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: 0001465109
申報總市值
US$1503.5億
US$1503.5億
1824 檔
10.1%
在 Q1 2024 的 13F 官方備案中，Neuberger Berman Group LLC 管理的美股投資組合規模來到 US$1503.5億，整體持股檔數為 1824 檔。
觀察 Q1 2024 的資金脈絡，Neuberger Berman Group LLC 在獲利結算 1 檔個股的同時，將資本重新部署至 3 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MSFT, AMZN, AAPL）累計市值佔比達 10.1%，是驅動 Neuberger Berman Group LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1824 檔）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 4.11% | -0.58% | -1.13% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.37% | +0.30% | +3.39% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.33% | +0.28% | -3.11% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | +0.20% | -8.39% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | -0.02% | -1.53% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.18% | +0.19% | -0.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.29% | +0.80% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | +0.03% | -8.04% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.15% | -3.78% | |
| 10 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.84% | -0.34% | -5.41% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.02% | -11.13% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.02% | -9.38% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.75% | -0.20% | +1.55% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 0.73% | -0.16% | +42.81% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 0.71% | -0.04% | -20.77% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.14% | -2.12% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.02% | +1.32% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.70% | -0.09% | -2.85% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 0.69% | +0.27% | +0.79% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.11% | +1.06% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.13% | -7.15% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.60% | — | -11.99% | |
| 23 | DHR | Danaher CORP | 股票-醫療保健 | 0.59% | -0.16% | +10.84% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.20% | +1.04% | |
| 25 | CSX | Csx CORP | 股票-工業 | 0.58% | +0.03% | +4.47% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.11% | +0.74% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.57% | -0.11% | +1.15% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.09% | +170.51% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 0.54% | -0.09% | +1.08% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.54% | +0.04% | +0.48% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.10% | +1.36% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | — | +74.85% | |
| 33 | ADI | Analog Devices Inc | 股票-科技 | 0.52% | +0.12% | -3.86% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | -0.11% | -0.17% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.50% | +0.05% | -17.07% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.24% | -9.99% | |
| 37 | AON | Aon plc | 股票-金融 | 0.48% | -0.09% | -1.31% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.46% | -0.06% | +2.36% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.45% | -0.08% | +9.92% | |
| 40 | CDW | Cdw Corp/de | 股票-科技 | 0.44% | — | -5.85% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.19% | +32.89% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.43% | -0.11% | -6.14% | |
| 43 | SRE | Sempra | 股票-公用事業 | 0.43% | -0.01% | -15.94% | |
| 44 | CME | Cme Group Inc | 股票-金融 | 0.43% | -0.17% | -29.37% | |
| 45 | PNC | Pnc Financial Services Group | 股票-金融 | 0.41% | +0.02% | -7.56% | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.41% | -0.05% | +0.37% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事業 | 0.40% | — | -23.03% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.40% | +0.14% | -39.56% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.39% | -0.06% | -1.72% | |
| 50 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.39% | -0.04% | -2.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -8.39% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.3% | +3.39% | 加碼 |
| 3 | QCOM | Qualcomm Inc | +0.3% | +74.85% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.2% | -1.13% | 減碼 |
| 5 | SPGI | S&p Global Inc | +0.2% | +42.81% | 加碼 |
| 6 | NBOS | Neuberger Option Strategy Et | +0.2% | NEW | 新建倉 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +131.88% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.2% | -3.78% | 減碼 |
| 9 | AMD | Advanced Micro Devices | +0.2% | +32.89% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.53% | 減碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -2.12% | 減碼 |
| 12 | FE | Firstenergy CORP | +0.2% | +131.59% | 加碼 |
| 13 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +332.61% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +0.79% | 加碼 |
| 15 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +92.84% | 加碼 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +48.34% | 加碼 |
| 17 | DKNG | Draftkings Inc-cl A | +0.1% | +339.67% | 加碼 |
| 18 | NBSM | Neuberger Small-mid Cap ETF | +0.1% | NEW | 新建倉 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +405.36% | 加碼 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +39.38% | 加碼 |
| 21 | CCL1EUR | Carnival CORP LTD | +0.1% | +9798.05% | 加碼 |
| 22 | COO | Cooper Cos Inc/the | +0.1% | NEW | 新建倉 |
| 23 | VLO | Valero Energy CORP | +0.1% | +324.40% | 加碼 |
| 24 | ELV | Elevance Health Inc | +0.1% | +22.87% | 加碼 |
| 25 | DASH | Doordash Inc - A | +0.1% | +301.17% | 加碼 |
| 26 | DHR | Danaher CORP | +0.1% | +10.84% | 加碼 |
| 27 | ORCL | Oracle CORP | +0.1% | +0.74% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +0.80% | 加碼 |
| 29 | COO | The Cooper Companies, Inc. | -0.1% | EXIT | 清倉 |
| 30 | MMM | 3m Co | -0.1% | -91.94% | 減碼 |
| 31 | KVUE | Kenvue Inc | -0.1% | -91.41% | 減碼 |
| 32 | BMY | Bristol-myers Squibb Co | -0.1% | -81.51% | 減碼 |
| 33 | SMCIUSD | Super Micro Computer Inc | -0.1% | -90.62% | 減碼 |
| 34 | FCN | Fti Consulting Inc | -0.1% | -48.34% | 減碼 |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -67.29% | 減碼 |
| 36 | T | At&t Inc | -0.1% | -71.39% | 減碼 |
| 37 | DTE | Dte Energy Company | -0.1% | -24.23% | 減碼 |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -55.27% | 減碼 |
| 39 | EXC | Exelon CORP | -0.1% | -36.66% | 減碼 |
| 40 | SRE | Sempra | -0.1% | -15.94% | 減碼 |
| 41 | FNV | Franco-nevada CORP | -0.2% | -98.02% | 減碼 |
| 42 | DUK | Duke Energy CORP | -0.2% | -23.03% | 減碼 |
| 43 | MDLZ | Mondelez International Inc-a | -0.2% | -17.07% | 減碼 |
| 44 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -25.79% | 減碼 |
| 45 | CME | Cme Group Inc | -0.2% | -29.37% | 減碼 |
| 46 | APD | Air Products & Chemicals Inc | -0.2% | -45.29% | 減碼 |
| 47 | AEP | American Electric Power | -0.3% | -91.94% | 減碼 |
| 48 | GILD | Gilead Sciences Inc | -0.3% | -82.66% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | -39.56% | 減碼 |
| 50 | AAPL | Apple Inc | -0.5% | -3.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Neuberger Berman Group LLC 在 Q1 2024 季度的美股持倉總市值約為 US$1503.5億，共申報了 1824 個公開持股部位。
在 Q1 2024 季度，Neuberger Berman Group LLC 按市值排列的前三大核心持股分別為：MSFT (4.1%)、AMZN (2.4%)、AAPL (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.1% 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
NBOS
市值: US$2.1億
本季最大獲利了結 / 清倉標的
COO
前期市值: US$1.1億
在 Q1 2024 季度中，Neuberger Berman Group LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 20 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 NBOS。 本季清倉部位包含 COO。
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。