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
41 檔
72.7%
截至 Q1 2026 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 41 檔。
AEGON USA Investment Management, LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 10 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 72.7%，形成該機構在 Q1 2026 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 | 70.29% | +2.53% | -1.53% | |
| 2 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 2.59% | -0.20% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.32% | -0.24% | -1.79% | |
| 4 | WW | Ww International Inc-new | 股票-其他 | 2.19% | +0.44% | +11.72% | |
| 5 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 2.10% | -0.08% | — | |
| 6 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 1.32% | -0.12% | — | |
| 7 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 1.24% | -0.08% | — | |
| 8 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 1.24% | -1.24% | EXIT | |
| 9 | KKR 6.25 03-01-28 D債券 | Kkr & Co Inc | 債券 | 1.17% | -0.12% | — | |
| 10 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 1.05% | -0.08% | — | |
| 11 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 1.04% | -0.06% | — | |
| 12 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 1.03% | -0.12% | — | |
| 13 | EVRG 4.5 12-15-27債券 | Evergy Inc | 債券 | 0.98% | -0.03% | — | |
| 14 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 0.89% | -0.89% | EXIT | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.83% | -0.07% | -37.83% | |
| 16 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 0.80% | -0.08% | — | |
| 17 | NEE 3 03-01-27債券 | Nextera Energy Capital | 債券 | 0.67% | -0.09% | — | |
| 18 | SO 4.5 06-15-27債券 | Southern Co | 債券 | 0.65% | -0.06% | — | |
| 19 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 0.64% | -0.05% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.62% | -0.06% | — | |
| 21 | SO 7.125 12-15-28 A債券 | Southern Co | 債券 | 0.59% | -0.07% | — | |
| 22 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.50% | +0.16% | -50.00% | |
| 23 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | 債券 | 0.48% | -0.04% | — | |
| 24 | WEC 4.375 06-01-27債券 | Wec Energy Group Inc | 債券 | 0.47% | -0.04% | — | |
| 25 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.39% | -0.39% | EXIT | |
| 26 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 債券 | 0.36% | -0.01% | — | |
| 27 | HFRO | Highland Opport & Income | 股票-其他 | 0.35% | -0.11% | -9.91% | |
| 28 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 0.35% | -0.04% | — | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.35% | -0.03% | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | -0.06% | — | |
| 31 | PNW 4.75 06-15-27債券 | Pinnacle West Capital | 債券 | 0.31% | -0.01% | — | |
| 32 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | 債券 | 0.30% | -0.02% | — | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.29% | -0.01% | — | |
| 34 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 0.23% | -0.02% | +75.00% | |
| 35 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.20% | -0.02% | — | |
| 36 | HIX | Western Asset High Inc Ii | 股票-其他 | 0.19% | -0.02% | — | |
| 37 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 0.16% | -0.01% | — | |
| 38 | EFT | Eaton Vance Fltng Rt Inc Tr | 股票-其他 | 0.15% | -0.01% | — | |
| 39 | CSWC 5.125 11-15-29債券 | Capital Southwest CORP | 債券 | 0.15% | -0.01% | — | |
| 40 | IHRT | Iheartmedia Inc - Class A | 股票-其他 | 0.11% | -0.03% | — | |
| 41 | EAF | Graftech International LTD | 股票-其他 | 0.08% | -0.02% | — |
| # | 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 | +2.9% | -1.53% | 減碼 |
| 2 | DUK 4.125 04-15-26債券 | Duke Energy CORP | +0.2% | — | 不變 |
| 3 | EVRG 4.5 12-15-27債券 | Evergy Inc | +0.2% | — | 不變 |
| 4 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | +0.2% | — | 不變 |
| 5 | BND | Vanguard Total Bond Market | +0.2% | -1.79% | 減碼 |
| 6 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +0.2% | — | 不變 |
| 7 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.1% | — | 不變 |
| 8 | NEE 3 03-01-27債券 | Nextera Energy Capital | +0.1% | — | 不變 |
| 9 | VTR 3.75 06-01-26債券 | Ventas Realty LP | +0.1% | — | 不變 |
| 10 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +0.1% | — | 不變 |
| 11 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.1% | — | 不變 |
| 12 | HYT | Blackrock CORP Hi Yld | +0.1% | +75.00% | 加碼 |
| 13 | GPN 1.5 03-01-31債券 | Global Payments Inc | +0.1% | — | 不變 |
| 14 | SO 4.5 06-15-27債券 | Southern Co | +0.1% | — | 不變 |
| 15 | WEC 4.375 06-01-27債券 | Wec Energy Group Inc | +0.1% | — | 不變 |
| 16 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | +0.1% | — | 不變 |
| 17 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +0.1% | — | 不變 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | — | 不變 |
| 19 | PNW 4.75 06-15-27債券 | Pinnacle West Capital | +0.1% | — | 不變 |
| 20 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | 0% | — | 不變 |
| 21 | AWK 3.625 06-15-26債券 | American Water Capital C | 0% | — | 不變 |
| 22 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 0% | — | 不變 |
| 23 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 0% | — | 不變 |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | 不變 |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | 0% | — | 不變 |
| 26 | CCO | Clear Channel Outdoor Holdin | 0% | — | 不變 |
| 27 | CSWC 5.125 11-15-29債券 | Capital Southwest CORP | 0% | — | 不變 |
| 28 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 0% | — | 不變 |
| 29 | HIX | Western Asset High Inc Ii | 0% | — | 不變 |
| 30 | EFT | Eaton Vance Fltng Rt Inc Tr | 0% | — | 不變 |
| 31 | VUG | Vanguard Growth ETF | — | — | 不變 |
| 32 | HFRO | Highland Opport & Income | 0% | -9.91% | 減碼 |
| 33 | IHRT | Iheartmedia Inc - Class A | 0% | — | 不變 |
| 34 | APO 6.75 07-31-26債券 | Apollo Global Management | -0.2% | — | 不變 |
| 35 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | -0.2% | — | 不變 |
| 36 | KKR 6.25 03-01-28 D債券 | Kkr & Co Inc | -0.2% | — | 不變 |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | -0.4% | -37.83% | 減碼 |
| 38 | BKLN | Invesco Senior Loan ETF | -0.4% | -50.00% | 減碼 |
| 39 | WW | Ww International Inc-new | -1.6% | +11.72% | 加碼 |
| 40 | F 0 03-15-26債券 | Ford Motor Company | — | EXIT | 清倉 |
| 41 | EXPE 0 02-15-26債券 | Expedia Group Inc | — | EXIT | 清倉 |
| 42 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | — | EXIT | 清倉 |
| 43 | SO 7.125 12-15-28 A債券 | Southern Co | — | NEW | 新建倉 |
| 44 | FCT | First Trust Snr Fl Rt Inc Ii | — | EXIT | 清倉 |
| 45 | RXT | Rackspace Technology Inc | — | EXIT | 清倉 |
| 46 | EAF | Graftech International LTD | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，AEGON USA Investment Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 41 個公開持股部位。
在 Q1 2026 季度，AEGON USA Investment Management, LLC 按市值排列的前三大核心持股分別為：VTI (70.3%)、WFC 7.5 PERP L (2.6%)、BND (2.3%)。其中最大持股部位 VTI 佔據整體投資組合約 70.3% 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
SO 7.125 12-15-28 A
市值: US$75.0萬
本季最大獲利了結 / 清倉標的
F 0 03-15-26
前期市值: US$191.8萬
在 Q1 2026 季度中，AEGON USA Investment Management, LLC 共進行了 14 項持倉異動，包含新建倉 2 個部位、加碼 2 個部位、減碼 5 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SO 7.125 12-15-28 A。 本季清倉部位包含 F 0 03-15-26。
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。