JP
Jamison Private Wealth Management, INC.
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$8.2亿
申报季度: 2026-03-31 · 持股只数: 214
JAMISON PRIVATE WEALTH MANAGEMENT, INC.在最新一期 13F 报告中披露了 214 项持股，申报期为 2026-03-31，总持股市值约为 US$8.2亿，季度换手率为 14.4%。
机构性格雪花图
- 集中度
- 6.03
- 持仓稳定性
- 14.39
- 动能／逆势
- 100
- 行业集中度
- 50.97
- 多样化
- 100
- 仓位均衡度
- 85.04
近期动向
减仓 MSFT
+0.6% -US$712.3万
加仓 AMAT
+0.0% US$522.4万
加仓 CAT
-2.4% US$401.5万
加仓 GLW
+1.2% US$400.9万
减仓 LLY
-3.9% -US$394.4万
减仓 BX
+2.8% -US$350.7万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 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 | 4.13% | -0.30% | -0.34% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.92% | -0.33% | -1.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.87% | +0.62% | |
| 4 | CAT | Caterpillar INC | 股票-工业 | 2.84% | +0.49% | -2.36% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.62% | +0.41% | +0.61% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 2.56% | +0.64% | +0.02% | |
| 7 | VMC | Vulcan Materials Co | 股票-原材料 | 2.55% | -0.15% | -0.85% | |
| 8 | UPS | United Parcel Service-cl B | 股票-工业 | 2.39% | — | +0.66% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.23% | -0.47% | -3.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.17% | +0.93% | |
| 11 | WM | Waste Management INC | 股票-工业 | 1.86% | +0.08% | +0.27% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.86% | -0.18% | +1.80% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.80% | -0.16% | -0.06% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.68% | -0.13% | +3.09% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.59% | -0.19% | +0.48% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.57% | — | +0.80% | |
| 17 | SO | Southern Co/the | 股票-公用事业 | 1.56% | +0.18% | +1.73% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.50% | -0.08% | +0.96% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.47% | +0.41% | +1.84% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.45% | — | +1.24% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 1.41% | +0.29% | +0.38% | |
| 22 | BX | Blackstone INC | 股票-金融 | 1.40% | -0.43% | +2.82% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 1.38% | — | +1.26% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.36% | — | +1.29% | |
| 25 | GLW | Corning INC | 股票-科技 | 1.34% | +0.49% | +1.25% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | -0.24% | -2.17% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | +0.19% | +1.17% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.28% | +0.12% | +0.92% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | — | +2.77% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 1.20% | +0.10% | +1.69% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 1.16% | — | +1.02% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.35% | +1.65% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 1.12% | +0.13% | +1.60% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 1.08% | -0.19% | +2.29% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | -0.12% | +3.29% | |
| 36 | SCCO | Southern Copper CORP | 股票-原材料 | 1.05% | -0.18% | -28.36% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.96% | -0.27% | +4.11% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +0.01% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 0.85% | +0.11% | +2.46% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.82% | — | -0.13% | |
| 41 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.80% | — | +0.63% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.76% | -0.20% | -0.21% | |
| 43 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.73% | +0.12% | +2.35% | |
| 44 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.72% | +0.13% | +0.60% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | +2.85% | |
| 46 | BLK | Blackrock INC | 股票-金融 | 0.72% | — | +2.60% | |
| 47 | PANW | Palo Alto Networks INC | 股票-科技 | 0.71% | — | +5.69% | |
| 48 | NSC | Norfolk Southern CORP | 股票-工业 | 0.69% | — | -0.44% | |
| 49 | SPG | Simon Property Group INC | 股票-房地产 | 0.69% | — | +1.55% | |
| 50 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.67% | — | +0.68% |
1–50 of 214
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 214 | US$8.2亿 | 14 | |
| 2025-12-31 | 210 | US$8.2亿 | 10 | |
| 2025-09-30 | 209 | US$7.9亿 | 23 | |
| 2025-06-30 | 197 | US$7.0亿 | 0 | |
| 2025-03-31 | 195 | US$6.6亿 | 0 | |
| 2024-12-31 | 205 | US$6.8亿 | 0 | |
| 2024-09-30 | 501 | US$6.6亿 | 0 | |
| 2024-06-30 | 470 | US$6.0亿 | 0 | |
| 2024-03-31 | 521 | US$5.9亿 | 0 | |
| 2023-12-31 | 398 | US$5.3亿 | 0 | |
| 2023-09-30 | 396 | US$4.8亿 | 0 |
本季持股变动
Jamison Private Wealth Management, INC. 在 2026-03-31 最显著的持仓异动： 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 清仓: Paypal Holdings INC (PYPL); 加仓: Microsoft CORP (MSFT) — 股数 +0.62%; 加仓: Applied Materials INC (AMAT) — 股数 +0.02%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | +0.6% | +0.02% | 加仓 |
| 2 | CAT | Caterpillar INC | +0.5% | -2.36% | 减仓 |
| 3 | GLW | Corning INC | +0.5% | +1.25% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.4% | +0.61% | 加仓 |
| 5 | CVX | Chevron CORP | +0.4% | +1.84% | 加仓 |
| 6 | BA | Boeing Co/the | +0.4% | +216.99% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.4% | +1.65% | 加仓 |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +0.38% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.2% | +1.17% | 加仓 |
| 10 | SO | Southern Co/the | +0.2% | +1.73% | 加仓 |
| 11 | WMT | Walmart INC | +0.1% | +1.60% | 加仓 |
| 12 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +0.60% | 加仓 |
| 13 | DLR | Digital Realty Trust INC | +0.1% | +2.35% | 加仓 |
| 14 | KO | Coca-cola Co/the | +0.1% | +0.92% | 加仓 |
| 15 | DUK | Duke Energy CORP | +0.1% | +2.46% | 加仓 |
| 16 | FDX | Fedex CORP | +0.1% | -0.50% | 减仓 |
| 17 | AMGN | Amgen INC | +0.1% | +1.69% | 加仓 |
| 18 | INTC | Intel CORP | +0.1% | -1.36% | 减仓 |
| 19 | WM | Waste Management INC | +0.1% | +0.27% | 加仓 |
| 20 | COP | Conocophillips | +0.1% | -0.49% | 减仓 |
| 21 | MRK | Merck & Co. INC. | +0.1% | +2.69% | 加仓 |
| 22 | ASML | ASML Holding N.V. | +0.1% | +3.36% | 加仓 |
| 23 | GILD | Gilead Sciences INC | +0.1% | +0.83% | 加仓 |
| 24 | DIS | Walt Disney Co/the | -0.1% | -3.86% | 减仓 |
| 25 | GPC | Genuine Parts Co | -0.1% | -0.23% | 减仓 |
| 26 | CRM | Salesforce INC | -0.1% | +4.27% | 加仓 |
| 27 | SCHW | Schwab (charles) CORP | -0.1% | +0.96% | 加仓 |
| 28 | PI | Impinj INC | -0.1% | +2.43% | 加仓 |
| 29 | NOW | Servicenow INC | -0.1% | -0.76% | 减仓 |
| 30 | PAYX | Paychex INC | -0.1% | +2.93% | 加仓 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | +3.29% | 加仓 |
| 32 | AMZN | Amazon.com INC | -0.1% | +3.09% | 加仓 |
| 33 | VMC | Vulcan Materials Co | -0.2% | -0.85% | 减仓 |
| 34 | GOOG | Alphabet Inc-cl C | -0.2% | -0.06% | 减仓 |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | +0.93% | 加仓 |
| 36 | AVGO | Broadcom INC | -0.2% | +1.80% | 加仓 |
| 37 | SCCO | Southern Copper CORP | -0.2% | -28.36% | 减仓 |
| 38 | TSLA | Tesla INC | -0.2% | +2.29% | 加仓 |
| 39 | BAC | Bank Of America CORP | -0.2% | +0.48% | 加仓 |
| 40 | ADP | Automatic Data Processing | -0.2% | -0.21% | 减仓 |
| 41 | V | Visa Inc-class A Shares | -0.2% | -2.17% | 减仓 |
| 42 | QCOM | Qualcomm INC | -0.3% | +4.11% | 加仓 |
| 43 | AAPL | Apple INC | -0.3% | -0.34% | 减仓 |
| 44 | NVDA | Nvidia CORP | -0.3% | -1.54% | 减仓 |
| 45 | BX | Blackstone INC | -0.4% | +2.82% | 加仓 |
| 46 | LLY | Eli Lilly & Co | -0.5% | -3.87% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.9% | +0.62% | 加仓 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 50 | PYPL | Paypal Holdings INC | — | EXIT | 清仓 |
FAQ
Jamison Private Wealth Management, INC. 是什么机构？属于哪种投资人类型？
Jamison Private Wealth Management, INC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.2亿，分布在 214 个已申报仓位之中。
Jamison Private Wealth Management, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Jamison Private Wealth Management, INC. 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$3395.5万 (4.1%)
2. Nvidia CORP (NVDA) — US$3222.2万 (3.9%)
3. Microsoft CORP (MSFT) — US$2386.8万 (2.9%)
4. Caterpillar INC (CAT) — US$2336.0万 (2.8%)
5. Johnson & Johnson (JNJ) — US$2157.5万 (2.6%)
Jamison Private Wealth Management, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Jamison Private Wealth Management, INC. 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 32 个既有持股、减仓 15 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 清仓: Paypal Holdings INC (PYPL); 加仓: Microsoft CORP (MSFT) — 股数 +0.62%; 加仓: Applied Materials INC (AMAT) — 股数 +0.02%
Jamison Private Wealth Management, INC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Jamison Private Wealth Management, INC. 的主要板块分布如下：
• Information Technology: 29.8%
• Health Care: 15.5%
• Financials: 14.8%
• Industrials: 12.9%
• Consumer Discretionary: 8.9%
• Consumer Staples: 7.2%