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
189.6%
在 Q3 2025 的 13F 官方备案中，Jackson Wealth Management, LLC 管理的美股投资组合规模来到 US$1.7亿，整体持股档数为 162 档。
Jackson Wealth Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 42 个全新仓位及加仓 48 档持股的同时，亦同步清仓 49 档并减仓 40 档标的。
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 12-04-25, MSFT, AVGO 等）合计占整体申报市值的 189.6%，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 12-04-25债券 | Treasury Bill | 债券 | 9.35% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.93% | -2.67% | +1.02% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.59% | -2.00% | -0.37% | |
| 4 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 5.19% | +0.54% | -14.08% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.14% | -2.68% | +1.06% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.42% | -1.93% | +12.05% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.73% | -2.57% | -0.04% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 2.37% | +0.28% | +0.80% | |
| 9 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 2.33% | -2.54% | EXIT | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.19% | -1.61% | +0.06% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.86% | -0.95% | +1.92% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.85% | -0.73% | +2.05% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.82% | -1.22% | +0.37% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.73% | -0.70% | +1.37% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.54% | -0.56% | +2.25% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | -0.39% | +34.66% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.43% | -0.86% | EXIT | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.39% | -0.27% | +1.70% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | -0.50% | +1.75% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | -0.13% | +1.01% | |
| 21 | EVR | Evercore Inc - A | 股票-金融 | 1.33% | -0.54% | +1.29% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | -0.69% | +1.56% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.24% | -0.97% | +0.46% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 1.19% | -0.44% | +19.34% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.06% | -0.85% | +0.66% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.03% | -0.41% | +2.14% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | -0.28% | +1.27% | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 1.02% | -0.51% | +0.93% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | -0.51% | +8.77% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.01% | -0.61% | +0.60% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | -0.36% | +47.57% | |
| 32 | ✓ | Tajpmgnenindx | 股票-其他 | 0.94% | +4.62% | -0.19% | |
| 33 | COR | Cencora Inc | 股票-医疗保健 | 0.89% | -0.53% | +1.05% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.82% | -0.62% | +1.84% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.81% | -0.36% | +1.46% | |
| 36 | URI | United Rentals Inc | 股票-工业 | 0.80% | -0.10% | +1.19% | |
| 37 | ✓ | Dws Equity 500 Index Vip | 股票-其他 | 0.79% | +4.02% | -2.49% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.72% | -0.31% | EXIT | |
| 39 | ARES | Ares Management CORP - A | 股票-金融 | 0.69% | -0.29% | +1.49% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | -0.27% | +2.32% | |
| 41 | ✓ | Eq/ab Short Dur Gov Bond | 股票-其他 | 0.56% | -0.44% | EXIT | |
| 42 | FTNT | Fortinet Inc | 股票-科技 | 0.56% | — | +2.48% | |
| 43 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.55% | — | +0.73% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.53% | -0.55% | EXIT | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.52% | -0.38% | +0.67% | |
| 46 | ✓ | 股票-其他 | 0.52% | -0.51% | EXIT | ||
| 47 | WMB | Williams Cos Inc | 股票-能源 | 0.51% | -0.35% | — | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.50% | -0.43% | +3.25% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.20% | +1.98% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.17% | +1.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.3% | +12.05% | 加仓 |
| 2 | AVGO | Broadcom Inc | +2% | -0.37% | 减仓 |
| 3 | ORCL | Oracle CORP | +0.9% | +6.41% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.8% | +1.02% | 减仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +34.66% | 加仓 |
| 6 | KLAC | Kla CORP | +0.6% | +0.80% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +1.75% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +47.57% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.5% | +1.70% | 加仓 |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | +1.78% | 加仓 |
| 11 | EVR | Evercore Inc - A | +0.4% | +1.29% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.4% | +1.01% | 减仓 |
| 13 | SMH | Vaneck Semiconductor ETF | +0.3% | +0.46% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +1.27% | 加仓 |
| 15 | BX | Blackstone Inc | +0.2% | +19.34% | 加仓 |
| 16 | URI | United Rentals Inc | +0.2% | +1.19% | 减仓 |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | +0.60% | 加仓 |
| 18 | ETN | Eaton Corporation plc | +0.1% | +0.93% | 加仓 |
| 19 | OEF | Ishares S&p 100 ETF | +0.1% | +1.92% | 加仓 |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.37% | 加仓 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.56% | 加仓 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.04% | 加仓 |
| 23 | MAGS | Roundhill Magnificent Seven | +0.1% | +0.88% | 加仓 |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +1.84% | 加仓 |
| 25 | SWOXX | Schwab Municipal Money-ult | 0% | +2.38% | 加仓 |
| 26 | BLK | Blackrock Inc | 0% | +3.50% | 加仓 |
| 27 | ✓ | Tawmcusgrowth | 0% | — | 不变 |
| 28 | ✓ | Tawmcusgrowth | 0% | — | 不变 |
| 29 | QRVO | Qorvo Inc | 0% | -1.30% | 减仓 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.78% | 加仓 |
| 31 | IAI | Ishares U.s. Broker-dealers | 0% | +2.75% | 加仓 |
| 32 | PLTR | Palantir Technologies Inc-a | 0% | -7.40% | 减仓 |
| 33 | XMMO | Invesco S&p Midcap Momentum | 0% | +4.31% | 加仓 |
| 34 | PH | Parker Hannifin CORP | — | +1.52% | 减仓 |
| 35 | AXP | American Express Co | — | +2.41% | 减仓 |
| 36 | PANW | Palo Alto Networks Inc | — | +2.10% | 加仓 |
| 37 | ✓ | MetLife Stock Index Portfolio | — | — | 不变 |
| 38 | SCOXX | Schwab Trsry Obl Mny-ult | — | +17.65% | 加仓 |
| 39 | PRGFX | T Rowe Pr Growth Stock-inv | — | — | 不变 |
| 40 | IWV | Ishares Russell 3000 ETF | — | — | 不变 |
| 41 | CMLIX | Congress Large Cap Grow-inst | — | — | 不变 |
| 42 | JPM | Jpmorgan Chase & Co | — | -61.79% | 加仓 |
| 43 | SWPPX | Schwab S&p 500 Index-sel | — | +508.98% | 加仓 |
| 44 | NFLX | Netflix Inc | — | -2.20% | 减仓 |
| 45 | ✓ | Tawmcusgrowth | — | — | 不变 |
| 46 | ✓ | American Funds Growth-income-class 2 | — | — | 不变 |
| 47 | ✓ | — | -0.31% | 减仓 | |
| 48 | ✓ | Tawmcusgrowth | — | — | 不变 |
| 49 | ✓ | Jennison Growth Port | — | — | 不变 |
| 50 | ✓ | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Jackson Wealth Management, LLC 在 Q3 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 Q3 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 12-04-25 (9.3%)、MSFT (6.9%)、AVGO (5.6%)。其中最大持股仓位 B 0 12-04-25 占据整体投资组合约 9.3% 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 12-04-25
市值: US$9355.6万
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 Q3 2025 季度中，Jackson Wealth Management, LLC 共进行了 179 项持仓异动，包含新建仓 42 个仓位、加仓 48 个仓位、减仓 40 个仓位以及清仓 49 个仓位。 其中最大新建仓标的为 B 0 12-04-25。 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。