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: 0001454937
申报总市值
US$1.4亿
US$1.4亿
38 檔
67.9%
在 Q1 2025 申报期间，AEGON USA Investment Management, LLC（CIK: 0001454937）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$1.4亿，共持有 38 个公开申报仓位。
在 Q1 2025，AEGON USA Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 38 个新仓位，并对 0 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
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 67.9%，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 | 65.58% | +2.53% | -1.07% | |
| 2 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 2.90% | -0.20% | -6.83% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.49% | -0.24% | -1.71% | |
| 4 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 2.43% | -0.08% | -2.16% | |
| 5 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 2.01% | — | — | |
| 6 | NEE 6.926 09-01-25债券 | Nextera Energy Inc | 债券 | 1.85% | — | — | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.55% | -0.07% | — | |
| 8 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 1.51% | -1.24% | EXIT | |
| 9 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | 债券 | 1.50% | — | — | |
| 10 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 1.44% | — | — | |
| 11 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 1.36% | -0.12% | — | |
| 12 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 1.35% | -0.08% | — | |
| 13 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 1.31% | -0.06% | -12.35% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.17% | +0.16% | — | |
| 15 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 1.00% | -0.89% | EXIT | |
| 16 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.00% | -0.12% | — | |
| 17 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.97% | -0.08% | — | |
| 18 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 0.89% | — | -21.01% | |
| 19 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 0.87% | -0.03% | — | |
| 20 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.80% | -0.08% | — | |
| 21 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 0.69% | — | — | |
| 22 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.63% | — | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.63% | -0.06% | — | |
| 24 | NEE 3 03-01-27债券 | Nextera Energy Capital | 债券 | 0.57% | -0.09% | — | |
| 25 | HFRO | Highland Opport & Income | 股票-其他 | 0.44% | -0.11% | -46.14% | |
| 26 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.41% | -0.39% | EXIT | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.35% | -0.03% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.34% | -0.06% | +14.97% | |
| 29 | CBL | Cbl & Associates Properties | 股票-其他 | 0.31% | — | — | |
| 30 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.31% | -0.04% | — | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.30% | -0.01% | — | |
| 32 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.24% | — | — | |
| 33 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.21% | -0.01% | +11.35% | |
| 34 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.20% | -0.02% | — | |
| 35 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.14% | -0.03% | — | |
| 36 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | 债券 | 0.12% | — | — | |
| 37 | NOVA 0.25 12-01-26债券 | Sunnova Energy Intl Inc | 债券 | 0.07% | — | — | |
| 38 | NOVA 2.625 02-15-28债券 | Sunnova Energy Intl Inc | 债券 | 0.06% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 2 | WFC 7.5 PERP L债券 | Wells Fargo & Company | — | NEW | 新建仓 |
| 3 | BND | Vanguard Total Bond Market | — | NEW | 新建仓 |
| 4 | BAC 7.25 PERP L债券 | Bank Of America CORP | — | NEW | 新建仓 |
| 5 | SO 3.875 12-15-25债券 | Southern Co | — | NEW | 新建仓 |
| 6 | NEE 6.926 09-01-25债券 | Nextera Energy Inc | — | NEW | 新建仓 |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | 新建仓 |
| 8 | DUK 4.125 04-15-26债券 | Duke Energy CORP | — | NEW | 新建仓 |
| 9 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | — | NEW | 新建仓 |
| 10 | F 0 03-15-26债券 | Ford Motor Company | — | NEW | 新建仓 |
| 11 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | — | NEW | 新建仓 |
| 12 | GPN 1.5 03-01-31债券 | Global Payments Inc | — | NEW | 新建仓 |
| 13 | APO 6.75 07-31-26债券 | Apollo Global Management | — | NEW | 新建仓 |
| 14 | BKLN | Invesco Senior Loan ETF | — | NEW | 新建仓 |
| 15 | VTR 3.75 06-01-26债券 | Ventas Realty LP | — | NEW | 新建仓 |
| 16 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | — | NEW | 新建仓 |
| 17 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | — | NEW | 新建仓 |
| 18 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | — | NEW | 新建仓 |
| 19 | EVRG 4.5 12-15-27债券 | Evergy Inc | — | NEW | 新建仓 |
| 20 | CMS 3.375 05-01-28债券 | Cms Energy CORP | — | NEW | 新建仓 |
| 21 | EXPE 0 02-15-26债券 | Expedia Group Inc | — | NEW | 新建仓 |
| 22 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | — | NEW | 新建仓 |
| 23 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建仓 |
| 24 | NEE 3 03-01-27债券 | Nextera Energy Capital | — | NEW | 新建仓 |
| 25 | HFRO | Highland Opport & Income | — | NEW | 新建仓 |
| 26 | AWK 3.625 06-15-26债券 | American Water Capital C | — | NEW | 新建仓 |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | 新建仓 |
| 28 | VUG | Vanguard Growth ETF | — | NEW | 新建仓 |
| 29 | CBL | Cbl & Associates Properties | — | NEW | 新建仓 |
| 30 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | — | NEW | 新建仓 |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | 新建仓 |
| 32 | FCT | First Trust Snr Fl Rt Inc Ii | — | NEW | 新建仓 |
| 33 | CCO | Clear Channel Outdoor Holdin | — | NEW | 新建仓 |
| 34 | HIX | Western Asset High Inc Ii | — | NEW | 新建仓 |
| 35 | IHRT | Iheartmedia Inc - Class A | — | NEW | 新建仓 |
| 36 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | — | NEW | 新建仓 |
| 37 | NOVA 0.25 12-01-26债券 | Sunnova Energy Intl Inc | — | NEW | 新建仓 |
| 38 | NOVA 2.625 02-15-28债券 | Sunnova Energy Intl Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，AEGON USA Investment Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 38 个公开持股仓位。
在 Q1 2025 季度，AEGON USA Investment Management, LLC 按市值排列的前三大核心持股分别为：VTI (65.6%)、WFC 7.5 PERP L (2.9%)、BND (2.5%)。其中最大持股仓位 VTI 占据整体投资组合约 65.6% 的权重。
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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
VTI
市值: US$8254.5万
在 Q1 2025 季度中，AEGON USA Investment Management, LLC 共进行了 38 项持仓异动，包含新建仓 38 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 VTI。
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。
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