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: 0000011544
申报总市值
US$21.0亿
US$21.0亿
142 檔
41.1%
截至 Q2 2024 季度末，Berkley W R CORP 的美股持仓估值约为 US$21.0亿，全数申报仓位共有 142 档。
Berkley W R CORP 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 13 档持股的同时，亦同步清仓 13 档并减仓 11 档标的。
在资产配置集中度方面，Berkley W R CORP 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合计占整体申报市值的 41.1%，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 | AAPL | Apple Inc | 股票-科技 | 9.68% | — | +174.97% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.51% | — | +146.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.55% | +5.31% | NEW | |
| 4 | KMI | Kinder Morgan, Inc. | 股票-能源 | 6.38% | -0.79% | — | |
| 5 | EPD | Enterprise Products Partners | 股票-能源 | 6.21% | -1.91% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 5.70% | +2.38% | NEW | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.29% | +1.14% | NEW | |
| 8 | MCD | Mcdonald's CORP | 股票-周期性消费 | 4.81% | — | — | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 4.32% | -1.03% | +18.75% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 4.08% | — | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 2.46% | — | — | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.15% | — | — | |
| 13 | ON | On Semiconductor | 股票-科技 | 2.11% | +0.87% | — | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.11% | — | — | |
| 15 | VC | Visteon CORP | 股票-其他 | 1.80% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | — | — | |
| 17 | CCXI | Churchill Capital Corp XI | 股票-其他 | 1.47% | — | +18.23% | |
| 18 | GBLI | Global Indemnity Group Llc-a | 股票-其他 | 1.20% | -1.35% | EXIT | |
| 19 | OZK | Bank Ozk | 股票-金融 | 1.04% | — | — | |
| 20 | NTR | Nutrien LTD | 股票-原材料 | 0.94% | — | — | |
| 21 | WRB | Wr Berkley CORP | 股票-金融 | 0.89% | — | — | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 0.84% | +2.01% | NEW | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | — | — | |
| 24 | RIGL | Rigel Pharmaceuticals, Inc. | 股票-其他 | 0.74% | — | -21.92% | |
| 25 | ARES | Ares Management Corporation | 股票-金融 | 0.68% | — | +627.39% | |
| 26 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 0.67% | — | +10.09% | |
| 27 | ✓ | Tortoiseecofin Acquisition C | 股票-其他 | 0.60% | — | -11.89% | |
| 28 | MCAHR | Mountain Crest Acquisition 6 Corp. | 股票-其他 | 0.60% | — | +5.81% | |
| 29 | SVACW | Spring Valley Acquisition Corp. III | 股票-其他 | 0.52% | — | +78.03% | |
| 30 | ✓ | Inflection Pt Acquisitn Crp | 股票-其他 | 0.49% | — | +635.97% | |
| 31 | ✓ | Tristar Acquisition I CORP | 股票-其他 | 0.44% | — | — | |
| 32 | ICMB | Investcorp Credit Management BDC, Inc. | 股票-其他 | 0.43% | — | +21.10% | |
| 33 | ✓ | Keen Vision Acquisition CORP | 股票-其他 | 0.42% | — | +97.43% | |
| 34 | ES | Eversource Energy | 股票-公用事业 | 0.42% | — | +15.93% | |
| 35 | ✓ | Sdcl Edge Acquisition CORP | 股票-其他 | 0.39% | — | -29.35% | |
| 36 | ✓ | Ap Acquisition CORP | 股票-其他 | 0.39% | — | -22.25% | |
| 37 | ICMB | Investcorp Credit Management BDC, Inc. | 股票-其他 | 0.38% | — | -52.86% | |
| 38 | ✓ | Rcf Acquisition CORP | 股票-其他 | 0.38% | — | +59.43% | |
| 39 | TBMC | Trailblazer Merger CORP I | 股票-其他 | 0.38% | — | +415.98% | |
| 40 | PAII | Pyrophyte Acquisition Corp. II | 股票-其他 | 0.36% | — | -42.50% | |
| 41 | EMCGR | Embrace Change Acquisition Corp | 股票-其他 | 0.33% | — | +8.50% | |
| 42 | ✓ | 股票-其他 | 0.31% | — | +81.98% | ||
| 43 | ✓ | Apx Acquisition CORP I | 股票-其他 | 0.28% | — | +45.71% | |
| 44 | ✓ | Zalatoris Ii Acquisition Cor | 股票-其他 | 0.28% | — | +9.47% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.27% | -0.11% | — | |
| 46 | ✓ | Cf Acquisition CORP Vii | 股票-其他 | 0.26% | — | — | |
| 47 | ✓ | Tenx Keane Acquisition | 股票-其他 | 0.25% | — | +0.04% | |
| 48 | ✓ | Burtech Acquisition CORP | 股票-其他 | 0.24% | — | — | |
| 49 | KOYNW | CSLM Digital Asset Acquisition Corp III, Ltd | 股票-其他 | 0.24% | — | -28.58% | |
| 50 | ✓ | 股票-其他 | 0.23% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.9% | +174.97% | 加仓 |
| 2 | NVDA | Nvidia CORP | +5.7% | NEW | 新建仓 |
| 3 | MCD | Mcdonald's CORP | +4.8% | NEW | 新建仓 |
| 4 | MSFT | Microsoft CORP | +4.2% | +248.00% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +4.2% | +146.08% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +4.1% | NEW | 新建仓 |
| 7 | CRM | Salesforce Inc | +2.2% | NEW | 新建仓 |
| 8 | META | Meta Platforms Inc-class A | +2.1% | NEW | 新建仓 |
| 9 | AMZN | Amazon.com Inc | +1.3% | +63.60% | 加仓 |
| 10 | OZK | Bank Ozk | +1% | NEW | 新建仓 |
| 11 | WRB | Wr Berkley CORP | +0.9% | NEW | 新建仓 |
| 12 | TSLA | Tesla Inc | +0.8% | NEW | 新建仓 |
| 13 | QCOM | Qualcomm Inc | +0.8% | NEW | 新建仓 |
| 14 | ARES | Ares Management Corporation | +0.6% | +627.39% | 加仓 |
| 15 | ✓ | Inflection Pt Acquisitn Crp | +0.4% | +635.97% | 加仓 |
| 16 | TBMC | Trailblazer Merger CORP I | +0.3% | +415.98% | 加仓 |
| 17 | SVACW | Spring Valley Acquisition Corp. III | +0.1% | +78.03% | 加仓 |
| 18 | ✓ | Keen Vision Acquisition CORP | +0.1% | +97.43% | 加仓 |
| 19 | ✓ | +0.1% | +186.16% | 加仓 | |
| 20 | ✓ | Rcf Acquisition CORP | +0.1% | +59.43% | 加仓 |
| 21 | CCXI | Churchill Capital Corp XI | -0.2% | +18.23% | 加仓 |
| 22 | ✓ | Global Blockchain Acqui CORP | -0.2% | EXIT | 清仓 |
| 23 | AQUC | Aquaron Acquisition CORP | -0.2% | EXIT | 清仓 |
| 24 | PLMKW | Plum Acquisition Corp. IV | -0.2% | -86.05% | 减仓 |
| 25 | ✓ | Aimfinity Investment CORP I | -0.2% | EXIT | 清仓 |
| 26 | ✓ | Pegasus Digital Mobility Acqui | -0.3% | EXIT | 清仓 |
| 27 | SBUX | Starbucks Corporation | -0.3% | -80.20% | 减仓 |
| 28 | NVT | nVent Electric plc | -0.3% | -53.09% | 减仓 |
| 29 | ✓ | Lamf Global Ventures CORP I | -0.3% | EXIT | 清仓 |
| 30 | ✓ | Cartica Acquisition CORP | -0.3% | -72.34% | 减仓 |
| 31 | ✓ | Generation Asia I Acquisitio | -0.3% | -64.18% | 减仓 |
| 32 | ET | Energy Transfer LP | -0.3% | +18.75% | 加仓 |
| 33 | ✓ | Evergreen Corporation | -0.3% | -65.40% | 减仓 |
| 34 | ✓ | Sdcl Edge Acquisition CORP | -0.3% | -29.35% | 减仓 |
| 35 | OBDC | Blue Owl Capital Corporation | -0.3% | EXIT | 清仓 |
| 36 | PAII | Pyrophyte Acquisition Corp. II | -0.4% | -42.50% | 减仓 |
| 37 | ✓ | Learn Cw Investment Cor | -0.5% | EXIT | 清仓 |
| 38 | RIGL | Rigel Pharmaceuticals, Inc. | -0.5% | -21.92% | 减仓 |
| 39 | ICMB | Investcorp Credit Management BDC, Inc. | -0.7% | -52.86% | 减仓 |
| 40 | VC | Visteon CORP | -0.8% | — | 不变 |
| 41 | PAX | Patria Investments Limited | -0.8% | -83.63% | 减仓 |
| 42 | ON | On Semiconductor | -0.9% | — | 不变 |
| 43 | KMI | Kinder Morgan, Inc. | -1.4% | — | 不变 |
| 44 | GOOG | Alphabet Inc-cl C | -1.7% | EXIT | 清仓 |
| 45 | CMC | Commercial Metals Co | -1.7% | EXIT | 清仓 |
| 46 | ✓ | Screaming Eagle Acquisitn Co | -2.1% | EXIT | 清仓 |
| 47 | INTC | Intel CORP | -2.2% | — | 不变 |
| 48 | WES | Western Midstream Partners L | -3.2% | EXIT | 清仓 |
| 49 | ORI | Old Republic Intl CORP | -4.6% | EXIT | 清仓 |
| 50 | MRK | Merck & Co. Inc. | -7.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Berkley W R CORP 在 Q2 2024 季度的美股持仓总市值约为 US$21.0亿，共申报了 142 个公开持股仓位。
在 Q2 2024 季度，Berkley W R CORP 按市值排列的前三大核心持股分别为：AAPL (9.7%)、GOOGL (7.5%)、MSFT (6.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.7% 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
NVDA
市值: US$1.4亿
本季最大获利了结 / 清仓标的
MRK
前期市值: US$1.3亿
在 Q2 2024 季度中，Berkley W R CORP 共进行了 46 项持仓异动，包含新建仓 9 个仓位、加仓 13 个仓位、减仓 11 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 NVDA。 本季清仓仓位包含 MRK。
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。