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
25.9%
在 Q3 2024 申报期间，Aegon Asset Management UK PLC（CIK: 0001539994）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$93.8亿，共持有 142 个公开申报仓位。
Aegon Asset Management UK PLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 18 档持股的同时，亦同步清仓 2 档并减仓 24 档标的。
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 25.9%，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 | 10.06% | -0.91% | -0.97% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.08% | +0.11% | -5.45% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.89% | +0.61% | +4.39% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.02% | -0.12% | +786.72% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.08% | -0.83% | -0.84% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.18% | -5.90% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.83% | -0.02% | -1.15% | |
| 8 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.80% | -0.43% | -4.50% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.70% | -0.75% | -0.79% | |
| 10 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.65% | -0.37% | +38.91% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.45% | +0.20% | -24.16% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | -0.50% | -1.84% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.43% | +0.21% | -1.08% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | +0.53% | -3.27% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.37% | -0.38% | +4.72% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.35% | -0.57% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.30% | +0.40% | -1.51% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.29% | -0.02% | +6.52% | |
| 19 | URI | United Rentals Inc | 股票-工业 | 1.05% | +0.09% | +0.25% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.13% | -6.61% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.02% | +0.35% | +15.74% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.98% | -0.39% | +3.95% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.95% | -0.34% | -1.13% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | +0.26% | +0.92% | |
| 25 | TTEK | Tetra Tech Inc | 股票-工业 | 0.94% | — | +337.02% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.89% | -0.22% | -4.14% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.47% | +0.23% | |
| 28 | TSLA | Tesla Inc | 股票-周期性消费 | 0.83% | -0.05% | +0.94% | |
| 29 | CME | Cme Group Inc | 股票-金融 | 0.82% | -0.76% | -1.93% | |
| 30 | WSO | Watsco Inc | 股票-工业 | 0.81% | -0.14% | +0.14% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | +0.42% | +0.60% | |
| 32 | ADSK | Autodesk Inc | 股票-科技 | 0.73% | -0.27% | -0.03% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | — | -1.05% | |
| 34 | WY | Weyerhaeuser Co | 股票-房地产 | 0.72% | — | -0.80% | |
| 35 | AMT | American Tower CORP | 股票-房地产 | 0.69% | -0.14% | -0.40% | |
| 36 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.68% | — | +0.57% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.67% | — | +0.92% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.67% | -0.43% | -9.95% | |
| 39 | CMI | Cummins Inc | 股票-工业 | 0.65% | +0.19% | -3.15% | |
| 40 | XYL | Xylem Inc | 股票-工业 | 0.65% | -0.23% | -16.46% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.64% | -0.38% | +77.80% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.61% | +1.93% | -7.39% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.28% | +0.68% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.56% | +0.92% | +61.53% | |
| 45 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.55% | -0.08% | -14.16% | |
| 46 | RSG | Republic Services Inc | 股票-工业 | 0.55% | -0.19% | -8.85% | |
| 47 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.52% | -0.09% | -3.62% | |
| 48 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.54% | NEW | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.49% | +0.09% | -3.37% | |
| 50 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.49% | -0.07% | +5.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +4.39% | 加仓 |
| 2 | CL | Colgate-palmolive Co | +0.5% | +38.91% | 加仓 |
| 3 | WMT | Walmart Inc | +0.3% | +77.80% | 加仓 |
| 4 | KMB | Kimberly-clark CORP | +0.3% | +135.86% | 加仓 |
| 5 | HD | Home Depot Inc | +0.2% | +4.72% | 加仓 |
| 6 | URI | United Rentals Inc | +0.2% | +0.25% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.2% | +0.94% | 加仓 |
| 8 | KLAC | Kla CORP | +0.2% | +61.53% | 加仓 |
| 9 | MS | Morgan Stanley | +0.2% | +15.74% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | -0.79% | 减仓 |
| 11 | ABBV | Abbvie Inc | +0.1% | -1.51% | 减仓 |
| 12 | KR | Kroger Co | +0.1% | +31.85% | 加仓 |
| 13 | SHW | Sherwin-williams Co/the | +0.1% | +9.09% | 加仓 |
| 14 | PGR | Progressive CORP | +0.1% | +0.68% | 加仓 |
| 15 | VCYT | Veracyte Inc | +0.1% | -5.85% | 减仓 |
| 16 | BLDR | Builders Firstsource Inc | +0.1% | +26.53% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +6.52% | 加仓 |
| 18 | WY | Weyerhaeuser Co | +0.1% | -0.80% | 减仓 |
| 19 | AMT | American Tower CORP | +0.1% | -0.40% | 减仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -1.84% | 减仓 |
| 21 | NEE | Nextera Energy Inc | +0.1% | -4.14% | 减仓 |
| 22 | NOW | Servicenow Inc | +0.1% | -1.13% | 减仓 |
| 23 | RBLX | Roblox CORP -class A | +0.1% | +23.20% | 加仓 |
| 24 | CEG | Constellation Energy | +0.1% | +0.91% | 加仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +0.92% | 加仓 |
| 26 | ADP | Automatic Data Processing | +0.1% | -1.05% | 减仓 |
| 27 | MELI | Mercadolibre Inc | +0.1% | -1.54% | 减仓 |
| 28 | STT | State Street CORP | -0.1% | -34.38% | 减仓 |
| 29 | CDNS | Cadence Design Sys Inc | -0.1% | -8.06% | 减仓 |
| 30 | XYL | Xylem Inc | -0.2% | -16.46% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.57% | 减仓 |
| 32 | OLED | Universal Display CORP | -0.2% | -47.97% | 减仓 |
| 33 | AMZN | Amazon.com Inc | -0.3% | -0.84% | 减仓 |
| 34 | MU | Micron Technology Inc | -0.3% | -7.39% | 减仓 |
| 35 | GOOG | Alphabet Inc-cl C | -0.3% | -1.15% | 减仓 |
| 36 | MRVL | Marvell Technology Inc | -0.3% | -62.15% | 减仓 |
| 37 | MRK | Merck & Co. Inc. | -0.3% | -4.50% | 减仓 |
| 38 | AVGO | Broadcom Inc | -0.3% | +786.72% | 加仓 |
| 39 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -24.16% | 减仓 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | -39.28% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.8% | -0.97% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.9% | -5.45% | 减仓 |
| 43 | ORCL | Oracle CORP | — | NEW | 新建仓 |
| 44 | DIS | Walt Disney Co/the | — | EXIT | 清仓 |
| 45 | BAC | Bank Of America CORP | — | NEW | 新建仓 |
| 46 | PLNT | Planet Fitness Inc - Cl A | — | NEW | 新建仓 |
| 47 | BLD | Topbuild CORP | — | NEW | 新建仓 |
| 48 | DHI | Dr Horton Inc | — | NEW | 新建仓 |
| 49 | CELH | Celsius Holdings Inc | — | EXIT | 清仓 |
| 50 | ULS | Ul Solutions Inc - Class A | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Aegon Asset Management UK PLC 在 Q3 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 Q3 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 (10.1%)、NVDA (8.1%)、AAPL (7.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.1% 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
ORCL
市值: US$3123.0万
本季最大获利了结 / 清仓标的
DIS
前期市值: US$2999.0万
在 Q3 2024 季度中，Aegon Asset Management UK PLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 18 个仓位、减仓 24 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ORCL。 本季清仓仓位包含 DIS。
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。