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$3.5億
US$3.5億
126 檔
51.7%
根據最新整理的 13F 季度數據集，Jacobsen Capital Management 於 Q2 2026 結束時的管理資產規模為 US$3.5億。該機構在本季度申報了 126 檔美股持倉，呈現出該時期的主要投資地圖。
Jacobsen Capital Management 在 Q2 2026 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 57 檔持股的同時，亦同步清倉 10 檔並減碼 45 檔標的。
整體而言，Jacobsen Capital Management 的前 5 大持股（包含 VEA, VUG, VTV）貢獻了組合市值的 51.7%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
SNDK
市值: US$62.3萬
本季最大獲利了結 / 清倉標的
SPGI
前期市值: US$62.7萬
| # | 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 | 17.36% | -0.45% | -4.75% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 14.34% | +0.68% | +494.04% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 12.11% | -0.03% | +0.24% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.56% | -0.30% | +0.15% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 4.23% | -0.39% | +0.02% | |
| 6 | DFAI | Dimensional International Co | ETF-其他 | 3.78% | +0.22% | +32.46% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.63% | -0.10% | +0.84% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.39% | +0.03% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.88% | +0.32% | -0.01% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 2.18% | +0.05% | +62.41% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.17% | -0.06% | +0.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.82% | -0.10% | -0.50% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.77% | -0.07% | +13.00% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.60% | +3.12% | |
| 15 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.64% | -0.26% | +0.01% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | +0.03% | +2.40% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | -0.09% | +0.23% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 0.84% | -0.08% | -3.66% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | — | +9.48% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.02% | -0.26% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.71% | -0.11% | -0.43% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | +0.20% | -3.81% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.01% | -2.84% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | -0.02% | +0.33% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.02% | +2.68% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.01% | +0.60% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.01% | -1.06% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | +0.01% | +0.11% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.33% | +0.01% | -1.45% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.01% | +10.46% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.32% | -0.07% | +1.42% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.32% | -0.04% | -0.15% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.31% | EXIT | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.31% | +0.01% | — | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.29% | -0.01% | -2.58% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.28% | -0.04% | +0.16% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.27% | -0.11% | -15.38% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.27% | +0.01% | +0.74% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.25% | -0.07% | +1.67% | |
| 40 | GE | General Electric | 股票-工業 | 0.25% | -0.05% | — | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.24% | -0.05% | -4.95% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.24% | +0.08% | +2.46% | |
| 43 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.23% | — | — | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.22% | -0.10% | +983.70% | |
| 45 | PACS | Pacs Group Inc | 股票-其他 | 0.22% | -0.01% | -4.80% | |
| 46 | GEV | GE Vernova Inc | 股票-工業 | 0.21% | -0.04% | +1.00% | |
| 47 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.21% | -0.02% | +2454.19% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.21% | -0.01% | -3.60% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.19% | — | -2.28% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.19% | +0.01% | +0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | +0.9% | +62.41% | 加碼 |
| 2 | DFAI | Dimensional International Co | +0.7% | +32.46% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.6% | -3.66% | 減碼 |
| 4 | AMD | Advanced Micro Devices | +0.4% | -2.84% | 減碼 |
| 5 | VUG | Vanguard Growth ETF | +0.2% | +494.04% | 加碼 |
| 6 | INTC | Intel CORP | +0.2% | +10.46% | 加碼 |
| 7 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +0.02% | 加碼 |
| 8 | SNDK | Sandisk CORP | +0.2% | NEW | 新建倉 |
| 9 | ✓ | +0.2% | NEW | 新建倉 | |
| 10 | LRCX | Lam Research CORP | +0.1% | +1.42% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.50% | 減碼 |
| 12 | KLAC | Kla CORP | +0.1% | +983.70% | 加碼 |
| 13 | WDC | Western Digital CORP | +0.1% | NEW | 新建倉 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -15.38% | 減碼 |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | -0.45% | 減碼 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +1.89% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.16% | 加碼 |
| 18 | CMI | Cummins Inc | +0.1% | NEW | 新建倉 |
| 19 | URI | United Rentals Inc | +0.1% | NEW | 新建倉 |
| 20 | CNC | Centene CORP | +0.1% | NEW | 新建倉 |
| 21 | AVGO | Broadcom Inc | +0.1% | +0.23% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +0.33% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | +1.67% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +13.05% | 加碼 |
| 25 | SBUX | Starbucks CORP | +0.1% | NEW | 新建倉 |
| 26 | WELL | Welltower Inc | +0.1% | NEW | 新建倉 |
| 27 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 29 | TER | Teradyne Inc | +0.1% | NEW | 新建倉 |
| 30 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | -0.26% | 減碼 |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.10% | 減碼 |
| 33 | APH | Amphenol Corp-cl A | 0% | -2.58% | 減碼 |
| 34 | GLW | Corning Inc | 0% | -4.07% | 減碼 |
| 35 | GE | General Electric | 0% | — | 不變 |
| 36 | GEV | GE Vernova Inc | 0% | +1.00% | 加碼 |
| 37 | TXN | Texas Instruments Inc | 0% | +1.57% | 加碼 |
| 38 | AMZN | Amazon.com Inc | 0% | +2.40% | 加碼 |
| 39 | PACS | Pacs Group Inc | 0% | -4.80% | 減碼 |
| 40 | ANET | Arista Networks Inc | 0% | +0.08% | 加碼 |
| 41 | QCOM | Qualcomm Inc | 0% | +2.78% | 加碼 |
| 42 | VB | Vanguard Small-cap ETF | 0% | +0.43% | 加碼 |
| 43 | V | Visa Inc-class A Shares | 0% | +2.68% | 加碼 |
| 44 | MS | Morgan Stanley | 0% | -1.31% | 減碼 |
| 45 | BAC | Bank Of America CORP | 0% | +0.20% | 加碼 |
| 46 | GS | Goldman Sachs Group Inc | 0% | +5.38% | 加碼 |
| 47 | ETN | Eaton Corporation plc | 0% | +1.90% | 加碼 |
| 48 | PWR | Quanta Services Inc | 0% | +0.55% | 加碼 |
| 49 | ADI | Analog Devices Inc | 0% | — | 不變 |
| 50 | ABBV | Abbvie Inc | — | +0.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jacobsen Capital Management 在 Q2 2026 季度的美股持倉總市值約為 US$3.5億，共申報了 126 個公開持股部位。
在 Q2 2026 季度，Jacobsen Capital Management 按市值排列的前三大核心持股分別為：VEA (17.4%)、VUG (14.3%)、VTV (12.1%)。其中最大持股部位 VEA 佔據整體投資組合約 17.4% 的權重。
在 Q2 2026 季度中，Jacobsen Capital Management 共進行了 124 項持倉異動，包含新建倉 12 個部位、加碼 57 個部位、減碼 45 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SNDK。 本季清倉部位包含 SPGI。
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。