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
141 檔
26.2%
截至 Q2 2024 季度末，Aegon Asset Management UK PLC 的美股持倉估值約為 US$93.8億，全數申報部位共有 141 檔。
Aegon Asset Management UK PLC 在 Q2 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 22 檔持股的同時，亦同步清倉 3 檔並減碼 20 檔標的。
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 26.2%，展現出該機構在 Q2 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 | 10.90% | -0.91% | -3.41% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.96% | +0.11% | +797.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.04% | +0.61% | -1.86% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.35% | -0.12% | -18.08% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.33% | -0.83% | -8.81% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.18% | -26.86% | |
| 7 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.12% | -0.43% | -26.76% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.09% | -0.02% | -16.75% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.97% | +0.20% | -9.43% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.75% | +3.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | -0.35% | +6.50% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | +0.53% | -23.22% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.40% | +0.21% | +81.12% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | -0.50% | +64.45% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.02% | -22.73% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.18% | +0.40% | +14.12% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.15% | -0.38% | +1.60% | |
| 18 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.14% | -0.37% | +18.64% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.11% | -0.03% | +13.82% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.13% | +1124.51% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.99% | +0.26% | +25.15% | |
| 22 | TTEK | Tetra Tech Inc | 股票-工業 | 0.96% | — | -29.50% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.39% | +1.41% | |
| 24 | NOW | Servicenow Inc | 股票-科技 | 0.87% | -0.34% | -16.52% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.87% | +1.93% | -21.13% | |
| 26 | URI | United Rentals Inc | 股票-工業 | 0.86% | +0.09% | +57.50% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.47% | -0.27% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.85% | +0.35% | +3.04% | |
| 29 | XYL | Xylem Inc | 股票-工業 | 0.81% | -0.23% | -43.76% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.81% | -0.22% | -48.97% | |
| 31 | WSO | Watsco Inc | 股票-工業 | 0.79% | -0.14% | -23.00% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.78% | +0.42% | +36.25% | |
| 33 | CME | Cme Group Inc | 股票-金融 | 0.77% | -0.76% | -38.36% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.69% | -0.43% | -24.60% | |
| 35 | ADSK | Autodesk Inc | 股票-科技 | 0.67% | -0.27% | +22.93% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | — | -32.56% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.64% | -0.05% | +24.46% | |
| 38 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.64% | -0.08% | -11.53% | |
| 39 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.64% | — | -12.09% | |
| 40 | WY | Weyerhaeuser Co | 股票-房地產 | 0.63% | — | +51.32% | |
| 41 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.61% | +0.01% | -45.64% | |
| 42 | RSG | Republic Services Inc | 股票-工業 | 0.60% | -0.19% | -34.91% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | — | +858.86% | |
| 44 | AMT | American Tower CORP | 股票-房地產 | 0.60% | -0.14% | -33.20% | |
| 45 | CMI | Cummins Inc | 股票-工業 | 0.60% | +0.19% | +62.95% | |
| 46 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.53% | -0.21% | EXIT | |
| 47 | MRVL | Marvell Technology Inc | 股票-科技 | 0.52% | — | +66.57% | |
| 48 | OMC | Omnicom Group | 股票-通訊服務 | 0.51% | -0.10% | +81.38% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.23% | -56.63% | |
| 50 | STT | State Street CORP | 股票-金融 | 0.50% | +0.08% | -18.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +797.02% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +1124.51% | 加碼 |
| 3 | AAPL | Apple Inc | +0.8% | -1.86% | 減碼 |
| 4 | TXN | Texas Instruments Inc | +0.7% | +81.12% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | +0.5% | +858.86% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.4% | +64.45% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.4% | +757.14% | 加碼 |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.4% | +832.10% | 加碼 |
| 9 | WCC | Wesco International Inc | +0.4% | +1326.68% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.4% | +812.25% | 加碼 |
| 11 | KLAC | Kla CORP | +0.3% | +766.93% | 加碼 |
| 12 | MRSH | Marsh & Mclennan Cos | +0.3% | +761.59% | 加碼 |
| 13 | BLKCHF | Blackrock Inc | +0.3% | +759.43% | 加碼 |
| 14 | JEF | Jefferies Financial Group In | +0.3% | +680.85% | 加碼 |
| 15 | AVY | Avery Dennison CORP | +0.3% | +694.96% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.3% | +25.15% | 加碼 |
| 17 | MELI | Mercadolibre Inc | +0.3% | +227.73% | 加碼 |
| 18 | DOV | Dover CORP | +0.3% | +702.74% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.50% | 加碼 |
| 20 | PODD | Insulet CORP | +0.3% | +92.85% | 加碼 |
| 21 | ORLY | O'reilly Automotive Inc | +0.3% | +609.76% | 加碼 |
| 22 | CFG | Citizens Financial Group | +0.3% | +117.40% | 加碼 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +13.82% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -9.43% | 減碼 |
| 25 | SHW | Sherwin-williams Co/the | -0.4% | -43.57% | 減碼 |
| 26 | MCO | Moody's CORP | -0.4% | -45.66% | 減碼 |
| 27 | TTEK | Tetra Tech Inc | -0.4% | -29.50% | 減碼 |
| 28 | AMT | American Tower CORP | -0.4% | -33.20% | 減碼 |
| 29 | RSG | Republic Services Inc | -0.4% | -34.91% | 減碼 |
| 30 | MSFT | Microsoft CORP | -0.4% | -3.41% | 減碼 |
| 31 | ELV | Elevance Health Inc | -0.4% | -62.55% | 減碼 |
| 32 | ADP | Automatic Data Processing | -0.4% | -32.56% | 減碼 |
| 33 | FSLR | First Solar Inc | -0.5% | -89.52% | 減碼 |
| 34 | MET | Metlife Inc | -0.5% | -45.74% | 減碼 |
| 35 | CDNS | Cadence Design Sys Inc | -0.6% | -45.64% | 減碼 |
| 36 | XYL | Xylem Inc | -0.7% | -43.76% | 減碼 |
| 37 | V | Visa Inc-class A Shares | -0.7% | -23.22% | 減碼 |
| 38 | CME | Cme Group Inc | -0.7% | -38.36% | 減碼 |
| 39 | NEE | Nextera Energy Inc | -0.7% | -48.97% | 減碼 |
| 40 | CVX | Chevron CORP | -0.7% | -56.63% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -1% | -26.86% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -1.2% | -26.76% | 減碼 |
| 43 | ADBE | Adobe Inc | — | EXIT | 清倉 |
| 44 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
| 45 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
| 46 | SF | Stifel Financial CORP | — | NEW | 新建倉 |
| 47 | WMT | Walmart Inc | — | NEW | 新建倉 |
| 48 | GM | General Motors Co | — | NEW | 新建倉 |
| 49 | CEG | Constellation Energy | — | NEW | 新建倉 |
| 50 | DE | Deere & Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Aegon Asset Management UK PLC 在 Q2 2024 季度的美股持倉總市值約為 US$93.8億，共申報了 141 個公開持股部位。
在 Q2 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 (10.9%)、NVDA (9.0%)、AAPL (7.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.9% 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
UBER
市值: US$2541.2萬
本季最大獲利了結 / 清倉標的
ADBE
前期市值: US$5159.0萬
在 Q2 2024 季度中，Aegon Asset Management UK PLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 ADBE。
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。