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: 0001782491
申報總市值
US$3.4億
US$3.4億
95 檔
41.8%
Q4 2024 季度申報顯示，Jacobsen Capital Management 揭露的美股組合總市值為 US$3.4億，涵蓋 95 個不同之權益投資部位。
Jacobsen Capital Management 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 22 檔持股的同時，亦同步清倉 10 檔並減碼 14 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VEA, VUG, VTV）占據了總市值的 41.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BSV
市值: US$286.8萬
本季最大獲利了結 / 清倉標的
前期市值: US$274.3萬
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 20.13% | -1.57% | +1.05% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 17.51% | +0.21% | +0.13% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 13.06% | -0.44% | +0.89% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 5.77% | -0.15% | -0.44% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 4.40% | +0.19% | -0.43% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.31% | -0.03% | +1.20% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.14% | -0.08% | +100.07% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.02% | +0.65% | |
| 9 | EXR | Extra Space Storage Inc | 股票-房地產 | 2.47% | -0.07% | +0.00% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.19% | +1.69% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.75% | -0.05% | +7.21% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.71% | +0.01% | +3.27% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | +0.12% | +0.34% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | +0.02% | +0.75% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | -0.05% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.15% | -0.42% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.80% | -0.01% | -1.82% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.06% | +1.71% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.01% | -0.06% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.06% | +0.38% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.02% | +0.02% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | +0.05% | +2.34% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | -0.04% | +0.10% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | +0.06% | +0.16% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.41% | -0.01% | +198.09% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | -0.03% | -0.13% | |
| 27 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.38% | -0.01% | -3.78% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.36% | -0.02% | +0.44% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 0.34% | -0.21% | EXIT | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.33% | +0.06% | +1.99% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | -0.05% | -0.06% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.32% | -0.08% | +0.01% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.30% | -0.11% | — | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.27% | +0.04% | -7.70% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.26% | -0.05% | — | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.26% | -0.01% | -1.77% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.26% | -0.10% | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.14% | -14.21% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.25% | — | +3.37% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.23% | -0.05% | +4.31% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.20% | -0.03% | -13.64% | |
| 43 | NEM | Newmont CORP | 股票-原物料 | 0.18% | -0.04% | -6.17% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | -0.04% | -4.55% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.18% | — | -2.82% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.17% | -0.02% | +1.54% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.17% | -0.05% | — | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.17% | +0.36% | -2.43% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | +0.01% | -0.77% | |
| 50 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.17% | -0.11% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.3% | +0.13% | 加碼 |
| 2 | BSV | Vanguard Short-term Bond ETF | +1.2% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.3% | +1.20% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | -1.82% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.3% | +0.65% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +0.75% | 加碼 |
| 7 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | -0.43% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +1.71% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.34% | 加碼 |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +3.27% | 加碼 |
| 11 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 12 | ADSK | Autodesk Inc | +0.1% | NEW | 新建倉 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -0.06% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +2.34% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +0.02% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.1% | — | 不變 |
| 17 | BIV | Vanguard Intermediate-term B | +0.1% | +7.21% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.1% | +4.31% | 加碼 |
| 19 | BKNG | Booking Holdings Inc | +0.1% | -3.78% | 減碼 |
| 20 | WFC | Wells Fargo & Co | 0% | +2.81% | 加碼 |
| 21 | WMT | Walmart Inc | 0% | +0.01% | 加碼 |
| 22 | MA | Mastercard Inc - A | 0% | +0.10% | 加碼 |
| 23 | NOW | Servicenow Inc | 0% | +0.62% | 加碼 |
| 24 | ZTS | Zoetis Inc | 0% | -0.96% | 減碼 |
| 25 | SHW | Sherwin-williams Co/the | 0% | -1.77% | 減碼 |
| 26 | ADBE | Adobe Inc | 0% | -2.82% | 減碼 |
| 27 | JNJ | Johnson & Johnson | 0% | -4.55% | 減碼 |
| 28 | PFE | Pfizer Inc | 0% | -16.64% | 減碼 |
| 29 | TJX | Tjx Companies Inc | 0% | -13.64% | 減碼 |
| 30 | VBR | Vanguard Small-cap Value ETF | 0% | -0.44% | 減碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | +1.99% | 加碼 |
| 32 | AMD | Advanced Micro Devices | -0.1% | -2.43% | 減碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.44% | 加碼 |
| 34 | LLY | Eli Lilly & Co | -0.1% | +0.16% | 加碼 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -14.21% | 減碼 |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | EXIT | 清倉 |
| 37 | CB | Chubb Limited | -0.1% | EXIT | 清倉 |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 39 | PFFD | Global X US Preferred ETF | -0.1% | EXIT | 清倉 |
| 40 | MU | Micron Technology Inc | -0.1% | EXIT | 清倉 |
| 41 | NEM | Newmont CORP | -0.1% | -6.17% | 減碼 |
| 42 | UBER | Uber Technologies Inc | -0.1% | EXIT | 清倉 |
| 43 | DHR | Danaher CORP | -0.1% | EXIT | 清倉 |
| 44 | VGSH | Vanguard Short-term Treasury | -0.1% | EXIT | 清倉 |
| 45 | PEP | Pepsico Inc | -0.1% | EXIT | 清倉 |
| 46 | VTV | Vanguard Value ETF | -0.1% | +0.89% | 加碼 |
| 47 | SCHF | Schwab Intl Equity ETF | -0.3% | +100.07% | 加碼 |
| 48 | EXR | Extra Space Storage Inc | -0.5% | +0.00% | 加碼 |
| 49 | ✓ | -1.2% | EXIT | 清倉 | |
| 50 | VEA | Vanguard Ftse Developed ETF | -1.6% | +1.05% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jacobsen Capital Management 在 Q4 2024 季度的美股持倉總市值約為 US$3.4億，共申報了 95 個公開持股部位。
在 Q4 2024 季度，Jacobsen Capital Management 按市值排列的前三大核心持股分別為：VEA (20.1%)、VUG (17.5%)、VTV (13.1%)。其中最大持股部位 VEA 佔據整體投資組合約 20.1% 的權重。
在 Q4 2024 季度中，Jacobsen Capital Management 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 14 個部位以及清倉 10 個部位。 其中最大新建倉標的為 BSV。 本季清倉部位包含 。
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。
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。
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。