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
23.0%
Q4 2025 季度申報顯示，Jeppson Wealth Management, LLC 揭露的美股組合總市值為 US$3.4億，涵蓋 225 個不同之權益投資部位。
Jeppson Wealth Management, LLC 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Jeppson Wealth Management, LLC 的前 5 大持股（包含 AAPL, STIP, NVDA）貢獻了組合市值的 23.0%，形成該機構在 Q4 2025 季度的基本面基石。
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 | 8.31% | +0.44% | -0.74% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.54% | -0.44% | -3.48% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.82% | +0.25% | -1.87% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工業 | 3.19% | -0.83% | -3.32% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.81% | -0.18% | -2.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.11% | +0.08% | -0.37% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.09% | -0.40% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -2.65% | EXIT | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.84% | +0.20% | -2.20% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.72% | -0.08% | -0.47% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.56% | -0.10% | -0.55% | |
| 12 | T | At&t Inc | 股票-通訊服務 | 1.53% | -0.57% | +3.07% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.18% | +0.05% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +0.17% | -3.57% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.40% | +0.56% | -0.77% | |
| 16 | AEP | American Electric Power | 股票-公用事業 | 1.31% | -0.03% | -0.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | +0.05% | -0.23% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.23% | -0.08% | -2.92% | |
| 19 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.20% | -0.30% | +5.56% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.14% | -0.14% | -2.29% | |
| 21 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.00% | -0.22% | -1.67% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.16% | -0.19% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.97% | -0.20% | +0.99% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.04% | -0.18% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.06% | -4.87% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | +0.10% | -0.31% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.05% | +7.32% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | +0.24% | -0.16% | |
| 29 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.85% | -0.11% | +0.01% | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.85% | +0.01% | -1.88% | |
| 31 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.82% | +0.01% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.22% | -0.19% | |
| 33 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.74% | -0.04% | -1.28% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | +0.05% | — | |
| 35 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.73% | -0.12% | -1.24% | |
| 36 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.72% | +0.02% | -0.33% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.72% | -0.01% | -2.10% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.68% | +0.59% | -0.18% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.67% | — | -0.24% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.06% | -2.58% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | +0.05% | -0.07% | |
| 42 | SRE | Sempra | 股票-公用事業 | 0.64% | -0.08% | -0.44% | |
| 43 | SPG | Simon Property Group Inc | 股票-房地產 | 0.61% | +0.08% | -0.52% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.60% | -0.04% | -0.53% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.58% | -0.06% | -0.25% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.56% | +0.02% | +4.84% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | -0.04% | -2.64% | |
| 48 | WELL | Welltower Inc | 股票-房地產 | 0.53% | +0.04% | -0.28% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.52% | +0.04% | +0.76% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | +0.04% | -3.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -0.74% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -2.20% | 減碼 |
| 3 | LLY | Eli Lilly & Co | +0.4% | -3.57% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.31% | 減碼 |
| 5 | CAH | Cardinal Health Inc | +0.2% | — | 不變 |
| 6 | FCX | Freeport-mcmoran Inc | +0.2% | -1.88% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.1% | -0.77% | 減碼 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -0.24% | 減碼 |
| 9 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.28% | 減碼 |
| 10 | GLD | Spdr Gold Shares | +0.1% | +0.99% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | -0.37% | 減碼 |
| 12 | RTX | Rtx CORP | +0.1% | -2.29% | 減碼 |
| 13 | MU | Micron Technology Inc | +0.1% | -5.73% | 減碼 |
| 14 | DOW | Dow Inc | +0.1% | +75.85% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | -0.19% | 減碼 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +4.37% | 加碼 |
| 17 | ET | Energy Transfer LP | +0.1% | +64.52% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.05% | 加碼 |
| 19 | CMCSA | Comcast Corp-class A | -0.1% | -38.47% | 減碼 |
| 20 | PG | Procter & Gamble Co/the | -0.1% | -2.58% | 減碼 |
| 21 | NFLX | Netflix Inc | -0.1% | +910.12% | 加碼 |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | -0.18% | 減碼 |
| 23 | UBER | Uber Technologies Inc | -0.1% | -0.66% | 減碼 |
| 24 | NVDA | Nvidia CORP | -0.1% | -1.87% | 減碼 |
| 25 | VTIP | Vanguard Short-term Tips | -0.2% | -2.24% | 減碼 |
| 26 | T | At&t Inc | -0.2% | +3.07% | 加碼 |
| 27 | MSFT | Microsoft CORP | -0.2% | -0.40% | 減碼 |
| 28 | LMT | Lockheed Martin CORP | -0.3% | -3.32% | 減碼 |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | -0.3% | -3.48% | 減碼 |
| 30 | ORCL | Oracle CORP | -0.7% | -0.55% | 減碼 |
| 31 | UL | Unilever PLC | — | EXIT | 清倉 |
| 32 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 33 | ✓ | Cidara Therapeutics Inc Com New | — | EXIT | 清倉 |
| 34 | KEL | Kellanova | — | EXIT | 清倉 |
| 35 | STZ | Constellation Brands Inc-a | — | NEW | 新建倉 |
| 36 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清倉 |
| 37 | VICI | Vici Properties Inc | — | NEW | 新建倉 |
| 38 | HRL | Hormel Foods CORP | — | NEW | 新建倉 |
| 39 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建倉 |
| 40 | WBD | Warner Bros Discovery Inc | — | NEW | 新建倉 |
| 41 | AMCR | Amcor plc | — | EXIT | 清倉 |
| 42 | AMCR | Amcor plc | — | NEW | 新建倉 |
| 43 | TD | Toronto-dominion Bank | — | NEW | 新建倉 |
| 44 | AMAT | Applied Materials Inc | — | NEW | 新建倉 |
| 45 | HLT | Hilton Worldwide Holdings In | — | NEW | 新建倉 |
| 46 | SLVP | Ishares Msci Global Silver A | — | NEW | 新建倉 |
| 47 | FNV | Franco-nevada CORP | — | EXIT | 清倉 |
| 48 | XEL | Xcel Energy Inc | — | EXIT | 清倉 |
| 49 | FE | Firstenergy CORP | — | EXIT | 清倉 |
| 50 | VO | Vanguard Mid-cap ETF | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Jeppson Wealth Management, LLC 在 Q4 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 Q4 2025 季度，Jeppson Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (8.3%)、STIP (5.5%)、NVDA (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.3% 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
UL
市值: US$113.2萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$117.2萬
在 Q4 2025 季度中，Jeppson Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 7 個部位、減碼 22 個部位以及清倉 9 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。