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
158 檔
20.3%
Eagle Rock Investment Company, LLC 在 Q2 2025 季度的美股部位總計估值為 US$8.1億，分散於 158 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2025 期間，Eagle Rock Investment Company, LLC 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
在資產配置集中度方面，Eagle Rock Investment Company, LLC 的前 5 大核心持股（包含 BND, AVGO, MSFT 等）合計佔整體申報市值的 20.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 8.91% | -1.24% | -5.40% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.78% | +0.12% | +2.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | -0.32% | +4.95% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.73% | -0.43% | +2.85% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.67% | +0.14% | +6.74% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.84% | — | -3.11% | |
| 7 | CB | Chubb Limited | 股票-金融 | 2.60% | -0.21% | -0.19% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.51% | -0.01% | -0.18% | |
| 9 | AXP | American Express Co | 股票-金融 | 2.31% | -0.08% | +0.57% | |
| 10 | AZO | Autozone Inc | 股票-循環性消費 | 2.24% | -0.17% | -0.99% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.21% | +0.33% | -2.00% | |
| 12 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.07% | -0.44% | -0.02% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.98% | +2.09% | -0.08% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.82% | +0.19% | -0.93% | |
| 15 | COR | Cencora Inc | 股票-醫療保健 | 1.75% | -0.35% | -5.31% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.71% | +0.59% | -11.39% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.71% | -0.27% | -6.16% | |
| 18 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.61% | -0.23% | +52.50% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.50% | +0.37% | -0.48% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.45% | +1.02% | +14.82% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.30% | -0.15% | +0.63% | |
| 22 | FISV | Fiserv Inc | 股票-其他 | 1.18% | -0.22% | EXIT | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.48% | +0.66% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.10% | -0.32% | +11.67% | |
| 25 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.07% | -0.52% | -0.20% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.03% | -6.29% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | -0.16% | -0.70% | |
| 28 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.94% | +0.28% | +1.12% | |
| 29 | APO | Apollo Global Management Inc | 股票-金融 | 0.92% | +0.03% | +18.78% | |
| 30 | WRB | Wr Berkley CORP | 股票-金融 | 0.89% | -0.02% | +123.59% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.88% | +0.10% | +31.31% | |
| 32 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.86% | -0.14% | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | -0.10% | +5.56% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | -0.18% | +2.37% | |
| 35 | URI | United Rentals Inc | 股票-工業 | 0.79% | +0.82% | +41.26% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.77% | +0.04% | -0.07% | |
| 37 | SUB | Ishares Short-term National | ETF-其他 | 0.72% | -0.10% | -11.32% | |
| 38 | DG | Dollar General CORP | 股票-非循環性消費 | 0.71% | -0.14% | +34.57% | |
| 39 | COF | Capital One Financial CORP | 股票-金融 | 0.69% | +0.05% | -1.01% | |
| 40 | FANG | Diamondback Energy Inc | 股票-能源 | 0.69% | -0.17% | +21.39% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | +0.09% | +43.02% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.67% | +0.02% | +143.35% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.64% | -0.12% | +4.67% | |
| 44 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.63% | -0.03% | -19.74% | |
| 45 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.63% | -0.13% | +47.49% | |
| 46 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.63% | -0.26% | -25.77% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.01% | -0.35% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.05% | +0.53% | |
| 49 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.62% | — | -27.66% | |
| 50 | CLX | Clorox Company | 股票-非循環性消費 | 0.57% | -0.15% | +5.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.1% | +2.37% | 加碼 |
| 2 | IQV | Iqvia Holdings Inc | +0.9% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +0.9% | +4.95% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.7% | +2.85% | 加碼 |
| 5 | CBRE | Cbre Group Inc - A | +0.5% | +52.50% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.5% | +14.82% | 加碼 |
| 7 | WRB | Wr Berkley CORP | +0.5% | +123.59% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.4% | +143.35% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | +6.74% | 加碼 |
| 10 | KLAC | Kla CORP | +0.4% | -0.08% | 減碼 |
| 11 | URI | United Rentals Inc | +0.3% | +41.26% | 加碼 |
| 12 | DG | Dollar General CORP | +0.3% | +34.57% | 加碼 |
| 13 | AXP | American Express Co | +0.2% | +0.57% | 加碼 |
| 14 | DIS | Walt Disney Co/the | +0.2% | +0.63% | 加碼 |
| 15 | ORCL | Oracle CORP | +0.2% | +0.53% | 加碼 |
| 16 | EME | Emcor Group Inc | +0.2% | NEW | 新建倉 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -11.39% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | -3.11% | 減碼 |
| 19 | TRU | Transunion | +0.2% | +215.64% | 加碼 |
| 20 | APO | Apollo Global Management Inc | +0.1% | +18.78% | 加碼 |
| 21 | STZ | Constellation Brands Inc-a | +0.1% | +47.49% | 加碼 |
| 22 | TTWO | Take-two Interactive Softwre | +0.1% | +1.12% | 加碼 |
| 23 | AMAT | Applied Materials Inc | +0.1% | +1.85% | 加碼 |
| 24 | EVR | Evercore Inc - A | +0.1% | — | 不變 |
| 25 | C | Citigroup Inc | +0.1% | -0.07% | 減碼 |
| 26 | LPLA | Lpl Financial Holdings Inc | +0.1% | -0.20% | 減碼 |
| 27 | HCA | Hca Healthcare Inc | +0.1% | -0.02% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | 0% | -0.48% | 減碼 |
| 29 | FDX | Fedex CORP | -0.1% | EXIT | 清倉 |
| 30 | LKQ | Lkq CORP | -0.2% | EXIT | 清倉 |
| 31 | MRK | Merck & Co. Inc. | -0.2% | -14.11% | 減碼 |
| 32 | SKAA | Skechers USA Inc-cl A | -0.2% | EXIT | 清倉 |
| 33 | UNP | Union Pacific CORP | -0.2% | -81.48% | 減碼 |
| 34 | GLDM | Spdr Gold Minishares Trust | -0.2% | EXIT | 清倉 |
| 35 | NKE | Nike Inc -cl B | -0.2% | -32.02% | 減碼 |
| 36 | EA | Electronic Arts Inc | -0.2% | -27.66% | 減碼 |
| 37 | SSNC | Ss&c Technologies Holdings | -0.2% | -19.74% | 減碼 |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -6.16% | 減碼 |
| 39 | SCHW | Schwab (charles) CORP | -0.3% | EXIT | 清倉 |
| 40 | CVX | Chevron CORP | -0.3% | +0.66% | 加碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | +31.31% | 加碼 |
| 42 | CB | Chubb Limited | -0.3% | -0.19% | 減碼 |
| 43 | PGR | Progressive CORP | -0.4% | -53.09% | 減碼 |
| 44 | GEHC | GE Healthcare Technology | -0.4% | -25.77% | 減碼 |
| 45 | FISV | Fiserv Inc | -0.4% | +4.09% | 加碼 |
| 46 | AAPL | Apple Inc | -0.4% | -0.18% | 減碼 |
| 47 | NSC | Norfolk Southern CORP | -0.5% | -58.40% | 減碼 |
| 48 | TGT | Target CORP | -0.5% | EXIT | 清倉 |
| 49 | UPS | United Parcel Service-cl B | -0.7% | -88.64% | 減碼 |
| 50 | BND | Vanguard Total Bond Market | -1.3% | -5.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eagle Rock Investment Company, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$8.1億，共申報了 158 個公開持股部位。
在 Q2 2025 季度，Eagle Rock Investment Company, LLC 按市值排列的前三大核心持股分別為：BND (8.9%)、AVGO (5.8%)、MSFT (3.9%)。其中最大持股部位 BND 佔據整體投資組合約 8.9% 的權重。
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。
本季最大新建倉標的
IQV
市值: US$546.4萬
本季最大獲利了結 / 清倉標的
TGT
前期市值: US$271.9萬
在 Q2 2025 季度中，Eagle Rock Investment Company, LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 20 個部位以及清倉 6 個部位。 其中最大新建倉標的為 IQV。 本季清倉部位包含 TGT。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。