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
93 檔
16.0%
截至 Q2 2025 季度末，RBA Wealth Management, LLC 的美股持倉估值約為 US$2.7億，全數申報部位共有 93 檔。
觀察 Q2 2025 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 MSFT, AVGO, AAPL）貢獻了組合市值的 16.0%，形成該機構在 Q2 2025 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 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.28% | -2.23% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.34% | -0.49% | -2.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.22% | -0.06% | +0.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.08% | -1.56% | -1.02% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.83% | +0.07% | -3.30% | |
| 6 | WM | Waste Management Inc | 股票-工業 | 2.70% | -0.27% | -0.54% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.60% | -0.16% | +3.36% | |
| 8 | CMI | Cummins Inc | 股票-工業 | 2.54% | -1.54% | +0.02% | |
| 9 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.53% | -0.32% | -5.26% | |
| 10 | MET | Metlife Inc | 股票-金融 | 2.33% | +0.19% | +0.15% | |
| 11 | EWBC | East West Bancorp Inc | 股票-金融 | 2.30% | +0.36% | +1.53% | |
| 12 | SNPS | Synopsys Inc | 股票-科技 | 2.21% | +0.01% | +0.15% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 2.21% | +0.66% | +1.20% | |
| 14 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.20% | -0.13% | -1.25% | |
| 15 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.19% | -0.43% | +4.55% | |
| 16 | AZO | Autozone Inc | 股票-循環性消費 | 2.12% | -1.87% | EXIT | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.10% | -0.82% | — | |
| 18 | URI | United Rentals Inc | 股票-工業 | 1.99% | +0.93% | +3.67% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.94% | +0.57% | +2.06% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.94% | +0.85% | +0.98% | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.90% | +0.31% | +1.11% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.87% | -0.24% | EXIT | |
| 23 | AEP | American Electric Power | 股票-公用事業 | 1.85% | -0.03% | +1.55% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 1.83% | +0.47% | +0.75% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.81% | -0.09% | +1.77% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.73% | -0.17% | +1.30% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.72% | -0.33% | +0.96% | |
| 28 | EXP | Eagle Materials Inc | 股票-原物料 | 1.71% | — | +1.89% | |
| 29 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.69% | — | +0.65% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 1.66% | — | +1.85% | |
| 31 | FIS | Fidelity National Info Serv | 股票-科技 | 1.65% | — | +1.20% | |
| 32 | FLS | Flowserve CORP | 股票-工業 | 1.59% | -0.14% | +0.88% | |
| 33 | CI | THE Cigna Group | 股票-醫療保健 | 1.55% | +0.93% | +5.06% | |
| 34 | PVH | Pvh CORP | 股票-循環性消費 | 1.50% | +0.11% | +1.23% | |
| 35 | PLD | Prologis Inc | 股票-房地產 | 1.49% | -0.14% | +0.30% | |
| 36 | TRGP | Targa Resources CORP | 股票-能源 | 1.48% | -0.24% | EXIT | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.48% | +0.01% | +5.30% | |
| 38 | KBH | Kb Home | 股票-循環性消費 | 1.31% | — | +2.67% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.27% | +0.30% | -0.20% | |
| 40 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 1.24% | — | +3.59% | |
| 41 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.19% | +0.47% | +2.66% | |
| 42 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.04% | -0.16% | — | |
| 43 | TFX | Teleflex Inc | 股票-醫療保健 | 1.00% | — | +6.23% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.96% | -0.19% | +5.31% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.92% | -0.66% | +12.98% | |
| 46 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.87% | — | — | |
| 47 | VICI | Vici Properties Inc | 股票-房地產 | 0.77% | -0.06% | +2.63% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | +0.01% | -0.68% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | -2.24% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.57% | +0.01% | +4.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +2.1% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1.1% | -2.15% | 減碼 |
| 3 | INGR | Ingredion Inc | +1% | NEW | 新建倉 |
| 4 | NRG | Nrg Energy Inc | +0.9% | NEW | 新建倉 |
| 5 | MSFT | Microsoft CORP | +0.7% | -2.23% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +3.36% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +0.98% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +2.06% | 加碼 |
| 9 | ASML | ASML Holding N.V. | +0.3% | +1.20% | 加碼 |
| 10 | URI | United Rentals Inc | +0.3% | +3.67% | 加碼 |
| 11 | SNPS | Synopsys Inc | +0.3% | +0.15% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.02% | 減碼 |
| 13 | VGT | Vanguard Info Tech ETF | +0.2% | -0.20% | 減碼 |
| 14 | EWBC | East West Bancorp Inc | +0.2% | +1.53% | 加碼 |
| 15 | NXPI | NXP Semiconductors N.V. | +0.1% | +2.66% | 加碼 |
| 16 | EA | Electronic Arts Inc | +0.1% | +0.65% | 加碼 |
| 17 | FIS | Fidelity National Info Serv | +0.1% | +1.20% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.1% | +3.83% | 加碼 |
| 19 | VCR | Vanguard Consumer Discre ETF | +0.1% | +7.82% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.1% | +0.93% | 加碼 |
| 21 | CBOE | Cboe Global Markets Inc | 0% | +4.55% | 加碼 |
| 22 | AMZN | Amazon.com Inc | 0% | +0.02% | 加碼 |
| 23 | FLS | Flowserve CORP | 0% | +0.88% | 加碼 |
| 24 | VFH | Vanguard Financials ETF | 0% | +4.56% | 加碼 |
| 25 | ACN | Accenture plc | 0% | +12.98% | 加碼 |
| 26 | PVH | Pvh CORP | 0% | +1.23% | 加碼 |
| 27 | CI | THE Cigna Group | 0% | +5.06% | 加碼 |
| 28 | QCOM | Qualcomm Inc | 0% | +0.75% | 加碼 |
| 29 | CMI | Cummins Inc | 0% | +0.02% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | EXIT | 清倉 |
| 31 | SPGI | S&p Global Inc | -0.1% | EXIT | 清倉 |
| 32 | COP | Conocophillips | -0.1% | EXIT | 清倉 |
| 33 | JNJ | Johnson & Johnson | -0.1% | EXIT | 清倉 |
| 34 | MHK | Mohawk Industries Inc | -0.2% | +3.59% | 加碼 |
| 35 | CVX | Chevron CORP | -0.2% | -7.10% | 減碼 |
| 36 | TFX | Teleflex Inc | -0.2% | +6.23% | 加碼 |
| 37 | KBH | Kb Home | -0.2% | +2.67% | 加碼 |
| 38 | PLD | Prologis Inc | -0.2% | +0.30% | 加碼 |
| 39 | AEP | American Electric Power | -0.2% | +1.55% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | -0.2% | +1.77% | 加碼 |
| 41 | V | Visa Inc-class A Shares | -0.2% | -3.30% | 減碼 |
| 42 | EXP | Eagle Materials Inc | -0.3% | +1.89% | 加碼 |
| 43 | ACGL | Arch Capital Group Ltd. | -0.3% | -1.25% | 減碼 |
| 44 | TRGP | Targa Resources CORP | -0.3% | +0.40% | 加碼 |
| 45 | TMUS | T-mobile US Inc | -0.3% | +1.11% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -16.74% | 減碼 |
| 47 | AAPL | Apple Inc | -0.5% | +0.96% | 加碼 |
| 48 | BDX | Becton Dickinson And Co | -0.5% | +5.30% | 加碼 |
| 49 | AZO | Autozone Inc | -1.4% | -34.90% | 減碼 |
| 50 | CSCO | Cisco Systems Inc | -1.8% | -89.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，RBA Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 93 個公開持股部位。
在 Q2 2025 季度，RBA Wealth Management, LLC 按市值排列的前三大核心持股分別為：MSFT (3.7%)、AVGO (3.3%)、AAPL (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.7% 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
GS
市值: US$564.0萬
本季最大獲利了結 / 清倉標的
SPGI
前期市值: US$23.9萬
在 Q2 2025 季度中，RBA Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 33 個部位、減碼 10 個部位以及清倉 4 個部位。 其中最大新建倉標的為 GS。 本季清倉部位包含 SPGI。
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。