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
44 檔
80.7%
Q3 2025 季度申报显示，AEGON USA Investment Management, LLC 披露的美股组合总市值为 US$1.4亿，涵盖 44 个不同之权益投资仓位。
AEGON USA Investment Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 2 档持股的同时，亦同步清仓 5 档并减仓 10 档标的。
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, WW, WFC 7.5 PERP L 等）合计占整体申报市值的 80.7%，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 | 64.85% | +2.53% | -1.18% | |
| 2 | WW | Ww International Inc-new | 股票-其他 | 5.48% | +0.44% | — | |
| 3 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 2.42% | -0.20% | -6.51% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 2.10% | -0.24% | -1.46% | |
| 5 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.96% | -0.08% | -9.65% | |
| 6 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 1.74% | — | — | |
| 7 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 1.40% | -0.12% | — | |
| 8 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 1.27% | — | — | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.20% | -0.07% | +44.37% | |
| 10 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 1.12% | -0.08% | — | |
| 11 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 1.07% | -0.06% | — | |
| 12 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 1.05% | -1.24% | EXIT | |
| 13 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | 债券 | 0.94% | -0.12% | — | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.90% | +0.16% | +75.00% | |
| 15 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.87% | -0.12% | — | |
| 16 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.85% | -0.08% | — | |
| 17 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 0.80% | -0.03% | — | |
| 18 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.76% | -0.05% | — | |
| 19 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.67% | -0.08% | — | |
| 20 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 0.67% | -0.89% | EXIT | |
| 21 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 0.60% | — | — | |
| 22 | SO 4.5 06-15-27债券 | Southern Co | 债券 | 0.57% | -0.06% | — | |
| 23 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.55% | — | — | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.54% | -0.06% | — | |
| 25 | NEE 3 03-01-27债券 | Nextera Energy Capital | 债券 | 0.50% | -0.09% | — | |
| 26 | HFRO | Highland Opport & Income | 股票-其他 | 0.46% | -0.11% | — | |
| 27 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | 债券 | 0.42% | -0.04% | — | |
| 28 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | 债券 | 0.41% | -0.04% | — | |
| 29 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.34% | -0.39% | EXIT | |
| 30 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 0.33% | -0.01% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.31% | -0.06% | -16.93% | |
| 32 | CBL | Cbl & Associates Properties | 股票-其他 | 0.31% | — | — | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.31% | -0.03% | — | |
| 34 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.27% | -0.04% | — | |
| 35 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.26% | -0.01% | -18.68% | |
| 36 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | 债券 | 0.26% | -0.01% | — | |
| 37 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | 债券 | 0.25% | -0.02% | — | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.24% | -0.01% | -16.86% | |
| 39 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.23% | -0.03% | — | |
| 40 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.20% | — | — | |
| 41 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.18% | -0.02% | — | |
| 42 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 0.12% | -0.01% | — | |
| 43 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.12% | -0.02% | — | |
| 44 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | 债券 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IHRT | Iheartmedia Inc - Class A | +0.1% | — | 加仓 |
| 2 | CCO | Clear Channel Outdoor Holdin | +0.1% | -18.68% | 加仓 |
| 3 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 0% | — | 不变 |
| 4 | HFRO | Highland Opport & Income | 0% | — | 不变 |
| 5 | CBL | Cbl & Associates Properties | — | — | 不变 |
| 6 | NMFC 7.5 10-15-25债券 | New Mountain Finance Cor | 0% | — | 不变 |
| 7 | HIX | Western Asset High Inc Ii | 0% | — | 不变 |
| 8 | VUG | Vanguard Growth ETF | 0% | -16.93% | 减仓 |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | 不变 |
| 10 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 0% | — | 不变 |
| 11 | FCT | First Trust Snr Fl Rt Inc Ii | 0% | — | 不变 |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | -0.1% | -16.86% | 减仓 |
| 13 | EVRG 4.5 12-15-27债券 | Evergy Inc | -0.1% | — | 不变 |
| 14 | NEE 3 03-01-27债券 | Nextera Energy Capital | -0.1% | — | 不变 |
| 15 | AWK 3.625 06-15-26债券 | American Water Capital C | -0.1% | — | 不变 |
| 16 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | -0.1% | — | 不变 |
| 17 | EXPE 0 02-15-26债券 | Expedia Group Inc | -0.1% | — | 不变 |
| 18 | VGSH | Vanguard Short-term Treasury | -0.1% | — | 不变 |
| 19 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | -0.1% | — | 不变 |
| 20 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | -0.1% | — | 不变 |
| 21 | CMS 3.375 05-01-28债券 | Cms Energy CORP | -0.1% | — | 不变 |
| 22 | F 0 03-15-26债券 | Ford Motor Company | -0.2% | — | 不变 |
| 23 | GPN 1.5 03-01-31债券 | Global Payments Inc | -0.2% | — | 不变 |
| 24 | APO 6.75 07-31-26债券 | Apollo Global Management | -0.2% | — | 不变 |
| 25 | BKLN | Invesco Senior Loan ETF | -0.3% | +75.00% | 减仓 |
| 26 | SO 3.875 12-15-25债券 | Southern Co | -0.3% | — | 不变 |
| 27 | VTR 3.75 06-01-26债券 | Ventas Realty LP | -0.3% | — | 减仓 |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | -0.4% | +44.37% | 减仓 |
| 29 | BND | Vanguard Total Bond Market | -0.4% | -1.46% | 减仓 |
| 30 | DUK 4.125 04-15-26债券 | Duke Energy CORP | -0.5% | — | 减仓 |
| 31 | BAC 7.25 PERP L债券 | Bank Of America CORP | -0.5% | -9.65% | 减仓 |
| 32 | WFC 7.5 PERP L债券 | Wells Fargo & Company | -0.5% | -6.51% | 减仓 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | -1.18% | 减仓 |
| 34 | WW | Ww International Inc-new | — | NEW | 新建仓 |
| 35 | NEE 6.926 09-01-25债券 | Nextera Energy Inc | — | EXIT | 清仓 |
| 36 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | — | EXIT | 清仓 |
| 37 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | — | NEW | 新建仓 |
| 38 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | — | EXIT | 清仓 |
| 39 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | — | NEW | 新建仓 |
| 40 | SO 4.5 06-15-27债券 | Southern Co | — | NEW | 新建仓 |
| 41 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | — | NEW | 新建仓 |
| 42 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | — | NEW | 新建仓 |
| 43 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | — | NEW | 新建仓 |
| 44 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | — | NEW | 新建仓 |
| 45 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | — | NEW | 新建仓 |
| 46 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | — | NEW | 新建仓 |
| 47 | XEFRX | Eaton Vance Sr Fltg Rate Tr | — | NEW | 新建仓 |
| 48 | NOVA 0.25 12-01-26债券 | Sunnova Energy Intl Inc | — | EXIT | 清仓 |
| 49 | NOVA 2.625 02-15-28债券 | Sunnova Energy Intl Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，AEGON USA Investment Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 44 个公开持股仓位。
在 Q3 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 (64.8%)、WW (5.5%)、WFC 7.5 PERP L (2.4%)。其中最大持股仓位 VTI 占据整体投资组合约 64.8% 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
WW
市值: US$804.0万
本季最大获利了结 / 清仓标的
NEE 6.926 09-01-25
前期市值: US$232.7万
在 Q3 2025 季度中，AEGON USA Investment Management, LLC 共进行了 28 项持仓异动，包含新建仓 11 个仓位、加仓 2 个仓位、减仓 10 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 WW。 本季清仓仓位包含 NEE 6.926 09-01-25。
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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