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$3.5億
US$3.5億
242 檔
22.6%
在 Q2 2026 申報期間，Jeppson Wealth Management, LLC（CIK: 0001831263）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$3.5億，共持有 242 個公開申報部位。
數據顯示 Jeppson Wealth Management, LLC 於 Q2 2026 季度持續回收資金，對 108 個既有部位進行裁減並清倉 13 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 22.6%，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 242 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 | 8.10% | +0.89% | -1.41% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.12% | -0.47% | -0.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.62% | +0.41% | -1.93% | |
| 4 | LMT | Lockheed Martin CORP | 股票-工業 | 2.89% | -0.15% | -2.13% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.62% | +0.16% | -0.95% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.95% | +0.01% | -2.73% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 1.94% | -0.27% | -1.15% | |
| 8 | ✓ | 股票-其他 | 1.90% | +0.34% | — | ||
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.84% | -0.12% | -3.01% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | +0.46% | -0.06% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | -0.10% | -0.15% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 1.40% | -0.21% | -0.56% | |
| 13 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.36% | +0.12% | +0.85% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.36% | -0.13% | -7.04% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.22% | +0.15% | -2.36% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.04% | -0.24% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 1.18% | -0.01% | +0.69% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.12% | +0.05% | -0.50% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.08% | -0.10% | -2.32% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.02% | -0.07% | -5.49% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | +0.01% | -3.67% | |
| 22 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.97% | +0.08% | +0.60% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 0.93% | -0.01% | -0.09% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.93% | -0.11% | -0.59% | |
| 25 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.91% | -0.08% | -1.08% | |
| 26 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.86% | +0.04% | -1.23% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | -0.10% | -3.06% | |
| 28 | GLW | Corning Inc | 股票-科技 | 0.84% | -0.35% | -11.59% | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.83% | +0.12% | +0.17% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.83% | -0.15% | -3.26% | |
| 31 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.81% | -0.08% | -5.15% | |
| 32 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.80% | -0.03% | -0.43% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | -0.07% | -4.26% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.10% | +2.89% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | +0.06% | -0.82% | |
| 36 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.74% | +0.02% | -2.07% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | — | -0.16% | |
| 38 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.72% | -0.06% | -0.06% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.01% | -3.27% | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.68% | +0.03% | -0.33% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | +0.16% | +0.20% | |
| 42 | SPG | Simon Property Group Inc | 股票-房地產 | 0.67% | -0.09% | -0.11% | |
| 43 | SRE | Sempra | 股票-公用事業 | 0.61% | -0.11% | -0.97% | |
| 44 | MU | Micron Technology Inc | 股票-科技 | 0.61% | -0.06% | -13.09% | |
| 45 | WELL | Welltower Inc | 股票-房地產 | 0.59% | -0.01% | -1.12% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.57% | -0.06% | -0.31% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | -0.12% | +0.18% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | -0.06% | -1.18% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | -0.01% | -6.50% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.52% | +0.01% | +0.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.9% | NEW | 新建倉 | |
| 2 | PANW | Palo Alto Networks Inc | +0.6% | -2.36% | 減碼 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | -1.15% | 減碼 |
| 4 | INTC | Intel CORP | +0.5% | -3.26% | 減碼 |
| 5 | AAPL | Apple Inc | +0.4% | -1.41% | 減碼 |
| 6 | MU | Micron Technology Inc | +0.4% | -13.09% | 減碼 |
| 7 | GLW | Corning Inc | +0.3% | -11.59% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -1.93% | 減碼 |
| 9 | QCOM | Qualcomm Inc | +0.2% | -0.09% | 減碼 |
| 10 | MRVL | Marvell Technology Inc | +0.2% | -1.21% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -3.01% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.2% | -0.15% | 減碼 |
| 13 | LLY | Eli Lilly & Co | +0.2% | -7.04% | 減碼 |
| 14 | DELL | Dell Technologies -c | +0.1% | -4.37% | 減碼 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +18.09% | 加碼 |
| 16 | SWK | Stanley Black & Decker Inc | +0.1% | NEW | 新建倉 |
| 17 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.06% | 減碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | -9.33% | 減碼 |
| 20 | NWL | Newell Brands Inc | +0.1% | +114.06% | 加碼 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -2.73% | 減碼 |
| 22 | SPG | Simon Property Group Inc | +0.1% | -0.11% | 減碼 |
| 23 | AMAT | Applied Materials Inc | +0.1% | -3.53% | 減碼 |
| 24 | CLX | Clorox Company | +0.1% | +121.74% | 加碼 |
| 25 | AWK | American Water Works Co Inc | +0.1% | +145.97% | 加碼 |
| 26 | TWLO | Twilio Inc - A | +0.1% | NEW | 新建倉 |
| 27 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | 新建倉 |
| 28 | CPB | THE Campbell's Company | +0.1% | NEW | 新建倉 |
| 29 | IP | International Paper Co | +0.1% | NEW | 新建倉 |
| 30 | WDC | Western Digital CORP | +0.1% | NEW | 新建倉 |
| 31 | LRCX | Lam Research CORP | +0.1% | -0.18% | 減碼 |
| 32 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建倉 |
| 33 | CVS | Cvs Health CORP | +0.1% | NEW | 新建倉 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -6.50% | 減碼 |
| 35 | AAOI | Applied Optoelectronics Inc | +0.1% | +0.06% | 加碼 |
| 36 | VICI | Vici Properties Inc | +0.1% | +48.97% | 加碼 |
| 37 | MGM | Mgm Resorts International | +0.1% | NEW | 新建倉 |
| 38 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | 新建倉 |
| 39 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 40 | TMUS | T-mobile US Inc | +0.1% | NEW | 新建倉 |
| 41 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | 新建倉 |
| 42 | ORI | Old Republic Intl CORP | +0.1% | NEW | 新建倉 |
| 43 | EXE | Expand Energy CORP | +0.1% | NEW | 新建倉 |
| 44 | ELV | Elevance Health Inc | +0.1% | NEW | 新建倉 |
| 45 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建倉 |
| 46 | XEL | Xcel Energy Inc | +0.1% | NEW | 新建倉 |
| 47 | JPM | Jpmorgan Chase & Co | +0.1% | -0.24% | 減碼 |
| 48 | ABBV | Abbvie Inc | +0.1% | -0.16% | 減碼 |
| 49 | IBM | Intl Business Machines CORP | +0.1% | +0.18% | 加碼 |
| 50 | CAKE | Cheesecake Factory Inc/the | +0.1% | +0.02% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jeppson Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.5億，共申報了 242 個公開持股部位。
在 Q2 2026 季度，Jeppson Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (8.1%)、STIP (5.1%)、NVDA (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.1% 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
市值: US$645.6萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$844.4萬
在 Q2 2026 季度中，Jeppson Wealth Management, LLC 共進行了 186 項持倉異動，包含新建倉 20 個部位、加碼 45 個部位、減碼 108 個部位以及清倉 13 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 XOM。
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。