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
70 檔
29.3%
在 Q4 2024 申報期間，Jessup Wealth Management, Inc（CIK: 0001963536）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$3.4億，共持有 70 個公開申報部位。
Jessup Wealth Management, Inc 於 Q4 2024 展現出進攻型調倉步調，本季推動了 17 檔股票的新建倉與 10 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Jessup Wealth Management, Inc 的前 5 大核心持股（包含 AMZN, AAPL, NVDA 等）合計佔整體申報市值的 29.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 14.08% | -1.52% | -0.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.08% | -0.55% | +1.08% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.01% | -0.80% | -2.05% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.13% | -0.75% | +0.82% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 4.59% | -0.75% | +3.94% | |
| 6 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 3.72% | -0.08% | EXIT | |
| 7 | TMUS | T-mobile US Inc | 股票-通訊服務 | 3.64% | -1.34% | -26.81% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 3.42% | +2.60% | +17.97% | |
| 9 | EBAY | Ebay Inc | 股票-循環性消費 | 3.34% | — | -0.57% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.13% | +0.04% | — | |
| 11 | VMC | Vulcan Materials Co | 股票-原物料 | 3.07% | — | +23.80% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.04% | -0.21% | +780.01% | |
| 13 | EGO | Eldorado Gold CORP | 股票-其他 | 2.90% | — | -0.41% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.83% | -0.21% | -32.13% | |
| 15 | KKR | Kkr & Co Inc | 股票-金融 | 2.81% | -0.14% | -0.52% | |
| 16 | EQH | Equitable Holdings Inc | 股票-金融 | 2.48% | — | -6.43% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.19% | -0.73% | — | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 2.08% | — | -2.15% | |
| 19 | XYZ | Block Inc | 股票-金融 | 2.05% | — | — | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.98% | -0.24% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.05% | +4.14% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.13% | — | -69.71% | |
| 23 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.96% | — | -0.90% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.10% | -0.06% | |
| 25 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.73% | -0.02% | — | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.72% | +2.01% | -67.24% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.65% | +0.43% | -2.14% | |
| 28 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.64% | -0.08% | -4.55% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.03% | -2.84% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | +0.07% | +0.04% | |
| 31 | NUE | Nucor CORP | 股票-原物料 | 0.52% | -0.05% | +0.89% | |
| 32 | ARHS | Arhaus Inc | 股票-其他 | 0.46% | — | -0.78% | |
| 33 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.45% | — | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | -0.04% | -0.71% | |
| 35 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.34% | -0.04% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.34% | -0.03% | +20.57% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | — | -1.78% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.30% | — | -0.27% | |
| 39 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.27% | -0.03% | -1.80% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.25% | +1.38% | -90.08% | |
| 41 | U | Unity Software Inc | 股票-科技 | 0.22% | — | — | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.21% | +0.16% | -1.95% | |
| 43 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.21% | -0.03% | — | |
| 44 | CPNG | Coupang Inc | 股票-循環性消費 | 0.21% | — | +0.34% | |
| 45 | ATSG* | Air Transport Services Group | 股票-其他 | 0.19% | — | -12.15% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.19% | -0.14% | EXIT | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.06% | — | |
| 48 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.18% | — | +69.71% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.18% | -0.01% | +12.34% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.17% | -0.13% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ULTA | Ulta Beauty Inc | +3.6% | +3218.87% | 加碼 |
| 2 | VXF | Vanguard Extended Market ETF | +3.1% | NEW | 新建倉 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +2.6% | +780.01% | 加碼 |
| 4 | IEF | Ishares 7-10 Year Treasury B | +2.2% | NEW | 新建倉 |
| 5 | XYZ | Block Inc | +2% | NEW | 新建倉 |
| 6 | AMZN | Amazon.com Inc | +1.1% | -0.93% | 減碼 |
| 7 | VMC | Vulcan Materials Co | +0.5% | +23.80% | 加碼 |
| 8 | TSN | Tyson Foods Inc-cl A | +0.5% | NEW | 新建倉 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.82% | 加碼 |
| 10 | U | Unity Software Inc | +0.2% | NEW | 新建倉 |
| 11 | PNOV | Innovator U.s. Equity Power | +0.2% | NEW | 新建倉 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | NEW | 新建倉 |
| 13 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建倉 |
| 14 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 15 | KKR | Kkr & Co Inc | +0.1% | -0.52% | 減碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 17 | BX | Blackstone Inc | +0.1% | NEW | 新建倉 |
| 18 | AAPL | Apple Inc | +0.1% | +1.08% | 加碼 |
| 19 | PDEC | Innovator U.s. Equity Power | +0.1% | NEW | 新建倉 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | 新建倉 |
| 21 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建倉 |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 23 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.14% | 減碼 |
| 26 | NVDA | Nvidia CORP | +0.1% | -2.05% | 減碼 |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +20.57% | 加碼 |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +41.13% | 加碼 |
| 29 | V | Visa Inc-class A Shares | 0% | -2.84% | 減碼 |
| 30 | EQH | Equitable Holdings Inc | -0.1% | -6.43% | 減碼 |
| 31 | COST | Costco Wholesale CORP | -0.1% | -0.24% | 減碼 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | — | 不變 |
| 33 | AMAT | Applied Materials Inc | -0.1% | -1.95% | 減碼 |
| 34 | SLV | Ishares Silver Trust | -0.1% | EXIT | 清倉 |
| 35 | DHR | Danaher CORP | -0.2% | EXIT | 清倉 |
| 36 | JNJ | Johnson & Johnson | -0.2% | -0.06% | 減碼 |
| 37 | ARHS | Arhaus Inc | -0.2% | -0.78% | 減碼 |
| 38 | NUE | Nucor CORP | -0.2% | +0.89% | 加碼 |
| 39 | JNK | Ss Spdr Bb High Yield Bond | -0.3% | +3.94% | 加碼 |
| 40 | STNE | StoneCo Ltd. | -0.4% | EXIT | 清倉 |
| 41 | XLRE | Ss Real Estate Select Sector | -0.4% | -2.15% | 減碼 |
| 42 | EBAY | Ebay Inc | -0.5% | -0.57% | 減碼 |
| 43 | EGO | Eldorado Gold CORP | -0.8% | -0.41% | 減碼 |
| 44 | AMD | Advanced Micro Devices | -0.8% | +17.97% | 加碼 |
| 45 | TMUS | T-mobile US Inc | -1.4% | -26.81% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -1.8% | -32.13% | 減碼 |
| 47 | VOO | Vanguard S&P 500 ETF | -2.2% | EXIT | 清倉 |
| 48 | MU | Micron Technology Inc | -2.2% | -67.24% | 減碼 |
| 49 | IWM | Ishares Russell 2000 ETF | -2.9% | -69.71% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -2.9% | -90.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Jessup Wealth Management, Inc 在 Q4 2024 季度的美股持倉總市值約為 US$3.4億，共申報了 70 個公開持股部位。
在 Q4 2024 季度，Jessup Wealth Management, Inc 按市值排列的前三大核心持股分別為：AMZN (14.1%)、AAPL (10.1%)、NVDA (8.0%)。其中最大持股部位 AMZN 佔據整體投資組合約 14.1% 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
VXF
市值: US$734.6萬
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$476.3萬
在 Q4 2024 季度中，Jessup Wealth Management, Inc 共進行了 49 項持倉異動，包含新建倉 17 個部位、加碼 10 個部位、減碼 18 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VXF。 本季清倉部位包含 VOO。
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。