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: 0001748278
申報總市值
US$11.1億
US$11.1億
180 檔
17.0%
JGP Wealth Management, LLC 在 Q4 2024 季度的美股部位總計估值為 US$11.1億，分散於 180 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 JGP Wealth Management, LLC 積極進場，新開立 3 個部位並同步加碼 35 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, IVV, MSFT）累計市值佔比達 17.0%，是驅動 JGP Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 7.16% | -0.06% | +0.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.51% | +1.58% | +49.90% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.35% | +1.81% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.55% | +0.11% | +5.23% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 3.31% | +3.56% | +1.87% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | -0.07% | +0.69% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.60% | -0.07% | +0.59% | |
| 8 | PNC | Pnc Financial Services Group | 股票-金融 | 2.52% | +0.04% | +0.30% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.22% | -0.19% | +2.50% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 2.15% | +0.21% | +2.69% | |
| 11 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.95% | -0.11% | +1.42% | |
| 12 | GWW | Ww Grainger Inc | 股票-工業 | 1.92% | +0.13% | +0.13% | |
| 13 | INTU | Intuit Inc | 股票-科技 | 1.89% | -0.66% | EXIT | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.84% | -0.14% | +3.05% | |
| 15 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.80% | -0.67% | +402.70% | |
| 16 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.74% | -0.15% | +1.44% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 1.73% | -0.03% | +0.65% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.72% | -0.23% | +0.24% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.65% | -0.25% | +1.33% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.52% | -0.32% | +0.72% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.51% | -0.27% | +1.06% | |
| 22 | POOL | Pool CORP | 股票-工業 | 1.50% | — | +4.89% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.41% | -0.19% | +0.54% | |
| 24 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.40% | -0.10% | +1.68% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.37% | -0.06% | +1.43% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.36% | -0.18% | +2.97% | |
| 27 | ITW | Illinois Tool Works | 股票-工業 | 1.35% | -0.11% | +1.14% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.35% | -0.40% | +1.52% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.30% | +0.04% | +0.51% | |
| 30 | FDS | Factset Research Systems Inc | 股票-金融 | 1.29% | -0.01% | +1.29% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.28% | -0.09% | -13.39% | |
| 32 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.24% | -0.35% | +1.23% | |
| 33 | SCI | Service CORP International | 股票-循環性消費 | 1.21% | -0.15% | +1.22% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 1.19% | -0.38% | +1.00% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.13% | — | -5.16% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | -0.08% | +2.00% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.09% | — | -0.81% | |
| 38 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.05% | -0.25% | -0.85% | |
| 39 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.99% | -0.03% | +1.76% | |
| 40 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.74% | -0.09% | +5.82% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.74% | -0.16% | -16.08% | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.73% | -0.08% | -14.12% | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.66% | +0.01% | +3.50% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | -0.04% | +0.76% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.03% | +1.04% | |
| 46 | PPG | Ppg Industries Inc | 股票-原物料 | 0.52% | -0.01% | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | -0.02% | +7.08% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.49% | -0.05% | +0.35% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | -0.07% | -0.08% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.43% | -0.06% | -1.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.3% | +49.90% | 加碼 |
| 2 | AAPL | Apple Inc | +0.6% | +0.65% | 加碼 |
| 3 | PPG | Ppg Industries Inc | +0.5% | NEW | 新建倉 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +0.69% | 加碼 |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +5.23% | 加碼 |
| 6 | WMT | Walmart Inc | +0.2% | +0.72% | 加碼 |
| 7 | ADP | Automatic Data Processing | +0.2% | +0.59% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +3.50% | 加碼 |
| 9 | PNC | Pnc Financial Services Group | +0.1% | +0.30% | 加碼 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +65.37% | 加碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +88.75% | 加碼 |
| 12 | PAYX | Paychex Inc | +0.1% | +0.65% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +3.82% | 加碼 |
| 14 | FDS | Factset Research Systems Inc | +0.1% | +1.29% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.76% | 加碼 |
| 16 | INTU | Intuit Inc | +0.1% | +2.10% | 加碼 |
| 17 | IQLT | Ishares Msci International Q | +0.1% | NEW | 新建倉 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.98% | 加碼 |
| 19 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建倉 |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +47.75% | 加碼 |
| 21 | PLTR | Palantir Technologies Inc-a | 0% | +13.91% | 加碼 |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +45.63% | 加碼 |
| 23 | LRCXEUR | Lam Research CORP | 0% | EXIT | 清倉 |
| 24 | OMC | Omnicom Group | 0% | +2.40% | 加碼 |
| 25 | RTX | Rtx CORP | -0.1% | +0.54% | 加碼 |
| 26 | ADSK | Autodesk Inc | -0.1% | -46.37% | 減碼 |
| 27 | LMT | Lockheed Martin CORP | -0.1% | +1.56% | 加碼 |
| 28 | PSA | Public Storage | -0.1% | +1.70% | 加碼 |
| 29 | POOL | Pool CORP | -0.1% | +4.89% | 加碼 |
| 30 | TGT | Target CORP | -0.1% | -10.16% | 減碼 |
| 31 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | +0.51% | 加碼 |
| 32 | PFE | Pfizer Inc | -0.1% | -32.84% | 減碼 |
| 33 | AFL | Aflac Inc | -0.1% | +1.43% | 加碼 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | EXIT | 清倉 |
| 35 | ADI | Analog Devices Inc | -0.1% | +2.69% | 加碼 |
| 36 | ICE | Intercontinental Exchange In | -0.1% | +1.06% | 加碼 |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -0.81% | 減碼 |
| 38 | LHX | L3harris Technologies Inc | -0.1% | +1.00% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | +0.24% | 加碼 |
| 40 | TSCO | Tractor Supply Company | -0.2% | +402.70% | 加碼 |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | -5.16% | 減碼 |
| 42 | NKE | Nike Inc -cl B | -0.2% | -0.85% | 減碼 |
| 43 | MDT | Medtronic plc | -0.2% | -14.12% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.2% | -16.08% | 減碼 |
| 45 | NEE | Nextera Energy Inc | -0.3% | +1.33% | 加碼 |
| 46 | AMGN | Amgen Inc | -0.4% | +3.05% | 加碼 |
| 47 | JNJ | Johnson & Johnson | -0.4% | -13.39% | 減碼 |
| 48 | LEN | Lennar Corp-a | -0.5% | +1.68% | 加碼 |
| 49 | KLAC | Kla CORP | -0.7% | +1.87% | 加碼 |
| 50 | CDW | Cdw Corp/de | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，JGP Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$11.1億，共申報了 180 個公開持股部位。
在 Q4 2024 季度，JGP Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (7.2%)、IVV (6.5%)、MSFT (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.2% 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
PPG
市值: US$405.0萬
本季最大獲利了結 / 清倉標的
CDW
前期市值: US$1104.3萬
在 Q4 2024 季度中，JGP Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 35 個部位、減碼 9 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PPG。 本季清倉部位包含 CDW。
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。