13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001536799
申報總市值
US$1.7億
US$1.7億
161 檔
167.6%
截至 Q3 2024 季度末，Jackson Wealth Management, LLC 的美股持倉估值約為 US$1.7億，全數申報部位共有 161 檔。
在 Q3 2024，Jackson Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 68 個新部位，並對 78 個既有持股進行加碼（合計增持 146 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 B 0 12-05-24, MSFT, SWVXX）占據了總市值的 167.6%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | B 0 12-05-24債券 | Treasury Bill | 債券 | 9.20% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.84% | -2.67% | +68.56% | |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 6.54% | +0.54% | +165.53% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.90% | -2.57% | +18.93% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.50% | -2.68% | +80.08% | |
| 6 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 4.21% | -2.54% | EXIT | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.75% | -2.00% | +1623.38% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.14% | -0.73% | +72.36% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.06% | +0.28% | +74.85% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.97% | -1.93% | +99.45% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | -1.61% | +75.53% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.83% | -0.70% | +74.76% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.67% | -0.95% | +68.70% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.61% | -0.56% | +61.34% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.58% | -1.22% | +82.10% | |
| 16 | EVR | Evercore Inc - A | 股票-金融 | 1.20% | -0.54% | +66.02% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.17% | -0.85% | +71.76% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.12% | — | +79.01% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | -0.43% | +64.09% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.10% | -0.51% | +73.77% | |
| 21 | BX | Blackstone Inc | 股票-金融 | 1.09% | -0.44% | +72.72% | |
| 22 | ✓ | Tajpmgnenindx | 股票-其他 | 1.02% | +4.62% | +36.86% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 1.00% | -0.14% | EXIT | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | -0.13% | +259.52% | |
| 25 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 0.99% | +31.29% | +501.77% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.99% | — | +69.74% | |
| 27 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.97% | — | +65.13% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | -0.69% | +67.47% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.90% | -0.36% | +71.43% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | -0.39% | +73.50% | |
| 31 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.86% | — | +355.64% | |
| 32 | ✓ | Dws Equity 500 Index Vip | 股票-其他 | 0.85% | +4.02% | +51.69% | |
| 33 | URI | United Rentals Inc | 股票-工業 | 0.83% | -0.10% | +69.15% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | -0.28% | +69.53% | |
| 35 | ARES | Ares Management CORP - A | 股票-金融 | 0.81% | -0.29% | +77.56% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.80% | -0.62% | +110.37% | |
| 37 | COR | Cencora Inc | 股票-醫療保健 | 0.79% | -0.53% | +67.52% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.76% | -0.61% | +67.73% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.50% | +71.76% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | -0.04% | EXIT | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.70% | -0.97% | +86.02% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | -0.41% | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.65% | -0.38% | +64.75% | |
| 44 | ✓ | Eq/ab Short Dur Gov Bond | 股票-其他 | 0.61% | -0.44% | EXIT | |
| 45 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.60% | -0.27% | +52.42% | |
| 46 | ✓ | 股票-其他 | 0.57% | -0.51% | EXIT | ||
| 47 | UBS | UBS Group AG | 股票-金融 | 0.56% | — | +73.39% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.15% | EXIT | |
| 49 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.54% | -0.03% | +63.98% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.52% | — | +76.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | B 0 12-05-24債券 | Treasury Bill | +9.2% | NEW | 新建倉 |
| 2 | SWOXX | Schwab Municipal Money-ult | +4.2% | NEW | 新建倉 |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | +2.1% | +165.53% | 加碼 |
| 4 | SNAXX | Schwa Prime Adv Money Fd-ult | +0.7% | +501.77% | 加碼 |
| 5 | ABBV | Abbvie Inc | +0.7% | NEW | 新建倉 |
| 6 | ✓ | Eq/ab Short Dur Gov Bond | +0.6% | NEW | 新建倉 |
| 7 | ✓ | +0.6% | NEW | 新建倉 | |
| 8 | AAPL | Apple Inc | +0.5% | +80.08% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.5% | +259.52% | 加碼 |
| 10 | NXPI | NXP Semiconductors N.V. | +0.5% | +355.64% | 加碼 |
| 11 | ✓ | +0.5% | NEW | 新建倉 | |
| 12 | WMB | Williams Cos Inc | +0.4% | NEW | 新建倉 |
| 13 | BRO | Brown & Brown Inc | +0.4% | NEW | 新建倉 |
| 14 | KMI | Kinder Morgan, Inc. | +0.3% | NEW | 新建倉 |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +99.45% | 加碼 |
| 16 | MPWR | Monolithic Power Systems Inc | +0.3% | NEW | 新建倉 |
| 17 | ✓ | Avip S&p 500(r) Index (geode) | +0.3% | NEW | 新建倉 |
| 18 | AXP | American Express Co | +0.3% | NEW | 新建倉 |
| 19 | ✓ | Eq/equity 500 Index | +0.3% | NEW | 新建倉 |
| 20 | NEE | Nextera Energy Inc | +0.2% | +79.01% | 加碼 |
| 21 | BX | Blackstone Inc | +0.2% | +72.72% | 加碼 |
| 22 | ✓ | Tawmcusgrowth | +0.2% | NEW | 新建倉 |
| 23 | MA | Mastercard Inc - A | +0.2% | +74.76% | 加碼 |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +110.37% | 加碼 |
| 25 | ✓ | Tawmcusgrowth | +0.2% | NEW | 新建倉 |
| 26 | LMT | Lockheed Martin CORP | +0.1% | +64.09% | 加碼 |
| 27 | PHM | Pultegroup Inc | +0.1% | NEW | 新建倉 |
| 28 | EVR | Evercore Inc - A | +0.1% | +66.02% | 加碼 |
| 29 | URI | United Rentals Inc | +0.1% | +69.15% | 加碼 |
| 30 | LEN | Lennar Corp-a | +0.1% | NEW | 新建倉 |
| 31 | ✓ | Jnl/mellon S&p 500 Index | +0.1% | NEW | 新建倉 |
| 32 | AVGO | Broadcom Inc | +0.1% | +1623.38% | 加碼 |
| 33 | ARES | Ares Management CORP - A | +0.1% | +77.56% | 加碼 |
| 34 | VDIGX | Vanguard Dividend Growth-inv | +0.1% | NEW | 新建倉 |
| 35 | ✓ | Ssg S&p 500 Index | +0.1% | NEW | 新建倉 |
| 36 | PRGFX | T Rowe Pr Growth Stock-inv | +0.1% | NEW | 新建倉 |
| 37 | SNOXX | Schwab Trsry Obl Mny-inv | +0.1% | +245.07% | 加碼 |
| 38 | VBILX | Vanguard Intrm Bnd Idx-adm | +0.1% | NEW | 新建倉 |
| 39 | ✓ | +0.1% | NEW | 新建倉 | |
| 40 | ✓ | Eq/growth Strategy | +0.1% | NEW | 新建倉 |
| 41 | PH | Parker Hannifin CORP | +0.1% | +81.38% | 加碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | +0.1% | +75.53% | 加碼 |
| 43 | RSPU | Invesco S&p 500 Equal Weight | +0.1% | +98.01% | 加碼 |
| 44 | ✓ | Hartford Disciplined Equity Hls Fund | +0.1% | NEW | 新建倉 |
| 45 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +82.10% | 加碼 |
| 46 | META | Meta Platforms Inc-class A | +0.1% | +71.76% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +75.71% | 加碼 |
| 48 | EIX | Edison International | +0.1% | +98.29% | 加碼 |
| 49 | QRVO | Qorvo Inc | +0.1% | +151.91% | 加碼 |
| 50 | IWL | Ishares Russell Top 200 ETF | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Jackson Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 161 個公開持股部位。
在 Q3 2024 季度，Jackson Wealth Management, LLC 按市值排列的前三大核心持股分別為：B 0 12-05-24 (9.2%)、MSFT (6.8%)、SWVXX (6.5%)。其中最大持股部位 B 0 12-05-24 佔據整體投資組合約 9.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
B 0 12-05-24
市值: US$7710.3萬
本季最大獲利了結 / 清倉標的
B 0 09-05-24
前期市值: US$5949.5萬
在 Q3 2024 季度中，Jackson Wealth Management, LLC 共進行了 174 項持倉異動，包含新建倉 68 個部位、加碼 78 個部位、減碼 3 個部位以及清倉 25 個部位。 其中最大新建倉標的為 B 0 12-05-24。 本季清倉部位包含 B 0 09-05-24。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。