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: 0001831263
申报总市值
US$3.4亿
US$3.4亿
225 檔
23.0%
Q4 2025 季度申报显示，Jeppson Wealth Management, LLC 披露的美股组合总市值为 US$3.4亿，涵盖 225 个不同之权益投资仓位。
在 Q4 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 22 个仓位并完全清仓 9 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 23.0%，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 | 8.31% | +0.44% | -0.74% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.54% | -0.44% | -3.48% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.82% | +0.25% | -1.87% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工业 | 3.19% | -0.83% | -3.32% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.81% | -0.18% | -2.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.11% | +0.08% | -0.37% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.09% | -0.40% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -2.65% | EXIT | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.84% | +0.20% | -2.20% | |
| 10 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.72% | -0.08% | -0.47% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.56% | -0.10% | -0.55% | |
| 12 | T | At&t Inc | 股票-通信服务 | 1.53% | -0.57% | +3.07% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.18% | +0.05% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.42% | +0.17% | -3.57% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.40% | +0.56% | -0.77% | |
| 16 | AEP | American Electric Power | 股票-公用事业 | 1.31% | -0.03% | -0.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | +0.05% | -0.23% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.23% | -0.08% | -2.92% | |
| 19 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.20% | -0.30% | +5.56% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.14% | -0.14% | -2.29% | |
| 21 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.00% | -0.22% | -1.67% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.99% | -0.16% | -0.19% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.97% | -0.20% | +0.99% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.04% | -0.18% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | -0.06% | -4.87% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | +0.10% | -0.31% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.05% | +7.32% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | +0.24% | -0.16% | |
| 29 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.85% | -0.11% | +0.01% | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.85% | +0.01% | -1.88% | |
| 31 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.82% | +0.01% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.22% | -0.19% | |
| 33 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.74% | -0.04% | -1.28% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | +0.05% | — | |
| 35 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.73% | -0.12% | -1.24% | |
| 36 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.72% | +0.02% | -0.33% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.72% | -0.01% | -2.10% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.68% | +0.59% | -0.18% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.67% | — | -0.24% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.06% | -2.58% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | +0.05% | -0.07% | |
| 42 | SRE | Sempra | 股票-公用事业 | 0.64% | -0.08% | -0.44% | |
| 43 | SPG | Simon Property Group Inc | 股票-房地产 | 0.61% | +0.08% | -0.52% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.60% | -0.04% | -0.53% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.58% | -0.06% | -0.25% | |
| 46 | TSLA | Tesla Inc | 股票-周期性消费 | 0.56% | +0.02% | +4.84% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | -0.04% | -2.64% | |
| 48 | WELL | Welltower Inc | 股票-房地产 | 0.53% | +0.04% | -0.28% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.52% | +0.04% | +0.76% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | +0.04% | -3.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -0.74% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -2.20% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.4% | -3.57% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.31% | 减仓 |
| 5 | CAH | Cardinal Health Inc | +0.2% | — | 不变 |
| 6 | FCX | Freeport-mcmoran Inc | +0.2% | -1.88% | 减仓 |
| 7 | CSCO | Cisco Systems Inc | +0.1% | -0.77% | 减仓 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -0.24% | 减仓 |
| 9 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.28% | 减仓 |
| 10 | GLD | Spdr Gold Shares | +0.1% | +0.99% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | -0.37% | 减仓 |
| 12 | RTX | Rtx CORP | +0.1% | -2.29% | 减仓 |
| 13 | MU | Micron Technology Inc | +0.1% | -5.73% | 减仓 |
| 14 | DOW | Dow Inc | +0.1% | +75.85% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | -0.19% | 减仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +4.37% | 加仓 |
| 17 | ET | Energy Transfer LP | +0.1% | +64.52% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.05% | 加仓 |
| 19 | CMCSA | Comcast Corp-class A | -0.1% | -38.47% | 减仓 |
| 20 | PG | Procter & Gamble Co/the | -0.1% | -2.58% | 减仓 |
| 21 | NFLX | Netflix Inc | -0.1% | +910.12% | 加仓 |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | -0.18% | 减仓 |
| 23 | UBER | Uber Technologies Inc | -0.1% | -0.66% | 减仓 |
| 24 | NVDA | Nvidia CORP | -0.1% | -1.87% | 减仓 |
| 25 | VTIP | Vanguard Short-term Tips | -0.2% | -2.24% | 减仓 |
| 26 | T | At&t Inc | -0.2% | +3.07% | 加仓 |
| 27 | MSFT | Microsoft CORP | -0.2% | -0.40% | 减仓 |
| 28 | LMT | Lockheed Martin CORP | -0.3% | -3.32% | 减仓 |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | -0.3% | -3.48% | 减仓 |
| 30 | ORCL | Oracle CORP | -0.7% | -0.55% | 减仓 |
| 31 | UL | Unilever PLC | — | EXIT | 清仓 |
| 32 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 33 | ✓ | Cidara Therapeutics Inc Com New | — | EXIT | 清仓 |
| 34 | KEL | Kellanova | — | EXIT | 清仓 |
| 35 | STZ | Constellation Brands Inc-a | — | NEW | 新建仓 |
| 36 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清仓 |
| 37 | VICI | Vici Properties Inc | — | NEW | 新建仓 |
| 38 | HRL | Hormel Foods CORP | — | NEW | 新建仓 |
| 39 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建仓 |
| 40 | WBD | Warner Bros Discovery Inc | — | NEW | 新建仓 |
| 41 | AMCR | Amcor plc | — | EXIT | 清仓 |
| 42 | AMCR | Amcor plc | — | NEW | 新建仓 |
| 43 | TD | Toronto-dominion Bank | — | NEW | 新建仓 |
| 44 | AMAT | Applied Materials Inc | — | NEW | 新建仓 |
| 45 | HLT | Hilton Worldwide Holdings In | — | NEW | 新建仓 |
| 46 | SLVP | Ishares Msci Global Silver A | — | NEW | 新建仓 |
| 47 | FNV | Franco-nevada CORP | — | EXIT | 清仓 |
| 48 | XEL | Xcel Energy Inc | — | EXIT | 清仓 |
| 49 | FE | Firstenergy CORP | — | EXIT | 清仓 |
| 50 | VO | Vanguard Mid-cap ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jeppson Wealth Management, LLC 在 Q4 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 Q4 2025 季度，Jeppson Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (8.3%)、STIP (5.5%)、NVDA (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.3% 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
UL
市值: US$113.2万
本季最大获利了结 / 清仓标的
UL
前期市值: US$117.2万
在 Q4 2025 季度中，Jeppson Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 11 个仓位、加仓 7 个仓位、减仓 22 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。