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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002062680
申报总市值
US$346.4亿
US$346.4亿
607 檔
59.5%
Q4 2025 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 607 个不同之权益投资仓位。
Rakuten Investment Management, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 104 档持股的同时，亦同步清仓 7 档并减仓 88 档标的。
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 59.5%，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 607 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 | 52.31% | -10.46% | — | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.17% | -1.80% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.80% | -0.23% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.71% | -0.06% | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | +1.26% | +6661.25% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.06% | — | +7643.66% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | +0.58% | +7429.03% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.78% | -0.27% | — | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | — | +647.45% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.59% | +17950.62% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.54% | +15756.82% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | +0.47% | -8.29% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | +0.30% | +161.80% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 0.71% | +0.33% | +3831.11% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | -0.03% | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | +0.19% | +898.46% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | +0.25% | +248.22% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +556.02% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | +0.12% | +154.52% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.26% | +0.05% | +1245.22% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.25% | — | +11.91% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.25% | +0.01% | — | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.25% | +0.05% | +8336.72% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.24% | +0.10% | +28648.60% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | -0.08% | — | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.23% | +0.82% | +172.53% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | +0.05% | +238.20% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | +0.11% | +596.98% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.22% | +0.12% | +8527.79% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.21% | +0.08% | +1833.09% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.19% | +0.19% | +1558.99% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.18% | +0.10% | +11.49% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | — | +7006.55% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.16% | -0.12% | EXIT | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.15% | +0.06% | +1474.40% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | +0.06% | -54.25% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.15% | — | +214.39% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.15% | +0.05% | +2240.20% | |
| 39 | GE | General Electric | 股票-工业 | 0.15% | +0.09% | -17.99% | |
| 40 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | -0.02% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.14% | -0.01% | — | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.13% | +0.10% | +162.11% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.13% | +0.05% | +894.26% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.13% | +0.11% | +353.34% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.13% | +0.03% | -92.41% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.13% | +0.03% | +6207.50% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.13% | +0.05% | +1977.60% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.12% | +0.04% | +7890.97% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.12% | +0.06% | +4370.05% | |
| 50 | KLAC | Kla CORP | 股票-科技 | 0.12% | +0.22% | +143.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +6661.25% | 加仓 |
| 2 | AAPL | Apple Inc | +2.1% | +7643.66% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1.8% | +7429.03% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +1.1% | +647.45% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | +17950.62% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.9% | +15756.82% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.7% | +161.80% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.7% | +3831.11% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | +898.46% | 加仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +556.02% | 加仓 |
| 11 | LLY | Eli Lilly & Co | +0.4% | +248.22% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +1245.22% | 加仓 |
| 13 | V | Visa Inc-class A Shares | +0.2% | +154.52% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.2% | +28648.60% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.2% | +8336.72% | 加仓 |
| 16 | WMT | Walmart Inc | +0.2% | +8527.79% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.2% | +1833.09% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.2% | +238.20% | 加仓 |
| 19 | HD | Home Depot Inc | +0.2% | +1474.40% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.2% | +1558.99% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.2% | +2240.20% | 加仓 |
| 22 | LRCX | Lam Research CORP | +0.1% | +617.70% | 加仓 |
| 23 | MU | Micron Technology Inc | +0.1% | +172.53% | 加仓 |
| 24 | BAC | Bank Of America CORP | +0.1% | +7006.55% | 加仓 |
| 25 | CVX | Chevron CORP | +0.1% | +6207.50% | 加仓 |
| 26 | GE | General Electric | +0.1% | -17.99% | 减仓 |
| 27 | IBM | Intl Business Machines CORP | +0.1% | +1977.60% | 加仓 |
| 28 | AMAT | Applied Materials Inc | +0.1% | +214.39% | 加仓 |
| 29 | QCOM | Qualcomm Inc | +0.1% | +162.11% | 加仓 |
| 30 | PEP | Pepsico Inc | +0.1% | +7890.97% | 加仓 |
| 31 | KLAC | Kla CORP | +0.1% | +143.91% | 加仓 |
| 32 | CAT | Caterpillar Inc | +0.1% | +408.57% | 加仓 |
| 33 | INTC | Intel CORP | +0.1% | +10452.09% | 加仓 |
| 34 | JNJ | Johnson & Johnson | +0.1% | +596.98% | 加仓 |
| 35 | KO | Coca-cola Co/the | +0.1% | +4370.05% | 加仓 |
| 36 | GS | Goldman Sachs Group Inc | +0.1% | +141.20% | 加仓 |
| 37 | INTU | Intuit Inc | +0.1% | +522.26% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | +0.1% | +4501.14% | 加仓 |
| 39 | RTX | Rtx CORP | +0.1% | +66.98% | 加仓 |
| 40 | MCD | Mcdonald's CORP | +0.1% | +19677.43% | 加仓 |
| 41 | MS | Morgan Stanley | +0.1% | +467.09% | 加仓 |
| 42 | CRM | Salesforce Inc | +0.1% | +625.60% | 加仓 |
| 43 | PG | Procter & Gamble Co/the | +0.1% | -54.25% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | +0.1% | +353.34% | 加仓 |
| 45 | AMGN | Amgen Inc | +0.1% | +266.86% | 加仓 |
| 46 | GILD | Gilead Sciences Inc | +0.1% | +251.96% | 加仓 |
| 47 | GOOG | Alphabet Inc-cl C | +0.1% | -8.29% | 减仓 |
| 48 | C | Citigroup Inc | +0.1% | +723.34% | 加仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | +0.1% | +201.91% | 加仓 |
| 50 | PANW | Palo Alto Networks Inc | +0.1% | +42332.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rakuten Investment Management, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$346.4亿，共申报了 607 个公开持股仓位。
在 Q4 2025 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分别为：VTI (52.3%)、VT (7.2%)、SCHD (3.8%)。其中最大持股仓位 VTI 占据整体投资组合约 52.3% 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
COF
市值: US$2059.2万
本季最大获利了结 / 清仓标的
JEPQ
前期市值: US$5819.7万
在 Q4 2025 季度中，Rakuten Investment Management, Inc. 共进行了 200 项持仓异动，包含新建仓 1 个仓位、加仓 104 个仓位、减仓 88 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 JEPQ。
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。