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
42.3%
Q3 2024 季度申報顯示，Rakuten Investment Management, Inc. 揭露的美股組合總市值為 US$346.4億，涵蓋 533 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Rakuten Investment Management, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 198 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 VTI, VT, AAPL）占據了總市值的 42.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
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 | 70.99% | -10.46% | +3.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 11.37% | -1.80% | +1.00% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 1.31% | — | +37.64% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +1.26% | +32.14% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.79% | -0.03% | +5.94% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.68% | — | +35.57% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | +0.30% | +33.83% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | +0.54% | +1231.97% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.37% | +0.59% | +33.40% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.32% | -0.08% | +37.33% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | +0.47% | +32.09% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 0.31% | +0.33% | +34.29% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.29% | +0.01% | +21.79% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +34.61% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.23% | +0.25% | +31.90% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | +0.19% | +32.24% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.18% | +0.10% | +34.54% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.18% | -0.01% | +7.91% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.18% | +0.11% | +33.30% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | +0.05% | +32.21% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.17% | — | +36.75% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.16% | -0.02% | +7.12% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.16% | -0.01% | -1.65% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.15% | -0.06% | +27.88% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.15% | +0.12% | +38.38% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.14% | +0.05% | +34.04% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.14% | +0.06% | +32.98% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.14% | +0.08% | +33.37% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.13% | +0.06% | +33.15% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.13% | +0.11% | +33.04% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.11% | +0.04% | +34.34% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.11% | +0.10% | +36.59% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.11% | +0.02% | +33.14% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.10% | — | +34.97% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.10% | +0.19% | +34.11% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.10% | +0.06% | +33.15% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.09% | +0.06% | +33.08% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.09% | +0.05% | +33.48% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.09% | — | +31.99% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.09% | +0.01% | +32.92% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.08% | +0.03% | +32.29% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.08% | — | +34.80% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.08% | — | +34.45% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.08% | +0.03% | +34.69% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.08% | -0.03% | +7.57% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.08% | +0.04% | +33.10% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.07% | +0.02% | +32.61% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.07% | +0.02% | +32.64% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.07% | -0.01% | +3.93% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.07% | +0.39% | +46.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +37.64% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.2% | +32.14% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | +33.83% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.1% | +34.29% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.1% | +1231.97% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.1% | +35.57% | 加碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +37.33% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +34.61% | 加碼 |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +21.79% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +33.30% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | 0% | +32.24% | 加碼 |
| 12 | AMD | Advanced Micro Devices | 0% | +36.75% | 加碼 |
| 13 | HD | Home Depot Inc | 0% | +33.15% | 加碼 |
| 14 | MA | Mastercard Inc - A | 0% | +33.37% | 加碼 |
| 15 | COST | Costco Wholesale CORP | 0% | +34.54% | 加碼 |
| 16 | LLY | Eli Lilly & Co | 0% | +31.90% | 加碼 |
| 17 | V | Visa Inc-class A Shares | 0% | +38.38% | 加碼 |
| 18 | XOM | Exxon Mobil CORP | 0% | +32.21% | 加碼 |
| 19 | JNJ | Johnson & Johnson | 0% | +33.04% | 加碼 |
| 20 | NFLX | Netflix Inc | 0% | +34.04% | 加碼 |
| 21 | PG | Procter & Gamble Co/the | 0% | +32.98% | 加碼 |
| 22 | ORCL | Oracle CORP | 0% | +33.48% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | 0% | +34.11% | 加碼 |
| 24 | IBM | Intl Business Machines CORP | 0% | +33.42% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +33.40% | 加碼 |
| 26 | VCIT | Vanguard Int-term Corporate | 0% | +27.88% | 加碼 |
| 27 | KO | Coca-cola Co/the | 0% | +33.08% | 加碼 |
| 28 | USRT | Ishares Core US Reit ETF | 0% | +7.12% | 加碼 |
| 29 | PEP | Pepsico Inc | 0% | +34.34% | 加碼 |
| 30 | CRM | Salesforce Inc | 0% | +32.92% | 加碼 |
| 31 | MCD | Mcdonald's CORP | 0% | +32.64% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | +33.10% | 加碼 |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +34.69% | 加碼 |
| 34 | GE | General Electric | 0% | +32.29% | 加碼 |
| 35 | TMUS | T-mobile US Inc | 0% | +32.73% | 加碼 |
| 36 | PM | Philip Morris International | 0% | +32.84% | 加碼 |
| 37 | NOW | Servicenow Inc | 0% | +33.51% | 加碼 |
| 38 | SBUX | Starbucks CORP | 0% | +34.24% | 加碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +33.12% | 加碼 |
| 40 | BKNG | Booking Holdings Inc | 0% | +33.17% | 加碼 |
| 41 | PGR | Progressive CORP | 0% | +33.07% | 加碼 |
| 42 | PYPL | Paypal Holdings Inc | 0% | +32.05% | 加碼 |
| 43 | MDLZ | Mondelez International Inc-a | 0% | +34.05% | 加碼 |
| 44 | CEG | Constellation Energy | 0% | +33.78% | 加碼 |
| 45 | BX | Blackstone Inc | 0% | +33.77% | 加碼 |
| 46 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.94% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | 0% | +32.09% | 加碼 |
| 48 | VWO | Vanguard Ftse Emerging Marke | 0% | +7.91% | 加碼 |
| 49 | CMCSA | Comcast Corp-class A | 0% | +32.61% | 加碼 |
| 50 | AMGN | Amgen Inc | 0% | +34.80% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rakuten Investment Management, Inc. 在 Q3 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 Q3 2024 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分別為：VTI (71.0%)、VT (11.4%)、AAPL (1.3%)。其中最大持股部位 VTI 佔據整體投資組合約 71.0% 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。
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本季最大獲利了結 / 清倉標的
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在 Q3 2024 季度中，Rakuten Investment Management, Inc. 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 196 個部位、減碼 2 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IAU。
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。