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
162 檔
189.6%
在 Q3 2025 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 162 檔。
在 Q3 2025 期間，Jackson Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 49 檔弱勢或達到目標價部位，將資金轉置於 42 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 B 0 12-04-25, MSFT, AVGO）累計市值佔比達 189.6%，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 12-04-25債券 | Treasury Bill | 債券 | 9.35% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.93% | -2.67% | +1.02% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.59% | -2.00% | -0.37% | |
| 4 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 5.19% | +0.54% | -14.08% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.14% | -2.68% | +1.06% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.42% | -1.93% | +12.05% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.73% | -2.57% | -0.04% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 2.37% | +0.28% | +0.80% | |
| 9 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 2.33% | -2.54% | EXIT | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.19% | -1.61% | +0.06% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.86% | -0.95% | +1.92% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.85% | -0.73% | +2.05% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.82% | -1.22% | +0.37% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.73% | -0.70% | +1.37% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.54% | -0.56% | +2.25% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | -0.39% | +34.66% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.43% | -0.86% | EXIT | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.39% | -0.27% | +1.70% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.38% | -0.50% | +1.75% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | -0.13% | +1.01% | |
| 21 | EVR | Evercore Inc - A | 股票-金融 | 1.33% | -0.54% | +1.29% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | -0.69% | +1.56% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.24% | -0.97% | +0.46% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 1.19% | -0.44% | +19.34% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.06% | -0.85% | +0.66% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.03% | -0.41% | +2.14% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | -0.28% | +1.27% | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 1.02% | -0.51% | +0.93% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | -0.51% | +8.77% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.01% | -0.61% | +0.60% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | -0.36% | +47.57% | |
| 32 | ✓ | Tajpmgnenindx | 股票-其他 | 0.94% | +4.62% | -0.19% | |
| 33 | COR | Cencora Inc | 股票-醫療保健 | 0.89% | -0.53% | +1.05% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.82% | -0.62% | +1.84% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.81% | -0.36% | +1.46% | |
| 36 | URI | United Rentals Inc | 股票-工業 | 0.80% | -0.10% | +1.19% | |
| 37 | ✓ | Dws Equity 500 Index Vip | 股票-其他 | 0.79% | +4.02% | -2.49% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.72% | -0.31% | EXIT | |
| 39 | ARES | Ares Management CORP - A | 股票-金融 | 0.69% | -0.29% | +1.49% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.63% | -0.27% | +2.32% | |
| 41 | ✓ | Eq/ab Short Dur Gov Bond | 股票-其他 | 0.56% | -0.44% | EXIT | |
| 42 | FTNT | Fortinet Inc | 股票-科技 | 0.56% | — | +2.48% | |
| 43 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.55% | — | +0.73% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | -0.55% | EXIT | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.52% | -0.38% | +0.67% | |
| 46 | ✓ | 股票-其他 | 0.52% | -0.51% | EXIT | ||
| 47 | WMB | Williams Cos Inc | 股票-能源 | 0.51% | -0.35% | — | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.50% | -0.43% | +3.25% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.20% | +1.98% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.17% | +1.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.3% | +12.05% | 加碼 |
| 2 | AVGO | Broadcom Inc | +2% | -0.37% | 減碼 |
| 3 | ORCL | Oracle CORP | +0.9% | +6.41% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.8% | +1.02% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +34.66% | 加碼 |
| 6 | KLAC | Kla CORP | +0.6% | +0.80% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +1.75% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +47.57% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.5% | +1.70% | 加碼 |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | +1.78% | 加碼 |
| 11 | EVR | Evercore Inc - A | +0.4% | +1.29% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.4% | +1.01% | 減碼 |
| 13 | SMH | Vaneck Semiconductor ETF | +0.3% | +0.46% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +1.27% | 加碼 |
| 15 | BX | Blackstone Inc | +0.2% | +19.34% | 加碼 |
| 16 | URI | United Rentals Inc | +0.2% | +1.19% | 減碼 |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | +0.60% | 加碼 |
| 18 | ETN | Eaton Corporation plc | +0.1% | +0.93% | 加碼 |
| 19 | OEF | Ishares S&p 100 ETF | +0.1% | +1.92% | 加碼 |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.37% | 加碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.56% | 加碼 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.04% | 加碼 |
| 23 | MAGS | Roundhill Magnificent Seven | +0.1% | +0.88% | 加碼 |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +1.84% | 加碼 |
| 25 | SWOXX | Schwab Municipal Money-ult | 0% | +2.38% | 加碼 |
| 26 | BLK | Blackrock Inc | 0% | +3.50% | 加碼 |
| 27 | ✓ | Tawmcusgrowth | 0% | — | 不變 |
| 28 | ✓ | Tawmcusgrowth | 0% | — | 不變 |
| 29 | QRVO | Qorvo Inc | 0% | -1.30% | 減碼 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.78% | 加碼 |
| 31 | IAI | Ishares U.s. Broker-dealers | 0% | +2.75% | 加碼 |
| 32 | PLTR | Palantir Technologies Inc-a | 0% | -7.40% | 減碼 |
| 33 | XMMO | Invesco S&p Midcap Momentum | 0% | +4.31% | 加碼 |
| 34 | PH | Parker Hannifin CORP | — | +1.52% | 減碼 |
| 35 | AXP | American Express Co | — | +2.41% | 減碼 |
| 36 | PANW | Palo Alto Networks Inc | — | +2.10% | 加碼 |
| 37 | ✓ | MetLife Stock Index Portfolio | — | — | 不變 |
| 38 | SCOXX | Schwab Trsry Obl Mny-ult | — | +17.65% | 加碼 |
| 39 | PRGFX | T Rowe Pr Growth Stock-inv | — | — | 不變 |
| 40 | IWV | Ishares Russell 3000 ETF | — | — | 不變 |
| 41 | CMLIX | Congress Large Cap Grow-inst | — | — | 不變 |
| 42 | JPM | Jpmorgan Chase & Co | — | -61.79% | 加碼 |
| 43 | SWPPX | Schwab S&p 500 Index-sel | — | +508.98% | 加碼 |
| 44 | NFLX | Netflix Inc | — | -2.20% | 減碼 |
| 45 | ✓ | Tawmcusgrowth | — | — | 不變 |
| 46 | ✓ | American Funds Growth-income-class 2 | — | — | 不變 |
| 47 | ✓ | — | -0.31% | 減碼 | |
| 48 | ✓ | Tawmcusgrowth | — | — | 不變 |
| 49 | ✓ | Jennison Growth Port | — | — | 不變 |
| 50 | ✓ | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Jackson Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 162 個公開持股部位。
在 Q3 2025 季度，Jackson Wealth Management, LLC 按市值排列的前三大核心持股分別為：B 0 12-04-25 (9.3%)、MSFT (6.9%)、AVGO (5.6%)。其中最大持股部位 B 0 12-04-25 佔據整體投資組合約 9.3% 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 12-04-25
市值: US$9355.6萬
本季最大獲利了結 / 清倉標的
B 0 06-03-25
前期市值: US$8941.8萬
在 Q3 2025 季度中，Jackson Wealth Management, LLC 共進行了 179 項持倉異動，包含新建倉 42 個部位、加碼 48 個部位、減碼 40 個部位以及清倉 49 個部位。 其中最大新建倉標的為 B 0 12-04-25。 本季清倉部位包含 B 0 06-03-25。
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。