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
201 檔
21.2%
截至 Q2 2025 季度末，JGP Wealth Management, LLC 的美股持倉估值約為 US$11.1億，全數申報部位共有 201 檔。
在 Q2 2025，JGP Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 28 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 IVV, AAPL, MSFT）占據了總市值的 21.2%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 201 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.83% | +1.58% | -3.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.43% | -0.06% | -0.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.57% | -0.35% | +1.56% | |
| 4 | KLAC | Kla CORP | 股票-科技 | 4.48% | +3.56% | +0.90% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.31% | +0.11% | +20.80% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.63% | -0.19% | +5.15% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | -0.07% | +0.15% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.33% | -0.07% | -0.01% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 2.26% | +0.21% | +0.81% | |
| 10 | PNC | Pnc Financial Services Group | 股票-金融 | 2.15% | +0.04% | +1.16% | |
| 11 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.79% | -0.11% | -0.74% | |
| 12 | GWW | Ww Grainger Inc | 股票-工業 | 1.69% | +0.13% | +1.49% | |
| 13 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.69% | -0.67% | +1.76% | |
| 14 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.59% | -0.15% | +1.88% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.57% | -0.19% | -0.36% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.49% | -0.32% | +0.81% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 1.48% | -0.66% | EXIT | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.44% | -0.25% | +0.02% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.44% | -0.14% | -0.41% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 1.40% | -0.27% | -0.31% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.40% | -0.40% | -0.42% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.39% | -0.18% | +2.53% | |
| 23 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.37% | -0.23% | +1.69% | |
| 24 | PAYX | Paychex Inc | 股票-科技 | 1.37% | -0.03% | -0.22% | |
| 25 | LHX | L3harris Technologies Inc | 股票-工業 | 1.31% | -0.38% | -0.16% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.23% | +0.04% | -0.88% | |
| 27 | POOL | Pool CORP | 股票-工業 | 1.20% | — | +0.44% | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 1.18% | -0.11% | -0.26% | |
| 29 | AFL | Aflac Inc | 股票-金融 | 1.01% | -0.06% | -0.13% | |
| 30 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.00% | -0.10% | +1.66% | |
| 31 | FDS | Factset Research Systems Inc | 股票-金融 | 1.00% | -0.01% | -0.25% | |
| 32 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.00% | -0.35% | -0.61% | |
| 33 | SCI | Service CORP International | 股票-循環性消費 | 0.99% | -0.15% | -0.42% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | -0.08% | -0.29% | |
| 35 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.93% | -0.25% | -1.45% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.79% | -0.09% | +2.74% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | -0.04% | +3.12% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.09% | +1.73% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.77% | — | -1.73% | |
| 40 | MDT | Medtronic plc | 股票-醫療保健 | 0.75% | -0.08% | +1.20% | |
| 41 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.75% | -0.03% | -1.15% | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.61% | +0.01% | +0.41% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | -0.02% | +2.63% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.60% | -0.16% | +2.14% | |
| 45 | MEM | Matthews Em Mkt Eqty Active | ETF-其他 | 0.60% | +0.04% | +0.34% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.56% | -0.06% | -3.63% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.03% | +2.16% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | -0.07% | +11.42% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 0.48% | -0.05% | +0.81% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | -0.04% | +202.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +1.56% | 加碼 |
| 2 | KLAC | Kla CORP | +0.8% | +0.90% | 加碼 |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.8% | +20.80% | 加碼 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +202.51% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +0.15% | 加碼 |
| 6 | INTU | Intuit Inc | +0.2% | -0.99% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.12% | 加碼 |
| 8 | ADI | Analog Devices Inc | +0.2% | +0.81% | 加碼 |
| 9 | LHX | L3harris Technologies Inc | +0.1% | -0.16% | 減碼 |
| 10 | ORCL | Oracle CORP | +0.1% | -8.17% | 減碼 |
| 11 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | 新建倉 |
| 12 | WSM | Williams-sonoma Inc | +0.1% | +74.46% | 加碼 |
| 13 | LDUR | Pimco Enhanced Low Duration | +0.1% | NEW | 新建倉 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +23.11% | 加碼 |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +126.43% | 加碼 |
| 16 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | 新建倉 |
| 17 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | 新建倉 |
| 18 | WMT | Walmart Inc | +0.1% | +0.81% | 加碼 |
| 19 | MBB | Ishares Mbs ETF | +0.1% | +49.04% | 加碼 |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +13.85% | 加碼 |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.1% | +52.88% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.1% | +15.19% | 加碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | +6.15% | 加碼 |
| 24 | AMZN | Amazon.com Inc | 0% | +0.41% | 加碼 |
| 25 | DFEM | Dimensional Emrg Mrkt Core | 0% | -0.88% | 減碼 |
| 26 | COST | Costco Wholesale CORP | 0% | +11.42% | 加碼 |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.63% | 加碼 |
| 28 | AGG | Ishares Core U.s. Aggregate | 0% | +19.67% | 加碼 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +13.10% | 加碼 |
| 30 | MEM | Matthews Em Mkt Eqty Active | 0% | +0.34% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | -0.36% | 減碼 |
| 32 | NKE | Nike Inc -cl B | 0% | -1.45% | 減碼 |
| 33 | DGRO | Ishares Core Dividend Growth | — | +5.15% | 加碼 |
| 34 | PNC | Pnc Financial Services Group | 0% | +1.16% | 加碼 |
| 35 | GWW | Ww Grainger Inc | 0% | +1.49% | 加碼 |
| 36 | ICE | Intercontinental Exchange In | 0% | -0.31% | 減碼 |
| 37 | DGX | Quest Diagnostics Inc | -0.1% | -0.74% | 減碼 |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.1% | -51.17% | 減碼 |
| 39 | DHI | Dr Horton Inc | -0.1% | EXIT | 清倉 |
| 40 | ABBV | Abbvie Inc | -0.1% | -0.67% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +1.73% | 加碼 |
| 42 | PEP | Pepsico Inc | -0.1% | +2.14% | 加碼 |
| 43 | AFL | Aflac Inc | -0.2% | -0.13% | 減碼 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.2% | -3.28% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -0.29% | 減碼 |
| 46 | CHD | Church & Dwight Co Inc | -0.2% | -1.15% | 減碼 |
| 47 | PAYX | Paychex Inc | -0.2% | -0.22% | 減碼 |
| 48 | POOL | Pool CORP | -0.2% | +0.44% | 加碼 |
| 49 | AMGN | Amgen Inc | -0.3% | -0.41% | 減碼 |
| 50 | AAPL | Apple Inc | -1% | -0.30% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，JGP Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$11.1億，共申報了 201 個公開持股部位。
在 Q2 2025 季度，JGP Wealth Management, LLC 按市值排列的前三大核心持股分別為：IVV (9.8%)、AAPL (5.4%)、MSFT (4.6%)。其中最大持股部位 IVV 佔據整體投資組合約 9.8% 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
TFLO
市值: US$91.5萬
本季最大獲利了結 / 清倉標的
DHI
前期市值: US$66.4萬
在 Q2 2025 季度中，JGP Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 28 個部位、減碼 17 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TFLO。 本季清倉部位包含 DHI。
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。