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
162 檔
22.9%
在 Q4 2025 申报期间，Eagle Rock Investment Company, LLC（CIK: 0001911407）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$8.1亿，共持有 162 个公开申报仓位。
在 Q4 2025，Eagle Rock Investment Company, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
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, AVGO, GOOGL 等）合计占整体申报市值的 22.9%，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 | 8.06% | -1.24% | +0.29% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.98% | +0.12% | -1.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.72% | +0.14% | -0.74% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.33% | -0.32% | -0.44% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.01% | -0.43% | +1.69% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.95% | -0.01% | -0.18% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | — | -0.02% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.47% | +0.59% | +20.84% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.39% | +2.09% | -0.13% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.37% | -0.21% | -4.92% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.32% | -0.08% | -0.08% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 2.29% | +1.02% | -1.15% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | +0.33% | +5.52% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.92% | -0.14% | +30.40% | |
| 15 | AZO | Autozone Inc | 股票-周期性消费 | 1.81% | -0.17% | +0.24% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.80% | +0.09% | +15.89% | |
| 17 | COR | Cencora Inc | 股票-医疗保健 | 1.75% | -0.35% | — | |
| 18 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.74% | -0.23% | -0.01% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.67% | -0.27% | +0.52% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.66% | +0.19% | +0.13% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.37% | +0.01% | |
| 22 | WRB | Wr Berkley CORP | 股票-金融 | 1.18% | -0.02% | +18.81% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -0.16% | -0.09% | |
| 24 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.11% | -0.44% | -22.19% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.07% | -0.15% | +0.41% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.48% | -0.04% | |
| 27 | CMI | Cummins Inc | 股票-工业 | 1.05% | +0.06% | +51.67% | |
| 28 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.98% | +0.28% | -0.03% | |
| 29 | APO | Apollo Global Management Inc | 股票-金融 | 0.95% | +0.03% | +12.07% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.94% | +0.69% | +0.17% | |
| 31 | C | Citigroup Inc | 股票-金融 | 0.93% | +0.04% | -0.60% | |
| 32 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.90% | -0.52% | -0.28% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.89% | -0.32% | -3.51% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.85% | -0.10% | +1.86% | |
| 35 | DG | Dollar General CORP | 股票-非周期性消费 | 0.84% | -0.14% | -0.31% | |
| 36 | URI | United Rentals Inc | 股票-工业 | 0.82% | +0.82% | +8.29% | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.70% | +0.05% | — | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.65% | -0.03% | -10.33% | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.65% | +0.02% | +0.21% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.64% | -0.10% | -0.82% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.57% | +0.10% | -4.75% | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.56% | -0.17% | -0.02% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.56% | +0.26% | +109.88% | |
| 44 | MCK | Mckesson CORP | 股票-医疗保健 | 0.55% | -0.06% | — | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +1.47% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.54% | +0.19% | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | -0.07% | +6.56% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | -0.18% | -33.41% | |
| 50 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.52% | -0.37% | +25.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.74% | 减仓 |
| 2 | MU | Micron Technology Inc | +0.9% | -1.15% | 减仓 |
| 3 | IQV | Iqvia Holdings Inc | +0.6% | +30.40% | 加仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +20.84% | 加仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.5% | +15.89% | 加仓 |
| 6 | CMI | Cummins Inc | +0.5% | +51.67% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +109.88% | 加仓 |
| 8 | KLAC | Kla CORP | +0.2% | -0.13% | 减仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +0.17% | 加仓 |
| 10 | DG | Dollar General CORP | +0.2% | -0.31% | 减仓 |
| 11 | AXP | American Express Co | +0.2% | -0.08% | 减仓 |
| 12 | APO | Apollo Global Management Inc | +0.1% | +12.07% | 加仓 |
| 13 | APG | Api Group CORP | +0.1% | +122.83% | 加仓 |
| 14 | ONTO | Onto Innovation Inc | +0.1% | +99.27% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +1.47% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.01% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -3.28% | 减仓 |
| 18 | VT | Vanguard Tot World Stk ETF | +0.1% | +64.99% | 加仓 |
| 19 | C | Citigroup Inc | +0.1% | -0.60% | 减仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +5.52% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.09% | 减仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 23 | AAPL | Apple Inc | +0.1% | -0.18% | 减仓 |
| 24 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 25 | WRB | Wr Berkley CORP | +0.1% | +18.81% | 加仓 |
| 26 | COF | Capital One Financial CORP | +0.1% | — | 不变 |
| 27 | CB | Chubb Limited | 0% | -4.92% | 减仓 |
| 28 | AVGO | Broadcom Inc | -0.1% | -1.99% | 减仓 |
| 29 | LULU | Lululemon Athletica Inc | -0.1% | -43.29% | 减仓 |
| 30 | ADBE | Adobe Inc | -0.1% | -10.33% | 减仓 |
| 31 | URI | United Rentals Inc | -0.1% | +8.29% | 加仓 |
| 32 | ETN | Eaton Corporation plc | -0.1% | +0.21% | 加仓 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -3.51% | 减仓 |
| 34 | CLX | Clorox Company | -0.2% | -5.97% | 减仓 |
| 35 | EA | Electronic Arts Inc | -0.2% | -41.93% | 减仓 |
| 36 | HCA | Hca Healthcare Inc | -0.2% | -22.19% | 减仓 |
| 37 | ORCL | Oracle CORP | -0.3% | -5.78% | 减仓 |
| 38 | QCOM | Qualcomm Inc | -0.3% | -33.41% | 减仓 |
| 39 | GEHC | GE Healthcare Technology | -0.3% | -50.12% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.4% | -0.44% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.4% | +1.69% | 加仓 |
| 42 | SSNC | Ss&c Technologies Holdings | -0.5% | -80.28% | 减仓 |
| 43 | AZO | Autozone Inc | -0.6% | +0.24% | 加仓 |
| 44 | FISV | Fiserv Inc | -0.6% | -25.22% | 减仓 |
| 45 | COR | Cencora Inc | — | NEW | 新建仓 |
| 46 | COR | Cencora, Inc. | — | EXIT | 清仓 |
| 47 | CPAY | Corpay Inc | — | EXIT | 清仓 |
| 48 | WEX | Wex Inc | — | EXIT | 清仓 |
| 49 | LTH | Life Time Group Holdings Inc | — | NEW | 新建仓 |
| 50 | FWONK | Liberty Media Corp-formula-c | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Eagle Rock Investment Company, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$8.1亿，共申报了 162 个公开持股仓位。
在 Q4 2025 季度，Eagle Rock Investment Company, LLC 按市值排列的前三大核心持股分别为：BND (8.1%)、AVGO (6.0%)、GOOGL (5.7%)。其中最大持股仓位 BND 占据整体投资组合约 8.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
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。
本季最大新建仓标的
COR
市值: US$1241.3万
本季最大获利了结 / 清仓标的
COR
前期市值: US$1149.6万
在 Q4 2025 季度中，Eagle Rock Investment Company, LLC 共进行了 47 项持仓异动，包含新建仓 2 个仓位、加仓 18 个仓位、减仓 23 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 COR。 本季清仓仓位包含 COR。
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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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。