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
105 檔
35.6%
根據最新整理的 13F 季度數據集，Rockline Wealth Management, LLC 於 Q4 2025 結束時的管理資產規模為 US$5.2億。該機構在本季度申報了 105 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Rockline Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 34 個既有持股進行加碼（合計增持 39 檔），相較減碼與清倉部位顯著佔優。
整體而言，Rockline Wealth Management, LLC 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 35.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 15.78% | -0.18% | -0.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.81% | -0.01% | +0.53% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.67% | -0.52% | +2.15% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.49% | -0.64% | +2.80% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.16% | -1.19% | +1.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.09% | +0.37% | +3.44% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.85% | +0.33% | +1.35% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.39% | -0.22% | +5.35% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.31% | -0.12% | +2.50% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 2.16% | -0.29% | +0.47% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.12% | +0.06% | +2.04% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | -0.01% | +1.26% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 2.03% | +2.05% | +4.11% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.86% | -0.47% | -0.46% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.71% | -0.38% | +2.67% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.62% | -0.02% | +12.32% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.54% | — | +1.23% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.40% | -0.21% | +0.91% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.35% | -0.14% | +1.98% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.27% | -0.09% | +0.70% | |
| 21 | GD | General Dynamics CORP | 股票-工業 | 1.23% | -0.13% | +2.92% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.19% | -0.04% | EXIT | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.14% | -0.07% | +2.73% | |
| 24 | WM | Waste Management Inc | 股票-工業 | 1.12% | -0.20% | +3.06% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.12% | -0.30% | +2.57% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.09% | -0.10% | -7.23% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.06% | +0.57% | +7.61% | |
| 28 | KTOS | Kratos Defense & Security | 股票-工業 | 1.03% | -0.93% | +15.34% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 1.02% | -0.38% | +1004.42% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.99% | -0.21% | +1.95% | |
| 31 | ITW | Illinois Tool Works | 股票-工業 | 0.94% | -0.11% | +1.90% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.12% | -0.32% | |
| 33 | DOV | Dover CORP | 股票-工業 | 0.86% | -0.08% | +1.08% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.81% | -0.15% | +5.20% | |
| 35 | NUE | Nucor CORP | 股票-原物料 | 0.81% | +0.13% | +3.90% | |
| 36 | AEP | American Electric Power | 股票-公用事業 | 0.78% | -0.09% | +3.66% | |
| 37 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.73% | -0.03% | +2.50% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.73% | +0.01% | +4.31% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | — | +1.67% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.31% | +6.60% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.05% | EXIT | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.66% | -0.18% | +5.55% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.63% | -0.02% | +18.84% | |
| 44 | SO | Southern Co/the | 股票-公用事業 | 0.61% | -0.10% | +2.54% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.60% | -0.16% | +2.70% | |
| 46 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.59% | +0.35% | +7.63% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.57% | -0.19% | +0.62% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.24% | +7.63% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.48% | — | +2.16% | |
| 50 | MCO | Moody's CORP | 股票-金融 | 0.45% | — | +8.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +3.44% | 加碼 |
| 2 | LRCX | Lam Research CORP | +0.5% | +4.11% | 加碼 |
| 3 | AAPL | Apple Inc | +0.4% | +0.53% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.2% | +1.35% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.2% | +12.32% | 加碼 |
| 6 | NUE | Nucor CORP | +0.2% | +3.90% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +1.98% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -7.23% | 減碼 |
| 9 | DOV | Dover CORP | +0.1% | +1.08% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +2.04% | 加碼 |
| 11 | RTX | Rtx CORP | +0.1% | +0.91% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | -0.46% | 減碼 |
| 13 | SPGI | S&p Global Inc | +0.1% | +2.36% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +6.60% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +2.50% | 加碼 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +7.63% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.11% | 減碼 |
| 18 | NEE | Nextera Energy Inc | +0.1% | +1.95% | 加碼 |
| 19 | CRM | Salesforce Inc | +0.1% | +0.79% | 加碼 |
| 20 | MCO | Moody's CORP | +0.1% | +8.31% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +1.26% | 加碼 |
| 22 | PNC | Pnc Financial Services Group | +0.1% | +4.31% | 加碼 |
| 23 | AEP | American Electric Power | 0% | +3.66% | 加碼 |
| 24 | VST | Vistra CORP | -0.1% | +9.77% | 加碼 |
| 25 | CRWV | Coreweave Inc-cl A | -0.1% | +27.05% | 加碼 |
| 26 | KTOS | Kratos Defense & Security | -0.1% | +15.34% | 加碼 |
| 27 | PM | Philip Morris International | -0.1% | -56.95% | 減碼 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -0.32% | 減碼 |
| 29 | KMB | Kimberly-clark CORP | -0.1% | +2.57% | 加碼 |
| 30 | GPC | Genuine Parts Co | -0.1% | +2.50% | 加碼 |
| 31 | COST | Costco Wholesale CORP | -0.1% | +2.67% | 加碼 |
| 32 | ADP | Automatic Data Processing | -0.1% | +1.67% | 加碼 |
| 33 | PLTR | Palantir Technologies Inc-a | -0.1% | +1.47% | 加碼 |
| 34 | BX | Blackstone Inc | -0.2% | +0.70% | 加碼 |
| 35 | NFLX | Netflix Inc | -0.2% | +1004.42% | 加碼 |
| 36 | NVDA | Nvidia CORP | -0.3% | -0.31% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.4% | +2.15% | 加碼 |
| 38 | HD | Home Depot Inc | -0.4% | +0.47% | 加碼 |
| 39 | META | Meta Platforms Inc-class A | -0.5% | +2.80% | 加碼 |
| 40 | ORCL | Oracle CORP | -0.9% | +5.35% | 加碼 |
| 41 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 42 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 43 | MSI | Motorola Solutions Inc | — | EXIT | 清倉 |
| 44 | MO | Altria Group Inc | — | EXIT | 清倉 |
| 45 | CAVA | Cava Group Inc | — | NEW | 新建倉 |
| 46 | APD | Air Products & Chemicals Inc | — | EXIT | 清倉 |
| 47 | GLD | Spdr Gold Shares | — | NEW | 新建倉 |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | 清倉 |
| 49 | MU | Micron Technology Inc | — | NEW | 新建倉 |
| 50 | EW | Edwards Lifesciences CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Rockline Wealth Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 105 個公開持股部位。
在 Q4 2025 季度，Rockline Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (15.8%)、AAPL (7.8%)、MSFT (5.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 15.8% 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
AMD
市值: US$55.1萬
本季最大獲利了結 / 清倉標的
MSI
前期市值: US$35.9萬
在 Q4 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 34 個部位、減碼 6 個部位以及清倉 5 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 MSI。
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。