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: 0001351991
申報總市值
US$271.4億
US$271.4億
609 檔
19.2%
Q4 2024 季度申報顯示，Rathbones Group PLC 揭露的美股組合總市值為 US$271.4億，涵蓋 609 個不同之權益投資部位。
Rathbones Group PLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 23 檔持股的同時，亦同步清倉 4 檔並減碼 18 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AMZN, V）占據了總市值的 19.2%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 609 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 | MSFT | Microsoft CORP | 股票-科技 | 6.96% | -0.64% | +1.68% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.48% | -0.13% | +2.59% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 5.22% | -0.14% | -0.13% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.12% | +0.13% | +3.34% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.48% | +0.08% | -3.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.29% | -0.09% | +4.80% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.19% | -2.48% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.20% | -0.22% | +5.26% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.01% | -0.14% | +6.53% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | — | -4.74% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.84% | -0.49% | +5.18% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.69% | -0.14% | +3.02% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.44% | -0.37% | +3.32% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.41% | -0.17% | -0.37% | |
| 15 | SPGI | S&p Global Inc | 股票-金融 | 1.31% | -0.30% | +8.70% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.30% | -0.25% | -2.61% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.26% | -0.09% | +8.58% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.18% | -0.21% | -3.85% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.14% | -0.12% | +2.87% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.30% | +3.60% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.09% | -0.20% | -0.48% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.08% | +0.40% | -4.24% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.07% | -0.39% | -28.00% | |
| 24 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.04% | -0.45% | -0.41% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.11% | +12.57% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.21% | +10.89% | |
| 27 | EQIX | Equinix Inc | 股票-房地產 | 0.90% | -0.12% | -0.01% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | -0.10% | -2.17% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.84% | -0.44% | -1.51% | |
| 30 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.76% | -0.18% | +25.20% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.38% | +98.61% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.71% | +0.34% | +20.94% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.04% | +1.99% | |
| 34 | DE | Deere & Co | 股票-工業 | 0.69% | -0.03% | -2.69% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.12% | -18.56% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.69% | -0.06% | -0.16% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.68% | +0.03% | +21.25% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.67% | +0.05% | +12.08% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.15% | -3.66% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | -0.02% | -16.97% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.45% | -0.65% | |
| 42 | HON | Honeywell International Inc | 股票-工業 | 0.62% | -0.05% | +8.96% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.01% | +4.39% | |
| 44 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.59% | -0.09% | -3.71% | |
| 45 | CTAS | Cintas CORP | 股票-工業 | 0.59% | -0.05% | -3.62% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.58% | +0.01% | +31.08% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.11% | +12.66% | |
| 48 | WCN | Waste Connections Inc | 股票-工業 | 0.55% | -0.07% | -3.58% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.54% | -0.03% | -0.18% | |
| 50 | MLM | Martin Marietta Materials | 股票-原物料 | 0.51% | -0.07% | -3.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.8% | +2.59% | 加碼 |
| 2 | V | Visa Inc-class A Shares | +0.5% | -0.13% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.34% | 加碼 |
| 4 | APTV | Aptiv PLC | +0.5% | NEW | 新建倉 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +4.80% | 加碼 |
| 6 | RCL | Royal Caribbean Cruises Ltd. | +0.4% | +15633.16% | 加碼 |
| 7 | ICE | Intercontinental Exchange In | +0.3% | +24954.89% | 加碼 |
| 8 | GWRE | Guidewire Software Inc | +0.3% | NEW | 新建倉 |
| 9 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 10 | KKR | Kkr & Co Inc | +0.2% | +1216.23% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +58.27% | 加碼 |
| 12 | BKNG | Booking Holdings Inc | +0.2% | +2.87% | 加碼 |
| 13 | CDNS | Cadence Design Sys Inc | +0.2% | +21.25% | 加碼 |
| 14 | MRVL | Marvell Technology Inc | +0.1% | -0.71% | 減碼 |
| 15 | BRO | Brown & Brown Inc | +0.1% | NEW | 新建倉 |
| 16 | TXN | Texas Instruments Inc | +0.1% | +1179.51% | 加碼 |
| 17 | CRM | Salesforce Inc | +0.1% | +1.99% | 加碼 |
| 18 | UBER | Uber Technologies Inc | +0.1% | +157.69% | 加碼 |
| 19 | CVX | Chevron CORP | +0.1% | +31.35% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.1% | -2.48% | 減碼 |
| 21 | NOW | Servicenow Inc | +0.1% | -0.16% | 減碼 |
| 22 | HON | Honeywell International Inc | +0.1% | +8.96% | 加碼 |
| 23 | ROP | Roper Technologies Inc | +0.1% | +65.06% | 加碼 |
| 24 | MCK | Mckesson CORP | +0.1% | NEW | 新建倉 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -4.74% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +10.89% | 加碼 |
| 27 | DIS | Walt Disney Co/the | +0.1% | -2.17% | 減碼 |
| 28 | FWONK | Liberty Media Corp-formula-c | +0.1% | +0.05% | 加碼 |
| 29 | PG | Procter & Gamble Co/the | 0% | +12.57% | 加碼 |
| 30 | MA | Mastercard Inc - A | 0% | -0.37% | 減碼 |
| 31 | ACN | Accenture plc | 0% | +5.18% | 加碼 |
| 32 | AAPL | Apple Inc | — | -3.12% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.26% | 加碼 |
| 34 | PEP | Pepsico Inc | -0.1% | -8.11% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -4.19% | 減碼 |
| 36 | CTAS | Cintas CORP | -0.1% | -3.62% | 減碼 |
| 37 | MDLZ | Mondelez International Inc-a | -0.2% | -0.18% | 減碼 |
| 38 | ADBE | Adobe Inc | -0.2% | +8.58% | 加碼 |
| 39 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 40 | MCD | Mcdonald's CORP | -0.2% | -16.97% | 減碼 |
| 41 | LIN | Linde plc | -0.2% | -0.48% | 減碼 |
| 42 | EL | Estee Lauder Companies-cl A | -0.2% | -14.10% | 減碼 |
| 43 | KO | Coca-cola Co/the | -0.3% | +3.02% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.3% | -18.56% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | +6.53% | 加碼 |
| 46 | SCHW | Schwab (charles) CORP | -0.3% | -93.57% | 減碼 |
| 47 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.4% | EXIT | 清倉 |
| 48 | CME | Cme Group Inc | -0.4% | -28.00% | 減碼 |
| 49 | EFX | Equifax Inc | -0.4% | EXIT | 清倉 |
| 50 | APTV | Aptiv PLC | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Rathbones Group PLC 在 Q4 2024 季度的美股持倉總市值約為 US$271.4億，共申報了 609 個公開持股部位。
在 Q4 2024 季度，Rathbones Group PLC 按市值排列的前三大核心持股分別為：MSFT (7.0%)、AMZN (5.5%)、V (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.0% 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。
本季最大新建倉標的
APTV
市值: US$9240.0萬
本季最大獲利了結 / 清倉標的
APTV
前期市值: US$1.0億
在 Q4 2024 季度中，Rathbones Group PLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 23 個部位、減碼 18 個部位以及清倉 4 個部位。 其中最大新建倉標的為 APTV。 本季清倉部位包含 APTV。
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。