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: 0000085338
申报总市值
US$26.8亿
US$26.8亿
3427 檔
10.5%
在 Q4 2025 申报期间，Rothschild Investment LLC（CIK: 0000085338）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$26.8亿，共持有 3427 个公开申报仓位。
在 Q4 2025，Rothschild Investment LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
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, GOOGL 等）合计占整体申报市值的 10.5%，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 3427 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 | 4.30% | -0.17% | -1.36% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.83% | +0.15% | -2.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.93% | -0.06% | -2.61% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.24% | -1.61% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.10% | -0.74% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.76% | -0.31% | -1.13% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 1.66% | -0.17% | -1.64% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.60% | -0.27% | +0.26% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | +0.15% | -7.50% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.45% | -0.04% | +2.50% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.25% | -0.06% | -2.41% | |
| 12 | CGDG | Cap Group Dividend Growers | ETF-其他 | 1.17% | -0.28% | +4.10% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.11% | -0.32% | -0.92% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.20% | -0.19% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.34% | -3.98% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | -0.19% | +2.67% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.05% | -0.27% | +1.14% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.05% | -0.12% | +2.50% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.05% | -0.27% | -1.52% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | -0.20% | +3.73% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.08% | -2.65% | |
| 22 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 1.00% | -0.32% | +6.34% | |
| 23 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.95% | -0.23% | +6.59% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -1.25% | EXIT | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 0.88% | -0.07% | -1.76% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.82% | -0.10% | -1.24% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.15% | -2.74% | |
| 28 | GE | General Electric | 股票-工业 | 0.79% | +0.04% | -2.24% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.05% | -1.15% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.57% | -2.41% | |
| 31 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.75% | -0.10% | +2.30% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.70% | +0.04% | -18.37% | |
| 33 | ITW | Illinois Tool Works | 股票-工业 | 0.67% | -0.40% | -1.02% | |
| 34 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.66% | -0.12% | -3.84% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.65% | -0.75% | EXIT | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.65% | -0.11% | +0.15% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | +0.05% | -0.95% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | -0.09% | +13.50% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | -0.39% | +1003.80% | |
| 40 | AIG | American International Group | 股票-金融 | 0.61% | -0.10% | -2.06% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.20% | +1.63% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.12% | +0.91% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.09% | +4.34% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.59% | +0.01% | -1.29% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.55% | -0.04% | -2.19% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.54% | -0.03% | +7.09% | |
| 47 | PAVE | Global X US Infrastructure | ETF-其他 | 0.54% | -0.10% | +10700.42% | |
| 48 | CGGO | Cap Group Global Growth | ETF-其他 | 0.52% | — | +13.87% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.51% | +0.02% | -1.63% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.17% | -9.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.61% | 减仓 |
| 2 | PAVE | Global X US Infrastructure | +0.5% | +10700.42% | 加仓 |
| 3 | TOST | Toast Inc-class A | +0.3% | +37076.63% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.50% | 减仓 |
| 5 | STBF | Perf Trust Short Term Bd ETF | +0.2% | +528.50% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +1.63% | 加仓 |
| 7 | EXLS | Exlservice Holdings Inc | +0.1% | +2882.98% | 加仓 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +43.86% | 加仓 |
| 9 | AMGN | Amgen Inc | +0.1% | -1.52% | 减仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.24% | 减仓 |
| 11 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +68.04% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.1% | -1.41% | 减仓 |
| 13 | HII | Huntington Ingalls Industrie | +0.1% | +478.06% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.92% | 减仓 |
| 15 | FYLD | Cambria Foreign Shareholder | +0.1% | +6.34% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +2.50% | 加仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -3.60% | 减仓 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +32.63% | 加仓 |
| 19 | AIOT | Powerfleet Inc | +0.1% | +122848.50% | 加仓 |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.50% | 加仓 |
| 21 | CGGO | Cap Group Global Growth | +0.1% | +13.87% | 加仓 |
| 22 | NUE | Nucor CORP | +0.1% | -0.63% | 减仓 |
| 23 | AAPL | Apple Inc | +0.1% | -2.47% | 减仓 |
| 24 | CGDG | Cap Group Dividend Growers | +0.1% | +4.10% | 加仓 |
| 25 | SYLD | Cambria Shareholder Yield Et | +0.1% | +6.59% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.95% | 减仓 |
| 27 | PRF | Invesco Rafi US 1000 ETF | 0% | +0.26% | 加仓 |
| 28 | PFF | Ishares Preferred & Income S | -0.1% | -37.62% | 减仓 |
| 29 | PSA | Public Storage | -0.1% | -7.70% | 减仓 |
| 30 | HON | Honeywell International Inc | -0.1% | -1.60% | 减仓 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -10.07% | 减仓 |
| 32 | CVX | Chevron CORP | -0.1% | -3.98% | 减仓 |
| 33 | NTNX | Nutanix Inc - A | -0.1% | -15.69% | 减仓 |
| 34 | CIEN | Ciena CORP | -0.1% | -88.91% | 减仓 |
| 35 | NFLX | Netflix Inc | -0.1% | +1003.80% | 加仓 |
| 36 | PANW | Palo Alto Networks Inc | -0.1% | -2.41% | 减仓 |
| 37 | HD | Home Depot Inc | -0.1% | -1.63% | 减仓 |
| 38 | DLR | Digital Realty Trust Inc | -0.1% | -3.84% | 减仓 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -2.65% | 减仓 |
| 40 | ARE | Alexandria Real Estate Equit | -0.1% | -99.12% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.1% | -12.43% | 减仓 |
| 42 | META | Meta Platforms Inc-class A | -0.2% | -0.19% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.2% | -0.74% | 减仓 |
| 44 | BX | Blackstone Inc | -0.3% | -1.64% | 减仓 |
| 45 | APO | Apollo Global Management Inc | -0.3% | -80.82% | 减仓 |
| 46 | FWRD | Forward Air CORP | -0.3% | -74.06% | 减仓 |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -98.35% | 减仓 |
| 48 | ORCL | Oracle CORP | -0.4% | -2.74% | 减仓 |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | 新建仓 |
| 50 | USEW | Cambria US Ew ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Rothschild Investment LLC 在 Q4 2025 季度的美股持仓总市值约为 US$26.8亿，共申报了 3427 个公开持股仓位。
在 Q4 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 (3.8%)、GOOGL (2.9%)。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。
本季最大新建仓标的
TCHP
市值: US$211.8万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$6694.9万
在 Q4 2025 季度中，Rothschild Investment LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 18 个仓位、减仓 30 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TCHP。
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。