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: 0001115418
申报总市值
US$1325.6亿
US$1325.6亿
4182 檔
16.9%
Rhumbline Advisers 在 Q1 2025 季度的美股仓位总计估值为 US$1325.6亿，分散于 4182 个持仓标的之中，反映其市场参与广度与投资规模。
Rhumbline Advisers 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 106 档持股的同时，亦同步清仓 3 档并减仓 88 档标的。
在资产配置集中度方面，Rhumbline Advisers 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 16.9%，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 4182 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 | AAPL | Apple Inc | 股票-科技 | 5.94% | -0.14% | +0.69% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.02% | -0.57% | -0.06% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.61% | — | -0.18% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.13% | -0.08% | +0.56% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.22% | -0.26% | -2.87% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.63% | +0.28% | +0.78% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | -0.10% | +0.47% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.15% | -1.09% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.33% | +0.20% | +0.02% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.27% | +0.01% | +0.39% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.05% | -1.13% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.14% | +0.47% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.02% | +4.12% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.31% | -2.19% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.81% | -0.07% | -1.81% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.15% | -0.04% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.78% | +0.12% | -0.67% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.70% | -0.22% | -0.24% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 0.66% | -0.04% | -0.51% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.16% | +0.11% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.06% | +0.94% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.08% | -1.34% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | -0.02% | -0.87% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | -0.04% | -2.54% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | -0.74% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.17% | -2.54% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.08% | -0.50% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.14% | -1.65% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.05% | +0.20% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | -0.04% | -1.95% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | -0.08% | -1.04% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.39% | -0.08% | -0.32% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | +0.01% | -1.55% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.39% | -0.06% | -1.08% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.38% | -0.02% | +0.66% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.38% | -0.03% | -1.34% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.37% | -0.02% | -1.52% | |
| 38 | GE | General Electric | 股票-工业 | 0.35% | +0.06% | -2.41% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.35% | -0.09% | +0.59% | |
| 40 | T | At&t Inc | 股票-通信服务 | 0.34% | -0.12% | -4.12% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.34% | -0.09% | -0.77% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.33% | -0.17% | +4.05% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.32% | +0.05% | -1.53% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.32% | -0.06% | +0.30% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.32% | -0.10% | -1.53% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.31% | -0.04% | -0.94% | |
| 47 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.30% | -0.04% | -0.87% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | -0.04% | -0.21% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.30% | -0.05% | -2.30% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.30% | -0.01% | +0.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.47% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +0.2% | +4.12% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.1% | +0.47% | 加仓 |
| 4 | ABBV | Abbvie Inc | +0.1% | -0.87% | 减仓 |
| 5 | PM | Philip Morris International | +0.1% | -1.52% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | -2.19% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -1.34% | 减仓 |
| 8 | KO | Coca-cola Co/the | +0.1% | -2.54% | 减仓 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.1% | +860.10% | 加仓 |
| 10 | ABT | Abbott Laboratories | +0.1% | -1.08% | 减仓 |
| 11 | CVX | Chevron CORP | +0.1% | -2.54% | 减仓 |
| 12 | T | At&t Inc | +0.1% | -4.12% | 减仓 |
| 13 | GE | General Electric | +0.1% | -2.41% | 减仓 |
| 14 | PGR | Progressive CORP | +0.1% | +0.74% | 加仓 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.05% | 加仓 |
| 16 | UBER | Uber Technologies Inc | +0.1% | -0.20% | 减仓 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +0.59% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.1% | -2.31% | 减仓 |
| 19 | NFLX | Netflix Inc | +0.1% | -0.24% | 减仓 |
| 20 | COST | Costco Wholesale CORP | +0.1% | -0.04% | 减仓 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -0.67% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -1.13% | 减仓 |
| 23 | DASH | Doordash Inc - A | +0.1% | +46.65% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -1.55% | 减仓 |
| 25 | WELL | Welltower Inc | +0.1% | +4.28% | 加仓 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -2.95% | 减仓 |
| 27 | RTX | Rtx CORP | +0.1% | -0.43% | 减仓 |
| 28 | MRSH | Marsh & Mclennan Cos | +0.1% | +2.97% | 加仓 |
| 29 | SCHW | Schwab (charles) CORP | +0.1% | +11.18% | 加仓 |
| 30 | LIN | Linde plc | +0.1% | -1.34% | 减仓 |
| 31 | MA | Mastercard Inc - A | +0.1% | -1.81% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +0.94% | 加仓 |
| 33 | CVS | Cvs Health CORP | 0% | -8.99% | 减仓 |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 0% | +1.96% | 加仓 |
| 35 | AJG | Arthur J Gallagher & Co | 0% | +9.16% | 加仓 |
| 36 | BSX | Boston Scientific CORP | 0% | +2.01% | 加仓 |
| 37 | ORLY | O'reilly Automotive Inc | 0% | +1.53% | 加仓 |
| 38 | CI | THE Cigna Group | 0% | +0.76% | 加仓 |
| 39 | AMT | American Tower CORP | 0% | -2.48% | 减仓 |
| 40 | TMUS | T-mobile US Inc | 0% | -5.21% | 减仓 |
| 41 | ELV | Elevance Health Inc | 0% | -0.57% | 减仓 |
| 42 | MCD | Mcdonald's CORP | 0% | -1.04% | 减仓 |
| 43 | ICE | Intercontinental Exchange In | 0% | +2.32% | 加仓 |
| 44 | CME | Cme Group Inc | 0% | +3.36% | 加仓 |
| 45 | GWRE | Guidewire Software Inc | 0% | +148.27% | 加仓 |
| 46 | MCK | Mckesson CORP | 0% | -0.00% | 减仓 |
| 47 | WM | Waste Management Inc | 0% | +1.18% | 加仓 |
| 48 | AZO | Autozone Inc | 0% | +1.63% | 加仓 |
| 49 | NEM | Newmont CORP | 0% | +2.43% | 加仓 |
| 50 | KLAC | Kla CORP | 0% | +5.78% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rhumbline Advisers 在 Q1 2025 季度的美股持仓总市值约为 US$1325.6亿，共申报了 4182 个公开持股仓位。
在 Q1 2025 季度，Rhumbline Advisers 按市值排列的前三大核心持股分别为：AAPL (5.9%)、MSFT (5.0%)、NVDA (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.9% 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
XYZ
市值: US$3587.4万
本季最大获利了结 / 清仓标的
AZPN1USD
前期市值: US$1972.2万
在 Q1 2025 季度中，Rhumbline Advisers 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 106 个仓位、减仓 88 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 XYZ。 本季清仓仓位包含 AZPN1USD。
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。