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
926 檔
19.3%
根據最新整理的 13F 季度數據集，Jacobs Levy Equity Management, Inc 於 Q4 2024 結束時的管理資產規模為 US$278.1億。該機構在本季度申報了 926 檔美股持倉，呈現出該時期的主要投資地圖。
Jacobs Levy Equity Management, Inc 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 12 個全新部位及加碼 94 檔持股的同時，亦同步清倉 19 檔並減碼 75 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 19.3%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 926 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 | 6.12% | -1.06% | +10.41% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.86% | +0.27% | +8.81% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | -0.19% | +8.96% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.77% | +0.89% | -2.24% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.22% | +22.35% | |
| 6 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.66% | -0.03% | -0.75% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.39% | -0.49% | +62.72% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.35% | -0.16% | — | |
| 9 | GEV | GE Vernova Inc | 股票-工業 | 1.34% | -0.04% | EXIT | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 1.23% | -0.31% | +2.71% | |
| 11 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.21% | -0.09% | +24.95% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.20% | — | +665.80% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.20% | +0.40% | — | |
| 14 | GM | General Motors Co | 股票-循環性消費 | 1.15% | -0.10% | +5.14% | |
| 15 | VST | Vistra CORP | 股票-公用事業 | 1.08% | -0.03% | +5.09% | |
| 16 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.05% | -0.40% | -0.57% | |
| 17 | SYF | Synchrony Financial | 股票-金融 | 1.02% | -0.18% | -0.72% | |
| 18 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.95% | +0.03% | -6.33% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.93% | -0.55% | +0.81% | |
| 20 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.89% | +0.07% | +35.04% | |
| 21 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.86% | -0.02% | +18.39% | |
| 22 | VRSN | Verisign Inc | 股票-科技 | 0.80% | -0.13% | +58.23% | |
| 23 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 0.80% | +0.10% | +0.67% | |
| 24 | F | Ford Motor Co | 股票-循環性消費 | 0.79% | — | NEW | |
| 25 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.75% | -0.12% | +20.88% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.19% | +20.60% | |
| 27 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.73% | +0.02% | -14.31% | |
| 28 | LUV | Southwest Airlines Co | 股票-工業 | 0.72% | +0.36% | +66.00% | |
| 29 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.68% | +0.04% | +41.58% | |
| 30 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.68% | -0.05% | +53.08% | |
| 31 | NTNX | Nutanix Inc - A | 股票-科技 | 0.67% | +0.03% | +9.58% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.67% | — | -9.64% | |
| 33 | DBX | Dropbox Inc-class A | 股票-科技 | 0.65% | -0.03% | -1.69% | |
| 34 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.64% | -0.09% | +204.79% | |
| 35 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | — | -4.07% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 0.62% | -0.22% | +157.60% | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 0.59% | +0.02% | -14.76% | |
| 38 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.58% | +0.08% | +12.94% | |
| 39 | VLTO | Veralto CORP | 股票-工業 | 0.58% | -0.08% | EXIT | |
| 40 | CPT | Camden Property Trust | 股票-房地產 | 0.57% | +0.01% | +9.36% | |
| 41 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.55% | +0.14% | NEW | |
| 42 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.55% | +0.22% | +6.39% | |
| 43 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.55% | +0.01% | +21.91% | |
| 44 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.54% | -0.09% | +35.24% | |
| 45 | ALLY | Ally Financial Inc | 股票-金融 | 0.54% | — | +84.05% | |
| 46 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.53% | — | -0.68% | |
| 47 | HUM | Humana Inc | 股票-醫療保健 | 0.53% | — | +0.27% | |
| 48 | GWRE | Guidewire Software Inc | 股票-科技 | 0.51% | — | EXIT | |
| 49 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.51% | +0.01% | +34.64% | |
| 50 | RGA | Reinsurance Group Of America | 股票-金融 | 0.49% | -0.15% | +1.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.4% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +1.2% | NEW | 新建倉 |
| 3 | GEV | GE Vernova Inc | +0.9% | +148.60% | 加碼 |
| 4 | PANW | Palo Alto Networks Inc | +0.9% | +665.80% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.6% | +8.81% | 加碼 |
| 6 | TSCO | Tractor Supply Company | +0.6% | NEW | 新建倉 |
| 7 | AAPL | Apple Inc | +0.5% | +10.41% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +62.72% | 加碼 |
| 9 | DECK | Deckers Outdoor CORP | +0.5% | +204.79% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.4% | +22.35% | 加碼 |
| 11 | TGT | Target CORP | +0.4% | NEW | 新建倉 |
| 12 | TSLA | Tesla Inc | +0.4% | +451.91% | 加碼 |
| 13 | PSX | Phillips 66 | +0.3% | +157.60% | 加碼 |
| 14 | LUV | Southwest Airlines Co | +0.3% | +66.00% | 加碼 |
| 15 | F | Ford Motor Co | +0.3% | +87.96% | 加碼 |
| 16 | IBKR | Interactive Brokers Gro-cl A | +0.3% | +53.08% | 加碼 |
| 17 | VRSN | Verisign Inc | +0.3% | +58.23% | 加碼 |
| 18 | ROKU | Roku Inc | +0.3% | +505.33% | 加碼 |
| 19 | JBL | Jabil Inc | +0.3% | +16190.60% | 加碼 |
| 20 | EW | Edwards Lifesciences CORP | +0.3% | +24.95% | 加碼 |
| 21 | TTEK | Tetra Tech Inc | +0.3% | +814.23% | 加碼 |
| 22 | CARR | Carrier Global CORP | +0.3% | +2484.01% | 加碼 |
| 23 | TEAM | Atlassian Corp-cl A | +0.2% | -6.33% | 減碼 |
| 24 | CTAS | Cintas CORP | +0.2% | +150.12% | 加碼 |
| 25 | ALLY | Ally Financial Inc | +0.2% | +84.05% | 加碼 |
| 26 | AVGO | Broadcom Inc | +0.2% | +198.51% | 加碼 |
| 27 | ABNB | Airbnb Inc-class A | +0.2% | +35.04% | 加碼 |
| 28 | INCY | Incyte CORP | +0.2% | +861.03% | 加碼 |
| 29 | CART | Maplebear Inc | +0.2% | +85.05% | 加碼 |
| 30 | CPNG | Coupang Inc | +0.2% | +106.47% | 加碼 |
| 31 | EPAM | Epam Systems Inc | +0.2% | +66.23% | 加碼 |
| 32 | ZETA | Zeta Global Holdings Corp-a | +0.2% | NEW | 新建倉 |
| 33 | SYF | Synchrony Financial | +0.2% | -0.72% | 減碼 |
| 34 | GM | General Motors Co | +0.2% | +5.14% | 加碼 |
| 35 | RBLX | Roblox CORP -class A | +0.2% | +12.94% | 加碼 |
| 36 | LII | Lennox International Inc | +0.2% | +174.04% | 加碼 |
| 37 | HII | Huntington Ingalls Industrie | +0.1% | +4900.71% | 加碼 |
| 38 | BKNG | Booking Holdings Inc | +0.1% | -0.75% | 減碼 |
| 39 | VST | Vistra CORP | +0.1% | +5.09% | 加碼 |
| 40 | MA | Mastercard Inc - A | +0.1% | +20.60% | 加碼 |
| 41 | GGG | Graco Inc | +0.1% | +75.96% | 加碼 |
| 42 | MTH | Meritage Homes CORP | +0.1% | +205.51% | 加碼 |
| 43 | TNDM | Tandem Diabetes Care Inc | +0.1% | +189.03% | 加碼 |
| 44 | ACN | Accenture plc | +0.1% | +1898.39% | 加碼 |
| 45 | INSP | Inspire Medical Systems Inc | +0.1% | +869.91% | 加碼 |
| 46 | FIX | Comfort Systems USA Inc | +0.1% | NEW | 新建倉 |
| 47 | SPOT | Spotify Technology S.A. | +0.1% | -0.57% | 減碼 |
| 48 | CRBG | Corebridge Financial Inc | +0.1% | +34.64% | 加碼 |
| 49 | MCK | Mckesson CORP | +0.1% | +2.71% | 加碼 |
| 50 | COST | Costco Wholesale CORP | +0.1% | +397.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jacobs Levy Equity Management, Inc 在 Q4 2024 季度的美股持倉總市值約為 US$278.1億，共申報了 926 個公開持股部位。
在 Q4 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 (6.1%)、NVDA (5.9%)、MSFT (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
ANET
市值: US$3.8億
本季最大獲利了結 / 清倉標的
SRPT
前期市值: US$9414.8萬
在 Q4 2024 季度中，Jacobs Levy Equity Management, Inc 共進行了 200 項持倉異動，包含新建倉 12 個部位、加碼 94 個部位、減碼 75 個部位以及清倉 19 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 SRPT。
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。