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
162 檔
22.9%
在 Q4 2025 申報期間，Eagle Rock Investment Company, LLC（CIK: 0001911407）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8.1億，共持有 162 個公開申報部位。
數據顯示 Eagle Rock Investment Company, LLC 於 Q4 2025 季度持續回收資金，對 23 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 BND, AVGO, GOOGL）累計市值佔比達 22.9%，是驅動 Eagle Rock Investment Company, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 8.06% | -1.24% | +0.29% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.98% | +0.12% | -1.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.72% | +0.14% | -0.74% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.33% | -0.32% | -0.44% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.01% | -0.43% | +1.69% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.95% | -0.01% | -0.18% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | — | -0.02% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.47% | +0.59% | +20.84% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.39% | +2.09% | -0.13% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.37% | -0.21% | -4.92% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.32% | -0.08% | -0.08% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 2.29% | +1.02% | -1.15% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | +0.33% | +5.52% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.92% | -0.14% | +30.40% | |
| 15 | AZO | Autozone Inc | 股票-循環性消費 | 1.81% | -0.17% | +0.24% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.80% | +0.09% | +15.89% | |
| 17 | COR | Cencora Inc | 股票-醫療保健 | 1.75% | -0.35% | — | |
| 18 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.74% | -0.23% | -0.01% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.67% | -0.27% | +0.52% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.66% | +0.19% | +0.13% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.37% | +0.01% | |
| 22 | WRB | Wr Berkley CORP | 股票-金融 | 1.18% | -0.02% | +18.81% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.16% | -0.09% | |
| 24 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.11% | -0.44% | -22.19% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.07% | -0.15% | +0.41% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.48% | -0.04% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 1.05% | +0.06% | +51.67% | |
| 28 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.98% | +0.28% | -0.03% | |
| 29 | APO | Apollo Global Management Inc | 股票-金融 | 0.95% | +0.03% | +12.07% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.94% | +0.69% | +0.17% | |
| 31 | C | Citigroup Inc | 股票-金融 | 0.93% | +0.04% | -0.60% | |
| 32 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.90% | -0.52% | -0.28% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.32% | -3.51% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.85% | -0.10% | +1.86% | |
| 35 | DG | Dollar General CORP | 股票-非循環性消費 | 0.84% | -0.14% | -0.31% | |
| 36 | URI | United Rentals Inc | 股票-工業 | 0.82% | +0.82% | +8.29% | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.70% | +0.05% | — | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.65% | -0.03% | -10.33% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.65% | +0.02% | +0.21% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.64% | -0.10% | -0.82% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.57% | +0.10% | -4.75% | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.56% | -0.17% | -0.02% | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.56% | +0.26% | +109.88% | |
| 44 | MCK | Mckesson CORP | 股票-醫療保健 | 0.55% | -0.06% | — | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | — | +1.47% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.54% | +0.19% | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | -0.07% | +6.56% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | -0.18% | -33.41% | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.52% | -0.37% | +25.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.74% | 減碼 |
| 2 | MU | Micron Technology Inc | +0.9% | -1.15% | 減碼 |
| 3 | IQV | Iqvia Holdings Inc | +0.6% | +30.40% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +20.84% | 加碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.5% | +15.89% | 加碼 |
| 6 | CMI | Cummins Inc | +0.5% | +51.67% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +109.88% | 加碼 |
| 8 | KLAC | Kla CORP | +0.2% | -0.13% | 減碼 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +0.17% | 加碼 |
| 10 | DG | Dollar General CORP | +0.2% | -0.31% | 減碼 |
| 11 | AXP | American Express Co | +0.2% | -0.08% | 減碼 |
| 12 | APO | Apollo Global Management Inc | +0.1% | +12.07% | 加碼 |
| 13 | APG | Api Group CORP | +0.1% | +122.83% | 加碼 |
| 14 | ONTO | Onto Innovation Inc | +0.1% | +99.27% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +1.47% | 加碼 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.01% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -3.28% | 減碼 |
| 18 | VT | Vanguard Tot World Stk ETF | +0.1% | +64.99% | 加碼 |
| 19 | C | Citigroup Inc | +0.1% | -0.60% | 減碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +5.52% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.09% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | — | 不變 |
| 23 | AAPL | Apple Inc | +0.1% | -0.18% | 減碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 25 | WRB | Wr Berkley CORP | +0.1% | +18.81% | 加碼 |
| 26 | COF | Capital One Financial CORP | +0.1% | — | 不變 |
| 27 | CB | Chubb Limited | 0% | -4.92% | 減碼 |
| 28 | AVGO | Broadcom Inc | -0.1% | -1.99% | 減碼 |
| 29 | LULU | Lululemon Athletica Inc | -0.1% | -43.29% | 減碼 |
| 30 | ADBE | Adobe Inc | -0.1% | -10.33% | 減碼 |
| 31 | URI | United Rentals Inc | -0.1% | +8.29% | 加碼 |
| 32 | ETN | Eaton Corporation plc | -0.1% | +0.21% | 加碼 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -3.51% | 減碼 |
| 34 | CLX | Clorox Company | -0.2% | -5.97% | 減碼 |
| 35 | EA | Electronic Arts Inc | -0.2% | -41.93% | 減碼 |
| 36 | HCA | Hca Healthcare Inc | -0.2% | -22.19% | 減碼 |
| 37 | ORCL | Oracle CORP | -0.3% | -5.78% | 減碼 |
| 38 | QCOM | Qualcomm Inc | -0.3% | -33.41% | 減碼 |
| 39 | GEHC | GE Healthcare Technology | -0.3% | -50.12% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.4% | -0.44% | 減碼 |
| 41 | META | Meta Platforms Inc-class A | -0.4% | +1.69% | 加碼 |
| 42 | SSNC | Ss&c Technologies Holdings | -0.5% | -80.28% | 減碼 |
| 43 | AZO | Autozone Inc | -0.6% | +0.24% | 加碼 |
| 44 | FISV | Fiserv Inc | -0.6% | -25.22% | 減碼 |
| 45 | COR | Cencora Inc | — | NEW | 新建倉 |
| 46 | COR | Cencora, Inc. | — | EXIT | 清倉 |
| 47 | CPAY | Corpay Inc | — | EXIT | 清倉 |
| 48 | WEX | Wex Inc | — | EXIT | 清倉 |
| 49 | LTH | Life Time Group Holdings Inc | — | NEW | 新建倉 |
| 50 | FWONK | Liberty Media Corp-formula-c | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Eagle Rock Investment Company, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$8.1億，共申報了 162 個公開持股部位。
在 Q4 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 (8.1%)、AVGO (6.0%)、GOOGL (5.7%)。其中最大持股部位 BND 佔據整體投資組合約 8.1% 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
COR
市值: US$1241.3萬
本季最大獲利了結 / 清倉標的
COR
前期市值: US$1149.6萬
在 Q4 2025 季度中，Eagle Rock Investment Company, LLC 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 23 個部位以及清倉 4 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。
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。