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$407.2億
US$407.2億
467 檔
60.4%
在 Q2 2026 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$407.2億，共持有 467 個公開申報部位。
Rakuten Investment Management, Inc. 於 Q2 2026 展現出進攻型調倉步調，本季推動了 17 檔股票的新建倉與 140 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, VXUS 等）合計佔整體申報市值的 60.4%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
BKNG
市值: US$3414.2萬
本季最大獲利了結 / 清倉標的
LRCX
前期市值: US$5761.5萬
僅顯示前 200 大持股（共 467 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 | 52.68% | -6.13% | -47.65% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 6.86% | -0.93% | -50.79% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.42% | -0.47% | -40.13% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.35% | -0.26% | -43.33% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.68% | +0.23% | +12.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.88% | -0.22% | -44.92% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | +0.44% | +12.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | -0.10% | +13.29% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | -0.10% | +14.65% | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 0.99% | -0.13% | +12.63% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | -0.08% | +12.21% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.78% | -0.08% | -40.25% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | +0.17% | +14.18% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 0.71% | -0.13% | +14.38% | |
| 15 | INTC | Intel CORP | 股票-科技 | 0.48% | -0.06% | +11.56% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | -0.04% | +10.09% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | -0.03% | +9.21% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.36% | -0.04% | +16.53% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 0.32% | -0.04% | +16.01% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 0.31% | -0.10% | +1119.85% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.31% | -0.04% | -34.42% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | -0.01% | +10.12% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.29% | -0.02% | +16.06% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | — | +9.20% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.02% | +9.08% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.23% | -0.06% | +9.27% | |
| 27 | MRVL | Marvell Technology Inc | 股票-科技 | 0.22% | -0.03% | +56.73% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 0.22% | -0.02% | +19.87% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.22% | -0.03% | +15.71% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.21% | — | +10.21% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.20% | -0.03% | -55.96% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.20% | — | +8.31% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.19% | +0.02% | +16.42% | |
| 34 | GE | General Electric | 股票-工業 | 0.18% | -0.03% | +9.48% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.18% | +0.10% | +15.18% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.18% | -0.03% | +10.47% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.17% | -0.01% | +15.07% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.16% | -0.03% | +10.27% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.16% | -0.02% | -43.27% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | -0.01% | +10.15% | |
| 41 | SNDK | Sandisk CORP | 股票-科技 | 0.16% | +0.01% | +0.76% | |
| 42 | WDC | Western Digital CORP | 股票-科技 | 0.16% | -0.05% | +17.92% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.16% | -0.02% | -40.69% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.15% | — | +8.22% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.15% | +0.01% | +9.71% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.15% | +0.02% | +8.77% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.14% | -0.01% | -9.64% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.14% | -0.02% | +8.40% | |
| 49 | GEV | GE Vernova Inc | 股票-工業 | 0.14% | -0.03% | +9.72% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.13% | — | +10.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +12.44% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.8% | +12.63% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +13.29% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +12.79% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.5% | +14.65% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +12.21% | 加碼 |
| 7 | INTC | Intel CORP | +0.4% | +11.56% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.3% | +14.38% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +14.18% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.3% | +10.09% | 加碼 |
| 11 | KLAC | Kla CORP | +0.2% | +1119.85% | 加碼 |
| 12 | MRVL | Marvell Technology Inc | +0.2% | +56.73% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +16.01% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +9.21% | 加碼 |
| 15 | SNDK | Sandisk CORP | +0.1% | +0.76% | 加碼 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +16.42% | 加碼 |
| 17 | TXN | Texas Instruments Inc | +0.1% | +19.87% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +9.27% | 加碼 |
| 19 | WDC | Western Digital CORP | +0.1% | +17.92% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +9.20% | 加碼 |
| 21 | WMT | Walmart Inc | +0.1% | +16.53% | 加碼 |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | +10.47% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +10.12% | 加碼 |
| 24 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 25 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新建倉 |
| 26 | QCOM | Qualcomm Inc | +0.1% | +15.07% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.1% | +10.21% | 加碼 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +16.06% | 加碼 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +16.41% | 加碼 |
| 30 | GE | General Electric | +0.1% | +9.48% | 加碼 |
| 31 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +253.34% | 加碼 |
| 33 | MA | Mastercard Inc - A | +0.1% | +8.31% | 加碼 |
| 34 | GLW | Corning Inc | +0.1% | +9.53% | 加碼 |
| 35 | GEV | GE Vernova Inc | +0.1% | +9.72% | 加碼 |
| 36 | GS | Goldman Sachs Group Inc | +0.1% | +8.40% | 加碼 |
| 37 | ALAB | Astera Labs Inc | +0.1% | +84.62% | 加碼 |
| 38 | TER | Teradyne Inc | +0.1% | +49.79% | 加碼 |
| 39 | MS | Morgan Stanley | +0.1% | +9.85% | 加碼 |
| 40 | HD | Home Depot Inc | +0.1% | +10.27% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +9.71% | 加碼 |
| 42 | KO | Coca-cola Co/the | +0.1% | +8.22% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | +0.1% | +10.15% | 加碼 |
| 44 | ✓ | +0.1% | NEW | 新建倉 | |
| 45 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | 新建倉 |
| 46 | XOM | Exxon Mobil CORP | +0.1% | +9.08% | 加碼 |
| 47 | C | Citigroup Inc | +0.1% | +6.71% | 加碼 |
| 48 | APP | Applovin Corp-class A | +0.1% | +16.04% | 加碼 |
| 49 | IBM | Intl Business Machines CORP | +0.1% | +10.74% | 加碼 |
| 50 | PM | Philip Morris International | +0.1% | +10.34% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rakuten Investment Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$407.2億，共申報了 467 個公開持股部位。
在 Q2 2026 季度，Rakuten Investment Management, Inc. 按市值排列的前三大核心持股分別為：VTI (52.7%)、VT (6.9%)、VXUS (4.4%)。其中最大持股部位 VTI 佔據整體投資組合約 52.7% 的權重。
在 Q2 2026 季度中，Rakuten Investment Management, Inc. 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 140 個部位、減碼 34 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BKNG。 本季清倉部位包含 LRCX。
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。