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: 0001963536
申報總市值
US$3.4億
US$3.4億
57 檔
26.5%
根據最新整理的 13F 季度數據集，Jessup Wealth Management, Inc 於 Q3 2024 結束時的管理資產規模為 US$3.4億。該機構在本季度申報了 57 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Jessup Wealth Management, Inc 的板塊替換策略：機構本季推動了 22 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AMZN, AAPL, NVDA）占據了總市值的 26.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 12.98% | -1.52% | +4.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.98% | -0.55% | -7.92% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.96% | -0.80% | +35.62% | |
| 4 | TMUS | T-mobile US Inc | 股票-通訊服務 | 5.00% | -1.34% | +8.24% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 4.87% | -0.75% | -1.93% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.79% | -0.75% | +112.27% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.63% | -0.21% | +97.95% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 4.23% | +2.60% | -14.68% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.00% | — | -6.25% | |
| 10 | EBAY | Ebay Inc | 股票-循環性消費 | 3.80% | — | — | |
| 11 | EGO | Eldorado Gold CORP | 股票-其他 | 3.66% | — | -1.78% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.19% | +1.38% | +80.60% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 2.90% | +2.01% | +8.14% | |
| 14 | KKR | Kkr & Co Inc | 股票-金融 | 2.69% | -0.14% | +0.15% | |
| 15 | VMC | Vulcan Materials Co | 股票-原物料 | 2.60% | — | — | |
| 16 | EQH | Equitable Holdings Inc | 股票-金融 | 2.54% | — | +3.60% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 2.51% | — | — | |
| 18 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.18% | — | -8.41% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.67% | -0.98% | -22.36% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.05% | -5.35% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | -0.10% | -0.39% | |
| 22 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.00% | — | — | |
| 23 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.74% | -0.02% | — | |
| 24 | NUE | Nucor CORP | 股票-原物料 | 0.72% | -0.05% | -13.65% | |
| 25 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.71% | -0.08% | -0.88% | |
| 26 | ARHS | Arhaus Inc | 股票-其他 | 0.65% | — | -19.37% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.03% | -3.86% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.59% | +0.43% | -73.76% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +0.07% | +0.11% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.46% | -0.21% | +31.09% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.45% | -0.04% | -1.11% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.41% | -0.04% | -8.50% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | — | -85.94% | |
| 34 | STNE | StoneCo Ltd. | 股票-其他 | 0.35% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.30% | -0.03% | -61.83% | |
| 36 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.29% | — | — | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.29% | +0.16% | -0.51% | |
| 38 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.26% | -0.03% | -3.06% | |
| 39 | CPNG | Coupang Inc | 股票-循環性消費 | 0.25% | — | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.22% | -0.13% | EXIT | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.19% | -0.14% | EXIT | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.17% | -0.01% | +2.94% | |
| 43 | ATSG* | Air Transport Services Group | 股票-其他 | 0.17% | — | +2.88% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.17% | -0.05% | -3.91% | |
| 45 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.16% | — | +0.09% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.15% | -0.04% | — | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.15% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.15% | +0.01% | -4.36% | |
| 49 | SNA | Snap-on Inc | 股票-工業 | 0.13% | -0.01% | — | |
| 50 | WDC | Western Digital CORP | 股票-科技 | 0.13% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EBAY | Ebay Inc | +3.8% | NEW | 新建倉 |
| 2 | VMC | Vulcan Materials Co | +2.6% | NEW | 新建倉 |
| 3 | PG | Procter & Gamble Co/the | +2.6% | +97.95% | 加碼 |
| 4 | XLRE | Ss Real Estate Select Sector | +2.5% | NEW | 新建倉 |
| 5 | GOOGL | Alphabet Inc-cl A | +2.5% | +112.27% | 加碼 |
| 6 | NVDA | Nvidia CORP | +2.4% | +35.62% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +1.8% | +80.60% | 加碼 |
| 8 | TMUS | T-mobile US Inc | +1.3% | +8.24% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +1.1% | +4.96% | 加碼 |
| 10 | CMG | Chipotle Mexican Grill Inc | +1% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.9% | -7.92% | 減碼 |
| 12 | EGO | Eldorado Gold CORP | +0.7% | -1.78% | 減碼 |
| 13 | KKR | Kkr & Co Inc | +0.7% | +0.15% | 加碼 |
| 14 | JNK | Ss Spdr Bb High Yield Bond | +0.4% | -1.93% | 減碼 |
| 15 | IWM | Ishares Russell 2000 ETF | +0.4% | -6.25% | 減碼 |
| 16 | STNE | StoneCo Ltd. | +0.4% | NEW | 新建倉 |
| 17 | EQH | Equitable Holdings Inc | +0.3% | +3.60% | 加碼 |
| 18 | PYPL | Paypal Holdings Inc | +0.3% | NEW | 新建倉 |
| 19 | CPNG | Coupang Inc | +0.3% | NEW | 新建倉 |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +31.09% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.2% | -0.39% | 減碼 |
| 22 | DHR | Danaher CORP | +0.2% | NEW | 新建倉 |
| 23 | CINF | Cincinnati Financial CORP | +0.1% | — | 不變 |
| 24 | SNA | Snap-on Inc | +0.1% | NEW | 新建倉 |
| 25 | PJUL | Innovator U.s. Equity Power | +0.1% | NEW | 新建倉 |
| 26 | SLV | Ishares Silver Trust | +0.1% | NEW | 新建倉 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.11% | 加碼 |
| 28 | SHW | Sherwin-williams Co/the | +0.1% | -8.50% | 減碼 |
| 29 | MSFT | Microsoft CORP | 0% | -5.35% | 減碼 |
| 30 | AMAT | Applied Materials Inc | 0% | -0.51% | 減碼 |
| 31 | NUE | Nucor CORP | -0.1% | -13.65% | 減碼 |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清倉 |
| 33 | EWG | Ishares Msci Germany ETF | -0.2% | EXIT | 清倉 |
| 34 | TREX | Trex Company Inc | -0.2% | EXIT | 清倉 |
| 35 | COST | Costco Wholesale CORP | -0.3% | -22.36% | 減碼 |
| 36 | MU | Micron Technology Inc | -0.3% | +8.14% | 加碼 |
| 37 | AMD | Advanced Micro Devices | -0.3% | -14.68% | 減碼 |
| 38 | VOO | Vanguard S&p 500 ETF | -0.4% | -61.83% | 減碼 |
| 39 | ARHS | Arhaus Inc | -0.4% | -19.37% | 減碼 |
| 40 | CME | Cme Group Inc | -0.7% | EXIT | 清倉 |
| 41 | VOO | Vanguard S&P 500 ETF | -1.1% | -8.41% | 減碼 |
| 42 | JPM | Jpmorgan Chase & Co | -1.3% | EXIT | 清倉 |
| 43 | TOST | Toast Inc-class A | -2.2% | EXIT | 清倉 |
| 44 | DBC | Invesco Db Commodity Index T | -2.3% | EXIT | 清倉 |
| 45 | CRWD | Crowdstrike Holdings Inc - A | -2.3% | -73.76% | 減碼 |
| 46 | ZS | Zscaler Inc | -2.5% | EXIT | 清倉 |
| 47 | SBLK | Star Bulk Carriers Corp. | -2.5% | EXIT | 清倉 |
| 48 | QCOM | Qualcomm Inc | -2.7% | -85.94% | 減碼 |
| 49 | VLO | Valero Energy CORP | -3.8% | EXIT | 清倉 |
| 50 | AA | Alcoa CORP | -3.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Jessup Wealth Management, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$3.4億，共申報了 57 個公開持股部位。
在 Q3 2024 季度，Jessup Wealth Management, Inc 按市值排列的前三大核心持股分別為：AMZN (13.0%)、AAPL (10.0%)、NVDA (8.0%)。其中最大持股部位 AMZN 佔據整體投資組合約 13.0% 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
EBAY
市值: US$829.0萬
本季最大獲利了結 / 清倉標的
AA
前期市值: US$903.5萬
在 Q3 2024 季度中，Jessup Wealth Management, Inc 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 11 個部位、減碼 16 個部位以及清倉 11 個部位。 其中最大新建倉標的為 EBAY。 本季清倉部位包含 AA。
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。