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
94 檔
19.6%
Q4 2025 季度申報顯示，RBA Wealth Management, LLC 揭露的美股組合總市值為 US$2.7億，涵蓋 94 個不同之權益投資部位。
在 Q4 2025，RBA Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 28 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
整體而言，RBA Wealth Management, LLC 的前 5 大持股（包含 GOOGL, AAPL, AVGO）貢獻了組合市值的 19.6%，形成該機構在 Q4 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.26% | -1.56% | -7.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.72% | -0.06% | -1.85% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.60% | -0.49% | -2.38% | |
| 4 | CMI | Cummins Inc | 股票-工業 | 3.29% | -1.54% | -3.54% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.28% | -0.58% | |
| 6 | ASML | ASML Holding N.V. | 股票-科技 | 2.69% | +0.66% | -0.56% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 2.50% | +0.57% | -0.40% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.40% | +0.07% | -1.90% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.38% | -0.27% | +0.59% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.38% | +0.85% | +0.31% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.35% | -0.82% | +0.29% | |
| 12 | EWBC | East West Bancorp Inc | 股票-金融 | 2.28% | +0.36% | +0.30% | |
| 13 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.16% | -0.43% | +1.26% | |
| 14 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.14% | -0.13% | +1.06% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.12% | -0.16% | +2.41% | |
| 16 | MET | Metlife Inc | 股票-金融 | 2.11% | +0.19% | +1.10% | |
| 17 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.01% | -0.32% | +0.32% | |
| 18 | FOX | Fox CORP - Class B | 股票-通訊服務 | 2.00% | -0.20% | — | |
| 19 | FLS | Flowserve CORP | 股票-工業 | 1.98% | -0.14% | +0.78% | |
| 20 | URI | United Rentals Inc | 股票-工業 | 1.98% | +0.93% | +0.53% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | +0.24% | +856.44% | |
| 22 | SNPS | Synopsys Inc | 股票-科技 | 1.87% | +0.01% | +3.68% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 1.82% | +0.47% | +0.82% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.77% | -0.17% | +0.36% | |
| 25 | P | Everpure Inc-a | 股票-科技 | 1.77% | +0.57% | +9.33% | |
| 26 | AZO | Autozone Inc | 股票-循環性消費 | 1.75% | -1.87% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.74% | -0.09% | +6.90% | |
| 28 | AEP | American Electric Power | 股票-公用事業 | 1.67% | -0.03% | +2.47% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.63% | -0.24% | EXIT | |
| 30 | CCK | Crown Holdings Inc | 股票-循環性消費 | 1.62% | +0.17% | — | |
| 31 | PLD | Prologis Inc | 股票-房地產 | 1.61% | -0.14% | -0.65% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 1.59% | -0.33% | +1.23% | |
| 33 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.55% | +0.31% | +3.44% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 1.44% | — | +1.50% | |
| 35 | APTV | Aptiv PLC | 股票-循環性消費 | 1.37% | +1.39% | NEW | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.35% | +0.30% | — | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.34% | +0.01% | -13.81% | |
| 38 | TRGP | Targa Resources CORP | 股票-能源 | 1.34% | -0.24% | EXIT | |
| 39 | PVH | Pvh CORP | 股票-循環性消費 | 1.34% | +0.11% | -1.56% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.27% | +0.02% | +864.45% | |
| 41 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.21% | -0.16% | +16.29% | |
| 42 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.15% | +0.47% | +3.12% | |
| 43 | CI | THE Cigna Group | 股票-醫療保健 | 1.12% | +0.93% | -8.55% | |
| 44 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 1.07% | — | -10.59% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.66% | -9.50% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.78% | -0.19% | +0.33% | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | +0.01% | +4.54% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +2.03% | |
| 49 | VICI | Vici Properties Inc | 股票-房地產 | 0.61% | -0.06% | +1.64% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.56% | +0.01% | +0.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +856.44% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +864.45% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -7.28% | 減碼 |
| 4 | AMAT | Applied Materials Inc | +0.5% | -0.40% | 減碼 |
| 5 | FLS | Flowserve CORP | +0.5% | +0.78% | 加碼 |
| 6 | CMI | Cummins Inc | +0.4% | -3.54% | 減碼 |
| 7 | ASML | ASML Holding N.V. | +0.2% | -0.56% | 減碼 |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | +0.29% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.31% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.2% | +1.23% | 加碼 |
| 11 | PLD | Prologis Inc | +0.1% | -0.65% | 減碼 |
| 12 | AAPL | Apple Inc | +0.1% | -1.85% | 減碼 |
| 13 | ACGL | Arch Capital Group Ltd. | +0.1% | +1.06% | 加碼 |
| 14 | TRGP | Targa Resources CORP | +0.1% | -1.29% | 減碼 |
| 15 | EWBC | East West Bancorp Inc | +0.1% | +0.30% | 加碼 |
| 16 | AEP | American Electric Power | +0.1% | +2.47% | 加碼 |
| 17 | CBOE | Cboe Global Markets Inc | 0% | +1.26% | 加碼 |
| 18 | QCOM | Qualcomm Inc | 0% | +0.82% | 加碼 |
| 19 | INGR | Ingredion Inc | 0% | +16.29% | 加碼 |
| 20 | AVGO | Broadcom Inc | 0% | -2.38% | 減碼 |
| 21 | BND | Vanguard Total Bond Market | 0% | +4.54% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | 0% | +0.38% | 加碼 |
| 23 | MDT | Medtronic plc | 0% | +0.36% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | 0% | -2.68% | 減碼 |
| 25 | NXPI | NXP Semiconductors N.V. | 0% | +3.12% | 加碼 |
| 26 | EOG | Eog Resources Inc | -0.1% | +0.33% | 加碼 |
| 27 | SNPS | Synopsys Inc | -0.1% | +3.68% | 加碼 |
| 28 | BSX | Boston Scientific CORP | -0.1% | +0.32% | 加碼 |
| 29 | VICI | Vici Properties Inc | -0.1% | +1.64% | 加碼 |
| 30 | MET | Metlife Inc | -0.1% | +1.10% | 加碼 |
| 31 | CI | THE Cigna Group | -0.2% | -8.55% | 減碼 |
| 32 | APTV | Aptiv PLC | -0.2% | +1.88% | 加碼 |
| 33 | BDX | Becton Dickinson And Co | -0.2% | -13.81% | 減碼 |
| 34 | META | Meta Platforms Inc-class A | -0.2% | +2.41% | 加碼 |
| 35 | TMUS | T-mobile US Inc | -0.3% | +3.44% | 加碼 |
| 36 | HD | Home Depot Inc | -0.3% | +1.63% | 加碼 |
| 37 | P | Everpure Inc-a | -0.3% | +9.33% | 加碼 |
| 38 | MSFT | Microsoft CORP | -0.3% | -0.58% | 減碼 |
| 39 | MHK | Mohawk Industries Inc | -0.4% | -10.59% | 減碼 |
| 40 | URI | United Rentals Inc | -0.4% | +0.53% | 加碼 |
| 41 | PVH | Pvh CORP | -0.4% | -1.56% | 減碼 |
| 42 | AZO | Autozone Inc | -0.5% | +0.07% | 加碼 |
| 43 | EA | Electronic Arts Inc | -1.9% | -95.33% | 減碼 |
| 44 | FOX | Fox CORP - Class B | — | NEW | 新建倉 |
| 45 | EXP | Eagle Materials Inc | — | EXIT | 清倉 |
| 46 | CCK | Crown Holdings Inc | — | NEW | 新建倉 |
| 47 | FIS | Fidelity National Info Serv | — | EXIT | 清倉 |
| 48 | NRG | Nrg Energy Inc | — | EXIT | 清倉 |
| 49 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | 新建倉 |
| 50 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，RBA Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 94 個公開持股部位。
在 Q4 2025 季度，RBA Wealth Management, LLC 按市值排列的前三大核心持股分別為：GOOGL (4.3%)、AAPL (3.7%)、AVGO (3.6%)。其中最大持股部位 GOOGL 佔據整體投資組合約 4.3% 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
FOX
市值: US$591.5萬
本季最大獲利了結 / 清倉標的
EXP
前期市值: US$532.0萬
在 Q4 2025 季度中，RBA Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 28 個部位、減碼 15 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FOX。 本季清倉部位包含 EXP。
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。