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: 0000071210
申報總市值
US$15.5億
US$15.5億
245 檔
24.4%
在 Q4 2025 的 13F 官方備案中，Neville Rodie & Shaw Inc 管理的美股投資組合規模來到 US$15.5億，整體持股檔數為 245 檔。
從 Q4 2025 申報觀察，Neville Rodie & Shaw Inc 採取防禦導向的調倉策略，本季減碼 33 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, GOOGL, MSFT）累計市值佔比達 24.4%，是驅動 Neville Rodie & Shaw Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 245 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 | AAPL | Apple Inc | 股票-科技 | 8.71% | +0.07% | -1.56% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.63% | +0.50% | -0.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | -0.72% | +0.39% | |
| 4 | PWR | Quanta Services Inc | 股票-工業 | 3.89% | +0.41% | -1.83% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 3.14% | +2.94% | -2.54% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.12% | +0.17% | -0.88% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.99% | -0.06% | -1.45% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.66% | -0.10% | -0.69% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.44% | -0.24% | -1.70% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.43% | -0.26% | +2.15% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.33% | -0.25% | +1.55% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.02% | +0.02% | -0.20% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.88% | -0.38% | -1.32% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | -0.80% | -5.32% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | -0.02% | +1.76% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.65% | -0.23% | +21.43% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | -0.31% | -1.47% | |
| 18 | GE | General Electric | 股票-工業 | 1.63% | +0.28% | -0.86% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.45% | -0.05% | +35.68% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.36% | +0.09% | +0.84% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.30% | +11.93% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 1.25% | -0.12% | -16.46% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | -0.03% | +2.12% | |
| 24 | GAM | General American Investors | 股票-其他 | 1.22% | -0.04% | +999.41% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | +0.18% | +1.11% | |
| 26 | FCNTX | Fidelity Contrafund | 股票-其他 | 1.06% | +0.10% | +2.76% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.98% | -0.19% | -1.81% | |
| 28 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.97% | — | -3.54% | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.81% | +0.18% | +2.16% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.15% | -8.94% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.80% | -0.12% | -3.81% | |
| 32 | J | Jacobs Solutions Inc | 股票-工業 | 0.79% | -0.11% | -1.90% | |
| 33 | NSC | Norfolk Southern CORP | 股票-工業 | 0.76% | -0.03% | -3.15% | |
| 34 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.72% | -0.06% | -6.53% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.71% | +0.12% | -1.06% | |
| 36 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.69% | +0.16% | +3.14% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.65% | -0.04% | -28.58% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.64% | +0.24% | -5.16% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.07% | -2.83% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.24% | -6.94% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | +0.19% | +6.20% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | +0.13% | +2.00% | |
| 43 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.60% | -0.32% | -26.37% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | — | -37.84% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.50% | +0.01% | -0.40% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.49% | -0.04% | -40.60% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | -0.12% | -6.64% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.48% | +0.02% | -0.61% | |
| 49 | HON | Honeywell International Inc | 股票-工業 | 0.47% | -0.56% | EXIT | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.47% | -0.12% | -5.88% |
| # | 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% | -0.49% | 減碼 |
| 2 | GAM | General American Investors | +1.1% | +999.41% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.7% | +35.68% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -0.88% | 減碼 |
| 5 | LRCX | Lam Research CORP | +0.6% | -2.54% | 減碼 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.4% | +1.55% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.3% | +2.15% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.3% | +116.21% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.2% | +21.43% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | -1.56% | 減碼 |
| 11 | AXP | American Express Co | +0.1% | +0.84% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -5.16% | 減碼 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +2.12% | 加碼 |
| 14 | IBB | Ishares Biotechnology ETF | +0.1% | -0.40% | 減碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.20% | 減碼 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +3.14% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.1% | +2.16% | 加碼 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -1.88% | 減碼 |
| 19 | DHR | Danaher CORP | +0.1% | -2.32% | 減碼 |
| 20 | AVGO | Broadcom Inc | 0% | +1.11% | 加碼 |
| 21 | RSPT | Invesco S&p 500 Equal Weight | 0% | +6.20% | 加碼 |
| 22 | MOG-A | Moog Inc-class A | 0% | — | 不變 |
| 23 | GS | Goldman Sachs Group Inc | 0% | -0.61% | 減碼 |
| 24 | RTX | Rtx CORP | 0% | -3.81% | 減碼 |
| 25 | NEE | Nextera Energy Inc | 0% | -1.81% | 減碼 |
| 26 | V | Visa Inc-class A Shares | 0% | -0.69% | 減碼 |
| 27 | AMP | Ameriprise Financial Inc | -0.1% | -57.59% | 減碼 |
| 28 | COIN | Coinbase Global Inc -class A | -0.1% | -2.62% | 減碼 |
| 29 | SHEL | Shell Plc-adr | -0.1% | -12.97% | 減碼 |
| 30 | HON | Honeywell International Inc | -0.1% | -0.29% | 減碼 |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | -15.59% | 減碼 |
| 32 | LIN | Linde plc | -0.1% | -0.26% | 減碼 |
| 33 | ADP | Automatic Data Processing | -0.1% | -0.55% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -2.83% | 減碼 |
| 35 | CVX | Chevron CORP | -0.1% | -6.94% | 減碼 |
| 36 | NSC | Norfolk Southern CORP | -0.1% | -3.15% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -28.58% | 減碼 |
| 38 | J | Jacobs Solutions Inc | -0.1% | -1.90% | 減碼 |
| 39 | COST | Costco Wholesale CORP | -0.2% | -1.32% | 減碼 |
| 40 | CRM | Salesforce Inc | -0.3% | -40.60% | 減碼 |
| 41 | HD | Home Depot Inc | -0.3% | -8.94% | 減碼 |
| 42 | NFLX | Netflix Inc | -0.3% | +16.74% | 加碼 |
| 43 | ZTS | Zoetis Inc | -0.4% | -26.37% | 減碼 |
| 44 | BX | Blackstone Inc | -0.5% | -16.46% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.5% | +0.39% | 加碼 |
| 46 | ETN | Eaton Corporation plc | -0.5% | -37.84% | 減碼 |
| 47 | TMUS | T-mobile US Inc | -0.5% | -76.57% | 減碼 |
| 48 | ORCL | Oracle CORP | -1.2% | -1.70% | 減碼 |
| 49 | DELL | Dell Technologies -c | — | NEW | 新建倉 |
| 50 | NOW | Servicenow Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Neville Rodie & Shaw Inc 在 Q4 2025 季度的美股持倉總市值約為 US$15.5億，共申報了 245 個公開持股部位。
在 Q4 2025 季度，Neville Rodie & Shaw Inc 按市值排列的前三大核心持股分別為：AAPL (8.7%)、GOOGL (5.6%)、MSFT (5.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.7% 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
DELL
市值: US$146.6萬
本季最大獲利了結 / 清倉標的
NOW
前期市值: US$90.6萬
在 Q4 2025 季度中，Neville Rodie & Shaw Inc 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 14 個部位、減碼 33 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DELL。 本季清倉部位包含 NOW。
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。