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: 0001143565
申報總市值
US$10.9億
US$10.9億
104 檔
33.9%
Rational Advisors, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$10.9億，分散於 104 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 Rational Advisors, Inc. 積極進場，新開立 5 個部位並同步加碼 24 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 BND, AGG, SPAB）累計市值佔比達 33.9%，是驅動 Rational Advisors, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BND | Vanguard Total Bond Market | ETF-其他 | 8.30% | -0.61% | -2.09% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.29% | -0.61% | -2.02% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 8.28% | — | -2.09% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.82% | +1.28% | +10.71% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.47% | -0.34% | -9.26% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 5.26% | — | -10.57% | |
| 7 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 4.93% | -3.10% | -8.29% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.45% | -0.58% | -7.21% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.89% | -0.55% | +35.88% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.40% | +0.30% | -15.92% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.08% | -0.50% | -18.08% | |
| 12 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 2.75% | — | -17.50% | |
| 13 | PFFD | Global X US Preferred ETF | ETF-其他 | 2.22% | -0.19% | -4.18% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.17% | +1.05% | +8.71% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.82% | -0.12% | -2.26% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.76% | -0.11% | -9.32% | |
| 17 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 1.35% | -0.08% | +47.38% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | -0.09% | -8.55% | |
| 19 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資等級公司債 | 0.91% | +0.38% | NEW | |
| 20 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.86% | -1.11% | +37.04% | |
| 21 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.86% | -0.05% | +38.11% | |
| 22 | DXCM 0.25 11-15-25債券 | Dexcom Inc | 債券 | 0.86% | — | +47.82% | |
| 23 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 0.85% | — | +8.71% | |
| 24 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.85% | -0.14% | +35.78% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.83% | — | +54.55% | |
| 26 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | 債券 | 0.82% | +0.18% | +51.20% | |
| 27 | TYL 0.25 03-15-26債券 | Tyler Technologies Inc | 債券 | 0.79% | — | +51.80% | |
| 28 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | 債券 | 0.72% | -0.04% | +158.21% | |
| 29 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.72% | -0.35% | +51.88% | |
| 30 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 0.71% | — | +42.45% | |
| 31 | SHOPCN 0.125 11-01-25債券 | Shopify Inc | 債券 | 0.66% | — | +182.32% | |
| 32 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 0.63% | -0.10% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | +0.04% | +19.64% | |
| 34 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 0.62% | — | +74.38% | |
| 35 | OKTA 0.375 06-15-26債券 | Okta Inc | 債券 | 0.58% | — | +63.50% | |
| 36 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 0.55% | -0.08% | +89.75% | |
| 37 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.54% | — | +59.77% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.55% | +3.35% | |
| 39 | AAPL | Apple Inc | 股票-科技 | 0.48% | -0.12% | -16.27% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.45% | — | -2.26% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | -0.26% | -6.64% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | -0.04% | -25.35% | |
| 43 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 0.38% | — | -16.00% | |
| 44 | KKR | Kkr & Co Inc | 股票-金融 | 0.36% | — | -10.22% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.36% | -0.01% | — | |
| 46 | APO | Apollo Global Management Inc | 股票-金融 | 0.35% | — | -41.13% | |
| 47 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 0.35% | — | +136.73% | |
| 48 | BX | Blackstone Inc | 股票-金融 | 0.34% | — | -7.27% | |
| 49 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.34% | — | -19.53% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.33% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.9% | +35.88% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | +10.71% | 加碼 |
| 3 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +0.6% | NEW | 新建倉 |
| 4 | SHOPCN 0.125 11-01-25債券 | Shopify Inc | +0.4% | +182.32% | 加碼 |
| 5 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | +0.4% | +158.21% | 加碼 |
| 6 | BAB | Invesco Taxable Municipal Bo | +0.4% | +47.38% | 加碼 |
| 7 | BKNG | Booking Holdings Inc | +0.4% | +54.55% | 加碼 |
| 8 | CRM | Salesforce Inc | +0.4% | NEW | 新建倉 |
| 9 | PGR | Progressive CORP | +0.3% | NEW | 新建倉 |
| 10 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | +0.3% | +51.20% | 加碼 |
| 11 | WIX | Wix.com Ltd. | +0.3% | NEW | 新建倉 |
| 12 | DXCM 0.25 11-15-25債券 | Dexcom Inc | +0.3% | +47.82% | 加碼 |
| 13 | TYL 0.25 03-15-26債券 | Tyler Technologies Inc | +0.3% | +51.80% | 加碼 |
| 14 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.3% | +51.88% | 加碼 |
| 15 | ETSY 0.25 06-15-28債券 | Etsy Inc | +0.3% | +89.75% | 加碼 |
| 16 | VTR 3.75 06-01-26債券 | Ventas Realty LP | +0.3% | +74.38% | 加碼 |
| 17 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.3% | +8.71% | 加碼 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.3% | +8.71% | 加碼 |
| 19 | OKTA 0.375 06-15-26債券 | Okta Inc | +0.2% | +63.50% | 加碼 |
| 20 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +0.2% | +35.78% | 加碼 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +362.43% | 加碼 |
| 22 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.2% | +38.11% | 加碼 |
| 23 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | +0.2% | +136.73% | 加碼 |
| 24 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | +0.2% | +42.45% | 加碼 |
| 25 | NOW | Servicenow Inc | +0.2% | NEW | 新建倉 |
| 26 | AWK 3.625 06-15-26債券 | American Water Capital C | +0.2% | +59.77% | 加碼 |
| 27 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.2% | +37.04% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.2% | +19.64% | 加碼 |
| 29 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -96.37% | 減碼 |
| 30 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -9.26% | 減碼 |
| 31 | DKNG | Draftkings Inc-cl A | -0.2% | EXIT | 清倉 |
| 32 | UBER | Uber Technologies Inc | -0.2% | EXIT | 清倉 |
| 33 | PFFD | Global X US Preferred ETF | -0.2% | -4.18% | 減碼 |
| 34 | TDG | Transdigm Group Inc | -0.2% | EXIT | 清倉 |
| 35 | KBR | Kbr Inc | -0.2% | EXIT | 清倉 |
| 36 | ORCL | Oracle CORP | -0.3% | EXIT | 清倉 |
| 37 | LLY | Eli Lilly & Co | -0.3% | -80.33% | 減碼 |
| 38 | COHR | Coherent CORP | -0.3% | EXIT | 清倉 |
| 39 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -7.21% | 減碼 |
| 40 | MELI | Mercadolibre Inc | -0.3% | -43.05% | 減碼 |
| 41 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -95.64% | 減碼 |
| 42 | AMLP | Alerian Mlp ETF | -0.4% | -10.57% | 減碼 |
| 43 | NTSX | Wisdomtree US Efficient Core | -0.4% | -8.29% | 減碼 |
| 44 | BND | Vanguard Total Bond Market | -0.4% | -2.09% | 減碼 |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.4% | -2.02% | 減碼 |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | -0.4% | -2.09% | 減碼 |
| 47 | SCHI | Schwab 5-10 Year Corporate B | -0.5% | +30.28% | 加碼 |
| 48 | HYLB | Xtrackers Usd High Yield Cor | -0.6% | -17.50% | 減碼 |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -0.8% | -18.08% | 減碼 |
| 50 | SCHH | Schwab US Reit ETF | -1% | -15.92% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Rational Advisors, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$10.9億，共申報了 104 個公開持股部位。
在 Q4 2024 季度，Rational Advisors, Inc. 按市值排列的前三大核心持股分別為：BND (8.3%)、AGG (8.3%)、SPAB (8.3%)。其中最大持股部位 BND 佔據整體投資組合約 8.3% 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
UBER 0.875 12-01-28 2028
市值: US$647.8萬
本季最大獲利了結 / 清倉標的
COHR
前期市值: US$315.0萬
在 Q4 2024 季度中，Rational Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 24 個部位、減碼 15 個部位以及清倉 6 個部位。 其中最大新建倉標的為 UBER 0.875 12-01-28 2028。 本季清倉部位包含 COHR。
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。