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: 0000011544
申報總市值
US$21.0億
US$21.0億
142 檔
41.1%
截至 Q2 2024 季度末，Berkley W R CORP 的美股持倉估值約為 US$21.0億，全數申報部位共有 142 檔。
Q2 2024 的申報記錄反映 Berkley W R CORP 的板塊替換策略：機構本季推動了 22 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
整體而言，Berkley W R CORP 的前 5 大持股（包含 AAPL, GOOGL, MSFT）貢獻了組合市值的 41.1%，形成該機構在 Q2 2024 季度的基本面基石。
本季最大新建倉標的
NVDA
市值: US$1.4億
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$1.3億
| # | 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 | AAPL | Apple Inc | 股票-科技 | 9.68% | — | +174.97% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.51% | — | +146.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.55% | +5.31% | NEW | |
| 4 | KMI | Kinder Morgan, Inc. | 股票-能源 | 6.38% | -0.79% | — | |
| 5 | EPD | Enterprise Products Partners | 股票-能源 | 6.21% | -1.91% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 5.70% | +2.38% | NEW | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.29% | +1.14% | NEW | |
| 8 | MCD | Mcdonald's CORP | 股票-循環性消費 | 4.81% | — | — | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 4.32% | -1.03% | +18.75% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 4.08% | — | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 2.46% | — | — | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.15% | — | — | |
| 13 | ON | On Semiconductor | 股票-科技 | 2.11% | +0.87% | — | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.11% | — | — | |
| 15 | VC | Visteon CORP | 股票-其他 | 1.80% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | — | — | |
| 17 | CCXI | Churchill Capital Corp XI | 股票-其他 | 1.47% | — | +18.23% | |
| 18 | GBLI | Global Indemnity Group Llc-a | 股票-其他 | 1.20% | -1.35% | EXIT | |
| 19 | OZK | Bank Ozk | 股票-金融 | 1.04% | — | — | |
| 20 | NTR | Nutrien LTD | 股票-原物料 | 0.94% | — | — | |
| 21 | WRB | Wr Berkley CORP | 股票-金融 | 0.89% | — | — | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | +2.01% | NEW | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | — | — | |
| 24 | RIGL | Rigel Pharmaceuticals, Inc. | 股票-其他 | 0.74% | — | -21.92% | |
| 25 | ARES | Ares Management Corporation | 股票-金融 | 0.68% | — | +627.39% | |
| 26 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 0.67% | — | +10.09% | |
| 27 | ✓ | Tortoiseecofin Acquisition C | 股票-其他 | 0.60% | — | -11.89% | |
| 28 | MCAHR | Mountain Crest Acquisition 6 Corp. | 股票-其他 | 0.60% | — | +5.81% | |
| 29 | SVACW | Spring Valley Acquisition Corp. III | 股票-其他 | 0.52% | — | +78.03% | |
| 30 | ✓ | Inflection Pt Acquisitn Crp | 股票-其他 | 0.49% | — | +635.97% | |
| 31 | ✓ | Tristar Acquisition I CORP | 股票-其他 | 0.44% | — | — | |
| 32 | ICMB | Investcorp Credit Management BDC, Inc. | 股票-其他 | 0.43% | — | +21.10% | |
| 33 | ✓ | Keen Vision Acquisition CORP | 股票-其他 | 0.42% | — | +97.43% | |
| 34 | ES | Eversource Energy | 股票-公用事業 | 0.42% | — | +15.93% | |
| 35 | ✓ | Sdcl Edge Acquisition CORP | 股票-其他 | 0.39% | — | -29.35% | |
| 36 | ✓ | Ap Acquisition CORP | 股票-其他 | 0.39% | — | -22.25% | |
| 37 | ICMB | Investcorp Credit Management BDC, Inc. | 股票-其他 | 0.38% | — | -52.86% | |
| 38 | ✓ | Rcf Acquisition CORP | 股票-其他 | 0.38% | — | +59.43% | |
| 39 | TBMC | Trailblazer Merger CORP I | 股票-其他 | 0.38% | — | +415.98% | |
| 40 | PAII | Pyrophyte Acquisition Corp. II | 股票-其他 | 0.36% | — | -42.50% | |
| 41 | EMCGR | Embrace Change Acquisition Corp | 股票-其他 | 0.33% | — | +8.50% | |
| 42 | ✓ | 股票-其他 | 0.31% | — | +81.98% | ||
| 43 | ✓ | Apx Acquisition CORP I | 股票-其他 | 0.28% | — | +45.71% | |
| 44 | ✓ | Zalatoris Ii Acquisition Cor | 股票-其他 | 0.28% | — | +9.47% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.27% | -0.11% | — | |
| 46 | ✓ | Cf Acquisition CORP Vii | 股票-其他 | 0.26% | — | — | |
| 47 | ✓ | Tenx Keane Acquisition | 股票-其他 | 0.25% | — | +0.04% | |
| 48 | ✓ | Burtech Acquisition CORP | 股票-其他 | 0.24% | — | — | |
| 49 | KOYNW | CSLM Digital Asset Acquisition Corp III, Ltd | 股票-其他 | 0.24% | — | -28.58% | |
| 50 | ✓ | 股票-其他 | 0.23% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.9% | +174.97% | 加碼 |
| 2 | NVDA | Nvidia CORP | +5.7% | NEW | 新建倉 |
| 3 | MCD | Mcdonald's CORP | +4.8% | NEW | 新建倉 |
| 4 | MSFT | Microsoft CORP | +4.2% | +248.00% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +4.2% | +146.08% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +4.1% | NEW | 新建倉 |
| 7 | CRM | Salesforce Inc | +2.2% | NEW | 新建倉 |
| 8 | META | Meta Platforms Inc-class A | +2.1% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +1.3% | +63.60% | 加碼 |
| 10 | OZK | Bank Ozk | +1% | NEW | 新建倉 |
| 11 | WRB | Wr Berkley CORP | +0.9% | NEW | 新建倉 |
| 12 | TSLA | Tesla Inc | +0.8% | NEW | 新建倉 |
| 13 | QCOM | Qualcomm Inc | +0.8% | NEW | 新建倉 |
| 14 | ARES | Ares Management Corporation | +0.6% | +627.39% | 加碼 |
| 15 | ✓ | Inflection Pt Acquisitn Crp | +0.4% | +635.97% | 加碼 |
| 16 | TBMC | Trailblazer Merger CORP I | +0.3% | +415.98% | 加碼 |
| 17 | SVACW | Spring Valley Acquisition Corp. III | +0.1% | +78.03% | 加碼 |
| 18 | ✓ | Keen Vision Acquisition CORP | +0.1% | +97.43% | 加碼 |
| 19 | ✓ | +0.1% | +186.16% | 加碼 | |
| 20 | ✓ | Rcf Acquisition CORP | +0.1% | +59.43% | 加碼 |
| 21 | CCXI | Churchill Capital Corp XI | -0.2% | +18.23% | 加碼 |
| 22 | ✓ | Global Blockchain Acqui CORP | -0.2% | EXIT | 清倉 |
| 23 | AQUC | Aquaron Acquisition CORP | -0.2% | EXIT | 清倉 |
| 24 | PLMKW | Plum Acquisition Corp. IV | -0.2% | -86.05% | 減碼 |
| 25 | ✓ | Aimfinity Investment CORP I | -0.2% | EXIT | 清倉 |
| 26 | ✓ | Pegasus Digital Mobility Acqui | -0.3% | EXIT | 清倉 |
| 27 | SBUX | Starbucks Corporation | -0.3% | -80.20% | 減碼 |
| 28 | NVT | nVent Electric plc | -0.3% | -53.09% | 減碼 |
| 29 | ✓ | Lamf Global Ventures CORP I | -0.3% | EXIT | 清倉 |
| 30 | ✓ | Cartica Acquisition CORP | -0.3% | -72.34% | 減碼 |
| 31 | ✓ | Generation Asia I Acquisitio | -0.3% | -64.18% | 減碼 |
| 32 | ET | Energy Transfer LP | -0.3% | +18.75% | 加碼 |
| 33 | ✓ | Evergreen Corporation | -0.3% | -65.40% | 減碼 |
| 34 | ✓ | Sdcl Edge Acquisition CORP | -0.3% | -29.35% | 減碼 |
| 35 | OBDC | Blue Owl Capital Corporation | -0.3% | EXIT | 清倉 |
| 36 | PAII | Pyrophyte Acquisition Corp. II | -0.4% | -42.50% | 減碼 |
| 37 | ✓ | Learn Cw Investment Cor | -0.5% | EXIT | 清倉 |
| 38 | RIGL | Rigel Pharmaceuticals, Inc. | -0.5% | -21.92% | 減碼 |
| 39 | ICMB | Investcorp Credit Management BDC, Inc. | -0.7% | -52.86% | 減碼 |
| 40 | VC | Visteon CORP | -0.8% | — | 不變 |
| 41 | PAX | Patria Investments Limited | -0.8% | -83.63% | 減碼 |
| 42 | ON | On Semiconductor | -0.9% | — | 不變 |
| 43 | KMI | Kinder Morgan, Inc. | -1.4% | — | 不變 |
| 44 | GOOG | Alphabet Inc-cl C | -1.7% | EXIT | 清倉 |
| 45 | CMC | Commercial Metals Co | -1.7% | EXIT | 清倉 |
| 46 | ✓ | Screaming Eagle Acquisitn Co | -2.1% | EXIT | 清倉 |
| 47 | INTC | Intel CORP | -2.2% | — | 不變 |
| 48 | WES | Western Midstream Partners L | -3.2% | EXIT | 清倉 |
| 49 | ORI | Old Republic Intl CORP | -4.6% | EXIT | 清倉 |
| 50 | MRK | Merck & Co. Inc. | -7.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Berkley W R CORP 在 Q2 2024 季度的美股持倉總市值約為 US$21.0億，共申報了 142 個公開持股部位。
在 Q2 2024 季度，Berkley W R CORP 按市值排列的前三大核心持股分別為：AAPL (9.7%)、GOOGL (7.5%)、MSFT (6.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.7% 的權重。
在 Q2 2024 季度中，Berkley W R CORP 共進行了 46 項持倉異動，包含新建倉 9 個部位、加碼 13 個部位、減碼 11 個部位以及清倉 13 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 MRK。
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。
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。
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。