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
74 檔
25.1%
Jlb & Associates Inc 在 Q3 2025 季度的美股仓位总计估值为 US$7.5亿，分散于 74 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 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 36 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 ORCL, APH, AAPL 等）合计占整体申报市值的 25.1%，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 | 6.10% | -0.25% | -6.32% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 5.08% | +1.55% | -5.39% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.92% | -0.31% | -0.38% | |
| 4 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.35% | -0.54% | +0.29% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.26% | -0.20% | -0.50% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | -0.23% | -1.87% | |
| 7 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 3.68% | — | +5.68% | |
| 8 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 3.25% | -0.27% | -0.93% | |
| 9 | AON | Aon plc | 股票-金融 | 3.10% | — | -1.21% | |
| 10 | SEIC | Sei Investments Company | 股票-金融 | 2.97% | +0.15% | -0.64% | |
| 11 | KLAC | Kla CORP | 股票-科技 | 2.95% | +3.38% | -2.13% | |
| 12 | ROL | Rollins Inc | 股票-周期性消费 | 2.69% | -0.74% | -0.15% | |
| 13 | ROST | Ross Stores Inc | 股票-周期性消费 | 2.66% | -0.44% | -0.20% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 2.65% | +0.02% | -0.66% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 2.49% | -0.18% | +1.11% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工业 | 2.39% | -0.84% | +0.01% | |
| 17 | CPRT | Copart Inc | 股票-工业 | 2.37% | -0.51% | +1.14% | |
| 18 | GGG | Graco Inc | 股票-工业 | 2.33% | -0.45% | -0.16% | |
| 19 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.28% | -0.15% | +0.77% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.88% | -0.86% | +7.46% | |
| 21 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.82% | +0.09% | -0.41% | |
| 22 | TTC | Toro Co | 股票-工业 | 1.74% | -0.66% | -0.56% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.71% | — | +0.51% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.65% | -0.49% | EXIT | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.60% | +0.23% | +0.65% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.52% | -0.28% | +1.14% | |
| 27 | AME | Ametek Inc | 股票-工业 | 1.51% | +0.05% | — | |
| 28 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.37% | -1.18% | EXIT | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | +1.02% | -0.60% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.31% | -0.30% | +2.47% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 1.30% | -0.35% | -0.11% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.28% | +0.05% | -1.04% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.13% | +0.76% | +4.58% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | -1.56% | EXIT | |
| 35 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.96% | +0.01% | -1.77% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.85% | +0.06% | +2.14% | |
| 37 | ALLE | Allegion plc | 股票-工业 | 0.80% | -0.15% | +4.30% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.07% | +5.34% | |
| 39 | PRI | Primerica Inc | 股票-金融 | 0.68% | +0.04% | +0.93% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.24% | +42.11% | |
| 41 | PCAR | Paccar Inc | 股票-工业 | 0.63% | -0.46% | -1.03% | |
| 42 | ✓ | Service CORP Intl | 股票-其他 | 0.59% | — | +39.78% | |
| 43 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.59% | -0.20% | EXIT | |
| 44 | CP | Canadian Pacific Kansas City Limited | 股票-工业 | 0.54% | — | -24.71% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.53% | -0.47% | -1.37% | |
| 46 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.51% | -0.14% | -1.84% | |
| 47 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.49% | -0.10% | EXIT | |
| 48 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.46% | -0.24% | -1.05% | |
| 49 | FDS | Factset Research Systems Inc | 股票-金融 | 0.40% | — | -0.63% | |
| 50 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.39% | -0.17% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.5% | -6.32% | 减仓 |
| 2 | APH | Amphenol Corp-cl A | +1.8% | -5.39% | 减仓 |
| 3 | CASY | Casey's General Stores Inc | +1% | +5.68% | 加仓 |
| 4 | KLAC | Kla CORP | +0.9% | -2.13% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.7% | -1.87% | 减仓 |
| 6 | TJX | Tjx Companies Inc | +0.4% | +0.29% | 减仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.60% | 减仓 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +42.11% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.04% | 加仓 |
| 10 | NOC | Northrop Grumman CORP | +0.3% | +0.01% | 加仓 |
| 11 | ROST | Ross Stores Inc | +0.3% | -0.20% | 减仓 |
| 12 | ALLE | Allegion plc | +0.2% | +4.30% | 加仓 |
| 13 | ORLY | O'reilly Automotive Inc | +0.2% | -0.93% | 加仓 |
| 14 | ✓ | Service CORP Intl | +0.2% | +39.78% | 加仓 |
| 15 | AXP | American Express Co | +0.2% | +2.14% | 加仓 |
| 16 | AVGO | Broadcom Inc | +0.2% | -4.66% | 减仓 |
| 17 | ✓ | Seagate Technology | +0.1% | -7.22% | 减仓 |
| 18 | SHW | Sherwin-williams Co/the | +0.1% | +7.46% | 加仓 |
| 19 | PKG | Packaging CORP Of America | +0.1% | +0.77% | 减仓 |
| 20 | ROL | Rollins Inc | — | -0.15% | 减仓 |
| 21 | ABBV | Abbvie Inc | — | -1.04% | 减仓 |
| 22 | SEIC | Sei Investments Company | 0% | -0.64% | 减仓 |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -4.17% | 减仓 |
| 24 | CP | Canadian Pacific Kansas City | -0.1% | -40.75% | 减仓 |
| 25 | TROW | T Rowe Price Group Inc | -0.1% | -2.47% | 减仓 |
| 26 | DEO | Diageo Plc-sponsored Adr | -0.1% | -15.64% | 减仓 |
| 27 | CP | Canadian Pacific Kansas City Limited | -0.1% | -24.71% | 减仓 |
| 28 | CTSH | Cognizant Tech Solutions-a | -0.1% | -1.05% | 减仓 |
| 29 | CNI | Canadian Natl Railway Co | -0.1% | -1.77% | 减仓 |
| 30 | TNET | Trinet Group Inc | -0.2% | -15.65% | 减仓 |
| 31 | UPS | United Parcel Service-cl B | -0.2% | -52.35% | 减仓 |
| 32 | SLGN | Silgan Holdings Inc | -0.2% | -20.03% | 减仓 |
| 33 | HSIC | Henry Schein Inc | -0.2% | -11.14% | 减仓 |
| 34 | LLY | Eli Lilly & Co | -0.2% | +4.58% | 减仓 |
| 35 | AAPL | Apple Inc | -0.2% | -0.38% | 减仓 |
| 36 | PEP | Pepsico Inc | -0.2% | +2.47% | 减仓 |
| 37 | NKE | Nike Inc -cl B | -0.2% | -23.32% | 减仓 |
| 38 | FDS | Factset Research Systems Inc | -0.3% | -0.63% | 减仓 |
| 39 | AMGN | Amgen Inc | -0.4% | +1.11% | 减仓 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | +0.65% | 加仓 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.6% | +1.14% | 减仓 |
| 42 | ACN | Accenture plc | -0.6% | +0.51% | 减仓 |
| 43 | AON | Aon plc | -0.7% | -1.21% | 减仓 |
| 44 | PGR | Progressive CORP | -0.8% | -0.66% | 减仓 |
| 45 | CPRT | Copart Inc | -0.9% | +1.14% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -1.1% | -2.09% | 减仓 |
| 47 | MOH | Molina Healthcare Inc | — | EXIT | 清仓 |
| 48 | TGT | Target CORP | — | EXIT | 清仓 |
| 49 | RHI | Robert Half Inc | — | EXIT | 清仓 |
| 50 | WSM | Williams-sonoma Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Jlb & Associates Inc 在 Q3 2025 季度的美股持仓总市值约为 US$7.5亿，共申报了 74 个公开持股仓位。
在 Q3 2025 季度，Jlb & Associates Inc 按市值排列的前三大核心持股分别为：ORCL (6.1%)、APH (5.1%)、AAPL (4.9%)。其中最大持股仓位 ORCL 占据整体投资组合约 6.1% 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
WSM
市值: US$48.2万
本季最大获利了结 / 清仓标的
MOH
前期市值: US$350.0万
在 Q3 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 10 个仓位、减仓 36 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 WSM。 本季清仓仓位包含 MOH。
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。