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。
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CIK: 0001454937
申報總市值
US$1.4億
US$1.4億
38 檔
67.9%
在 Q1 2025 申報期間，AEGON USA Investment Management, LLC（CIK: 0001454937）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$1.4億，共持有 38 個公開申報部位。
Q1 2025 數據顯示 AEGON USA Investment Management, LLC 積極進場，新開立 38 個部位並同步加碼 0 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VTI, WFC 7.5 PERP L, BND）累計市值佔比達 67.9%，是驅動 AEGON USA Investment Management, LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
VTI
市值: US$8254.5萬
| # | 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 | 65.58% | +2.53% | -1.07% | |
| 2 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 2.90% | -0.20% | -6.83% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.49% | -0.24% | -1.71% | |
| 4 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 2.43% | -0.08% | -2.16% | |
| 5 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 2.01% | — | — | |
| 6 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | 債券 | 1.85% | — | — | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.55% | -0.07% | — | |
| 8 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 1.51% | -1.24% | EXIT | |
| 9 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | 債券 | 1.50% | — | — | |
| 10 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 1.44% | — | — | |
| 11 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 1.36% | -0.12% | — | |
| 12 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 1.35% | -0.08% | — | |
| 13 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 1.31% | -0.06% | -12.35% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.17% | +0.16% | — | |
| 15 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 1.00% | -0.89% | EXIT | |
| 16 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 1.00% | -0.12% | — | |
| 17 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 0.97% | -0.08% | — | |
| 18 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 0.89% | — | -21.01% | |
| 19 | EVRG 4.5 12-15-27債券 | Evergy Inc | 債券 | 0.87% | -0.03% | — | |
| 20 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 0.80% | -0.08% | — | |
| 21 | EXPE 0 02-15-26債券 | Expedia Group Inc | 債券 | 0.69% | — | — | |
| 22 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 0.63% | — | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.63% | -0.06% | — | |
| 24 | NEE 3 03-01-27債券 | Nextera Energy Capital | 債券 | 0.57% | -0.09% | — | |
| 25 | HFRO | Highland Opport & Income | 股票-其他 | 0.44% | -0.11% | -46.14% | |
| 26 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.41% | -0.39% | EXIT | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.35% | -0.03% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.34% | -0.06% | +14.97% | |
| 29 | CBL | Cbl & Associates Properties | 股票-其他 | 0.31% | — | — | |
| 30 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 0.31% | -0.04% | — | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.30% | -0.01% | — | |
| 32 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.24% | — | — | |
| 33 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.21% | -0.01% | +11.35% | |
| 34 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.20% | -0.02% | — | |
| 35 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.14% | -0.03% | — | |
| 36 | NMFC 7.5 10-15-25債券 | New Mountain Finance Cor | 債券 | 0.12% | — | — | |
| 37 | NOVA 0.25 12-01-26債券 | Sunnova Energy Intl Inc | 債券 | 0.07% | — | — | |
| 38 | NOVA 2.625 02-15-28債券 | Sunnova Energy Intl Inc | 債券 | 0.06% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建倉 |
| 2 | WFC 7.5 PERP L債券 | Wells Fargo & Company | — | NEW | 新建倉 |
| 3 | BND | Vanguard Total Bond Market | — | NEW | 新建倉 |
| 4 | BAC 7.25 PERP L債券 | Bank Of America CORP | — | NEW | 新建倉 |
| 5 | SO 3.875 12-15-25債券 | Southern Co | — | NEW | 新建倉 |
| 6 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | — | NEW | 新建倉 |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | 新建倉 |
| 8 | DUK 4.125 04-15-26債券 | Duke Energy CORP | — | NEW | 新建倉 |
| 9 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | — | NEW | 新建倉 |
| 10 | F 0 03-15-26債券 | Ford Motor Company | — | NEW | 新建倉 |
| 11 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | — | NEW | 新建倉 |
| 12 | GPN 1.5 03-01-31債券 | Global Payments Inc | — | NEW | 新建倉 |
| 13 | APO 6.75 07-31-26債券 | Apollo Global Management | — | NEW | 新建倉 |
| 14 | BKLN | Invesco Senior Loan ETF | — | NEW | 新建倉 |
| 15 | VTR 3.75 06-01-26債券 | Ventas Realty LP | — | NEW | 新建倉 |
| 16 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | NEW | 新建倉 |
| 17 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | — | NEW | 新建倉 |
| 18 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | — | NEW | 新建倉 |
| 19 | EVRG 4.5 12-15-27債券 | Evergy Inc | — | NEW | 新建倉 |
| 20 | CMS 3.375 05-01-28債券 | Cms Energy CORP | — | NEW | 新建倉 |
| 21 | EXPE 0 02-15-26債券 | Expedia Group Inc | — | NEW | 新建倉 |
| 22 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | — | NEW | 新建倉 |
| 23 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建倉 |
| 24 | NEE 3 03-01-27債券 | Nextera Energy Capital | — | NEW | 新建倉 |
| 25 | HFRO | Highland Opport & Income | — | NEW | 新建倉 |
| 26 | AWK 3.625 06-15-26債券 | American Water Capital C | — | NEW | 新建倉 |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | 新建倉 |
| 28 | VUG | Vanguard Growth ETF | — | NEW | 新建倉 |
| 29 | CBL | Cbl & Associates Properties | — | NEW | 新建倉 |
| 30 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | — | NEW | 新建倉 |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | 新建倉 |
| 32 | FCT | First Trust Snr Fl Rt Inc Ii | — | NEW | 新建倉 |
| 33 | CCO | Clear Channel Outdoor Holdin | — | NEW | 新建倉 |
| 34 | HIX | Western Asset High Inc Ii | — | NEW | 新建倉 |
| 35 | IHRT | Iheartmedia Inc - Class A | — | NEW | 新建倉 |
| 36 | NMFC 7.5 10-15-25債券 | New Mountain Finance Cor | — | NEW | 新建倉 |
| 37 | NOVA 0.25 12-01-26債券 | Sunnova Energy Intl Inc | — | NEW | 新建倉 |
| 38 | NOVA 2.625 02-15-28債券 | Sunnova Energy Intl Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，AEGON USA Investment Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.4億，共申報了 38 個公開持股部位。
在 Q1 2025 季度，AEGON USA Investment Management, LLC 按市值排列的前三大核心持股分別為：VTI (65.6%)、WFC 7.5 PERP L (2.9%)、BND (2.5%)。其中最大持股部位 VTI 佔據整體投資組合約 65.6% 的權重。
在 Q1 2025 季度中，AEGON USA Investment Management, LLC 共進行了 38 項持倉異動，包含新建倉 38 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 VTI。
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。
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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。
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。