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
235 檔
22.7%
Jeppson Wealth Management, LLC 在 Q1 2026 季度的美股部位總計估值為 US$3.4億，分散於 235 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Jeppson Wealth Management, LLC 於 Q1 2026 季度持續回收資金，對 100 個既有部位進行裁減並清倉 10 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 22.7%，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 235 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 | 7.66% | +0.44% | -0.27% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.56% | -0.44% | +0.39% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.37% | +0.25% | -2.10% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工業 | 3.72% | -0.83% | -5.83% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.80% | -0.18% | -0.48% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.65% | -2.65% | EXIT | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.87% | +0.08% | -0.91% | |
| 8 | T | At&t Inc | 股票-通訊服務 | 1.75% | -0.57% | -1.33% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.64% | +0.20% | -1.89% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.09% | +2.96% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.44% | -0.08% | -0.26% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 1.43% | -0.03% | -2.56% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.42% | -0.30% | -2.61% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.38% | +0.56% | -1.44% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.25% | +0.18% | -2.49% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | +0.17% | -1.17% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.18% | -0.10% | +0.98% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.16% | -0.14% | -1.78% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.05% | -0.15% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.16% | -0.73% | |
| 21 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.08% | -0.22% | -2.29% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | -0.06% | -2.22% | |
| 23 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.02% | -0.11% | -0.33% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.22% | -3.43% | |
| 25 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.96% | +0.01% | -1.23% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.94% | -0.20% | -10.20% | |
| 27 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.91% | -0.08% | +1.67% | |
| 28 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.84% | -0.04% | -1.83% | |
| 29 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.80% | +0.01% | -4.14% | |
| 30 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.80% | -0.12% | -2.80% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | -0.06% | +20.11% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | — | +0.26% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.10% | -9.59% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | +0.04% | -8.78% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | -0.05% | -2.51% | |
| 36 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.71% | -0.24% | -0.59% | |
| 37 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.70% | +0.02% | -0.65% | |
| 38 | SRE | Sempra | 股票-公用事業 | 0.69% | -0.08% | -0.18% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.69% | +0.24% | +7.83% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | +0.05% | -1.78% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.65% | -0.22% | -0.37% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.63% | -0.06% | -1.91% | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +0.59% | +7.16% | |
| 44 | SPG | Simon Property Group Inc | 股票-房地產 | 0.59% | +0.08% | -2.77% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.56% | -0.04% | +1.46% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.56% | -0.08% | -0.26% | |
| 47 | WELL | Welltower Inc | 股票-房地產 | 0.55% | +0.04% | -0.44% | |
| 48 | GLW | Corning Inc | 股票-科技 | 0.54% | +0.30% | -1.91% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.52% | -0.03% | -0.66% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.52% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -6.78% | 減碼 |
| 2 | LMT | Lockheed Martin CORP | +0.5% | -5.83% | 減碼 |
| 3 | OXY | Occidental Petroleum CORP | +0.3% | -0.59% | 減碼 |
| 4 | CVX | Chevron CORP | +0.2% | -3.43% | 減碼 |
| 5 | VZ | Verizon Communications Inc | +0.2% | -2.61% | 減碼 |
| 6 | T | At&t Inc | +0.2% | -1.33% | 減碼 |
| 7 | COP | Conocophillips | +0.2% | -0.37% | 減碼 |
| 8 | GLW | Corning Inc | +0.2% | -1.91% | 減碼 |
| 9 | KMI | Kinder Morgan, Inc. | +0.2% | -0.33% | 減碼 |
| 10 | PSX | Phillips 66 | +0.2% | -0.26% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -2.22% | 減碼 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +20.11% | 加碼 |
| 13 | AEP | American Electric Power | +0.1% | -2.56% | 減碼 |
| 14 | FCX | Freeport-mcmoran Inc | +0.1% | -1.23% | 減碼 |
| 15 | DOW | Dow Inc | +0.1% | -0.48% | 減碼 |
| 16 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.83% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | -0.73% | 減碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.26% | 加碼 |
| 19 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +8.27% | 加碼 |
| 20 | WPM | Wheaton Precious Metals CORP | +0.1% | -2.29% | 減碼 |
| 21 | GILD | Gilead Sciences Inc | +0.1% | -2.80% | 減碼 |
| 22 | MDLZ | Mondelez International Inc-a | +0.1% | +45.25% | 加碼 |
| 23 | SRE | Sempra | +0.1% | -0.18% | 減碼 |
| 24 | VICI | Vici Properties Inc | +0.1% | +57.38% | 加碼 |
| 25 | DUK | Duke Energy CORP | +0.1% | -1.91% | 減碼 |
| 26 | CAT | Caterpillar Inc | +0.1% | -3.22% | 減碼 |
| 27 | SCCO | Southern Copper CORP | +0.1% | +0.55% | 加碼 |
| 28 | SO | Southern Co/the | 0% | -0.66% | 減碼 |
| 29 | KYN | Kayne Anderson Energy Infra | 0% | -0.15% | 減碼 |
| 30 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 31 | INTC | Intel CORP | 0% | -2.35% | 減碼 |
| 32 | PFE | Pfizer Inc | 0% | -0.51% | 減碼 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -0.77% | 減碼 |
| 34 | NOC | Northrop Grumman CORP | 0% | -9.30% | 減碼 |
| 35 | PAYX | Paychex Inc | 0% | +57.06% | 加碼 |
| 36 | NFLX | Netflix Inc | 0% | +9.01% | 加碼 |
| 37 | ET | Energy Transfer LP | 0% | +2.24% | 加碼 |
| 38 | MU | Micron Technology Inc | 0% | -0.53% | 減碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +0.06% | 加碼 |
| 40 | PEP | Pepsico Inc | 0% | +1.20% | 加碼 |
| 41 | STWD | Starwood Property Trust Inc | 0% | +39.05% | 加碼 |
| 42 | ADM | Archer-daniels-midland Co | 0% | -0.32% | 減碼 |
| 43 | NVS | Novartis Ag-sponsored Adr | 0% | — | 不變 |
| 44 | FANG | Diamondback Energy Inc | 0% | -1.58% | 減碼 |
| 45 | AMLP | Alerian Mlp ETF | 0% | -0.06% | 減碼 |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +0.39% | 加碼 |
| 47 | RTX | Rtx CORP | 0% | -1.78% | 減碼 |
| 48 | WELL | Welltower Inc | 0% | -0.44% | 減碼 |
| 49 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 50 | TGT | Target CORP | 0% | -7.66% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jeppson Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.4億，共申報了 235 個公開持股部位。
在 Q1 2026 季度，Jeppson Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (7.7%)、STIP (5.6%)、NVDA (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.7% 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
SNY
市值: US$39.9萬
本季最大獲利了結 / 清倉標的
BXP
前期市值: US$31.2萬
在 Q1 2026 季度中，Jeppson Wealth Management, LLC 共進行了 176 項持倉異動，包含新建倉 20 個部位、加碼 46 個部位、減碼 100 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SNY。 本季清倉部位包含 BXP。
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。