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: 0002005098
申報總市值
US$5.2億
US$5.2億
98 檔
30.8%
截至 Q2 2025 季度末，Rockline Wealth Management, LLC 的美股持倉估值約為 US$5.2億，全數申報部位共有 98 檔。
觀察 Q2 2025 的申報異動，Rockline Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 38 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。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 30.8%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 15.46% | -0.18% | -1.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.84% | -0.01% | -1.69% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.60% | -0.52% | +0.20% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.41% | -0.64% | +4.99% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.79% | -1.19% | +5.71% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.93% | +0.33% | +2.41% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.76% | -0.22% | +5.31% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.63% | -0.29% | +0.11% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.46% | +0.37% | +3.72% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | -0.12% | +0.34% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.26% | -0.01% | +3.02% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.25% | +0.06% | +2.31% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.17% | -0.38% | +2.03% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.88% | -0.47% | +66.79% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.43% | — | +0.66% | |
| 16 | BX | Blackstone Inc | 股票-金融 | 1.41% | -0.09% | +0.21% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.37% | -0.38% | +7.28% | |
| 18 | WM | Waste Management Inc | 股票-工業 | 1.31% | -0.20% | +0.70% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.26% | -0.04% | EXIT | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.23% | -0.21% | +1.55% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.20% | -0.30% | +0.70% | |
| 22 | GD | General Dynamics CORP | 股票-工業 | 1.18% | -0.13% | +0.39% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | -0.12% | +0.09% | |
| 24 | LRCX | Lam Research CORP | 股票-科技 | 1.17% | +2.05% | +5.97% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 1.16% | -0.07% | +5.00% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.15% | +0.57% | +7.22% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.14% | +1.29% | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 1.07% | -0.11% | +0.10% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.03% | -0.10% | -2.86% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 1.02% | — | +0.98% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 1.01% | -0.02% | +11.23% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.00% | -0.21% | -0.09% | |
| 33 | DOV | Dover CORP | 股票-工業 | 0.93% | -0.08% | -0.92% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.05% | EXIT | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.82% | -0.15% | +0.05% | |
| 36 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.80% | -0.03% | +0.94% | |
| 37 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.78% | — | +3.55% | |
| 38 | AEP | American Electric Power | 股票-公用事業 | 0.75% | -0.09% | +1.35% | |
| 39 | SO | Southern Co/the | 股票-公用事業 | 0.72% | -0.10% | +1.10% | |
| 40 | NUE | Nucor CORP | 股票-原物料 | 0.71% | +0.13% | -0.53% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.70% | +0.01% | +0.51% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.69% | +0.24% | +1.08% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.31% | -0.11% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | -0.19% | +1.76% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | +0.01% | +7.61% | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.65% | -0.18% | -1.69% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | -0.16% | -0.75% | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.55% | — | +1.31% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.54% | — | +1.92% | |
| 50 | UBER | Uber Technologies Inc | 股票-工業 | 0.51% | -0.02% | +26.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | -1.34% | 減碼 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.2% | +5.71% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.9% | +2.41% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.8% | +5.31% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.8% | +0.20% | 加碼 |
| 6 | WMT | Walmart Inc | +0.7% | +66.79% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.7% | +4.99% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.3% | +7.28% | 加碼 |
| 9 | CRWV | Coreweave Inc-cl A | +0.2% | NEW | 新建倉 |
| 10 | LRCX | Lam Research CORP | +0.2% | +5.97% | 加碼 |
| 11 | VST | Vistra CORP | +0.2% | +10.68% | 加碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | +10.48% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +11.23% | 加碼 |
| 14 | UBER | Uber Technologies Inc | +0.1% | +26.53% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +7.22% | 加碼 |
| 16 | MSI | Motorola Solutions Inc | +0.1% | NEW | 新建倉 |
| 17 | NOW | Servicenow Inc | +0.1% | +7.17% | 加碼 |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | — | 不變 |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | 新建倉 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建倉 |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 22 | INTU | Intuit Inc | 0% | +11.88% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +0.34% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +3.72% | 加碼 |
| 25 | AMZN | Amazon.com Inc | 0% | +2.31% | 加碼 |
| 26 | CMG | Chipotle Mexican Grill Inc | 0% | +3.55% | 加碼 |
| 27 | TXN | Texas Instruments Inc | 0% | +1.08% | 加碼 |
| 28 | MCO | Moody's CORP | 0% | +6.97% | 加碼 |
| 29 | RTX | Rtx CORP | -0.1% | +1.55% | 加碼 |
| 30 | CB | Chubb Limited | -0.1% | EXIT | 清倉 |
| 31 | YUM | Yum! Brands Inc | -0.1% | EXIT | 清倉 |
| 32 | OKE | Oneok Inc | -0.1% | EXIT | 清倉 |
| 33 | CRM | Salesforce Inc | -0.1% | +5.45% | 加碼 |
| 34 | MA | Mastercard Inc - A | -0.1% | +5.00% | 加碼 |
| 35 | GD | General Dynamics CORP | -0.1% | +0.39% | 加碼 |
| 36 | CAVA | Cava Group Inc | -0.1% | EXIT | 清倉 |
| 37 | SPGI | S&p Global Inc | -0.1% | +3.41% | 加碼 |
| 38 | BX | Blackstone Inc | -0.1% | +0.21% | 加碼 |
| 39 | PEP | Pepsico Inc | -0.2% | -0.75% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -0.11% | 減碼 |
| 41 | COST | Costco Wholesale CORP | -0.2% | +2.03% | 加碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | EXIT | 清倉 |
| 43 | V | Visa Inc-class A Shares | -0.3% | +3.02% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.3% | +1.29% | 加碼 |
| 45 | MCD | Mcdonald's CORP | -0.3% | +0.70% | 加碼 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | +0.09% | 加碼 |
| 47 | MRK | Merck & Co. Inc. | -0.4% | -2.86% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.5% | +0.66% | 加碼 |
| 49 | TGT | Target CORP | -1% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -2% | -1.69% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Rockline Wealth Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 98 個公開持股部位。
在 Q2 2025 季度，Rockline Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (15.5%)、AAPL (6.8%)、MSFT (6.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 15.5% 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
CRWV
市值: US$95.1萬
本季最大獲利了結 / 清倉標的
TGT
前期市值: US$340.9萬
在 Q2 2025 季度中，Rockline Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 33 個部位、減碼 5 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CRWV。 本季清倉部位包含 TGT。
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。