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: 0000884414
申報總市值
US$278.1億
US$278.1億
941 檔
16.5%
在 Q3 2024 申報期間，Jacobs Levy Equity Management, Inc（CIK: 0000884414）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$278.1億，共持有 941 個公開申報部位。
Jacobs Levy Equity Management, Inc 於 Q3 2024 展現出進攻型調倉步調，本季推動了 15 檔股票的新建倉與 101 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Jacobs Levy Equity Management, Inc 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 16.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 941 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 | AAPL | Apple Inc | 股票-科技 | 5.62% | -1.06% | -0.64% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.31% | +0.27% | +1.88% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.19% | -4.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.73% | +0.89% | +0.79% | |
| 5 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.54% | -0.03% | +1.91% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.33% | +0.22% | -5.34% | |
| 7 | MCK | Mckesson CORP | 股票-醫療保健 | 1.13% | -0.31% | +9.22% | |
| 8 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.12% | -0.02% | +38.77% | |
| 9 | APH | Amphenol Corp-cl A | 股票-科技 | 1.08% | — | +89.50% | |
| 10 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.08% | — | -1.20% | |
| 11 | GM | General Motors Co | 股票-循環性消費 | 1.00% | -0.10% | +6.59% | |
| 12 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.98% | -0.55% | +3.99% | |
| 13 | VST | Vistra CORP | 股票-公用事業 | 0.96% | -0.03% | -5.24% | |
| 14 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.94% | -0.40% | +1.06% | |
| 15 | INTC | Intel CORP | 股票-科技 | 0.94% | — | +224.84% | |
| 16 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.94% | -0.09% | +239.89% | |
| 17 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.94% | +0.02% | +7.36% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.49% | -29.19% | |
| 19 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 0.87% | +0.10% | -8.12% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 0.86% | +0.29% | NEW | |
| 21 | SYF | Synchrony Financial | 股票-金融 | 0.86% | -0.18% | +3.68% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | — | +50.66% | |
| 23 | VLO | Valero Energy CORP | 股票-能源 | 0.82% | +0.02% | -2.30% | |
| 24 | VLTO | Veralto CORP | 股票-工業 | 0.80% | -0.08% | EXIT | |
| 25 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.80% | -0.12% | +0.76% | |
| 26 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.72% | +0.03% | +1.98% | |
| 27 | HUM | Humana Inc | 股票-醫療保健 | 0.72% | — | -7.44% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.08% | EXIT | |
| 29 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.69% | +0.07% | -6.67% | |
| 30 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.68% | — | +22.71% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.68% | +1.18% | +27.75% | |
| 32 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.67% | +0.22% | -10.23% | |
| 33 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.66% | -0.43% | EXIT | |
| 34 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.65% | — | +4.96% | |
| 35 | NTNX | Nutanix Inc - A | 股票-科技 | 0.64% | +0.03% | +15.33% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.19% | -47.49% | |
| 37 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.63% | +0.04% | +17.62% | |
| 38 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.62% | -0.18% | +324.37% | |
| 39 | DBX | Dropbox Inc-class A | 股票-科技 | 0.61% | -0.03% | +6.23% | |
| 40 | CPT | Camden Property Trust | 股票-房地產 | 0.61% | +0.01% | +97.27% | |
| 41 | RGA | Reinsurance Group Of America | 股票-金融 | 0.54% | -0.15% | +0.07% | |
| 42 | GWRE | Guidewire Software Inc | 股票-科技 | 0.54% | — | EXIT | |
| 43 | WDAY | Workday Inc-class A | 股票-科技 | 0.54% | -0.16% | +7.92% | |
| 44 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.53% | -0.09% | +31.53% | |
| 45 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.51% | — | -6.61% | |
| 46 | ALL | Allstate CORP | 股票-金融 | 0.51% | — | -27.76% | |
| 47 | VRSN | Verisign Inc | 股票-科技 | 0.51% | -0.13% | +7.34% | |
| 48 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.51% | +0.01% | +154.71% | |
| 49 | KBR | Kbr Inc | 股票-工業 | 0.50% | -0.01% | -2.25% | |
| 50 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.50% | — | +0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.5% | +224.84% | 加碼 |
| 2 | EW | Edwards Lifesciences CORP | +0.5% | +239.89% | 加碼 |
| 3 | APH | Amphenol Corp-cl A | +0.5% | +89.50% | 加碼 |
| 4 | LUV | Southwest Airlines Co | +0.4% | +608.53% | 加碼 |
| 5 | INTU | Intuit Inc | +0.3% | +85.90% | 加碼 |
| 6 | WSM | Williams-sonoma Inc | +0.3% | +324.37% | 加碼 |
| 7 | CPT | Camden Property Trust | +0.3% | +97.27% | 加碼 |
| 8 | ESS | Essex Property Trust Inc | +0.3% | +154.71% | 加碼 |
| 9 | LYB | LyondellBasell Industries N.V. | +0.3% | +211.86% | 加碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.3% | +4468.73% | 加碼 |
| 11 | WLK | Westlake CORP | +0.3% | +699.07% | 加碼 |
| 12 | LRCXEUR | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 13 | CL | Colgate-palmolive Co | +0.3% | +864.05% | 加碼 |
| 14 | PPC | Pilgrim's Pride CORP | +0.2% | +903.92% | 加碼 |
| 15 | VLTO | Veralto CORP | +0.2% | +28.96% | 加碼 |
| 16 | CPNG | Coupang Inc | +0.2% | +762.21% | 加碼 |
| 17 | WING | Wingstop Inc | +0.2% | +392.48% | 加碼 |
| 18 | CTAS | Cintas CORP | +0.2% | NEW | 新建倉 |
| 19 | ELV | Elevance Health Inc | +0.2% | +38.77% | 加碼 |
| 20 | MET | Metlife Inc | +0.2% | +256.62% | 加碼 |
| 21 | TREX | Trex Company Inc | +0.2% | +6093.28% | 加碼 |
| 22 | CCK | Crown Holdings Inc | +0.2% | +47.48% | 加碼 |
| 23 | F | Ford Motor Co | +0.2% | +112.78% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.2% | +50.66% | 加碼 |
| 25 | ALLY | Ally Financial Inc | +0.2% | +217.02% | 加碼 |
| 26 | GRMN | Garmin Ltd. | +0.2% | +1580.31% | 加碼 |
| 27 | TTD | Trade Desk Inc/the -class A | +0.2% | +1809.62% | 加碼 |
| 28 | VST | Vistra CORP | +0.2% | -5.24% | 減碼 |
| 29 | HLT | Hilton Worldwide Holdings In | +0.2% | +179.58% | 加碼 |
| 30 | R | Ryder System Inc | +0.2% | +212.43% | 加碼 |
| 31 | FOXA | Fox CORP - Class A | +0.2% | +228.41% | 加碼 |
| 32 | PATH | Uipath Inc - Class A | +0.2% | +554.78% | 加碼 |
| 33 | CNP | Centerpoint Energy Inc | +0.2% | +566.50% | 加碼 |
| 34 | PYPL | Paypal Holdings Inc | +0.2% | +4.96% | 加碼 |
| 35 | GEHC | GE Healthcare Technology | +0.2% | +17.62% | 加碼 |
| 36 | BLDR | Builders Firstsource Inc | +0.2% | +24.71% | 加碼 |
| 37 | SIGI | Selective Insurance Group | +0.2% | NEW | 新建倉 |
| 38 | AAPL | Apple Inc | +0.1% | -0.64% | 減碼 |
| 39 | NRG | Nrg Energy Inc | +0.1% | +7.36% | 加碼 |
| 40 | 6D8 | Dupont De Nemours Inc | +0.1% | +22.71% | 加碼 |
| 41 | ADBE | Adobe Inc | +0.1% | +200.99% | 加碼 |
| 42 | MTZ | Mastec Inc | +0.1% | +266.74% | 加碼 |
| 43 | DECK | Deckers Outdoor CORP | +0.1% | +2661.41% | 加碼 |
| 44 | WFC | Wells Fargo & Co | +0.1% | +1447.36% | 加碼 |
| 45 | GWRE | Guidewire Software Inc | +0.1% | +7.60% | 加碼 |
| 46 | GEV | GE Vernova Inc | +0.1% | -1.24% | 減碼 |
| 47 | CMC | Commercial Metals Co | +0.1% | +122.81% | 加碼 |
| 48 | GGG | Graco Inc | +0.1% | +142.89% | 加碼 |
| 49 | PEG | Public Service Enterprise Gp | +0.1% | +8334.82% | 加碼 |
| 50 | ALGN | Align Technology Inc | +0.1% | +31.53% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jacobs Levy Equity Management, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$278.1億，共申報了 941 個公開持股部位。
在 Q3 2024 季度，Jacobs Levy Equity Management, Inc 按市值排列的前三大核心持股分別為：AAPL (5.6%)、NVDA (5.3%)、MSFT (3.5%)。其中最大持股部位 AAPL 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
LRCXEUR
市值: US$7857.9萬
本季最大獲利了結 / 清倉標的
SMARGBP
前期市值: US$8108.6萬
在 Q3 2024 季度中，Jacobs Levy Equity Management, Inc 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 101 個部位、減碼 63 個部位以及清倉 21 個部位。 其中最大新建倉標的為 LRCXEUR。 本季清倉部位包含 SMARGBP。
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。