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: 0001748278
申报总市值
US$11.1亿
US$11.1亿
178 檔
15.4%
根据最新整理的 13F 季度数据集，JGP Wealth Management, LLC 于 Q3 2024 结束时的管理资产规模为 US$11.1亿。该机构在本季度申报了 178 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，JGP Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 35 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，JGP Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, IVV, KLAC 等）合计占整体申报市值的 15.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
ADSK
市值: US$89.9万
本季最大获利了结 / 清仓标的
KLAC
前期市值: US$3329.8万
| # | 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 | 6.60% | -0.06% | +5.24% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.24% | +1.58% | +18.79% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 3.98% | +3.56% | -1.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | -0.35% | +1.47% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.28% | +0.11% | +2.62% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | -0.07% | -0.59% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.44% | -0.07% | -0.29% | |
| 8 | PNC | Pnc Financial Services Group | 股票-金融 | 2.40% | +0.04% | +0.06% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 2.25% | +0.21% | +1.68% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.20% | -0.19% | +2.67% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 2.19% | -0.14% | +1.00% | |
| 12 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.97% | -0.11% | -0.71% | |
| 13 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.96% | -0.67% | -0.68% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.91% | -0.25% | -0.48% | |
| 15 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.88% | -0.10% | +0.26% | |
| 16 | GWW | Ww Grainger Inc | 股票-工业 | 1.88% | +0.13% | +0.33% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.87% | -0.23% | -0.27% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 1.82% | -0.66% | EXIT | |
| 19 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.75% | -0.15% | +2.01% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | -0.09% | -10.41% | |
| 21 | PAYX | Paychex Inc | 股票-科技 | 1.64% | -0.03% | +0.10% | |
| 22 | ICE | Intercontinental Exchange In | 股票-金融 | 1.61% | -0.27% | +0.60% | |
| 23 | POOL | Pool CORP | 股票-工业 | 1.57% | — | -8.96% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 1.46% | -0.19% | -0.52% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.46% | -0.06% | -0.29% | |
| 26 | CDW | Cdw Corp/de | 股票-科技 | 1.42% | — | +5.64% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.38% | +0.04% | +2.20% | |
| 28 | ITW | Illinois Tool Works | 股票-工业 | 1.38% | -0.11% | +1.06% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.35% | -0.18% | +1.83% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 1.34% | -0.32% | +0.04% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.34% | -0.40% | +2.58% | |
| 32 | LHX | L3harris Technologies Inc | 股票-工业 | 1.33% | -0.38% | +0.46% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.30% | — | +3.07% | |
| 34 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.23% | -0.35% | -0.69% | |
| 35 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.23% | -0.25% | +2.39% | |
| 36 | FDS | Factset Research Systems Inc | 股票-金融 | 1.22% | -0.01% | +1.05% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.22% | — | -6.37% | |
| 38 | SCI | Service CORP International | 股票-周期性消费 | 1.18% | -0.15% | +1.46% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.13% | -0.08% | +1.36% | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.98% | -0.16% | +2.46% | |
| 41 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.97% | -0.03% | +1.14% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.95% | -0.08% | +3.55% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.71% | -0.09% | +2.10% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | -0.04% | -0.39% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | -0.03% | +0.88% | |
| 46 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.54% | +0.01% | +4.52% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | -0.02% | +3.00% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.49% | -0.05% | -1.32% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.45% | — | -1.21% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.44% | -0.06% | -1.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | +18.79% | 加仓 |
| 2 | AAPL | Apple Inc | +0.3% | +5.24% | 加仓 |
| 3 | LEN | Lennar Corp-a | +0.2% | +0.26% | 加仓 |
| 4 | LOW | Lowe's Cos Inc | +0.2% | -0.27% | 减仓 |
| 5 | AFL | Aflac Inc | +0.2% | -0.29% | 减仓 |
| 6 | PNC | Pnc Financial Services Group | +0.2% | +0.06% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.1% | -0.48% | 减仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +213.37% | 加仓 |
| 9 | ADSK | Autodesk Inc | +0.1% | NEW | 新建仓 |
| 10 | ADP | Automatic Data Processing | +0.1% | -0.29% | 减仓 |
| 11 | RTX | Rtx CORP | +0.1% | -0.52% | 减仓 |
| 12 | APD | Air Products & Chemicals Inc | +0.1% | +2.01% | 加仓 |
| 13 | ICE | Intercontinental Exchange In | +0.1% | +0.60% | 加仓 |
| 14 | NKE | Nike Inc -cl B | +0.1% | +2.39% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | +0.04% | 加仓 |
| 16 | GWW | Ww Grainger Inc | +0.1% | +0.33% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +58.09% | 加仓 |
| 18 | MDT | Medtronic plc | +0.1% | +3.55% | 加仓 |
| 19 | PSA | Public Storage | +0.1% | -0.60% | 减仓 |
| 20 | PAYX | Paychex Inc | 0% | +0.10% | 加仓 |
| 21 | DVY | Ishares Select Dividend ETF | 0% | +1.83% | 加仓 |
| 22 | FDS | Factset Research Systems Inc | 0% | +1.05% | 加仓 |
| 23 | HD | Home Depot Inc | 0% | +0.88% | 加仓 |
| 24 | ORCL | Oracle CORP | 0% | +2.73% | 加仓 |
| 25 | DGX | Quest Diagnostics Inc | 0% | -0.71% | 减仓 |
| 26 | LMT | Lockheed Martin CORP | 0% | -1.56% | 减仓 |
| 27 | MCD | Mcdonald's CORP | 0% | +0.43% | 加仓 |
| 28 | ABT | Abbott Laboratories | 0% | +2.58% | 加仓 |
| 29 | ITW | Illinois Tool Works | 0% | +1.06% | 加仓 |
| 30 | SCI | Service CORP International | 0% | +1.46% | 加仓 |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | +10.70% | 加仓 |
| 32 | DGRO | Ishares Core Dividend Growth | 0% | +2.67% | 加仓 |
| 33 | POOL | Pool CORP | 0% | -8.96% | 减仓 |
| 34 | ABBV | Abbvie Inc | 0% | -1.21% | 减仓 |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | — | +3.07% | 加仓 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | — | +3.00% | 加仓 |
| 37 | DFEM | Dimensional Emrg Mrkt Core | 0% | +2.20% | 加仓 |
| 38 | CDW | Cdw Corp/de | -0.1% | +5.64% | 加仓 |
| 39 | LHX | L3harris Technologies Inc | -0.1% | +0.46% | 加仓 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +1.36% | 加仓 |
| 41 | PEP | Pepsico Inc | -0.1% | +2.46% | 加仓 |
| 42 | JKHY | Jack Henry & Associates Inc | -0.1% | -0.69% | 减仓 |
| 43 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +2.62% | 加仓 |
| 44 | TSCO | Tractor Supply Company | -0.1% | -0.68% | 减仓 |
| 45 | AMGN | Amgen Inc | -0.1% | +1.00% | 加仓 |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -0.59% | 减仓 |
| 47 | ADI | Analog Devices Inc | -0.2% | +1.68% | 加仓 |
| 48 | INTU | Intuit Inc | -0.3% | +1.19% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.5% | +1.47% | 加仓 |
| 50 | KLAC | Kla CORP | -0.8% | -1.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，JGP Wealth Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$11.1亿，共申报了 178 个公开持股仓位。
在 Q3 2024 季度，JGP Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (6.6%)、IVV (4.2%)、KLAC (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.6% 的权重。
在 Q3 2024 季度中，JGP Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 35 个仓位、减仓 14 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ADSK。
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。