13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001911407
申報總市值
US$8.1億
US$8.1億
151 檔
17.1%
截至 Q4 2024 季度末，Eagle Rock Investment Company, LLC 的美股持倉估值約為 US$8.1億，全數申報部位共有 151 檔。
Eagle Rock Investment Company, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 22 檔持股的同時，亦同步清倉 3 檔並減碼 21 檔標的。
整體而言，Eagle Rock Investment Company, LLC 的前 5 大持股（包含 AVGO, BND, BSV）貢獻了組合市值的 17.1%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
AMAT
市值: US$164.1萬
本季最大獲利了結 / 清倉標的
RIO
前期市值: US$110.3萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 股票-科技 | 5.69% | +0.12% | -11.45% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.33% | -1.24% | +0.29% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.04% | +0.19% | +0.19% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.03% | +0.14% | +1.63% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.91% | -0.27% | -1.41% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.30% | -0.01% | -3.38% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | -0.32% | +6.99% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.98% | -0.43% | +5.68% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.71% | — | -0.74% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.62% | -0.21% | -0.01% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.52% | -0.08% | -0.28% | |
| 12 | AZO | Autozone Inc | 股票-循環性消費 | 2.26% | -0.17% | +13.35% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.12% | +0.33% | +24.67% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.81% | +0.59% | -0.45% | |
| 15 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.76% | -0.44% | +24.64% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 1.71% | -0.22% | EXIT | |
| 17 | COR | Cencora Inc | 股票-醫療保健 | 1.46% | -0.35% | +2.76% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.42% | +0.37% | +0.03% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.35% | +2.09% | +4.34% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.30% | -0.03% | +17.69% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.21% | -0.15% | +0.16% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.48% | +5.76% | |
| 23 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.18% | — | +13.46% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.13% | +0.10% | +0.11% | |
| 25 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.13% | +0.26% | +0.08% | |
| 26 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.04% | -0.23% | +0.17% | |
| 27 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.98% | -0.52% | -0.09% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.16% | -2.09% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.95% | -0.32% | +0.01% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 0.91% | +0.01% | -0.02% | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 0.90% | +1.02% | +0.57% | |
| 32 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.87% | -0.03% | -0.08% | |
| 33 | SUB | Ishares Short-term National | ETF-其他 | 0.84% | -0.10% | -6.08% | |
| 34 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.81% | -0.26% | +71.68% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.81% | -0.10% | +3.15% | |
| 36 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.76% | -0.37% | +49.18% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工業 | 0.75% | — | -9.76% | |
| 38 | CLX | Clorox Company | 股票-非循環性消費 | 0.74% | -0.15% | -0.03% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.68% | -0.12% | -0.84% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.68% | +0.04% | +0.17% | |
| 41 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.66% | +0.28% | +78.26% | |
| 42 | CPAY | Corpay Inc | 股票-科技 | 0.65% | — | -0.09% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.65% | +0.09% | +0.26% | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.62% | +0.05% | -0.89% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.62% | — | +70.62% | |
| 46 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | +0.03% | +29.17% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.60% | -0.04% | -27.16% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | -0.01% | — | |
| 49 | FANG | Diamondback Energy Inc | 股票-能源 | 0.58% | -0.17% | -0.85% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | -0.07% | -2.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -11.45% | 減碼 |
| 2 | V | Visa Inc-class A Shares | +0.6% | +24.67% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.63% | 加碼 |
| 4 | TTWO | Take-two Interactive Softwre | +0.4% | +78.26% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -0.74% | 減碼 |
| 6 | AZO | Autozone Inc | +0.3% | +13.35% | 加碼 |
| 7 | LPLA | Lpl Financial Holdings Inc | +0.3% | -0.09% | 減碼 |
| 8 | AMAT | Applied Materials Inc | +0.3% | NEW | 新建倉 |
| 9 | APO | Apollo Global Management Inc | +0.3% | +29.17% | 加碼 |
| 10 | GEHC | GE Healthcare Technology | +0.2% | +71.68% | 加碼 |
| 11 | USFD | US Foods Holding CORP | +0.2% | NEW | 新建倉 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +5.68% | 加碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.45% | 減碼 |
| 14 | FISV | Fiserv Inc | +0.2% | -0.39% | 減碼 |
| 15 | TGT | Target CORP | +0.2% | +70.62% | 加碼 |
| 16 | AXP | American Express Co | +0.2% | -0.28% | 減碼 |
| 17 | LULU | Lululemon Athletica Inc | +0.2% | +15.94% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +0.08% | 加碼 |
| 19 | DIS | Walt Disney Co/the | +0.2% | +0.16% | 加碼 |
| 20 | NKE | Nike Inc -cl B | +0.2% | +49.18% | 加碼 |
| 21 | EA | Electronic Arts Inc | +0.2% | +13.46% | 加碼 |
| 22 | WEX | Wex Inc | +0.2% | NEW | 新建倉 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +0.03% | 加碼 |
| 24 | LKQ | Lkq CORP | +0.1% | NEW | 新建倉 |
| 25 | MSFT | Microsoft CORP | +0.1% | +6.99% | 加碼 |
| 26 | AAPL | Apple Inc | +0.1% | -3.38% | 減碼 |
| 27 | COF | Capital One Financial CORP | +0.1% | -0.89% | 減碼 |
| 28 | CME | Cme Group Inc | -0.1% | -28.17% | 減碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -6.47% | 減碼 |
| 30 | TRV | Travelers Cos Inc/the | -0.1% | -18.50% | 減碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.26% | 加碼 |
| 32 | VZ | Verizon Communications Inc | -0.1% | +0.01% | 加碼 |
| 33 | KMX | Carmax Inc | -0.1% | EXIT | 清倉 |
| 34 | CB | Chubb Limited | -0.1% | -0.01% | 減碼 |
| 35 | NSC | Norfolk Southern CORP | -0.1% | -9.76% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.2% | -2.09% | 減碼 |
| 37 | OWL | Blue Owl Capital Inc | -0.2% | EXIT | 清倉 |
| 38 | HCA | Hca Healthcare Inc | -0.2% | +24.64% | 加碼 |
| 39 | BMY | Bristol-myers Squibb Co | -0.2% | -52.87% | 減碼 |
| 40 | RIO | Rio Tinto Plc-spon Adr | -0.2% | EXIT | 清倉 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | +0.11% | 加碼 |
| 42 | STX | Seagate Technology Holdings plc | -0.2% | -76.92% | 減碼 |
| 43 | MU | Micron Technology Inc | -0.2% | +0.57% | 加碼 |
| 44 | KLAC | Kla CORP | -0.3% | +4.34% | 加碼 |
| 45 | KHC | Kraft Heinz Co/the | -0.3% | -79.07% | 減碼 |
| 46 | BND | Vanguard Total Bond Market | -0.3% | +0.29% | 加碼 |
| 47 | MRK | Merck & Co. Inc. | -0.4% | -27.16% | 減碼 |
| 48 | HAS | Hasbro Inc | -0.5% | -67.00% | 減碼 |
| 49 | ELV | Elevance Health Inc | -0.8% | -50.80% | 減碼 |
| 50 | PFE | Pfizer Inc | -0.9% | -58.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eagle Rock Investment Company, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.1億，共申報了 151 個公開持股部位。
在 Q4 2024 季度，Eagle Rock Investment Company, LLC 按市值排列的前三大核心持股分別為：AVGO (5.7%)、BND (5.3%)、BSV (4.0%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.7% 的權重。
在 Q4 2024 季度中，Eagle Rock Investment Company, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 RIO。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。