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
124 檔
19.5%
在 Q4 2025 申報期間，Jacobs & Co/ca（CIK: 0001055544）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$11.7億，共持有 124 個公開申報部位。
從 Q4 2025 申報觀察，Jacobs & Co/ca 採取防禦導向的調倉策略，本季減碼 37 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Jacobs & Co/ca 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 19.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 6.18% | -0.21% | -3.78% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.26% | -0.08% | -3.57% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.28% | -1.34% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.11% | +0.19% | -2.29% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.03% | -0.09% | -0.37% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.85% | -0.38% | -1.33% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.73% | -0.06% | -0.00% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.59% | +0.12% | -2.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.57% | +0.05% | -6.09% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 1.96% | +2.50% | -3.01% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.93% | -0.43% | -4.90% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.91% | +0.53% | -6.45% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.77% | +0.02% | -0.18% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 1.66% | +1.51% | -5.87% | |
| 15 | CMI | Cummins Inc | 股票-工業 | 1.56% | +0.19% | -5.09% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.53% | +0.21% | -2.58% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.50% | -0.15% | +3.01% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.49% | -0.24% | -0.99% | |
| 19 | DE | Deere & Co | 股票-工業 | 1.38% | -0.03% | +1.84% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.36% | -0.06% | +1.29% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.35% | -0.19% | -3.28% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.26% | +0.02% | -2.49% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.24% | -0.06% | +0.63% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.24% | -0.34% | -3.25% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.24% | -0.01% | -4.04% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 1.22% | -0.41% | +68782.59% | |
| 27 | SNPS | Synopsys Inc | 股票-科技 | 1.21% | -0.02% | +11.58% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.21% | -0.22% | -1.28% | |
| 29 | FDX | Fedex CORP | 股票-工業 | 1.21% | -0.96% | -8.62% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.20% | -0.27% | -1.60% | |
| 31 | AXP | American Express Co | 股票-金融 | 1.19% | -0.05% | -2.35% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.19% | -0.54% | +0.66% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 1.19% | -0.20% | +1.68% | |
| 34 | ENB | Enbridge Inc | 股票-能源 | 1.16% | -0.23% | -1.85% | |
| 35 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.16% | -0.66% | -1.60% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 1.12% | -0.23% | -6.31% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.08% | -0.12% | -0.21% | |
| 38 | ROK | Rockwell Automation Inc | 股票-工業 | 1.02% | +0.13% | -5.77% | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.99% | -0.42% | +1.41% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.12% | -4.49% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.95% | -0.20% | +2.83% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.94% | -0.14% | -2.78% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.90% | -0.32% | +0.52% | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.88% | +0.02% | — | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.87% | -0.12% | +477.28% | |
| 46 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.85% | — | +31.77% | |
| 47 | HUBB | Hubbell Inc | 股票-工業 | 0.85% | -0.08% | -4.38% | |
| 48 | SYY | Sysco CORP | 股票-非循環性消費 | 0.84% | — | -4.70% | |
| 49 | CARR | Carrier Global CORP | 股票-工業 | 0.82% | +0.13% | +12.87% | |
| 50 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.81% | -0.06% | -10.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.2% | +68782.59% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.8% | -2.29% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -2.78% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -6.09% | 減碼 |
| 5 | AMD | Advanced Micro Devices | +0.4% | -3.01% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | -5.87% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -0.21% | 減碼 |
| 8 | REGN | Regeneron Pharmaceuticals | +0.2% | +1.61% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.2% | -6.45% | 減碼 |
| 10 | CMI | Cummins Inc | +0.2% | -5.09% | 減碼 |
| 11 | CMG | Chipotle Mexican Grill Inc | +0.2% | +31.77% | 加碼 |
| 12 | AMGN | Amgen Inc | +0.1% | -3.28% | 減碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.78% | 減碼 |
| 14 | FDX | Fedex CORP | +0.1% | -8.62% | 減碼 |
| 15 | CRM | Salesforce Inc | +0.1% | +2.83% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.37% | 減碼 |
| 17 | AAPL | Apple Inc | +0.1% | -3.78% | 減碼 |
| 18 | AXP | American Express Co | +0.1% | -2.35% | 減碼 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -0.18% | 減碼 |
| 20 | SNPS | Synopsys Inc | +0.1% | +11.58% | 加碼 |
| 21 | V | Visa Inc-class A Shares | 0% | -0.00% | 減碼 |
| 22 | JNJ | Johnson & Johnson | 0% | -4.49% | 減碼 |
| 23 | UL | Unilever PLC | -0.1% | -21.72% | 減碼 |
| 24 | SBUX | Starbucks CORP | -0.1% | -4.04% | 減碼 |
| 25 | PFE | Pfizer Inc | -0.1% | -15.29% | 減碼 |
| 26 | KVUE | Kenvue Inc | -0.1% | -27.59% | 減碼 |
| 27 | NKE | Nike Inc -cl B | -0.1% | +1.41% | 加碼 |
| 28 | HON | Honeywell International Inc | -0.1% | +1.68% | 加碼 |
| 29 | BA | Boeing Co/the | -0.1% | -6.31% | 減碼 |
| 30 | BDX | Becton Dickinson And Co | -0.1% | -24.93% | 減碼 |
| 31 | ✓ | Laboratory Corp. of America | -0.1% | -2.45% | 減碼 |
| 32 | ENB | Enbridge Inc | -0.1% | -1.85% | 減碼 |
| 33 | ORCL | Oracle CORP | -0.1% | -3.58% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -13.05% | 減碼 |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -17.02% | 減碼 |
| 36 | SYY | Sysco CORP | -0.2% | -4.70% | 減碼 |
| 37 | ADP | Automatic Data Processing | -0.2% | +0.63% | 加碼 |
| 38 | ZTS | Zoetis Inc | -0.2% | -1.60% | 減碼 |
| 39 | HD | Home Depot Inc | -0.2% | +3.01% | 加碼 |
| 40 | MDLZ | Mondelez International Inc-a | -0.3% | -32.23% | 減碼 |
| 41 | NVDA | Nvidia CORP | -0.3% | -3.57% | 減碼 |
| 42 | COST | Costco Wholesale CORP | -0.3% | -4.90% | 減碼 |
| 43 | FISV | Fiserv Inc | -0.4% | +1.40% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.4% | -1.34% | 減碼 |
| 45 | META | Meta Platforms Inc-class A | -0.4% | -1.33% | 減碼 |
| 46 | CSX | Csx CORP | -0.6% | -42.72% | 減碼 |
| 47 | EA | Electronic Arts Inc | -0.9% | -84.84% | 減碼 |
| 48 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
| 49 | ANETEUR | Arista Networks Inc | — | EXIT | 清倉 |
| 50 | ANET | Arista Networks Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Jacobs & Co/ca 在 Q4 2025 季度的美股持倉總市值約為 US$11.7億，共申報了 124 個公開持股部位。
在 Q4 2025 季度，Jacobs & Co/ca 按市值排列的前三大核心持股分別為：AAPL (6.2%)、NVDA (5.3%)、MSFT (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.2% 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
UBER
市值: US$927.6萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$82.8萬
在 Q4 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 10 個部位、減碼 37 個部位以及清倉 1 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 ANETEUR。
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。