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: 0001055544
申報總市值
US$11.7億
US$11.7億
123 檔
18.2%
Jacobs & Co/ca 在 Q2 2025 季度的美股部位總計估值為 US$11.7億，分散於 123 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Jacobs & Co/ca 於 Q2 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 18.2%，是驅動 Jacobs & Co/ca 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.18% | -0.21% | +3.74% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | -0.08% | -2.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.34% | -0.28% | -2.87% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.46% | -0.38% | -1.96% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.06% | -0.09% | -0.01% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.90% | -0.06% | -1.60% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.47% | -0.43% | -2.95% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.37% | +0.19% | +2.66% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.87% | +0.02% | -2.99% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | +0.05% | +1.69% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.65% | -0.15% | +2.36% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | +0.12% | -0.72% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.58% | -0.06% | -3.96% | |
| 14 | DE | Deere & Co | 股票-工業 | 1.56% | -0.03% | -3.85% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.56% | +0.21% | -0.29% | |
| 16 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.52% | -0.66% | +1.38% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.50% | +0.53% | +0.04% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.47% | -0.24% | -2.55% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.47% | -0.54% | +0.37% | |
| 20 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.46% | -0.01% | -1.79% | |
| 21 | HON | Honeywell International Inc | 股票-工業 | 1.44% | -0.20% | -0.49% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | +2.50% | +3.20% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.42% | -0.22% | -1.00% | |
| 24 | UNP | Union Pacific CORP | 股票-工業 | 1.37% | -0.06% | +0.18% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +1.51% | +1.82% | |
| 26 | CSX | Csx CORP | 股票-工業 | 1.32% | -0.03% | -0.47% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.24% | -0.27% | +0.79% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 1.23% | -0.02% | +2.71% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 1.22% | -0.19% | +0.14% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 1.21% | -0.23% | -0.60% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.18% | -0.34% | +1.99% | |
| 32 | ENB | Enbridge Inc | 股票-能源 | 1.17% | -0.23% | -2.78% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | +0.02% | +2.00% | |
| 34 | CMI | Cummins Inc | 股票-工業 | 1.13% | +0.19% | +0.89% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 1.13% | -0.32% | +0.06% | |
| 36 | AXP | American Express Co | 股票-金融 | 1.13% | -0.05% | +0.28% | |
| 37 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.12% | -0.42% | -0.31% | |
| 38 | FDX | Fedex CORP | 股票-工業 | 1.08% | -0.96% | +2.25% | |
| 39 | ROK | Rockwell Automation Inc | 股票-工業 | 1.00% | +0.13% | -2.95% | |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.99% | -0.21% | -10.30% | |
| 41 | SYY | Sysco CORP | 股票-非循環性消費 | 0.97% | — | -0.74% | |
| 42 | CARR | Carrier Global CORP | 股票-工業 | 0.97% | +0.13% | — | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.96% | -0.12% | -0.71% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.92% | -0.21% | +26.53% | |
| 45 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.92% | -0.06% | -5.78% | |
| 46 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.91% | -0.04% | -2.46% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.89% | -0.20% | — | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.88% | +0.85% | -4.52% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.87% | -0.12% | -2.82% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.86% | — | +8.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -2.42% | 減碼 |
| 2 | CARR | Carrier Global CORP | +1% | NEW | 新建倉 |
| 3 | CRM | Salesforce Inc | +0.9% | NEW | 新建倉 |
| 4 | MSFT | Microsoft CORP | +0.7% | -2.87% | 減碼 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -1.96% | 減碼 |
| 6 | AMD | Advanced Micro Devices | +0.4% | +3.20% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.2% | +1.82% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.01% | 減碼 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -1.00% | 減碼 |
| 10 | INTU | Intuit Inc | +0.2% | +0.06% | 加碼 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -4.52% | 減碼 |
| 12 | SNPS | Synopsys Inc | +0.2% | +2.71% | 加碼 |
| 13 | BA | Boeing Co/the | +0.2% | -0.60% | 減碼 |
| 14 | NOW | Servicenow Inc | +0.2% | -0.71% | 減碼 |
| 15 | ORCL | Oracle CORP | +0.2% | +56.56% | 加碼 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | -2.95% | 減碼 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -2.99% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +0.04% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.69% | 加碼 |
| 20 | AXP | American Express Co | +0.1% | +0.28% | 加碼 |
| 21 | CMG | Chipotle Mexican Grill Inc | +0.1% | +8.82% | 加碼 |
| 22 | BKNG | Booking Holdings Inc | +0.1% | -3.40% | 減碼 |
| 23 | HUBB | Hubbell Inc | +0.1% | -1.66% | 減碼 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +4.15% | 加碼 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -0.72% | 減碼 |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | -2.55% | 減碼 |
| 27 | NXPI | NXP Semiconductors N.V. | +0.1% | +3.27% | 加碼 |
| 28 | CSX | Csx CORP | 0% | -0.47% | 減碼 |
| 29 | NKE | Nike Inc -cl B | 0% | -0.31% | 減碼 |
| 30 | HON | Honeywell International Inc | 0% | -0.49% | 減碼 |
| 31 | EA | Electronic Arts Inc | — | -2.46% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -3.79% | 減碼 |
| 33 | TGT | Target CORP | -0.1% | -51.13% | 減碼 |
| 34 | DTEGY | Deutsche Telekom Ag-spon Adr | -0.1% | -9.26% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.81% | 減碼 |
| 36 | REGN | Regeneron Pharmaceuticals | -0.1% | +2.43% | 加碼 |
| 37 | PFE | Pfizer Inc | -0.2% | -15.85% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -4.04% | 減碼 |
| 39 | MCD | Mcdonald's CORP | -0.2% | +0.79% | 加碼 |
| 40 | ABBV | Abbvie Inc | -0.2% | +2.00% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -2.82% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.2% | +1.99% | 加碼 |
| 43 | AMGN | Amgen Inc | -0.2% | +0.14% | 加碼 |
| 44 | SBUX | Starbucks CORP | -0.3% | -1.79% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.3% | +2.66% | 加碼 |
| 46 | STZ | Constellation Brands Inc-a | -0.3% | -26.85% | 減碼 |
| 47 | BDX | Becton Dickinson And Co | -0.3% | -13.20% | 減碼 |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -10.30% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | +3.74% | 加碼 |
| 50 | UPS | United Parcel Service-cl B | -0.9% | -93.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jacobs & Co/ca 在 Q2 2025 季度的美股持倉總市值約為 US$11.7億，共申報了 123 個公開持股部位。
在 Q2 2025 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分別為：AAPL (5.2%)、NVDA (5.0%)、MSFT (4.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
CARR
市值: US$974.8萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$3553.8萬
在 Q2 2025 季度中，Jacobs & Co/ca 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CARR。
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。