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: 0000769963
申報總市值
US$17.2億
US$17.2億
434 檔
12.0%
Q1 2025 季度申報顯示，Howe & Rusling Inc 揭露的美股組合總市值為 US$17.2億，涵蓋 434 個不同之權益投資部位。
在 Q1 2025，Howe & Rusling Inc 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 25 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 JPM, VTI, VCIT）占據了總市值的 12.0%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 434 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.80% | +0.03% | -7.97% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.73% | +0.43% | +11.04% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.68% | -0.21% | +9.53% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 3.19% | -0.21% | +4.16% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.03% | +0.32% | +7.51% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.89% | +0.05% | -0.89% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.83% | +0.28% | +5.08% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.13% | +4.82% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.51% | +0.28% | -11.00% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.40% | -0.75% | -0.32% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | +0.04% | +3.07% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.08% | +0.27% | +12.79% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.92% | -0.18% | -2.59% | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 1.63% | -1.81% | EXIT | |
| 15 | PM | Philip Morris International | 股票-非循環性消費 | 1.62% | -0.38% | -10.10% | |
| 16 | ICE | Intercontinental Exchange In | 股票-金融 | 1.60% | -0.43% | +0.61% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | +0.04% | +2.42% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.47% | +0.19% | -0.29% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.35% | -0.09% | +5.89% | |
| 20 | DTE | Dte Energy Company | 股票-公用事業 | 1.28% | -0.05% | -0.07% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.25% | -0.21% | +0.30% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.18% | -0.04% | +9.17% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.15% | +0.02% | -1.39% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.15% | -0.21% | +18.41% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.10% | -0.16% | +110.41% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.08% | -0.80% | +93.11% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.99% | +0.01% | +0.33% | |
| 28 | SYK | Stryker CORP | 股票-醫療保健 | 0.96% | +0.08% | -0.30% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.22% | +6.14% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | +0.01% | +2.03% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.93% | +0.08% | +0.19% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.93% | -0.02% | +7.36% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.92% | +0.12% | -5.03% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.91% | +0.14% | -0.52% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | +0.03% | +30.34% | |
| 36 | RRC | Range Resources CORP | 股票-能源 | 0.88% | -0.21% | +1.12% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.85% | -0.02% | +1.69% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.83% | -0.25% | +36.46% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.80% | — | +4.09% | |
| 40 | CMS | Cms Energy CORP | 股票-公用事業 | 0.79% | -0.07% | -1.15% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.75% | — | -22.59% | |
| 42 | CME | Cme Group Inc | 股票-金融 | 0.75% | -0.22% | -1.81% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.11% | -0.41% | |
| 44 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.73% | +0.01% | +0.71% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.70% | +0.12% | +0.21% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.69% | -0.05% | -2.45% | |
| 47 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.69% | -0.29% | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.18% | +0.32% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | -0.07% | -17.79% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | +0.16% | +11.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores Inc | +0.7% | NEW | 新建倉 |
| 2 | MDLZ | Mondelez International Inc-a | +0.6% | +110.41% | 加碼 |
| 3 | MSTR | Strategy Inc | +0.5% | NEW | 新建倉 |
| 4 | INTU | Intuit Inc | +0.5% | +93.11% | 加碼 |
| 5 | VCIT | Vanguard Int-term Corporate | +0.3% | +9.53% | 加碼 |
| 6 | CELH | Celsius Holdings Inc | +0.3% | NEW | 新建倉 |
| 7 | DHR | Danaher CORP | +0.2% | +103.71% | 加碼 |
| 8 | PM | Philip Morris International | +0.2% | -10.10% | 減碼 |
| 9 | KO | Coca-cola Co/the | +0.2% | +9.17% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +36.46% | 加碼 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | 新建倉 |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | 新建倉 |
| 13 | ICE | Intercontinental Exchange In | +0.2% | +0.61% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.2% | -0.29% | 減碼 |
| 15 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +12.79% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | -0.32% | 減碼 |
| 17 | BAC | Bank Of America CORP | +0.2% | +30.34% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.1% | +18.41% | 加碼 |
| 19 | DTE | Dte Energy Company | +0.1% | -0.07% | 減碼 |
| 20 | ASML | ASML Holding N.V. | +0.1% | +48.15% | 加碼 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.04% | 加碼 |
| 22 | GVI | Ishares Intermediate Governm | +0.1% | +4.16% | 加碼 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +6.14% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +2.03% | 加碼 |
| 25 | RRC | Range Resources CORP | +0.1% | +1.12% | 加碼 |
| 26 | ZS | Zscaler Inc | +0.1% | +17.15% | 加碼 |
| 27 | CVX | Chevron CORP | +0.1% | +0.32% | 加碼 |
| 28 | FISV | Fiserv Inc | +0.1% | +4.09% | 加碼 |
| 29 | COR | Cencora Inc | +0.1% | -1.21% | 減碼 |
| 30 | CME | Cme Group Inc | +0.1% | -1.81% | 減碼 |
| 31 | CMS | Cms Energy CORP | +0.1% | -1.15% | 減碼 |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +5.89% | 加碼 |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +7.51% | 加碼 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -12.68% | 減碼 |
| 35 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -22.59% | 減碼 |
| 36 | META | Meta Platforms Inc-class A | -0.1% | -2.59% | 減碼 |
| 37 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -17.79% | 減碼 |
| 38 | MU | Micron Technology Inc | -0.2% | -21.08% | 減碼 |
| 39 | IUSG | Ishares Core S&p U.s. Growth | -0.2% | +5.08% | 加碼 |
| 40 | DOX | Amdocs Limited | -0.2% | -31.97% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.3% | +4.82% | 加碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.3% | -5.03% | 減碼 |
| 43 | USB | US Bancorp | -0.3% | -81.47% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.3% | +3.07% | 加碼 |
| 45 | JPM | Jpmorgan Chase & Co | -0.3% | -7.97% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.4% | +2.42% | 加碼 |
| 47 | AAPL | Apple Inc | -0.5% | -0.89% | 減碼 |
| 48 | LW | Lamb Weston Holdings Inc | -0.5% | EXIT | 清倉 |
| 49 | STZ | Constellation Brands Inc-a | -0.8% | -71.02% | 減碼 |
| 50 | AVGO | Broadcom Inc | -1.5% | -11.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Howe & Rusling Inc 在 Q1 2025 季度的美股持倉總市值約為 US$17.2億，共申報了 434 個公開持股部位。
在 Q1 2025 季度，Howe & Rusling Inc 按市值排列的前三大核心持股分別為：JPM (3.8%)、VTI (3.7%)、VCIT (3.7%)。其中最大持股部位 JPM 佔據整體投資組合約 3.8% 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
CASY
市值: US$816.6萬
本季最大獲利了結 / 清倉標的
LW
前期市值: US$601.2萬
在 Q1 2025 季度中，Howe & Rusling Inc 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 25 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CASY。 本季清倉部位包含 LW。
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。