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
71 檔
23.7%
截至 Q4 2025 季度末，Jlb & Associates Inc 的美股持仓估值约为 US$7.5亿，全数申报仓位共有 71 档。
在 Q4 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 33 个仓位并完全清仓 7 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 APH, AAPL, TJX 等）合计占整体申报市值的 23.7%，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 | APH | Amphenol Corp-cl A | 股票-科技 | 5.36% | +1.55% | -5.76% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.30% | -0.31% | -1.53% | |
| 3 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.70% | -0.54% | -0.92% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 4.33% | -0.20% | -1.25% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 4.21% | -0.25% | -2.90% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | -0.23% | -2.17% | |
| 7 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 3.81% | — | +3.37% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 3.27% | +3.38% | -4.23% | |
| 9 | ROST | Ross Stores Inc | 股票-周期性消费 | 3.15% | -0.44% | -2.29% | |
| 10 | AON | Aon plc | 股票-金融 | 3.09% | -0.28% | — | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 2.91% | -0.18% | -1.70% | |
| 12 | SEIC | Sei Investments Company | 股票-金融 | 2.88% | +0.15% | -2.38% | |
| 13 | ROL | Rollins Inc | 股票-周期性消费 | 2.78% | -0.74% | -1.47% | |
| 14 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.77% | -0.27% | -1.83% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 2.47% | +0.02% | -1.37% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工业 | 2.29% | -0.84% | -0.06% | |
| 17 | GGG | Graco Inc | 股票-工业 | 2.24% | -0.45% | -3.05% | |
| 18 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.23% | +0.09% | -1.83% | |
| 19 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.17% | -0.15% | -1.91% | |
| 20 | CPRT | Copart Inc | 股票-工业 | 2.08% | -0.51% | -1.64% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.89% | -0.85% | — | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.78% | -0.86% | -1.05% | |
| 23 | TTC | Toro Co | 股票-工业 | 1.74% | -0.66% | -5.55% | |
| 24 | AME | Ametek Inc | 股票-工业 | 1.65% | +0.05% | -2.22% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.56% | +0.76% | -4.57% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.47% | -0.49% | EXIT | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.45% | +0.23% | -3.78% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.44% | +1.02% | -3.83% | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.40% | -0.28% | -2.56% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.35% | -0.30% | -1.60% | |
| 31 | SYK | Stryker CORP | 股票-医疗保健 | 1.27% | -0.35% | -0.17% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.25% | +0.05% | -3.01% | |
| 33 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.23% | -1.18% | EXIT | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | -1.56% | EXIT | |
| 35 | AXP | American Express Co | 股票-金融 | 1.06% | +0.06% | +9.24% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.24% | +59.21% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.07% | +3.54% | |
| 38 | ALLE | Allegion plc | 股票-工业 | 0.77% | -0.15% | +4.91% | |
| 39 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.72% | +0.01% | -29.82% | |
| 40 | MLI | Mueller Industries Inc | 股票-工业 | 0.72% | +0.17% | — | |
| 41 | PCAR | Paccar Inc | 股票-工业 | 0.69% | -0.46% | -2.92% | |
| 42 | PRI | Primerica Inc | 股票-金融 | 0.65% | +0.04% | +0.27% | |
| 43 | SCI | Service CORP International | 股票-周期性消费 | 0.57% | -0.21% | — | |
| 44 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.57% | -0.24% | -3.83% | |
| 45 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.53% | -0.14% | -0.08% | |
| 46 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.52% | -0.47% | +1.10% | |
| 47 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.51% | -0.10% | EXIT | |
| 48 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.43% | +0.19% | +616.79% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.17% | +4.67% | |
| 50 | FDS | Factset Research Systems Inc | 股票-金融 | 0.38% | — | -9.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ROST | Ross Stores Inc | +0.5% | -2.29% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.4% | -4.57% | 减仓 |
| 3 | AMGN | Amgen Inc | +0.4% | -1.70% | 减仓 |
| 4 | EXPD | Expeditors Intl Wash Inc | +0.4% | -1.83% | 减仓 |
| 5 | AAPL | Apple Inc | +0.4% | -1.53% | 减仓 |
| 6 | WSM | Williams-sonoma Inc | +0.4% | +616.79% | 加仓 |
| 7 | TJX | Tjx Companies Inc | +0.4% | -0.92% | 减仓 |
| 8 | KLAC | Kla CORP | +0.3% | -4.23% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +59.21% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.3% | -5.76% | 减仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.25% | 减仓 |
| 12 | AXP | American Express Co | +0.2% | +9.24% | 加仓 |
| 13 | AME | Ametek Inc | +0.1% | -2.22% | 减仓 |
| 14 | CTSH | Cognizant Tech Solutions-a | +0.1% | -3.83% | 减仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.83% | 减仓 |
| 16 | NVDA | Nvidia CORP | +0.1% | +191.65% | 加仓 |
| 17 | SYK | Stryker CORP | 0% | -0.17% | 减仓 |
| 18 | KMB | Kimberly-clark CORP | -0.1% | -11.31% | 减仓 |
| 19 | SEIC | Sei Investments Company | -0.1% | -2.38% | 减仓 |
| 20 | GGG | Graco Inc | -0.1% | -3.05% | 减仓 |
| 21 | NKE | Nike Inc -cl B | -0.1% | -24.28% | 减仓 |
| 22 | NOC | Northrop Grumman CORP | -0.1% | -0.06% | 减仓 |
| 23 | SHW | Sherwin-williams Co/the | -0.1% | -1.05% | 减仓 |
| 24 | SLGN | Silgan Holdings Inc | -0.1% | -36.88% | 减仓 |
| 25 | PKG | Packaging CORP Of America | -0.1% | -1.91% | 减仓 |
| 26 | MRSH | Marsh & Mclennan Cos | -0.1% | -2.56% | 减仓 |
| 27 | HSY | Hershey Co/the | -0.1% | -10.45% | 减仓 |
| 28 | TROW | T Rowe Price Group Inc | -0.1% | -37.03% | 减仓 |
| 29 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -3.78% | 减仓 |
| 30 | PGR | Progressive CORP | -0.2% | -1.37% | 减仓 |
| 31 | UNH | Unitedhealth Group Inc | -0.2% | -9.47% | 减仓 |
| 32 | CNI | Canadian Natl Railway Co | -0.2% | -29.82% | 减仓 |
| 33 | HSIC | Henry Schein Inc | -0.3% | -50.82% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.3% | -2.17% | 减仓 |
| 35 | CPRT | Copart Inc | -0.3% | -1.64% | 减仓 |
| 36 | ORLY | O'reilly Automotive Inc | -0.5% | -1.83% | 减仓 |
| 37 | ORCL | Oracle CORP | -1.9% | -2.90% | 减仓 |
| 38 | AON | Aon plc | — | EXIT | 清仓 |
| 39 | AON | Aon plc | — | NEW | 新建仓 |
| 40 | ACN | Accenture plc | — | NEW | 新建仓 |
| 41 | ACN | Accenture plc | — | EXIT | 清仓 |
| 42 | MLI | Mueller Industries Inc | — | NEW | 新建仓 |
| 43 | ✓ | Service CORP Intl | — | EXIT | 清仓 |
| 44 | SCI | Service CORP International | — | NEW | 新建仓 |
| 45 | CP | Canadian Pacific Kansas City Limited | — | EXIT | 清仓 |
| 46 | TNET | Trinet Group Inc | — | EXIT | 清仓 |
| 47 | ✓ | Seagate Technology | — | EXIT | 清仓 |
| 48 | STX | Seagate Technology Holdings plc | — | NEW | 新建仓 |
| 49 | GPC | Genuine Parts Co | — | NEW | 新建仓 |
| 50 | UFPI | Ufp Industries Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jlb & Associates Inc 在 Q4 2025 季度的美股持仓总市值约为 US$7.5亿，共申报了 71 个公开持股仓位。
在 Q4 2025 季度，Jlb & Associates Inc 按市值排列的前三大核心持股分别为：APH (5.4%)、AAPL (5.3%)、TJX (4.7%)。其中最大持股仓位 APH 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
AON
市值: US$2290.6万
本季最大获利了结 / 清仓标的
AON
前期市值: US$2359.2万
在 Q4 2025 季度中，Jlb & Associates Inc 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 4 个仓位、减仓 33 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 AON。 本季清仓仓位包含 AON。
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。