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
89 檔
17.4%
RBA Wealth Management, LLC 在 Q4 2024 季度的美股部位總計估值為 US$2.7億，分散於 89 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 RBA Wealth Management, LLC 積極進場，新開立 6 個部位並同步加碼 28 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，RBA Wealth Management, LLC 的前 5 大核心持股（包含 AVGO, AAPL, GOOGL 等）合計佔整體申報市值的 17.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 4.55% | -0.49% | -4.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.00% | -0.06% | -3.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.38% | -1.56% | -0.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.28% | -0.41% | |
| 5 | AZO | Autozone Inc | 股票-循環性消費 | 2.88% | -1.87% | EXIT | |
| 6 | CMI | Cummins Inc | 股票-工業 | 2.77% | -1.54% | -2.26% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.65% | +0.07% | +0.18% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 2.44% | -0.27% | -0.44% | |
| 9 | MET | Metlife Inc | 股票-金融 | 2.41% | +0.19% | -0.49% | |
| 10 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.29% | -0.32% | -1.54% | |
| 11 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.28% | -0.13% | -0.35% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.09% | -0.33% | +1.76% | |
| 13 | SNPS | Synopsys Inc | 股票-科技 | 2.07% | +0.01% | +0.62% | |
| 14 | EWBC | East West Bancorp Inc | 股票-金融 | 2.06% | +0.36% | +0.29% | |
| 15 | EXP | Eagle Materials Inc | 股票-原物料 | 2.06% | — | +0.99% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 2.05% | -0.17% | EXIT | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 2.03% | — | +1.43% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -0.16% | +5.58% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.99% | -0.24% | EXIT | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.90% | +0.66% | +3.32% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.86% | — | +0.75% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.85% | -0.09% | +0.29% | |
| 23 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.84% | +0.01% | +2.91% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.83% | -0.21% | EXIT | |
| 25 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.78% | — | +3.99% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.76% | +0.47% | +1.71% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.76% | +0.31% | +1.81% | |
| 28 | FLS | Flowserve CORP | 股票-工業 | 1.73% | -0.14% | +2.17% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.72% | +0.85% | +2.82% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.68% | — | +3.15% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.67% | -0.08% | EXIT | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 1.65% | +0.57% | — | |
| 33 | FIS | Fidelity National Info Serv | 股票-科技 | 1.61% | — | +1.38% | |
| 34 | TRGP | Targa Resources CORP | 股票-能源 | 1.61% | -0.24% | EXIT | |
| 35 | KBH | Kb Home | 股票-循環性消費 | 1.57% | — | +2.02% | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 1.54% | -0.17% | +2.11% | |
| 37 | PLD | Prologis Inc | 股票-房地產 | 1.52% | -0.14% | +2.07% | |
| 38 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.52% | — | +1.62% | |
| 39 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.40% | — | +410.02% | |
| 40 | EIX | Edison International | 股票-公用事業 | 1.30% | — | +6.86% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.22% | +0.30% | +14.16% | |
| 42 | CI | THE Cigna Group | 股票-醫療保健 | 1.20% | +0.93% | +1.20% | |
| 43 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.07% | +0.47% | +4.56% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.93% | -0.19% | +4.41% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.66% | +7.43% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.81% | +0.05% | -15.57% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | +13.54% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.20% | +7.70% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | +0.01% | +28.48% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.51% | +0.01% | +4.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.7% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1% | -4.62% | 減碼 |
| 3 | LULU | Lululemon Athletica Inc | +0.6% | +3.99% | 加碼 |
| 4 | CRM | Salesforce Inc | +0.4% | +1.76% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.70% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +0.18% | 加碼 |
| 7 | EWBC | East West Bancorp Inc | +0.3% | +0.29% | 加碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | 新建倉 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.82% | 加碼 |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | +14.16% | 加碼 |
| 11 | FLS | Flowserve CORP | +0.2% | +2.17% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +1.36% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.2% | — | 不變 |
| 14 | TGT | Target CORP | +0.2% | NEW | 新建倉 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建倉 |
| 16 | TRGP | Targa Resources CORP | +0.1% | -8.78% | 減碼 |
| 17 | TMUS | T-mobile US Inc | +0.1% | +1.81% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +5.58% | 加碼 |
| 19 | CMI | Cummins Inc | +0.1% | -2.26% | 減碼 |
| 20 | AAPL | Apple Inc | +0.1% | -3.28% | 減碼 |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +28.48% | 加碼 |
| 22 | RJF | Raymond James Financial Inc | +0.1% | NEW | 新建倉 |
| 23 | VICI | Vici Properties Inc | +0.1% | NEW | 新建倉 |
| 24 | BSX | Boston Scientific CORP | +0.1% | -1.54% | 減碼 |
| 25 | VCR | Vanguard Consumer Discre ETF | +0.1% | +10.63% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | EXIT | 清倉 |
| 27 | HD | Home Depot Inc | -0.1% | +0.91% | 加碼 |
| 28 | BDX | Becton Dickinson And Co | -0.1% | +2.91% | 加碼 |
| 29 | DIOD | Diodes Inc | -0.1% | EXIT | 清倉 |
| 30 | JNJ | Johnson & Johnson | -0.1% | EXIT | 清倉 |
| 31 | SNPS | Synopsys Inc | -0.1% | +0.62% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | 清倉 |
| 33 | WM | Waste Management Inc | -0.1% | -0.44% | 減碼 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | +4.56% | 加碼 |
| 35 | TSCO | Tractor Supply Company | -0.1% | +410.02% | 加碼 |
| 36 | MSFT | Microsoft CORP | -0.1% | -0.41% | 減碼 |
| 37 | MDT | Medtronic plc | -0.2% | +2.11% | 加碼 |
| 38 | QCOM | Qualcomm Inc | -0.2% | +1.71% | 加碼 |
| 39 | PEP | Pepsico Inc | -0.2% | +0.96% | 加碼 |
| 40 | MRK | Merck & Co. Inc. | -0.2% | +3.15% | 加碼 |
| 41 | PLD | Prologis Inc | -0.3% | +2.07% | 加碼 |
| 42 | CI | THE Cigna Group | -0.3% | +1.20% | 加碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -15.57% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.3% | +0.75% | 加碼 |
| 45 | ASML | ASML Holding N.V. | -0.3% | +3.32% | 加碼 |
| 46 | EXP | Eagle Materials Inc | -0.3% | +0.99% | 加碼 |
| 47 | LMT | Lockheed Martin CORP | -0.4% | +1.00% | 加碼 |
| 48 | KBH | Kb Home | -0.5% | +2.02% | 加碼 |
| 49 | ACGL | Arch Capital Group Ltd. | -0.5% | -0.35% | 減碼 |
| 50 | CTSH | Cognizant Tech Solutions-a | -1.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，RBA Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 89 個公開持股部位。
在 Q4 2024 季度，RBA Wealth Management, LLC 按市值排列的前三大核心持股分別為：AVGO (4.5%)、AAPL (4.0%)、GOOGL (3.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.5% 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。
本季最大新建倉標的
AMAT
市值: US$433.7萬
本季最大獲利了結 / 清倉標的
CTSH
前期市值: US$424.5萬
在 Q4 2024 季度中，RBA Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 28 個部位、減碼 10 個部位以及清倉 5 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 CTSH。
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。