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: 0002006637
申報總市值
US$9.9億
US$9.9億
210 檔
14.8%
在 Q4 2025 申報期間，Jamison Private Wealth Management, Inc.（CIK: 0002006637）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.9億，共持有 210 個公開申報部位。
Jamison Private Wealth Management, Inc. 於 Q4 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 36 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 14.8%，是驅動 Jamison Private Wealth Management, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 210 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.43% | +0.02% | -0.12% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.25% | -0.14% | -1.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.35% | -0.17% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.70% | +0.19% | -0.92% | |
| 5 | VMC | Vulcan Materials Co | 股票-原物料 | 2.70% | -0.25% | -0.98% | |
| 6 | UPS | United Parcel Service-cl B | 股票-工業 | 2.39% | -0.18% | +1.48% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 2.35% | +0.68% | -0.52% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.21% | -0.34% | +0.21% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.18% | -0.12% | +0.21% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.04% | +0.04% | -0.23% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.97% | +0.06% | +0.36% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.92% | +1.90% | +0.30% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.83% | -0.19% | +1.02% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.81% | -0.04% | +1.69% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.78% | -0.04% | -0.07% | |
| 16 | WM | Waste Management Inc | 股票-工業 | 1.78% | -0.35% | -0.19% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.64% | -0.03% | +0.21% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.58% | -0.27% | +0.25% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | -0.08% | -0.41% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.50% | -0.10% | +1.88% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.41% | +0.01% | +1.66% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 1.38% | -0.26% | +0.83% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.32% | -0.37% | +2.79% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 1.27% | -0.02% | +1.99% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.07% | +1.80% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.23% | +0.21% | +1.00% | |
| 27 | SCCO | Southern Copper CORP | 股票-原物料 | 1.23% | -0.15% | +1.15% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.20% | +1.60% | +0.49% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | -0.17% | +0.87% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.16% | -0.14% | +1.44% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 1.12% | -0.42% | +1.22% | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 1.10% | -0.15% | +1.20% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | -0.27% | +1.28% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.40% | +3.29% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.22% | +0.58% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.96% | -0.08% | +2.18% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | -0.14% | +1.61% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.88% | -0.07% | -0.41% | |
| 39 | GLW | Corning Inc | 股票-科技 | 0.85% | +0.75% | +0.57% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.36% | +2.10% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.78% | -0.11% | +0.79% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.58% | +2.19% | |
| 43 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.75% | -0.28% | — | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.74% | -0.15% | +1.58% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | -0.03% | +4.97% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.70% | -0.08% | -0.70% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.69% | -0.08% | +3.15% | |
| 48 | SPG | Simon Property Group Inc | 股票-房地產 | 0.67% | +0.05% | +2.92% | |
| 49 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.64% | -0.04% | +1.53% | |
| 50 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.61% | -0.11% | +1.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | -0.92% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +0.36% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.3% | +0.30% | 加碼 |
| 4 | UPS | United Parcel Service-cl B | +0.3% | +1.48% | 加碼 |
| 5 | CAT | Caterpillar Inc | +0.3% | -0.52% | 減碼 |
| 6 | AMD | Advanced Micro Devices | +0.3% | +0.49% | 加碼 |
| 7 | SLV | Ishares Silver Trust | +0.2% | — | 不變 |
| 8 | SCCO | Southern Copper CORP | +0.2% | +1.15% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +0.21% | 加碼 |
| 10 | CAH | Cardinal Health Inc | +0.1% | +1.53% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.1% | +1.20% | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +1.66% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | -0.12% | 減碼 |
| 14 | BA | Boeing Co/the | +0.1% | +104.94% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +1.95% | 加碼 |
| 16 | FDX | Fedex CORP | +0.1% | +2.28% | 加碼 |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +0.82% | 加碼 |
| 18 | PSLV | Sprott Physical Silver Trust | +0.1% | — | 不變 |
| 19 | AMZN | Amazon.com Inc | +0.1% | +1.69% | 加碼 |
| 20 | BAC | Bank Of America CORP | 0% | -0.07% | 減碼 |
| 21 | WMT | Walmart Inc | 0% | +0.58% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | 0% | +0.04% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -0.37% | 減碼 |
| 24 | CRM | Salesforce Inc | 0% | +8.22% | 加碼 |
| 25 | KO | Coca-cola Co/the | 0% | +1.44% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | 0% | +2.10% | 加碼 |
| 27 | TFC | Truist Financial CORP | 0% | -0.41% | 減碼 |
| 28 | GLW | Corning Inc | 0% | +0.57% | 加碼 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +4.97% | 加碼 |
| 30 | AVGO | Broadcom Inc | 0% | -0.23% | 減碼 |
| 31 | SCHW | Schwab (charles) CORP | 0% | +0.25% | 加碼 |
| 32 | NOW | Servicenow Inc | -0.1% | +405.72% | 加碼 |
| 33 | MELI | Mercadolibre Inc | -0.1% | +2.14% | 加碼 |
| 34 | GPC | Genuine Parts Co | -0.1% | +0.01% | 加碼 |
| 35 | BLK | Blackrock Inc | -0.1% | +0.79% | 加碼 |
| 36 | CMA | Comerica Inc | -0.1% | -67.58% | 減碼 |
| 37 | PAYX | Paychex Inc | -0.1% | +3.15% | 加碼 |
| 38 | DLR | Digital Realty Trust Inc | -0.1% | +1.21% | 加碼 |
| 39 | PANW | Palo Alto Networks Inc | -0.1% | +2.19% | 加碼 |
| 40 | NFLX | Netflix Inc | -0.1% | +978.64% | 加碼 |
| 41 | COST | Costco Wholesale CORP | -0.1% | +1.28% | 加碼 |
| 42 | ADP | Automatic Data Processing | -0.2% | +2.18% | 加碼 |
| 43 | META | Meta Platforms Inc-class A | -0.2% | +0.87% | 加碼 |
| 44 | SO | Southern Co/the | -0.2% | +0.83% | 加碼 |
| 45 | NVDA | Nvidia CORP | -0.3% | -1.40% | 減碼 |
| 46 | BX | Blackstone Inc | -0.3% | +1.02% | 加碼 |
| 47 | HD | Home Depot Inc | -0.3% | +1.88% | 加碼 |
| 48 | VMC | Vulcan Materials Co | -0.4% | -0.98% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.4% | -0.17% | 減碼 |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Jamison Private Wealth Management, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$9.9億，共申報了 210 個公開持股部位。
在 Q4 2025 季度，Jamison Private Wealth Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (4.4%)、NVDA (4.3%)、MSFT (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.4% 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
IBIT
市值: US$52.6萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$3550.8萬
在 Q4 2025 季度中，Jamison Private Wealth Management, Inc. 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 36 個部位、減碼 11 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IBIT。
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。