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
164 檔
178.4%
在 Q4 2024 的 13F 官方備案中，Jackson Wealth Management, LLC 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 164 檔。
在 Q4 2024 期間，Jackson Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 22 檔弱勢或達到目標價部位，將資金轉置於 25 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 B 0 03-06-25, VOO, MSFT）累計市值佔比達 178.4%，是驅動 Jackson Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 03-06-25債券 | Treasury Bill | 債券 | 9.37% | — | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.03% | -2.57% | +40.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.45% | -2.67% | +1.31% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.74% | -2.68% | +2.36% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.76% | -2.00% | -0.50% | |
| 6 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 3.94% | +0.54% | -36.63% | |
| 7 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 2.58% | -2.54% | EXIT | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.17% | -1.61% | +14.44% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.15% | -0.73% | +2.35% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.02% | -1.93% | +5.81% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.86% | -0.70% | +0.49% | |
| 12 | ✓ | 股票-其他 | 1.84% | — | — | ||
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.80% | -0.95% | +8.78% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.75% | -1.22% | +10.90% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.59% | +0.28% | -0.46% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.53% | -0.56% | +2.68% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.32% | -0.14% | EXIT | |
| 18 | EVR | Evercore Inc - A | 股票-金融 | 1.25% | -0.54% | +0.53% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.17% | -0.44% | -0.30% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.10% | -0.85% | -1.06% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.13% | +4.14% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | -0.69% | +15.77% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.03% | -0.51% | -1.09% | |
| 24 | ✓ | Tajpmgnenindx | 股票-其他 | 0.98% | +4.62% | -0.32% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.97% | — | -3.23% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | -0.39% | +1.30% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.92% | — | +1.91% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.91% | -0.61% | +19.90% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | -0.28% | +1.70% | |
| 30 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.90% | — | — | |
| 31 | ARES | Ares Management CORP - A | 股票-金融 | 0.87% | -0.29% | -0.54% | |
| 32 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.86% | -0.36% | +0.11% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.50% | +19.85% | |
| 34 | ✓ | Dws Equity 500 Index Vip | 股票-其他 | 0.82% | +4.02% | -0.23% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.82% | -0.27% | — | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.80% | -0.62% | +0.27% | |
| 37 | COR | Cencora Inc | 股票-醫療保健 | 0.74% | -0.53% | -0.66% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.70% | -0.97% | +7.41% | |
| 39 | URI | United Rentals Inc | 股票-工業 | 0.69% | -0.10% | +0.37% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.68% | -0.27% | +2.07% | |
| 41 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.68% | -0.03% | +26.47% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.66% | -0.38% | -0.56% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | -0.41% | +11.73% | |
| 44 | ✓ | Eq/ab Short Dur Gov Bond | 股票-其他 | 0.58% | -0.44% | EXIT | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | -0.04% | EXIT | |
| 46 | ✓ | 股票-其他 | 0.54% | -0.51% | EXIT | ||
| 47 | FTNT | Fortinet Inc | 股票-科技 | 0.54% | — | — | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.43% | -39.62% | |
| 49 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.52% | -0.17% | +1201.08% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.17% | +0.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | B 0 03-06-25債券 | Treasury Bill | +9.4% | NEW | 新建倉 |
| 2 | VOO | Vanguard S&p 500 ETF | +2.1% | +40.38% | 加碼 |
| 3 | ✓ | +1.8% | NEW | 新建倉 | |
| 4 | AVGO | Broadcom Inc | +1% | -0.50% | 減碼 |
| 5 | VONE | Vanguard Russell 1000 | +0.9% | NEW | 新建倉 |
| 6 | LRCX | Lam Research CORP | +0.8% | NEW | 新建倉 |
| 7 | FTNT | Fortinet Inc | +0.5% | NEW | 新建倉 |
| 8 | BSX | Boston Scientific CORP | +0.5% | +1201.08% | 加碼 |
| 9 | PAYX | Paychex Inc | +0.4% | NEW | 新建倉 |
| 10 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 11 | AMP | Ameriprise Financial Inc | +0.4% | NEW | 新建倉 |
| 12 | VUG | Vanguard Growth ETF | +0.3% | +29.21% | 加碼 |
| 13 | AAPL | Apple Inc | +0.2% | +2.36% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +14.44% | 加碼 |
| 15 | MAGS | Roundhill Magnificent Seven | +0.2% | NEW | 新建倉 |
| 16 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +10.90% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.2% | NEW | 新建倉 |
| 18 | IYW | Ishares Ustechnology ETF | +0.2% | +19.90% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.77% | 加碼 |
| 20 | USMC | Principal US Mega-cap ETF | +0.1% | +26.47% | 加碼 |
| 21 | OEF | Ishares S&p 100 ETF | +0.1% | +8.78% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +19.85% | 加碼 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +43.59% | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | +4.14% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.30% | 加碼 |
| 26 | BX | Blackstone Inc | +0.1% | -0.30% | 減碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +1.70% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +2.07% | 加碼 |
| 29 | IAI | Ishares U.s. Broker-dealers | +0.1% | NEW | 新建倉 |
| 30 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | 新建倉 |
| 31 | WMB | Williams Cos Inc | +0.1% | +4.11% | 加碼 |
| 32 | KMI | Kinder Morgan, Inc. | +0.1% | +2.37% | 加碼 |
| 33 | ARES | Ares Management CORP - A | +0.1% | -0.54% | 減碼 |
| 34 | WMT | Walmart Inc | +0.1% | +61.49% | 加碼 |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 36 | FISV | Fiserv Inc | +0.1% | NEW | 新建倉 |
| 37 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 38 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +5.81% | 加碼 |
| 40 | EVR | Evercore Inc - A | +0.1% | +0.53% | 加碼 |
| 41 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 42 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 43 | V | Visa Inc-class A Shares | 0% | +0.60% | 加碼 |
| 44 | AXP | American Express Co | 0% | +9.16% | 加碼 |
| 45 | LGVAX | Clearbridge Value Fund-a | 0% | NEW | 新建倉 |
| 46 | MA | Mastercard Inc - A | 0% | +0.49% | 加碼 |
| 47 | ✓ | Br Equity Index | 0% | NEW | 新建倉 |
| 48 | GE | General Electric | 0% | +91.96% | 加碼 |
| 49 | B 0 02-13-25債券 | Treasury Bill | 0% | NEW | 新建倉 |
| 50 | B 0 04-24-25債券 | Treasury Bill | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Jackson Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 164 個公開持股部位。
在 Q4 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 03-06-25 (9.4%)、VOO (8.0%)、MSFT (6.5%)。其中最大持股部位 B 0 03-06-25 佔據整體投資組合約 9.4% 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 03-06-25
市值: US$8264.2萬
本季最大獲利了結 / 清倉標的
B 0 12-05-24
前期市值: US$7710.3萬
在 Q4 2024 季度中，Jackson Wealth Management, LLC 共進行了 159 項持倉異動，包含新建倉 25 個部位、加碼 62 個部位、減碼 50 個部位以及清倉 22 個部位。 其中最大新建倉標的為 B 0 03-06-25。 本季清倉部位包含 B 0 12-05-24。
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。