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: 0002006637
申报总市值
US$9.9亿
US$9.9亿
197 檔
12.8%
Jamison Private Wealth Management, Inc. 在 Q2 2025 季度的美股仓位总计估值为 US$9.9亿，分散于 197 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Jamison Private Wealth Management, Inc. 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，Jamison Private Wealth Management, Inc. 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 12.8%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | -0.35% | +0.16% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.42% | -0.14% | +1.61% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.44% | +0.02% | -13.56% | |
| 4 | VMC | Vulcan Materials Co | 股票-原材料 | 3.02% | -0.25% | -0.09% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 2.68% | -0.18% | +0.84% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.34% | +0.19% | +0.02% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | -0.12% | +0.58% | |
| 8 | WM | Waste Management Inc | 股票-工业 | 2.18% | -0.35% | -1.13% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.05% | -0.19% | +1.35% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.97% | -0.04% | +1.47% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | +0.04% | +2.15% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.89% | +0.68% | +1.77% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.87% | -0.08% | +0.22% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.81% | -0.10% | -0.12% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.81% | -0.04% | +1.06% | |
| 16 | SO | Southern Co/the | 股票-公用事业 | 1.67% | -0.26% | -0.64% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.67% | -0.27% | +0.24% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 1.60% | +1.90% | +0.78% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.51% | -0.17% | +1.26% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.49% | -0.03% | -2.46% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.44% | -0.27% | -0.01% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.43% | -0.37% | +0.21% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.07% | +0.41% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.34% | -0.14% | -1.36% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.33% | +0.21% | +2.21% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.29% | -0.08% | -0.69% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | +0.01% | +2.52% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | +0.06% | +0.68% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.20% | -0.42% | +0.99% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | -0.14% | -3.56% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.40% | +1.17% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | -0.34% | -44.96% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 1.05% | -0.15% | +2.42% | |
| 34 | PAYX | Paychex Inc | 股票-科技 | 1.03% | -0.08% | +1.92% | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 1.00% | -0.02% | +2.14% | |
| 36 | SCCO | Southern Copper CORP | 股票-原材料 | 0.99% | -0.15% | +2.27% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.99% | -0.22% | +0.42% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.97% | +0.58% | +0.47% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.90% | +1.60% | +7.15% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.87% | -0.07% | -1.59% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.86% | -0.11% | +1.55% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.84% | -0.15% | -1.26% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | -0.36% | -0.72% | |
| 44 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.77% | -0.11% | +1.70% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.74% | -0.08% | +3.80% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.03% | -1.89% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.72% | -0.20% | +5.72% | |
| 48 | KKR | Kkr & Co Inc | 股票-金融 | 0.66% | -0.06% | -0.32% | |
| 49 | SPG | Simon Property Group Inc | 股票-房地产 | 0.63% | +0.05% | +91.06% | |
| 50 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.62% | -0.04% | +4.80% |
根据 SEC 官方 Form 13F 申报备案，Jamison Private Wealth Management, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$9.9亿，共申报了 197 个公开持股仓位。
在 Q2 2025 季度，Jamison Private Wealth Management, Inc. 按市值排列的前三大核心持股分别为：MSFT (4.6%)、NVDA (4.4%)、AAPL (3.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.6% 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。
在 Q2 2025 季度中，Jamison Private Wealth Management, Inc. 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。
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。