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: 0002005098
申报总市值
US$5.2亿
US$5.2亿
105 檔
35.6%
根据最新整理的 13F 季度数据集，Rockline Wealth Management, LLC 于 Q4 2025 结束时的管理资产规模为 US$5.2亿。该机构在本季度申报了 105 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Rockline Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 34 个既有持股进行加仓（合计增持 39 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Rockline Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 35.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 15.78% | -0.18% | -0.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.81% | -0.01% | +0.53% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.67% | -0.52% | +2.15% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.49% | -0.64% | +2.80% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.16% | -1.19% | +1.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.09% | +0.37% | +3.44% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.85% | +0.33% | +1.35% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.39% | -0.22% | +5.35% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.31% | -0.12% | +2.50% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 2.16% | -0.29% | +0.47% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.12% | +0.06% | +2.04% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | -0.01% | +1.26% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 2.03% | +2.05% | +4.11% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.86% | -0.47% | -0.46% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.71% | -0.38% | +2.67% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.62% | -0.02% | +12.32% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.54% | — | +1.23% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.40% | -0.21% | +0.91% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.14% | +1.98% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.27% | -0.09% | +0.70% | |
| 21 | GD | General Dynamics CORP | 股票-工业 | 1.23% | -0.13% | +2.92% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.19% | -0.04% | EXIT | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.14% | -0.07% | +2.73% | |
| 24 | WM | Waste Management Inc | 股票-工业 | 1.12% | -0.20% | +3.06% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.12% | -0.30% | +2.57% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.09% | -0.10% | -7.23% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.06% | +0.57% | +7.61% | |
| 28 | KTOS | Kratos Defense & Security | 股票-工业 | 1.03% | -0.93% | +15.34% | |
| 29 | NFLX | Netflix Inc | 股票-通信服务 | 1.02% | -0.38% | +1004.42% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.99% | -0.21% | +1.95% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 0.94% | -0.11% | +1.90% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | -0.12% | -0.32% | |
| 33 | DOV | Dover CORP | 股票-工业 | 0.86% | -0.08% | +1.08% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.81% | -0.15% | +5.20% | |
| 35 | NUE | Nucor CORP | 股票-原材料 | 0.81% | +0.13% | +3.90% | |
| 36 | AEP | American Electric Power | 股票-公用事业 | 0.78% | -0.09% | +3.66% | |
| 37 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.73% | -0.03% | +2.50% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.73% | +0.01% | +4.31% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | — | +1.67% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.31% | +6.60% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.05% | EXIT | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.66% | -0.18% | +5.55% | |
| 43 | UBER | Uber Technologies Inc | 股票-工业 | 0.63% | -0.02% | +18.84% | |
| 44 | SO | Southern Co/the | 股票-公用事业 | 0.61% | -0.10% | +2.54% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.60% | -0.16% | +2.70% | |
| 46 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.59% | +0.35% | +7.63% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.57% | -0.19% | +0.62% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.24% | +7.63% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.48% | — | +2.16% | |
| 50 | MCO | Moody's CORP | 股票-金融 | 0.45% | — | +8.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +3.44% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.5% | +4.11% | 加仓 |
| 3 | AAPL | Apple Inc | +0.4% | +0.53% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.2% | +1.35% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.2% | +12.32% | 加仓 |
| 6 | NUE | Nucor CORP | +0.2% | +3.90% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +1.98% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -7.23% | 减仓 |
| 9 | DOV | Dover CORP | +0.1% | +1.08% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +2.04% | 加仓 |
| 11 | RTX | Rtx CORP | +0.1% | +0.91% | 加仓 |
| 12 | WMT | Walmart Inc | +0.1% | -0.46% | 减仓 |
| 13 | SPGI | S&p Global Inc | +0.1% | +2.36% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +6.60% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +2.50% | 加仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +7.63% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.11% | 减仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | +1.95% | 加仓 |
| 19 | CRM | Salesforce Inc | +0.1% | +0.79% | 加仓 |
| 20 | MCO | Moody's CORP | +0.1% | +8.31% | 加仓 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +1.26% | 加仓 |
| 22 | PNC | Pnc Financial Services Group | +0.1% | +4.31% | 加仓 |
| 23 | AEP | American Electric Power | 0% | +3.66% | 加仓 |
| 24 | VST | Vistra CORP | -0.1% | +9.77% | 加仓 |
| 25 | CRWV | Coreweave Inc-cl A | -0.1% | +27.05% | 加仓 |
| 26 | KTOS | Kratos Defense & Security | -0.1% | +15.34% | 加仓 |
| 27 | PM | Philip Morris International | -0.1% | -56.95% | 减仓 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -0.32% | 减仓 |
| 29 | KMB | Kimberly-clark CORP | -0.1% | +2.57% | 加仓 |
| 30 | GPC | Genuine Parts Co | -0.1% | +2.50% | 加仓 |
| 31 | COST | Costco Wholesale CORP | -0.1% | +2.67% | 加仓 |
| 32 | ADP | Automatic Data Processing | -0.1% | +1.67% | 加仓 |
| 33 | PLTR | Palantir Technologies Inc-a | -0.1% | +1.47% | 加仓 |
| 34 | BX | Blackstone Inc | -0.2% | +0.70% | 加仓 |
| 35 | NFLX | Netflix Inc | -0.2% | +1004.42% | 加仓 |
| 36 | NVDA | Nvidia CORP | -0.3% | -0.31% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.4% | +2.15% | 加仓 |
| 38 | HD | Home Depot Inc | -0.4% | +0.47% | 加仓 |
| 39 | META | Meta Platforms Inc-class A | -0.5% | +2.80% | 加仓 |
| 40 | ORCL | Oracle CORP | -0.9% | +5.35% | 加仓 |
| 41 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 42 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 43 | MSI | Motorola Solutions Inc | — | EXIT | 清仓 |
| 44 | MO | Altria Group Inc | — | EXIT | 清仓 |
| 45 | CAVA | Cava Group Inc | — | NEW | 新建仓 |
| 46 | APD | Air Products & Chemicals Inc | — | EXIT | 清仓 |
| 47 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | 清仓 |
| 49 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 50 | EW | Edwards Lifesciences CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Rockline Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$5.2亿，共申报了 105 个公开持股仓位。
在 Q4 2025 季度，Rockline Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (15.8%)、AAPL (7.8%)、MSFT (5.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 15.8% 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
AMD
市值: US$55.1万
本季最大获利了结 / 清仓标的
MSI
前期市值: US$35.9万
在 Q4 2025 季度中，Rockline Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 34 个仓位、减仓 6 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AMD。 本季清仓仓位包含 MSI。
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。