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: 0000085338
申報總市值
US$26.8億
US$26.8億
3427 檔
10.5%
在 Q4 2025 申報期間，Rothschild Investment LLC（CIK: 0000085338）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$26.8億，共持有 3427 個公開申報部位。
數據顯示 Rothschild Investment LLC 於 Q4 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, GOOGL）累計市值佔比達 10.5%，是驅動 Rothschild Investment LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 3427 檔）
| # | 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 | 4.30% | -0.17% | -1.36% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.83% | +0.15% | -2.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.93% | -0.06% | -2.61% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.24% | -1.61% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.10% | -0.74% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.76% | -0.31% | -1.13% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 1.66% | -0.17% | -1.64% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.60% | -0.27% | +0.26% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.53% | +0.15% | -7.50% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.45% | -0.04% | +2.50% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.25% | -0.06% | -2.41% | |
| 12 | CGDG | Cap Group Dividend Growers | ETF-其他 | 1.17% | -0.28% | +4.10% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.32% | -0.92% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.20% | -0.19% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.34% | -3.98% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.05% | -0.19% | +2.67% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.05% | -0.27% | +1.14% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.05% | -0.12% | +2.50% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.05% | -0.27% | -1.52% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | -0.20% | +3.73% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | -0.08% | -2.65% | |
| 22 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 1.00% | -0.32% | +6.34% | |
| 23 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.95% | -0.23% | +6.59% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -1.25% | EXIT | |
| 25 | GD | General Dynamics CORP | 股票-工業 | 0.88% | -0.07% | -1.76% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.82% | -0.10% | -1.24% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.15% | -2.74% | |
| 28 | GE | General Electric | 股票-工業 | 0.79% | +0.04% | -2.24% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.05% | -1.15% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.57% | -2.41% | |
| 31 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.75% | -0.10% | +2.30% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.70% | +0.04% | -18.37% | |
| 33 | ITW | Illinois Tool Works | 股票-工業 | 0.67% | -0.40% | -1.02% | |
| 34 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.66% | -0.12% | -3.84% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.65% | -0.75% | EXIT | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.65% | -0.11% | +0.15% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | +0.05% | -0.95% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | -0.09% | +13.50% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.62% | -0.39% | +1003.80% | |
| 40 | AIG | American International Group | 股票-金融 | 0.61% | -0.10% | -2.06% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.20% | +1.63% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.12% | +0.91% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.60% | -0.09% | +4.34% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.59% | +0.01% | -1.29% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.55% | -0.04% | -2.19% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.54% | -0.03% | +7.09% | |
| 47 | PAVE | Global X US Infrastructure | ETF-其他 | 0.54% | -0.10% | +10700.42% | |
| 48 | CGGO | Cap Group Global Growth | ETF-其他 | 0.52% | — | +13.87% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | +0.02% | -1.63% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.17% | -9.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.61% | 減碼 |
| 2 | PAVE | Global X US Infrastructure | +0.5% | +10700.42% | 加碼 |
| 3 | TOST | Toast Inc-class A | +0.3% | +37076.63% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.50% | 減碼 |
| 5 | STBF | Perf Trust Short Term Bd ETF | +0.2% | +528.50% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +1.63% | 加碼 |
| 7 | EXLS | Exlservice Holdings Inc | +0.1% | +2882.98% | 加碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +43.86% | 加碼 |
| 9 | AMGN | Amgen Inc | +0.1% | -1.52% | 減碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.24% | 減碼 |
| 11 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +68.04% | 加碼 |
| 12 | AMD | Advanced Micro Devices | +0.1% | -1.41% | 減碼 |
| 13 | HII | Huntington Ingalls Industrie | +0.1% | +478.06% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.92% | 減碼 |
| 15 | FYLD | Cambria Foreign Shareholder | +0.1% | +6.34% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +2.50% | 加碼 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -3.60% | 減碼 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +32.63% | 加碼 |
| 19 | AIOT | Powerfleet Inc | +0.1% | +122848.50% | 加碼 |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.50% | 加碼 |
| 21 | CGGO | Cap Group Global Growth | +0.1% | +13.87% | 加碼 |
| 22 | NUE | Nucor CORP | +0.1% | -0.63% | 減碼 |
| 23 | AAPL | Apple Inc | +0.1% | -2.47% | 減碼 |
| 24 | CGDG | Cap Group Dividend Growers | +0.1% | +4.10% | 加碼 |
| 25 | SYLD | Cambria Shareholder Yield Et | +0.1% | +6.59% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.95% | 減碼 |
| 27 | PRF | Invesco Rafi US 1000 ETF | 0% | +0.26% | 加碼 |
| 28 | PFF | Ishares Preferred & Income S | -0.1% | -37.62% | 減碼 |
| 29 | PSA | Public Storage | -0.1% | -7.70% | 減碼 |
| 30 | HON | Honeywell International Inc | -0.1% | -1.60% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -10.07% | 減碼 |
| 32 | CVX | Chevron CORP | -0.1% | -3.98% | 減碼 |
| 33 | NTNX | Nutanix Inc - A | -0.1% | -15.69% | 減碼 |
| 34 | CIEN | Ciena CORP | -0.1% | -88.91% | 減碼 |
| 35 | NFLX | Netflix Inc | -0.1% | +1003.80% | 加碼 |
| 36 | PANW | Palo Alto Networks Inc | -0.1% | -2.41% | 減碼 |
| 37 | HD | Home Depot Inc | -0.1% | -1.63% | 減碼 |
| 38 | DLR | Digital Realty Trust Inc | -0.1% | -3.84% | 減碼 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -2.65% | 減碼 |
| 40 | ARE | Alexandria Real Estate Equit | -0.1% | -99.12% | 減碼 |
| 41 | NKE | Nike Inc -cl B | -0.1% | -12.43% | 減碼 |
| 42 | META | Meta Platforms Inc-class A | -0.2% | -0.19% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.2% | -0.74% | 減碼 |
| 44 | BX | Blackstone Inc | -0.3% | -1.64% | 減碼 |
| 45 | APO | Apollo Global Management Inc | -0.3% | -80.82% | 減碼 |
| 46 | FWRD | Forward Air CORP | -0.3% | -74.06% | 減碼 |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -98.35% | 減碼 |
| 48 | ORCL | Oracle CORP | -0.4% | -2.74% | 減碼 |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | 新建倉 |
| 50 | USEW | Cambria US Ew ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Rothschild Investment LLC 在 Q4 2025 季度的美股持倉總市值約為 US$26.8億，共申報了 3427 個公開持股部位。
在 Q4 2025 季度，Rothschild Investment LLC 按市值排列的前三大核心持股分別為：NVDA (4.3%)、AAPL (3.8%)、GOOGL (2.9%)。其中最大持股部位 NVDA 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
TCHP
市值: US$211.8萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$6694.9萬
在 Q4 2025 季度中，Rothschild Investment LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 TCHP。
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。