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
78 檔
21.6%
在 Q4 2024 申报期间，Jlb & Associates Inc（CIK: 0001085227）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$7.5亿，共持有 78 个公开申报仓位。
在 Q4 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 40 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，Jlb & Associates Inc 的前 5 大核心持股（包含 AAPL, MA, ORCL 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 | 5.72% | -0.31% | -2.56% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 4.42% | -0.20% | -2.67% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 4.25% | -0.25% | -4.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.87% | -0.23% | -2.93% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.66% | -0.54% | -2.05% | |
| 6 | APH | Amphenol Corp-cl A | 股票-科技 | 3.52% | +1.55% | -3.13% | |
| 7 | CPRT | Copart Inc | 股票-工业 | 3.39% | -0.51% | -3.58% | |
| 8 | AON | Aon plc | 股票-金融 | 3.33% | — | -1.44% | |
| 9 | SEIC | Sei Investments Company | 股票-金融 | 3.15% | +0.15% | -2.54% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 2.95% | +0.02% | -2.70% | |
| 11 | ROST | Ross Stores Inc | 股票-周期性消费 | 2.78% | -0.44% | -1.60% | |
| 12 | ACN | Accenture plc | 股票-科技 | 2.66% | — | -3.14% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.57% | -0.27% | -2.22% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.54% | -0.49% | EXIT | |
| 15 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.51% | -0.15% | -1.92% | |
| 16 | GGG | Graco Inc | 股票-工业 | 2.51% | -0.45% | -1.56% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.50% | +0.23% | +0.57% | |
| 18 | AMGN | Amgen Inc | 股票-医疗保健 | 2.40% | -0.18% | -1.49% | |
| 19 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.31% | — | +1.77% | |
| 20 | ROL | Rollins Inc | 股票-周期性消费 | 2.27% | -0.74% | -0.41% | |
| 21 | TTC | Toro Co | 股票-工业 | 1.96% | -0.66% | -2.00% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 1.86% | +3.38% | -1.45% | |
| 23 | NOC | Northrop Grumman CORP | 股票-工业 | 1.85% | -0.84% | -2.56% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.84% | -0.28% | -3.75% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.76% | -0.86% | +4.32% | |
| 26 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.73% | +0.09% | -0.24% | |
| 27 | AME | Ametek Inc | 股票-工业 | 1.63% | +0.05% | -3.17% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.49% | -0.30% | -2.13% | |
| 29 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.45% | -1.18% | EXIT | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 1.41% | -0.35% | -1.61% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.33% | +0.76% | -10.62% | |
| 32 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.11% | +0.01% | -2.51% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.08% | +1.02% | -0.02% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.07% | +0.05% | -2.25% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.77% | +0.06% | -3.97% | |
| 36 | FDS | Factset Research Systems Inc | 股票-金融 | 0.74% | — | -0.04% | |
| 37 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.73% | -0.20% | EXIT | |
| 38 | PRI | Primerica Inc | 股票-金融 | 0.73% | +0.04% | +4.68% | |
| 39 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.65% | -0.14% | EXIT | |
| 40 | CP | Canadian Pacific Kansas City Limited | 股票-工业 | 0.64% | — | -10.43% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -1.56% | EXIT | |
| 42 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.62% | -0.24% | -3.69% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | +0.07% | +34.07% | |
| 44 | PCAR | Paccar Inc | 股票-工业 | 0.56% | -0.46% | +13.51% | |
| 45 | ALLE | Allegion plc | 股票-工业 | 0.54% | -0.15% | +1.59% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.50% | -0.08% | EXIT | |
| 47 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.48% | -0.47% | -3.01% | |
| 48 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.48% | -0.17% | EXIT | |
| 49 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.48% | -0.14% | -1.43% | |
| 50 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.46% | -0.10% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEIC | Sei Investments Company | +0.6% | -2.54% | 减仓 |
| 2 | AAPL | Apple Inc | +0.5% | -2.56% | 减仓 |
| 3 | MA | Mastercard Inc - A | +0.4% | -2.67% | 减仓 |
| 4 | CPRT | Copart Inc | +0.3% | -3.58% | 减仓 |
| 5 | APH | Amphenol Corp-cl A | +0.3% | -3.13% | 减仓 |
| 6 | CASY | Casey's General Stores Inc | +0.3% | +1.77% | 加仓 |
| 7 | AON | Aon plc | +0.2% | -1.44% | 减仓 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +34.07% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.02% | 减仓 |
| 10 | PKG | Packaging CORP Of America | +0.2% | -1.92% | 减仓 |
| 11 | PCAR | Paccar Inc | +0.1% | +13.51% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.40% | 减仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +10.03% | 加仓 |
| 14 | PRI | Primerica Inc | +0.1% | +4.68% | 加仓 |
| 15 | AXP | American Express Co | +0.1% | -3.97% | 减仓 |
| 16 | ACN | Accenture plc | +0.1% | -3.14% | 减仓 |
| 17 | MSFT | Microsoft CORP | 0% | -2.93% | 减仓 |
| 18 | GGG | Graco Inc | — | -1.56% | 减仓 |
| 19 | TNET | Trinet Group Inc | 0% | -3.07% | 减仓 |
| 20 | SHW | Sherwin-williams Co/the | 0% | +4.32% | 加仓 |
| 21 | LOW | Lowe's Cos Inc | 0% | -3.01% | 减仓 |
| 22 | ALLE | Allegion plc | 0% | +1.59% | 加仓 |
| 23 | CP | Canadian Pacific Kansas City | 0% | -2.07% | 减仓 |
| 24 | HSIC | Henry Schein Inc | 0% | -4.25% | 减仓 |
| 25 | MOH | Molina Healthcare Inc | 0% | +3.09% | 加仓 |
| 26 | UPS | United Parcel Service-cl B | 0% | -11.36% | 减仓 |
| 27 | ORCL | Oracle CORP | -0.1% | -4.27% | 减仓 |
| 28 | MRSH | Marsh & Mclennan Cos | -0.1% | -3.75% | 减仓 |
| 29 | IPG | Interpublic Group Of Cos Inc | -0.1% | EXIT | 清仓 |
| 30 | MTD | Mettler-toledo International | -0.1% | -6.86% | 减仓 |
| 31 | ABBV | Abbvie Inc | -0.1% | -2.25% | 减仓 |
| 32 | PGR | Progressive CORP | -0.1% | -2.70% | 减仓 |
| 33 | ROL | Rollins Inc | -0.1% | -0.41% | 减仓 |
| 34 | TTC | Toro Co | -0.1% | -2.00% | 减仓 |
| 35 | NKE | Nike Inc -cl B | -0.1% | -3.94% | 减仓 |
| 36 | DEO | Diageo Plc-sponsored Adr | -0.1% | -23.25% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -2.13% | 减仓 |
| 38 | PII | Polaris Inc | -0.1% | -36.20% | 减仓 |
| 39 | CNI | Canadian Natl Railway Co | -0.1% | -2.51% | 减仓 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -20.71% | 减仓 |
| 41 | HSY | Hershey Co/the | -0.2% | -2.77% | 减仓 |
| 42 | CP | Canadian Pacific Kansas City Limited | -0.2% | -10.43% | 减仓 |
| 43 | NOC | Northrop Grumman CORP | -0.2% | -2.56% | 减仓 |
| 44 | ICLR | ICON Public Limited Company | -0.2% | -52.14% | 减仓 |
| 45 | EXPD | Expeditors Intl Wash Inc | -0.2% | -0.24% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -0.75% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.3% | -10.62% | 减仓 |
| 48 | KLAC | Kla CORP | -0.3% | -1.45% | 减仓 |
| 49 | AMGN | Amgen Inc | -0.5% | -1.49% | 减仓 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -0.8% | +0.57% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Jlb & Associates Inc 在 Q4 2024 季度的美股持仓总市值约为 US$7.5亿，共申报了 78 个公开持股仓位。
在 Q4 2024 季度，Jlb & Associates Inc 按市值排列的前三大核心持股分别为：AAPL (5.7%)、MA (4.4%)、ORCL (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.7% 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
IPG
前期市值: US$43.7万
在 Q4 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 9 个仓位、减仓 40 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 IPG。
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。