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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001454937
申报总市值
US$1.4亿
US$1.4亿
36 檔
71.9%
截至 Q4 2024 季度末，AEGON USA Investment Management, LLC 的美股持仓估值约为 US$1.4亿，全数申报仓位共有 36 档。
在 Q4 2024，AEGON USA Investment Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 11 个仓位并完全清仓 2 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 USA Investment Management, LLC 的前 5 大核心持股（包含 VTI, WFC 7.5 PERP L, BND 等）合计占整体申报市值的 71.9%，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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 67.41% | +2.53% | -2.39% | |
| 2 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 2.98% | -0.20% | -17.63% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.39% | -0.24% | -1.79% | |
| 4 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 2.33% | -0.08% | -18.18% | |
| 5 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 1.83% | — | — | |
| 6 | NEE 6.926 09-01-25债券 | Nextera Energy Inc | 债券 | 1.79% | — | — | |
| 7 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 1.73% | -0.06% | -10.38% | |
| 8 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | 债券 | 1.55% | — | -18.16% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.51% | -0.07% | — | |
| 10 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 1.38% | -1.24% | EXIT | |
| 11 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 1.37% | — | -21.30% | |
| 12 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 1.18% | -0.12% | — | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.15% | +0.16% | — | |
| 14 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 1.12% | — | -21.24% | |
| 15 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.90% | -0.12% | — | |
| 16 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.88% | -0.08% | — | |
| 17 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 0.85% | -0.89% | EXIT | |
| 18 | HFRO | Highland Opport & Income | 股票-其他 | 0.78% | -0.11% | +20.53% | |
| 19 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 0.78% | -0.03% | — | |
| 20 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.72% | -0.08% | — | |
| 21 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 0.67% | — | -22.08% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.60% | -0.06% | — | |
| 23 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.59% | — | — | |
| 24 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | 债券 | 0.45% | — | — | |
| 25 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.38% | -0.39% | EXIT | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.34% | -0.03% | — | |
| 27 | CBL | Cbl & Associates Properties | 股票-其他 | 0.34% | — | -46.28% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.32% | -0.06% | — | |
| 29 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.30% | -0.04% | — | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.29% | -0.01% | — | |
| 31 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.24% | — | — | |
| 32 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.23% | -0.01% | — | |
| 33 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.20% | -0.02% | — | |
| 34 | PSEC 6.375 03-01-25债券 | Prospect Capital CORP | 债券 | 0.16% | — | — | |
| 35 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.16% | -0.03% | -26.08% | |
| 36 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | 债券 | 0.12% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | +1.2% | NEW | 新建仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | -2.39% | 减仓 |
| 3 | EVRG 4.5 12-15-27债券 | Evergy Inc | +0.8% | NEW | 新建仓 |
| 4 | AWK 3.625 06-15-26债券 | American Water Capital C | +0.4% | NEW | 新建仓 |
| 5 | APO 6.75 07-31-26债券 | Apollo Global Management | +0.3% | -10.38% | 减仓 |
| 6 | VUG | Vanguard Growth ETF | 0% | — | 不变 |
| 7 | HFRO | Highland Opport & Income | 0% | +20.53% | 加仓 |
| 8 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 0% | — | 不变 |
| 9 | BKLN | Invesco Senior Loan ETF | 0% | — | 不变 |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | 0% | — | 不变 |
| 11 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | 0% | — | 不变 |
| 12 | FCT | First Trust Snr Fl Rt Inc Ii | 0% | — | 不变 |
| 13 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | — | — | 不变 |
| 14 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | — | — | 不变 |
| 15 | VGSH | Vanguard Short-term Treasury | — | — | 不变 |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | — | 不变 |
| 17 | PSEC 6.375 03-01-25债券 | Prospect Capital CORP | — | — | 不变 |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | — | — | 不变 |
| 19 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | — | — | 不变 |
| 20 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 0% | — | 不变 |
| 21 | HIX | Western Asset High Inc Ii | 0% | — | 不变 |
| 22 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | 0% | -18.16% | 减仓 |
| 23 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 0% | — | 不变 |
| 24 | CCO | Clear Channel Outdoor Holdin | 0% | — | 不变 |
| 25 | IHRT | Iheartmedia Inc - Class A | 0% | -26.08% | 减仓 |
| 26 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 0% | — | 不变 |
| 27 | VTR 3.75 06-01-26债券 | Ventas Realty LP | -0.1% | — | 不变 |
| 28 | SO 3.875 12-15-25债券 | Southern Co | -0.1% | — | 不变 |
| 29 | BND | Vanguard Total Bond Market | -0.1% | -1.79% | 减仓 |
| 30 | EXPE 0 02-15-26债券 | Expedia Group Inc | -0.2% | -22.08% | 减仓 |
| 31 | GTN | Gray Media Inc | -0.2% | EXIT | 清仓 |
| 32 | CBL | Cbl & Associates Properties | -0.2% | -46.28% | 减仓 |
| 33 | NEE 6.926 09-01-25债券 | Nextera Energy Inc | -0.2% | — | 不变 |
| 34 | ETB | Eaton Vance T/m Buy-wrt Inc | -0.2% | EXIT | 清仓 |
| 35 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | -0.3% | -21.24% | 减仓 |
| 36 | F 0 03-15-26债券 | Ford Motor Company | -0.4% | -21.30% | 减仓 |
| 37 | BAC 7.25 PERP L债券 | Bank Of America CORP | -0.7% | -18.18% | 减仓 |
| 38 | WFC 7.5 PERP L债券 | Wells Fargo & Company | -0.9% | -17.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，AEGON USA Investment Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.4亿，共申报了 36 个公开持股仓位。
在 Q4 2024 季度，AEGON USA Investment Management, LLC 按市值排列的前三大核心持股分别为：VTI (67.4%)、WFC 7.5 PERP L (3.0%)、BND (2.4%)。其中最大持股仓位 VTI 占据整体投资组合约 67.4% 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
UBER 0.875 12-01-28 2028
市值: US$154.3万
本季最大获利了结 / 清仓标的
ETB
前期市值: US$31.4万
在 Q4 2024 季度中，AEGON USA Investment Management, LLC 共进行了 17 项持仓异动，包含新建仓 3 个仓位、加仓 1 个仓位、减仓 11 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 UBER 0.875 12-01-28 2028。 本季清仓仓位包含 ETB。
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。