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: 0001846991
申報總市值
US$7.8億
US$7.8億
326 檔
25.8%
在 Q4 2025 的 13F 官方備案中，Round Rock Advisors LLC 管理的美股投資組合規模來到 US$7.8億，整體持股檔數為 326 檔。
Q4 2025 數據顯示 Round Rock Advisors LLC 積極進場，新開立 42 個部位並同步加碼 94 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，Round Rock Advisors LLC 的前 5 大核心持股（包含 QQQ, JPST, VYM 等）合計佔整體申報市值的 25.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 326 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.49% | +0.79% | +0.64% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.86% | -0.81% | +2.41% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.64% | -0.48% | +1.52% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.78% | +2.02% | -1.87% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.37% | +0.13% | +1.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.14% | -0.11% | +1.18% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.74% | -0.12% | -4.45% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.59% | -0.01% | +1.26% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.40% | -0.07% | +3.27% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.35% | -0.24% | +2.66% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.27% | -5.91% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.16% | -0.35% | -5.00% | |
| 13 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-其他 | 1.85% | -0.12% | +42.21% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.76% | +0.06% | -7.28% | |
| 15 | NBSD | Neuberger Short Duration Inc | ETF-其他 | 1.75% | -0.25% | +35.11% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.34% | -0.05% | +2.32% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.29% | +0.14% | -37.59% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.29% | +0.22% | +94.50% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | +0.11% | -6.57% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | -0.12% | +113.63% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | -0.02% | +0.17% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.02% | +1.04% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | -0.10% | -4.32% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | -0.19% | +0.03% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | — | -15.03% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.58% | +0.01% | +0.40% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.26% | +0.46% | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.53% | -0.03% | +0.17% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.53% | +0.04% | +0.24% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.50% | +0.10% | -0.22% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | +0.02% | +2.04% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.41% | -0.05% | +0.11% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.41% | -0.07% | +0.09% | |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.40% | -0.07% | +0.16% | |
| 35 | FEIM | Frequency Electronics Inc | 股票-其他 | 0.39% | +0.08% | +152.47% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.39% | -0.07% | +0.04% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | +0.02% | +28.62% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.37% | -0.01% | +74.82% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.34% | +0.06% | +0.18% | |
| 40 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.34% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.13% | -1.59% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.32% | -0.05% | +12.31% | |
| 43 | EZBC | Franklin Bitcoin ETF | ETF-加密貨幣 | 0.31% | -0.33% | EXIT | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | -0.02% | -0.42% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.31% | -0.05% | +2.47% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.30% | +0.04% | -0.19% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.30% | +0.01% | +0.15% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.30% | -0.05% | +0.42% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | +8.70% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.29% | -0.31% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SDSI | Amer Cent Sh Dur Strat Inc | +0.5% | +42.21% | 加碼 |
| 2 | NBSD | Neuberger Short Duration Inc | +0.4% | +35.11% | 加碼 |
| 3 | FEIM | Frequency Electronics Inc | +0.3% | +152.47% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.28% | 減碼 |
| 5 | XLV | Ss Health Care Select Sector | +0.2% | +3.27% | 加碼 |
| 6 | LBRT | Liberty Energy Inc | +0.2% | +65.29% | 加碼 |
| 7 | SHLS | Shoals Technologies Group -a | +0.1% | +190.83% | 加碼 |
| 8 | NEOG | Neogen CORP | +0.1% | +520.84% | 加碼 |
| 9 | SMH | Vaneck Semiconductor ETF | +0.1% | -1.87% | 減碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.04% | 加碼 |
| 11 | IDR | Idaho Strategic Resources In | +0.1% | +44.98% | 加碼 |
| 12 | VTOL | Bristow Group Inc | +0.1% | +177.50% | 加碼 |
| 13 | MYFW | First Western Financial Inc | +0.1% | +125.60% | 加碼 |
| 14 | PLUS | Eplus Inc | +0.1% | +31.35% | 加碼 |
| 15 | PKE | Park Aerospace CORP | +0.1% | +64.47% | 加碼 |
| 16 | HAPN | Happen Inc | +0.1% | +58.94% | 加碼 |
| 17 | LZ | Legalzoomcom Inc | +0.1% | +62.62% | 加碼 |
| 18 | MD | Pediatrix Medical Group Inc | +0.1% | +150.80% | 加碼 |
| 19 | TCMD | Tactile Systems Technology I | +0.1% | +62.81% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +0.58% | 加碼 |
| 21 | OMCL | Omnicell Inc | +0.1% | +53.38% | 加碼 |
| 22 | PLPC | Preformed Line Products Co | +0.1% | +65.96% | 加碼 |
| 23 | TE | T1 Energy Inc | +0.1% | -7.06% | 減碼 |
| 24 | NPKI | Npk International Inc | +0.1% | +85.90% | 加碼 |
| 25 | ARRY | Array Technologies Inc | +0.1% | +54.05% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +28.62% | 加碼 |
| 27 | NWPX | Nwpx Infrastructure Inc | +0.1% | +52.88% | 加碼 |
| 28 | MYRG | Myr Group Inc/delaware | +0.1% | +59.92% | 加碼 |
| 29 | OPY | Oppenheimer Holdings-cl A | +0.1% | +62.92% | 加碼 |
| 30 | USLM | United States Lime & Mineral | +0.1% | +69.58% | 加碼 |
| 31 | CPSH | Cps Technologies CORP | +0.1% | +316.68% | 加碼 |
| 32 | CCLD | Carecloud Inc | +0.1% | +206.16% | 加碼 |
| 33 | NBBK | Nb Bancorp Inc | +0.1% | +52.80% | 加碼 |
| 34 | REX | Rex American Resources CORP | +0.1% | +49.16% | 加碼 |
| 35 | ALNT | Allient Inc | +0.1% | +48.74% | 加碼 |
| 36 | HROW | Harrow Inc | +0.1% | +67.66% | 加碼 |
| 37 | MYE | Myers Industries Inc | +0.1% | +67.32% | 加碼 |
| 38 | AMPH | Amphastar Pharmaceuticals In | +0.1% | +138.66% | 加碼 |
| 39 | VPG | Vishay Precision Group | +0.1% | +58.47% | 加碼 |
| 40 | COF | Capital One Financial CORP | 0% | +0.17% | 加碼 |
| 41 | GRBK | Green Brick Partners Inc | 0% | +51.79% | 加碼 |
| 42 | KRNT | Kornit Digital Ltd. | 0% | +67.59% | 加碼 |
| 43 | PBYI | Puma Biotechnology Inc | 0% | +60.62% | 加碼 |
| 44 | HCI | Hci Group Inc | 0% | +57.44% | 加碼 |
| 45 | ODC | Oil-dri CORP Of America | 0% | +72.06% | 加碼 |
| 46 | TRNS | Transcat Inc | 0% | +104.12% | 加碼 |
| 47 | PSMT | Pricesmart Inc | 0% | +51.84% | 加碼 |
| 48 | SNBRQ | Sleep Number CORP | 0% | +59.87% | 加碼 |
| 49 | CRAI | Cra International Inc | 0% | +51.35% | 加碼 |
| 50 | DVAX | Dynavax Technologies CORP | 0% | +60.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Round Rock Advisors LLC 在 Q4 2025 季度的美股持倉總市值約為 US$7.8億，共申報了 326 個公開持股部位。
在 Q4 2025 季度，Round Rock Advisors LLC 按市值排列的前三大核心持股分別為：QQQ (7.5%)、JPST (6.9%)、VYM (6.6%)。其中最大持股部位 QQQ 佔據整體投資組合約 7.5% 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。
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本季最大獲利了結 / 清倉標的
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在 Q4 2025 季度中，Round Rock Advisors LLC 共進行了 199 項持倉異動，包含新建倉 42 個部位、加碼 94 個部位、減碼 20 個部位以及清倉 43 個部位。 其中最大新建倉標的為 EZBC。 本季清倉部位包含 ITT。
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。