13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001544599
申報總市值
US$385.9億
US$385.9億
632 檔
19.4%
根據最新整理的 13F 季度數據集，Bank Julius Baer & Co. Ltd, Zurich 於 Q4 2024 結束時的管理資產規模為 US$385.9億。該機構在本季度申報了 632 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Bank Julius Baer & Co. Ltd, Zurich 採取了強勁的買進策略，建倉與加碼動作（合計 40 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Bank Julius Baer & Co. Ltd, Zurich 的前 5 大持股（包含 MSFT, GOOGL, NVDA）貢獻了組合市值的 19.4%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 632 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.58% | -0.18% | +8.11% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.79% | -0.33% | -0.16% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.69% | +0.04% | -19.41% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.03% | +0.36% | +3.55% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.02% | +0.01% | +8.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.06% | +0.26% | +10.85% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.97% | -0.14% | +7.23% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.80% | -0.52% | +8.10% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.54% | — | +16.01% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | +1.73% | +11.72% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.98% | -0.72% | +7.90% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.91% | +0.41% | +16.07% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.79% | -0.82% | +1195.11% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.13% | +6.77% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.64% | -0.58% | +32.41% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.44% | -0.25% | +5.13% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.31% | -0.07% | +15.86% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.20% | -0.11% | +9.32% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.20% | -0.27% | EXIT | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.17% | +7.97% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | — | +8.87% | |
| 22 | LIN | Linde plc | 股票-原物料 | 1.16% | -0.40% | +467.88% | |
| 23 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.12% | +0.07% | +2.88% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.03% | -0.02% | +6.58% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.03% | -0.33% | +4.95% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.27% | +9.18% | |
| 27 | NDAQ | Nasdaq Inc | 股票-金融 | 0.96% | -0.07% | +9.74% | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 0.84% | +0.28% | +12.24% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.24% | -16.74% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.29% | +9.00% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.77% | -0.05% | +0.69% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.76% | -0.08% | +9.70% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.74% | -0.09% | +9.92% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.73% | -0.17% | +6.16% | |
| 35 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.71% | — | +11.64% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | -0.11% | +12.20% | |
| 37 | AME | Ametek Inc | 股票-工業 | 0.61% | -0.23% | +9.55% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.60% | +0.21% | +390.74% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.34% | +13.38% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +1.58% | +7.20% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.02% | +464.26% | |
| 42 | SYK | Stryker CORP | 股票-醫療保健 | 0.57% | -0.17% | +11.85% | |
| 43 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.57% | — | +11.79% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.56% | -0.65% | +9.23% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.55% | -0.28% | +3.79% | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.52% | -0.01% | +8.59% | |
| 47 | TT | Trane Technologies plc | 股票-工業 | 0.52% | — | +455.21% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.50% | -0.03% | +9.46% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.49% | -0.02% | +9.93% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.49% | -0.54% | +10.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1.6% | +1195.11% | 加碼 |
| 2 | LIN | Linde plc | +0.9% | +467.88% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.5% | +32.41% | 加碼 |
| 4 | ETN | Eaton Corporation plc | +0.5% | +390.74% | 加碼 |
| 5 | ACN | Accenture plc | +0.5% | +464.26% | 加碼 |
| 6 | ADSK | Autodesk Inc | +0.5% | NEW | 新建倉 |
| 7 | AVGO | Broadcom Inc | +0.5% | +11.72% | 加碼 |
| 8 | TT | Trane Technologies plc | +0.4% | +455.21% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.4% | NEW | 新建倉 |
| 10 | GE | General Electric | +0.4% | +15750.44% | 加碼 |
| 11 | HLT | Hilton Worldwide Holdings In | +0.4% | +2746.08% | 加碼 |
| 12 | ADP | Automatic Data Processing | +0.4% | +1029.72% | 加碼 |
| 13 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 14 | UBS | UBS Group AG | +0.4% | +609.55% | 加碼 |
| 15 | UBER | Uber Technologies Inc | +0.3% | +770.26% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1726.57% | 加碼 |
| 17 | ARM | Arm Holdings Plc-adr | +0.3% | +4506.53% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.3% | +7.23% | 加碼 |
| 19 | RACE | Ferrari N.V. | +0.3% | +380.73% | 加碼 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.3% | +9991.03% | 加碼 |
| 21 | ALC | Alcon Inc. | +0.2% | +428.69% | 加碼 |
| 22 | MAR | Marriott International -cl A | +0.2% | +35705.33% | 加碼 |
| 23 | INFY | Infosys Ltd-sp Adr | +0.2% | +1668.35% | 加碼 |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +32458.13% | 加碼 |
| 25 | TEL | TE Connectivity plc | +0.2% | +238.03% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.2% | +8.10% | 加碼 |
| 27 | LOGI | Logitech International S.A. | +0.2% | +700.15% | 加碼 |
| 28 | MDT | Medtronic plc | +0.1% | +174.28% | 加碼 |
| 29 | HLN | Haleon Plc-adr | +0.1% | NEW | 新建倉 |
| 30 | NXPI | NXP Semiconductors N.V. | +0.1% | +184.40% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +6.77% | 加碼 |
| 32 | AAPL | Apple Inc | +0.1% | +8.29% | 加碼 |
| 33 | HON | Honeywell International Inc | 0% | +9.39% | 加碼 |
| 34 | MA | Mastercard Inc - A | — | +7.90% | 加碼 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -0.16% | 減碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +10.85% | 加碼 |
| 37 | AMAT | Applied Materials Inc | -0.2% | +7.20% | 加碼 |
| 38 | CNC | Centene CORP | -0.2% | -98.19% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.3% | +9.32% | 加碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.3% | +0.69% | 加碼 |
| 41 | MCHP | Microchip Technology Inc | -0.3% | -98.47% | 減碼 |
| 42 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | +16.01% | 加碼 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -58.19% | 減碼 |
| 45 | JNJ | Johnson & Johnson | -0.4% | -16.74% | 減碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清倉 |
| 47 | EL | Estee Lauder Companies-cl A | -0.6% | -97.03% | 減碼 |
| 48 | KLAC | Kla CORP | -0.9% | -86.01% | 減碼 |
| 49 | DHR | Danaher CORP | -1.5% | +4.95% | 加碼 |
| 50 | NVDA | Nvidia CORP | -1.6% | -19.41% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bank Julius Baer & Co. Ltd, Zurich 在 Q4 2024 季度的美股持倉總市值約為 US$385.9億，共申報了 632 個公開持股部位。
在 Q4 2024 季度，Bank Julius Baer & Co. Ltd, Zurich 按市值排列的前三大核心持股分別為：MSFT (5.6%)、GOOGL (4.8%)、NVDA (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
ADSK
市值: US$1.5億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1.5億
在 Q4 2024 季度中，Bank Julius Baer & Co. Ltd, Zurich 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 36 個部位、減碼 8 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ADSK。 本季清倉部位包含 LRCXEUR。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。