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
187 檔
27.5%
RB Capital Management, LLC 在 Q1 2026 季度的美股部位總計估值為 US$5.1億，分散於 187 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，RB Capital Management, LLC 在獲利結算 14 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AAPL, BRK-B, NVDA）累計市值佔比達 27.5%，是驅動 RB Capital Management, LLC 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 | AAPL | Apple Inc | 股票-科技 | 14.43% | +0.47% | -10.79% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.67% | -0.25% | +0.33% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.23% | +0.13% | +3.52% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.50% | -0.50% | -0.24% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.17% | +0.31% | -1.93% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.60% | +0.35% | +15.87% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.17% | -2.44% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.08% | +0.10% | +1.04% | |
| 9 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 2.02% | -0.18% | +1.33% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.18% | -4.33% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.99% | +0.15% | +0.04% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.19% | +0.39% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | +0.03% | +3.05% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | +0.08% | +1.82% | |
| 15 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.79% | -0.11% | +1.48% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.66% | -0.25% | +5.41% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.41% | +0.49% | -8.96% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.40% | -0.36% | -0.99% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.20% | -0.06% | -1.19% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.12% | -0.31% | +0.28% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.10% | -0.05% | +1.42% | |
| 22 | IRM | Iron Mountain Inc | 股票-房地產 | 1.03% | +0.12% | +0.31% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.02% | -0.17% | +0.40% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.00% | -0.20% | -1.66% | |
| 25 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.98% | +0.12% | +2.52% | |
| 26 | ADX | Adams Diversified Equity | 股票-其他 | 0.97% | +0.08% | -0.66% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.96% | +0.05% | -0.29% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.18% | +4.67% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.26% | +1.40% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.85% | -0.27% | +2.37% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.83% | -0.04% | -6.93% | |
| 32 | WM | Waste Management Inc | 股票-工業 | 0.83% | -0.10% | +0.55% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | +0.08% | +0.40% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.80% | -0.47% | -3.21% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.73% | +0.09% | +6.02% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | +0.05% | +1.24% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | -0.05% | -5.38% | |
| 38 | RVT | Royce Small-cap Trust Inc | 股票-其他 | 0.60% | +0.02% | +0.23% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.59% | -0.13% | -0.28% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.58% | +0.04% | +1.49% | |
| 41 | NOC | Northrop Grumman CORP | 股票-工業 | 0.57% | -0.18% | -1.41% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.44% | -8.68% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.01% | -5.18% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.02% | -1.82% | |
| 45 | AZO | Autozone Inc | 股票-循環性消費 | 0.49% | -0.09% | +0.29% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.48% | -0.05% | +3.04% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | -0.17% | -0.94% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.03% | +1.72% | |
| 49 | URI | United Rentals Inc | 股票-工業 | 0.46% | +0.19% | -0.37% | |
| 50 | ZM | Zoom Communications Inc | 股票-科技 | 0.46% | +0.03% | +6.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | -0.24% | 減碼 |
| 2 | CVX | Chevron CORP | +0.4% | -0.99% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +15.87% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +1.40% | 加碼 |
| 5 | IRM | Iron Mountain Inc | +0.3% | +0.31% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.2% | -8.96% | 減碼 |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +5.41% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | +0.40% | 加碼 |
| 9 | BSVO | EA Bridgeway Omni Sm-Cp Val | +0.2% | +2.52% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.1% | +3.52% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | -0.28% | 減碼 |
| 12 | AMGN | Amgen Inc | +0.1% | -1.19% | 減碼 |
| 13 | GNRC | Generac Holdings Inc | +0.1% | -0.48% | 減碼 |
| 14 | NOC | Northrop Grumman CORP | +0.1% | -1.41% | 減碼 |
| 15 | PEP | Pepsico Inc | +0.1% | -1.66% | 減碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -1.82% | 減碼 |
| 17 | SBUX | Starbucks CORP | +0.1% | -0.29% | 減碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.33% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | +5.52% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.1% | +2.37% | 加碼 |
| 21 | WM | Waste Management Inc | +0.1% | +0.55% | 加碼 |
| 22 | BNY | Bank Of New York Mellon CORP | +0.1% | +21.36% | 加碼 |
| 23 | DISV | Dimensional International Sm | +0.1% | +29.56% | 加碼 |
| 24 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.1% | +1.33% | 加碼 |
| 25 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.1% | +1.48% | 加碼 |
| 26 | DE | Deere & Co | +0.1% | -0.73% | 減碼 |
| 27 | AMAT | Applied Materials Inc | +0.1% | -2.45% | 減碼 |
| 28 | GLD | Spdr Gold Shares | +0.1% | +4.21% | 加碼 |
| 29 | HSY | Hershey Co/the | +0.1% | +0.67% | 加碼 |
| 30 | DFIV | Dimensional International Va | +0.1% | +7.18% | 加碼 |
| 31 | CBOE | Cboe Global Markets Inc | +0.1% | +0.14% | 加碼 |
| 32 | RVT | Royce Small-cap Trust Inc | +0.1% | +0.23% | 加碼 |
| 33 | KO | Coca-cola Co/the | +0.1% | -5.18% | 減碼 |
| 34 | DFEM | Dimensional Emrg Mrkt Core | 0% | +14.58% | 加碼 |
| 35 | PM | Philip Morris International | 0% | +0.62% | 加碼 |
| 36 | FTNT | Fortinet Inc | 0% | — | 不變 |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | -0.94% | 減碼 |
| 38 | BCX | Blackrock Resources & Commod | 0% | +8.60% | 加碼 |
| 39 | EQIX | Equinix Inc | 0% | +0.39% | 加碼 |
| 40 | TJX | Tjx Companies Inc | 0% | +1.46% | 加碼 |
| 41 | O | Realty Income CORP | 0% | -1.04% | 減碼 |
| 42 | RTX | Rtx CORP | 0% | -0.91% | 減碼 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +10.18% | 加碼 |
| 44 | ZM | Zoom Communications Inc | 0% | +6.19% | 加碼 |
| 45 | DFAC | Dimensional US Core Equity 2 | 0% | +1.49% | 加碼 |
| 46 | MCD | Mcdonald's CORP | 0% | -2.14% | 減碼 |
| 47 | AZO | Autozone Inc | 0% | +0.29% | 加碼 |
| 48 | GS | Goldman Sachs Group Inc | 0% | +0.40% | 加碼 |
| 49 | ABBV | Abbvie Inc | 0% | +1.24% | 加碼 |
| 50 | CSX | Csx CORP | 0% | -0.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，RB Capital Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.1億，共申報了 187 個公開持股部位。
在 Q1 2026 季度，RB Capital Management, LLC 按市值排列的前三大核心持股分別為：AAPL (14.4%)、BRK-B (4.7%)、NVDA (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 14.4% 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
AZN
市值: US$105.5萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$98.2萬
在 Q1 2026 季度中，RB Capital Management, LLC 共進行了 187 項持倉異動，包含新建倉 7 個部位、加碼 80 個部位、減碼 86 個部位以及清倉 14 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。