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: 0000019481
申报总市值
US$4.3亿
US$4.3亿
439 檔
2.5%
Q2 2025 季度申报显示，Virtus Investment Advisers, LLC 披露的美股组合总市值为 US$4.3亿，涵盖 439 个不同之权益投资仓位。
在 Q2 2025，Virtus Investment Advisers, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 30 个新仓位，并对 3 个既有持股进行加仓（合计增持 33 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 Investment Advisers, LLC 的前 5 大核心持股（包含 ORCL, OCCI, VST 等）合计占整体申报市值的 2.5%，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 439 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 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.08% | +15.48% | |
| 2 | OCCI | Ofs Credit Company Inc | 股票-其他 | 0.74% | -0.14% | -10.88% | |
| 3 | VST | Vistra CORP | 股票-公用事业 | 0.72% | — | +15.26% | |
| 4 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.69% | +0.01% | +22.06% | |
| 5 | INCY | Incyte CORP | 股票-医疗保健 | 0.69% | +0.07% | +21.84% | |
| 6 | CEG | Constellation Energy | 股票-公用事业 | 0.68% | — | — | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | -0.11% | +5.17% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.09% | +13.34% | |
| 9 | NTRS | Northern Trust CORP | 股票-金融 | 0.65% | -0.49% | EXIT | |
| 10 | AXON | Axon Enterprise Inc | 股票-工业 | 0.64% | -0.36% | EXIT | |
| 11 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.64% | -0.09% | -9.20% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | +0.35% | NEW | |
| 13 | HEI | Heico CORP | 股票-工业 | 0.62% | +0.14% | -6.80% | |
| 14 | PWR | Quanta Services Inc | 股票-工业 | 0.62% | -0.13% | -0.19% | |
| 15 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.62% | -0.38% | EXIT | |
| 16 | ANET | Arista Networks Inc | 股票-科技 | 0.62% | -0.03% | +33.38% | |
| 17 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.61% | -0.47% | EXIT | |
| 18 | ECC | Eagle Point Credit Co | 股票-其他 | 0.61% | -0.19% | -3.24% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | +0.10% | -11.81% | |
| 20 | SYF | Synchrony Financial | 股票-金融 | 0.61% | -0.07% | +26.45% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 0.61% | -0.06% | +391.21% | |
| 22 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.59% | — | — | |
| 23 | APP | Applovin Corp-class A | 股票-科技 | 0.59% | +0.09% | +27.17% | |
| 24 | TT | Trane Technologies plc | 股票-工业 | 0.59% | -0.14% | +2.63% | |
| 25 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.58% | -0.50% | EXIT | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.04% | — | |
| 27 | STT | State Street CORP | 股票-金融 | 0.57% | — | — | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.57% | — | -13.90% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | -0.12% | -30.62% | |
| 30 | CFG | Citizens Financial Group | 股票-金融 | 0.57% | — | +24.62% | |
| 31 | PODD | Insulet CORP | 股票-医疗保健 | 0.56% | -0.41% | EXIT | |
| 32 | AXP | American Express Co | 股票-金融 | 0.56% | +0.01% | +16.78% | |
| 33 | TPVG | Triplepoint Venture Growth B | 股票-其他 | 0.56% | -0.03% | -0.06% | |
| 34 | UBER | Uber Technologies Inc | 股票-工业 | 0.56% | -0.46% | EXIT | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +7.05% | |
| 36 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.55% | -0.39% | EXIT | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | +24.13% | |
| 38 | KKR | Kkr & Co Inc | 股票-金融 | 0.55% | — | — | |
| 39 | UAL | United Airlines Holdings Inc | 股票-工业 | 0.55% | +0.62% | NEW | |
| 40 | PH | Parker Hannifin CORP | 股票-工业 | 0.55% | -0.09% | +8.58% | |
| 41 | FITB | Fifth Third Bancorp | 股票-金融 | 0.55% | +0.47% | NEW | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.55% | -0.01% | +8.45% | |
| 43 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.55% | — | +16.70% | |
| 44 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.54% | +0.39% | NEW | |
| 45 | RF | Regions Financial CORP | 股票-金融 | 0.54% | -0.49% | EXIT | |
| 46 | MTB | M & T Bank CORP | 股票-金融 | 0.54% | — | +16.44% | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.52% | EXIT | |
| 48 | ADSK | Autodesk Inc | 股票-科技 | 0.54% | — | +12.02% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.54% | — | +19.59% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.54% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +0.7% | NEW | 新建仓 |
| 2 | DASH | Doordash Inc - A | +0.6% | NEW | 新建仓 |
| 3 | VEEV | Veeva Systems Inc-class A | +0.6% | NEW | 新建仓 |
| 4 | CSCO | Cisco Systems Inc | +0.6% | NEW | 新建仓 |
| 5 | STT | State Street CORP | +0.6% | NEW | 新建仓 |
| 6 | UBER | Uber Technologies Inc | +0.6% | NEW | 新建仓 |
| 7 | MELI | Mercadolibre Inc | +0.6% | NEW | 新建仓 |
| 8 | KKR | Kkr & Co Inc | +0.6% | NEW | 新建仓 |
| 9 | CBRE | Cbre Group Inc - A | +0.5% | NEW | 新建仓 |
| 10 | PANW | Palo Alto Networks Inc | +0.5% | NEW | 新建仓 |
| 11 | SCHW | Schwab (charles) CORP | +0.5% | NEW | 新建仓 |
| 12 | FOXA | Fox CORP - Class A | +0.5% | NEW | 新建仓 |
| 13 | EA | Electronic Arts Inc | +0.5% | NEW | 新建仓 |
| 14 | SYK | Stryker CORP | +0.5% | NEW | 新建仓 |
| 15 | CTSH | Cognizant Tech Solutions-a | +0.5% | NEW | 新建仓 |
| 16 | NEM | Newmont CORP | +0.5% | NEW | 新建仓 |
| 17 | L | Loews CORP | +0.5% | NEW | 新建仓 |
| 18 | GD | General Dynamics CORP | +0.5% | NEW | 新建仓 |
| 19 | MET | Metlife Inc | +0.5% | NEW | 新建仓 |
| 20 | MNST | Monster Beverage CORP | +0.5% | NEW | 新建仓 |
| 21 | TSCO | Tractor Supply Company | +0.5% | NEW | 新建仓 |
| 22 | NOC | Northrop Grumman CORP | +0.5% | NEW | 新建仓 |
| 23 | AMGN | Amgen Inc | +0.5% | +391.21% | 加仓 |
| 24 | PSA | Public Storage | +0.5% | +962.30% | 加仓 |
| 25 | WAT | Waters CORP | +0.5% | NEW | 新建仓 |
| 26 | MDLZ | Mondelez International Inc-a | +0.5% | NEW | 新建仓 |
| 27 | ZTS | Zoetis Inc | +0.5% | NEW | 新建仓 |
| 28 | VICI | Vici Properties Inc | +0.5% | +828.12% | 加仓 |
| 29 | MRSH | Marsh & Mclennan Cos | +0.5% | NEW | 新建仓 |
| 30 | AAPL | Apple Inc | +0.5% | NEW | 新建仓 |
| 31 | MSI | Motorola Solutions Inc | +0.5% | NEW | 新建仓 |
| 32 | AFL | Aflac Inc | +0.5% | NEW | 新建仓 |
| 33 | LMT | Lockheed Martin CORP | +0.5% | NEW | 新建仓 |
| 34 | EOG | Eog Resources Inc | -0.4% | -88.75% | 减仓 |
| 35 | KLAC | Kla CORP | -0.4% | EXIT | 清仓 |
| 36 | SHW | Sherwin-williams Co/the | -0.4% | EXIT | 清仓 |
| 37 | TEL | TE Connectivity plc | -0.4% | EXIT | 清仓 |
| 38 | CPNG | Coupang Inc | -0.4% | EXIT | 清仓 |
| 39 | PEG | Public Service Enterprise Gp | -0.4% | EXIT | 清仓 |
| 40 | AON | Aon plc | -0.4% | EXIT | 清仓 |
| 41 | XOM | Exxon Mobil CORP | -0.4% | EXIT | 清仓 |
| 42 | YUMC | Yum China Holdings Inc | -0.4% | EXIT | 清仓 |
| 43 | AJG | Arthur J Gallagher & Co | -0.5% | EXIT | 清仓 |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | EXIT | 清仓 |
| 45 | JNK | Ss Spdr Bb High Yield Bond | -0.6% | EXIT | 清仓 |
| 46 | SMC | Summit Midstream CORP | -1% | EXIT | 清仓 |
| 47 | CABO 1.125 03-15-28债券 | Cable One Inc | -1.2% | EXIT | 清仓 |
| 48 | SEIX | Virtus Seix Senior Loan ETF | -5.2% | EXIT | 清仓 |
| 49 | VSHY | Virtus Nwflt Shrt Dur Hi Yld | -6.7% | EXIT | 清仓 |
| 50 | VABS | Virtus Nwflt Secr Inc Etf-ui | -8.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Virtus Investment Advisers, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.3亿，共申报了 439 个公开持股仓位。
在 Q2 2025 季度，Virtus Investment Advisers, LLC 按市值排列的前三大核心持股分别为：ORCL (0.7%)、OCCI (0.7%)、VST (0.7%)。其中最大持股仓位 ORCL 占据整体投资组合约 0.7% 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
CEG
市值: US$200.5万
本季最大获利了结 / 清仓标的
VABS
前期市值: US$3222.6万
在 Q2 2025 季度中，Virtus Investment Advisers, LLC 共进行了 50 项持仓异动，包含新建仓 30 个仓位、加仓 3 个仓位、减仓 1 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 CEG。 本季清仓仓位包含 VABS。
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。