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
224 檔
18.7%
Q2 2026 季度申報顯示，Jamison Private Wealth Management, Inc. 揭露的美股組合總市值為 US$9.9億，涵蓋 224 個不同之權益投資部位。
在 Q2 2026，Jamison Private Wealth Management, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 136 個既有持股進行加碼（合計增持 150 檔），相較減碼與清倉部位顯著佔優。
整體而言，Jamison Private Wealth Management, Inc. 的前 5 大持股（包含 AMAT, AAPL, NVDA）貢獻了組合市值的 18.7%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 224 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 | AMAT | Applied Materials Inc | 股票-科技 | 4.46% | -1.31% | -0.70% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.15% | +0.65% | +6.23% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.78% | +0.49% | +1.19% | |
| 4 | CAT | Caterpillar Inc | 股票-工業 | 3.52% | -0.83% | -0.63% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 2.76% | +0.14% | +0.62% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | +1.00% | +4.94% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.42% | -0.08% | +0.55% | |
| 8 | VMC | Vulcan Materials Co | 股票-原物料 | 2.30% | -0.38% | +0.03% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.28% | +0.12% | +0.64% | |
| 10 | UPS | United Parcel Service-cl B | 股票-工業 | 2.21% | -0.27% | +1.62% | |
| 11 | GLW | Corning Inc | 股票-科技 | 2.09% | -0.81% | +0.02% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | -0.12% | +0.64% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | +0.04% | +1.54% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.86% | -0.05% | +1.08% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.64% | +0.11% | +2.29% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.55% | -0.06% | +0.74% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.54% | +0.09% | +2.32% | |
| 18 | WM | Waste Management Inc | 股票-工業 | 1.51% | -0.11% | +0.87% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.46% | -0.20% | -0.06% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.39% | -0.13% | +1.57% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.35% | -0.24% | +4.07% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 1.30% | -0.16% | +1.15% | |
| 23 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.29% | +0.22% | +3.21% | |
| 24 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.23% | +0.09% | +0.56% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | +0.09% | +0.11% | |
| 26 | BX | Blackstone Inc | 股票-金融 | 1.21% | -0.04% | +1.77% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.17% | — | +1.58% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.14% | +0.10% | +1.05% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | — | +8.46% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.29% | +9.45% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 1.06% | -0.11% | +4.72% | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 1.05% | +0.22% | +2.20% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | -0.01% | +1.83% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.10% | +1.46% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.99% | +0.03% | +0.89% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.95% | +0.04% | — | |
| 37 | SCCO | Southern Copper CORP | 股票-原物料 | 0.90% | +0.19% | +2.03% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | -0.06% | +5.89% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | +0.28% | +2.79% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.79% | EXIT | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | +0.02% | +0.97% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.75% | — | +1.53% | |
| 43 | SPG | Simon Property Group Inc | 股票-房地產 | 0.74% | -0.03% | +7.94% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | -0.05% | +0.83% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | -0.05% | +1.74% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.69% | +0.02% | +0.81% | |
| 47 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.69% | +0.04% | +0.71% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.68% | +0.10% | -1.90% | |
| 49 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.63% | -0.04% | +1.07% | |
| 50 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.62% | +0.01% | +2.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.9% | -0.70% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +1.6% | +0.62% | 加碼 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +1% | NEW | 新建倉 |
| 4 | INTC | Intel CORP | +0.9% | -0.06% | 減碼 |
| 5 | GLW | Corning Inc | +0.8% | +0.02% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.7% | -0.63% | 減碼 |
| 7 | PANW | Palo Alto Networks Inc | +0.6% | +3.21% | 加碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +224.29% | 加碼 |
| 9 | QCOM | Qualcomm Inc | +0.2% | +1.58% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.2% | +0.55% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.2% | +8.90% | 加碼 |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +3.77% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +0.83% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +57.57% | 加碼 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +4.45% | 加碼 |
| 16 | ✓ | +0.1% | NEW | 新建倉 | |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +1.08% | 加碼 |
| 18 | GE | General Electric | +0.1% | +4.00% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +156.32% | 加碼 |
| 20 | SPG | Simon Property Group Inc | +0.1% | +7.94% | 加碼 |
| 21 | BZH | Beazer Homes USA Inc | +0.1% | -0.59% | 減碼 |
| 22 | MU | Micron Technology Inc | +0.1% | -4.90% | 減碼 |
| 23 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 24 | ✓ | +0.1% | NEW | 新建倉 | |
| 25 | AVGO | Broadcom Inc | 0% | +0.64% | 加碼 |
| 26 | GEV | GE Vernova Inc | 0% | +7.67% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | 0% | +5.17% | 加碼 |
| 28 | PI | Impinj Inc | 0% | +13.55% | 加碼 |
| 29 | CALM | Cal-maine Foods Inc | 0% | +157.98% | 加碼 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +44.45% | 加碼 |
| 31 | ELV | Elevance Health Inc | 0% | NEW | 新建倉 |
| 32 | CMI | Cummins Inc | 0% | +10.55% | 加碼 |
| 33 | TXN | Texas Instruments Inc | 0% | +48.39% | 加碼 |
| 34 | WLDN | Willdan Group Inc | 0% | NEW | 新建倉 |
| 35 | WDAY | Workday Inc-class A | 0% | NEW | 新建倉 |
| 36 | UNP | Union Pacific CORP | 0% | NEW | 新建倉 |
| 37 | ✓ | Euroseas LTD F | 0% | NEW | 新建倉 |
| 38 | AAPL | Apple Inc | 0% | +6.23% | 加碼 |
| 39 | MS | Morgan Stanley | 0% | +3.43% | 加碼 |
| 40 | TOL | Toll Brothers Inc | 0% | +10.87% | 加碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 0% | +21.89% | 加碼 |
| 42 | CRWV | Coreweave Inc-cl A | 0% | +35.01% | 加碼 |
| 43 | HWM | Howmet Aerospace Inc | 0% | +81.64% | 加碼 |
| 44 | LAMR | Lamar Advertising Co-a | 0% | NEW | 新建倉 |
| 45 | ON | On Semiconductor | 0% | NEW | 新建倉 |
| 46 | XLV | Ss Health Care Select Sector | 0% | NEW | 新建倉 |
| 47 | DE | Deere & Co | 0% | NEW | 新建倉 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 0% | NEW | 新建倉 |
| 49 | GS | Goldman Sachs Group Inc | 0% | +1.57% | 加碼 |
| 50 | C | Citigroup Inc | 0% | +2.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jamison Private Wealth Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$9.9億，共申報了 224 個公開持股部位。
在 Q2 2026 季度，Jamison Private Wealth Management, Inc. 按市值排列的前三大核心持股分別為：AMAT (4.5%)、AAPL (4.2%)、NVDA (3.8%)。其中最大持股部位 AMAT 佔據整體投資組合約 4.5% 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
IVW
市值: US$943.6萬
本季最大獲利了結 / 清倉標的
GIS
前期市值: US$48.7萬
在 Q2 2026 季度中，Jamison Private Wealth Management, Inc. 共進行了 188 項持倉異動，包含新建倉 14 個部位、加碼 136 個部位、減碼 34 個部位以及清倉 4 個部位。 其中最大新建倉標的為 IVW。 本季清倉部位包含 GIS。
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。