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
627 檔
21.4%
在 Q2 2025 申報期間，Rathbones Group PLC（CIK: 0001351991）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$271.4億，共持有 627 個公開申報部位。
Q2 2025 數據顯示 Rathbones Group PLC 積極進場，新開立 0 個部位並同步加碼 36 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Rathbones Group PLC 的前 5 大核心持股（包含 MSFT, V, AMZN 等）合計佔整體申報市值的 21.4%，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 627 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 | 7.52% | -0.64% | +0.52% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 5.25% | -0.14% | +0.18% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.16% | -0.13% | +3.03% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.61% | +0.13% | +3.35% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.47% | -0.09% | -2.53% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.45% | +0.19% | +3.13% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.08% | +2.30% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.21% | -0.22% | +1.48% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.75% | -0.21% | +23.31% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.74% | -0.14% | -0.88% | |
| 11 | ACN | Accenture plc | 股票-科技 | 1.70% | -0.49% | +11.39% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.69% | -0.37% | +6.63% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.58% | -0.14% | +7.53% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.53% | — | -3.51% | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 1.40% | +0.40% | -4.00% | |
| 16 | SPGI | S&p Global Inc | 股票-金融 | 1.39% | -0.30% | +3.91% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.36% | -0.17% | +0.96% | |
| 18 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.35% | -0.12% | +8.54% | |
| 19 | LIN | Linde plc | 股票-原物料 | 1.18% | -0.20% | +8.74% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.18% | -0.25% | -1.50% | |
| 21 | CME | Cme Group Inc | 股票-金融 | 1.11% | -0.39% | +0.01% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.08% | -0.21% | +0.00% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.07% | -0.44% | +4.13% | |
| 24 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.04% | -0.45% | -3.80% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.03% | -0.09% | -0.58% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | -0.11% | +4.98% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.93% | +0.05% | +28.58% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | +0.34% | +22.67% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.91% | -0.30% | -1.73% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.87% | +0.45% | +14.12% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.82% | -0.04% | +22.50% | |
| 32 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.81% | -0.18% | -8.45% | |
| 33 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.78% | -0.13% | +7.18% | |
| 34 | CRH | CRH plc | 股票-原物料 | 0.78% | -0.11% | +152.87% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | +0.38% | +4.49% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | +0.27% | +17.94% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.75% | +0.03% | -1.33% | |
| 38 | EQIX | Equinix Inc | 股票-房地產 | 0.72% | -0.12% | +0.62% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.68% | -0.06% | +7.07% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.67% | -0.11% | +2.57% | |
| 41 | DE | Deere & Co | 股票-工業 | 0.65% | -0.03% | +1.65% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.62% | -0.15% | -2.48% | |
| 43 | CTAS | Cintas CORP | 股票-工業 | 0.60% | -0.05% | -0.90% | |
| 44 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.59% | -0.37% | +1360.35% | |
| 45 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.56% | -0.26% | +9.74% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.12% | -5.37% | |
| 47 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.53% | -0.09% | -0.97% | |
| 48 | WCN | Waste Connections Inc | 股票-工業 | 0.52% | -0.07% | -1.15% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.51% | -0.03% | -0.26% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.10% | -31.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +0.52% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | +3.13% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +23.31% | 加碼 |
| 4 | CRH | CRH plc | +0.5% | +152.87% | 加碼 |
| 5 | APH | Amphenol Corp-cl A | +0.3% | -4.00% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +3.03% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +14.12% | 加碼 |
| 8 | PH | Parker Hannifin CORP | +0.3% | +2712.93% | 加碼 |
| 9 | BKNG | Booking Holdings Inc | +0.2% | +8.54% | 加碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +17.94% | 加碼 |
| 11 | MSI | Motorola Solutions Inc | +0.2% | +293.98% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.35% | 加碼 |
| 13 | INTU | Intuit Inc | +0.2% | +4.13% | 加碼 |
| 14 | NOW | Servicenow Inc | +0.1% | +7.07% | 加碼 |
| 15 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +1.07% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.1% | +18.17% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -2.53% | 減碼 |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | +7.18% | 加碼 |
| 19 | CRM | Salesforce Inc | +0.1% | +22.50% | 加碼 |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | -8.45% | 減碼 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +4.49% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +116.33% | 加碼 |
| 23 | MS | Morgan Stanley | +0.1% | +8.16% | 加碼 |
| 24 | CCJ | Cameco CORP | +0.1% | +5.98% | 加碼 |
| 25 | CDNS | Cadence Design Sys Inc | +0.1% | -1.33% | 減碼 |
| 26 | CP | Canadian Pacific Kansas City | +0.1% | +9.74% | 加碼 |
| 27 | KKR | Kkr & Co Inc | +0.1% | +11.90% | 加碼 |
| 28 | UBER | Uber Technologies Inc | 0% | -3.19% | 減碼 |
| 29 | GWRE | Guidewire Software Inc | 0% | +0.41% | 加碼 |
| 30 | LLY | Eli Lilly & Co | 0% | +22.67% | 加碼 |
| 31 | MRSH | Marsh & Mclennan Cos | 0% | +28.58% | 加碼 |
| 32 | RTX | Rtx CORP | 0% | +2.57% | 加碼 |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +0.00% | 加碼 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -3.51% | 減碼 |
| 35 | LIN | Linde plc | 0% | +8.74% | 加碼 |
| 36 | ABT | Abbott Laboratories | 0% | +6.63% | 加碼 |
| 37 | SPGI | S&p Global Inc | -0.1% | +3.91% | 加碼 |
| 38 | ACN | Accenture plc | -0.1% | +11.39% | 加碼 |
| 39 | BDX | Becton Dickinson And Co | -0.1% | -49.76% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.1% | -18.34% | 減碼 |
| 41 | SLB | Slb LTD | -0.2% | -9.09% | 減碼 |
| 42 | DIS | Walt Disney Co/the | -0.2% | -31.61% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -5.37% | 減碼 |
| 44 | EW | Edwards Lifesciences CORP | -0.2% | -79.52% | 減碼 |
| 45 | EL | Estee Lauder Companies-cl A | -0.2% | -81.06% | 減碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.4% | +7.53% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +1.48% | 加碼 |
| 48 | AAPL | Apple Inc | -0.5% | +2.30% | 加碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.5% | -77.50% | 減碼 |
| 50 | V | Visa Inc-class A Shares | -0.5% | +0.18% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Rathbones Group PLC 在 Q2 2025 季度的美股持倉總市值約為 US$271.4億，共申報了 627 個公開持股部位。
在 Q2 2025 季度，Rathbones Group PLC 按市值排列的前三大核心持股分別為：MSFT (7.5%)、V (5.3%)、AMZN (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.5% 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。
本季最大獲利了結 / 清倉標的
JPM
前期市值: US$7.0億
在 Q2 2025 季度中，Rathbones Group PLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 36 個部位、減碼 14 個部位以及清倉 0 個部位。
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。