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
33.3%
在 Q3 2024 申报期间，Berkley W R CORP（CIK: 0000011544）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$21.0亿，共持有 142 个公开申报仓位。
Berkley W R CORP 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 50 个全新仓位及加仓 22 档持股的同时，亦同步清仓 50 档并减仓 35 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 NVDA, KMI, EPD 等）合计占整体申报市值的 33.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
JNJ
市值: US$8709.1万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$2.3亿
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 9.58% | +2.38% | NEW | |
| 2 | KMI | Kinder Morgan, Inc. | 股票-能源 | 9.54% | -0.79% | — | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 8.40% | -1.91% | — | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 6.29% | — | +13.18% | |
| 5 | ET | Energy Transfer LP | 股票-能源 | 5.76% | -1.03% | — | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.93% | — | — | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.43% | +1.14% | NEW | |
| 8 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.43% | — | -55.68% | |
| 9 | ON | On Semiconductor | 股票-科技 | 3.01% | +0.87% | — | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.82% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.59% | — | — | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.56% | — | — | |
| 13 | INTC | Intel CORP | 股票-科技 | 2.51% | — | — | |
| 14 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.49% | — | — | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.17% | — | — | |
| 16 | VC | Visteon CORP | 股票-其他 | 2.16% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 2.05% | — | — | |
| 18 | GBLI | Global Indemnity Group Llc-a | 股票-其他 | 1.73% | -1.35% | EXIT | |
| 19 | OZK | Bank Ozk | 股票-金融 | 1.46% | — | +0.13% | |
| 20 | NTR | Nutrien LTD | 股票-原材料 | 1.19% | — | — | |
| 21 | ARES | Ares Management Corporation | 股票-金融 | 0.93% | — | — | |
| 22 | ✓ | Inflection Pt Acquisitn Crp | 股票-其他 | 0.73% | — | +9.99% | |
| 23 | SVACW | Spring Valley Acquisition Corp. III | 股票-其他 | 0.70% | — | — | |
| 24 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 0.69% | — | -24.18% | |
| 25 | MCAHR | Mountain Crest Acquisition 6 Corp. | 股票-其他 | 0.69% | — | -14.08% | |
| 26 | ✓ | Keen Vision Acquisition CORP | 股票-其他 | 0.58% | — | — | |
| 27 | ICMB | Investcorp Credit Management BDC, Inc. | 股票-其他 | 0.54% | — | — | |
| 28 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.51% | — | — | |
| 29 | PAII | Pyrophyte Acquisition Corp. II | 股票-其他 | 0.48% | — | -1.45% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.40% | -0.11% | — | |
| 31 | ✓ | Alchemy Invts Acquisitn CORP | 股票-其他 | 0.37% | — | +95.30% | |
| 32 | ✓ | Rcf Acquisition CORP | 股票-其他 | 0.34% | — | -34.49% | |
| 33 | ✓ | Apx Acquisition CORP I | 股票-其他 | 0.32% | — | -15.19% | |
| 34 | ✓ | Metal Sky Star Acquisition C | 股票-其他 | 0.30% | — | — | |
| 35 | NBR | Nabors Industries Ltd. | 股票-其他 | 0.30% | — | +1.68% | |
| 36 | YCY-UN | AA Mission Acquisition Corp. II | 股票-其他 | 0.29% | — | — | |
| 37 | ✓ | Cf Acquisition CORP Vii | 股票-其他 | 0.28% | — | -19.57% | |
| 38 | TBMC | Trailblazer Merger CORP I | 股票-其他 | 0.28% | — | -46.14% | |
| 39 | ✓ | 股票-其他 | 0.27% | — | -9.56% | ||
| 40 | ✓ | 股票-其他 | 0.27% | — | -14.00% | ||
| 41 | ESHA | Esh Acquisition Corp-a | 股票-其他 | 0.26% | — | +503.54% | |
| 42 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | 股票-其他 | 0.26% | — | — | |
| 43 | ✓ | Black Hawk Acquisition CORP | 股票-其他 | 0.25% | — | — | |
| 44 | ✓ | Israel Acquisitions Corp | 股票-其他 | 0.25% | — | — | |
| 45 | ✓ | Andretti Acquisition CORP Ii | 股票-其他 | 0.24% | — | — | |
| 46 | SIMA | SIM Acquisition Corp. I | 股票-其他 | 0.24% | -0.53% | EXIT | |
| 47 | UCFI | Cn Healthy Food Tech Group C | 股票-其他 | 0.23% | — | +45.33% | |
| 48 | RIGL | Rigel Pharmaceuticals, Inc. | 股票-其他 | 0.23% | — | -77.49% | |
| 49 | ✓ | Cartica Acquisition CORP | 股票-其他 | 0.22% | — | +98.61% | |
| 50 | ✓ | Tmt Acquisition CORP | 股票-其他 | 0.22% | — | +1.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +4.9% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +3.9% | +26.96% | 加仓 |
| 3 | KMI | Kinder Morgan, Inc. | +3.2% | — | 不变 |
| 4 | AVGO | Broadcom Inc | +2.8% | NEW | 新建仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +2.6% | NEW | 新建仓 |
| 6 | MRK | Merck & Co. Inc. | +2.6% | NEW | 新建仓 |
| 7 | NKE | Nike Inc -cl B | +2.5% | NEW | 新建仓 |
| 8 | AMD | Advanced Micro Devices | +2.2% | +13.18% | 加仓 |
| 9 | EPD | Enterprise Products Partners | +2.2% | — | 不变 |
| 10 | DIS | Walt Disney Co/the | +2.2% | NEW | 新建仓 |
| 11 | ET | Energy Transfer LP | +1.4% | — | 不变 |
| 12 | ON | On Semiconductor | +0.9% | — | 不变 |
| 13 | XOM | Exxon Mobil CORP | +0.6% | — | 不变 |
| 14 | GBLI | Global Indemnity Group Llc-a | +0.5% | — | 不变 |
| 15 | A | Agilent Technologies Inc | +0.5% | NEW | 新建仓 |
| 16 | OZK | Bank Ozk | +0.4% | +0.13% | 加仓 |
| 17 | VC | Visteon CORP | +0.4% | — | 不变 |
| 18 | YCY-UN | AA Mission Acquisition Corp. II | +0.3% | NEW | 新建仓 |
| 19 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | +0.3% | NEW | 新建仓 |
| 20 | ✓ | Black Hawk Acquisition CORP | +0.3% | NEW | 新建仓 |
| 21 | NTR | Nutrien LTD | +0.3% | — | 不变 |
| 22 | ARES | Ares Management Corporation | +0.3% | — | 不变 |
| 23 | ✓ | Andretti Acquisition CORP Ii | +0.2% | NEW | 新建仓 |
| 24 | SIMA | SIM Acquisition Corp. I | +0.2% | NEW | 新建仓 |
| 25 | ✓ | Inflection Pt Acquisitn Crp | +0.2% | +9.99% | 加仓 |
| 26 | ESHA | Esh Acquisition Corp-a | +0.2% | +503.54% | 加仓 |
| 27 | ✓ | Alchemy Invts Acquisitn CORP | +0.2% | +95.30% | 加仓 |
| 28 | ✓ | +0.2% | NEW | 新建仓 | |
| 29 | ✓ | +0.2% | NEW | 新建仓 | |
| 30 | SVACW | Spring Valley Acquisition Corp. III | +0.2% | — | 不变 |
| 31 | GPATU | GP-Act III Acquisition Corp. | +0.2% | NEW | 新建仓 |
| 32 | CUBWW | Lionheart Holdings | +0.2% | NEW | 新建仓 |
| 33 | ✓ | Hcm Ii Acquisition CORP | +0.2% | NEW | 新建仓 |
| 34 | ✓ | Coliseum Acquisition CORP | +0.2% | NEW | 新建仓 |
| 35 | ICMB | Investcorp Credit Management BDC, Inc. | +0.2% | — | 不变 |
| 36 | ✓ | Keen Vision Acquisition CORP | +0.2% | — | 不变 |
| 37 | ✓ | +0.2% | NEW | 新建仓 | |
| 38 | ✓ | Cantor Equity Partners Inc | +0.2% | NEW | 新建仓 |
| 39 | BAYA | Bayview Acquisition Corp-a | +0.2% | +149.71% | 加仓 |
| 40 | EAF | GrafTech International Ltd. | +0.1% | NEW | 新建仓 |
| 41 | LPAAU | Launch One Acquisition Corp. | +0.1% | NEW | 新建仓 |
| 42 | ✓ | Flag Ship Acquisition CORP | +0.1% | NEW | 新建仓 |
| 43 | ✓ | Cartica Acquisition CORP | +0.1% | +98.61% | 加仓 |
| 44 | ✓ | Vine Hill Cap Invt CORP. | +0.1% | NEW | 新建仓 |
| 45 | ✓ | +0.1% | +249.49% | 加仓 | |
| 46 | VZ | Verizon Communications Inc | +0.1% | — | 不变 |
| 47 | ✓ | Voyager Acquisition CORP | +0.1% | NEW | 新建仓 |
| 48 | QETA | Quetta Acquisition CORP | +0.1% | NEW | 新建仓 |
| 49 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.1% | NEW | 新建仓 |
| 50 | ✓ | Aimfinity Investment CORP I | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Berkley W R CORP 在 Q3 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 Q3 2024 季度，Berkley W R CORP 按市值排列的前三大核心持股分别为：NVDA (9.6%)、KMI (9.5%)、EPD (8.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 9.6% 的权重。
在 Q3 2024 季度中，Berkley W R CORP 共进行了 157 项持仓异动，包含新建仓 50 个仓位、加仓 22 个仓位、减仓 35 个仓位以及清仓 50 个仓位。 其中最大新建仓标的为 JNJ。 本季清仓仓位包含 AAPL。
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。
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。
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。