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
637 檔
59.2%
在 Q3 2025 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 637 檔。
Rakuten Investment Management, Inc. 於 Q3 2025 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 116 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。
在資產配置集中度方面，Rakuten Investment Management, Inc. 的前 5 大核心持股（包含 VTI, VT, SCHD 等）合計佔整體申報市值的 59.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 637 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 | 55.55% | -10.46% | +4.43% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.62% | -1.80% | -1.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.03% | -0.23% | +25.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.94% | -0.06% | +12.46% | |
| 5 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.20% | +0.02% | +45996.19% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.89% | -0.27% | +9.89% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 1.84% | +0.05% | +11773.69% | |
| 8 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.84% | +0.03% | +895.86% | |
| 9 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.84% | — | +3909.05% | |
| 10 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.79% | — | +5677.22% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | -0.03% | +12.72% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | +0.47% | +52.33% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.64% | — | +1835.75% | |
| 14 | MO | Altria Group Inc | 股票-非循環性消費 | 0.58% | +0.03% | +324.43% | |
| 15 | KKR | Kkr & Co Inc | 股票-金融 | 0.37% | +0.01% | +440.70% | |
| 16 | BIIB | Biogen Inc | 股票-醫療保健 | 0.35% | +0.01% | +961.43% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.27% | +0.01% | +11.51% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.25% | -0.08% | -40.26% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 0.24% | +0.01% | +83.55% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 0.24% | +0.01% | +80.37% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 0.24% | +0.05% | +160.59% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.21% | — | — | |
| 23 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.21% | — | +10163.11% | |
| 24 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.20% | — | +5042.57% | |
| 25 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.20% | +0.01% | +56.91% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 0.19% | +0.01% | +1792.40% | |
| 27 | KIM | Kimco Realty CORP | 股票-房地產 | 0.18% | +0.01% | +358.68% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.18% | — | +29.19% | |
| 29 | HUBB | Hubbell Inc | 股票-工業 | 0.17% | — | +2294.21% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.17% | +0.10% | +29.19% | |
| 31 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.16% | — | +7560.50% | |
| 32 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | -0.02% | +28.26% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.15% | — | +3003.89% | |
| 34 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.15% | — | +10766.92% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.15% | -0.01% | +7.77% | |
| 36 | VMC | Vulcan Materials Co | 股票-原物料 | 0.13% | +0.01% | +786.06% | |
| 37 | GIS | General Mills Inc | 股票-非循環性消費 | 0.13% | — | +148.88% | |
| 38 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.13% | — | +1118.54% | |
| 39 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.13% | — | +917.58% | |
| 40 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.13% | +0.04% | +2391.15% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.12% | -0.06% | +26.08% | |
| 42 | LKQ | Lkq CORP | 股票-循環性消費 | 0.11% | — | +929.60% | |
| 43 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.11% | — | +1927.25% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.11% | +0.11% | -79.34% | |
| 45 | PFG | Principal Financial Group | 股票-金融 | 0.11% | — | +1032.08% | |
| 46 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.11% | +0.01% | +600.58% | |
| 47 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.11% | +0.01% | +8562.13% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.11% | +0.01% | +38.38% | |
| 49 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.11% | +0.03% | +1804.06% | |
| 50 | PLD | Prologis Inc | 股票-房地產 | 0.11% | +0.02% | +116.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | +2.1% | +45996.19% | 加碼 |
| 2 | APP | Applovin Corp-class A | +1.8% | +11773.69% | 加碼 |
| 3 | MNST | Monster Beverage CORP | +1.8% | +895.86% | 加碼 |
| 4 | BF-B | Brown-forman Corp-class B | +0.8% | +3909.05% | 加碼 |
| 5 | MOH | Molina Healthcare Inc | +0.8% | +5677.22% | 加碼 |
| 6 | TRV | Travelers Cos Inc/the | +0.6% | +1835.75% | 加碼 |
| 7 | MO | Altria Group Inc | +0.5% | +324.43% | 加碼 |
| 8 | BIIB | Biogen Inc | +0.3% | +961.43% | 加碼 |
| 9 | KKR | Kkr & Co Inc | +0.3% | +440.70% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +52.33% | 加碼 |
| 11 | NTRS | Northern Trust CORP | +0.3% | +285.48% | 加碼 |
| 12 | EOG | Eog Resources Inc | +0.2% | +83.55% | 加碼 |
| 13 | WMB | Williams Cos Inc | +0.2% | +80.37% | 加碼 |
| 14 | FRT | Federal Realty Invs Trust | +0.2% | +10163.11% | 加碼 |
| 15 | MTD | Mettler-toledo International | +0.2% | +5042.57% | 加碼 |
| 16 | KIM | Kimco Realty CORP | +0.2% | +358.68% | 加碼 |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | +56.91% | 加碼 |
| 18 | WDAY | Workday Inc-class A | +0.2% | +1792.40% | 加碼 |
| 19 | HUBB | Hubbell Inc | +0.2% | +2294.21% | 加碼 |
| 20 | NET | Cloudflare Inc - Class A | +0.2% | +7560.50% | 加碼 |
| 21 | RL | Ralph Lauren CORP | +0.2% | +10766.92% | 加碼 |
| 22 | PM | Philip Morris International | +0.1% | +160.59% | 加碼 |
| 23 | MTSI | Macom Technology Solutions H | +0.1% | +1118.54% | 加碼 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +3003.89% | 加碼 |
| 25 | VMC | Vulcan Materials Co | +0.1% | +786.06% | 加碼 |
| 26 | GIS | General Mills Inc | +0.1% | +148.88% | 加碼 |
| 27 | CHD | Church & Dwight Co Inc | +0.1% | +917.58% | 加碼 |
| 28 | RIVN | Rivian Automotive Inc-a | +0.1% | +851.91% | 加碼 |
| 29 | LKQ | Lkq CORP | +0.1% | +929.60% | 加碼 |
| 30 | COIN | Coinbase Global Inc -class A | +0.1% | +8562.13% | 加碼 |
| 31 | MPWR | Monolithic Power Systems Inc | +0.1% | +2391.15% | 加碼 |
| 32 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +1927.25% | 加碼 |
| 33 | PFG | Principal Financial Group | +0.1% | +1032.08% | 加碼 |
| 34 | HTHT | H World Group Ltd-adr | +0.1% | +621.74% | 加碼 |
| 35 | IQV | Iqvia Holdings Inc | +0.1% | +600.58% | 加碼 |
| 36 | VXUS | Vanguard Total Intl Stock | +0.1% | +12.46% | 加碼 |
| 37 | SJM | Jm Smucker Co/the | +0.1% | +1062.40% | 加碼 |
| 38 | TFC | Truist Financial CORP | +0.1% | +38.38% | 加碼 |
| 39 | LEN | Lennar Corp-a | +0.1% | +20.37% | 加碼 |
| 40 | WPC | Wp Carey Inc | +0.1% | +3417.88% | 加碼 |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +367.60% | 加碼 |
| 42 | SWKS | Skyworks Solutions Inc | +0.1% | +459.03% | 加碼 |
| 43 | MHK | Mohawk Industries Inc | +0.1% | +8754.50% | 加碼 |
| 44 | SCCO | Southern Copper CORP | +0.1% | +1066.51% | 加碼 |
| 45 | NWSA | News CORP - Class A | +0.1% | +312.55% | 加碼 |
| 46 | AFG | American Financial Group Inc | +0.1% | +3189.02% | 加碼 |
| 47 | HUBS | Hubspot Inc | +0.1% | +7570.29% | 加碼 |
| 48 | AMD | Advanced Micro Devices | +0.1% | +29.19% | 加碼 |
| 49 | COR | Cencora Inc | +0.1% | +250.63% | 加碼 |
| 50 | PLD | Prologis Inc | +0.1% | +116.93% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rakuten Investment Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$346.4億，共申報了 637 個公開持股部位。
在 Q3 2025 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分別為：VTI (55.5%)、VT (7.6%)、SCHD (4.0%)。其中最大持股部位 VTI 佔據整體投資組合約 55.5% 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
JEPQ
市值: US$5819.7萬
本季最大獲利了結 / 清倉標的
LIN
前期市值: US$2791.2萬
在 Q3 2025 季度中，Rakuten Investment Management, Inc. 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 116 個部位、減碼 77 個部位以及清倉 4 個部位。 其中最大新建倉標的為 JEPQ。 本季清倉部位包含 LIN。
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。