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: 0001776296
申報總市值
US$2.7億
US$2.7億
88 檔
16.0%
根據最新整理的 13F 季度數據集，RBA Wealth Management, LLC 於 Q3 2024 結束時的管理資產規模為 US$2.7億。該機構在本季度申報了 88 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，RBA Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 36 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，RBA Wealth Management, LLC 的前 5 大持股（包含 AAPL, AVGO, MSFT）貢獻了組合市值的 16.0%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | 3.90% | -0.06% | -0.86% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.59% | -0.49% | +888.76% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.28% | +1.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.02% | -1.56% | +0.25% | |
| 5 | AZO | Autozone Inc | 股票-循環性消費 | 2.91% | -1.87% | EXIT | |
| 6 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.81% | -0.13% | -0.78% | |
| 7 | CMI | Cummins Inc | 股票-工業 | 2.66% | -1.54% | +0.68% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 2.55% | -0.27% | +0.66% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 2.47% | -0.17% | EXIT | |
| 10 | MET | Metlife Inc | 股票-金融 | 2.47% | +0.19% | +0.61% | |
| 11 | EXP | Eagle Materials Inc | 股票-原物料 | 2.40% | — | +2.90% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.33% | +0.07% | +0.82% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 2.23% | +0.66% | +1.40% | |
| 14 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.21% | -0.32% | +1.80% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 2.18% | — | +1.79% | |
| 16 | SNPS | Synopsys Inc | 股票-科技 | 2.17% | +0.01% | +2.47% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 2.10% | — | +1.27% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 2.08% | -0.24% | EXIT | |
| 19 | KBH | Kb Home | 股票-循環性消費 | 2.03% | — | +1.11% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.94% | +0.47% | +2.54% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.93% | -0.09% | +3.22% | |
| 22 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.93% | +0.01% | — | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.89% | — | +2.48% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.16% | — | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.87% | -0.08% | EXIT | |
| 26 | PLD | Prologis Inc | 股票-房地產 | 1.80% | -0.14% | +7.92% | |
| 27 | EWBC | East West Bancorp Inc | 股票-金融 | 1.80% | +0.36% | +0.71% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 1.72% | -0.17% | +12.32% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.71% | -0.33% | +3.68% | |
| 30 | FIS | Fidelity National Info Serv | 股票-科技 | 1.66% | — | +1.57% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 1.64% | -0.21% | EXIT | |
| 32 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.64% | — | +3.22% | |
| 33 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.63% | +0.31% | +3.88% | |
| 34 | FLS | Flowserve CORP | 股票-工業 | 1.54% | -0.14% | +6.21% | |
| 35 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.52% | — | +2.15% | |
| 36 | CI | THE Cigna Group | 股票-醫療保健 | 1.50% | +0.93% | +5.53% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.49% | +0.85% | +1780.76% | |
| 38 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.48% | — | +1.55% | |
| 39 | TRGP | Targa Resources CORP | 股票-能源 | 1.48% | -0.24% | EXIT | |
| 40 | EIX | Edison International | 股票-公用事業 | 1.34% | — | +5.16% | |
| 41 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.23% | — | +19.89% | |
| 42 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.19% | +0.47% | +8.43% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.12% | +0.05% | -58.26% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.02% | +0.30% | +5.89% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.91% | -0.19% | +5.83% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.84% | -0.66% | +26.70% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | +5.10% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.20% | -4.04% | |
| 49 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.47% | -0.26% | -2.19% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.46% | +0.01% | +3.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BDX | Becton Dickinson And Co | +1.9% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +1.9% | NEW | 新建倉 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | +1780.76% | 加碼 |
| 4 | EXP | Eagle Materials Inc | +0.6% | +2.90% | 加碼 |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +0.10% | 加碼 |
| 6 | MDT | Medtronic plc | +0.3% | +12.32% | 加碼 |
| 7 | KBH | Kb Home | +0.3% | +1.11% | 加碼 |
| 8 | CMI | Cummins Inc | +0.3% | +0.68% | 加碼 |
| 9 | MET | Metlife Inc | +0.3% | +0.61% | 加碼 |
| 10 | HD | Home Depot Inc | +0.3% | +1.64% | 加碼 |
| 11 | PLD | Prologis Inc | +0.3% | +7.92% | 加碼 |
| 12 | EIX | Edison International | +0.3% | +5.16% | 加碼 |
| 13 | ACN | Accenture plc | +0.3% | +26.70% | 加碼 |
| 14 | SPGI | S&p Global Inc | +0.2% | +1.27% | 加碼 |
| 15 | TMUS | T-mobile US Inc | +0.2% | +3.88% | 加碼 |
| 16 | AAPL | Apple Inc | +0.2% | -0.86% | 減碼 |
| 17 | CTSH | Cognizant Tech Solutions-a | +0.2% | +3.22% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.2% | +3.95% | 加碼 |
| 19 | ACGL | Arch Capital Group Ltd. | +0.2% | -0.78% | 減碼 |
| 20 | EWBC | East West Bancorp Inc | +0.2% | +0.71% | 加碼 |
| 21 | FLS | Flowserve CORP | +0.1% | +6.21% | 加碼 |
| 22 | BSX | Boston Scientific CORP | +0.1% | +1.80% | 加碼 |
| 23 | FIS | Fidelity National Info Serv | +0.1% | +1.57% | 加碼 |
| 24 | TRGP | Targa Resources CORP | +0.1% | -1.46% | 減碼 |
| 25 | CRM | Salesforce Inc | +0.1% | +3.68% | 加碼 |
| 26 | CI | THE Cigna Group | +0.1% | +5.53% | 加碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | +888.76% | 加碼 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +3.22% | 加碼 |
| 29 | TSCO | Tractor Supply Company | +0.1% | +2.15% | 加碼 |
| 30 | TSLA | Tesla Inc | +0.1% | +3.25% | 加碼 |
| 31 | LULU | Lululemon Athletica Inc | +0.1% | +19.89% | 加碼 |
| 32 | AZO | Autozone Inc | +0.1% | -0.29% | 減碼 |
| 33 | V | Visa Inc-class A Shares | 0% | +0.82% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | +2.43% | 加碼 |
| 35 | RJF | Raymond James Financial Inc | -0.1% | EXIT | 清倉 |
| 36 | FLOT | Ishares Floating Rate Bond E | -0.1% | EXIT | 清倉 |
| 37 | CTRA | Coterra Energy Inc | -0.1% | EXIT | 清倉 |
| 38 | OTTR | Otter Tail CORP | -0.1% | -17.96% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +2.48% | 加碼 |
| 40 | ADBE | Adobe Inc | -0.2% | +1.79% | 加碼 |
| 41 | QCOM | Qualcomm Inc | -0.4% | +2.54% | 加碼 |
| 42 | SNPS | Synopsys Inc | -0.4% | +2.47% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.25% | 加碼 |
| 44 | ASML | ASML Holding N.V. | -0.6% | +1.40% | 加碼 |
| 45 | GLPI | Gaming And Leisure Propertie | -0.6% | EXIT | 清倉 |
| 46 | CVS | Cvs Health CORP | -1.3% | EXIT | 清倉 |
| 47 | UNH | Unitedhealth Group Inc | -1.3% | -58.26% | 減碼 |
| 48 | TECK | Teck Resources Ltd-cls B | -1.3% | -88.17% | 減碼 |
| 49 | CMCSA | Comcast Corp-class A | -1.5% | -93.18% | 減碼 |
| 50 | WMT | Walmart Inc | -2.1% | -87.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，RBA Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 88 個公開持股部位。
在 Q3 2024 季度，RBA Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (3.9%)、AVGO (3.6%)、MSFT (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.9% 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
BDX
市值: US$499.7萬
本季最大獲利了結 / 清倉標的
CVS
前期市值: US$321.3萬
在 Q3 2024 季度中，RBA Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 34 個部位、減碼 9 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BDX。 本季清倉部位包含 CVS。
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。