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
25.9%
在 Q3 2024 申報期間，Aegon Asset Management UK PLC（CIK: 0001539994）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$93.8億，共持有 142 個公開申報部位。
在 Q3 2024 期間，Aegon Asset Management UK PLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 25.9%，是驅動 Aegon Asset Management UK PLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 10.06% | -0.91% | -0.97% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.08% | +0.11% | -5.45% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.89% | +0.61% | +4.39% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.02% | -0.12% | +786.72% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | -0.83% | -0.84% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.18% | -5.90% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.83% | -0.02% | -1.15% | |
| 8 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.80% | -0.43% | -4.50% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.70% | -0.75% | -0.79% | |
| 10 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.65% | -0.37% | +38.91% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.45% | +0.20% | -24.16% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.50% | -1.84% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.43% | +0.21% | -1.08% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | +0.53% | -3.27% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.37% | -0.38% | +4.72% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | -0.35% | -0.57% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.30% | +0.40% | -1.51% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.29% | -0.02% | +6.52% | |
| 19 | URI | United Rentals Inc | 股票-工業 | 1.05% | +0.09% | +0.25% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.13% | -6.61% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.02% | +0.35% | +15.74% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.98% | -0.39% | +3.95% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.95% | -0.34% | -1.13% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.26% | +0.92% | |
| 25 | TTEK | Tetra Tech Inc | 股票-工業 | 0.94% | — | +337.02% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.89% | -0.22% | -4.14% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.47% | +0.23% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.83% | -0.05% | +0.94% | |
| 29 | CME | Cme Group Inc | 股票-金融 | 0.82% | -0.76% | -1.93% | |
| 30 | WSO | Watsco Inc | 股票-工業 | 0.81% | -0.14% | +0.14% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | +0.42% | +0.60% | |
| 32 | ADSK | Autodesk Inc | 股票-科技 | 0.73% | -0.27% | -0.03% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | — | -1.05% | |
| 34 | WY | Weyerhaeuser Co | 股票-房地產 | 0.72% | — | -0.80% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.69% | -0.14% | -0.40% | |
| 36 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.68% | — | +0.57% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.67% | — | +0.92% | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 0.67% | -0.43% | -9.95% | |
| 39 | CMI | Cummins Inc | 股票-工業 | 0.65% | +0.19% | -3.15% | |
| 40 | XYL | Xylem Inc | 股票-工業 | 0.65% | -0.23% | -16.46% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.64% | -0.38% | +77.80% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.61% | +1.93% | -7.39% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.28% | +0.68% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.56% | +0.92% | +61.53% | |
| 45 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.55% | -0.08% | -14.16% | |
| 46 | RSG | Republic Services Inc | 股票-工業 | 0.55% | -0.19% | -8.85% | |
| 47 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.52% | -0.09% | -3.62% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.52% | +0.54% | NEW | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.49% | +0.09% | -3.37% | |
| 50 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.49% | -0.07% | +5.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +4.39% | 加碼 |
| 2 | CL | Colgate-palmolive Co | +0.5% | +38.91% | 加碼 |
| 3 | WMT | Walmart Inc | +0.3% | +77.80% | 加碼 |
| 4 | KMB | Kimberly-clark CORP | +0.3% | +135.86% | 加碼 |
| 5 | HD | Home Depot Inc | +0.2% | +4.72% | 加碼 |
| 6 | URI | United Rentals Inc | +0.2% | +0.25% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.2% | +0.94% | 加碼 |
| 8 | KLAC | Kla CORP | +0.2% | +61.53% | 加碼 |
| 9 | MS | Morgan Stanley | +0.2% | +15.74% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | -0.79% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | -1.51% | 減碼 |
| 12 | KR | Kroger Co | +0.1% | +31.85% | 加碼 |
| 13 | SHW | Sherwin-williams Co/the | +0.1% | +9.09% | 加碼 |
| 14 | PGR | Progressive CORP | +0.1% | +0.68% | 加碼 |
| 15 | VCYT | Veracyte Inc | +0.1% | -5.85% | 減碼 |
| 16 | BLDR | Builders Firstsource Inc | +0.1% | +26.53% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +6.52% | 加碼 |
| 18 | WY | Weyerhaeuser Co | +0.1% | -0.80% | 減碼 |
| 19 | AMT | American Tower CORP | +0.1% | -0.40% | 減碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -1.84% | 減碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | -4.14% | 減碼 |
| 22 | NOW | Servicenow Inc | +0.1% | -1.13% | 減碼 |
| 23 | RBLX | Roblox CORP -class A | +0.1% | +23.20% | 加碼 |
| 24 | CEG | Constellation Energy | +0.1% | +0.91% | 加碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +0.92% | 加碼 |
| 26 | ADP | Automatic Data Processing | +0.1% | -1.05% | 減碼 |
| 27 | MELI | Mercadolibre Inc | +0.1% | -1.54% | 減碼 |
| 28 | STT | State Street CORP | -0.1% | -34.38% | 減碼 |
| 29 | CDNS | Cadence Design Sys Inc | -0.1% | -8.06% | 減碼 |
| 30 | XYL | Xylem Inc | -0.2% | -16.46% | 減碼 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.57% | 減碼 |
| 32 | OLED | Universal Display CORP | -0.2% | -47.97% | 減碼 |
| 33 | AMZN | Amazon.com Inc | -0.3% | -0.84% | 減碼 |
| 34 | MU | Micron Technology Inc | -0.3% | -7.39% | 減碼 |
| 35 | GOOG | Alphabet Inc-cl C | -0.3% | -1.15% | 減碼 |
| 36 | MRVL | Marvell Technology Inc | -0.3% | -62.15% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.3% | -4.50% | 減碼 |
| 38 | AVGO | Broadcom Inc | -0.3% | +786.72% | 加碼 |
| 39 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -24.16% | 減碼 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | -39.28% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.8% | -0.97% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.9% | -5.45% | 減碼 |
| 43 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 44 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 45 | BAC | Bank Of America CORP | — | NEW | 新建倉 |
| 46 | PLNT | Planet Fitness Inc - Cl A | — | NEW | 新建倉 |
| 47 | BLD | Topbuild CORP | — | NEW | 新建倉 |
| 48 | DHI | Dr Horton Inc | — | NEW | 新建倉 |
| 49 | CELH | Celsius Holdings Inc | — | EXIT | 清倉 |
| 50 | ULS | Ul Solutions Inc - Class A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Aegon Asset Management UK PLC 在 Q3 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 Q3 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 (10.1%)、NVDA (8.1%)、AAPL (7.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.1% 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
ORCL
市值: US$3123.0萬
本季最大獲利了結 / 清倉標的
DIS
前期市值: US$2999.0萬
在 Q3 2024 季度中，Aegon Asset Management UK PLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 18 個部位、減碼 24 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ORCL。 本季清倉部位包含 DIS。
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。