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
152 檔
19.7%
Aegon Asset Management UK PLC 在 Q1 2025 季度的美股部位總計估值為 US$93.8億，分散於 152 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2025 申報觀察，Aegon Asset Management UK PLC 採取防禦導向的調倉策略，本季減碼 28 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, NVDA）累計市值佔比達 19.7%，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 | 7.62% | -0.91% | -3.16% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.97% | +0.61% | -4.92% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.44% | +0.11% | -7.24% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.30% | -0.83% | -9.17% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.56% | -0.75% | -6.59% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.53% | -0.12% | -8.68% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.18% | -5.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.34% | -0.35% | -5.13% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.31% | -0.02% | -6.39% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.78% | +0.40% | +17.65% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.62% | -0.43% | +23.42% | |
| 12 | TXN | Texas Instruments Inc | 股票-科技 | 1.54% | +0.21% | +2.93% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.52% | +0.53% | -12.94% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | -0.50% | -4.04% | |
| 15 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.46% | -0.37% | +3.08% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.33% | +0.20% | -7.01% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.30% | -0.38% | -2.67% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.28% | +0.35% | +9.56% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.22% | — | +2.51% | |
| 20 | MET | Metlife Inc | 股票-金融 | 1.19% | +0.09% | +30.48% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.13% | -4.48% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 1.17% | -0.76% | -7.28% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.16% | -0.39% | +44.00% | |
| 24 | CMI | Cummins Inc | 股票-工業 | 1.04% | +0.19% | +7.26% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | -0.02% | -8.64% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.99% | -0.34% | -4.06% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 0.93% | -0.28% | -5.44% | |
| 28 | RSG | Republic Services Inc | 股票-工業 | 0.90% | -0.19% | +27.53% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.90% | -0.05% | +7.91% | |
| 30 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.87% | +0.04% | -3.77% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.26% | -5.44% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.10% | +99.95% | |
| 33 | WSO | Watsco Inc | 股票-工業 | 0.83% | -0.14% | -19.11% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.82% | -0.22% | +1.57% | |
| 35 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.81% | -0.09% | +7.36% | |
| 36 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.81% | -0.07% | +15.87% | |
| 37 | ADSK | Autodesk Inc | 股票-科技 | 0.80% | -0.27% | -7.66% | |
| 38 | CFG | Citizens Financial Group | 股票-金融 | 0.79% | +0.16% | +14.41% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.75% | +1.93% | +33.74% | |
| 40 | AMT | American Tower CORP | 股票-房地產 | 0.74% | -0.14% | +13.28% | |
| 41 | OKE | Oneok Inc | 股票-能源 | 0.72% | — | +70.12% | |
| 42 | XYL | Xylem Inc | 股票-工業 | 0.69% | -0.23% | +19.44% | |
| 43 | URI | United Rentals Inc | 股票-工業 | 0.64% | +0.09% | -10.72% | |
| 44 | MCO | Moody's CORP | 股票-金融 | 0.61% | — | +29.51% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.61% | -0.03% | -22.01% | |
| 46 | OMC | Omnicom Group | 股票-通訊服務 | 0.59% | -0.10% | -1.87% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.38% | -12.18% | |
| 48 | SF | Stifel Financial CORP | 股票-金融 | 0.57% | — | +54.66% | |
| 49 | KR | Kroger Co | 股票-非循環性消費 | 0.54% | — | +26.98% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.49% | -0.47% | +11.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +0.6% | +17.65% | 加碼 |
| 2 | CSCO | Cisco Systems Inc | +0.5% | +99.95% | 加碼 |
| 3 | PEP | Pepsico Inc | +0.4% | +44.00% | 加碼 |
| 4 | RSG | Republic Services Inc | +0.4% | +27.53% | 加碼 |
| 5 | MET | Metlife Inc | +0.4% | +30.48% | 加碼 |
| 6 | OKE | Oneok Inc | +0.3% | +70.12% | 加碼 |
| 7 | MRK | Merck & Co. Inc. | +0.3% | +23.42% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -4.04% | 減碼 |
| 9 | MU | Micron Technology Inc | +0.3% | +33.74% | 加碼 |
| 10 | AMT | American Tower CORP | +0.3% | +13.28% | 加碼 |
| 11 | DRI | Darden Restaurants Inc | +0.2% | +15.87% | 加碼 |
| 12 | SF | Stifel Financial CORP | +0.2% | +54.66% | 加碼 |
| 13 | KR | Kroger Co | +0.2% | +26.98% | 加碼 |
| 14 | MCO | Moody's CORP | +0.2% | +29.51% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | +40280.00% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -6.59% | 減碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -22.01% | 減碼 |
| 18 | ADSK | Autodesk Inc | -0.1% | -7.66% | 減碼 |
| 19 | URI | United Rentals Inc | -0.1% | -10.72% | 減碼 |
| 20 | CAT | Caterpillar Inc | -0.1% | -25.12% | 減碼 |
| 21 | JEF | Jefferies Financial Group In | -0.1% | -20.77% | 減碼 |
| 22 | CG | Carlyle Group Inc/the | -0.1% | -41.59% | 減碼 |
| 23 | HUBB | Hubbell Inc | -0.1% | -85.42% | 減碼 |
| 24 | USB | US Bancorp | -0.1% | -19.92% | 減碼 |
| 25 | CDNS | Cadence Design Sys Inc | -0.1% | -19.02% | 減碼 |
| 26 | CEG | Constellation Energy | -0.1% | -39.23% | 減碼 |
| 27 | MRVL | Marvell Technology Inc | -0.2% | -47.31% | 減碼 |
| 28 | NET | Cloudflare Inc - Class A | -0.2% | -39.32% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | -0.2% | -41.44% | 減碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -7.01% | 減碼 |
| 31 | AMD | Advanced Micro Devices | -0.2% | -42.34% | 減碼 |
| 32 | NOW | Servicenow Inc | -0.3% | -4.06% | 減碼 |
| 33 | TSLA | Tesla Inc | -0.3% | +7.91% | 加碼 |
| 34 | ANET | Arista Networks Inc | -0.3% | -24.44% | 減碼 |
| 35 | MSFT | Microsoft CORP | -0.4% | -3.16% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.4% | -5.13% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | -0.4% | -6.39% | 減碼 |
| 38 | UNH | Unitedhealth Group Inc | -0.4% | -55.64% | 減碼 |
| 39 | AAPL | Apple Inc | -0.4% | -4.92% | 減碼 |
| 40 | TTEK | Tetra Tech Inc | -0.5% | -72.04% | 減碼 |
| 41 | AMZN | Amazon.com Inc | -0.6% | -9.17% | 減碼 |
| 42 | NVDA | Nvidia CORP | -1.1% | -7.24% | 減碼 |
| 43 | AVGO | Broadcom Inc | -1.3% | -8.68% | 減碼 |
| 44 | DE | Deere & Co | — | NEW | 新建倉 |
| 45 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 46 | PCG | P G & E CORP | — | EXIT | 清倉 |
| 47 | NDAQ | Nasdaq Inc | — | NEW | 新建倉 |
| 48 | BLDR | Builders Firstsource Inc | — | EXIT | 清倉 |
| 49 | EXPE | Expedia Group Inc | — | NEW | 新建倉 |
| 50 | AGCO | Agco CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Aegon Asset Management UK PLC 在 Q1 2025 季度的美股持倉總市值約為 US$93.8億，共申報了 152 個公開持股部位。
在 Q1 2025 季度，Aegon Asset Management UK PLC 按市值排列的前三大核心持股分別為：MSFT (7.6%)、AAPL (6.0%)、NVDA (5.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.6% 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
DE
市值: US$2097.3萬
本季最大獲利了結 / 清倉標的
PCG
前期市值: US$1581.7萬
在 Q1 2025 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 15 個部位、減碼 28 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DE。 本季清倉部位包含 PCG。
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。