13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001536799
申报总市值
US$1.7亿
US$1.7亿
162 檔
182.0%
Q2 2025 季度申报显示，Jackson Wealth Management, LLC 披露的美股组合总市值为 US$1.7亿，涵盖 162 个不同之权益投资仓位。
在 Q2 2025，Jackson Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 61 个仓位并完全清仓 40 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Jackson Wealth Management, LLC 的前 5 大核心持股（包含 B 0 09-04-25, MSFT, SWVXX 等）合计占整体申报市值的 182.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | B 0 09-04-25债券 | Treasury Bill | 债券 | 10.34% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.17% | -2.67% | -1.37% | |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 6.57% | +0.54% | +3.13% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 5.10% | -2.00% | -3.30% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.46% | -2.68% | -0.78% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.98% | -1.93% | +91.95% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.77% | -2.57% | +3.58% | |
| 8 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 2.47% | -2.54% | EXIT | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.21% | -1.61% | +0.70% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 2.13% | +0.28% | -0.72% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.11% | -0.73% | -3.94% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.84% | -0.70% | -1.92% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.82% | -0.95% | +2.51% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.81% | -1.22% | -0.28% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.54% | -0.56% | -1.60% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.50% | +55.17% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.13% | -3.67% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | -0.69% | +0.94% | |
| 19 | EVR | Evercore Inc - A | 股票-金融 | 1.14% | -0.54% | -0.87% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.14% | -0.97% | -0.28% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.86% | EXIT | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.11% | -0.85% | -2.88% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 1.08% | -0.27% | -0.77% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 1.05% | -0.51% | -0.88% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.97% | -0.61% | -0.51% | |
| 26 | ✓ | Tajpmgnenindx | 股票-其他 | 0.96% | +4.62% | -1.23% | |
| 27 | BX | Blackstone Inc | 股票-金融 | 0.95% | -0.44% | -0.48% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.92% | -0.51% | — | |
| 29 | COR | Cencora Inc | 股票-医疗保健 | 0.92% | -0.53% | -3.17% | |
| 30 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.90% | -0.36% | -0.97% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | -0.41% | -0.52% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | -0.39% | +0.41% | |
| 33 | ✓ | Dws Equity 500 Index Vip | 股票-其他 | 0.81% | +4.02% | -0.17% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | -0.28% | +0.26% | |
| 35 | ARES | Ares Management CORP - A | 股票-金融 | 0.80% | -0.29% | -0.71% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.79% | -0.62% | -0.45% | |
| 37 | FTNT | Fortinet Inc | 股票-科技 | 0.74% | — | -0.60% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.72% | -0.31% | EXIT | |
| 39 | URI | United Rentals Inc | 股票-工业 | 0.68% | -0.10% | -2.51% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.67% | -0.27% | +0.62% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | -0.36% | +3.37% | |
| 42 | ✓ | Eq/ab Short Dur Gov Bond | 股票-其他 | 0.57% | -0.44% | EXIT | |
| 43 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.57% | — | -3.65% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.17% | -2.40% | |
| 45 | ✓ | 股票-其他 | 0.54% | -0.51% | EXIT | ||
| 46 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.53% | -0.17% | -10.30% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | -0.55% | EXIT | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.51% | -0.38% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.20% | -1.00% | |
| 50 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.50% | -0.32% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | B 0 09-04-25债券 | Treasury Bill | +10.3% | NEW | 新建仓 |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.9% | +91.95% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1.5% | -3.30% | 减仓 |
| 4 | MSFT | Microsoft CORP | +1.1% | -1.37% | 减仓 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.9% | NEW | 新建仓 |
| 6 | META | Meta Platforms Inc-class A | +0.7% | +55.17% | 加仓 |
| 7 | ORCL | Oracle CORP | +0.6% | +43.20% | 加仓 |
| 8 | ✓ | Eq/ab Short Dur Gov Bond | +0.6% | NEW | 新建仓 |
| 9 | ✓ | +0.5% | NEW | 新建仓 | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | +0.5% | NEW | 新建仓 |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | +147.42% | 加仓 |
| 12 | ✓ | +0.4% | NEW | 新建仓 | |
| 13 | KLAC | Kla CORP | +0.3% | -0.72% | 减仓 |
| 14 | ✓ | Avip S&p 500(r) Index (geode) | +0.3% | NEW | 新建仓 |
| 15 | NVDA | Nvidia CORP | +0.3% | -3.67% | 减仓 |
| 16 | ✓ | Eq/equity 500 Index | +0.3% | NEW | 新建仓 |
| 17 | LPLA | Lpl Financial Holdings Inc | +0.2% | NEW | 新建仓 |
| 18 | EVR | Evercore Inc - A | +0.2% | -0.87% | 减仓 |
| 19 | SMH | Vaneck Semiconductor ETF | +0.2% | -0.28% | 减仓 |
| 20 | LRCX | Lam Research CORP | +0.2% | -0.77% | 减仓 |
| 21 | SWOXX | Schwab Municipal Money-ult | +0.2% | +19.66% | 加仓 |
| 22 | ETN | Eaton Corporation plc | +0.2% | -0.88% | 减仓 |
| 23 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建仓 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.37% | 加仓 |
| 25 | ✓ | Jnl/mellon S&p 500 Index | +0.1% | NEW | 新建仓 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.58% | 加仓 |
| 27 | IYW | Ishares Ustechnology ETF | +0.1% | -0.51% | 减仓 |
| 28 | ✓ | Ssg S&p 500 Index | +0.1% | NEW | 新建仓 |
| 29 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -0.28% | 减仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.94% | 加仓 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 32 | ✓ | +0.1% | NEW | 新建仓 | |
| 33 | OEF | Ishares S&p 100 ETF | +0.1% | +2.51% | 加仓 |
| 34 | ✓ | Eq/growth Strategy | +0.1% | NEW | 新建仓 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +182.36% | 加仓 |
| 36 | ✓ | Hartford Disciplined Equity Hls Fund | +0.1% | NEW | 新建仓 |
| 37 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 38 | CHTR | Charter Communications Inc-a | +0.1% | NEW | 新建仓 |
| 39 | COF | Capital One Financial CORP | +0.1% | NEW | 新建仓 |
| 40 | CSCO | Cisco Systems Inc | +0.1% | NEW | 新建仓 |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +48.80% | 加仓 |
| 42 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建仓 |
| 43 | WELL | Welltower Inc | +0.1% | NEW | 新建仓 |
| 44 | NOW | Servicenow Inc | +0.1% | NEW | 新建仓 |
| 45 | DE | Deere & Co | +0.1% | NEW | 新建仓 |
| 46 | ✓ | +0.1% | NEW | 新建仓 | |
| 47 | ARES | Ares Management CORP - A | 0% | -0.71% | 减仓 |
| 48 | ✓ | 0% | NEW | 新建仓 | |
| 49 | URI | United Rentals Inc | 0% | -2.51% | 减仓 |
| 50 | MPWR | Monolithic Power Systems Inc | 0% | +1.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Jackson Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 162 个公开持股仓位。
在 Q2 2025 季度，Jackson Wealth Management, LLC 按市值排列的前三大核心持股分别为：B 0 09-04-25 (10.3%)、MSFT (7.2%)、SWVXX (6.6%)。其中最大持股仓位 B 0 09-04-25 占据整体投资组合约 10.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
B 0 09-04-25
市值: US$9502.4万
本季最大获利了结 / 清仓标的
B 0 06-03-25
前期市值: US$8941.8万
在 Q2 2025 季度中，Jackson Wealth Management, LLC 共进行了 170 项持仓异动，包含新建仓 33 个仓位、加仓 36 个仓位、减仓 61 个仓位以及清仓 40 个仓位。 其中最大新建仓标的为 B 0 09-04-25。 本季清仓仓位包含 B 0 06-03-25。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。