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: 0000085338
申报总市值
US$26.8亿
US$26.8亿
3015 檔
8.7%
Rothschild Investment LLC 在 Q2 2025 季度的美股仓位总计估值为 US$26.8亿，分散于 3015 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Rothschild Investment LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Rothschild Investment LLC 的前 5 大核心持股（包含 NVDA, AAPL, JPM 等）合计占整体申报市值的 8.7%，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 3015 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 | NVDA | Nvidia CORP | 股票-科技 | 4.29% | -0.17% | -3.47% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.55% | +0.15% | -4.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.67% | -0.24% | -1.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.10% | +0.92% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.31% | +0.76% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | -0.06% | -0.91% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 1.86% | -0.17% | +0.98% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.64% | -0.27% | -0.17% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.53% | -0.04% | +3.04% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | -0.20% | +0.70% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.38% | -0.08% | -8.55% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.34% | -1.95% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.19% | -0.06% | -2.03% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.18% | -0.27% | -1.08% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.17% | -0.15% | +0.81% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | +0.15% | +0.29% | |
| 17 | CGDG | Cap Group Dividend Growers | ETF-其他 | 1.13% | -0.28% | +8.06% | |
| 18 | AMGN | Amgen Inc | 股票-医疗保健 | 1.05% | -0.27% | -1.88% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | -0.19% | +3.56% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.04% | -0.20% | -0.81% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.04% | -0.12% | +19.59% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.99% | +0.57% | -7.55% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -1.25% | EXIT | |
| 24 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.97% | -0.32% | +3.21% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | -0.32% | -4.06% | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 0.92% | -0.39% | -0.51% | |
| 27 | HON | Honeywell International Inc | 股票-工业 | 0.88% | -0.75% | EXIT | |
| 28 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.88% | -0.12% | +2.27% | |
| 29 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.87% | -0.23% | +8.09% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 0.87% | -0.07% | -1.75% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 0.79% | -0.40% | -2.89% | |
| 32 | GE | General Electric | 股票-工业 | 0.76% | +0.04% | +2.63% | |
| 33 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.76% | -0.10% | +7.50% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.05% | -5.24% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.72% | -0.04% | -4.31% | |
| 36 | AIG | American International Group | 股票-金融 | 0.71% | -0.10% | +0.03% | |
| 37 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.69% | -0.11% | +194.90% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.12% | +1.52% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.68% | +0.04% | +6.71% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.67% | -0.10% | -2.80% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.05% | +0.16% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | +0.01% | -0.58% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | +0.02% | -1.00% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.09% | +8.21% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.59% | -0.09% | +438.79% | |
| 46 | SO | Southern Co/the | 股票-公用事业 | 0.57% | -0.11% | -2.13% | |
| 47 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.54% | -0.21% | -0.35% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | -0.09% | -4.99% | |
| 49 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.53% | -0.38% | -3.64% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.52% | -0.17% | -2.64% |
根据 SEC 官方 Form 13F 申报备案，Rothschild Investment LLC 在 Q2 2025 季度的美股持仓总市值约为 US$26.8亿，共申报了 3015 个公开持股仓位。
在 Q2 2025 季度，Rothschild Investment LLC 按市值排列的前三大核心持股分别为：NVDA (4.3%)、AAPL (3.5%)、JPM (2.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.3% 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。
在 Q2 2025 季度中，Rothschild Investment LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。