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
18.4%
在 Q3 2025 申報期間，RBA Wealth Management, LLC（CIK: 0001776296）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.7億，共持有 93 個公開申報部位。
Q3 2025 數據顯示 RBA Wealth Management, LLC 積極進場，新開立 5 個部位並同步加碼 24 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 GOOGL, AAPL, AVGO 等）合計佔整體申報市值的 18.4%，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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.64% | -1.56% | -7.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.61% | -0.06% | -2.47% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.58% | -0.49% | -3.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.28% | -1.12% | |
| 5 | CMI | Cummins Inc | 股票-工業 | 2.87% | -1.54% | -5.27% | |
| 6 | ASML | ASML Holding N.V. | 股票-科技 | 2.50% | +0.66% | +1.01% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.43% | +0.07% | -3.78% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 2.43% | -0.27% | +0.52% | |
| 9 | URI | United Rentals Inc | 股票-工業 | 2.36% | +0.93% | +1.13% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.34% | -0.16% | -2.12% | |
| 11 | AZO | Autozone Inc | 股票-循環性消費 | 2.26% | -1.87% | EXIT | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.22% | +0.85% | +0.33% | |
| 13 | MET | Metlife Inc | 股票-金融 | 2.21% | +0.19% | +0.31% | |
| 14 | EWBC | East West Bancorp Inc | 股票-金融 | 2.20% | +0.36% | -2.28% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.16% | -0.82% | -1.17% | |
| 16 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.12% | -0.43% | -0.26% | |
| 17 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.09% | -0.32% | -1.80% | |
| 18 | P | Everpure Inc-a | 股票-科技 | 2.06% | +0.57% | — | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 2.04% | +0.57% | +1.37% | |
| 20 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.04% | -0.13% | +0.29% | |
| 21 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.98% | — | +0.46% | |
| 22 | SNPS | Synopsys Inc | 股票-科技 | 1.93% | +0.01% | -1.98% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.92% | -0.24% | EXIT | |
| 24 | EXP | Eagle Materials Inc | 股票-原物料 | 1.84% | — | +0.60% | |
| 25 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.80% | +0.31% | +1.65% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.79% | +0.47% | +1.28% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 1.79% | -0.17% | +1.83% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.77% | -0.09% | +9.62% | |
| 29 | PVH | Pvh CORP | 股票-循環性消費 | 1.73% | +0.11% | +1.52% | |
| 30 | AEP | American Electric Power | 股票-公用事業 | 1.62% | -0.03% | -12.88% | |
| 31 | APTV | Aptiv PLC | 股票-循環性消費 | 1.55% | +1.39% | NEW | |
| 32 | FLS | Flowserve CORP | 股票-工業 | 1.53% | -0.14% | +2.56% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.53% | +0.01% | +2.50% | |
| 34 | PLD | Prologis Inc | 股票-房地產 | 1.48% | -0.14% | -1.65% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.46% | — | +3.69% | |
| 36 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 1.44% | — | +1.99% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 1.43% | -0.33% | +3.37% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.36% | +0.30% | +3.20% | |
| 39 | CI | THE Cigna Group | 股票-醫療保健 | 1.30% | +0.93% | +4.19% | |
| 40 | FIS | Fidelity National Info Serv | 股票-科技 | 1.26% | — | +1.77% | |
| 41 | TRGP | Targa Resources CORP | 股票-能源 | 1.25% | -0.24% | EXIT | |
| 42 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.19% | +0.47% | +3.58% | |
| 43 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.18% | -0.16% | +35.42% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.66% | +20.74% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.84% | -0.19% | +0.77% | |
| 46 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.84% | — | +3.35% | |
| 47 | VICI | Vici Properties Inc | 股票-房地產 | 0.70% | -0.06% | -0.73% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +9.99% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | +0.01% | +8.45% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.56% | +0.01% | +3.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | -3.34% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -7.63% | 減碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +0.33% | 加碼 |
| 4 | URI | United Rentals Inc | +0.7% | +1.13% | 加碼 |
| 5 | ASML | ASML Holding N.V. | +0.6% | +1.01% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.5% | -1.12% | 減碼 |
| 7 | AMAT | Applied Materials Inc | +0.4% | +1.37% | 加碼 |
| 8 | EA | Electronic Arts Inc | +0.4% | +0.46% | 加碼 |
| 9 | CMI | Cummins Inc | +0.3% | -5.27% | 減碼 |
| 10 | META | Meta Platforms Inc-class A | +0.3% | -2.12% | 加碼 |
| 11 | VGT | Vanguard Info Tech ETF | +0.3% | +3.20% | 加碼 |
| 12 | PVH | Pvh CORP | +0.2% | +1.52% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.2% | +3.84% | 加碼 |
| 14 | NXPI | NXP Semiconductors N.V. | +0.1% | +3.58% | 加碼 |
| 15 | VCR | Vanguard Consumer Discre ETF | +0.1% | +2.94% | 加碼 |
| 16 | EWBC | East West Bancorp Inc | +0.1% | -2.28% | 減碼 |
| 17 | MHK | Mohawk Industries Inc | +0.1% | +1.99% | 加碼 |
| 18 | VOX | Vanguard Communication Servi | 0% | +3.07% | 加碼 |
| 19 | VFH | Vanguard Financials ETF | 0% | +3.68% | 加碼 |
| 20 | CBOE | Cboe Global Markets Inc | 0% | -0.26% | 加碼 |
| 21 | SNPS | Synopsys Inc | 0% | -1.98% | 減碼 |
| 22 | FLS | Flowserve CORP | 0% | +2.56% | 加碼 |
| 23 | HD | Home Depot Inc | -0.1% | +0.84% | 加碼 |
| 24 | AAPL | Apple Inc | -0.1% | -2.47% | 減碼 |
| 25 | QCOM | Qualcomm Inc | -0.1% | +1.28% | 加碼 |
| 26 | MDT | Medtronic plc | -0.1% | +1.83% | 加碼 |
| 27 | EXP | Eagle Materials Inc | -0.1% | +0.60% | 加碼 |
| 28 | CVX | Chevron CORP | -0.2% | -12.93% | 減碼 |
| 29 | FIS | Fidelity National Info Serv | -0.3% | +1.77% | 加碼 |
| 30 | CRM | Salesforce Inc | -0.4% | +3.37% | 加碼 |
| 31 | AEP | American Electric Power | -0.4% | -12.88% | 減碼 |
| 32 | TMUS | T-mobile US Inc | -0.4% | +1.65% | 加碼 |
| 33 | BDX | Becton Dickinson And Co | -0.5% | +2.50% | 加碼 |
| 34 | ACGL | Arch Capital Group Ltd. | -0.5% | +0.29% | 減碼 |
| 35 | WM | Waste Management Inc | -0.5% | +0.52% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.5% | -24.26% | 減碼 |
| 37 | TRGP | Targa Resources CORP | -0.6% | -5.24% | 減碼 |
| 38 | BSX | Boston Scientific CORP | -0.6% | -1.80% | 減碼 |
| 39 | V | Visa Inc-class A Shares | -0.6% | -3.78% | 減碼 |
| 40 | AZO | Autozone Inc | -1.3% | -0.52% | 減碼 |
| 41 | CSCO | Cisco Systems Inc | -1.8% | -6.92% | 減碼 |
| 42 | GS | Goldman Sachs Group Inc | — | NEW | 新建倉 |
| 43 | P | Everpure Inc-a | — | NEW | 新建倉 |
| 44 | APTV | Aptiv PLC | — | NEW | 新建倉 |
| 45 | KBH | Kb Home | — | EXIT | 清倉 |
| 46 | INGR | Ingredion Inc | — | NEW | 新建倉 |
| 47 | TFX | Teleflex Inc | — | EXIT | 清倉 |
| 48 | NRG | Nrg Energy Inc | — | NEW | 新建倉 |
| 49 | TGT | Target CORP | — | EXIT | 清倉 |
| 50 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，RBA Wealth Management, LLC 在 Q3 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 Q3 2025 季度，RBA Wealth Management, LLC 按市值排列的前三大核心持股分別為：GOOGL (3.6%)、AAPL (3.6%)、AVGO (3.6%)。其中最大持股部位 GOOGL 佔據整體投資組合約 3.6% 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$627.2萬
本季最大獲利了結 / 清倉標的
KBH
前期市值: US$374.5萬
在 Q3 2025 季度中，RBA Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 24 個部位、減碼 17 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 KBH。
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。