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: 0001587281
申报总市值
US$2.6亿
US$2.6亿
454 檔
3.2%
根据最新整理的 13F 季度数据集，Virtus Advisers, LLC 于 Q3 2024 结束时的管理资产规模为 US$2.6亿。该机构在本季度申报了 454 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Virtus Advisers, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 35 个新仓位，并对 2 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Virtus Advisers, LLC 的前 5 大核心持股（包含 OCCI, HYG, APP 等）合计占整体申报市值的 3.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 454 只）
| # | 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 | OCCI | Ofs Credit Company Inc | 股票-其他 | 0.97% | — | — | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.92% | — | — | |
| 3 | APP | Applovin Corp-class A | 股票-科技 | 0.70% | — | — | |
| 4 | TPVG | Triplepoint Venture Growth B | 股票-其他 | 0.65% | — | +25.48% | |
| 5 | CEG | Constellation Energy | 股票-公用事业 | 0.61% | — | — | |
| 6 | PSA | Public Storage | 股票-房地产 | 0.60% | — | +440.74% | |
| 7 | ECC | Eagle Point Credit Co | 股票-其他 | 0.59% | — | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | — | -17.76% | |
| 9 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.54% | — | +394.83% | |
| 10 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.54% | — | -11.13% | |
| 11 | AXON | Axon Enterprise Inc | 股票-工业 | 0.53% | — | — | |
| 12 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.51% | — | -15.72% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.02% | +10.72% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 0.51% | — | — | |
| 15 | PSEC | Prospect Capital CORP | 股票-其他 | 0.51% | — | -2.06% | |
| 16 | CPNG | Coupang Inc | 股票-周期性消费 | 0.50% | — | — | |
| 17 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.50% | — | — | |
| 18 | IRM | Iron Mountain Inc | 股票-房地产 | 0.50% | — | — | |
| 19 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.50% | — | -17.69% | |
| 20 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.49% | — | -10.31% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 0.49% | — | — | |
| 22 | TT | Trane Technologies plc | 股票-工业 | 0.49% | — | -6.15% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 0.49% | — | +5.80% | |
| 24 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.49% | — | +11.76% | |
| 25 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.49% | — | +1.94% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.01% | NEW | |
| 27 | UBER | Uber Technologies Inc | 股票-工业 | 0.48% | — | +14.41% | |
| 28 | HUBB | Hubbell Inc | 股票-工业 | 0.48% | — | — | |
| 29 | WELL | Welltower Inc | 股票-房地产 | 0.48% | — | — | |
| 30 | PWR | Quanta Services Inc | 股票-工业 | 0.48% | — | +2.34% | |
| 31 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.48% | — | +1.83% | |
| 32 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.48% | — | +11.75% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.48% | — | -8.39% | |
| 34 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.48% | — | +3.38% | |
| 35 | EOG | Eog Resources Inc | 股票-能源 | 0.48% | — | +8.95% | |
| 36 | ADSK | Autodesk Inc | 股票-科技 | 0.47% | — | -3.64% | |
| 37 | NVR | Nvr Inc | 股票-周期性消费 | 0.47% | — | -18.90% | |
| 38 | PH | Parker Hannifin CORP | 股票-工业 | 0.47% | -0.02% | +3.91% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | — | +735.34% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | — | +9.60% | |
| 41 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.47% | -0.01% | -23.02% | |
| 42 | NFLX | Netflix Inc | 股票-通信服务 | 0.46% | — | -8.13% | |
| 43 | HEI | Heico CORP | 股票-工业 | 0.46% | — | — | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.46% | — | +8.37% | |
| 45 | CMI | Cummins Inc | 股票-工业 | 0.46% | -0.02% | — | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.46% | — | -10.96% | |
| 47 | ✓ | Xai Octagn Flt Rat & Alt Inm | 股票-其他 | 0.46% | — | -15.97% | |
| 48 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.46% | — | — | |
| 49 | AXP | American Express Co | 股票-金融 | 0.46% | — | +1.15% | |
| 50 | KKR | Kkr & Co Inc | 股票-金融 | 0.46% | — | -14.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OCCI | Ofs Credit Company Inc | +1% | NEW | 新建仓 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.9% | NEW | 新建仓 |
| 3 | APP | Applovin Corp-class A | +0.7% | NEW | 新建仓 |
| 4 | CEG | Constellation Energy | +0.6% | NEW | 新建仓 |
| 5 | ECC | Eagle Point Credit Co | +0.6% | NEW | 新建仓 |
| 6 | AXON | Axon Enterprise Inc | +0.5% | NEW | 新建仓 |
| 7 | PSA | Public Storage | +0.5% | +440.74% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.5% | NEW | 新建仓 |
| 9 | CPNG | Coupang Inc | +0.5% | NEW | 新建仓 |
| 10 | HWM | Howmet Aerospace Inc | +0.5% | NEW | 新建仓 |
| 11 | IRM | Iron Mountain Inc | +0.5% | NEW | 新建仓 |
| 12 | AFL | Aflac Inc | +0.5% | NEW | 新建仓 |
| 13 | HUBB | Hubbell Inc | +0.5% | NEW | 新建仓 |
| 14 | WELL | Welltower Inc | +0.5% | NEW | 新建仓 |
| 15 | HEI | Heico CORP | +0.5% | NEW | 新建仓 |
| 16 | CMI | Cummins Inc | +0.5% | NEW | 新建仓 |
| 17 | PHM | Pultegroup Inc | +0.5% | NEW | 新建仓 |
| 18 | LLY | Eli Lilly & Co | +0.5% | NEW | 新建仓 |
| 19 | FSLR | First Solar Inc | +0.5% | NEW | 新建仓 |
| 20 | SYK | Stryker CORP | +0.5% | NEW | 新建仓 |
| 21 | EXR | Extra Space Storage Inc | +0.4% | +394.83% | 加仓 |
| 22 | DECK | Deckers Outdoor CORP | +0.4% | NEW | 新建仓 |
| 23 | AAPL | Apple Inc | +0.4% | NEW | 新建仓 |
| 24 | PTC | Ptc Inc | +0.4% | NEW | 新建仓 |
| 25 | PG | Procter & Gamble Co/the | +0.4% | NEW | 新建仓 |
| 26 | MRSH | Marsh & Mclennan Cos | +0.4% | NEW | 新建仓 |
| 27 | AMZN | Amazon.com Inc | +0.4% | NEW | 新建仓 |
| 28 | ADI | Analog Devices Inc | +0.4% | NEW | 新建仓 |
| 29 | FITB | Fifth Third Bancorp | +0.4% | NEW | 新建仓 |
| 30 | NTRS | Northern Trust CORP | +0.4% | NEW | 新建仓 |
| 31 | XOM | Exxon Mobil CORP | +0.4% | NEW | 新建仓 |
| 32 | IR | Ingersoll-rand Inc | +0.4% | NEW | 新建仓 |
| 33 | JPM | Jpmorgan Chase & Co | +0.4% | NEW | 新建仓 |
| 34 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | 新建仓 |
| 35 | ELV | Elevance Health Inc | +0.4% | NEW | 新建仓 |
| 36 | SYF | Synchrony Financial | +0.4% | NEW | 新建仓 |
| 37 | CFG | Citizens Financial Group | +0.4% | NEW | 新建仓 |
| 38 | OKE | Oneok Inc | -0.4% | EXIT | 清仓 |
| 39 | TROW | T Rowe Price Group Inc | -0.4% | EXIT | 清仓 |
| 40 | DDOG | Datadog Inc - Class A | -0.4% | EXIT | 清仓 |
| 41 | LYV | Live Nation Entertainment In | -0.4% | EXIT | 清仓 |
| 42 | EW | Edwards Lifesciences CORP | -0.4% | EXIT | 清仓 |
| 43 | TEL | TE Connectivity plc | -0.4% | EXIT | 清仓 |
| 44 | STE | STERIS plc | -0.4% | EXIT | 清仓 |
| 45 | ROST | Ross Stores Inc | -0.4% | EXIT | 清仓 |
| 46 | EXPD | Expeditors Intl Wash Inc | -0.4% | EXIT | 清仓 |
| 47 | ADBE | Adobe Inc | -0.5% | EXIT | 清仓 |
| 48 | GEN | Gen Digital Inc | -0.5% | EXIT | 清仓 |
| 49 | REGN | Regeneron Pharmaceuticals | -0.5% | -74.82% | 减仓 |
| 50 | OXLC | Oxford Lane Capital Corp. | -0.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Virtus Advisers, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$2.6亿，共申报了 454 个公开持股仓位。
在 Q3 2024 季度，Virtus Advisers, LLC 按市值排列的前三大核心持股分别为：OCCI (1.0%)、HYG (0.9%)、APP (0.7%)。其中最大持股仓位 OCCI 占据整体投资组合约 1.0% 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
OCCI
市值: US$206.4万
本季最大获利了结 / 清仓标的
OXLC
前期市值: US$149.3万
在 Q3 2024 季度中，Virtus Advisers, LLC 共进行了 50 项持仓异动，包含新建仓 35 个仓位、加仓 2 个仓位、减仓 1 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 OCCI。 本季清仓仓位包含 OXLC。
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。