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: 0002062680
申報總市值
US$346.4億
US$346.4億
694 檔
47.3%
根據最新整理的 13F 季度數據集，Rakuten Investment Management, Inc. 於 Q1 2025 結束時的管理資產規模為 US$346.4億。該機構在本季度申報了 694 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2025 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 196 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, SCHD）占據了總市值的 47.3%，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 694 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 | 56.90% | -10.46% | +5.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 8.30% | -1.80% | -3.75% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.17% | -0.23% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.83% | -0.06% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.84% | -0.27% | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.59% | — | +62.29% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | +0.58% | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +1.26% | +57.77% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.90% | — | +63.99% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | -0.03% | +18.85% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | +0.30% | +50.40% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.54% | +38.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | -0.08% | +83.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.59% | +61.56% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.38% | +0.33% | +54.92% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.37% | +0.47% | +59.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +62.60% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.19% | +58.38% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.27% | +0.25% | +60.97% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.25% | +0.01% | +20.74% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | +0.12% | +69.75% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.24% | +0.10% | +61.31% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.23% | +0.05% | +60.40% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.05% | +58.01% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.20% | +0.11% | +60.93% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.18% | +0.08% | +59.22% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | +0.06% | +60.75% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.16% | +0.11% | +61.34% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 0.16% | +0.12% | — | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.15% | +0.10% | — | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | -0.02% | +33.06% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.15% | +0.06% | +61.59% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.15% | -0.01% | +11.45% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.14% | +0.19% | +59.21% | |
| 35 | LIN | Linde plc | 股票-原物料 | 0.13% | — | — | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.12% | +0.04% | +60.87% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.12% | -0.06% | +1.13% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.12% | +0.03% | +58.03% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.12% | +0.06% | +60.92% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.12% | — | +57.69% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.11% | +0.10% | +49.74% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | — | +36.57% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.11% | +0.01% | +59.13% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.11% | +0.14% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.11% | +0.05% | — | |
| 46 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.11% | +0.02% | +57.62% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.10% | +0.03% | +61.86% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.10% | +0.05% | +61.32% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.10% | +0.02% | +58.16% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.10% | — | +61.26% |
| # | 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% | +62.29% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.2% | +63.99% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.2% | +57.77% | 加碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +83.62% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +62.60% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +50.40% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.1% | +69.75% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.1% | +60.40% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +58.38% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +61.56% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.1% | +54.92% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +59.74% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +61.31% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +58.01% | 加碼 |
| 15 | LLY | Eli Lilly & Co | 0% | +60.97% | 加碼 |
| 16 | MA | Mastercard Inc - A | 0% | +59.22% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | 0% | +59.21% | 加碼 |
| 18 | TMUS | T-mobile US Inc | 0% | +57.62% | 加碼 |
| 19 | PM | Philip Morris International | 0% | +61.32% | 加碼 |
| 20 | CVX | Chevron CORP | 0% | +58.03% | 加碼 |
| 21 | AVGO | Broadcom Inc | 0% | +38.01% | 加碼 |
| 22 | JNJ | Johnson & Johnson | 0% | +61.34% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | +60.75% | 加碼 |
| 24 | BAC | Bank Of America CORP | 0% | +57.69% | 加碼 |
| 25 | ABT | Abbott Laboratories | 0% | +60.81% | 加碼 |
| 26 | KO | Coca-cola Co/the | 0% | +60.92% | 加碼 |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +149.40% | 加碼 |
| 28 | DASH | Doordash Inc - A | 0% | +219.04% | 加碼 |
| 29 | UNH | Unitedhealth Group Inc | 0% | +60.93% | 加碼 |
| 30 | HD | Home Depot Inc | 0% | +61.59% | 加碼 |
| 31 | IBM | Intl Business Machines CORP | 0% | +62.06% | 加碼 |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +61.86% | 加碼 |
| 33 | CRM | Salesforce Inc | 0% | +59.13% | 加碼 |
| 34 | GE | General Electric | 0% | +59.58% | 加碼 |
| 35 | BKNG | Booking Holdings Inc | 0% | +58.20% | 加碼 |
| 36 | MCD | Mcdonald's CORP | 0% | +60.90% | 加碼 |
| 37 | INTU | Intuit Inc | 0% | +61.26% | 加碼 |
| 38 | AMGN | Amgen Inc | 0% | +61.38% | 加碼 |
| 39 | RTX | Rtx CORP | 0% | +61.24% | 加碼 |
| 40 | ADP | Automatic Data Processing | 0% | +60.65% | 加碼 |
| 41 | HON | Honeywell International Inc | 0% | +60.73% | 加碼 |
| 42 | BA | Boeing Co/the | 0% | +106.50% | 加碼 |
| 43 | PGR | Progressive CORP | 0% | +61.35% | 加碼 |
| 44 | VZ | Verizon Communications Inc | 0% | +61.32% | 加碼 |
| 45 | GS | Goldman Sachs Group Inc | 0% | +58.60% | 加碼 |
| 46 | BSX | Boston Scientific CORP | 0% | +61.53% | 加碼 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | +69.00% | 加碼 |
| 48 | MS | Morgan Stanley | 0% | +60.20% | 加碼 |
| 49 | C | Citigroup Inc | 0% | +59.08% | 加碼 |
| 50 | FISV | Fiserv Inc | 0% | +58.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rakuten Investment Management, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$346.4億，共申報了 694 個公開持股部位。
在 Q1 2025 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分別為：VTI (56.9%)、VT (8.3%)、SCHD (4.2%)。其中最大持股部位 VTI 佔據整體投資組合約 56.9% 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
SCHD
市值: US$9.1億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$761.8萬
在 Q1 2025 季度中，Rakuten Investment Management, Inc. 共進行了 200 項持倉異動，包含新建倉 72 個部位、加碼 124 個部位、減碼 3 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SCHD。 本季清倉部位包含 BLKCHF。
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。