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
1921 檔
11.7%
根據最新整理的 13F 季度數據集，Neuberger Berman Group LLC 於 Q3 2024 結束時的管理資產規模為 US$1503.5億。該機構在本季度申報了 1921 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Neuberger Berman Group LLC 的板塊替換策略：機構本季推動了 100 筆增持與 99 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 11.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1921 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 | 4.01% | -0.58% | +0.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.14% | +0.28% | -0.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.20% | -0.14% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.41% | +0.30% | +1.72% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | -0.02% | -2.78% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.23% | +0.19% | +0.39% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | +0.29% | -1.30% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | +0.03% | +1.13% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.02% | -0.20% | -3.13% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.99% | +0.15% | -0.76% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | -0.09% | +17.23% | |
| 12 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | -0.34% | -2.93% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.14% | -2.94% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 0.76% | -0.16% | -7.06% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | +0.02% | +4.79% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.70% | +0.20% | +15.93% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 0.69% | -0.16% | +3.93% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | -0.13% | -2.14% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.24% | -1.08% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.02% | -7.47% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | +0.27% | +5.34% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.02% | -23.38% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.11% | -13.27% | |
| 24 | ADI | Analog Devices Inc | 股票-科技 | 0.60% | +0.12% | -3.95% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 0.60% | +0.04% | +20.91% | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 0.60% | -0.09% | -4.66% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | -0.11% | -4.85% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | -0.11% | -2.84% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.59% | +0.14% | +47.09% | |
| 30 | AON | Aon plc | 股票-金融 | 0.55% | -0.09% | +2.58% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | -0.11% | +1.86% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.09% | -17.09% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.51% | -0.04% | -23.41% | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.46% | -0.08% | -0.20% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.46% | -0.10% | -1.20% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.45% | -0.11% | -3.72% | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | +0.14% | +2.53% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.45% | +0.01% | +38.79% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.43% | +0.04% | +988.68% | |
| 40 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.41% | -0.04% | +10.94% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.40% | +0.02% | +1.33% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | — | -15.51% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.38% | -0.06% | -12.09% | |
| 44 | CDW | Cdw Corp/de | 股票-科技 | 0.37% | — | -0.85% | |
| 45 | FISV | Fiserv Inc | 股票-其他 | 0.37% | -0.02% | -0.92% | |
| 46 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.37% | -0.07% | -1.36% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.37% | -0.08% | -7.83% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.36% | -0.06% | -0.97% | |
| 49 | FICO | Fair Isaac CORP | 股票-科技 | 0.36% | -0.01% | -10.17% | |
| 50 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.36% | — | +33.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.2% | +17.23% | 加碼 |
| 2 | UNH | Unitedhealth Group Inc | +0.2% | +47.09% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.2% | +112.24% | 加碼 |
| 4 | NBCR | Neuberger Core Equity ETF | +0.2% | NEW | 新建倉 |
| 5 | AAPL | Apple Inc | +0.2% | -0.30% | 減碼 |
| 6 | GE | General Electric | +0.1% | +58.04% | 加碼 |
| 7 | LMT | Lockheed Martin CORP | +0.1% | +215.41% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.1% | +38.79% | 加碼 |
| 9 | RTX | Rtx CORP | +0.1% | +57.89% | 加碼 |
| 10 | UNP | Union Pacific CORP | +0.1% | +20.91% | 加碼 |
| 11 | TRU | Transunion | +0.1% | +57.42% | 加碼 |
| 12 | MMM | 3m Co | +0.1% | +282.38% | 加碼 |
| 13 | KDP | Keurig Dr Pepper Inc | +0.1% | +33.96% | 加碼 |
| 14 | AMGN | Amgen Inc | +0.1% | +214.80% | 加碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.93% | 加碼 |
| 16 | ABT | Abbott Laboratories | +0.1% | +81.12% | 加碼 |
| 17 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1044.03% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.1% | -3.13% | 減碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.13% | 加碼 |
| 21 | GIS | General Mills Inc | +0.1% | +1408.61% | 加碼 |
| 22 | SPG | Simon Property Group Inc | +0.1% | +101.34% | 加碼 |
| 23 | MDT | Medtronic plc | +0.1% | +173.20% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +1144.77% | 加碼 |
| 25 | HUM | Humana Inc | +0.1% | +272.27% | 加碼 |
| 26 | TMUS | T-mobile US Inc | +0.1% | -2.93% | 減碼 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +4.79% | 加碼 |
| 28 | AON | Aon plc | +0.1% | +2.58% | 加碼 |
| 29 | MCD | Mcdonald's CORP | +0.1% | +1.86% | 加碼 |
| 30 | DHR | Danaher CORP | +0.1% | +3.93% | 加碼 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +1.89% | 加碼 |
| 32 | CNX | Cnx Resources CORP | +0.1% | +16.64% | 加碼 |
| 33 | BX | Blackstone Inc | +0.1% | -0.20% | 減碼 |
| 34 | ABBV | Abbvie Inc | +0.1% | +13.76% | 加碼 |
| 35 | BLKCHF | Blackrock Inc | +0.1% | +6.26% | 加碼 |
| 36 | VST | Vistra CORP | +0.1% | -2.91% | 減碼 |
| 37 | ANETEUR | Arista Networks Inc | +0.1% | +37.67% | 加碼 |
| 38 | LEN | Lennar Corp-a | +0.1% | +3.79% | 加碼 |
| 39 | COO | Cooper Cos Inc/the | +0.1% | +13.35% | 加碼 |
| 40 | TFC | Truist Financial CORP | +0.1% | +91.94% | 加碼 |
| 41 | PSA | Public Storage | +0.1% | +46.22% | 加碼 |
| 42 | STT | State Street CORP | +0.1% | +3088.85% | 加碼 |
| 43 | CSW | Csw Industrials Inc | +0.1% | -2.14% | 減碼 |
| 44 | PNC | Pnc Financial Services Group | +0.1% | +1.33% | 加碼 |
| 45 | EXP | Eagle Materials Inc | +0.1% | -4.62% | 減碼 |
| 46 | FE | Firstenergy CORP | +0.1% | +6.25% | 加碼 |
| 47 | DHI | Dr Horton Inc | +0.1% | -1.44% | 減碼 |
| 48 | GDDY | Godaddy Inc - Class A | +0.1% | +28.26% | 加碼 |
| 49 | PM | Philip Morris International | +0.1% | +13.04% | 加碼 |
| 50 | BMY | Bristol-myers Squibb Co | +0.1% | +208.32% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Neuberger Berman Group LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1503.5億，共申報了 1921 個公開持股部位。
在 Q3 2024 季度，Neuberger Berman Group LLC 按市值排列的前三大核心持股分別為：MSFT (4.0%)、AAPL (3.1%)、NVDA (2.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.0% 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
NBCR
市值: US$2.3億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1.3億
在 Q3 2024 季度中，Neuberger Berman Group LLC 共進行了 199 項持倉異動，包含新建倉 4 個部位、加碼 96 個部位、減碼 96 個部位以及清倉 3 個部位。 其中最大新建倉標的為 NBCR。 本季清倉部位包含 TEL。
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。