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
536 檔
38.9%
在 Q2 2024 的 13F 官方備案中，Rakuten Investment Management, Inc. 管理的美股投資組合規模來到 US$346.4億，整體持股檔數為 536 檔。
Q2 2024 數據顯示 Rakuten Investment Management, Inc. 積極進場，新開立 1 個部位並同步加碼 49 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VTI, VT, NVDA）累計市值佔比達 38.9%，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。
本季最大新建倉標的
SOXX
市值: US$472.5萬
僅顯示前 200 大持股（共 536 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 | 73.61% | -10.46% | +3.84% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 11.93% | -1.80% | +0.27% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +1.26% | +1467.51% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.00% | — | +59.13% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.78% | -0.03% | +7.64% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.60% | — | +60.59% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | +0.30% | +59.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | +0.59% | +59.26% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 0.33% | +0.54% | +61.34% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.30% | +0.47% | +58.57% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.25% | -0.08% | +0.47% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.24% | +0.01% | +8.29% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.20% | +0.25% | +58.73% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 0.19% | +0.33% | +61.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | — | +57.60% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.17% | -0.01% | +8.48% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.16% | -0.01% | -10.85% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | +0.19% | +57.29% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.15% | +0.10% | +61.65% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.05% | +78.50% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.14% | -0.02% | +15.81% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.13% | — | +54.60% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.13% | -0.06% | -1.74% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.13% | +0.11% | +57.65% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.12% | +0.12% | +57.80% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.11% | +0.05% | +60.77% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.11% | +0.06% | +58.58% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.10% | +0.08% | +57.56% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.10% | +0.10% | +25.85% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.10% | +0.11% | +58.37% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.10% | +0.02% | +60.46% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.09% | — | +54.13% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.09% | +0.06% | +57.67% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.09% | +0.06% | +58.26% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.09% | +0.04% | +61.71% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.08% | -0.03% | -2.18% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.08% | — | +56.68% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.08% | +0.03% | +56.13% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.07% | +0.19% | +61.08% | |
| 40 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.07% | -0.01% | -3.60% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.07% | — | +61.68% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.07% | +0.06% | +57.83% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.07% | +0.01% | +58.80% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.07% | +0.39% | +55.15% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.07% | — | +62.04% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.06% | +0.05% | +58.32% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.06% | +0.22% | +51.98% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.06% | +0.03% | +62.81% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.06% | +0.04% | +56.37% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.06% | +0.02% | +59.68% |
| # | 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% | +1467.51% | 加碼 |
| 2 | AAPL | Apple Inc | +0.4% | +59.13% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.2% | +60.59% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +59.26% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.1% | +61.34% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +59.65% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +58.57% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.1% | +58.73% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.1% | +61.06% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +61.65% | 加碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +57.60% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +78.50% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +57.29% | 加碼 |
| 14 | NFLX | Netflix Inc | 0% | +60.77% | 加碼 |
| 15 | UNH | Unitedhealth Group Inc | 0% | +57.65% | 加碼 |
| 16 | ADBE | Adobe Inc | 0% | +60.46% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | 0% | +58.58% | 加碼 |
| 18 | AMAT | Applied Materials Inc | 0% | +54.13% | 加碼 |
| 19 | V | Visa Inc-class A Shares | 0% | +57.80% | 加碼 |
| 20 | PEP | Pepsico Inc | 0% | +61.71% | 加碼 |
| 21 | BAC | Bank Of America CORP | 0% | +56.68% | 加碼 |
| 22 | AMGN | Amgen Inc | 0% | +62.04% | 加碼 |
| 23 | CVX | Chevron CORP | 0% | +56.13% | 加碼 |
| 24 | AMD | Advanced Micro Devices | 0% | +54.60% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | 0% | +58.26% | 加碼 |
| 26 | QCOM | Qualcomm Inc | 0% | +25.85% | 加碼 |
| 27 | MA | Mastercard Inc - A | 0% | +57.56% | 加碼 |
| 28 | JNJ | Johnson & Johnson | 0% | +58.37% | 加碼 |
| 29 | KO | Coca-cola Co/the | 0% | +57.83% | 加碼 |
| 30 | ISRG | Intuitive Surgical Inc | 0% | +62.81% | 加碼 |
| 31 | ORCL | Oracle CORP | 0% | +58.32% | 加碼 |
| 32 | KLAC | Kla CORP | 0% | +51.98% | 加碼 |
| 33 | INTU | Intuit Inc | 0% | +61.68% | 加碼 |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 0% | +227.20% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | 0% | +61.08% | 加碼 |
| 36 | BKNG | Booking Holdings Inc | 0% | +58.37% | 加碼 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 0% | +61.88% | 加碼 |
| 38 | TMUS | T-mobile US Inc | 0% | +63.13% | 加碼 |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +56.37% | 加碼 |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +8.29% | 加碼 |
| 41 | HD | Home Depot Inc | 0% | +57.67% | 加碼 |
| 42 | HON | Honeywell International Inc | 0% | +60.19% | 加碼 |
| 43 | NEE | Nextera Energy Inc | 0% | +58.51% | 加碼 |
| 44 | PM | Philip Morris International | 0% | +58.42% | 加碼 |
| 45 | REGN | Regeneron Pharmaceuticals | 0% | +62.54% | 加碼 |
| 46 | VWO | Vanguard Ftse Emerging Marke | — | +8.48% | 加碼 |
| 47 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.64% | 加碼 |
| 48 | VT | Vanguard Tot World Stk ETF | -1.1% | +0.27% | 加碼 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -2.8% | +3.84% | 加碼 |
| 50 | SOXX | Ishares Semiconductor ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Rakuten Investment Management, Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$346.4億，共申報了 536 個公開持股部位。
在 Q2 2024 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分別為：VTI (73.6%)、VT (11.9%)、NVDA (1.1%)。其中最大持股部位 VTI 佔據整體投資組合約 73.6% 的權重。
在 Q2 2024 季度中，Rakuten Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 49 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SOXX。
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。
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。
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。