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: 0001569833
申報總市值
US$4.7億
US$4.7億
93 檔
32.8%
在 Q4 2024 申報期間，Rothschild Capital Partners, LLC（CIK: 0001569833）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$4.7億，共持有 93 個公開申報部位。
Q4 2024 數據顯示 Rothschild Capital Partners, LLC 積極進場，新開立 47 個部位並同步加碼 27 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，Rothschild Capital Partners, LLC 的前 5 大核心持股（包含 AAPL, AMZN, JPM 等）合計佔整體申報市值的 32.8%，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 | AAPL | Apple Inc | 股票-科技 | 11.90% | -0.01% | +9.18% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.38% | -0.11% | +9.34% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.41% | -0.15% | +5.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.72% | -0.65% | +19.03% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.67% | +0.77% | -29.50% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.41% | +0.70% | +41.34% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-其他 | 5.34% | +0.02% | +11.57% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.39% | -1.80% | +0.34% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 3.73% | -0.36% | +18.60% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.61% | +0.06% | NEW | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.57% | -0.46% | +19.83% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 3.17% | -0.02% | +10.95% | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 3.12% | -0.29% | +0.70% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.07% | +2.44% | — | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.32% | +0.01% | +21.80% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.13% | +0.02% | -0.10% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.12% | +0.21% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.94% | +0.20% | — | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.77% | -0.32% | — | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.67% | — | +0.03% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.50% | — | +0.10% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.31% | — | — | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.16% | +0.12% | +14.87% | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 0.92% | -0.19% | -1.83% | |
| 25 | DCI | Donaldson Co Inc | 股票-工業 | 0.89% | -0.07% | — | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.85% | -0.08% | -44.50% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.08% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | +0.14% | +10.96% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.47% | +0.08% | NEW | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | +0.25% | -2.38% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | -0.15% | — | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.34% | +0.02% | — | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.31% | +0.72% | NEW | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | -0.02% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.19% | +0.01% | +0.31% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.18% | +0.07% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.15% | +0.02% | -6.30% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | -0.06% | — | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.15% | -0.18% | — | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.15% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.14% | +0.06% | +5.36% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.13% | +0.05% | -2.26% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.12% | — | — | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.12% | — | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.12% | — | — | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.12% | -0.13% | — | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.12% | — | — | |
| 48 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.12% | — | — | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.12% | +0.05% | +18.61% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.12% | -0.02% | +17.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLY | Ss Consumer Disc Select Sect | +1.9% | +114.19% | 加碼 |
| 2 | BLK | Blackrock Inc | +1.3% | NEW | 新建倉 |
| 3 | XLK | Ss Technology Select Sector | +1.1% | +41.34% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.8% | +9.34% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.7% | NEW | 新建倉 |
| 6 | XLF | Ss Financial Select Sector | +0.5% | NEW | 新建倉 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | NEW | 新建倉 |
| 8 | AVGO | Broadcom Inc | +0.3% | NEW | 新建倉 |
| 9 | V | Visa Inc-class A Shares | +0.3% | +10.95% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.3% | NEW | 新建倉 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | NEW | 新建倉 |
| 12 | AAPL | Apple Inc | +0.2% | +9.18% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +5.06% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.2% | NEW | 新建倉 |
| 15 | XOM | Exxon Mobil CORP | +0.2% | NEW | 新建倉 |
| 16 | NFLX | Netflix Inc | +0.2% | NEW | 新建倉 |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | NEW | 新建倉 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建倉 |
| 19 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 20 | COST | Costco Wholesale CORP | +0.1% | NEW | 新建倉 |
| 21 | WMT | Walmart Inc | +0.1% | NEW | 新建倉 |
| 22 | HD | Home Depot Inc | +0.1% | NEW | 新建倉 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建倉 |
| 24 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 25 | ABBV | Abbvie Inc | +0.1% | NEW | 新建倉 |
| 26 | NOW | Servicenow Inc | +0.1% | NEW | 新建倉 |
| 27 | BSX | Boston Scientific CORP | +0.1% | NEW | 新建倉 |
| 28 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | 新建倉 |
| 29 | MSFT | Microsoft CORP | +0.1% | +19.03% | 加碼 |
| 30 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 31 | FISV | Fiserv Inc | +0.1% | NEW | 新建倉 |
| 32 | KO | Coca-cola Co/the | +0.1% | NEW | 新建倉 |
| 33 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | 新建倉 |
| 34 | CSCO | Cisco Systems Inc | +0.1% | NEW | 新建倉 |
| 35 | ADP | Automatic Data Processing | +0.1% | NEW | 新建倉 |
| 36 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建倉 |
| 37 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 38 | SYK | Stryker CORP | +0.1% | NEW | 新建倉 |
| 39 | KKR | Kkr & Co Inc | +0.1% | NEW | 新建倉 |
| 40 | MRSH | Marsh & Mclennan Cos | +0.1% | NEW | 新建倉 |
| 41 | SCHW | Schwab (charles) CORP | +0.1% | NEW | 新建倉 |
| 42 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 43 | CAT | Caterpillar Inc | +0.1% | NEW | 新建倉 |
| 44 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 45 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 46 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 47 | AXP | American Express Co | +0.1% | NEW | 新建倉 |
| 48 | SPGI | S&p Global Inc | +0.1% | NEW | 新建倉 |
| 49 | TJX | Tjx Companies Inc | +0.1% | NEW | 新建倉 |
| 50 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Rothschild Capital Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.7億，共申報了 93 個公開持股部位。
在 Q4 2024 季度，Rothschild Capital Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (11.9%)、AMZN (7.4%)、JPM (6.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.9% 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
BLK
市值: US$539.1萬
本季最大獲利了結 / 清倉標的
SH1USD
前期市值: US$475.8萬
在 Q4 2024 季度中，Rothschild Capital Partners, LLC 共進行了 91 項持倉異動，包含新建倉 47 個部位、加碼 27 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 SH1USD。
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。