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: 0001085227
申報總市值
US$7.5億
US$7.5億
70 檔
22.3%
在 Q1 2026 申報期間，Jlb & Associates Inc（CIK: 0001085227）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$7.5億，共持有 70 個公開申報部位。
從 Q1 2026 申報觀察，Jlb & Associates Inc 採取防禦導向的調倉策略，本季減碼 48 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 CASY, AAPL, TJX）累計市值佔比達 22.3%，是驅動 Jlb & Associates Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 5.36% | — | +0.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.09% | -0.31% | -3.46% | |
| 3 | TJX | Tjx Companies Inc | 股票-循環性消費 | 5.04% | -0.54% | -3.09% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 4.59% | +1.55% | -13.95% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.91% | -0.20% | -3.15% | |
| 6 | ROST | Ross Stores Inc | 股票-循環性消費 | 3.89% | -0.44% | -3.60% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 3.71% | +3.38% | -12.06% | |
| 8 | AMGN | Amgen Inc | 股票-醫療保健 | 3.28% | -0.18% | -1.48% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.24% | -0.25% | -4.28% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.23% | -4.47% | |
| 11 | SEIC | Sei Investments Company | 股票-金融 | 2.92% | +0.15% | -0.39% | |
| 12 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.91% | -0.27% | -2.46% | |
| 13 | AON | Aon plc | 股票-金融 | 2.87% | -0.28% | -4.54% | |
| 14 | NOC | Northrop Grumman CORP | 股票-工業 | 2.87% | -0.84% | -1.88% | |
| 15 | ROL | Rollins Inc | 股票-循環性消費 | 2.52% | -0.74% | -4.24% | |
| 16 | GGG | Graco Inc | 股票-工業 | 2.36% | -0.45% | -3.84% | |
| 17 | PKG | Packaging CORP Of America | 股票-循環性消費 | 2.31% | -0.15% | -2.68% | |
| 18 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.23% | +0.09% | -2.05% | |
| 19 | PGR | Progressive CORP | 股票-金融 | 2.14% | +0.02% | -6.72% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.86% | -0.86% | -0.67% | |
| 21 | CPRT | Copart Inc | 股票-工業 | 1.79% | -0.51% | -4.73% | |
| 22 | AME | Ametek Inc | 股票-工業 | 1.75% | +0.05% | -4.63% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.68% | +0.76% | +18.24% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.62% | +1.02% | -4.95% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.57% | -0.30% | +0.69% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | -1.56% | EXIT | |
| 27 | MLI | Mueller Industries Inc | 股票-工業 | 1.43% | +0.17% | +92.97% | |
| 28 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 1.38% | +0.16% | — | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.31% | -0.28% | -6.43% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 1.26% | -0.35% | -0.29% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.24% | +36.53% | |
| 32 | ACN | Accenture plc | 股票-科技 | 1.20% | -0.85% | -19.46% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.20% | +0.05% | -5.67% | |
| 34 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.18% | -1.18% | EXIT | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.11% | +0.23% | -0.86% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.98% | +0.06% | +6.21% | |
| 37 | TTC | Toro Co | 股票-工業 | 0.95% | -0.66% | -56.52% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.83% | +0.84% | +140.60% | |
| 39 | ALLE | Allegion plc | 股票-工業 | 0.81% | -0.15% | +8.45% | |
| 40 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.77% | +0.01% | -3.12% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | +0.07% | +1.59% | |
| 42 | PCAR | Paccar Inc | 股票-工業 | 0.75% | -0.46% | -3.77% | |
| 43 | SCI | Service CORP International | 股票-循環性消費 | 0.63% | -0.21% | -2.16% | |
| 44 | PRI | Primerica Inc | 股票-金融 | 0.63% | +0.04% | -6.62% | |
| 45 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.60% | +0.19% | +30.40% | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.54% | -0.47% | -0.57% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | -0.49% | EXIT | |
| 48 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.43% | -0.14% | -10.70% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | +0.17% | +0.30% | |
| 50 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.35% | -0.24% | -20.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores Inc | +1.6% | +0.38% | 加碼 |
| 2 | ROST | Ross Stores Inc | +0.7% | -3.60% | 減碼 |
| 3 | MLI | Mueller Industries Inc | +0.7% | +92.97% | 加碼 |
| 4 | NOC | Northrop Grumman CORP | +0.6% | -1.88% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.5% | +140.60% | 加碼 |
| 6 | KLAC | Kla CORP | +0.4% | -12.06% | 減碼 |
| 7 | AMGN | Amgen Inc | +0.4% | -1.48% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +33.40% | 加碼 |
| 9 | TJX | Tjx Companies Inc | +0.3% | -3.09% | 減碼 |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +36.53% | 加碼 |
| 11 | PEP | Pepsico Inc | +0.2% | +0.69% | 加碼 |
| 12 | HUBB | Hubbell Inc | +0.2% | +459.47% | 加碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.95% | 減碼 |
| 14 | WSM | Williams-sonoma Inc | +0.2% | +30.40% | 加碼 |
| 15 | ORLY | O'reilly Automotive Inc | +0.1% | -2.46% | 減碼 |
| 16 | PKG | Packaging CORP Of America | +0.1% | -2.68% | 減碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +18.24% | 加碼 |
| 18 | GGG | Graco Inc | +0.1% | -3.84% | 減碼 |
| 19 | AME | Ametek Inc | +0.1% | -4.63% | 減碼 |
| 20 | SHW | Sherwin-williams Co/the | +0.1% | -0.67% | 減碼 |
| 21 | NEU | Newmarket CORP | +0.1% | +113.99% | 加碼 |
| 22 | SCI | Service CORP International | +0.1% | -2.16% | 減碼 |
| 23 | PCAR | Paccar Inc | +0.1% | -3.77% | 減碼 |
| 24 | STX | Seagate Technology Holdings plc | +0.1% | -9.82% | 減碼 |
| 25 | CNI | Canadian Natl Railway Co | +0.1% | -3.12% | 減碼 |
| 26 | SEIC | Sei Investments Company | 0% | -0.39% | 減碼 |
| 27 | NVDA | Nvidia CORP | 0% | +29.62% | 加碼 |
| 28 | ALLE | Allegion plc | 0% | +8.45% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | 0% | +0.30% | 加碼 |
| 30 | LOW | Lowe's Cos Inc | 0% | -0.57% | 減碼 |
| 31 | EXPD | Expeditors Intl Wash Inc | 0% | -2.05% | 減碼 |
| 32 | MMS | Maximus Inc | — | +16.16% | 加碼 |
| 33 | BKE | Buckle Inc/the | — | — | 不變 |
| 34 | SYK | Stryker CORP | 0% | -0.29% | 減碼 |
| 35 | PRI | Primerica Inc | 0% | -6.62% | 減碼 |
| 36 | EXP | Eagle Materials Inc | 0% | -15.97% | 減碼 |
| 37 | MTD | Mettler-toledo International | 0% | -13.41% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.1% | -5.67% | 減碼 |
| 39 | HSY | Hershey Co/the | -0.1% | -20.85% | 減碼 |
| 40 | KMB | Kimberly-clark CORP | -0.1% | -32.05% | 減碼 |
| 41 | CDNS | Cadence Design Sys Inc | -0.1% | -53.22% | 減碼 |
| 42 | V | Visa Inc-class A Shares | -0.1% | +1.59% | 加碼 |
| 43 | NKE | Nike Inc -cl B | -0.1% | -28.02% | 減碼 |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -31.52% | 減碼 |
| 45 | AXP | American Express Co | -0.1% | +6.21% | 加碼 |
| 46 | TROW | T Rowe Price Group Inc | -0.1% | -28.48% | 減碼 |
| 47 | MRSH | Marsh & Mclennan Cos | -0.1% | -6.43% | 減碼 |
| 48 | CBRE | Cbre Group Inc - A | -0.1% | -10.70% | 減碼 |
| 49 | SLGN | Silgan Holdings Inc | -0.1% | -62.63% | 減碼 |
| 50 | HSIC | Henry Schein Inc | -0.1% | -43.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jlb & Associates Inc 在 Q1 2026 季度的美股持倉總市值約為 US$7.5億，共申報了 70 個公開持股部位。
在 Q1 2026 季度，Jlb & Associates Inc 按市值排列的前三大核心持股分別為：CASY (5.4%)、AAPL (5.1%)、TJX (5.0%)。其中最大持股部位 CASY 佔據整體投資組合約 5.4% 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
ENSG
市值: US$963.6萬
本季最大獲利了結 / 清倉標的
FDS
前期市值: US$279.5萬
在 Q1 2026 季度中，Jlb & Associates Inc 共進行了 75 項持倉異動，包含新建倉 5 個部位、加碼 16 個部位、減碼 48 個部位以及清倉 6 個部位。 其中最大新建倉標的為 ENSG。 本季清倉部位包含 FDS。
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。