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
41 檔
72.7%
截至 Q1 2026 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 41 档。
在 Q1 2026，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 5 个仓位并完全清仓 5 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 72.7%，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 | 70.29% | +2.53% | -1.53% | |
| 2 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 2.59% | -0.20% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.32% | -0.24% | -1.79% | |
| 4 | WW | Ww International Inc-new | 股票-其他 | 2.19% | +0.44% | +11.72% | |
| 5 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 2.10% | -0.08% | — | |
| 6 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 1.32% | -0.12% | — | |
| 7 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 1.24% | -0.08% | — | |
| 8 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 1.24% | -1.24% | EXIT | |
| 9 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | 债券 | 1.17% | -0.12% | — | |
| 10 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 1.05% | -0.08% | — | |
| 11 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 1.04% | -0.06% | — | |
| 12 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.03% | -0.12% | — | |
| 13 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 0.98% | -0.03% | — | |
| 14 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 0.89% | -0.89% | EXIT | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.83% | -0.07% | -37.83% | |
| 16 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.80% | -0.08% | — | |
| 17 | NEE 3 03-01-27债券 | Nextera Energy Capital | 债券 | 0.67% | -0.09% | — | |
| 18 | SO 4.5 06-15-27债券 | Southern Co | 债券 | 0.65% | -0.06% | — | |
| 19 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.64% | -0.05% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.62% | -0.06% | — | |
| 21 | SO 7.125 12-15-28 A债券 | Southern Co | 债券 | 0.59% | -0.07% | — | |
| 22 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.50% | +0.16% | -50.00% | |
| 23 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | 债券 | 0.48% | -0.04% | — | |
| 24 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | 债券 | 0.47% | -0.04% | — | |
| 25 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.39% | -0.39% | EXIT | |
| 26 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 0.36% | -0.01% | — | |
| 27 | HFRO | Highland Opport & Income | 股票-其他 | 0.35% | -0.11% | -9.91% | |
| 28 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.35% | -0.04% | — | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.35% | -0.03% | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | -0.06% | — | |
| 31 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | 债券 | 0.31% | -0.01% | — | |
| 32 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | 债券 | 0.30% | -0.02% | — | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.29% | -0.01% | — | |
| 34 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 0.23% | -0.02% | +75.00% | |
| 35 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.20% | -0.02% | — | |
| 36 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.19% | -0.02% | — | |
| 37 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.16% | -0.01% | — | |
| 38 | EFT | Eaton Vance Fltng Rt Inc Tr | 股票-其他 | 0.15% | -0.01% | — | |
| 39 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 0.15% | -0.01% | — | |
| 40 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.11% | -0.03% | — | |
| 41 | EAF | Graftech International LTD | 股票-其他 | 0.08% | -0.02% | — |
| # | 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 | +2.9% | -1.53% | 减仓 |
| 2 | DUK 4.125 04-15-26债券 | Duke Energy CORP | +0.2% | — | 不变 |
| 3 | EVRG 4.5 12-15-27债券 | Evergy Inc | +0.2% | — | 不变 |
| 4 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | +0.2% | — | 不变 |
| 5 | BND | Vanguard Total Bond Market | +0.2% | -1.79% | 减仓 |
| 6 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | +0.2% | — | 不变 |
| 7 | WFC 7.5 PERP L债券 | Wells Fargo & Company | +0.1% | — | 不变 |
| 8 | NEE 3 03-01-27债券 | Nextera Energy Capital | +0.1% | — | 不变 |
| 9 | VTR 3.75 06-01-26债券 | Ventas Realty LP | +0.1% | — | 不变 |
| 10 | CMS 3.375 05-01-28债券 | Cms Energy CORP | +0.1% | — | 不变 |
| 11 | BAC 7.25 PERP L债券 | Bank Of America CORP | +0.1% | — | 不变 |
| 12 | HYT | Blackrock CORP Hi Yld | +0.1% | +75.00% | 加仓 |
| 13 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.1% | — | 不变 |
| 14 | SO 4.5 06-15-27债券 | Southern Co | +0.1% | — | 不变 |
| 15 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | +0.1% | — | 不变 |
| 16 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | +0.1% | — | 不变 |
| 17 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | +0.1% | — | 不变 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | — | 不变 |
| 19 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | +0.1% | — | 不变 |
| 20 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | 0% | — | 不变 |
| 21 | AWK 3.625 06-15-26债券 | American Water Capital C | 0% | — | 不变 |
| 22 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 0% | — | 不变 |
| 23 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 0% | — | 不变 |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | 不变 |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | 0% | — | 不变 |
| 26 | CCO | Clear Channel Outdoor Holdin | 0% | — | 不变 |
| 27 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 0% | — | 不变 |
| 28 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 0% | — | 不变 |
| 29 | HIX | Western Asset High Inc Ii | 0% | — | 不变 |
| 30 | EFT | Eaton Vance Fltng Rt Inc Tr | 0% | — | 不变 |
| 31 | VUG | Vanguard Growth ETF | — | — | 不变 |
| 32 | HFRO | Highland Opport & Income | 0% | -9.91% | 减仓 |
| 33 | IHRT | Iheartmedia Inc - Class A | 0% | — | 不变 |
| 34 | APO 6.75 07-31-26债券 | Apollo Global Management | -0.2% | — | 不变 |
| 35 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | -0.2% | — | 不变 |
| 36 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | -0.2% | — | 不变 |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | -0.4% | -37.83% | 减仓 |
| 38 | BKLN | Invesco Senior Loan ETF | -0.4% | -50.00% | 减仓 |
| 39 | WW | Ww International Inc-new | -1.6% | +11.72% | 加仓 |
| 40 | F 0 03-15-26债券 | Ford Motor Company | — | EXIT | 清仓 |
| 41 | EXPE 0 02-15-26债券 | Expedia Group Inc | — | EXIT | 清仓 |
| 42 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | — | EXIT | 清仓 |
| 43 | SO 7.125 12-15-28 A债券 | Southern Co | — | NEW | 新建仓 |
| 44 | FCT | First Trust Snr Fl Rt Inc Ii | — | EXIT | 清仓 |
| 45 | RXT | Rackspace Technology Inc | — | EXIT | 清仓 |
| 46 | EAF | Graftech International LTD | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，AEGON USA Investment Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.4亿，共申报了 41 个公开持股仓位。
在 Q1 2026 季度，AEGON USA Investment Management, LLC 按市值排列的前三大核心持股分别为：VTI (70.3%)、WFC 7.5 PERP L (2.6%)、BND (2.3%)。其中最大持股仓位 VTI 占据整体投资组合约 70.3% 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
SO 7.125 12-15-28 A
市值: US$75.0万
本季最大获利了结 / 清仓标的
F 0 03-15-26
前期市值: US$191.8万
在 Q1 2026 季度中，AEGON USA Investment Management, LLC 共进行了 14 项持仓异动，包含新建仓 2 个仓位、加仓 2 个仓位、减仓 5 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SO 7.125 12-15-28 A。 本季清仓仓位包含 F 0 03-15-26。
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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