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
180 檔
17.0%
JGP Wealth Management, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$11.1亿，分散于 180 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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 3 个新仓位，并对 35 个既有持股进行加仓（合计增持 38 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, MSFT 等）合计占整体申报市值的 17.0%，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 | AAPL | Apple Inc | 股票-科技 | 7.16% | -0.06% | +0.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.51% | +1.58% | +49.90% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.35% | +1.81% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.55% | +0.11% | +5.23% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 3.31% | +3.56% | +1.87% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | -0.07% | +0.69% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.60% | -0.07% | +0.59% | |
| 8 | PNC | Pnc Financial Services Group | 股票-金融 | 2.52% | +0.04% | +0.30% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.22% | -0.19% | +2.50% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 2.15% | +0.21% | +2.69% | |
| 11 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.95% | -0.11% | +1.42% | |
| 12 | GWW | Ww Grainger Inc | 股票-工业 | 1.92% | +0.13% | +0.13% | |
| 13 | INTU | Intuit Inc | 股票-科技 | 1.89% | -0.66% | EXIT | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.84% | -0.14% | +3.05% | |
| 15 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.80% | -0.67% | +402.70% | |
| 16 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.74% | -0.15% | +1.44% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 1.73% | -0.03% | +0.65% | |
| 18 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.72% | -0.23% | +0.24% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.65% | -0.25% | +1.33% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.52% | -0.32% | +0.72% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.51% | -0.27% | +1.06% | |
| 22 | POOL | Pool CORP | 股票-工业 | 1.50% | — | +4.89% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 1.41% | -0.19% | +0.54% | |
| 24 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.40% | -0.10% | +1.68% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.37% | -0.06% | +1.43% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.36% | -0.18% | +2.97% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 1.35% | -0.11% | +1.14% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.35% | -0.40% | +1.52% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.30% | +0.04% | +0.51% | |
| 30 | FDS | Factset Research Systems Inc | 股票-金融 | 1.29% | -0.01% | +1.29% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | -0.09% | -13.39% | |
| 32 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.24% | -0.35% | +1.23% | |
| 33 | SCI | Service CORP International | 股票-周期性消费 | 1.21% | -0.15% | +1.22% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工业 | 1.19% | -0.38% | +1.00% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.13% | — | -5.16% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.08% | +2.00% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.09% | — | -0.81% | |
| 38 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.05% | -0.25% | -0.85% | |
| 39 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.99% | -0.03% | +1.76% | |
| 40 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.74% | -0.09% | +5.82% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.16% | -16.08% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.73% | -0.08% | -14.12% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.66% | +0.01% | +3.50% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.04% | +0.76% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | -0.03% | +1.04% | |
| 46 | PPG | Ppg Industries Inc | 股票-原材料 | 0.52% | -0.01% | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | -0.02% | +7.08% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.49% | -0.05% | +0.35% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.07% | -0.08% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.43% | -0.06% | -1.99% |
| # | 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 | +2.3% | +49.90% | 加仓 |
| 2 | AAPL | Apple Inc | +0.6% | +0.65% | 加仓 |
| 3 | PPG | Ppg Industries Inc | +0.5% | NEW | 新建仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +0.69% | 加仓 |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +5.23% | 加仓 |
| 6 | WMT | Walmart Inc | +0.2% | +0.72% | 加仓 |
| 7 | ADP | Automatic Data Processing | +0.2% | +0.59% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +3.50% | 加仓 |
| 9 | PNC | Pnc Financial Services Group | +0.1% | +0.30% | 加仓 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +65.37% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +88.75% | 加仓 |
| 12 | PAYX | Paychex Inc | +0.1% | +0.65% | 加仓 |
| 13 | TSLA | Tesla Inc | +0.1% | +3.82% | 加仓 |
| 14 | FDS | Factset Research Systems Inc | +0.1% | +1.29% | 加仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.76% | 加仓 |
| 16 | INTU | Intuit Inc | +0.1% | +2.10% | 加仓 |
| 17 | IQLT | Ishares Msci International Q | +0.1% | NEW | 新建仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.98% | 加仓 |
| 19 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建仓 |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +47.75% | 加仓 |
| 21 | PLTR | Palantir Technologies Inc-a | 0% | +13.91% | 加仓 |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +45.63% | 加仓 |
| 23 | LRCXEUR | Lam Research CORP | 0% | EXIT | 清仓 |
| 24 | OMC | Omnicom Group | 0% | +2.40% | 加仓 |
| 25 | RTX | Rtx CORP | -0.1% | +0.54% | 加仓 |
| 26 | ADSK | Autodesk Inc | -0.1% | -46.37% | 减仓 |
| 27 | LMT | Lockheed Martin CORP | -0.1% | +1.56% | 加仓 |
| 28 | PSA | Public Storage | -0.1% | +1.70% | 加仓 |
| 29 | POOL | Pool CORP | -0.1% | +4.89% | 加仓 |
| 30 | TGT | Target CORP | -0.1% | -10.16% | 减仓 |
| 31 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | +0.51% | 加仓 |
| 32 | PFE | Pfizer Inc | -0.1% | -32.84% | 减仓 |
| 33 | AFL | Aflac Inc | -0.1% | +1.43% | 加仓 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | EXIT | 清仓 |
| 35 | ADI | Analog Devices Inc | -0.1% | +2.69% | 加仓 |
| 36 | ICE | Intercontinental Exchange In | -0.1% | +1.06% | 加仓 |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -0.81% | 减仓 |
| 38 | LHX | L3harris Technologies Inc | -0.1% | +1.00% | 加仓 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | +0.24% | 加仓 |
| 40 | TSCO | Tractor Supply Company | -0.2% | +402.70% | 加仓 |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | -5.16% | 减仓 |
| 42 | NKE | Nike Inc -cl B | -0.2% | -0.85% | 减仓 |
| 43 | MDT | Medtronic plc | -0.2% | -14.12% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.2% | -16.08% | 减仓 |
| 45 | NEE | Nextera Energy Inc | -0.3% | +1.33% | 加仓 |
| 46 | AMGN | Amgen Inc | -0.4% | +3.05% | 加仓 |
| 47 | JNJ | Johnson & Johnson | -0.4% | -13.39% | 减仓 |
| 48 | LEN | Lennar Corp-a | -0.5% | +1.68% | 加仓 |
| 49 | KLAC | Kla CORP | -0.7% | +1.87% | 加仓 |
| 50 | CDW | Cdw Corp/de | -1.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，JGP Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$11.1亿，共申报了 180 个公开持股仓位。
在 Q4 2024 季度，JGP Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (7.2%)、IVV (6.5%)、MSFT (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.2% 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
PPG
市值: US$405.0万
本季最大获利了结 / 清仓标的
CDW
前期市值: US$1104.3万
在 Q4 2024 季度中，JGP Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 35 个仓位、减仓 9 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 PPG。 本季清仓仓位包含 CDW。
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。