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: 0001776296
申报总市值
US$2.7亿
US$2.7亿
89 檔
17.4%
RBA Wealth Management, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$2.7亿，分散于 89 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，RBA Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 28 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，RBA Wealth Management, LLC 的前 5 大核心持股（包含 AVGO, AAPL, GOOGL 等）合计占整体申报市值的 17.4%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.55% | -0.49% | -4.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.00% | -0.06% | -3.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.38% | -1.56% | -0.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.28% | -0.41% | |
| 5 | AZO | Autozone Inc | 股票-周期性消费 | 2.88% | -1.87% | EXIT | |
| 6 | CMI | Cummins Inc | 股票-工业 | 2.77% | -1.54% | -2.26% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.65% | +0.07% | +0.18% | |
| 8 | WM | Waste Management Inc | 股票-工业 | 2.44% | -0.27% | -0.44% | |
| 9 | MET | Metlife Inc | 股票-金融 | 2.41% | +0.19% | -0.49% | |
| 10 | BSX | Boston Scientific CORP | 股票-医疗保健 | 2.29% | -0.32% | -1.54% | |
| 11 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.28% | -0.13% | -0.35% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.09% | -0.33% | +1.76% | |
| 13 | SNPS | Synopsys Inc | 股票-科技 | 2.07% | +0.01% | +0.62% | |
| 14 | EWBC | East West Bancorp Inc | 股票-金融 | 2.06% | +0.36% | +0.29% | |
| 15 | EXP | Eagle Materials Inc | 股票-原材料 | 2.06% | — | +0.99% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 2.05% | -0.17% | EXIT | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 2.03% | — | +1.43% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.00% | -0.16% | +5.58% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.99% | -0.24% | EXIT | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.90% | +0.66% | +3.32% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.86% | — | +0.75% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.85% | -0.09% | +0.29% | |
| 23 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.84% | +0.01% | +2.91% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.83% | -0.21% | EXIT | |
| 25 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 1.78% | — | +3.99% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.76% | +0.47% | +1.71% | |
| 27 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.76% | +0.31% | +1.81% | |
| 28 | FLS | Flowserve CORP | 股票-工业 | 1.73% | -0.14% | +2.17% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.72% | +0.85% | +2.82% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.68% | — | +3.15% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.67% | -0.08% | EXIT | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 1.65% | +0.57% | — | |
| 33 | FIS | Fidelity National Info Serv | 股票-科技 | 1.61% | — | +1.38% | |
| 34 | TRGP | Targa Resources CORP | 股票-能源 | 1.61% | -0.24% | EXIT | |
| 35 | KBH | Kb Home | 股票-周期性消费 | 1.57% | — | +2.02% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 1.54% | -0.17% | +2.11% | |
| 37 | PLD | Prologis Inc | 股票-房地产 | 1.52% | -0.14% | +2.07% | |
| 38 | EA | Electronic Arts Inc | 股票-通信服务 | 1.52% | — | +1.62% | |
| 39 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.40% | — | +410.02% | |
| 40 | EIX | Edison International | 股票-公用事业 | 1.30% | — | +6.86% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.22% | +0.30% | +14.16% | |
| 42 | CI | THE Cigna Group | 股票-医疗保健 | 1.20% | +0.93% | +1.20% | |
| 43 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.07% | +0.47% | +4.56% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.93% | -0.19% | +4.41% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.66% | +7.43% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.81% | +0.05% | -15.57% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | +13.54% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.20% | +7.70% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | +0.01% | +28.48% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.51% | +0.01% | +4.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.7% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +1% | -4.62% | 减仓 |
| 3 | LULU | Lululemon Athletica Inc | +0.6% | +3.99% | 加仓 |
| 4 | CRM | Salesforce Inc | +0.4% | +1.76% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.70% | 减仓 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +0.18% | 加仓 |
| 7 | EWBC | East West Bancorp Inc | +0.3% | +0.29% | 加仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | 新建仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.82% | 加仓 |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | +14.16% | 加仓 |
| 11 | FLS | Flowserve CORP | +0.2% | +2.17% | 加仓 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +1.36% | 加仓 |
| 13 | TSLA | Tesla Inc | +0.2% | — | 不变 |
| 14 | TGT | Target CORP | +0.2% | NEW | 新建仓 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建仓 |
| 16 | TRGP | Targa Resources CORP | +0.1% | -8.78% | 减仓 |
| 17 | TMUS | T-mobile US Inc | +0.1% | +1.81% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +5.58% | 加仓 |
| 19 | CMI | Cummins Inc | +0.1% | -2.26% | 减仓 |
| 20 | AAPL | Apple Inc | +0.1% | -3.28% | 减仓 |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +28.48% | 加仓 |
| 22 | RJF | Raymond James Financial Inc | +0.1% | NEW | 新建仓 |
| 23 | VICI | Vici Properties Inc | +0.1% | NEW | 新建仓 |
| 24 | BSX | Boston Scientific CORP | +0.1% | -1.54% | 减仓 |
| 25 | VCR | Vanguard Consumer Discre ETF | +0.1% | +10.63% | 加仓 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | EXIT | 清仓 |
| 27 | HD | Home Depot Inc | -0.1% | +0.91% | 加仓 |
| 28 | BDX | Becton Dickinson And Co | -0.1% | +2.91% | 加仓 |
| 29 | DIOD | Diodes Inc | -0.1% | EXIT | 清仓 |
| 30 | JNJ | Johnson & Johnson | -0.1% | EXIT | 清仓 |
| 31 | SNPS | Synopsys Inc | -0.1% | +0.62% | 加仓 |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | 清仓 |
| 33 | WM | Waste Management Inc | -0.1% | -0.44% | 减仓 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | +4.56% | 加仓 |
| 35 | TSCO | Tractor Supply Company | -0.1% | +410.02% | 加仓 |
| 36 | MSFT | Microsoft CORP | -0.1% | -0.41% | 减仓 |
| 37 | MDT | Medtronic plc | -0.2% | +2.11% | 加仓 |
| 38 | QCOM | Qualcomm Inc | -0.2% | +1.71% | 加仓 |
| 39 | PEP | Pepsico Inc | -0.2% | +0.96% | 加仓 |
| 40 | MRK | Merck & Co. Inc. | -0.2% | +3.15% | 加仓 |
| 41 | PLD | Prologis Inc | -0.3% | +2.07% | 加仓 |
| 42 | CI | THE Cigna Group | -0.3% | +1.20% | 加仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -15.57% | 减仓 |
| 44 | ADBE | Adobe Inc | -0.3% | +0.75% | 加仓 |
| 45 | ASML | ASML Holding N.V. | -0.3% | +3.32% | 加仓 |
| 46 | EXP | Eagle Materials Inc | -0.3% | +0.99% | 加仓 |
| 47 | LMT | Lockheed Martin CORP | -0.4% | +1.00% | 加仓 |
| 48 | KBH | Kb Home | -0.5% | +2.02% | 加仓 |
| 49 | ACGL | Arch Capital Group Ltd. | -0.5% | -0.35% | 减仓 |
| 50 | CTSH | Cognizant Tech Solutions-a | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，RBA Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 89 个公开持股仓位。
在 Q4 2024 季度，RBA Wealth Management, LLC 按市值排列的前三大核心持股分别为：AVGO (4.5%)、AAPL (4.0%)、GOOGL (3.4%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.5% 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
AMAT
市值: US$433.7万
本季最大获利了结 / 清仓标的
CTSH
前期市值: US$424.5万
在 Q4 2024 季度中，RBA Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 28 个仓位、减仓 10 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AMAT。 本季清仓仓位包含 CTSH。
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。