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
148 檔
177.9%
在 Q1 2026 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 148 檔。
在 Q1 2026 期間，Jackson Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 B 0 06-09-26, AAPL, MSFT）累計市值佔比達 177.9%，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 06-09-26債券 | Treasury Bill | 債券 | 10.38% | -10.38% | EXIT | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.31% | -2.68% | -0.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.17% | -2.67% | +0.21% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 5.17% | -2.00% | -2.23% | |
| 5 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 5.04% | +0.54% | -1.81% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.24% | -1.93% | +1.49% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.97% | -2.57% | -0.44% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 3.24% | +0.28% | -3.03% | |
| 9 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 2.54% | -2.54% | EXIT | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.38% | -1.61% | +0.28% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 2.26% | -0.27% | -2.69% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.98% | -0.97% | +30.91% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.92% | -0.95% | -1.21% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.85% | -1.22% | -0.08% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.77% | -0.36% | +40.08% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | -0.39% | -1.83% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.67% | -0.56% | -0.53% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.62% | -0.70% | +0.03% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.47% | -0.73% | -28.23% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.50% | +0.83% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | -0.13% | -1.25% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | -0.69% | +0.63% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.25% | -0.28% | -1.51% | |
| 24 | EVR | Evercore Inc - A | 股票-金融 | 1.22% | -0.54% | -1.25% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.14% | -0.85% | +1.30% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | -0.41% | -0.43% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.01% | -0.61% | +0.27% | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 0.99% | -0.51% | -0.38% | |
| 29 | ✓ | Tajpmgnenindx | 股票-其他 | 0.93% | +4.62% | -0.58% | |
| 30 | COR | Cencora Inc | 股票-醫療保健 | 0.93% | -0.53% | -0.73% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.86% | EXIT | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.85% | -0.51% | +5.61% | |
| 33 | BX | Blackstone Inc | 股票-金融 | 0.82% | -0.44% | +2.41% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.82% | -0.62% | +1.85% | |
| 35 | ✓ | Dws Equity 500 Index Vip | 股票-其他 | 0.78% | +4.02% | -0.39% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | -0.35% | -3.80% | |
| 37 | URI | United Rentals Inc | 股票-工業 | 0.65% | -0.10% | +0.88% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.64% | -0.43% | -0.57% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.63% | -0.27% | -0.69% | |
| 40 | WMB | Williams Cos Inc | 股票-能源 | 0.63% | -0.35% | +0.15% | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.59% | -0.36% | -0.34% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | -0.55% | EXIT | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.54% | -0.54% | EXIT | |
| 44 | ✓ | 股票-其他 | 0.51% | -0.51% | EXIT | ||
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.50% | -0.38% | +1.66% | |
| 46 | ARES | Ares Management CORP - A | 股票-金融 | 0.50% | -0.29% | +0.44% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.20% | -1.11% | |
| 48 | ✓ | Metlife Stock Index Portfolio | 股票-其他 | 0.47% | +2.63% | — | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.46% | -0.46% | EXIT | |
| 50 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.45% | -0.25% | +0.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +40.08% | 加碼 |
| 2 | SMH | Vaneck Semiconductor ETF | +0.6% | +30.91% | 加碼 |
| 3 | KLAC | Kla CORP | +0.6% | -3.03% | 減碼 |
| 4 | LRCX | Lam Research CORP | +0.5% | -2.69% | 減碼 |
| 5 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.2% | -1.81% | 減碼 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | -0.57% | 減碼 |
| 7 | ETN | Eaton Corporation plc | +0.2% | -0.38% | 減碼 |
| 8 | WMB | Williams Cos Inc | +0.1% | +0.15% | 加碼 |
| 9 | SWOXX | Schwab Municipal Money-ult | +0.1% | -0.31% | 減碼 |
| 10 | DGRO | Ishares Core Dividend Growth | +0.1% | -0.53% | 減碼 |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.49% | 加碼 |
| 12 | KMI | Kinder Morgan, Inc. | +0.1% | +0.68% | 加碼 |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +1.30% | 加碼 |
| 14 | HDV | Ishares Core High Dividend E | +0.1% | +0.28% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -1.70% | 減碼 |
| 16 | SCOXX | Schwab Trsry Obl Mny-ult | 0% | +23.12% | 加碼 |
| 17 | RSPU | Invesco S&p 500 Equal Weight | 0% | +1.39% | 加碼 |
| 18 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +0.00% | 加碼 |
| 19 | PH | Parker Hannifin CORP | 0% | +0.22% | 加碼 |
| 20 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.16% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | +0.28% | 加碼 |
| 22 | INTC | Intel CORP | 0% | +36.65% | 加碼 |
| 23 | WMT | Walmart Inc | 0% | +0.36% | 加碼 |
| 24 | BTI | British American Tob-sp Adr | 0% | +2.75% | 加碼 |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | -0.44% | 減碼 |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | +5.61% | 加碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.02% | 減碼 |
| 28 | MGC | Vanguard Mega Cap ETF | 0% | +2.47% | 加碼 |
| 29 | ✓ | Avip S&p 500(r) Index (geode) | 0% | -0.50% | 減碼 |
| 30 | IAU | Ishares Gold Trust | 0% | +27.80% | 加碼 |
| 31 | XMMO | Invesco S&p Midcap Momentum | 0% | +2.16% | 加碼 |
| 32 | GLD | Spdr Gold Shares | 0% | +14.36% | 加碼 |
| 33 | SGOL | Abrdn Physical Gold Shares | 0% | +13.94% | 加碼 |
| 34 | DUK | Duke Energy CORP | 0% | — | 不變 |
| 35 | PRK | Park National CORP | 0% | — | 不變 |
| 36 | WPC | Wp Carey Inc | 0% | — | 不變 |
| 37 | VVIAX | Vanguard Value Index-adm | 0% | — | 不變 |
| 38 | ✓ | Taaegonusgovsec | 0% | -0.94% | 減碼 |
| 39 | ✓ | Western Asset Management US Governme | 0% | -0.27% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | 0% | -0.61% | 減碼 |
| 41 | ✓ | Western Asset Management U.S. Governme | 0% | — | 不變 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | — | +0.63% | 加碼 |
| 43 | ABBV | Abbvie Inc | — | -0.43% | 減碼 |
| 44 | ✓ | Dws Equity 500 Index Vip | — | -0.39% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | -1.11% | 減碼 |
| 46 | ✓ | Metlife Stock Index Portfolio | — | — | 不變 |
| 47 | ✓ | Eq/ab Short Dur Gov Bond | — | -1.51% | 減碼 |
| 48 | ✓ | — | -0.48% | 減碼 | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | — | -3.52% | 減碼 |
| 50 | ✓ | — | -1.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jackson Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 148 個公開持股部位。
在 Q1 2026 季度，Jackson Wealth Management, LLC 按市值排列的前三大核心持股分別為：B 0 06-09-26 (10.4%)、AAPL (5.3%)、MSFT (5.2%)。其中最大持股部位 B 0 06-09-26 佔據整體投資組合約 10.4% 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 06-09-26
市值: US$1.0億
本季最大獲利了結 / 清倉標的
B 0 03-05-26
前期市值: US$1.0億
在 Q1 2026 季度中，Jackson Wealth Management, LLC 共進行了 117 項持倉異動，包含新建倉 4 個部位、加碼 47 個部位、減碼 62 個部位以及清倉 4 個部位。 其中最大新建倉標的為 B 0 06-09-26。 本季清倉部位包含 B 0 03-05-26。
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。