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: 0001831263
申报总市值
US$3.4亿
US$3.4亿
225 檔
23.2%
在 Q3 2025 的 13F 官方备案中，Jeppson Wealth Management, LLC 管理的美股投资组合规模来到 US$3.4亿，整体持股档数为 225 档。
在 Q3 2025，Jeppson 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 32 个仓位并完全清仓 2 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，Jeppson Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, STIP, NVDA 等）合计占整体申报市值的 23.2%，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 225 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 | AAPL | Apple Inc | 股票-科技 | 7.90% | +0.44% | -0.86% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.83% | -0.44% | -3.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.95% | +0.25% | -0.20% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工业 | 3.44% | -0.83% | -0.99% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.97% | -0.18% | +4.65% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 2.28% | -0.10% | -3.63% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.09% | +0.11% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -2.65% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.03% | +0.08% | -1.36% | |
| 10 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.76% | -0.08% | +0.19% | |
| 11 | T | At&t Inc | 股票-通信服务 | 1.70% | -0.57% | -2.35% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.47% | +0.20% | -0.57% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.18% | -0.93% | |
| 14 | AEP | American Electric Power | 股票-公用事业 | 1.29% | -0.03% | -1.10% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | +0.05% | -0.40% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | +0.56% | -1.34% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.23% | -0.30% | +0.95% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.18% | -0.08% | -0.96% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 1.07% | -0.14% | -0.64% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.06% | +0.17% | -4.43% | |
| 21 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.98% | -0.22% | -0.63% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.93% | -0.16% | -1.08% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.05% | -0.54% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | +0.04% | -2.77% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | -0.06% | +0.13% | |
| 26 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.88% | -0.11% | -0.24% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.87% | -0.20% | +2.69% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.84% | +0.24% | -0.89% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.22% | +0.10% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.59% | +0.15% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | +0.05% | -1.76% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | +0.10% | -0.05% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.06% | -1.14% | |
| 34 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.70% | +0.02% | -0.31% | |
| 35 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.67% | -0.12% | -2.47% | |
| 36 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.67% | +0.01% | +2.90% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.01% | -0.36% | |
| 38 | SRE | Sempra | 股票-公用事业 | 0.66% | -0.08% | -0.87% | |
| 39 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.63% | +0.01% | -0.82% | |
| 40 | SPG | Simon Property Group Inc | 股票-房地产 | 0.63% | +0.08% | -2.55% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.63% | -0.04% | -0.55% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.62% | -0.06% | -1.97% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | +0.05% | -0.95% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.58% | -0.04% | -0.07% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.58% | -0.04% | -1.38% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.54% | — | -3.59% | |
| 47 | CG | Carlyle Group Inc/the | 股票-金融 | 0.53% | -0.09% | -0.76% | |
| 48 | TSLA | Tesla Inc | 股票-周期性消费 | 0.53% | +0.02% | -1.98% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.52% | -0.03% | -0.70% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | +0.04% | +8.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -0.20% | 减仓 |
| 2 | ORCL | Oracle CORP | +0.9% | -3.63% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.6% | -0.93% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.57% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.3% | +0.11% | 减仓 |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | -0.96% | 减仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.05% | 加仓 |
| 8 | WPM | Wheaton Precious Metals CORP | +0.2% | -0.63% | 减仓 |
| 9 | TSLA | Tesla Inc | +0.2% | -1.98% | 减仓 |
| 10 | GLW | Corning Inc | +0.1% | -2.96% | 减仓 |
| 11 | SCCO | Southern Copper CORP | +0.1% | -4.23% | 加仓 |
| 12 | RTX | Rtx CORP | +0.1% | -0.64% | 减仓 |
| 13 | CG | Carlyle Group Inc/the | +0.1% | -0.76% | 减仓 |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +8.10% | 加仓 |
| 15 | C | Citigroup Inc | +0.1% | +0.13% | 加仓 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +2.69% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | -2.77% | 加仓 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -2.82% | 减仓 |
| 19 | COIN | Coinbase Global Inc -class A | +0.1% | -1.53% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.40% | 减仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -0.54% | 减仓 |
| 22 | SPG | Simon Property Group Inc | +0.1% | -2.55% | 加仓 |
| 23 | SRE | Sempra | +0.1% | -0.87% | 减仓 |
| 24 | UBER | Uber Technologies Inc | +0.1% | +0.26% | 减仓 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.13% | 加仓 |
| 26 | VB | Vanguard Small-cap ETF | 0% | -0.32% | 加仓 |
| 27 | PANW | Palo Alto Networks Inc | 0% | +0.15% | 减仓 |
| 28 | SCHW | Schwab (charles) CORP | 0% | -1.38% | 减仓 |
| 29 | DIS | Walt Disney Co/the | 0% | +0.19% | 减仓 |
| 30 | WFC | Wells Fargo & Co | — | -0.36% | 减仓 |
| 31 | WMT | Walmart Inc | 0% | -1.08% | 减仓 |
| 32 | AMZN | Amazon.com Inc | 0% | -1.36% | 减仓 |
| 33 | JNJ | Johnson & Johnson | 0% | +0.13% | 减仓 |
| 34 | CSCO | Cisco Systems Inc | -0.1% | -1.34% | 减仓 |
| 35 | AAPL | Apple Inc | -0.1% | -0.86% | 减仓 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | -0.99% | 减仓 |
| 37 | VTIP | Vanguard Short-term Tips | -0.2% | +4.65% | 加仓 |
| 38 | DOW | Dow Inc | -0.2% | -34.74% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -3.59% | 减仓 |
| 40 | KHC | Kraft Heinz Co/the | -0.3% | -4.94% | 减仓 |
| 41 | OXY | Occidental Petroleum CORP | -0.3% | -2.33% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.4% | -4.43% | 减仓 |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | -1.1% | -3.00% | 减仓 |
| 44 | ✓ | Cidara Therapeutics Inc Com New | — | NEW | 新建仓 |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 47 | SLB | Slb LTD | — | EXIT | 清仓 |
| 48 | ET | Energy Transfer LP | — | NEW | 新建仓 |
| 49 | DEO | Diageo Plc-sponsored Adr | — | NEW | 新建仓 |
| 50 | 0VVB | Paramount Global-class B | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jeppson Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.4亿，共申报了 225 个公开持股仓位。
在 Q3 2025 季度，Jeppson Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (7.9%)、STIP (5.8%)、NVDA (5.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.9% 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
CIDARA THERAPEUTICS INC COM NEW
市值: US$58.9万
本季最大获利了结 / 清仓标的
SLB
前期市值: US$37.6万
在 Q3 2025 季度中，Jeppson Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 11 个仓位、减仓 32 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CIDARA THERAPEUTICS INC COM NEW。 本季清仓仓位包含 SLB。
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。