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。
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CIK: 0002062680
申報總市值
US$346.4億
US$346.4億
533 檔
36.0%
在 Q1 2024 申報期間，Rakuten Investment Management, Inc.（CIK: 0002062680）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$346.4億，共持有 533 個公開申報部位。
Rakuten Investment Management, Inc. 於 Q1 2024 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 48 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VTI, VT, VYM）累計市值佔比達 36.0%，是驅動 Rakuten Investment Management, 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 533 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 76.44% | -10.46% | +2.29% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 13.02% | -1.80% | +0.21% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | -0.03% | +2.68% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 0.56% | — | +1117.85% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | +1.26% | +1243.07% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.38% | — | +1163.19% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.27% | -0.08% | +12.67% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | +0.30% | +1217.14% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.23% | +0.01% | +13.22% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.20% | -0.01% | -0.72% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.20% | +0.59% | +1133.96% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.19% | +0.54% | +1692.29% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.17% | +0.47% | +1146.04% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.17% | -0.01% | +1.18% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.15% | -0.06% | -28.31% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.14% | -0.02% | +20.53% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | +978.19% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.12% | +0.25% | +969.30% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.12% | +0.33% | +1249.54% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | +0.19% | +985.75% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | — | +1986.86% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.09% | +0.05% | +980.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.09% | -0.03% | -22.60% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.09% | +0.11% | +987.06% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.09% | +0.12% | +976.96% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.09% | +0.10% | +1378.26% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.09% | -0.01% | -20.71% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.08% | +0.08% | +983.71% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.08% | +0.10% | +2197.42% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.08% | +0.06% | +986.26% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.08% | +0.06% | +982.21% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.08% | +0.11% | +987.40% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.07% | +0.39% | +2018.05% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.07% | +0.05% | +1357.64% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.07% | — | +3.34% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.07% | +0.06% | +986.94% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.06% | +0.04% | +1376.68% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.06% | +0.02% | +1365.99% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.06% | — | +1844.08% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.06% | +0.01% | +983.46% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.05% | +0.03% | +974.67% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.05% | +0.19% | +1378.60% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.05% | — | +989.03% | |
| 44 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.05% | -0.01% | -4.06% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.05% | — | +1373.59% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.05% | +0.06% | +989.20% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.05% | +0.02% | +1354.57% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.04% | +0.04% | +989.95% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.04% | +0.03% | +992.55% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.04% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +1243.07% | 加碼 |
| 2 | AAPL | Apple Inc | +0.5% | +1117.85% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +1163.19% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +1217.14% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1133.96% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.2% | +1692.29% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1146.04% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +978.19% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +969.30% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.1% | +1249.54% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +1986.86% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +985.75% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +980.19% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +1378.26% | 加碼 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +987.06% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +976.96% | 加碼 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +2197.42% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | +983.71% | 加碼 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +986.26% | 加碼 |
| 20 | HD | Home Depot Inc | +0.1% | +982.21% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +987.40% | 加碼 |
| 22 | INTC | Intel CORP | +0.1% | +2018.05% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +1357.64% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +986.94% | 加碼 |
| 25 | AMAT | Applied Materials Inc | +0.1% | +1844.08% | 加碼 |
| 26 | PEP | Pepsico Inc | +0.1% | +1376.68% | 加碼 |
| 27 | ADBE | Adobe Inc | +0.1% | +1365.99% | 加碼 |
| 28 | CRM | Salesforce Inc | +0.1% | +983.46% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +1378.60% | 加碼 |
| 30 | INTU | Intuit Inc | +0.1% | +1373.59% | 加碼 |
| 31 | KO | Coca-cola Co/the | +0.1% | +989.20% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +1354.57% | 加碼 |
| 33 | CVX | Chevron CORP | 0% | +974.67% | 加碼 |
| 34 | BAC | Bank Of America CORP | 0% | +989.03% | 加碼 |
| 35 | DIS | Walt Disney Co/the | 0% | +992.55% | 加碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | +989.95% | 加碼 |
| 37 | AMGN | Amgen Inc | 0% | +1374.85% | 加碼 |
| 38 | KLAC | Kla CORP | 0% | +2172.70% | 加碼 |
| 39 | ORCL | Oracle CORP | 0% | +992.46% | 加碼 |
| 40 | MCD | Mcdonald's CORP | 0% | +986.02% | 加碼 |
| 41 | ISRG | Intuitive Surgical Inc | 0% | +1377.13% | 加碼 |
| 42 | ABT | Abbott Laboratories | 0% | +987.67% | 加碼 |
| 43 | GE | General Electric | 0% | +987.15% | 加碼 |
| 44 | HON | Honeywell International Inc | 0% | +1371.77% | 加碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | +12.67% | 加碼 |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.68% | 加碼 |
| 47 | VCIT | Vanguard Int-term Corporate | -0.1% | -28.31% | 減碼 |
| 48 | VT | Vanguard Tot World Stk ETF | -1.5% | +0.21% | 加碼 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -5.5% | +2.29% | 加碼 |
| 50 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Rakuten Investment Management, Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$346.4億，共申報了 533 個公開持股部位。
在 Q1 2024 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分別為：VTI (76.4%)、VT (13.0%)、VYM (0.8%)。其中最大持股部位 VTI 佔據整體投資組合約 76.4% 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。
本季最大獲利了結 / 清倉標的
IEF
前期市值: US$660.7萬
在 Q1 2024 季度中，Rakuten Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 48 個部位、減碼 1 個部位以及清倉 1 個部位。 本季清倉部位包含 IEF。
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。