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: 0001695582
申報總市值
US$5.1億
US$5.1億
194 檔
30.4%
Q4 2025 季度申報顯示，RB Capital Management, LLC 揭露的美股組合總市值為 US$5.1億，涵蓋 194 個不同之權益投資部位。
Q4 2025 的申報記錄反映 RB Capital Management, LLC 的板塊替換策略：機構本季推動了 100 筆增持與 88 筆減持，籌碼呈現明顯的結構重組。
整體而言，RB Capital Management, LLC 的前 5 大持股（包含 AAPL, BRK-B, NVDA）貢獻了組合市值的 30.4%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
QBTS
市值: US$419.3萬
本季最大獲利了結 / 清倉標的
MCHX
前期市值: US$509.3萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 16.20% | +0.47% | +7.83% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.57% | -0.25% | +2.39% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.09% | +0.13% | -0.01% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.31% | +0.31% | -0.99% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.84% | -0.50% | -1.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.17% | +2.20% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.20% | +0.35% | +1.71% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.13% | +0.10% | +0.60% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.12% | +0.18% | -3.33% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.10% | -0.19% | +2.01% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | +0.15% | -3.47% | |
| 12 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 1.96% | -0.18% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | +0.08% | +0.33% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | +0.03% | +0.98% | |
| 15 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.73% | -0.11% | +1.00% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.48% | -0.25% | -1.53% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.28% | -0.31% | +25.36% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.17% | +0.49% | +0.58% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.16% | -0.05% | +1.73% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.10% | -0.47% | -2.28% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.06% | -0.06% | +1.60% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.18% | +0.17% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.36% | +1.97% | |
| 24 | ADX | Adams Diversified Equity | 股票-其他 | 0.97% | +0.08% | -1.01% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.88% | -0.20% | -3.92% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.17% | +0.38% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.85% | +0.05% | -8.10% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.84% | -0.04% | +12.50% | |
| 29 | QBTS | D-wave Quantum Inc | 股票-科技 | 0.83% | +0.08% | — | |
| 30 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.82% | +0.12% | +5.08% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.79% | +0.08% | +2.85% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.79% | +0.09% | +11.43% | |
| 33 | IRM | Iron Mountain Inc | 股票-房地產 | 0.78% | +0.12% | +1.02% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | -0.27% | +1508.95% | |
| 35 | WM | Waste Management Inc | 股票-工業 | 0.74% | -0.10% | -0.55% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.05% | +0.71% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.05% | -2.67% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.44% | +60.24% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.26% | +1.74% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.55% | +0.04% | +2.35% | |
| 41 | RVT | Royce Small-cap Trust Inc | 股票-其他 | 0.55% | +0.02% | +2.82% | |
| 42 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.52% | -0.30% | -8.91% | |
| 43 | CTAS | Cintas CORP | 股票-工業 | 0.50% | -0.07% | -18.51% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.07% | -5.20% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.01% | -0.13% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | +0.03% | -0.43% | |
| 47 | BLK | Blackrock Inc | 股票-金融 | 0.48% | -0.05% | +7.43% | |
| 48 | URI | United Rentals Inc | 股票-工業 | 0.48% | +0.19% | +0.91% | |
| 49 | AZO | Autozone Inc | 股票-循環性消費 | 0.46% | -0.09% | -1.87% | |
| 50 | NOC | Northrop Grumman CORP | 股票-工業 | 0.45% | -0.18% | -0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.6% | +7.83% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -0.99% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.33% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +0.17% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +60.24% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.2% | +0.58% | 加碼 |
| 7 | ABT | Abbott Laboratories | +0.2% | +25.36% | 加碼 |
| 8 | AMGN | Amgen Inc | +0.1% | +1.60% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.1% | +1508.95% | 加碼 |
| 10 | AXP | American Express Co | +0.1% | +11.43% | 加碼 |
| 11 | GLD | Spdr Gold Shares | +0.1% | +57.09% | 加碼 |
| 12 | CSX | Csx CORP | +0.1% | +114.58% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +2.85% | 加碼 |
| 14 | CRM | Salesforce Inc | +0.1% | -2.28% | 減碼 |
| 15 | VGIT | Vanguard Intermediate-term T | +0.1% | +12.50% | 加碼 |
| 16 | BNY | Bank Of New York Mellon CORP | +0.1% | +24.95% | 加碼 |
| 17 | AMZN | Amazon.com Inc | 0% | +0.60% | 加碼 |
| 18 | WMT | Walmart Inc | 0% | +0.38% | 加碼 |
| 19 | ZM | Zoom Communications Inc | 0% | +10.16% | 加碼 |
| 20 | WFC | Wells Fargo & Co | 0% | +11.99% | 加碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | +15.05% | 加碼 |
| 22 | DFEM | Dimensional Emrg Mrkt Core | 0% | +52.73% | 加碼 |
| 23 | GE | General Electric | 0% | +11.36% | 加碼 |
| 24 | ISRG | Intuitive Surgical Inc | 0% | +1.56% | 加碼 |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +47.89% | 加碼 |
| 26 | COF | Capital One Financial CORP | 0% | +61.63% | 加碼 |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | 0% | +5.08% | 加碼 |
| 28 | XOM | Exxon Mobil CORP | 0% | +1.74% | 加碼 |
| 29 | BKNG | Booking Holdings Inc | 0% | +16.54% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | 0% | +14.05% | 加碼 |
| 31 | GEV | GE Vernova Inc | 0% | +11.44% | 加碼 |
| 32 | AMAT | Applied Materials Inc | 0% | +0.07% | 加碼 |
| 33 | ORLY | O'reilly Automotive Inc | 0% | +41.87% | 加碼 |
| 34 | AZNN | Astrazeneca Plc-spons Adr | 0% | -3.66% | 減碼 |
| 35 | SLV | Ishares Silver Trust | 0% | — | 不變 |
| 36 | CSCO | Cisco Systems Inc | 0% | +3.87% | 加碼 |
| 37 | LOW | Lowe's Cos Inc | 0% | +31.49% | 加碼 |
| 38 | IBM | Intl Business Machines CORP | 0% | +19.19% | 加碼 |
| 39 | BAC | Bank Of America CORP | 0% | -0.43% | 減碼 |
| 40 | DFAC | Dimensional US Core Equity 2 | 0% | +2.35% | 加碼 |
| 41 | JNJ | Johnson & Johnson | 0% | -4.75% | 減碼 |
| 42 | KO | Coca-cola Co/the | 0% | -0.13% | 減碼 |
| 43 | ✓ | On Holding AG | 0% | -1.79% | 減碼 |
| 44 | CBOE | Cboe Global Markets Inc | 0% | +6.37% | 加碼 |
| 45 | PLTR | Palantir Technologies Inc-a | 0% | +10.28% | 加碼 |
| 46 | DFIV | Dimensional International Va | 0% | +0.23% | 加碼 |
| 47 | TJX | Tjx Companies Inc | 0% | +0.18% | 加碼 |
| 48 | PLD | Prologis Inc | 0% | +1.91% | 加碼 |
| 49 | BX | Blackstone Inc | 0% | +27.19% | 加碼 |
| 50 | CME | Cme Group Inc | 0% | +10.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，RB Capital Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$5.1億，共申報了 194 個公開持股部位。
在 Q4 2025 季度，RB Capital Management, LLC 按市值排列的前三大核心持股分別為：AAPL (16.2%)、BRK-B (4.6%)、NVDA (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 16.2% 的權重。
在 Q4 2025 季度中，RB Capital Management, LLC 共進行了 188 項持倉異動，包含新建倉 16 個部位、加碼 84 個部位、減碼 78 個部位以及清倉 10 個部位。 其中最大新建倉標的為 QBTS。 本季清倉部位包含 MCHX。
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。