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: 0001977560
申報總市值
US$17.7億
US$17.7億
561 檔
23.0%
在 Q2 2025 的 13F 官方備案中，Frank, Rimerman Advisors LLC 管理的美股投資組合規模來到 US$17.7億，整體持股檔數為 561 檔。
Q2 2025 數據顯示 Frank, Rimerman Advisors LLC 積極進場，新開立 52 個部位並同步加碼 89 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Frank, Rimerman Advisors LLC 的前 5 大核心持股（包含 QQQM, NVDA, QQQ 等）合計佔整體申報市值的 23.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 561 檔）
| # | 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 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 6.62% | +0.22% | +2.74% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.73% | -0.13% | +15.74% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.65% | +0.54% | -1.21% | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 5.32% | -1.38% | +0.83% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.76% | -5.27% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.80% | -0.05% | -5.51% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.20% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.08% | -0.05% | -1.22% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | +0.37% | +13.32% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.08% | -0.05% | -0.42% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.96% | -0.25% | +1.83% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.86% | +0.22% | -13.13% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.69% | +0.14% | -1.24% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | +0.12% | -8.34% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.05% | +3.95% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 0.83% | -0.01% | +17.09% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.83% | +0.32% | +2.12% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.02% | +2.73% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.70% | -0.04% | -2.10% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | -0.03% | +0.78% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | +10.61% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | -0.12% | +1.38% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | -0.13% | +1.31% | |
| 24 | S | Sentinelone Inc -class A | 股票-科技 | 0.51% | — | +15.73% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.14% | +28.79% | |
| 26 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.50% | -0.02% | +0.01% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.03% | +16.51% | |
| 28 | PRCT | Procept Biorobotics CORP | 股票-其他 | 0.47% | -0.04% | — | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 0.47% | -0.01% | +22.92% | |
| 30 | TDG | Transdigm Group Inc | 股票-工業 | 0.46% | +0.12% | +4.11% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.18% | +26.52% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.01% | +19.62% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.44% | -0.04% | — | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | +0.13% | -8.98% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.42% | -0.04% | -0.86% | |
| 36 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.42% | -0.05% | -1.75% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.41% | +0.09% | +8.02% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.41% | +0.04% | -14.75% | |
| 39 | VFH | Vanguard Financials ETF | ETF-其他 | 0.40% | -0.07% | +3.31% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.40% | -0.07% | +0.15% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | — | +15.54% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.38% | -0.01% | — | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.38% | -0.16% | +45.49% | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.36% | -0.15% | +31.10% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.36% | +0.04% | -0.53% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.33% | -0.08% | +19.34% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.59% | EXIT | |
| 48 | AXP | American Express Co | 股票-金融 | 0.32% | -0.01% | +19.22% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | +0.09% | +124.41% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.31% | -0.17% | +11.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +15.74% | 加碼 |
| 2 | NFLX | Netflix Inc | +1% | +0.83% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.3% | -8.34% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.2% | -5.27% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.32% | 加碼 |
| 6 | LYB | LyondellBasell Industries N.V. | +0.2% | +1060.21% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +1.83% | 加碼 |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +2.74% | 加碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +31.10% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +109.94% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.2% | +17.09% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.12% | 加碼 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +124.41% | 加碼 |
| 14 | NRG | Nrg Energy Inc | +0.1% | -1.75% | 減碼 |
| 15 | ETN | Eaton Corporation plc | +0.1% | +173.26% | 加碼 |
| 16 | INFY | Infosys Ltd-sp Adr | +0.1% | NEW | 新建倉 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +8.02% | 加碼 |
| 18 | QCOM | Qualcomm Inc | +0.1% | +108.81% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | +28.79% | 加碼 |
| 20 | WIT | Wipro Ltd-adr | +0.1% | +3247.21% | 加碼 |
| 21 | PM | Philip Morris International | +0.1% | +22.92% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +26.52% | 加碼 |
| 23 | HD | Home Depot Inc | +0.1% | +45.49% | 加碼 |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +63.30% | 加碼 |
| 25 | MSM | Msc Industrial Direct Co-a | +0.1% | NEW | 新建倉 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +19.62% | 加碼 |
| 27 | INTU | Intuit Inc | +0.1% | +22.55% | 加碼 |
| 28 | RY | Royal Bank Of Canada | +0.1% | NEW | 新建倉 |
| 29 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | 新建倉 |
| 30 | AXP | American Express Co | +0.1% | +19.22% | 加碼 |
| 31 | KO | Coca-cola Co/the | +0.1% | +64.91% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +84.83% | 加碼 |
| 33 | SAP | Sap Se-sponsored Adr | +0.1% | +75.29% | 加碼 |
| 34 | DDS | Dillards Inc-cl A | +0.1% | NEW | 新建倉 |
| 35 | BX | Blackstone Inc | +0.1% | +44.40% | 加碼 |
| 36 | SNPS | Synopsys Inc | +0.1% | +60.57% | 加碼 |
| 37 | UBER | Uber Technologies Inc | +0.1% | +35.87% | 加碼 |
| 38 | SHEL | Shell Plc-adr | +0.1% | +280.22% | 加碼 |
| 39 | LAZ | Lazard Inc | +0.1% | NEW | 新建倉 |
| 40 | SHOP | Shopify Inc - Class A | +0.1% | +252.44% | 加碼 |
| 41 | CHRD | Chord Energy CORP | +0.1% | NEW | 新建倉 |
| 42 | SU | Suncor Energy Inc | +0.1% | NEW | 新建倉 |
| 43 | BCE | Bce Inc | +0.1% | NEW | 新建倉 |
| 44 | KEY | Keycorp | +0.1% | NEW | 新建倉 |
| 45 | RCI | Rogers Communications Inc-b | +0.1% | NEW | 新建倉 |
| 46 | HST | Host Hotels & Resorts Inc | +0.1% | NEW | 新建倉 |
| 47 | AMCR | Amcor plc | +0.1% | NEW | 新建倉 |
| 48 | BIIB | Biogen Inc | +0.1% | NEW | 新建倉 |
| 49 | KB | Kb Financial Group Inc-adr | +0.1% | NEW | 新建倉 |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +3.95% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Frank, Rimerman Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$17.7億，共申報了 561 個公開持股部位。
在 Q2 2025 季度，Frank, Rimerman Advisors LLC 按市值排列的前三大核心持股分別為：QQQM (6.6%)、NVDA (5.7%)、QQQ (5.7%)。其中最大持股部位 QQQM 佔據整體投資組合約 6.6% 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
INFY
市值: US$156.9萬
本季最大獲利了結 / 清倉標的
JHG
前期市值: US$110.0萬
在 Q2 2025 季度中，Frank, Rimerman Advisors LLC 共進行了 192 項持倉異動，包含新建倉 52 個部位、加碼 89 個部位、減碼 36 個部位以及清倉 15 個部位。 其中最大新建倉標的為 INFY。 本季清倉部位包含 JHG。
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。