13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001539994
申报总市值
US$93.8亿
US$93.8亿
142 檔
23.9%
Q1 2024 季度申报显示，Aegon Asset Management UK PLC 披露的美股组合总市值为 US$93.8亿，涵盖 142 个不同之权益投资仓位。
在 Q1 2024，Aegon Asset Management UK PLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Aegon Asset Management UK PLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 23.9%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 11.30% | -0.91% | -0.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.79% | +0.11% | -11.48% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.24% | +0.61% | -16.69% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | -0.12% | -11.70% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.62% | -0.83% | -0.63% | |
| 6 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.28% | -0.43% | -3.22% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.09% | -0.18% | -4.12% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.22% | -0.02% | -6.78% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | +0.53% | +0.78% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.82% | +0.20% | -0.92% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.54% | -0.75% | +2402.39% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.52% | -0.22% | +1.28% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.46% | -0.76% | -16.33% | |
| 14 | XYL | Xylem Inc | 股票-工业 | 1.46% | -0.23% | +15.89% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.43% | -0.02% | +1.97% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | -0.38% | +90.97% | |
| 17 | TTEK | Tetra Tech Inc | 股票-工业 | 1.32% | — | -3.36% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.23% | -0.23% | -5.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.23% | -0.35% | -0.37% | |
| 20 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.21% | +0.01% | +27.18% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.17% | +0.40% | +1349.54% | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.34% | -0.51% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.07% | — | +0.63% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.05% | -0.39% | +4.82% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.05% | +1.93% | +120.26% | |
| 26 | WSO | Watsco Inc | 股票-工业 | 1.01% | -0.14% | +3.62% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 0.98% | -0.43% | +5.27% | |
| 28 | RSG | Republic Services Inc | 股票-工业 | 0.97% | -0.19% | -27.76% | |
| 29 | AMT | American Tower CORP | 股票-房地产 | 0.97% | -0.14% | -1.31% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.50% | +1.50% | |
| 31 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.95% | -0.37% | -10.16% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.47% | -0.32% | |
| 33 | MET | Metlife Inc | 股票-金融 | 0.92% | +0.09% | +3.70% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.87% | -0.03% | -17.57% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.85% | +0.35% | +3.35% | |
| 36 | MCO | Moody's CORP | 股票-金融 | 0.79% | — | -4.08% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.77% | — | -10.67% | |
| 38 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.77% | -0.08% | -2.66% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.21% | +11.29% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.26% | +694.18% | |
| 41 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.71% | -0.07% | +2.42% | |
| 42 | STT | State Street CORP | 股票-金融 | 0.68% | +0.08% | -0.99% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | +0.42% | +73.64% | |
| 44 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.66% | — | -6.25% | |
| 45 | URI | United Rentals Inc | 股票-工业 | 0.65% | +0.09% | +53.85% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.65% | -0.28% | -5.38% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.64% | -0.03% | -0.15% | |
| 48 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.64% | — | +5.84% | |
| 49 | DT | Dynatrace Inc | 股票-科技 | 0.62% | — | +8.20% | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.61% | -0.27% | -33.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -11.48% | 减仓 |
| 2 | META | Meta Platforms Inc-class A | +1.5% | +2402.39% | 加仓 |
| 3 | ABBV | Abbvie Inc | +1.1% | +1349.54% | 加仓 |
| 4 | MU | Micron Technology Inc | +0.7% | +120.26% | 加仓 |
| 5 | HD | Home Depot Inc | +0.7% | +90.97% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.7% | +694.18% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.5% | -0.80% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.4% | -0.63% | 减仓 |
| 9 | AMD | Advanced Micro Devices | +0.3% | +73.64% | 加仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.92% | 减仓 |
| 11 | CDNS | Cadence Design Sys Inc | +0.3% | +27.18% | 加仓 |
| 12 | MRK | Merck & Co. Inc. | +0.3% | -3.22% | 减仓 |
| 13 | URI | United Rentals Inc | +0.3% | +53.85% | 加仓 |
| 14 | XYL | Xylem Inc | +0.3% | +15.89% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -4.12% | 减仓 |
| 16 | ANETEUR | Arista Networks Inc | +0.1% | +5.84% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +1.97% | 加仓 |
| 18 | PGR | Progressive CORP | +0.1% | -5.38% | 减仓 |
| 19 | MET | Metlife Inc | +0.1% | +3.70% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -0.32% | 减仓 |
| 21 | DHR | Danaher CORP | +0.1% | +5.27% | 加仓 |
| 22 | WMS | Advanced Drainage Systems In | +0.1% | -1.56% | 减仓 |
| 23 | V | Visa Inc-class A Shares | 0% | +0.78% | 加仓 |
| 24 | AVGO | Broadcom Inc | -0.1% | -11.70% | 减仓 |
| 25 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -47.13% | 减仓 |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -35.14% | 减仓 |
| 27 | DAVA | Endava Plc- Spon Adr | -0.2% | -0.44% | 减仓 |
| 28 | CMI | Cummins Inc | -0.2% | -38.47% | 减仓 |
| 29 | AMT | American Tower CORP | -0.2% | -1.31% | 减仓 |
| 30 | UNP | Union Pacific CORP | -0.2% | -48.74% | 减仓 |
| 31 | HDB | Hdfc Bank Ltd-adr | -0.2% | -34.62% | 减仓 |
| 32 | RSG | Republic Services Inc | -0.3% | -27.76% | 减仓 |
| 33 | KR | Kroger Co | -0.3% | -51.34% | 减仓 |
| 34 | ADSK | Autodesk Inc | -0.3% | -33.61% | 减仓 |
| 35 | ADBE | Adobe Inc | -0.3% | -10.67% | 减仓 |
| 36 | WK | Workiva Inc | -0.3% | -47.27% | 减仓 |
| 37 | CME | Cme Group Inc | -0.4% | -16.33% | 减仓 |
| 38 | ECL | Ecolab Inc | -0.4% | -71.44% | 减仓 |
| 39 | TSLA | Tesla Inc | -0.4% | -17.87% | 减仓 |
| 40 | GILD | Gilead Sciences Inc | -0.7% | -63.37% | 减仓 |
| 41 | CSCO | Cisco Systems Inc | -0.8% | -69.76% | 减仓 |
| 42 | PFE | Pfizer Inc | -1% | -99.80% | 减仓 |
| 43 | AAPL | Apple Inc | -2.7% | -16.69% | 减仓 |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清仓 |
| 45 | AVTR | Avantor Inc | — | NEW | 新建仓 |
| 46 | CELH | Celsius Holdings Inc | — | NEW | 新建仓 |
| 47 | FLYW | Flywire Corp-voting | — | EXIT | 清仓 |
| 48 | TKR | Timken Co | — | EXIT | 清仓 |
| 49 | DCBO | Docebo Inc | — | NEW | 新建仓 |
| 50 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Aegon Asset Management UK PLC 在 Q1 2024 季度的美股持仓总市值约为 US$93.8亿，共申报了 142 个公开持股仓位。
在 Q1 2024 季度，Aegon Asset Management UK PLC 按市值排列的前三大核心持股分别为：MSFT (11.3%)、NVDA (7.8%)、AAPL (6.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 11.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AVTR
市值: US$1680.0万
本季最大获利了结 / 清仓标的
MKC
前期市值: US$2351.8万
在 Q1 2024 季度中，Aegon Asset Management UK PLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 29 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 AVTR。 本季清仓仓位包含 MKC。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。