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: 0001846991
申报总市值
US$7.8亿
US$7.8亿
326 檔
25.8%
在 Q4 2025 的 13F 官方备案中，Round Rock Advisors LLC 管理的美股投资组合规模来到 US$7.8亿，整体持股档数为 326 档。
在 Q4 2025，Round Rock Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 42 个新仓位，并对 94 个既有持股进行加仓（合计增持 136 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Round Rock Advisors LLC 的前 5 大核心持股（包含 QQQ, JPST, VYM 等）合计占整体申报市值的 25.8%，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 326 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.49% | +0.79% | +0.64% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.86% | -0.81% | +2.41% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.64% | -0.48% | +1.52% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.78% | +2.02% | -1.87% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.37% | +0.13% | +1.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.14% | -0.11% | +1.18% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.74% | -0.12% | -4.45% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.59% | -0.01% | +1.26% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.40% | -0.07% | +3.27% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.35% | -0.24% | +2.66% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.27% | -5.91% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.16% | -0.35% | -5.00% | |
| 13 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-其他 | 1.85% | -0.12% | +42.21% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.76% | +0.06% | -7.28% | |
| 15 | NBSD | Neuberger Short Duration Inc | ETF-其他 | 1.75% | -0.25% | +35.11% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | -0.05% | +2.32% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.29% | +0.14% | -37.59% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.29% | +0.22% | +94.50% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.24% | +0.11% | -6.57% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | -0.12% | +113.63% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.67% | -0.02% | +0.17% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.02% | +1.04% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | -0.10% | -4.32% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | -0.19% | +0.03% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | — | -15.03% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | +0.01% | +0.40% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.26% | +0.46% | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.53% | -0.03% | +0.17% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.53% | +0.04% | +0.24% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.50% | +0.10% | -0.22% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.02% | +2.04% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.41% | -0.05% | +0.11% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.41% | -0.07% | +0.09% | |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.40% | -0.07% | +0.16% | |
| 35 | FEIM | Frequency Electronics Inc | 股票-其他 | 0.39% | +0.08% | +152.47% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.39% | -0.07% | +0.04% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | +0.02% | +28.62% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.37% | -0.01% | +74.82% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.34% | +0.06% | +0.18% | |
| 40 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.34% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.13% | -1.59% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.32% | -0.05% | +12.31% | |
| 43 | EZBC | Franklin Bitcoin ETF | ETF-加密货币 | 0.31% | -0.33% | EXIT | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | -0.02% | -0.42% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.31% | -0.05% | +2.47% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.30% | +0.04% | -0.19% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.30% | +0.01% | +0.15% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | -0.05% | +0.42% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | +8.70% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.29% | -0.31% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SDSI | Amer Cent Sh Dur Strat Inc | +0.5% | +42.21% | 加仓 |
| 2 | NBSD | Neuberger Short Duration Inc | +0.4% | +35.11% | 加仓 |
| 3 | FEIM | Frequency Electronics Inc | +0.3% | +152.47% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.28% | 减仓 |
| 5 | XLV | Ss Health Care Select Sector | +0.2% | +3.27% | 加仓 |
| 6 | LBRT | Liberty Energy Inc | +0.2% | +65.29% | 加仓 |
| 7 | SHLS | Shoals Technologies Group -a | +0.1% | +190.83% | 加仓 |
| 8 | NEOG | Neogen CORP | +0.1% | +520.84% | 加仓 |
| 9 | SMH | Vaneck Semiconductor ETF | +0.1% | -1.87% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.04% | 加仓 |
| 11 | IDR | Idaho Strategic Resources In | +0.1% | +44.98% | 加仓 |
| 12 | VTOL | Bristow Group Inc | +0.1% | +177.50% | 加仓 |
| 13 | MYFW | First Western Financial Inc | +0.1% | +125.60% | 加仓 |
| 14 | PLUS | Eplus Inc | +0.1% | +31.35% | 加仓 |
| 15 | PKE | Park Aerospace CORP | +0.1% | +64.47% | 加仓 |
| 16 | HAPN | Happen Inc | +0.1% | +58.94% | 加仓 |
| 17 | LZ | Legalzoomcom Inc | +0.1% | +62.62% | 加仓 |
| 18 | MD | Pediatrix Medical Group Inc | +0.1% | +150.80% | 加仓 |
| 19 | TCMD | Tactile Systems Technology I | +0.1% | +62.81% | 加仓 |
| 20 | MU | Micron Technology Inc | +0.1% | +0.58% | 加仓 |
| 21 | OMCL | Omnicell Inc | +0.1% | +53.38% | 加仓 |
| 22 | PLPC | Preformed Line Products Co | +0.1% | +65.96% | 加仓 |
| 23 | TE | T1 Energy Inc | +0.1% | -7.06% | 减仓 |
| 24 | NPKI | Npk International Inc | +0.1% | +85.90% | 加仓 |
| 25 | ARRY | Array Technologies Inc | +0.1% | +54.05% | 加仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +28.62% | 加仓 |
| 27 | NWPX | Nwpx Infrastructure Inc | +0.1% | +52.88% | 加仓 |
| 28 | MYRG | Myr Group Inc/delaware | +0.1% | +59.92% | 加仓 |
| 29 | OPY | Oppenheimer Holdings-cl A | +0.1% | +62.92% | 加仓 |
| 30 | USLM | United States Lime & Mineral | +0.1% | +69.58% | 加仓 |
| 31 | CPSH | Cps Technologies CORP | +0.1% | +316.68% | 加仓 |
| 32 | CCLD | Carecloud Inc | +0.1% | +206.16% | 加仓 |
| 33 | NBBK | Nb Bancorp Inc | +0.1% | +52.80% | 加仓 |
| 34 | REX | Rex American Resources CORP | +0.1% | +49.16% | 加仓 |
| 35 | ALNT | Allient Inc | +0.1% | +48.74% | 加仓 |
| 36 | HROW | Harrow Inc | +0.1% | +67.66% | 加仓 |
| 37 | MYE | Myers Industries Inc | +0.1% | +67.32% | 加仓 |
| 38 | AMPH | Amphastar Pharmaceuticals In | +0.1% | +138.66% | 加仓 |
| 39 | VPG | Vishay Precision Group | +0.1% | +58.47% | 加仓 |
| 40 | COF | Capital One Financial CORP | 0% | +0.17% | 加仓 |
| 41 | GRBK | Green Brick Partners Inc | 0% | +51.79% | 加仓 |
| 42 | KRNT | Kornit Digital Ltd. | 0% | +67.59% | 加仓 |
| 43 | PBYI | Puma Biotechnology Inc | 0% | +60.62% | 加仓 |
| 44 | HCI | Hci Group Inc | 0% | +57.44% | 加仓 |
| 45 | ODC | Oil-dri CORP Of America | 0% | +72.06% | 加仓 |
| 46 | TRNS | Transcat Inc | 0% | +104.12% | 加仓 |
| 47 | PSMT | Pricesmart Inc | 0% | +51.84% | 加仓 |
| 48 | SNBRQ | Sleep Number CORP | 0% | +59.87% | 加仓 |
| 49 | CRAI | Cra International Inc | 0% | +51.35% | 加仓 |
| 50 | DVAX | Dynavax Technologies CORP | 0% | +60.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Round Rock Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.8亿，共申报了 326 个公开持股仓位。
在 Q4 2025 季度，Round Rock Advisors LLC 按市值排列的前三大核心持股分别为：QQQ (7.5%)、JPST (6.9%)、VYM (6.6%)。其中最大持股仓位 QQQ 占据整体投资组合约 7.5% 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
EZBC
市值: US$208.8万
本季最大获利了结 / 清仓标的
ITT
前期市值: US$365.0万
在 Q4 2025 季度中，Round Rock Advisors LLC 共进行了 199 项持仓异动，包含新建仓 42 个仓位、加仓 94 个仓位、减仓 20 个仓位以及清仓 43 个仓位。 其中最大新建仓标的为 EZBC。 本季清仓仓位包含 ITT。
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。