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
75 檔
21.9%
Q2 2025 季度申报显示，Jlb & Associates Inc 披露的美股组合总市值为 US$7.5亿，涵盖 75 个不同之权益投资仓位。
在 Q2 2025，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 ORCL, APH, MA 等）合计占整体申报市值的 21.9%，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 | ORCL | Oracle CORP | 股票-科技 | 5.37% | -0.25% | -4.15% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 4.54% | +1.55% | -8.95% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 4.48% | -0.20% | -3.89% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.24% | -0.23% | -6.96% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.22% | -0.31% | -10.59% | |
| 6 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.93% | -0.54% | -0.96% | |
| 7 | SEIC | Sei Investments Company | 股票-金融 | 3.36% | +0.15% | -3.02% | |
| 8 | AON | Aon plc | 股票-金融 | 3.33% | — | -1.04% | |
| 9 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 3.33% | — | +4.05% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 3.06% | +0.02% | -5.17% | |
| 11 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.91% | -0.27% | +1410.82% | |
| 12 | ROL | Rollins Inc | 股票-周期性消费 | 2.74% | -0.74% | -2.26% | |
| 13 | CPRT | Copart Inc | 股票-工业 | 2.71% | -0.51% | -5.10% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 2.66% | +3.38% | -1.76% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 2.58% | -0.18% | -1.24% | |
| 16 | GGG | Graco Inc | 股票-工业 | 2.50% | -0.45% | -3.23% | |
| 17 | ROST | Ross Stores Inc | 股票-周期性消费 | 2.37% | -0.44% | -1.70% | |
| 18 | ACN | Accenture plc | 股票-科技 | 2.19% | — | -2.88% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.10% | +0.23% | -0.47% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 2.08% | -0.84% | +0.46% | |
| 21 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.07% | -0.15% | -2.49% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.83% | -0.86% | +2.28% | |
| 23 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.81% | +0.09% | -1.41% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.73% | -0.28% | -6.57% | |
| 25 | TTC | Toro Co | 股票-工业 | 1.72% | -0.66% | -2.18% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.62% | -0.49% | EXIT | |
| 27 | AME | Ametek Inc | 股票-工业 | 1.54% | +0.05% | -6.03% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.48% | -0.35% | -3.83% | |
| 29 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.41% | -1.18% | EXIT | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.28% | -0.30% | -3.98% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.17% | +0.76% | -5.46% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.16% | +1.02% | -8.85% | |
| 33 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.14% | +0.01% | -2.63% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.10% | +0.05% | -3.32% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.85% | +0.06% | +2.50% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.07% | +0.51% | |
| 37 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.77% | -0.20% | EXIT | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | -1.56% | EXIT | |
| 39 | PRI | Primerica Inc | 股票-金融 | 0.70% | +0.04% | -3.68% | |
| 40 | FDS | Factset Research Systems Inc | 股票-金融 | 0.67% | — | -4.32% | |
| 41 | CP | Canadian Pacific Kansas City Limited | 股票-工业 | 0.67% | — | -2.07% | |
| 42 | ALLE | Allegion plc | 股票-工业 | 0.66% | -0.15% | +5.94% | |
| 43 | PCAR | Paccar Inc | 股票-工业 | 0.65% | -0.46% | -6.51% | |
| 44 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.58% | -0.24% | -4.95% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.50% | -0.47% | +6.55% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.24% | +28.08% | |
| 47 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.49% | -0.14% | -4.03% | |
| 48 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.49% | -0.10% | EXIT | |
| 49 | ✓ | Service CORP Intl | 股票-其他 | 0.44% | — | +0.85% | |
| 50 | SLGN | Silgan Holdings Inc | 股票-周期性消费 | 0.43% | -0.06% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.8% | -4.15% | 减仓 |
| 2 | APH | Amphenol Corp-cl A | +1.2% | -8.95% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.8% | -6.96% | 减仓 |
| 4 | CASY | Casey's General Stores Inc | +0.6% | +4.05% | 加仓 |
| 5 | KLAC | Kla CORP | +0.6% | -1.76% | 减仓 |
| 6 | SEIC | Sei Investments Company | +0.4% | -3.02% | 减仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.85% | 减仓 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +28.08% | 加仓 |
| 9 | AXP | American Express Co | +0.2% | +2.50% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.1% | -2.12% | 减仓 |
| 11 | ALLE | Allegion plc | +0.1% | +5.94% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.07% | 减仓 |
| 13 | ROL | Rollins Inc | +0.1% | -2.26% | 减仓 |
| 14 | ✓ | Seagate Technology | +0.1% | -1.46% | 减仓 |
| 15 | CNI | Canadian Natl Railway Co | 0% | -2.63% | 减仓 |
| 16 | CSCO | Cisco Systems Inc | 0% | +1.05% | 加仓 |
| 17 | NEU | Newmarket CORP | 0% | NEW | 新建仓 |
| 18 | EXP | Eagle Materials Inc | 0% | +42.79% | 加仓 |
| 19 | ROST | Ross Stores Inc | 0% | -1.70% | 减仓 |
| 20 | FDS | Factset Research Systems Inc | 0% | -4.32% | 减仓 |
| 21 | NOC | Northrop Grumman CORP | 0% | +0.46% | 加仓 |
| 22 | PCAR | Paccar Inc | -0.1% | -6.51% | 减仓 |
| 23 | TNET | Trinet Group Inc | -0.1% | -8.18% | 减仓 |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -17.67% | 减仓 |
| 25 | MOH | Molina Healthcare Inc | -0.1% | -2.43% | 减仓 |
| 26 | PRI | Primerica Inc | -0.1% | -3.68% | 减仓 |
| 27 | CP | Canadian Pacific Kansas City | -0.1% | -52.03% | 减仓 |
| 28 | HSY | Hershey Co/the | -0.1% | -2.09% | 减仓 |
| 29 | MA | Mastercard Inc - A | -0.1% | -3.89% | 减仓 |
| 30 | TGT | Target CORP | -0.1% | -53.87% | 减仓 |
| 31 | UPS | United Parcel Service-cl B | -0.1% | -37.01% | 减仓 |
| 32 | RHI | Robert Half Inc | -0.1% | EXIT | 清仓 |
| 33 | TTC | Toro Co | -0.1% | -2.18% | 减仓 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | -44.62% | 减仓 |
| 35 | TROW | T Rowe Price Group Inc | -0.1% | -26.22% | 减仓 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -29.55% | 减仓 |
| 37 | EXPD | Expeditors Intl Wash Inc | -0.1% | -1.41% | 减仓 |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +1410.82% | 加仓 |
| 39 | LLY | Eli Lilly & Co | -0.2% | -5.46% | 减仓 |
| 40 | ACN | Accenture plc | -0.2% | -2.88% | 减仓 |
| 41 | PKG | Packaging CORP Of America | -0.2% | -2.49% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.2% | -3.32% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.2% | -3.98% | 减仓 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.3% | -6.57% | 减仓 |
| 45 | AMGN | Amgen Inc | -0.3% | -1.24% | 减仓 |
| 46 | PGR | Progressive CORP | -0.4% | -5.17% | 减仓 |
| 47 | AON | Aon plc | -0.4% | -1.04% | 减仓 |
| 48 | CPRT | Copart Inc | -0.6% | -5.10% | 减仓 |
| 49 | AAPL | Apple Inc | -0.9% | -10.59% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1.1% | -0.34% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jlb & Associates Inc 在 Q2 2025 季度的美股持仓总市值约为 US$7.5亿，共申报了 75 个公开持股仓位。
在 Q2 2025 季度，Jlb & Associates Inc 按市值排列的前三大核心持股分别为：ORCL (5.4%)、APH (4.5%)、MA (4.5%)。其中最大持股仓位 ORCL 占据整体投资组合约 5.4% 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
NEU
市值: US$28.9万
本季最大获利了结 / 清仓标的
RHI
前期市值: US$54.8万
在 Q2 2025 季度中，Jlb & Associates Inc 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 8 个仓位、减仓 40 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 NEU。 本季清仓仓位包含 RHI。
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。