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
637 檔
59.2%
在 Q3 2025 的 13F 官方备案中，Rakuten Investment Management, Inc. 管理的美股投资组合规模来到 US$346.4亿，整体持股档数为 637 档。
在 Q3 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 3 个新仓位，并对 116 个既有持股进行加仓（合计增持 119 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 59.2%，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 637 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 | 55.55% | -10.46% | +4.43% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.62% | -1.80% | -1.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.03% | -0.23% | +25.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.94% | -0.06% | +12.46% | |
| 5 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.20% | +0.02% | +45996.19% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.89% | -0.27% | +9.89% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 1.84% | +0.05% | +11773.69% | |
| 8 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.84% | +0.03% | +895.86% | |
| 9 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.84% | — | +3909.05% | |
| 10 | MOH | Molina Healthcare Inc | 股票-医疗保健 | 0.79% | — | +5677.22% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | -0.03% | +12.72% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | +0.47% | +52.33% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.64% | — | +1835.75% | |
| 14 | MO | Altria Group Inc | 股票-非周期性消费 | 0.58% | +0.03% | +324.43% | |
| 15 | KKR | Kkr & Co Inc | 股票-金融 | 0.37% | +0.01% | +440.70% | |
| 16 | BIIB | Biogen Inc | 股票-医疗保健 | 0.35% | +0.01% | +961.43% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | +0.01% | +11.51% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.25% | -0.08% | -40.26% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 0.24% | +0.01% | +83.55% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 0.24% | +0.01% | +80.37% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | +0.05% | +160.59% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.21% | — | — | |
| 23 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.21% | — | +10163.11% | |
| 24 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.20% | — | +5042.57% | |
| 25 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.20% | +0.01% | +56.91% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 0.19% | +0.01% | +1792.40% | |
| 27 | KIM | Kimco Realty CORP | 股票-房地产 | 0.18% | +0.01% | +358.68% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.18% | — | +29.19% | |
| 29 | HUBB | Hubbell Inc | 股票-工业 | 0.17% | — | +2294.21% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.17% | +0.10% | +29.19% | |
| 31 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.16% | — | +7560.50% | |
| 32 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | -0.02% | +28.26% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.15% | — | +3003.89% | |
| 34 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.15% | — | +10766.92% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.15% | -0.01% | +7.77% | |
| 36 | VMC | Vulcan Materials Co | 股票-原材料 | 0.13% | +0.01% | +786.06% | |
| 37 | GIS | General Mills Inc | 股票-非周期性消费 | 0.13% | — | +148.88% | |
| 38 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.13% | — | +1118.54% | |
| 39 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.13% | — | +917.58% | |
| 40 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.13% | +0.04% | +2391.15% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.12% | -0.06% | +26.08% | |
| 42 | LKQ | Lkq CORP | 股票-周期性消费 | 0.11% | — | +929.60% | |
| 43 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 0.11% | — | +1927.25% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.11% | +0.11% | -79.34% | |
| 45 | PFG | Principal Financial Group | 股票-金融 | 0.11% | — | +1032.08% | |
| 46 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.11% | +0.01% | +600.58% | |
| 47 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.11% | +0.01% | +8562.13% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.11% | +0.01% | +38.38% | |
| 49 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.11% | +0.03% | +1804.06% | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.11% | +0.02% | +116.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | +2.1% | +45996.19% | 加仓 |
| 2 | APP | Applovin Corp-class A | +1.8% | +11773.69% | 加仓 |
| 3 | MNST | Monster Beverage CORP | +1.8% | +895.86% | 加仓 |
| 4 | BF-B | Brown-forman Corp-class B | +0.8% | +3909.05% | 加仓 |
| 5 | MOH | Molina Healthcare Inc | +0.8% | +5677.22% | 加仓 |
| 6 | TRV | Travelers Cos Inc/the | +0.6% | +1835.75% | 加仓 |
| 7 | MO | Altria Group Inc | +0.5% | +324.43% | 加仓 |
| 8 | BIIB | Biogen Inc | +0.3% | +961.43% | 加仓 |
| 9 | KKR | Kkr & Co Inc | +0.3% | +440.70% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +52.33% | 加仓 |
| 11 | NTRS | Northern Trust CORP | +0.3% | +285.48% | 加仓 |
| 12 | EOG | Eog Resources Inc | +0.2% | +83.55% | 加仓 |
| 13 | WMB | Williams Cos Inc | +0.2% | +80.37% | 加仓 |
| 14 | FRT | Federal Realty Invs Trust | +0.2% | +10163.11% | 加仓 |
| 15 | MTD | Mettler-toledo International | +0.2% | +5042.57% | 加仓 |
| 16 | KIM | Kimco Realty CORP | +0.2% | +358.68% | 加仓 |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | +56.91% | 加仓 |
| 18 | WDAY | Workday Inc-class A | +0.2% | +1792.40% | 加仓 |
| 19 | HUBB | Hubbell Inc | +0.2% | +2294.21% | 加仓 |
| 20 | NET | Cloudflare Inc - Class A | +0.2% | +7560.50% | 加仓 |
| 21 | RL | Ralph Lauren CORP | +0.2% | +10766.92% | 加仓 |
| 22 | PM | Philip Morris International | +0.1% | +160.59% | 加仓 |
| 23 | MTSI | Macom Technology Solutions H | +0.1% | +1118.54% | 加仓 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +3003.89% | 加仓 |
| 25 | VMC | Vulcan Materials Co | +0.1% | +786.06% | 加仓 |
| 26 | GIS | General Mills Inc | +0.1% | +148.88% | 加仓 |
| 27 | CHD | Church & Dwight Co Inc | +0.1% | +917.58% | 加仓 |
| 28 | RIVN | Rivian Automotive Inc-a | +0.1% | +851.91% | 加仓 |
| 29 | LKQ | Lkq CORP | +0.1% | +929.60% | 加仓 |
| 30 | COIN | Coinbase Global Inc -class A | +0.1% | +8562.13% | 加仓 |
| 31 | MPWR | Monolithic Power Systems Inc | +0.1% | +2391.15% | 加仓 |
| 32 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +1927.25% | 加仓 |
| 33 | PFG | Principal Financial Group | +0.1% | +1032.08% | 加仓 |
| 34 | HTHT | H World Group Ltd-adr | +0.1% | +621.74% | 加仓 |
| 35 | IQV | Iqvia Holdings Inc | +0.1% | +600.58% | 加仓 |
| 36 | VXUS | Vanguard Total Intl Stock | +0.1% | +12.46% | 加仓 |
| 37 | SJM | Jm Smucker Co/the | +0.1% | +1062.40% | 加仓 |
| 38 | TFC | Truist Financial CORP | +0.1% | +38.38% | 加仓 |
| 39 | LEN | Lennar Corp-a | +0.1% | +20.37% | 加仓 |
| 40 | WPC | Wp Carey Inc | +0.1% | +3417.88% | 加仓 |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +367.60% | 加仓 |
| 42 | SWKS | Skyworks Solutions Inc | +0.1% | +459.03% | 加仓 |
| 43 | MHK | Mohawk Industries Inc | +0.1% | +8754.50% | 加仓 |
| 44 | SCCO | Southern Copper CORP | +0.1% | +1066.51% | 加仓 |
| 45 | NWSA | News CORP - Class A | +0.1% | +312.55% | 加仓 |
| 46 | AFG | American Financial Group Inc | +0.1% | +3189.02% | 加仓 |
| 47 | HUBS | Hubspot Inc | +0.1% | +7570.29% | 加仓 |
| 48 | AMD | Advanced Micro Devices | +0.1% | +29.19% | 加仓 |
| 49 | COR | Cencora Inc | +0.1% | +250.63% | 加仓 |
| 50 | PLD | Prologis Inc | +0.1% | +116.93% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rakuten Investment Management, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$346.4亿，共申报了 637 个公开持股仓位。
在 Q3 2025 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分别为：VTI (55.5%)、VT (7.6%)、SCHD (4.0%)。其中最大持股仓位 VTI 占据整体投资组合约 55.5% 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
JEPQ
市值: US$5819.7万
本季最大获利了结 / 清仓标的
LIN
前期市值: US$2791.2万
在 Q3 2025 季度中，Rakuten Investment Management, Inc. 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 116 个仓位、减仓 77 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 JEPQ。 本季清仓仓位包含 LIN。
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。