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: 0001021642
申報總市值
US$113.1億
US$113.1億
205 檔
15.2%
在 Q3 2024 申報期間，Vaughan Nelson Investment Management, L.p.（CIK: 0001021642）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$113.1億，共持有 205 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Vaughan Nelson Investment Management, L.p. 在獲利結算 11 檔個股的同時，將資本重新部署至 11 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Vaughan Nelson Investment Management, L.p. 的前 5 大核心持股（包含 MPWR, MSFT, NVDA 等）合計佔整體申報市值的 15.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 205 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 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 3.67% | +0.24% | -4.23% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.01% | -2.08% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.14% | -0.09% | -1.75% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.74% | -0.04% | -2.17% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.41% | +0.12% | -9.75% | |
| 6 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.34% | — | -1.72% | |
| 7 | ON | On Semiconductor | 股票-科技 | 2.22% | — | +0.28% | |
| 8 | ICE | Intercontinental Exchange In | 股票-金融 | 2.18% | -0.79% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.06% | -16.98% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.86% | — | +4.44% | |
| 11 | SAIA | Saia Inc | 股票-工業 | 1.65% | +0.11% | NEW | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.63% | — | +28.18% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.53% | — | -1.73% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.53% | — | -1.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | -0.11% | -23.60% | |
| 16 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.52% | — | -6.95% | |
| 17 | CTVA | Corteva Inc | 股票-原物料 | 1.52% | — | -28.97% | |
| 18 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.50% | — | -24.18% | |
| 19 | WAL | Western Alliance Bancorp | 股票-金融 | 1.39% | — | +10.36% | |
| 20 | CWK | Cushman & Wakefield Limited | 股票-其他 | 1.38% | — | +83.29% | |
| 21 | AGNC | Agnc Investment CORP | 股票-房地產 | 1.35% | +0.58% | NEW | |
| 22 | CMA | Comerica Inc | 股票-其他 | 1.28% | — | +31.32% | |
| 23 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.24% | — | — | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.23% | +0.14% | — | |
| 25 | ESI | Element Solutions Inc | 股票-原物料 | 1.21% | -0.49% | -2.09% | |
| 26 | AAON | Aaon Inc | 股票-工業 | 1.18% | — | +12.54% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.16% | — | -33.21% | |
| 28 | ZION | Zions Bancorp NA | 股票-金融 | 1.13% | +0.01% | +25.07% | |
| 29 | AR | Antero Resources CORP | 股票-能源 | 1.12% | -0.12% | +10.37% | |
| 30 | BLD | Topbuild CORP | 股票-工業 | 1.02% | — | — | |
| 31 | KOS | Kosmos Energy LTD | 股票-其他 | 1.01% | -0.04% | +7.35% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.99% | -0.39% | +1457.35% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.96% | — | — | |
| 34 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.96% | — | -45.87% | |
| 35 | FAF | First American Financial | 股票-金融 | 0.88% | +0.41% | NEW | |
| 36 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.79% | +0.35% | -0.13% | |
| 37 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 0.74% | — | +18.74% | |
| 38 | IBP | Installed Building Products | 股票-循環性消費 | 0.72% | -0.36% | EXIT | |
| 39 | LRN | Stride Inc | 股票-非循環性消費 | 0.71% | — | +51.09% | |
| 40 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 0.68% | — | +2.84% | |
| 41 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.67% | +0.19% | NEW | |
| 42 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 0.64% | — | +11.48% | |
| 43 | NNN | Nnn Reit Inc | 股票-房地產 | 0.62% | — | +1.03% | |
| 44 | NSIT | Insight Enterprises Inc | 股票-科技 | 0.62% | +0.42% | NEW | |
| 45 | HQY | Healthequity Inc | 股票-醫療保健 | 0.61% | — | +36.73% | |
| 46 | SKY | Champion Homes Inc | 股票-循環性消費 | 0.61% | — | -14.47% | |
| 47 | STAG | Stag Industrial Inc | 股票-房地產 | 0.61% | -0.07% | EXIT | |
| 48 | KEX | Kirby CORP | 股票-工業 | 0.61% | — | -14.43% | |
| 49 | MTRN | Materion CORP | 股票-其他 | 0.60% | — | +11.96% | |
| 50 | SIGI | Selective Insurance Group | 股票-金融 | 0.60% | +0.45% | +16.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA Inc | +1.2% | NEW | 新建倉 |
| 2 | ETN | Eaton Corporation plc | +1.2% | NEW | 新建倉 |
| 3 | BLD | Topbuild CORP | +1% | NEW | 新建倉 |
| 4 | BDX | Becton Dickinson And Co | +1% | NEW | 新建倉 |
| 5 | AGNC | Agnc Investment CORP | +0.9% | +200.53% | 加碼 |
| 6 | IWN | Ishares Russell 2000 Value E | +0.9% | +1457.35% | 加碼 |
| 7 | CWK | Cushman & Wakefield Limited | +0.8% | +83.29% | 加碼 |
| 8 | CLS | Celestica Inc | +0.5% | NEW | 新建倉 |
| 9 | CFR | Cullen/frost Bankers Inc | +0.5% | NEW | 新建倉 |
| 10 | NOW | Servicenow Inc | +0.5% | +28.18% | 加碼 |
| 11 | FCFS | Firstcash Holdings Inc | +0.5% | NEW | 新建倉 |
| 12 | WAL | Western Alliance Bancorp | +0.4% | +10.36% | 加碼 |
| 13 | CMA | Comerica Inc | +0.4% | +31.32% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.4% | NEW | 新建倉 |
| 15 | VST | Vistra CORP | +0.4% | +194.84% | 加碼 |
| 16 | CIEN | Ciena CORP | +0.4% | NEW | 新建倉 |
| 17 | ICE | Intercontinental Exchange In | +0.4% | +4.86% | 加碼 |
| 18 | TOL | Toll Brothers Inc | +0.4% | NEW | 新建倉 |
| 19 | HRI | Herc Holdings Inc | +0.3% | NEW | 新建倉 |
| 20 | LRN | Stride Inc | +0.3% | +51.09% | 加碼 |
| 21 | AAON | Aaon Inc | +0.3% | +12.54% | 加碼 |
| 22 | ZION | Zions Bancorp NA | +0.3% | +25.07% | 加碼 |
| 23 | POR | Portland General Electric Co | +0.3% | +72.62% | 加碼 |
| 24 | DASH | Doordash Inc - A | +0.2% | -6.95% | 減碼 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -4.23% | 減碼 |
| 26 | MATV | Mativ Holdings Inc | -0.2% | EXIT | 清倉 |
| 27 | NSSC | Napco Security Technologies | -0.3% | EXIT | 清倉 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -23.60% | 減碼 |
| 29 | FELE | Franklin Electric Co Inc | -0.3% | EXIT | 清倉 |
| 30 | FSS | Federal Signal CORP | -0.3% | EXIT | 清倉 |
| 31 | EVR | Evercore Inc - A | -0.3% | -55.11% | 減碼 |
| 32 | IQV | Iqvia Holdings Inc | -0.3% | -71.76% | 減碼 |
| 33 | KOS | Kosmos Energy LTD | -0.3% | +7.35% | 加碼 |
| 34 | ORLY | O'reilly Automotive Inc | -0.4% | -24.18% | 減碼 |
| 35 | UCTT | Ultra Clean Holdings Inc | -0.4% | EXIT | 清倉 |
| 36 | ASO | Academy Sports & Outdoors In | -0.4% | EXIT | 清倉 |
| 37 | CSTM | Constellium SE | -0.4% | -64.07% | 減碼 |
| 38 | JPM | Jpmorgan Chase & Co | -0.4% | -16.98% | 減碼 |
| 39 | CHRD | Chord Energy CORP | -0.4% | EXIT | 清倉 |
| 40 | EFOR | Everforth Inc | -0.5% | EXIT | 清倉 |
| 41 | MGRC | Mcgrath Rentcorp | -0.5% | -97.74% | 減碼 |
| 42 | CNM | Core & Main Inc-class A | -0.5% | -98.30% | 減碼 |
| 43 | CTVA | Corteva Inc | -0.5% | -28.97% | 減碼 |
| 44 | KNSL | Kinsale Capital Group Inc | -0.6% | -45.87% | 減碼 |
| 45 | COKE | Coca-cola Consolidated Inc | -0.6% | -59.52% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.6% | -9.75% | 減碼 |
| 47 | UNP | Union Pacific CORP | -1% | EXIT | 清倉 |
| 48 | SAIA | Saia Inc | -1% | -30.76% | 減碼 |
| 49 | EL | Estee Lauder Companies-cl A | -1.1% | EXIT | 清倉 |
| 50 | DXCM | Dexcom Inc | -1.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Vaughan Nelson Investment Management, L.p. 在 Q3 2024 季度的美股持倉總市值約為 US$113.1億，共申報了 205 個公開持股部位。
在 Q3 2024 季度，Vaughan Nelson Investment Management, L.p. 按市值排列的前三大核心持股分別為：MPWR (3.7%)、MSFT (3.4%)、NVDA (3.1%)。其中最大持股部位 MPWR 佔據整體投資組合約 3.7% 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
FIX
市值: US$1.4億
本季最大獲利了結 / 清倉標的
DXCM
前期市值: US$1.8億
在 Q3 2024 季度中，Vaughan Nelson Investment Management, L.p. 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 13 個部位、減碼 15 個部位以及清倉 11 個部位。 其中最大新建倉標的為 FIX。 本季清倉部位包含 DXCM。
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。