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: 0001143565
申报总市值
US$10.9亿
US$10.9亿
115 檔
32.2%
Q1 2025 季度申报显示，Rational Advisors, Inc. 披露的美股组合总市值为 US$10.9亿，涵盖 115 个不同之权益投资仓位。
在 Q1 2025，Rational Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 50 个新仓位，并对 0 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rational Advisors, Inc. 的前 5 大核心持股（包含 BND, SPAB, AGG 等）合计占整体申报市值的 32.2%，反映机构在主要关键仓位上的权重分布。
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 7.96% | -0.61% | -9.02% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 7.96% | — | -8.97% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.96% | -0.61% | -8.99% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.19% | +1.28% | +7.92% | |
| 5 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 5.31% | -0.57% | — | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 4.73% | -0.34% | -8.73% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.59% | -0.58% | +0.96% | |
| 8 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 4.14% | -3.10% | -16.28% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.85% | +0.30% | +7.40% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.56% | -0.55% | -14.86% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.95% | -0.50% | -6.68% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 2.59% | — | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.12% | +1.05% | -0.67% | |
| 14 | PFFD | Global X US Preferred ETF | ETF-其他 | 2.10% | -0.19% | -6.00% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.74% | -0.12% | -8.86% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.61% | -0.11% | -7.27% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.41% | -1.37% | +8539.07% | |
| 18 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.30% | -0.08% | -8.51% | |
| 19 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.06% | -0.14% | +13.00% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.00% | -0.09% | -3.83% | |
| 21 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.95% | -0.05% | +5.52% | |
| 22 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.95% | -1.11% | +5.41% | |
| 23 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | 债券 | 0.91% | -0.16% | — | |
| 24 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.90% | — | — | |
| 25 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.88% | — | +14.69% | |
| 26 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 0.87% | +0.38% | NEW | |
| 27 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 0.83% | — | +14.16% | |
| 28 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 0.79% | -0.10% | +9.34% | |
| 29 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | 债券 | 0.76% | -0.04% | — | |
| 30 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 0.67% | — | — | |
| 31 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 0.63% | -0.08% | — | |
| 32 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 债券 | 0.61% | +0.18% | -22.58% | |
| 33 | OKTA 0.375 06-15-26债券 | Okta Inc | 债券 | 0.61% | — | — | |
| 34 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.60% | — | -19.12% | |
| 35 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 0.59% | -0.08% | — | |
| 36 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.57% | — | — | |
| 37 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.56% | — | -29.41% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.54% | -0.07% | +774.53% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.43% | — | -10.04% | |
| 40 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 0.41% | — | -50.74% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | -0.06% | +12.21% | |
| 42 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.39% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | +0.71% | +44.00% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.38% | -0.55% | -28.36% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | -0.04% | -9.05% | |
| 46 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.37% | — | — | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.26% | -9.43% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.35% | — | +478.19% | |
| 49 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.35% | +0.12% | — | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.34% | +0.36% | -2.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | — | NEW | 新建仓 |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | 新建仓 |
| 3 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
| 5 | MLPX | Global X Mlp & Energy Infras | — | NEW | 新建仓 |
| 6 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建仓 |
| 7 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新建仓 |
| 8 | NTSX | Wisdomtree US Efficient Core | — | NEW | 新建仓 |
| 9 | SCHH | Schwab US Reit ETF | — | NEW | 新建仓 |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建仓 |
| 11 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | 新建仓 |
| 12 | SPHY | Ss Spdr P High Yield ETF | — | NEW | 新建仓 |
| 13 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 14 | PFFD | Global X US Preferred ETF | — | NEW | 新建仓 |
| 15 | DFCF | Dimensional Core Fixed Inc | — | NEW | 新建仓 |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建仓 |
| 17 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建仓 |
| 18 | BAB | Invesco Taxable Municipal Bo | — | NEW | 新建仓 |
| 19 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | — | NEW | 新建仓 |
| 20 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 21 | BAC 7.25 PERP L债券 | Bank Of America CORP | — | NEW | 新建仓 |
| 22 | WFC 7.5 PERP L债券 | Wells Fargo & Company | — | NEW | 新建仓 |
| 23 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | — | NEW | 新建仓 |
| 24 | DXCM 0.25 11-15-25债券 | Dexcom Inc | — | NEW | 新建仓 |
| 25 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | — | NEW | 新建仓 |
| 26 | SCHI | Schwab 5-10 Year Corporate B | — | NEW | 新建仓 |
| 27 | VTR 3.75 06-01-26债券 | Ventas Realty LP | — | NEW | 新建仓 |
| 28 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | — | NEW | 新建仓 |
| 29 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | — | NEW | 新建仓 |
| 30 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | — | NEW | 新建仓 |
| 31 | GPN 1.5 03-01-31债券 | Global Payments Inc | — | NEW | 新建仓 |
| 32 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | — | NEW | 新建仓 |
| 33 | OKTA 0.375 06-15-26债券 | Okta Inc | — | NEW | 新建仓 |
| 34 | APO 6.75 07-31-26债券 | Apollo Global Management | — | NEW | 新建仓 |
| 35 | ETSY 0.25 06-15-28债券 | Etsy Inc | — | NEW | 新建仓 |
| 36 | AWK 3.625 06-15-26债券 | American Water Capital C | — | NEW | 新建仓 |
| 37 | BKNG | Booking Holdings Inc | — | NEW | 新建仓 |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新建仓 |
| 39 | MBB | Ishares Mbs ETF | — | NEW | 新建仓 |
| 40 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | — | NEW | 新建仓 |
| 41 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
| 42 | TW | Tradeweb Markets Inc-class A | — | NEW | 新建仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 44 | WMT | Walmart Inc | — | NEW | 新建仓 |
| 45 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 46 | TJX | Tjx Companies Inc | — | NEW | 新建仓 |
| 47 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 48 | NEE | Nextera Energy Inc | — | NEW | 新建仓 |
| 49 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | — | NEW | 新建仓 |
| 50 | NFLX | Netflix Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Rational Advisors, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$10.9亿，共申报了 115 个公开持股仓位。
在 Q1 2025 季度，Rational Advisors, Inc. 按市值排列的前三大核心持股分别为：BND (8.0%)、SPAB (8.0%)、AGG (8.0%)。其中最大持股仓位 BND 占据整体投资组合约 8.0% 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
BND
市值: US$7888.7万
在 Q1 2025 季度中，Rational Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 50 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BND。
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。