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: 0002062680
申报总市值
US$346.4亿
US$346.4亿
533 檔
42.3%
Q3 2024 季度申报显示，Rakuten Investment Management, Inc. 披露的美股组合总市值为 US$346.4亿，涵盖 533 个不同之权益投资仓位。
在 Q3 2024，Rakuten Investment Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 196 个既有持股进行加仓（合计增持 198 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rakuten Investment Management, Inc. 的前 5 大核心持股（包含 VTI, VT, AAPL 等）合计占整体申报市值的 42.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 533 只）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 70.99% | -10.46% | +3.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 11.37% | -1.80% | +1.00% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 1.31% | — | +37.64% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +1.26% | +32.14% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.79% | -0.03% | +5.94% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | — | +35.57% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | +0.30% | +33.83% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | +0.54% | +1231.97% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.37% | +0.59% | +33.40% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.32% | -0.08% | +37.33% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | +0.47% | +32.09% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 0.31% | +0.33% | +34.29% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.29% | +0.01% | +21.79% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +34.61% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | +0.25% | +31.90% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | +0.19% | +32.24% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | +0.10% | +34.54% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.18% | -0.01% | +7.91% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.18% | +0.11% | +33.30% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | +0.05% | +32.21% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.17% | — | +36.75% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.16% | -0.02% | +7.12% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.16% | -0.01% | -1.65% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.15% | -0.06% | +27.88% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.15% | +0.12% | +38.38% | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 0.14% | +0.05% | +34.04% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.14% | +0.06% | +32.98% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.14% | +0.08% | +33.37% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.13% | +0.06% | +33.15% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | +0.11% | +33.04% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.11% | +0.04% | +34.34% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.11% | +0.10% | +36.59% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.11% | +0.02% | +33.14% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.10% | — | +34.97% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.10% | +0.19% | +34.11% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.10% | +0.06% | +33.15% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.09% | +0.06% | +33.08% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.09% | +0.05% | +33.48% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.09% | — | +31.99% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.09% | +0.01% | +32.92% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.08% | +0.03% | +32.29% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.08% | — | +34.80% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.08% | — | +34.45% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.08% | +0.03% | +34.69% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.08% | -0.03% | +7.57% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.08% | +0.04% | +33.10% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.07% | +0.02% | +32.61% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.07% | +0.02% | +32.64% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.07% | -0.01% | +3.93% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.07% | +0.39% | +46.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +37.64% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.2% | +32.14% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | +33.83% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.1% | +34.29% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.1% | +1231.97% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.1% | +35.57% | 加仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +37.33% | 加仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +34.61% | 加仓 |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +21.79% | 加仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +33.30% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | 0% | +32.24% | 加仓 |
| 12 | AMD | Advanced Micro Devices | 0% | +36.75% | 加仓 |
| 13 | HD | Home Depot Inc | 0% | +33.15% | 加仓 |
| 14 | MA | Mastercard Inc - A | 0% | +33.37% | 加仓 |
| 15 | COST | Costco Wholesale CORP | 0% | +34.54% | 加仓 |
| 16 | LLY | Eli Lilly & Co | 0% | +31.90% | 加仓 |
| 17 | V | Visa Inc-class A Shares | 0% | +38.38% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | 0% | +32.21% | 加仓 |
| 19 | JNJ | Johnson & Johnson | 0% | +33.04% | 加仓 |
| 20 | NFLX | Netflix Inc | 0% | +34.04% | 加仓 |
| 21 | PG | Procter & Gamble Co/the | 0% | +32.98% | 加仓 |
| 22 | ORCL | Oracle CORP | 0% | +33.48% | 加仓 |
| 23 | CSCO | Cisco Systems Inc | 0% | +34.11% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | 0% | +33.42% | 加仓 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +33.40% | 加仓 |
| 26 | VCIT | Vanguard Int-term Corporate | 0% | +27.88% | 加仓 |
| 27 | KO | Coca-cola Co/the | 0% | +33.08% | 加仓 |
| 28 | USRT | Ishares Core US Reit ETF | 0% | +7.12% | 加仓 |
| 29 | PEP | Pepsico Inc | 0% | +34.34% | 加仓 |
| 30 | CRM | Salesforce Inc | 0% | +32.92% | 加仓 |
| 31 | MCD | Mcdonald's CORP | 0% | +32.64% | 加仓 |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | +33.10% | 加仓 |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +34.69% | 加仓 |
| 34 | GE | General Electric | 0% | +32.29% | 加仓 |
| 35 | TMUS | T-mobile US Inc | 0% | +32.73% | 加仓 |
| 36 | PM | Philip Morris International | 0% | +32.84% | 加仓 |
| 37 | NOW | Servicenow Inc | 0% | +33.51% | 加仓 |
| 38 | SBUX | Starbucks CORP | 0% | +34.24% | 加仓 |
| 39 | NEE | Nextera Energy Inc | 0% | +33.12% | 加仓 |
| 40 | BKNG | Booking Holdings Inc | 0% | +33.17% | 加仓 |
| 41 | PGR | Progressive CORP | 0% | +33.07% | 加仓 |
| 42 | PYPL | Paypal Holdings Inc | 0% | +32.05% | 加仓 |
| 43 | MDLZ | Mondelez International Inc-a | 0% | +34.05% | 加仓 |
| 44 | CEG | Constellation Energy | 0% | +33.78% | 加仓 |
| 45 | BX | Blackstone Inc | 0% | +33.77% | 加仓 |
| 46 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.94% | 加仓 |
| 47 | GOOG | Alphabet Inc-cl C | 0% | +32.09% | 加仓 |
| 48 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.91% | 加仓 |
| 49 | CMCSA | Comcast Corp-class A | 0% | +32.61% | 加仓 |
| 50 | AMGN | Amgen Inc | 0% | +34.80% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rakuten Investment Management, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$346.4亿，共申报了 533 个公开持股仓位。
在 Q3 2024 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分别为：VTI (71.0%)、VT (11.4%)、AAPL (1.3%)。其中最大持股仓位 VTI 占据整体投资组合约 71.0% 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
IAU
市值: US$108.5万
本季最大获利了结 / 清仓标的
USMV
前期市值: US$2492.9万
在 Q3 2024 季度中，Rakuten Investment Management, Inc. 共进行了 200 项持仓异动，包含新建仓 2 个仓位、加仓 196 个仓位、减仓 2 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IAU。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。