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
103 檔
35.8%
在 Q3 2025 的 13F 官方備案中，Rockline Wealth Management, LLC 管理的美股投資組合規模來到 US$5.2億，整體持股檔數為 103 檔。
Rockline Wealth Management, LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 33 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Rockline Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 35.8%，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 | NVDA | Nvidia CORP | 股票-科技 | 16.08% | -0.18% | +0.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.39% | -0.01% | -0.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.03% | -0.52% | +0.31% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.94% | -0.64% | +4.84% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.27% | -1.19% | -3.89% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.67% | +0.33% | +19.84% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.32% | -0.22% | +6.95% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.12% | +0.37% | +5.50% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.57% | -0.29% | +0.83% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | -0.12% | +0.75% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | -0.01% | +5.66% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.01% | +0.06% | +2.01% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.81% | -0.38% | +1.96% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.76% | -0.47% | +1.44% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.57% | — | +0.32% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 1.55% | +2.05% | +9.60% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.45% | -0.02% | +16.94% | |
| 18 | BX | Blackstone Inc | 股票-金融 | 1.42% | -0.09% | +0.22% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.29% | -0.21% | +4.50% | |
| 20 | GD | General Dynamics CORP | 股票-工業 | 1.23% | -0.13% | +2.00% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | -0.14% | -0.32% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 1.20% | -0.38% | +11.24% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.07% | +8.54% | |
| 24 | WM | Waste Management Inc | 股票-工業 | 1.11% | -0.20% | +0.43% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.11% | +0.57% | +11.00% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.10% | -0.30% | +1.02% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 1.10% | -0.04% | EXIT | |
| 28 | KTOS | Kratos Defense & Security | 股票-工業 | 1.10% | -0.93% | — | |
| 29 | ITW | Illinois Tool Works | 股票-工業 | 1.00% | -0.11% | +1.26% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | -0.10% | -0.54% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | -0.12% | -4.03% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.93% | -0.21% | -2.37% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.83% | — | -2.35% | |
| 34 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.82% | -0.03% | +2.29% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.81% | -0.15% | +0.79% | |
| 36 | AEP | American Electric Power | 股票-公用事業 | 0.75% | -0.09% | +4.94% | |
| 37 | DOV | Dover CORP | 股票-工業 | 0.74% | -0.08% | -0.74% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.68% | +0.01% | +2.52% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.67% | -0.18% | +3.66% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.65% | -0.10% | +0.11% | |
| 41 | NUE | Nucor CORP | 股票-原物料 | 0.65% | +0.13% | +0.99% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.65% | -0.02% | +39.41% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.31% | +2.77% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.62% | -0.19% | +3.02% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.05% | EXIT | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.58% | -0.16% | +1.25% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.24% | +2.80% | |
| 48 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.52% | +0.35% | +17.60% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.49% | — | +2.37% | |
| 50 | VST | Vistra CORP | 股票-公用事業 | 0.49% | -0.11% | +16.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.4% | +0.63% | 減碼 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.7% | -3.89% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.6% | +19.84% | 加碼 |
| 4 | ORCL | Oracle CORP | +1.4% | +6.95% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | +5.50% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.6% | +9.60% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.6% | +16.94% | 加碼 |
| 8 | WMT | Walmart Inc | +0.6% | +1.44% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.3% | +39.41% | 加碼 |
| 10 | VRT | Vertiv Holdings Co-a | +0.3% | +17.60% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +4.84% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.2% | +0.31% | 加碼 |
| 13 | VST | Vistra CORP | +0.2% | +16.40% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.2% | +11.24% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +11.00% | 加碼 |
| 16 | INTU | Intuit Inc | +0.1% | +44.33% | 加碼 |
| 17 | NOW | Servicenow Inc | 0% | +21.40% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | 減碼 |
| 19 | RTX | Rtx CORP | — | +4.50% | 加碼 |
| 20 | MCO | Moody's CORP | 0% | +19.43% | 加碼 |
| 21 | GD | General Dynamics CORP | -0.1% | +2.00% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +0.75% | 加碼 |
| 23 | GPC | Genuine Parts Co | -0.1% | +2.29% | 加碼 |
| 24 | PNC | Pnc Financial Services Group | -0.1% | +2.52% | 加碼 |
| 25 | BX | Blackstone Inc | -0.1% | +0.22% | 加碼 |
| 26 | NUE | Nucor CORP | -0.1% | +0.99% | 加碼 |
| 27 | PSX | Phillips 66 | -0.1% | +3.66% | 加碼 |
| 28 | MA | Mastercard Inc - A | -0.2% | +8.54% | 加碼 |
| 29 | AEP | American Electric Power | -0.2% | +4.94% | 加碼 |
| 30 | AMZN | Amazon.com Inc | -0.2% | +2.01% | 加碼 |
| 31 | JNJ | Johnson & Johnson | -0.2% | -0.32% | 加碼 |
| 32 | SPGI | S&p Global Inc | -0.3% | +7.36% | 加碼 |
| 33 | ABBV | Abbvie Inc | -0.3% | +0.32% | 加碼 |
| 34 | CRM | Salesforce Inc | -0.4% | -8.49% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.5% | -0.54% | 減碼 |
| 36 | HD | Home Depot Inc | -0.5% | +0.83% | 加碼 |
| 37 | PG | Procter & Gamble Co/the | -0.5% | -4.03% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.5% | +5.66% | 加碼 |
| 39 | AAPL | Apple Inc | -1.5% | -0.51% | 減碼 |
| 40 | KTOS | Kratos Defense & Security | — | NEW | 新建倉 |
| 41 | TGT | Target CORP | — | EXIT | 清倉 |
| 42 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
| 43 | LLY | Eli Lilly & Co | — | EXIT | 清倉 |
| 44 | CRWV | Coreweave Inc-cl A | — | NEW | 新建倉 |
| 45 | TMO | Thermo Fisher Scientific Inc | — | EXIT | 清倉 |
| 46 | NOC | Northrop Grumman CORP | — | NEW | 新建倉 |
| 47 | CAVA | Cava Group Inc | — | EXIT | 清倉 |
| 48 | SMCI | Super Micro Computer Inc | — | EXIT | 清倉 |
| 49 | MSI | Motorola Solutions Inc | — | NEW | 新建倉 |
| 50 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Rockline Wealth Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 103 個公開持股部位。
在 Q3 2025 季度，Rockline Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (16.1%)、AAPL (7.4%)、MSFT (6.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 16.1% 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
KTOS
市值: US$529.2萬
本季最大獲利了結 / 清倉標的
TGT
前期市值: US$340.9萬
在 Q3 2025 季度中，Rockline Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 33 個部位、減碼 6 個部位以及清倉 6 個部位。 其中最大新建倉標的為 KTOS。 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。