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
209 檔
14.6%
根据最新整理的 13F 季度数据集，Jamison Private Wealth Management, Inc. 于 Q3 2025 结束时的管理资产规模为 US$9.9亿。该机构在本季度申报了 209 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Jamison Private Wealth Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 41 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
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 NVDA, AAPL, MSFT 等）合计占整体申报市值的 14.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 209 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 4.50% | -0.14% | -2.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.34% | +0.02% | +14.94% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | -0.35% | -0.23% | |
| 4 | VMC | Vulcan Materials Co | 股票-原材料 | 3.06% | -0.25% | -2.66% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.22% | -0.12% | +2.09% | |
| 6 | BX | Blackstone Inc | 股票-金融 | 2.09% | -0.19% | +1.22% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 2.07% | -0.18% | +5.66% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.06% | -0.34% | +82.10% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 2.05% | +0.68% | +0.29% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.03% | +0.04% | +0.49% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.02% | +0.19% | +0.07% | |
| 12 | WM | Waste Management Inc | 股票-工业 | 1.86% | -0.35% | +0.49% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.81% | -0.10% | +2.49% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | -0.04% | +1.44% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.74% | -0.04% | +0.33% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.73% | -0.03% | +5.16% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.59% | +1.90% | +0.71% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.58% | +0.06% | +2.28% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | -0.08% | -1.02% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.57% | -0.27% | +1.46% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 1.55% | -0.26% | +1.82% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.35% | -0.17% | +2.27% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.33% | -0.37% | +1.16% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.31% | +0.01% | +3.48% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 1.28% | -0.02% | +4.49% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.07% | +0.66% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.23% | +0.21% | +0.72% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.20% | -0.27% | +1.05% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.19% | -0.42% | +4.14% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.13% | -0.14% | +2.29% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | -0.08% | +3.31% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.40% | +6.83% | |
| 33 | SCCO | Southern Copper CORP | 股票-原材料 | 1.07% | -0.15% | +1.85% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.14% | +4.19% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.98% | -0.15% | +4.09% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.95% | -0.22% | +3.38% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.94% | +1.60% | +4.39% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.87% | -0.11% | +3.77% | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +0.58% | +1.92% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.85% | -0.07% | +4.93% | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.83% | +0.75% | +2.16% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.81% | -0.15% | +4.32% | |
| 43 | PAYX | Paychex Inc | 股票-科技 | 0.79% | -0.08% | +0.18% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.36% | +2.58% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.76% | -0.08% | -0.22% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | -0.03% | +3.95% | |
| 47 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.71% | -0.11% | +4.76% | |
| 48 | SPG | Simon Property Group Inc | 股票-房地产 | 0.69% | +0.05% | +6.70% | |
| 49 | KKR | Kkr & Co Inc | 股票-金融 | 0.59% | -0.06% | +3.34% | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.59% | -0.20% | +3.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -2.28% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.8% | +0.49% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.5% | -0.23% | 减仓 |
| 4 | TSLA | Tesla Inc | +0.4% | +4.49% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +2.28% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.4% | +0.29% | 加仓 |
| 7 | SPG | Simon Property Group Inc | +0.3% | +6.70% | 加仓 |
| 8 | AMD | Advanced Micro Devices | +0.3% | +4.39% | 加仓 |
| 9 | GS | Goldman Sachs Group Inc | +0.3% | +3.48% | 加仓 |
| 10 | GLW | Corning Inc | +0.3% | +2.16% | 加仓 |
| 11 | AMAT | Applied Materials Inc | +0.3% | +0.71% | 加仓 |
| 12 | VMC | Vulcan Materials Co | +0.2% | -2.66% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +2.09% | 加仓 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | +25.26% | 加仓 |
| 15 | SCCO | Southern Copper CORP | +0.1% | +1.85% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +2.27% | 加仓 |
| 17 | GE | General Electric | +0.1% | +6.42% | 加仓 |
| 18 | PI | Impinj Inc | +0.1% | +23.91% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | +3.33% | 加仓 |
| 20 | BX | Blackstone Inc | +0.1% | +1.22% | 加仓 |
| 21 | CEG | Constellation Energy | +0.1% | -0.93% | 减仓 |
| 22 | ASML | ASML Holding N.V. | +0.1% | +16.75% | 加仓 |
| 23 | BAC | Bank Of America CORP | +0.1% | +0.33% | 加仓 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +10.91% | 加仓 |
| 25 | BLK | Blackrock Inc | +0.1% | +3.77% | 加仓 |
| 26 | NSC | Norfolk Southern CORP | +0.1% | -0.22% | 加仓 |
| 27 | SLV | Ishares Silver Trust | +0.1% | — | 不变 |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +1.46% | 加仓 |
| 29 | DLR | Digital Realty Trust Inc | +0.1% | +4.76% | 加仓 |
| 30 | GD | General Dynamics CORP | +0.1% | +7.98% | 加仓 |
| 31 | MELI | Mercadolibre Inc | 0% | +7.74% | 加仓 |
| 32 | BN | Brookfield CORP | 0% | +304.26% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | 0% | +1.92% | 加仓 |
| 34 | WMT | Walmart Inc | 0% | +3.38% | 加仓 |
| 35 | IVV | Ishares Core S&p 500 ETF | — | +3.95% | 加仓 |
| 36 | AMZN | Amazon.com Inc | 0% | +1.44% | 加仓 |
| 37 | LMT | Lockheed Martin CORP | 0% | +4.14% | 加仓 |
| 38 | TFC | Truist Financial CORP | -0.1% | +4.93% | 加仓 |
| 39 | ABBV | Abbvie Inc | -0.1% | +5.16% | 加仓 |
| 40 | QCOM | Qualcomm Inc | -0.1% | +0.72% | 加仓 |
| 41 | HD | Home Depot Inc | -0.1% | +2.49% | 加仓 |
| 42 | JNJ | Johnson & Johnson | -0.2% | +82.10% | 加仓 |
| 43 | AAPL | Apple Inc | -0.2% | +14.94% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -0.3% | +4.19% | 加仓 |
| 45 | PAYX | Paychex Inc | -0.4% | +0.18% | 加仓 |
| 46 | WM | Waste Management Inc | -0.5% | +0.49% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.6% | +0.07% | 加仓 |
| 48 | UPS | United Parcel Service-cl B | -1% | +5.66% | 加仓 |
| 49 | SJM | Jm Smucker Co/the | — | EXIT | 清仓 |
| 50 | LULU | Lululemon Athletica Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jamison Private Wealth Management, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$9.9亿，共申报了 209 个公开持股仓位。
在 Q3 2025 季度，Jamison Private Wealth Management, Inc. 按市值排列的前三大核心持股分别为：NVDA (4.5%)、AAPL (4.3%)、MSFT (4.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.5% 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。
本季最大获利了结 / 清仓标的
SJM
前期市值: US$248.0万
在 Q3 2025 季度中，Jamison Private Wealth Management, Inc. 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 41 个仓位、减仓 6 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 SJM。
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。