13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001539994
申報總市值
US$93.8億
US$93.8億
142 檔
23.9%
Q1 2024 季度申報顯示，Aegon Asset Management UK PLC 揭露的美股組合總市值為 US$93.8億，涵蓋 142 個不同之權益投資部位。
在 Q1 2024，Aegon Asset Management UK PLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 3 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AAPL）占據了總市值的 23.9%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 11.30% | -0.91% | -0.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.79% | +0.11% | -11.48% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.24% | +0.61% | -16.69% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | -0.12% | -11.70% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.62% | -0.83% | -0.63% | |
| 6 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.28% | -0.43% | -3.22% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.09% | -0.18% | -4.12% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.22% | -0.02% | -6.78% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | +0.53% | +0.78% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.82% | +0.20% | -0.92% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.54% | -0.75% | +2402.39% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.52% | -0.22% | +1.28% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.46% | -0.76% | -16.33% | |
| 14 | XYL | Xylem Inc | 股票-工業 | 1.46% | -0.23% | +15.89% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.43% | -0.02% | +1.97% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | -0.38% | +90.97% | |
| 17 | TTEK | Tetra Tech Inc | 股票-工業 | 1.32% | — | -3.36% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.23% | -0.23% | -5.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.35% | -0.37% | |
| 20 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.21% | +0.01% | +27.18% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.17% | +0.40% | +1349.54% | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.34% | -0.51% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.07% | — | +0.63% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.05% | -0.39% | +4.82% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.05% | +1.93% | +120.26% | |
| 26 | WSO | Watsco Inc | 股票-工業 | 1.01% | -0.14% | +3.62% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 0.98% | -0.43% | +5.27% | |
| 28 | RSG | Republic Services Inc | 股票-工業 | 0.97% | -0.19% | -27.76% | |
| 29 | AMT | American Tower CORP | 股票-房地產 | 0.97% | -0.14% | -1.31% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.50% | +1.50% | |
| 31 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.95% | -0.37% | -10.16% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.47% | -0.32% | |
| 33 | MET | Metlife Inc | 股票-金融 | 0.92% | +0.09% | +3.70% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.87% | -0.03% | -17.57% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.85% | +0.35% | +3.35% | |
| 36 | MCO | Moody's CORP | 股票-金融 | 0.79% | — | -4.08% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.77% | — | -10.67% | |
| 38 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.77% | -0.08% | -2.66% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.21% | +11.29% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.26% | +694.18% | |
| 41 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.71% | -0.07% | +2.42% | |
| 42 | STT | State Street CORP | 股票-金融 | 0.68% | +0.08% | -0.99% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | +0.42% | +73.64% | |
| 44 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.66% | — | -6.25% | |
| 45 | URI | United Rentals Inc | 股票-工業 | 0.65% | +0.09% | +53.85% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.65% | -0.28% | -5.38% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.64% | -0.03% | -0.15% | |
| 48 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.64% | — | +5.84% | |
| 49 | DT | Dynatrace Inc | 股票-科技 | 0.62% | — | +8.20% | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.61% | -0.27% | -33.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -11.48% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +1.5% | +2402.39% | 加碼 |
| 3 | ABBV | Abbvie Inc | +1.1% | +1349.54% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.7% | +120.26% | 加碼 |
| 5 | HD | Home Depot Inc | +0.7% | +90.97% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.7% | +694.18% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.5% | -0.80% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | -0.63% | 減碼 |
| 9 | AMD | Advanced Micro Devices | +0.3% | +73.64% | 加碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.92% | 減碼 |
| 11 | CDNS | Cadence Design Sys Inc | +0.3% | +27.18% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.3% | -3.22% | 減碼 |
| 13 | URI | United Rentals Inc | +0.3% | +53.85% | 加碼 |
| 14 | XYL | Xylem Inc | +0.3% | +15.89% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -4.12% | 減碼 |
| 16 | ANETEUR | Arista Networks Inc | +0.1% | +5.84% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +1.97% | 加碼 |
| 18 | PGR | Progressive CORP | +0.1% | -5.38% | 減碼 |
| 19 | MET | Metlife Inc | +0.1% | +3.70% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -0.32% | 減碼 |
| 21 | DHR | Danaher CORP | +0.1% | +5.27% | 加碼 |
| 22 | WMS | Advanced Drainage Systems In | +0.1% | -1.56% | 減碼 |
| 23 | V | Visa Inc-class A Shares | 0% | +0.78% | 加碼 |
| 24 | AVGO | Broadcom Inc | -0.1% | -11.70% | 減碼 |
| 25 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -47.13% | 減碼 |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -35.14% | 減碼 |
| 27 | DAVA | Endava Plc- Spon Adr | -0.2% | -0.44% | 減碼 |
| 28 | CMI | Cummins Inc | -0.2% | -38.47% | 減碼 |
| 29 | AMT | American Tower CORP | -0.2% | -1.31% | 減碼 |
| 30 | UNP | Union Pacific CORP | -0.2% | -48.74% | 減碼 |
| 31 | HDB | Hdfc Bank Ltd-adr | -0.2% | -34.62% | 減碼 |
| 32 | RSG | Republic Services Inc | -0.3% | -27.76% | 減碼 |
| 33 | KR | Kroger Co | -0.3% | -51.34% | 減碼 |
| 34 | ADSK | Autodesk Inc | -0.3% | -33.61% | 減碼 |
| 35 | ADBE | Adobe Inc | -0.3% | -10.67% | 減碼 |
| 36 | WK | Workiva Inc | -0.3% | -47.27% | 減碼 |
| 37 | CME | Cme Group Inc | -0.4% | -16.33% | 減碼 |
| 38 | ECL | Ecolab Inc | -0.4% | -71.44% | 減碼 |
| 39 | TSLA | Tesla Inc | -0.4% | -17.87% | 減碼 |
| 40 | GILD | Gilead Sciences Inc | -0.7% | -63.37% | 減碼 |
| 41 | CSCO | Cisco Systems Inc | -0.8% | -69.76% | 減碼 |
| 42 | PFE | Pfizer Inc | -1% | -99.80% | 減碼 |
| 43 | AAPL | Apple Inc | -2.7% | -16.69% | 減碼 |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 清倉 |
| 45 | AVTR | Avantor Inc | — | NEW | 新建倉 |
| 46 | CELH | Celsius Holdings Inc | — | NEW | 新建倉 |
| 47 | FLYW | Flywire Corp-voting | — | EXIT | 清倉 |
| 48 | TKR | Timken Co | — | EXIT | 清倉 |
| 49 | DCBO | Docebo Inc | — | NEW | 新建倉 |
| 50 | APH | Amphenol Corp-cl A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Aegon Asset Management UK PLC 在 Q1 2024 季度的美股持倉總市值約為 US$93.8億，共申報了 142 個公開持股部位。
在 Q1 2024 季度，Aegon Asset Management UK PLC 按市值排列的前三大核心持股分別為：MSFT (11.3%)、NVDA (7.8%)、AAPL (6.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 11.3% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AVTR
市值: US$1680.0萬
本季最大獲利了結 / 清倉標的
MKC
前期市值: US$2351.8萬
在 Q1 2024 季度中，Aegon Asset Management UK PLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 14 個部位、減碼 29 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AVTR。 本季清倉部位包含 MKC。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。