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
167 檔
22.1%
Q3 2025 季度申報顯示，Eagle Rock Investment Company, LLC 揭露的美股組合總市值為 US$8.1億，涵蓋 167 個不同之權益投資部位。
在 Q3 2025，Eagle Rock Investment Company, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 22 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 BND, AVGO, GOOGL）占據了總市值的 22.1%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
COR
市值: US$1149.6萬
本季最大獲利了結 / 清倉標的
COR
前期市值: US$1082.1萬
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 8.39% | -1.24% | +0.57% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.05% | +0.12% | -5.76% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.66% | +0.14% | -0.71% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.32% | -0.12% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.43% | -0.43% | -0.29% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.88% | -0.01% | -0.37% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | — | -0.29% | |
| 8 | AZO | Autozone Inc | 股票-循環性消費 | 2.37% | -0.17% | -0.92% | |
| 9 | CB | Chubb Limited | 股票-金融 | 2.34% | -0.21% | -0.12% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 2.21% | +2.09% | -0.14% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.17% | -0.08% | -2.46% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.97% | +0.33% | -0.18% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.95% | +0.59% | -0.29% | |
| 14 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.77% | -0.23% | +5.67% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.74% | -0.27% | +9.98% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.72% | +0.19% | +2.02% | |
| 17 | COR | Cencora, Inc. | 股票-醫療保健 | 1.69% | — | — | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 1.42% | +1.02% | -22.23% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | +0.37% | -0.38% | |
| 20 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.35% | -0.44% | -36.59% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.35% | +0.09% | +76.99% | |
| 22 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.29% | -0.14% | +33.62% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.48% | -0.28% | |
| 24 | WRB | Wr Berkley CORP | 股票-金融 | 1.12% | -0.02% | +30.88% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.12% | -0.15% | +0.49% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | -0.16% | -0.09% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.03% | -0.32% | -0.18% | |
| 28 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.03% | +0.28% | +11.06% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 0.98% | -0.22% | EXIT | |
| 30 | URI | United Rentals Inc | 股票-工業 | 0.93% | +0.82% | -0.08% | |
| 31 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.88% | -0.52% | -0.50% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.87% | -0.10% | +9.45% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.84% | +0.04% | -0.49% | |
| 34 | APO | Apollo Global Management Inc | 股票-金融 | 0.81% | +0.03% | +0.79% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.80% | -0.18% | -0.33% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.79% | +0.02% | +21.16% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +0.69% | +60.16% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.76% | -0.03% | -12.83% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.05% | -0.53% | |
| 40 | DG | Dollar General CORP | 股票-非循環性消費 | 0.68% | -0.14% | +15.72% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.67% | -0.10% | +0.06% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | +0.10% | -27.55% | |
| 43 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.65% | -0.26% | +9.66% | |
| 44 | CLX | Clorox Company | 股票-非循環性消費 | 0.64% | -0.15% | +17.19% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | +0.05% | -0.07% | |
| 46 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.63% | -0.03% | -0.84% | |
| 47 | CMI | Cummins Inc | 股票-工業 | 0.60% | +0.06% | — | |
| 48 | FANG | Diamondback Energy Inc | 股票-能源 | 0.56% | -0.17% | -16.13% | |
| 49 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.56% | -0.13% | +15.31% | |
| 50 | MCK | Mckesson CORP | 股票-醫療保健 | 0.54% | -0.06% | -0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.3% | -5.76% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | -0.71% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | -0.12% | 加碼 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.7% | +76.99% | 加碼 |
| 5 | CBRE | Cbre Group Inc - A | +0.7% | +5.67% | 加碼 |
| 6 | WRB | Wr Berkley CORP | +0.7% | +30.88% | 加碼 |
| 7 | KLAC | Kla CORP | +0.6% | -0.14% | 減碼 |
| 8 | ETN | Eaton Corporation plc | +0.6% | +21.16% | 加碼 |
| 9 | MU | Micron Technology Inc | +0.5% | -22.23% | 減碼 |
| 10 | URI | United Rentals Inc | +0.4% | -0.08% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.29% | 減碼 |
| 12 | AMAT | Applied Materials Inc | +0.4% | +60.16% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.4% | -0.29% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.3% | -0.53% | 不變 |
| 15 | DG | Dollar General CORP | +0.2% | +15.72% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -0.29% | 減碼 |
| 17 | TTWO | Take-two Interactive Softwre | +0.2% | +11.06% | 加碼 |
| 18 | CACI | Caci International Inc -cl A | +0.2% | +49.48% | 加碼 |
| 19 | C | Citigroup Inc | +0.1% | -0.49% | 減碼 |
| 20 | EVR | Evercore Inc - A | +0.1% | — | 不變 |
| 21 | TRU | Transunion | +0.1% | — | 加碼 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.41% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 24 | CMI | Cummins Inc | +0.1% | — | 減碼 |
| 25 | AXP | American Express Co | +0.1% | -2.46% | 減碼 |
| 26 | DIS | Walt Disney Co/the | 0% | +0.49% | 加碼 |
| 27 | AAPL | Apple Inc | -0.1% | -0.37% | 減碼 |
| 28 | AZO | Autozone Inc | -0.2% | -0.92% | 減碼 |
| 29 | UNP | Union Pacific CORP | -0.2% | — | 減碼 |
| 30 | NKE | Nike Inc -cl B | -0.3% | +0.58% | 減碼 |
| 31 | EA | Electronic Arts Inc | -0.3% | -27.88% | 減碼 |
| 32 | GEHC | GE Healthcare Technology | -0.4% | +9.66% | 減碼 |
| 33 | PGR | Progressive CORP | -0.4% | -0.24% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.4% | -12.83% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | -0.6% | -27.55% | 減碼 |
| 36 | FISV | Fiserv Inc | -0.6% | +19.98% | 加碼 |
| 37 | CB | Chubb Limited | -0.6% | -0.12% | 減碼 |
| 38 | HCA | Hca Healthcare Inc | -0.7% | -36.59% | 減碼 |
| 39 | NSC | Norfolk Southern CORP | -0.7% | -87.17% | 減碼 |
| 40 | UPS | United Parcel Service-cl B | -0.8% | -40.40% | 減碼 |
| 41 | BND | Vanguard Total Bond Market | -1.8% | +0.57% | 減碼 |
| 42 | COR | Cencora, Inc. | — | NEW | 新建倉 |
| 43 | COR | Cencora Inc | — | EXIT | 清倉 |
| 44 | IQV | Iqvia Holdings Inc | — | NEW | 新建倉 |
| 45 | TGT | Target CORP | — | EXIT | 清倉 |
| 46 | SCHW | Schwab (charles) CORP | — | EXIT | 清倉 |
| 47 | EME | Emcor Group Inc | — | NEW | 新建倉 |
| 48 | VT | Vanguard Tot World Stk ETF | — | NEW | 新建倉 |
| 49 | GLDM | Spdr Gold Minishares Trust | — | EXIT | 清倉 |
| 50 | SKAA | Skechers USA Inc-cl A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Eagle Rock Investment Company, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8.1億，共申報了 167 個公開持股部位。
在 Q3 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 (8.4%)、AVGO (6.0%)、GOOGL (4.7%)。其中最大持股部位 BND 佔據整體投資組合約 8.4% 的權重。
在 Q3 2025 季度中，Eagle Rock Investment Company, LLC 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 16 個部位、減碼 22 個部位以及清倉 5 個部位。 其中最大新建倉標的為 COR。 本季清倉部位包含 COR。
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。