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: 0001831263
申報總市值
US$3.4億
US$3.4億
225 檔
23.2%
在 Q3 2025 的 13F 官方備案中，Jeppson Wealth Management, LLC 管理的美股投資組合規模來到 US$3.4億，整體持股檔數為 225 檔。
數據顯示 Jeppson Wealth Management, LLC 於 Q3 2025 季度持續回收資金，對 32 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, STIP, NVDA）累計市值佔比達 23.2%，是驅動 Jeppson Wealth Management, LLC 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 225 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 | 7.90% | +0.44% | -0.86% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.83% | -0.44% | -3.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.95% | +0.25% | -0.20% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工業 | 3.44% | -0.83% | -0.99% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.97% | -0.18% | +4.65% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 2.28% | -0.10% | -3.63% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.09% | +0.11% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -2.65% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | +0.08% | -1.36% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.76% | -0.08% | +0.19% | |
| 11 | T | At&t Inc | 股票-通訊服務 | 1.70% | -0.57% | -2.35% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | +0.20% | -0.57% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.18% | -0.93% | |
| 14 | AEP | American Electric Power | 股票-公用事業 | 1.29% | -0.03% | -1.10% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | +0.05% | -0.40% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | +0.56% | -1.34% | |
| 17 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.23% | -0.30% | +0.95% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.18% | -0.08% | -0.96% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.07% | -0.14% | -0.64% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.17% | -4.43% | |
| 21 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.98% | -0.22% | -0.63% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.93% | -0.16% | -1.08% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.05% | -0.54% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | +0.04% | -2.77% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.06% | +0.13% | |
| 26 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.88% | -0.11% | -0.24% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.87% | -0.20% | +2.69% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.84% | +0.24% | -0.89% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.22% | +0.10% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.59% | +0.15% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.75% | +0.05% | -1.76% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | +0.10% | -0.05% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.06% | -1.14% | |
| 34 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.70% | +0.02% | -0.31% | |
| 35 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.67% | -0.12% | -2.47% | |
| 36 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.67% | +0.01% | +2.90% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.01% | -0.36% | |
| 38 | SRE | Sempra | 股票-公用事業 | 0.66% | -0.08% | -0.87% | |
| 39 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.63% | +0.01% | -0.82% | |
| 40 | SPG | Simon Property Group Inc | 股票-房地產 | 0.63% | +0.08% | -2.55% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.63% | -0.04% | -0.55% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.62% | -0.06% | -1.97% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | +0.05% | -0.95% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | -0.04% | -0.07% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.58% | -0.04% | -1.38% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | — | -3.59% | |
| 47 | CG | Carlyle Group Inc/the | 股票-金融 | 0.53% | -0.09% | -0.76% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.53% | +0.02% | -1.98% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.52% | -0.03% | -0.70% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | +0.04% | +8.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -0.20% | 減碼 |
| 2 | ORCL | Oracle CORP | +0.9% | -3.63% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | -0.93% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.57% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.3% | +0.11% | 減碼 |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | -0.96% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.05% | 加碼 |
| 8 | WPM | Wheaton Precious Metals CORP | +0.2% | -0.63% | 減碼 |
| 9 | TSLA | Tesla Inc | +0.2% | -1.98% | 減碼 |
| 10 | GLW | Corning Inc | +0.1% | -2.96% | 減碼 |
| 11 | SCCO | Southern Copper CORP | +0.1% | -4.23% | 加碼 |
| 12 | RTX | Rtx CORP | +0.1% | -0.64% | 減碼 |
| 13 | CG | Carlyle Group Inc/the | +0.1% | -0.76% | 減碼 |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +8.10% | 加碼 |
| 15 | C | Citigroup Inc | +0.1% | +0.13% | 加碼 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +2.69% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | -2.77% | 加碼 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -2.82% | 減碼 |
| 19 | COIN | Coinbase Global Inc -class A | +0.1% | -1.53% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.40% | 減碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -0.54% | 減碼 |
| 22 | SPG | Simon Property Group Inc | +0.1% | -2.55% | 加碼 |
| 23 | SRE | Sempra | +0.1% | -0.87% | 減碼 |
| 24 | UBER | Uber Technologies Inc | +0.1% | +0.26% | 減碼 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.13% | 加碼 |
| 26 | VB | Vanguard Small-cap ETF | 0% | -0.32% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | 0% | +0.15% | 減碼 |
| 28 | SCHW | Schwab (charles) CORP | 0% | -1.38% | 減碼 |
| 29 | DIS | Walt Disney Co/the | 0% | +0.19% | 減碼 |
| 30 | WFC | Wells Fargo & Co | — | -0.36% | 減碼 |
| 31 | WMT | Walmart Inc | 0% | -1.08% | 減碼 |
| 32 | AMZN | Amazon.com Inc | 0% | -1.36% | 減碼 |
| 33 | JNJ | Johnson & Johnson | 0% | +0.13% | 減碼 |
| 34 | CSCO | Cisco Systems Inc | -0.1% | -1.34% | 減碼 |
| 35 | AAPL | Apple Inc | -0.1% | -0.86% | 減碼 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | -0.99% | 減碼 |
| 37 | VTIP | Vanguard Short-term Tips | -0.2% | +4.65% | 加碼 |
| 38 | DOW | Dow Inc | -0.2% | -34.74% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -3.59% | 減碼 |
| 40 | KHC | Kraft Heinz Co/the | -0.3% | -4.94% | 減碼 |
| 41 | OXY | Occidental Petroleum CORP | -0.3% | -2.33% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.4% | -4.43% | 減碼 |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | -1.1% | -3.00% | 減碼 |
| 44 | ✓ | Cidara Therapeutics Inc Com New | — | NEW | 新建倉 |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 47 | SLB | Slb LTD | — | EXIT | 清倉 |
| 48 | ET | Energy Transfer LP | — | NEW | 新建倉 |
| 49 | DEO | Diageo Plc-sponsored Adr | — | NEW | 新建倉 |
| 50 | 0VVB | Paramount Global-class B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Jeppson Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$3.4億，共申報了 225 個公開持股部位。
在 Q3 2025 季度，Jeppson Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (7.9%)、STIP (5.8%)、NVDA (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.9% 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
CIDARA THERAPEUTICS INC COM NEW
市值: US$58.9萬
本季最大獲利了結 / 清倉標的
SLB
前期市值: US$37.6萬
在 Q3 2025 季度中，Jeppson Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 11 個部位、減碼 32 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CIDARA THERAPEUTICS INC COM NEW。 本季清倉部位包含 SLB。
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。