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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002048486
申报总市值
US$1.8亿
US$1.8亿
65 檔
31.4%
根据最新整理的 13F 季度数据集，Jacksonville Wealth Management, LLC 于 Q2 2025 结束时的管理资产规模为 US$1.8亿。该机构在本季度申报了 65 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025 期间，Jacksonville Wealth Management, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Jacksonville Wealth Management, LLC 的前 5 大核心持股（包含 SPY, NVDA, QQQ 等）合计占整体申报市值的 31.4%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.70% | +0.14% | +7.67% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.04% | -0.52% | +1.46% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.72% | +0.93% | +8.76% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.74% | -0.20% | +11.60% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 7.35% | -0.01% | +12.08% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.38% | +0.25% | +8.55% | |
| 7 | AXON | Axon Enterprise Inc | 股票-工业 | 3.14% | +0.18% | -2.76% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.01% | -0.18% | -0.28% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.89% | +0.14% | +9.59% | |
| 10 | DE | Deere & Co | 股票-工业 | 2.47% | -0.15% | +0.83% | |
| 11 | NFLX | Netflix Inc | 股票-通信服务 | 2.44% | -0.55% | -0.79% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.15% | -0.08% | +11.12% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.11% | -0.04% | +5.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.24% | +4.37% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.89% | -0.15% | +9.96% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.84% | -0.08% | -37.79% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.75% | -0.37% | -0.30% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.62% | +0.09% | +4.96% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | -0.20% | +0.27% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.49% | +0.11% | +5.20% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.30% | +0.48% | -1.27% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.30% | +0.18% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.08% | -0.16% | -2.28% | |
| 24 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.94% | +0.03% | -2.61% | |
| 25 | FTNT | Fortinet Inc | 股票-科技 | 0.92% | +0.31% | -3.38% | |
| 26 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.91% | -0.09% | +34.97% | |
| 27 | WM | Waste Management Inc | 股票-工业 | 0.78% | -0.14% | +0.14% | |
| 28 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.77% | -0.13% | -1.52% | |
| 29 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.73% | -0.12% | +2.67% | |
| 30 | PAYX | Paychex Inc | 股票-科技 | 0.69% | -0.06% | +0.30% | |
| 31 | AFL | Aflac Inc | 股票-金融 | 0.69% | -0.06% | — | |
| 32 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.66% | -0.03% | -1.52% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.64% | -0.15% | +6.33% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.63% | +0.25% | +5.61% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +0.91% | +2.31% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | -0.05% | -2.66% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.52% | -0.03% | -2.15% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.46% | -0.06% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.01% | — | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | -0.10% | +3.13% | |
| 41 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.41% | -0.08% | -3.39% | |
| 42 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | -0.02% | — | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.39% | — | — | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | -0.06% | +7.21% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | -0.01% | +0.07% | |
| 46 | PAYC | Paycom Software Inc | 股票-科技 | 0.33% | — | -2.72% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.32% | — | -1.76% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.32% | -0.02% | +4.07% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | -0.03% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.31% | +0.01% | +16.58% |
根据 SEC 官方 Form 13F 申报备案，Jacksonville Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 65 个公开持股仓位。
在 Q2 2025 季度，Jacksonville Wealth Management, LLC 按市值排列的前三大核心持股分别为：SPY (11.7%)、NVDA (9.0%)、QQQ (8.7%)。其中最大持股仓位 SPY 占据整体投资组合约 11.7% 的权重。
在 Q2 2025 季度中，Jacksonville Wealth Management, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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。
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。