0.85% | 减仓 |
| 23 | FDS | Factset Research Systems Inc | +0.1% | +5.71% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +36.63% | 加仓 |
| 25 | AVGO | Broadcom Inc | +0.1% | +1841.08% | 加仓 |
| 26 | SEIC | Sei Investments Company | +0.1% | +0.95% | 加仓 |
| 27 | SLGN | Silgan Holdings Inc | +0.1% | +1.01% | 加仓 |
| 28 | LOW | Lowe's Cos Inc | +0.1% | -3.28% | 减仓 |
| 29 | MOH | Molina Healthcare Inc | +0.1% | +3.84% | 加仓 |
| 30 | CBRE | Cbre Group Inc - A | +0.1% | -13.18% | 减仓 |
| 31 | CTSH | Cognizant Tech Solutions-a | 0% | -0.68% | 减仓 |
| 32 | EXPD | Expeditors Intl Wash Inc | 0% | -0.94% | 减仓 |
| 33 | ROL | Rollins Inc | 0% | +0.19% | 加仓 |
| 34 | MRSH | Marsh & Mclennan Cos | 0% | -2.04% | 减仓 |
| 35 | AMGN | Amgen Inc | -0.1% | -0.65% | 减仓 |
| 36 | EVTC | Evertec Inc | -0.1% | -47.12% | 减仓 |
| 37 | CACC | Credit Acceptance CORP | -0.1% | -66.21% | 减仓 |
| 38 | NKE | Nike Inc -cl B | -0.2% | -28.33% | 减仓 |
| 39 | ✓ | Dollar Tree Stores Inc | -0.2% | EXIT | 清仓 |
| 40 | TTC | Toro Co | -0.3% | +0.70% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.3% | -8.03% | 减仓 |
| 42 | KLAC | Kla CORP | -0.3% | -1.17% | 减仓 |
| 43 | FFIV | F5 Inc | -0.3% | EXIT | 清仓 |
| 44 | CPRT | Copart Inc | -0.4% | -3.55% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.4% | -0.57% | 减仓 |
| 46 | APH | Amphenol Corp-cl A | -0.4% | -3.86% | 减仓 |
| 47 | DEO | Diageo Plc-sponsored Adr | -0.7% | -65.84% | 减仓 |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | -0.7% | -57.77% | 减仓 |
| 49 | DLTR | Dollar Tree Inc | -0.9% | EXIT | 清仓 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -1% | -3.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jlb & Associates Inc 在 Q3 2024 季度的美股持仓总市值约为 US$7.5亿，共申报了 80 个公开持股仓位。
在 Q3 2024 季度，Jlb & Associates Inc 按市值排列的前三大核心持股分别为：AAPL (5.2%)、ORCL (4.3%)、MA (4.0%)。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。
本季最大获利了结 / 清仓标的
DLTR
前期市值: US$668.6万
在 Q3 2024 季度中，Jlb & Associates Inc 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 21 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 DLTR。
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。