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
694 檔
47.3%
根据最新整理的 13F 季度数据集，Rakuten Investment Management, Inc. 于 Q1 2025 结束时的管理资产规模为 US$346.4亿。该机构在本季度申报了 694 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，Rakuten Investment Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 72 个新仓位，并对 124 个既有持股进行加仓（合计增持 196 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, SCHD 等）合计占整体申报市值的 47.3%，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 694 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 | 56.90% | -10.46% | +5.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 8.30% | -1.80% | -3.75% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.17% | -0.23% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.83% | -0.06% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.84% | -0.27% | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.59% | — | +62.29% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | +0.58% | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +1.26% | +57.77% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.90% | — | +63.99% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | -0.03% | +18.85% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | +0.30% | +50.40% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.54% | +38.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.08% | +83.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | +0.59% | +61.56% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.38% | +0.33% | +54.92% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | +0.47% | +59.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +62.60% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.19% | +58.38% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | +0.25% | +60.97% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.25% | +0.01% | +20.74% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | +0.12% | +69.75% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.24% | +0.10% | +61.31% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.23% | +0.05% | +60.40% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.05% | +58.01% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.20% | +0.11% | +60.93% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.18% | +0.08% | +59.22% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | +0.06% | +60.75% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.11% | +61.34% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.16% | +0.12% | — | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.15% | +0.10% | — | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | -0.02% | +33.06% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.15% | +0.06% | +61.59% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.15% | -0.01% | +11.45% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.14% | +0.19% | +59.21% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.13% | — | — | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.12% | +0.04% | +60.87% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.12% | -0.06% | +1.13% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.12% | +0.03% | +58.03% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.12% | +0.06% | +60.92% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.12% | — | +57.69% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.11% | +0.10% | +49.74% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | — | +36.57% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.11% | +0.01% | +59.13% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.11% | +0.14% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.11% | +0.05% | — | |
| 46 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.11% | +0.02% | +57.62% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.10% | +0.03% | +61.86% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.10% | +0.05% | +61.32% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.10% | +0.02% | +58.16% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.10% | — | +61.26% |
| # | 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% | +62.29% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.2% | +63.99% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.2% | +57.77% | 加仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +83.62% | 加仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +62.60% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +50.40% | 加仓 |
| 7 | V | Visa Inc-class A Shares | +0.1% | +69.75% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.1% | +60.40% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +58.38% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +61.56% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.1% | +54.92% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +59.74% | 加仓 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +61.31% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +58.01% | 加仓 |
| 15 | LLY | Eli Lilly & Co | 0% | +60.97% | 加仓 |
| 16 | MA | Mastercard Inc - A | 0% | +59.22% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | 0% | +59.21% | 加仓 |
| 18 | TMUS | T-mobile US Inc | 0% | +57.62% | 加仓 |
| 19 | PM | Philip Morris International | 0% | +61.32% | 加仓 |
| 20 | CVX | Chevron CORP | 0% | +58.03% | 加仓 |
| 21 | AVGO | Broadcom Inc | 0% | +38.01% | 加仓 |
| 22 | JNJ | Johnson & Johnson | 0% | +61.34% | 加仓 |
| 23 | PG | Procter & Gamble Co/the | 0% | +60.75% | 加仓 |
| 24 | BAC | Bank Of America CORP | 0% | +57.69% | 加仓 |
| 25 | ABT | Abbott Laboratories | 0% | +60.81% | 加仓 |
| 26 | KO | Coca-cola Co/the | 0% | +60.92% | 加仓 |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +149.40% | 加仓 |
| 28 | DASH | Doordash Inc - A | 0% | +219.04% | 加仓 |
| 29 | UNH | Unitedhealth Group Inc | 0% | +60.93% | 加仓 |
| 30 | HD | Home Depot Inc | 0% | +61.59% | 加仓 |
| 31 | IBM | Intl Business Machines CORP | 0% | +62.06% | 加仓 |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +61.86% | 加仓 |
| 33 | CRM | Salesforce Inc | 0% | +59.13% | 加仓 |
| 34 | GE | General Electric | 0% | +59.58% | 加仓 |
| 35 | BKNG | Booking Holdings Inc | 0% | +58.20% | 加仓 |
| 36 | MCD | Mcdonald's CORP | 0% | +60.90% | 加仓 |
| 37 | INTU | Intuit Inc | 0% | +61.26% | 加仓 |
| 38 | AMGN | Amgen Inc | 0% | +61.38% | 加仓 |
| 39 | RTX | Rtx CORP | 0% | +61.24% | 加仓 |
| 40 | ADP | Automatic Data Processing | 0% | +60.65% | 加仓 |
| 41 | HON | Honeywell International Inc | 0% | +60.73% | 加仓 |
| 42 | BA | Boeing Co/the | 0% | +106.50% | 加仓 |
| 43 | PGR | Progressive CORP | 0% | +61.35% | 加仓 |
| 44 | VZ | Verizon Communications Inc | 0% | +61.32% | 加仓 |
| 45 | GS | Goldman Sachs Group Inc | 0% | +58.60% | 加仓 |
| 46 | BSX | Boston Scientific CORP | 0% | +61.53% | 加仓 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | +69.00% | 加仓 |
| 48 | MS | Morgan Stanley | 0% | +60.20% | 加仓 |
| 49 | C | Citigroup Inc | 0% | +59.08% | 加仓 |
| 50 | FISV | Fiserv Inc | 0% | +58.57% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rakuten Investment Management, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$346.4亿，共申报了 694 个公开持股仓位。
在 Q1 2025 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分别为：VTI (56.9%)、VT (8.3%)、SCHD (4.2%)。其中最大持股仓位 VTI 占据整体投资组合约 56.9% 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
SCHD
市值: US$9.1亿
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$761.8万
在 Q1 2025 季度中，Rakuten Investment Management, Inc. 共进行了 200 项持仓异动，包含新建仓 72 个仓位、加仓 124 个仓位、减仓 3 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SCHD。 本季清仓仓位包含 BLKCHF。
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。