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: 0001520478
申報總市值
US$26.4億
US$26.4億
143 檔
14.6%
根據最新整理的 13F 季度數據集，RWC Asset Management LLP 於 Q4 2024 結束時的管理資產規模為 US$26.4億。該機構在本季度申報了 143 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，RWC Asset Management LLP 採取了強勁的買進策略，建倉與加碼動作（合計 91 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 HPQ, EXC, CSCO）占據了總市值的 14.6%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | HPQ | Hp Inc | 股票-科技 | 7.22% | +0.39% | +14.12% | |
| 2 | EXC | Exelon CORP | 股票-公用事業 | 4.39% | -0.54% | +106.32% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 2.67% | — | -42.27% | |
| 4 | ABX | Barrick Gold CORP | 股票-金融 | 2.53% | — | +14.40% | |
| 5 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 2.50% | +0.21% | +34.56% | |
| 6 | CEG | Constellation Energy | 股票-公用事業 | 2.48% | -0.51% | +609.65% | |
| 7 | SYY | Sysco CORP | 股票-非循環性消費 | 2.48% | +0.13% | +25.69% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.42% | -0.27% | +313.04% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.36% | -0.10% | +38.07% | |
| 10 | AMT | American Tower CORP | 股票-房地產 | 2.26% | -0.17% | +4.40% | |
| 11 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 2.15% | -2.12% | EXIT | |
| 12 | LEA | Lear CORP | 股票-循環性消費 | 1.95% | -2.62% | +23.32% | |
| 13 | OMC | Omnicom Group | 股票-通訊服務 | 1.92% | -0.08% | +4.33% | |
| 14 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 1.79% | -1.08% | +9.17% | |
| 15 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 1.66% | — | +46.05% | |
| 16 | CWEN | Clearway Energy Inc-c | 股票-公用事業 | 1.63% | -0.13% | +105.83% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.62% | -0.21% | +4.29% | |
| 18 | EIX | Edison International | 股票-公用事業 | 1.59% | — | +207.11% | |
| 19 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.58% | +0.38% | NEW | |
| 20 | D | Dominion Energy Inc | 股票-公用事業 | 1.57% | -0.05% | +117.67% | |
| 21 | PAYX | Paychex Inc | 股票-科技 | 1.50% | -0.01% | +4.31% | |
| 22 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.43% | +0.02% | +4.34% | |
| 23 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.38% | -0.66% | +9.75% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.30% | -0.01% | +4.39% | |
| 25 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | 債券 | 1.30% | -0.82% | EXIT | |
| 26 | CMS | Cms Energy CORP | 股票-公用事業 | 1.25% | -0.12% | +4.32% | |
| 27 | FRT | Federal Realty Invs Trust | 股票-房地產 | 1.23% | +0.06% | +4.27% | |
| 28 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 1.22% | — | +200.05% | |
| 29 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 1.21% | -0.01% | +4.41% | |
| 30 | ES | Eversource Energy | 股票-公用事業 | 1.18% | -0.02% | +4.22% | |
| 31 | LI | Li Auto Inc - Adr | 股票-其他 | 1.14% | — | +32.38% | |
| 32 | HUBB | Hubbell Inc | 股票-工業 | 1.12% | -0.06% | — | |
| 33 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.03% | -0.07% | -43.09% | |
| 34 | VST | Vistra CORP | 股票-公用事業 | 0.99% | -0.02% | — | |
| 35 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.99% | -0.35% | EXIT | |
| 36 | AVA | Avista CORP | 股票-公用事業 | 0.99% | -0.09% | +70.41% | |
| 37 | TEL | TE Connectivity plc | 股票-科技 | 0.94% | +0.18% | — | |
| 38 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.93% | -0.06% | +230.04% | |
| 39 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 0.92% | -0.08% | -5.26% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.91% | -0.13% | -26.72% | |
| 41 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 0.91% | -0.03% | — | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.84% | +0.02% | -43.26% | |
| 43 | FSLR | First Solar Inc | 股票-科技 | 0.84% | — | — | |
| 44 | LOMA | Loma Negra Cia Ind-spon Adr | 股票-其他 | 0.80% | -0.06% | -22.98% | |
| 45 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 0.70% | — | +8.00% | |
| 46 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 0.65% | -0.01% | — | |
| 47 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.65% | +0.01% | — | |
| 48 | CPA | Copa Holdings, S.A. | 股票-其他 | 0.64% | — | — | |
| 49 | VIST | Vista Energy Sab De Cv | 股票-其他 | 0.62% | +0.06% | — | |
| 50 | NEM | Newmont CORP | 股票-原物料 | 0.61% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +2% | +609.65% | 加碼 |
| 2 | EXC | Exelon CORP | +1.7% | +106.32% | 加碼 |
| 3 | NEE | Nextera Energy Inc | +1.6% | +313.04% | 加碼 |
| 4 | HUBB | Hubbell Inc | +1.1% | NEW | 新建倉 |
| 5 | VST | Vistra CORP | +1% | NEW | 新建倉 |
| 6 | TEL | TE Connectivity plc | +0.9% | NEW | 新建倉 |
| 7 | EIX | Edison International | +0.9% | +207.11% | 加碼 |
| 8 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +0.9% | NEW | 新建倉 |
| 9 | FSLR | First Solar Inc | +0.8% | NEW | 新建倉 |
| 10 | D | Dominion Energy Inc | +0.7% | +117.67% | 加碼 |
| 11 | PCG 4.25 12-01-27債券 | Pg&e CORP | +0.7% | NEW | 新建倉 |
| 12 | TECK | Teck Resources Ltd-cls B | +0.7% | NEW | 新建倉 |
| 13 | AEP | American Electric Power | +0.6% | NEW | 新建倉 |
| 14 | NXPI | NXP Semiconductors N.V. | +0.6% | NEW | 新建倉 |
| 15 | PEG | Public Service Enterprise Gp | +0.6% | +230.04% | 加碼 |
| 16 | SUPV | Grupo Supervielle Sa-sp Adr | +0.6% | NEW | 新建倉 |
| 17 | CWEN | Clearway Energy Inc-c | +0.6% | +105.83% | 加碼 |
| 18 | XEL | Xcel Energy Inc | +0.5% | NEW | 新建倉 |
| 19 | SO | Southern Co/the | +0.5% | NEW | 新建倉 |
| 20 | XIFR | Xplr Infrastructure LP | +0.5% | +200.05% | 加碼 |
| 21 | EXPE 0 02-15-26債券 | Expedia Group Inc | +0.5% | NEW | 新建倉 |
| 22 | AEE | Ameren Corporation | +0.5% | NEW | 新建倉 |
| 23 | NCLH 2.5 02-15-27債券 | Ncl Corporation LTD | +0.5% | NEW | 新建倉 |
| 24 | DTE | Dte Energy Company | +0.5% | NEW | 新建倉 |
| 25 | ORA | Ormat Technologies Inc | +0.4% | +348.85% | 加碼 |
| 26 | WM | Waste Management Inc | +0.4% | NEW | 新建倉 |
| 27 | LNT | Alliant Energy CORP | +0.3% | NEW | 新建倉 |
| 28 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | +0.3% | NEW | 新建倉 |
| 29 | AVA | Avista CORP | +0.3% | +70.41% | 加碼 |
| 30 | AKAM 0.125 05-01-25債券 | Akamai Technologies Inc | +0.3% | NEW | 新建倉 |
| 31 | CX | Cemex Sab-spons Adr Part Cer | +0.2% | +46.05% | 加碼 |
| 32 | AES | Aes CORP | +0.2% | NEW | 新建倉 |
| 33 | SHOPCN 0.125 11-01-25債券 | Shopify Inc | +0.2% | NEW | 新建倉 |
| 34 | XYZ 0.125 03-01-25債券 | Block Inc | +0.2% | NEW | 新建倉 |
| 35 | ZM | Zoom Communications Inc | +0.2% | NEW | 新建倉 |
| 36 | ADSK | Autodesk Inc | +0.2% | NEW | 新建倉 |
| 37 | WK 1.25 08-15-28債券 | Workiva Inc | +0.2% | NEW | 新建倉 |
| 38 | UBER 0 12-15-25債券 | Uber Technologies Inc | +0.2% | +180.00% | 加碼 |
| 39 | ENOV 3.875 10-15-28債券 | Enovis CORP | +0.2% | NEW | 新建倉 |
| 40 | SYY | Sysco CORP | +0.2% | +25.69% | 加碼 |
| 41 | JNJ | Johnson & Johnson | +0.1% | +38.07% | 加碼 |
| 42 | JMIA | Jumia Technologies Ag-adr | +0.1% | +235.02% | 加碼 |
| 43 | TMDX 1.5 06-01-28債券 | Transmedics Group Inc | +0.1% | NEW | 新建倉 |
| 44 | AWK | American Water Works Co Inc | +0.1% | NEW | 新建倉 |
| 45 | SIRI 3.75 03-15-28債券 | Sirius Xm Holdings | +0.1% | NEW | 新建倉 |
| 46 | RGEN 1 12-15-28債券 | Repligen CORP | +0.1% | NEW | 新建倉 |
| 47 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 48 | WTRG | Essential Utilities Inc | +0.1% | NEW | 新建倉 |
| 49 | SHLS | Shoals Technologies Group -a | +0.1% | NEW | 新建倉 |
| 50 | LI | Li Auto Inc - Adr | +0.1% | +32.38% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，RWC Asset Management LLP 在 Q4 2024 季度的美股持倉總市值約為 US$26.4億，共申報了 143 個公開持股部位。
在 Q4 2024 季度，RWC Asset Management LLP 按市值排列的前三大核心持股分別為：HPQ (7.2%)、EXC (4.4%)、CSCO (2.7%)。其中最大持股部位 HPQ 佔據整體投資組合約 7.2% 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
HUBB
市值: US$2237.5萬
本季最大獲利了結 / 清倉標的
BZ
前期市值: US$1947.6萬
在 Q4 2024 季度中，RWC Asset Management LLP 共進行了 139 項持倉異動，包含新建倉 42 個部位、加碼 49 個部位、減碼 28 個部位以及清倉 20 個部位。 其中最大新建倉標的為 HUBB。 本季清倉部位包含 BZ。
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。