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: 0001454937
申報總市值
US$1.4億
US$1.4億
36 檔
71.9%
截至 Q4 2024 季度末，AEGON USA Investment Management, LLC 的美股持倉估值約為 US$1.4億，全數申報部位共有 36 檔。
AEGON USA Investment Management, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 13 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，AEGON USA Investment Management, LLC 的前 5 大持股（包含 VTI, WFC 7.5 PERP L, BND）貢獻了組合市值的 71.9%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 67.41% | +2.53% | -2.39% | |
| 2 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 2.98% | -0.20% | -17.63% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.39% | -0.24% | -1.79% | |
| 4 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 2.33% | -0.08% | -18.18% | |
| 5 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 1.83% | — | — | |
| 6 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | 債券 | 1.79% | — | — | |
| 7 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 1.73% | -0.06% | -10.38% | |
| 8 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | 債券 | 1.55% | — | -18.16% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.51% | -0.07% | — | |
| 10 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 1.38% | -1.24% | EXIT | |
| 11 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 1.37% | — | -21.30% | |
| 12 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 1.18% | -0.12% | — | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.15% | +0.16% | — | |
| 14 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 1.12% | — | -21.24% | |
| 15 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.90% | -0.12% | — | |
| 16 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 0.88% | -0.08% | — | |
| 17 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 0.85% | -0.89% | EXIT | |
| 18 | HFRO | Highland Opport & Income | 股票-其他 | 0.78% | -0.11% | +20.53% | |
| 19 | EVRG 4.5 12-15-27債券 | Evergy Inc | 債券 | 0.78% | -0.03% | — | |
| 20 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 0.72% | -0.08% | — | |
| 21 | EXPE 0 02-15-26債券 | Expedia Group Inc | 債券 | 0.67% | — | -22.08% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.60% | -0.06% | — | |
| 23 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 0.59% | — | — | |
| 24 | EEFT 0.75 03-15-49債券 | Euronet Worldwide Inc | 債券 | 0.45% | — | — | |
| 25 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.38% | -0.39% | EXIT | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.34% | -0.03% | — | |
| 27 | CBL | Cbl & Associates Properties | 股票-其他 | 0.34% | — | -46.28% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.32% | -0.06% | — | |
| 29 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 0.30% | -0.04% | — | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.29% | -0.01% | — | |
| 31 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.24% | — | — | |
| 32 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.23% | -0.01% | — | |
| 33 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.20% | -0.02% | — | |
| 34 | PSEC 6.375 03-01-25債券 | Prospect Capital CORP | 債券 | 0.16% | — | — | |
| 35 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.16% | -0.03% | -26.08% | |
| 36 | NMFC 7.5 10-15-25債券 | New Mountain Finance Cor | 債券 | 0.12% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +1.2% | NEW | 新建倉 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | -2.39% | 減碼 |
| 3 | EVRG 4.5 12-15-27債券 | Evergy Inc | +0.8% | NEW | 新建倉 |
| 4 | AWK 3.625 06-15-26債券 | American Water Capital C | +0.4% | NEW | 新建倉 |
| 5 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.3% | -10.38% | 減碼 |
| 6 | VUG | Vanguard Growth ETF | 0% | — | 不變 |
| 7 | HFRO | Highland Opport & Income | 0% | +20.53% | 加碼 |
| 8 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 0% | — | 不變 |
| 9 | BKLN | Invesco Senior Loan ETF | 0% | — | 不變 |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | 0% | — | 不變 |
| 11 | EEFT 0.75 03-15-49債券 | Euronet Worldwide Inc | 0% | — | 不變 |
| 12 | FCT | First Trust Snr Fl Rt Inc Ii | 0% | — | 不變 |
| 13 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | — | 不變 |
| 14 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | — | — | 不變 |
| 15 | VGSH | Vanguard Short-term Treasury | — | — | 不變 |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | — | 不變 |
| 17 | PSEC 6.375 03-01-25債券 | Prospect Capital CORP | — | — | 不變 |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | — | — | 不變 |
| 19 | NMFC 7.5 10-15-25債券 | New Mountain Finance Cor | — | — | 不變 |
| 20 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 0% | — | 不變 |
| 21 | HIX | Western Asset High Inc Ii | 0% | — | 不變 |
| 22 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | 0% | -18.16% | 減碼 |
| 23 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 0% | — | 不變 |
| 24 | CCO | Clear Channel Outdoor Holdin | 0% | — | 不變 |
| 25 | IHRT | Iheartmedia Inc - Class A | 0% | -26.08% | 減碼 |
| 26 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 0% | — | 不變 |
| 27 | VTR 3.75 06-01-26債券 | Ventas Realty LP | -0.1% | — | 不變 |
| 28 | SO 3.875 12-15-25債券 | Southern Co | -0.1% | — | 不變 |
| 29 | BND | Vanguard Total Bond Market | -0.1% | -1.79% | 減碼 |
| 30 | EXPE 0 02-15-26債券 | Expedia Group Inc | -0.2% | -22.08% | 減碼 |
| 31 | GTN | Gray Media Inc | -0.2% | EXIT | 清倉 |
| 32 | CBL | Cbl & Associates Properties | -0.2% | -46.28% | 減碼 |
| 33 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | -0.2% | — | 不變 |
| 34 | ETB | Eaton Vance T/m Buy-wrt Inc | -0.2% | EXIT | 清倉 |
| 35 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | -0.3% | -21.24% | 減碼 |
| 36 | F 0 03-15-26債券 | Ford Motor Company | -0.4% | -21.30% | 減碼 |
| 37 | BAC 7.25 PERP L債券 | Bank Of America CORP | -0.7% | -18.18% | 減碼 |
| 38 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -0.9% | -17.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AEGON USA Investment Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.4億，共申報了 36 個公開持股部位。
在 Q4 2024 季度，AEGON USA Investment Management, LLC 按市值排列的前三大核心持股分別為：VTI (67.4%)、WFC 7.5 PERP L (3.0%)、BND (2.4%)。其中最大持股部位 VTI 佔據整體投資組合約 67.4% 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 0.875 12-01-28 2028
市值: US$154.3萬
本季最大獲利了結 / 清倉標的
ETB
前期市值: US$31.4萬
在 Q4 2024 季度中，AEGON USA Investment Management, LLC 共進行了 17 項持倉異動，包含新建倉 3 個部位、加碼 1 個部位、減碼 11 個部位以及清倉 2 個部位。 其中最大新建倉標的為 UBER 0.875 12-01-28 2028。 本季清倉部位包含 ETB。
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。