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
1896 檔
11.6%
Neuberger Berman Group LLC 在 Q2 2024 季度的美股部位總計估值為 US$1503.5億，分散於 1896 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2024 的資金脈絡，Neuberger Berman Group LLC 在獲利結算 2 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, AAPL, NVDA）累計市值佔比達 11.6%，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。
本季最大新建倉標的
WAY
市值: US$1.3億
本季最大獲利了結 / 清倉標的
PXDEUR
前期市值: US$2.1億
僅顯示前 200 大持股（共 1896 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 | 4.37% | -0.58% | +0.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.99% | +0.28% | +5.28% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.77% | +0.20% | +889.46% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | +0.30% | +2.35% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.02% | -2.83% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | +0.19% | -0.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.39% | +0.29% | -1.25% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | +0.15% | +4.11% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | +0.03% | -3.97% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.93% | -0.20% | +12.17% | |
| 11 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.83% | -0.34% | -8.22% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.81% | -0.14% | +10.87% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.02% | -0.10% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 0.76% | +0.27% | +4.67% | |
| 15 | SPGI | S&p Global Inc | 股票-金融 | 0.74% | -0.16% | -2.63% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | -0.09% | +14.69% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | -0.13% | +1.64% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.02% | +2.26% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 0.65% | +0.12% | +10.31% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.24% | +31.73% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | +0.02% | -10.00% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 0.62% | -0.16% | +6.26% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.11% | -5.01% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.60% | +0.20% | +0.16% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.59% | -0.11% | +9.58% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | -0.11% | +0.93% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 0.57% | -0.04% | -19.06% | |
| 28 | MSI | Motorola Solutions Inc | 股票-科技 | 0.57% | -0.09% | -2.62% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.57% | — | -8.88% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.09% | -9.84% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | — | -7.64% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 0.52% | -0.10% | -3.42% | |
| 33 | CSX | Csx CORP | 股票-工業 | 0.49% | +0.03% | -4.39% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | +0.04% | -2.58% | |
| 35 | AON | Aon plc | 股票-金融 | 0.48% | -0.09% | +15.34% | |
| 36 | APH | Amphenol Corp-cl A | 股票-科技 | 0.48% | +0.14% | +156.10% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.46% | -0.11% | -1.60% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.46% | -0.11% | -0.87% | |
| 39 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.45% | -0.01% | +59.48% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.06% | +8.78% | |
| 41 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.42% | -0.04% | +1.50% | |
| 42 | SRE | Sempra | 股票-公用事業 | 0.42% | -0.01% | -7.64% | |
| 43 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.41% | — | +2.89% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.40% | -0.08% | -5.29% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.39% | -0.07% | +0.91% | |
| 46 | CDW | Cdw Corp/de | 股票-科技 | 0.39% | — | +3.21% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.39% | +0.04% | +28.68% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.39% | -0.06% | +0.29% | |
| 49 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.38% | -0.04% | +11.98% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.37% | -0.17% | -5.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +889.46% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | +5.28% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.3% | +0.96% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -0.03% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.25% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +2.35% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.2% | +4.11% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +12.17% | 加碼 |
| 9 | FCX | Freeport-mcmoran Inc | +0.2% | +59.48% | 加碼 |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +156.10% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +31.73% | 加碼 |
| 12 | ARM | Arm Holdings Plc-adr | +0.2% | +373.86% | 加碼 |
| 13 | GE | General Electric | +0.2% | +509.92% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.1% | +28.68% | 加碼 |
| 15 | ADI | Analog Devices Inc | +0.1% | +10.31% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.1% | +69.61% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.1% | +127.56% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +1.64% | 加碼 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +58.21% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +10.87% | 加碼 |
| 21 | WAY | Waystar Holding CORP | +0.1% | NEW | 新建倉 |
| 22 | NKE | Nike Inc -cl B | +0.1% | +108.57% | 加碼 |
| 23 | DELL | Dell Technologies -c | +0.1% | +252.72% | 加碼 |
| 24 | NBSD | Neuberger Short Duration Inc | +0.1% | NEW | 新建倉 |
| 25 | ASML | ASML Holding N.V. | +0.1% | +4.67% | 加碼 |
| 26 | COO | Cooper Cos Inc/the | +0.1% | +106.45% | 加碼 |
| 27 | CLS | Celestica Inc | +0.1% | NEW | 新建倉 |
| 28 | KEYS | Keysight Technologies In | -0.1% | -62.78% | 減碼 |
| 29 | CCL1EUR | Carnival CORP LTD | -0.1% | -81.13% | 減碼 |
| 30 | PLD | Prologis Inc | -0.1% | -18.01% | 減碼 |
| 31 | MODNEUR | Model N Inc | -0.1% | EXIT | 清倉 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -7.64% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.97% | 減碼 |
| 34 | AMD | Advanced Micro Devices | -0.1% | -11.52% | 減碼 |
| 35 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -38.87% | 減碼 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -31.83% | 減碼 |
| 37 | RMBS | Rambus Inc | -0.1% | -46.37% | 減碼 |
| 38 | CSX | Csx CORP | -0.1% | -4.39% | 減碼 |
| 39 | POOL | Pool CORP | -0.1% | -21.27% | 減碼 |
| 40 | EXP | Eagle Materials Inc | -0.1% | -7.96% | 減碼 |
| 41 | IQV | Iqvia Holdings Inc | -0.1% | -64.00% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -10.00% | 減碼 |
| 43 | MDLZ | Mondelez International Inc-a | -0.1% | -21.00% | 減碼 |
| 44 | ACN | Accenture plc | -0.1% | -39.91% | 減碼 |
| 45 | LSCC | Lattice Semiconductor CORP | -0.1% | -10.58% | 減碼 |
| 46 | ZTS | Zoetis Inc | -0.1% | -31.21% | 減碼 |
| 47 | PGR | Progressive CORP | -0.1% | -19.06% | 減碼 |
| 48 | CVS | Cvs Health CORP | -0.2% | -86.36% | 減碼 |
| 49 | PXDEUR | Pioneer Natural Resources Co | -0.2% | EXIT | 清倉 |
| 50 | ADBE | Adobe Inc | -0.2% | -62.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Neuberger Berman Group LLC 在 Q2 2024 季度的美股持倉總市值約為 US$1503.5億，共申報了 1896 個公開持股部位。
在 Q2 2024 季度，Neuberger Berman Group LLC 按市值排列的前三大核心持股分別為：MSFT (4.4%)、AAPL (3.0%)、NVDA (2.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.4% 的權重。
在 Q2 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 22 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 WAY。 本季清倉部位包含 PXDEUR。
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。