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
13.9%
根據最新整理的 13F 季度數據集，Vaughan Nelson Investment Management, L.p. 於 Q4 2024 結束時的管理資產規模為 US$113.1億。該機構在本季度申報了 205 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Vaughan Nelson Investment Management, L.p. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 19 個部位並完全清倉 11 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AMZN）占據了總市值的 13.9%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
TSM
市值: US$2.1億
本季最大獲利了結 / 清倉標的
KNSL
前期市值: US$1.1億
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 | NVDA | Nvidia CORP | 股票-科技 | 3.46% | -0.09% | -4.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.01% | -4.33% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.22% | -0.04% | -4.52% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.46% | +0.12% | -14.41% | |
| 5 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.15% | — | -4.48% | |
| 6 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 2.13% | +0.24% | -13.34% | |
| 7 | ICE | Intercontinental Exchange In | 股票-金融 | 2.01% | -0.79% | EXIT | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.96% | +0.31% | — | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 1.93% | — | -4.45% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.06% | -26.73% | |
| 11 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.78% | — | -4.46% | |
| 12 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.77% | — | -13.14% | |
| 13 | SAIA | Saia Inc | 股票-工業 | 1.76% | +0.11% | NEW | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.12% | +11033.27% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.54% | — | -4.48% | |
| 16 | CWK | Cushman & Wakefield Limited | 股票-其他 | 1.52% | — | +9.62% | |
| 17 | WAL | Western Alliance Bancorp | 股票-金融 | 1.46% | — | +4.51% | |
| 18 | CTVA | Corteva Inc | 股票-原物料 | 1.45% | — | -5.84% | |
| 19 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.43% | — | +2.22% | |
| 20 | CMA | Comerica Inc | 股票-其他 | 1.43% | — | +3.01% | |
| 21 | INTU | Intuit Inc | 股票-科技 | 1.40% | — | -13.36% | |
| 22 | ETN | Eaton Corporation plc | 股票-工業 | 1.37% | +0.14% | +7.21% | |
| 23 | ZION | Zions Bancorp NA | 股票-金融 | 1.36% | +0.01% | +0.52% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 1.26% | — | -4.49% | |
| 25 | AGNC | Agnc Investment CORP | 股票-房地產 | 1.23% | +0.58% | NEW | |
| 26 | ESI | Element Solutions Inc | 股票-原物料 | 1.23% | -0.49% | +4.19% | |
| 27 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.02% | +0.35% | -4.35% | |
| 28 | MRVL | Marvell Technology Inc | 股票-科技 | 1.01% | +0.45% | +26.39% | |
| 29 | EXE | Expand Energy CORP | 股票-能源 | 1.00% | — | — | |
| 30 | CLS | Celestica Inc | 股票-科技 | 0.97% | — | -5.79% | |
| 31 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 0.93% | — | +2.30% | |
| 32 | ON | On Semiconductor | 股票-科技 | 0.91% | — | -55.02% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.90% | — | -4.47% | |
| 34 | FAF | First American Financial | 股票-金融 | 0.89% | +0.41% | NEW | |
| 35 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.86% | — | -20.06% | |
| 36 | BLD | Topbuild CORP | 股票-工業 | 0.85% | — | +4.19% | |
| 37 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.77% | — | +50.89% | |
| 38 | AAON | Aaon Inc | 股票-工業 | 0.77% | — | -42.91% | |
| 39 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.74% | +0.20% | +23.56% | |
| 40 | SIGI | Selective Insurance Group | 股票-金融 | 0.72% | +0.45% | +15.37% | |
| 41 | CADE | Cadence Bank | 股票-其他 | 0.72% | — | +7.26% | |
| 42 | HQY | Healthequity Inc | 股票-醫療保健 | 0.68% | — | -10.07% | |
| 43 | IBP | Installed Building Products | 股票-循環性消費 | 0.67% | -0.36% | EXIT | |
| 44 | KOS | Kosmos Energy LTD | 股票-其他 | 0.65% | -0.04% | -27.79% | |
| 45 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.64% | -0.23% | EXIT | |
| 46 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.64% | -0.20% | +3.66% | |
| 47 | CIEN | Ciena CORP | 股票-科技 | 0.63% | +0.12% | +21.85% | |
| 48 | FN | Fabrinet | 股票-科技 | 0.63% | +0.15% | +34.87% | |
| 49 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.62% | -0.09% | +6.42% | |
| 50 | RUSHA | Rush Enterprises Inc-cl A | 股票-循環性消費 | 0.62% | -0.06% | +3.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +1.7% | +11033.27% | 加碼 |
| 3 | EXE | Expand Energy CORP | +1% | NEW | 新建倉 |
| 4 | JBTM | Jbt Marel CORP | +0.6% | NEW | 新建倉 |
| 5 | MRVL | Marvell Technology Inc | +0.5% | +26.39% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.5% | -4.52% | 減碼 |
| 7 | CPRI | Capri Holdings Limited | +0.5% | NEW | 新建倉 |
| 8 | GXO | Gxo Logistics Inc | +0.4% | NEW | 新建倉 |
| 9 | CLS | Celestica Inc | +0.4% | -5.79% | 減碼 |
| 10 | EMBJ | Embraer Sa-spon Adr | +0.4% | NEW | 新建倉 |
| 11 | DPZ | Domino's Pizza Inc | +0.4% | NEW | 新建倉 |
| 12 | HII | Huntington Ingalls Industrie | +0.3% | NEW | 新建倉 |
| 13 | XPO | Xpo Inc | +0.3% | +140.84% | 加碼 |
| 14 | BRKR | Bruker CORP | +0.3% | +140.30% | 加碼 |
| 15 | MAN | Manpowergroup Inc | +0.3% | NEW | 新建倉 |
| 16 | HLIO | Helios Technologies Inc | +0.3% | +5804.38% | 加碼 |
| 17 | HEESEUR | H&e Equipment Services Inc | +0.3% | NEW | 新建倉 |
| 18 | CIEN | Ciena CORP | +0.3% | +21.85% | 加碼 |
| 19 | LECO | Lincoln Electric Holdings | +0.3% | +121.70% | 加碼 |
| 20 | FTI | TechnipFMC plc | +0.3% | +50.30% | 加碼 |
| 21 | CMCO | Columbus Mckinnon Corp/ny | +0.3% | NEW | 新建倉 |
| 22 | ICE | Intercontinental Exchange In | -0.2% | -4.47% | 減碼 |
| 23 | TMDX | Transmedics Group Inc | -0.3% | +9.91% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | -0.3% | -26.73% | 減碼 |
| 25 | DHR | Danaher CORP | -0.3% | -4.49% | 減碼 |
| 26 | SKY | Champion Homes Inc | -0.3% | -43.63% | 減碼 |
| 27 | SHW | Sherwin-williams Co/the | -0.3% | -20.06% | 減碼 |
| 28 | EXR | Extra Space Storage Inc | -0.3% | -57.28% | 減碼 |
| 29 | KFRC | Kforce Inc | -0.3% | EXIT | 清倉 |
| 30 | JELD | Jeld-wen Holding Inc | -0.3% | EXIT | 清倉 |
| 31 | NVT | nVent Electric plc | -0.3% | -71.84% | 減碼 |
| 32 | SIG | Signet Jewelers Limited | -0.3% | EXIT | 清倉 |
| 33 | KEX | Kirby CORP | -0.3% | -48.86% | 減碼 |
| 34 | EVR | Evercore Inc - A | -0.4% | EXIT | 清倉 |
| 35 | KOS | Kosmos Energy LTD | -0.4% | -27.79% | 減碼 |
| 36 | COR | Cencora Inc | -0.4% | EXIT | 清倉 |
| 37 | CC | Chemours Co/the | -0.4% | EXIT | 清倉 |
| 38 | AAON | Aaon Inc | -0.4% | -42.91% | 減碼 |
| 39 | AMN | Amn Healthcare Services Inc | -0.4% | EXIT | 清倉 |
| 40 | ONTO | Onto Innovation Inc | -0.5% | EXIT | 清倉 |
| 41 | JBI | Janus International Group In | -0.5% | EXIT | 清倉 |
| 42 | ZTS | Zoetis Inc | -0.6% | -13.14% | 減碼 |
| 43 | AR | Antero Resources CORP | -0.6% | -61.34% | 減碼 |
| 44 | AXTA | Axalta Coating Systems Ltd. | -0.6% | -97.21% | 減碼 |
| 45 | LRN | Stride Inc | -0.7% | EXIT | 清倉 |
| 46 | IWN | Ishares Russell 2000 Value E | -0.9% | -91.96% | 減碼 |
| 47 | KNSL | Kinsale Capital Group Inc | -1% | EXIT | 清倉 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -69.68% | 減碼 |
| 49 | ON | On Semiconductor | -1.3% | -55.02% | 減碼 |
| 50 | MPWR | Monolithic Power Systems Inc | -1.5% | -13.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vaughan Nelson Investment Management, L.p. 在 Q4 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 Q4 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：NVDA (3.5%)、MSFT (3.3%)、AMZN (3.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.5% 的權重。
在 Q4 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 9 個部位、減碼 19 個部位以及清倉 11 個部位。 其中最大新建倉標的為 TSM。 本季清倉部位包含 KNSL。
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。