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
139 檔
41.3%
Q4 2024 季度申报显示，Berkley W R CORP 披露的美股组合总市值为 US$21.0亿，涵盖 139 个不同之权益投资仓位。
Berkley W R CORP 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 49 个全新仓位及加仓 19 档持股的同时，亦同步清仓 52 档并减仓 17 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 KMI, AMZN, AAPL 等）合计占整体申报市值的 41.3%，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 | KMI | Kinder Morgan, Inc. | 股票-能源 | 8.30% | -0.79% | — | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.93% | +1.14% | NEW | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.91% | — | — | |
| 4 | EPD | Enterprise Products Partners | 股票-能源 | 6.34% | -1.91% | — | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 5.94% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.64% | +5.31% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.53% | — | — | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 5.48% | — | +68.71% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.24% | — | — | |
| 10 | ET | Energy Transfer LP | 股票-能源 | 4.93% | -1.03% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 4.24% | +2.38% | NEW | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 3.30% | — | — | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.09% | — | — | |
| 14 | AXP | American Express Co | 股票-金融 | 2.36% | — | — | |
| 15 | ON | On Semiconductor | 股票-科技 | 1.83% | +0.87% | — | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.76% | — | — | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.50% | — | — | |
| 18 | VC | Visteon CORP | 股票-其他 | 1.41% | — | — | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | — | -48.02% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | — | — | |
| 21 | GBLI | Global Indemnity Group Llc-a | 股票-其他 | 1.32% | -1.35% | EXIT | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.15% | — | -49.90% | |
| 23 | OZK | Bank Ozk | 股票-金融 | 0.89% | — | -16.64% | |
| 24 | NTR | Nutrien LTD | 股票-原材料 | 0.78% | — | — | |
| 25 | ARES | Ares Management Corporation | 股票-金融 | 0.70% | — | +6.61% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | — | — | |
| 27 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 0.43% | +0.18% | +414.33% | |
| 28 | JOE | St Joe Co/the | 股票-其他 | 0.37% | -0.08% | — | |
| 29 | PAII | Pyrophyte Acquisition Corp. II | 股票-其他 | 0.33% | — | — | |
| 30 | YCY-UN | AA Mission Acquisition Corp. II | 股票-其他 | 0.31% | — | +54.34% | |
| 31 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 0.28% | — | -42.96% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.25% | -0.11% | — | |
| 33 | NBR | Nabors Industries Ltd. | 股票-其他 | 0.24% | — | +15.68% | |
| 34 | ✓ | 股票-其他 | 0.22% | — | +15.27% | ||
| 35 | ✓ | Keen Vision Acquisition CORP | 股票-其他 | 0.22% | — | -47.81% | |
| 36 | ✓ | 股票-其他 | 0.22% | -0.03% | — | ||
| 37 | ✓ | 股票-其他 | 0.20% | — | — | ||
| 38 | ✓ | Vine Hill Cap Invt CORP. | 股票-其他 | 0.19% | -0.38% | EXIT | |
| 39 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | 股票-其他 | 0.19% | — | — | |
| 40 | VOYG | Voyager Technologies, Inc. | 股票-其他 | 0.19% | -0.75% | EXIT | |
| 41 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | 股票-其他 | 0.18% | — | — | |
| 42 | ✓ | Black Hawk Acquisition CORP | 股票-其他 | 0.18% | — | — | |
| 43 | QETA | Quetta Acquisition CORP | 股票-其他 | 0.18% | — | +113.24% | |
| 44 | ✓ | Israel Acquisitions Corp | 股票-其他 | 0.18% | — | — | |
| 45 | SIMA | SIM Acquisition Corp. I | 股票-其他 | 0.17% | -0.53% | EXIT | |
| 46 | ✓ | 股票-其他 | 0.17% | +0.09% | — | ||
| 47 | UCFI | Cn Healthy Food Tech Group C | 股票-其他 | 0.16% | — | — | |
| 48 | ✓ | Cartica Acquisition CORP | 股票-其他 | 0.16% | — | — | |
| 49 | ✓ | 股票-其他 | 0.16% | -0.99% | EXIT | ||
| 50 | ✓ | 股票-其他 | 0.15% | — | +15.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6.9% | NEW | 新建仓 |
| 2 | CRM | Salesforce Inc | +5.9% | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | +5.6% | NEW | 新建仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +5.5% | NEW | 新建仓 |
| 5 | META | Meta Platforms Inc-class A | +5.2% | NEW | 新建仓 |
| 6 | MU | Micron Technology Inc | +3.3% | NEW | 新建仓 |
| 7 | AMZN | Amazon.com Inc | +2.5% | +89.65% | 加仓 |
| 8 | AXP | American Express Co | +2.4% | NEW | 新建仓 |
| 9 | QCOM | Qualcomm Inc | +0.6% | NEW | 新建仓 |
| 10 | JOE | St Joe Co/the | +0.4% | NEW | 新建仓 |
| 11 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.3% | +414.33% | 加仓 |
| 12 | ✓ | +0.2% | NEW | 新建仓 | |
| 13 | ✓ | Vine Hill Cap Invt CORP. | +0.2% | NEW | 新建仓 |
| 14 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | +0.2% | NEW | 新建仓 |
| 15 | VOYG | Voyager Technologies, Inc. | +0.2% | NEW | 新建仓 |
| 16 | ✓ | +0.2% | NEW | 新建仓 | |
| 17 | ✓ | Aldel Finl Ii Inc | +0.1% | NEW | 新建仓 |
| 18 | ✓ | Hcm Ii Acquisition CORP | +0.1% | NEW | 新建仓 |
| 19 | ✓ | +0.1% | NEW | 新建仓 | |
| 20 | ✓ | +0.1% | NEW | 新建仓 | |
| 21 | ✓ | +0.1% | NEW | 新建仓 | |
| 22 | ✓ | Gsr Iii Acquisition CORP | +0.1% | NEW | 新建仓 |
| 23 | ✓ | Global Lights Acquisition Co | +0.1% | +246.18% | 加仓 |
| 24 | ✓ | +0.1% | NEW | 新建仓 | |
| 25 | ✓ | Roman Dbdr Acquisition CORP | +0.1% | NEW | 新建仓 |
| 26 | ✓ | Willow Lane Acquisition CORP | +0.1% | NEW | 新建仓 |
| 27 | IBAC | Ib Acquisition CORP | +0.1% | +705.69% | 加仓 |
| 28 | ✓ | +0.1% | NEW | 新建仓 | |
| 29 | ✓ | Translational Dev Acquisitio | +0.1% | NEW | 新建仓 |
| 30 | QETA | Quetta Acquisition CORP | +0.1% | +113.24% | 加仓 |
| 31 | ✓ | Valuence Merger CORP I | +0.1% | +162.54% | 加仓 |
| 32 | ✓ | Tavia Acquisition CORP | +0.1% | NEW | 新建仓 |
| 33 | ✓ | Fact Ii Acquisition CORP | +0.1% | NEW | 新建仓 |
| 34 | ✓ | Charlton Aria Acquisition Co | +0.1% | NEW | 新建仓 |
| 35 | ✓ | +0.1% | NEW | 新建仓 | |
| 36 | ✓ | A Spac Iii Acquisition CORP | +0.1% | NEW | 新建仓 |
| 37 | ✓ | Rf Acquisition CORP Ii | 0% | +165.49% | 加仓 |
| 38 | HVII | Hennessy Capital Investment Corp. VII | 0% | NEW | 新建仓 |
| 39 | ✓ | Newbury Str Ii Acquisition C | 0% | NEW | 新建仓 |
| 40 | ✓ | 0% | NEW | 新建仓 | |
| 41 | ✓ | Cohen Circle Acquisition Cor | 0% | NEW | 新建仓 |
| 42 | ✓ | 0% | NEW | 新建仓 | |
| 43 | ✓ | Black Spade Acquisition Ii C | 0% | NEW | 新建仓 |
| 44 | YCY-UN | AA Mission Acquisition Corp. II | 0% | +54.34% | 加仓 |
| 45 | ✓ | Ai Transn Acquisition CORP | 0% | +91.11% | 加仓 |
| 46 | ✓ | Silverbox CORP Iv | 0% | NEW | 新建仓 |
| 47 | NOEMU | Co2 Energy Transition CORP | 0% | NEW | 新建仓 |
| 48 | ✓ | 0% | NEW | 新建仓 | |
| 49 | EMCGR | Embrace Change Acquisition Corp | 0% | NEW | 新建仓 |
| 50 | ✓ | 0% | +46.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Berkley W R CORP 在 Q4 2024 季度的美股持仓总市值约为 US$21.0亿，共申报了 139 个公开持股仓位。
在 Q4 2024 季度，Berkley W R CORP 按市值排列的前三大核心持股分别为：KMI (8.3%)、AMZN (6.9%)、AAPL (6.9%)。其中最大持股仓位 KMI 占据整体投资组合约 8.3% 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
AAPL
市值: US$1.7亿
本季最大获利了结 / 清仓标的
BRK-B
前期市值: US$4575.0万
在 Q4 2024 季度中，Berkley W R CORP 共进行了 137 项持仓异动，包含新建仓 49 个仓位、加仓 19 个仓位、减仓 17 个仓位以及清仓 52 个仓位。 其中最大新建仓标的为 AAPL。 本季清仓仓位包含 BRK-B。
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。