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。
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CIK: 0002104438
申报总市值
US$2.2亿
US$2.2亿
77 檔
29.6%
在 Q1 2026 的 13F 官方备案中，Jones Kertz & Associates, Inc. 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 77 档。
在 Q1 2026，Jones Kertz & Associates, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 43 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，Jones Kertz & Associates, Inc. 的前 5 大核心持股（包含 , AVGO, AAPL 等）合计占整体申报市值的 29.6%，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 | ✓ | 股票-其他 | 7.50% | — | -3.49% | ||
| 2 | AVGO | Broadcom Inc | 股票-科技 | 7.50% | +0.12% | — | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.46% | -0.84% | -0.88% | |
| 4 | KLAC | Kla CORP | 股票-科技 | 6.18% | +3.79% | -3.64% | |
| 5 | JBL | Jabil Inc | 股票-科技 | 5.47% | +1.01% | -1.35% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 4.25% | +0.70% | -3.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.10% | +0.05% | -2.51% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 3.30% | -0.60% | -0.40% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | -0.54% | -0.87% | |
| 10 | APH | Amphenol Corp-cl A | 股票-科技 | 3.20% | +0.43% | -1.63% | |
| 11 | ✓ | 股票-其他 | 3.20% | — | -1.67% | ||
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.20% | -0.13% | — | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 2.62% | -0.49% | -0.41% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.28% | +0.04% | -2.82% | |
| 15 | ✓ | 股票-其他 | 2.09% | — | -1.67% | ||
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.09% | -0.07% | — | |
| 17 | CSX | Csx CORP | 股票-工业 | 2.07% | -0.12% | -0.57% | |
| 18 | ✓ | 股票-其他 | 2.05% | — | -0.79% | ||
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.25% | — | |
| 20 | XYL | Xylem Inc | 股票-工业 | 2.02% | -0.42% | -0.81% | |
| 21 | WAT | Waters CORP | 股票-医疗保健 | 2.02% | +0.08% | -0.35% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | -0.13% | -0.10% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.79% | -0.15% | -0.83% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.55% | -0.34% | -0.12% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.48% | +1.06% | -0.12% | |
| 26 | ✓ | 股票-其他 | 1.35% | — | -2.89% | ||
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +0.09% | — | |
| 28 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.28% | -0.11% | -0.20% | |
| 29 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 1.27% | -0.27% | -1.03% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 1.26% | -0.39% | -1.34% | |
| 31 | ✓ | 股票-其他 | 1.26% | — | -0.77% | ||
| 32 | BG | Bunge Global SA | 股票-非周期性消费 | 1.26% | -0.43% | — | |
| 33 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.11% | +0.01% | -0.75% | |
| 34 | ✓ | 股票-其他 | 1.03% | — | +0.78% | ||
| 35 | CRM | Salesforce Inc | 股票-科技 | 1.03% | -0.36% | — | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.09% | -0.86% | |
| 37 | ✓ | 股票-其他 | 1.01% | — | -0.29% | ||
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.01% | -0.05% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.22% | — | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.95% | -0.10% | — | |
| 41 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.92% | -0.16% | — | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.92% | -0.01% | -0.27% | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.90% | -0.09% | -1.89% | |
| 44 | BRO | Brown & Brown Inc | 股票-金融 | 0.90% | -0.19% | — | |
| 45 | ✓ | 股票-其他 | 0.85% | — | -0.83% | ||
| 46 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 0.85% | -0.07% | — | |
| 47 | ALB | Albemarle CORP | 股票-原材料 | 0.83% | -0.31% | — | |
| 48 | NATL | Ncr Atleos CORP | 股票-科技 | 0.82% | -0.82% | EXIT | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.79% | -0.07% | — | |
| 50 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.78% | -0.31% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1.1% | -3.64% | 减仓 |
| 2 | JBL | Jabil Inc | +0.9% | -1.35% | 减仓 |
| 3 | CAT | Caterpillar Inc | +0.8% | -3.41% | 减仓 |
| 4 | ✓ | +0.4% | -0.77% | 减仓 | |
| 5 | CSX | Csx CORP | +0.3% | -0.57% | 减仓 |
| 6 | AMGN | Amgen Inc | +0.3% | -0.41% | 减仓 |
| 7 | ADM | Archer-daniels-midland Co | +0.2% | — | 不变 |
| 8 | GLW | Corning Inc | +0.2% | -6.40% | 减仓 |
| 9 | ALB | Albemarle CORP | +0.2% | — | 不变 |
| 10 | JNJ | Johnson & Johnson | +0.2% | — | 不变 |
| 11 | ADI | Analog Devices Inc | +0.2% | -0.27% | 减仓 |
| 12 | WMT | Walmart Inc | +0.2% | -1.34% | 减仓 |
| 13 | TGT | Target CORP | +0.1% | — | 不变 |
| 14 | INTC | Intel CORP | +0.1% | — | 不变 |
| 15 | CVX | Chevron CORP | +0.1% | -0.77% | 减仓 |
| 16 | HSY | Hershey Co/the | +0.1% | -0.38% | 减仓 |
| 17 | MAR | Marriott International -cl A | +0.1% | -0.20% | 减仓 |
| 18 | NATL | Ncr Atleos CORP | +0.1% | -6.29% | 减仓 |
| 19 | KO | Coca-cola Co/the | +0.1% | -0.45% | 减仓 |
| 20 | SBUX | Starbucks CORP | +0.1% | — | 不变 |
| 21 | ✓ | +0.1% | -0.29% | 减仓 | |
| 22 | ✓ | +0.1% | -0.83% | 减仓 | |
| 23 | TEX | Terex CORP | 0% | -0.81% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | -0.86% | 减仓 |
| 25 | EBAY | Ebay Inc | 0% | -0.43% | 减仓 |
| 26 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | 不变 |
| 27 | CGMU | Cap Group Municipal Income | 0% | +10.58% | 加仓 |
| 28 | TCAF | T Rowe Prc Cap Appreciation | 0% | +12.23% | 加仓 |
| 29 | ICSH | Ishares Ultra Short Duration | 0% | — | 不变 |
| 30 | ✓ | — | -5.79% | 减仓 | |
| 31 | BIV | Vanguard Intermediate-term B | — | — | 不变 |
| 32 | ILMN | Illumina Inc | 0% | -1.25% | 减仓 |
| 33 | VMC | Vulcan Materials Co | 0% | -1.89% | 减仓 |
| 34 | MDT | Medtronic plc | 0% | -0.48% | 减仓 |
| 35 | MMM | 3m Co | 0% | — | 不变 |
| 36 | PYPL | Paypal Holdings Inc | 0% | — | 不变 |
| 37 | BA | Boeing Co/the | -0.1% | — | 不变 |
| 38 | NVDA | Nvidia CORP | -0.1% | -0.10% | 减仓 |
| 39 | ✓ | -0.1% | -1.67% | 减仓 | |
| 40 | ✓ | -0.1% | -1.67% | 减仓 | |
| 41 | ✓ | -0.1% | -2.89% | 减仓 | |
| 42 | ✓ | -0.1% | — | 不变 | |
| 43 | DIS | Walt Disney Co/the | -0.1% | — | 不变 |
| 44 | ABT | Abbott Laboratories | -0.1% | — | 不变 |
| 45 | NKE | Nike Inc -cl B | -0.1% | — | 不变 |
| 46 | VYX | Ncr Voyix CORP | -0.1% | -23.25% | 减仓 |
| 47 | ✓ | -0.1% | -0.79% | 减仓 | |
| 48 | AMZN | Amazon.com Inc | -0.1% | -0.83% | 减仓 |
| 49 | ZBRA | Zebra Technologies Corp-cl A | -0.2% | -0.75% | 减仓 |
| 50 | COO | Cooper Cos Inc/the | -0.2% | -1.03% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Jones Kertz & Associates, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 77 个公开持股仓位。
在 Q1 2026 季度，Jones Kertz & Associates, Inc. 按市值排列的前三大核心持股分别为： (7.5%)、AVGO (7.5%)、AAPL (7.5%)。其中最大持股仓位 占据整体投资组合约 7.5% 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
BRO
市值: US$168.6万
本季最大获利了结 / 清仓标的
SDA
前期市值: US$42.3万
在 Q1 2026 季度中，Jones Kertz & Associates, Inc. 共进行了 51 项持仓异动，包含新建仓 4 个仓位、加仓 3 个仓位、减仓 43 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BRO。 本季清仓仓位包含 SDA。
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。