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
139 檔
41.3%
Q4 2024 季度申報顯示，Berkley W R CORP 揭露的美股組合總市值為 US$21.0億，涵蓋 139 個不同之權益投資部位。
Berkley W R CORP 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 49 個全新部位及加碼 19 檔持股的同時，亦同步清倉 52 檔並減碼 17 檔標的。
整體而言，Berkley W R CORP 的前 5 大持股（包含 KMI, AMZN, AAPL）貢獻了組合市值的 41.3%，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 | KMI | Kinder Morgan, Inc. | 股票-能源 | 8.30% | -0.79% | — | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.93% | +1.14% | NEW | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.91% | — | — | |
| 4 | EPD | Enterprise Products Partners | 股票-能源 | 6.34% | -1.91% | — | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 5.94% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.64% | +5.31% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.53% | — | — | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 5.48% | — | +68.71% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.24% | — | — | |
| 10 | ET | Energy Transfer LP | 股票-能源 | 4.93% | -1.03% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 4.24% | +2.38% | NEW | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 3.30% | — | — | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.09% | — | — | |
| 14 | AXP | American Express Co | 股票-金融 | 2.36% | — | — | |
| 15 | ON | On Semiconductor | 股票-科技 | 1.83% | +0.87% | — | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.76% | — | — | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.50% | — | — | |
| 18 | VC | Visteon CORP | 股票-其他 | 1.41% | — | — | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | — | -48.02% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | — | — | |
| 21 | GBLI | Global Indemnity Group Llc-a | 股票-其他 | 1.32% | -1.35% | EXIT | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.15% | — | -49.90% | |
| 23 | OZK | Bank Ozk | 股票-金融 | 0.89% | — | -16.64% | |
| 24 | NTR | Nutrien LTD | 股票-原物料 | 0.78% | — | — | |
| 25 | ARES | Ares Management Corporation | 股票-金融 | 0.70% | — | +6.61% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | — | — | |
| 27 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 0.43% | +0.18% | +414.33% | |
| 28 | JOE | St Joe Co/the | 股票-其他 | 0.37% | -0.08% | — | |
| 29 | PAII | Pyrophyte Acquisition Corp. II | 股票-其他 | 0.33% | — | — | |
| 30 | YCY-UN | AA Mission Acquisition Corp. II | 股票-其他 | 0.31% | — | +54.34% | |
| 31 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 0.28% | — | -42.96% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.25% | -0.11% | — | |
| 33 | NBR | Nabors Industries Ltd. | 股票-其他 | 0.24% | — | +15.68% | |
| 34 | ✓ | 股票-其他 | 0.22% | — | +15.27% | ||
| 35 | ✓ | Keen Vision Acquisition CORP | 股票-其他 | 0.22% | — | -47.81% | |
| 36 | ✓ | 股票-其他 | 0.22% | -0.03% | — | ||
| 37 | ✓ | 股票-其他 | 0.20% | — | — | ||
| 38 | ✓ | Vine Hill Cap Invt CORP. | 股票-其他 | 0.19% | -0.38% | EXIT | |
| 39 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | 股票-其他 | 0.19% | — | — | |
| 40 | VOYG | Voyager Technologies, Inc. | 股票-其他 | 0.19% | -0.75% | EXIT | |
| 41 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | 股票-其他 | 0.18% | — | — | |
| 42 | ✓ | Black Hawk Acquisition CORP | 股票-其他 | 0.18% | — | — | |
| 43 | QETA | Quetta Acquisition CORP | 股票-其他 | 0.18% | — | +113.24% | |
| 44 | ✓ | Israel Acquisitions Corp | 股票-其他 | 0.18% | — | — | |
| 45 | SIMA | SIM Acquisition Corp. I | 股票-其他 | 0.17% | -0.53% | EXIT | |
| 46 | ✓ | 股票-其他 | 0.17% | +0.09% | — | ||
| 47 | UCFI | Cn Healthy Food Tech Group C | 股票-其他 | 0.16% | — | — | |
| 48 | ✓ | Cartica Acquisition CORP | 股票-其他 | 0.16% | — | — | |
| 49 | ✓ | 股票-其他 | 0.16% | -0.99% | EXIT | ||
| 50 | ✓ | 股票-其他 | 0.15% | — | +15.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6.9% | NEW | 新建倉 |
| 2 | CRM | Salesforce Inc | +5.9% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +5.6% | NEW | 新建倉 |
| 4 | GOOGL | Alphabet Inc-cl A | +5.5% | NEW | 新建倉 |
| 5 | META | Meta Platforms Inc-class A | +5.2% | NEW | 新建倉 |
| 6 | MU | Micron Technology Inc | +3.3% | NEW | 新建倉 |
| 7 | AMZN | Amazon.com Inc | +2.5% | +89.65% | 加碼 |
| 8 | AXP | American Express Co | +2.4% | NEW | 新建倉 |
| 9 | QCOM | Qualcomm Inc | +0.6% | NEW | 新建倉 |
| 10 | JOE | St Joe Co/the | +0.4% | NEW | 新建倉 |
| 11 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.3% | +414.33% | 加碼 |
| 12 | ✓ | +0.2% | NEW | 新建倉 | |
| 13 | ✓ | Vine Hill Cap Invt CORP. | +0.2% | NEW | 新建倉 |
| 14 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | +0.2% | NEW | 新建倉 |
| 15 | VOYG | Voyager Technologies, Inc. | +0.2% | NEW | 新建倉 |
| 16 | ✓ | +0.2% | NEW | 新建倉 | |
| 17 | ✓ | Aldel Finl Ii Inc | +0.1% | NEW | 新建倉 |
| 18 | ✓ | Hcm Ii Acquisition CORP | +0.1% | NEW | 新建倉 |
| 19 | ✓ | +0.1% | NEW | 新建倉 | |
| 20 | ✓ | +0.1% | NEW | 新建倉 | |
| 21 | ✓ | +0.1% | NEW | 新建倉 | |
| 22 | ✓ | Gsr Iii Acquisition CORP | +0.1% | NEW | 新建倉 |
| 23 | ✓ | Global Lights Acquisition Co | +0.1% | +246.18% | 加碼 |
| 24 | ✓ | +0.1% | NEW | 新建倉 | |
| 25 | ✓ | Roman Dbdr Acquisition CORP | +0.1% | NEW | 新建倉 |
| 26 | ✓ | Willow Lane Acquisition CORP | +0.1% | NEW | 新建倉 |
| 27 | IBAC | Ib Acquisition CORP | +0.1% | +705.69% | 加碼 |
| 28 | ✓ | +0.1% | NEW | 新建倉 | |
| 29 | ✓ | Translational Dev Acquisitio | +0.1% | NEW | 新建倉 |
| 30 | QETA | Quetta Acquisition CORP | +0.1% | +113.24% | 加碼 |
| 31 | ✓ | Valuence Merger CORP I | +0.1% | +162.54% | 加碼 |
| 32 | ✓ | Tavia Acquisition CORP | +0.1% | NEW | 新建倉 |
| 33 | ✓ | Fact Ii Acquisition CORP | +0.1% | NEW | 新建倉 |
| 34 | ✓ | Charlton Aria Acquisition Co | +0.1% | NEW | 新建倉 |
| 35 | ✓ | +0.1% | NEW | 新建倉 | |
| 36 | ✓ | A Spac Iii Acquisition CORP | +0.1% | NEW | 新建倉 |
| 37 | ✓ | Rf Acquisition CORP Ii | 0% | +165.49% | 加碼 |
| 38 | HVII | Hennessy Capital Investment Corp. VII | 0% | NEW | 新建倉 |
| 39 | ✓ | Newbury Str Ii Acquisition C | 0% | NEW | 新建倉 |
| 40 | ✓ | 0% | NEW | 新建倉 | |
| 41 | ✓ | Cohen Circle Acquisition Cor | 0% | NEW | 新建倉 |
| 42 | ✓ | 0% | NEW | 新建倉 | |
| 43 | ✓ | Black Spade Acquisition Ii C | 0% | NEW | 新建倉 |
| 44 | YCY-UN | AA Mission Acquisition Corp. II | 0% | +54.34% | 加碼 |
| 45 | ✓ | Ai Transn Acquisition CORP | 0% | +91.11% | 加碼 |
| 46 | ✓ | Silverbox CORP Iv | 0% | NEW | 新建倉 |
| 47 | NOEMU | Co2 Energy Transition CORP | 0% | NEW | 新建倉 |
| 48 | ✓ | 0% | NEW | 新建倉 | |
| 49 | EMCGR | Embrace Change Acquisition Corp | 0% | NEW | 新建倉 |
| 50 | ✓ | 0% | +46.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Berkley W R CORP 在 Q4 2024 季度的美股持倉總市值約為 US$21.0億，共申報了 139 個公開持股部位。
在 Q4 2024 季度，Berkley W R CORP 按市值排列的前三大核心持股分別為：KMI (8.3%)、AMZN (6.9%)、AAPL (6.9%)。其中最大持股部位 KMI 佔據整體投資組合約 8.3% 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
AAPL
市值: US$1.7億
本季最大獲利了結 / 清倉標的
BRK-B
前期市值: US$4575.0萬
在 Q4 2024 季度中，Berkley W R CORP 共進行了 137 項持倉異動，包含新建倉 49 個部位、加碼 19 個部位、減碼 17 個部位以及清倉 52 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 BRK-B。
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。