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: 0001351991
申报总市值
US$271.4亿
US$271.4亿
639 檔
23.3%
截至 Q3 2025 季度末，Rathbones Group PLC 的美股持仓估值约为 US$271.4亿，全数申报仓位共有 639 档。
在 Q3 2025，Rathbones Group PLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 31 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rathbones Group PLC 的前 5 大核心持股（包含 MSFT, AMZN, V 等）合计占整体申报市值的 23.3%，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 639 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 | MSFT | Microsoft CORP | 股票-科技 | 7.34% | -0.64% | -0.40% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.88% | -0.13% | +0.42% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 4.59% | -0.14% | -3.41% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.59% | +0.13% | -2.11% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.27% | +0.19% | +11.29% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.54% | -0.09% | -0.35% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.24% | +0.08% | +7.72% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.00% | -0.22% | -6.79% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.92% | -0.21% | +16.86% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.89% | — | -4.42% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.86% | -0.14% | +4.09% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.64% | -0.37% | +4.60% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.55% | -0.14% | +0.84% | |
| 14 | APH | Amphenol Corp-cl A | 股票-科技 | 1.49% | +0.40% | -9.59% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.25% | -0.17% | -4.24% | |
| 16 | SPGI | S&p Global Inc | 股票-金融 | 1.23% | -0.30% | +1.93% | |
| 17 | CRH | CRH plc | 股票-原材料 | 1.22% | -0.11% | +27.78% | |
| 18 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.18% | -0.12% | -0.22% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.13% | -0.20% | +0.05% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.11% | -0.49% | -16.25% | |
| 21 | CME | Cme Group Inc | 股票-金融 | 1.08% | -0.39% | +5.50% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +0.45% | +5.97% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.05% | +0.34% | +23.61% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.03% | +0.05% | +27.58% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.25% | -2.66% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.96% | -0.30% | +0.90% | |
| 27 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.90% | -0.45% | +1.40% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.15% | +581.71% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.89% | +0.27% | +12.55% | |
| 30 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.89% | -0.13% | -6.29% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.89% | -0.44% | +2.50% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | -0.11% | -0.33% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.84% | -0.21% | +0.42% | |
| 34 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.80% | +0.03% | -0.30% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.77% | -0.04% | +15.32% | |
| 36 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.74% | -0.18% | -5.64% | |
| 37 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.38% | +1.14% | |
| 38 | EQIX | Equinix Inc | 股票-房地产 | 0.70% | -0.12% | +3.88% | |
| 39 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.66% | -0.37% | -0.32% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.15% | +0.15% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.61% | -0.09% | -30.36% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | -0.12% | -5.73% | |
| 43 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.60% | -0.09% | +1.98% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.58% | -0.03% | +4.50% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.11% | -20.59% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.55% | -0.06% | -2.74% | |
| 47 | CTAS | Cintas CORP | 股票-工业 | 0.52% | -0.05% | -0.00% | |
| 48 | MLM | Martin Marietta Materials | 股票-原材料 | 0.52% | -0.07% | -0.00% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.50% | -0.03% | +1.19% | |
| 50 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.49% | -0.26% | -1.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +11.29% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | -2.11% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1% | -0.40% | 加仓 |
| 4 | CRH | CRH plc | +0.9% | +27.78% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.9% | +581.71% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.7% | +16.86% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +5.97% | 加仓 |
| 8 | APH | Amphenol Corp-cl A | +0.4% | -9.59% | 减仓 |
| 9 | GS | Goldman Sachs Group Inc | +0.3% | +12.55% | 加仓 |
| 10 | PH | Parker Hannifin CORP | +0.3% | +32.94% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -4.42% | 减仓 |
| 12 | HDB | Hdfc Bank Ltd-adr | +0.3% | +758.21% | 加仓 |
| 13 | MSI | Motorola Solutions Inc | +0.2% | +3.50% | 加仓 |
| 14 | SHOP | Shopify Inc - Class A | +0.2% | -6.29% | 加仓 |
| 15 | AAPL | Apple Inc | +0.2% | +7.72% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -0.35% | 减仓 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +23.61% | 加仓 |
| 18 | MRSH | Marsh & Mclennan Cos | +0.1% | +27.58% | 加仓 |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -0.13% | 加仓 |
| 20 | CDNS | Cadence Design Sys Inc | +0.1% | -0.30% | 减仓 |
| 21 | MS | Morgan Stanley | +0.1% | +1.19% | 加仓 |
| 22 | UBER | Uber Technologies Inc | +0.1% | +14.17% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | +8.62% | 加仓 |
| 24 | CBRE | Cbre Group Inc - A | +0.1% | +30.75% | 加仓 |
| 25 | CCJ | Cameco CORP | +0.1% | +8.71% | 加仓 |
| 26 | BKNG | Booking Holdings Inc | +0.1% | -0.22% | 加仓 |
| 27 | KKR | Kkr & Co Inc | +0.1% | +10.74% | 加仓 |
| 28 | XOM | Exxon Mobil CORP | +0.1% | +11.61% | 加仓 |
| 29 | MLM | Martin Marietta Materials | +0.1% | -0.00% | 减仓 |
| 30 | APTV | Aptiv PLC | +0.1% | -1.25% | 减仓 |
| 31 | PANW | Palo Alto Networks Inc | 0% | +1.14% | 加仓 |
| 32 | CRM | Salesforce Inc | 0% | +15.32% | 加仓 |
| 33 | AMZN | Amazon.com Inc | 0% | +0.42% | 加仓 |
| 34 | FERG | Ferguson Enterprises Inc | 0% | -5.64% | 减仓 |
| 35 | INTU | Intuit Inc | — | +2.50% | 加仓 |
| 36 | LIN | Linde plc | -0.1% | +0.05% | 加仓 |
| 37 | ABT | Abbott Laboratories | -0.1% | +4.60% | 加仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | +4.09% | 加仓 |
| 39 | EW | Edwards Lifesciences CORP | -0.2% | -31.60% | 减仓 |
| 40 | EL | Estee Lauder Companies-cl A | -0.2% | +23.89% | 减仓 |
| 41 | DIS | Walt Disney Co/the | -0.3% | -20.36% | 减仓 |
| 42 | DXCM | Dexcom Inc | -0.3% | -79.93% | 减仓 |
| 43 | KO | Coca-cola Co/the | -0.4% | +0.84% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -10.49% | 减仓 |
| 45 | ADBE | Adobe Inc | -0.5% | -30.36% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -6.79% | 减仓 |
| 47 | ACN | Accenture plc | -0.7% | -16.25% | 减仓 |
| 48 | V | Visa Inc-class A Shares | -1.2% | -3.41% | 减仓 |
| 49 | AKX | Ansys Inc | — | EXIT | 清仓 |
| 50 | BJ | Bj's Wholesale Club Holdings | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Rathbones Group PLC 在 Q3 2025 季度的美股持仓总市值约为 US$271.4亿，共申报了 639 个公开持股仓位。
在 Q3 2025 季度，Rathbones Group PLC 按市值排列的前三大核心持股分别为：MSFT (7.3%)、AMZN (4.9%)、V (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.3% 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
BJ
市值: US$3199.5万
本季最大获利了结 / 清仓标的
AKX
前期市值: US$7988.7万
在 Q3 2025 季度中，Rathbones Group PLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 31 个仓位、减仓 17 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BJ。 本季清仓仓位包含 AKX。
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。