13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001911407
申报总市值
US$8.1亿
US$8.1亿
143 檔
15.5%
根据最新整理的 13F 季度数据集，Eagle Rock Investment Company, LLC 于 Q1 2024 结束时的管理资产规模为 US$8.1亿。该机构在本季度申报了 143 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024 期间，Eagle Rock Investment Company, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Eagle Rock Investment Company, LLC 的前 5 大核心持股（包含 BND, BIL, AVGO 等）合计占整体申报市值的 15.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-其他 | 5.90% | -1.24% | +12.26% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.69% | -0.27% | -7.67% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.64% | +0.12% | -13.77% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.46% | +0.19% | +6.27% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.58% | +0.14% | -0.21% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | — | -0.11% | |
| 7 | CB | Chubb Limited | 股票-金融 | 2.75% | -0.21% | -2.19% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.32% | -4.26% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.60% | -0.43% | -15.24% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.56% | -0.01% | +5.71% | |
| 11 | AZO | Autozone Inc | 股票-周期性消费 | 2.44% | -0.17% | +0.55% | |
| 12 | AXP | American Express Co | 股票-金融 | 2.20% | -0.08% | -4.24% | |
| 13 | COR | Cencora Inc | 股票-医疗保健 | 1.77% | -0.35% | -0.56% | |
| 14 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.76% | -0.44% | -11.30% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.67% | +2.09% | -0.67% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.33% | -3.45% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.44% | -0.15% | +15.82% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 1.44% | +1.02% | -13.63% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.40% | -0.48% | -18.16% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.37% | -0.76% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.31% | -0.04% | -1.89% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | -0.16% | -24.76% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.14% | +0.59% | +0.17% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 1.13% | -0.03% | +3.20% | |
| 25 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.11% | -0.34% | EXIT | |
| 26 | DG | Dollar General CORP | 股票-非周期性消费 | 1.06% | -0.14% | +3.56% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | +0.26% | -0.04% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 1.01% | -0.10% | -0.54% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 0.98% | -0.22% | EXIT | |
| 30 | NSC | Norfolk Southern CORP | 股票-工业 | 0.97% | — | +15.56% | |
| 31 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.97% | -0.32% | +37.30% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.95% | -0.10% | — | |
| 33 | PFE | Pfizer Inc | 股票-医疗保健 | 0.91% | -0.11% | +55.22% | |
| 34 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.90% | -0.23% | -0.89% | |
| 35 | FANG | Diamondback Energy Inc | 股票-能源 | 0.90% | -0.17% | -9.48% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.90% | -0.07% | -2.09% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.88% | +0.10% | +30.19% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.85% | +0.01% | +6.79% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | -0.18% | +0.29% | |
| 40 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.74% | -0.52% | -1.29% | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.73% | +0.04% | -0.66% | |
| 42 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.71% | -0.03% | +2.41% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.70% | +0.16% | +0.54% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.70% | -0.07% | +0.62% | |
| 45 | EA | Electronic Arts Inc | 股票-通信服务 | 0.69% | — | +1.92% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.65% | -0.03% | +32.10% | |
| 47 | CNQ | Canadian Natural Resources | 股票-能源 | 0.65% | — | +50.03% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.65% | -0.03% | EXIT | |
| 49 | CLX | Clorox Company | 股票-非周期性消费 | 0.63% | -0.15% | +7.98% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.01% | -9.97% |
根据 SEC 官方 Form 13F 申报备案，Eagle Rock Investment Company, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$8.1亿，共申报了 143 个公开持股仓位。
在 Q1 2024 季度，Eagle Rock Investment Company, LLC 按市值排列的前三大核心持股分别为：BND (5.9%)、BIL (4.7%)、AVGO (4.6%)。其中最大持股仓位 BND 占据整体投资组合约 5.9% 的权重。
在 Q1 2024 季度中，Eagle Rock Investment Company, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。