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: 0002104438
申報總市值
US$2.2億
US$2.2億
77 檔
29.6%
在 Q1 2026 的 13F 官方備案中，Jones Kertz & Associates, Inc. 管理的美股投資組合規模來到 US$2.2億，整體持股檔數為 77 檔。
數據顯示 Jones Kertz & Associates, Inc. 於 Q1 2026 季度持續回收資金，對 43 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 , AVGO, AAPL）累計市值佔比達 29.6%，是驅動 Jones Kertz & Associates, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
BRO
市值: US$168.6萬
本季最大獲利了結 / 清倉標的
SDA
前期市值: US$42.3萬
| # | 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 | ✓ | 股票-其他 | 7.50% | — | -3.49% | ||
| 2 | AVGO | Broadcom Inc | 股票-科技 | 7.50% | +0.12% | — | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.46% | -0.84% | -0.88% | |
| 4 | KLAC | Kla CORP | 股票-科技 | 6.18% | +3.79% | -3.64% | |
| 5 | JBL | Jabil Inc | 股票-科技 | 5.47% | +1.01% | -1.35% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 4.25% | +0.70% | -3.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.10% | +0.05% | -2.51% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 3.30% | -0.60% | -0.40% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | -0.54% | -0.87% | |
| 10 | APH | Amphenol Corp-cl A | 股票-科技 | 3.20% | +0.43% | -1.63% | |
| 11 | ✓ | 股票-其他 | 3.20% | — | -1.67% | ||
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.20% | -0.13% | — | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 2.62% | -0.49% | -0.41% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.28% | +0.04% | -2.82% | |
| 15 | ✓ | 股票-其他 | 2.09% | — | -1.67% | ||
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.09% | -0.07% | — | |
| 17 | CSX | Csx CORP | 股票-工業 | 2.07% | -0.12% | -0.57% | |
| 18 | ✓ | 股票-其他 | 2.05% | — | -0.79% | ||
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.25% | — | |
| 20 | XYL | Xylem Inc | 股票-工業 | 2.02% | -0.42% | -0.81% | |
| 21 | WAT | Waters CORP | 股票-醫療保健 | 2.02% | +0.08% | -0.35% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | -0.13% | -0.10% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.79% | -0.15% | -0.83% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.55% | -0.34% | -0.12% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.48% | +1.06% | -0.12% | |
| 26 | ✓ | 股票-其他 | 1.35% | — | -2.89% | ||
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +0.09% | — | |
| 28 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.28% | -0.11% | -0.20% | |
| 29 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 1.27% | -0.27% | -1.03% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 1.26% | -0.39% | -1.34% | |
| 31 | ✓ | 股票-其他 | 1.26% | — | -0.77% | ||
| 32 | BG | Bunge Global SA | 股票-非循環性消費 | 1.26% | -0.43% | — | |
| 33 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.11% | +0.01% | -0.75% | |
| 34 | ✓ | 股票-其他 | 1.03% | — | +0.78% | ||
| 35 | CRM | Salesforce Inc | 股票-科技 | 1.03% | -0.36% | — | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.09% | -0.86% | |
| 37 | ✓ | 股票-其他 | 1.01% | — | -0.29% | ||
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.01% | -0.05% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.22% | — | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.95% | -0.10% | — | |
| 41 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.92% | -0.16% | — | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.92% | -0.01% | -0.27% | |
| 43 | VMC | Vulcan Materials Co | 股票-原物料 | 0.90% | -0.09% | -1.89% | |
| 44 | BRO | Brown & Brown Inc | 股票-金融 | 0.90% | -0.19% | — | |
| 45 | ✓ | 股票-其他 | 0.85% | — | -0.83% | ||
| 46 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.85% | -0.07% | — | |
| 47 | ALB | Albemarle CORP | 股票-原物料 | 0.83% | -0.31% | — | |
| 48 | NATL | Ncr Atleos CORP | 股票-科技 | 0.82% | -0.82% | EXIT | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.79% | -0.07% | — | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.78% | -0.31% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1.1% | -3.64% | 減碼 |
| 2 | JBL | Jabil Inc | +0.9% | -1.35% | 減碼 |
| 3 | CAT | Caterpillar Inc | +0.8% | -3.41% | 減碼 |
| 4 | ✓ | +0.4% | -0.77% | 減碼 | |
| 5 | CSX | Csx CORP | +0.3% | -0.57% | 減碼 |
| 6 | AMGN | Amgen Inc | +0.3% | -0.41% | 減碼 |
| 7 | ADM | Archer-daniels-midland Co | +0.2% | — | 不變 |
| 8 | GLW | Corning Inc | +0.2% | -6.40% | 減碼 |
| 9 | ALB | Albemarle CORP | +0.2% | — | 不變 |
| 10 | JNJ | Johnson & Johnson | +0.2% | — | 不變 |
| 11 | ADI | Analog Devices Inc | +0.2% | -0.27% | 減碼 |
| 12 | WMT | Walmart Inc | +0.2% | -1.34% | 減碼 |
| 13 | TGT | Target CORP | +0.1% | — | 不變 |
| 14 | INTC | Intel CORP | +0.1% | — | 不變 |
| 15 | CVX | Chevron CORP | +0.1% | -0.77% | 減碼 |
| 16 | HSY | Hershey Co/the | +0.1% | -0.38% | 減碼 |
| 17 | MAR | Marriott International -cl A | +0.1% | -0.20% | 減碼 |
| 18 | NATL | Ncr Atleos CORP | +0.1% | -6.29% | 減碼 |
| 19 | KO | Coca-cola Co/the | +0.1% | -0.45% | 減碼 |
| 20 | SBUX | Starbucks CORP | +0.1% | — | 不變 |
| 21 | ✓ | +0.1% | -0.29% | 減碼 | |
| 22 | ✓ | +0.1% | -0.83% | 減碼 | |
| 23 | TEX | Terex CORP | 0% | -0.81% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | 0% | -0.86% | 減碼 |
| 25 | EBAY | Ebay Inc | 0% | -0.43% | 減碼 |
| 26 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | 不變 |
| 27 | CGMU | Cap Group Municipal Income | 0% | +10.58% | 加碼 |
| 28 | TCAF | T Rowe Prc Cap Appreciation | 0% | +12.23% | 加碼 |
| 29 | ICSH | Ishares Ultra Short Duration | 0% | — | 不變 |
| 30 | ✓ | — | -5.79% | 減碼 | |
| 31 | BIV | Vanguard Intermediate-term B | — | — | 不變 |
| 32 | ILMN | Illumina Inc | 0% | -1.25% | 減碼 |
| 33 | VMC | Vulcan Materials Co | 0% | -1.89% | 減碼 |
| 34 | MDT | Medtronic plc | 0% | -0.48% | 減碼 |
| 35 | MMM | 3m Co | 0% | — | 不變 |
| 36 | PYPL | Paypal Holdings Inc | 0% | — | 不變 |
| 37 | BA | Boeing Co/the | -0.1% | — | 不變 |
| 38 | NVDA | Nvidia CORP | -0.1% | -0.10% | 減碼 |
| 39 | ✓ | -0.1% | -1.67% | 減碼 | |
| 40 | ✓ | -0.1% | -1.67% | 減碼 | |
| 41 | ✓ | -0.1% | -2.89% | 減碼 | |
| 42 | ✓ | -0.1% | — | 不變 | |
| 43 | DIS | Walt Disney Co/the | -0.1% | — | 不變 |
| 44 | ABT | Abbott Laboratories | -0.1% | — | 不變 |
| 45 | NKE | Nike Inc -cl B | -0.1% | — | 不變 |
| 46 | VYX | Ncr Voyix CORP | -0.1% | -23.25% | 減碼 |
| 47 | ✓ | -0.1% | -0.79% | 減碼 | |
| 48 | AMZN | Amazon.com Inc | -0.1% | -0.83% | 減碼 |
| 49 | ZBRA | Zebra Technologies Corp-cl A | -0.2% | -0.75% | 減碼 |
| 50 | COO | Cooper Cos Inc/the | -0.2% | -1.03% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jones Kertz & Associates, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 77 個公開持股部位。
在 Q1 2026 季度，Jones Kertz & Associates, Inc. 按市值排列的前三大核心持股分別為： (7.5%)、AVGO (7.5%)、AAPL (7.5%)。其中最大持股部位 佔據整體投資組合約 7.5% 的權重。
在 Q1 2026 季度中，Jones Kertz & Associates, Inc. 共進行了 51 項持倉異動，包含新建倉 4 個部位、加碼 3 個部位、減碼 43 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BRO。 本季清倉部位包含 SDA。
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。