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: 0001454027
申報總市值
US$196.9億
US$196.9億
2547 檔
26.2%
截至 Q4 2024 季度末，Verition Fund Management LLC 的美股持倉估值約為 US$196.9億，全數申報部位共有 2547 檔。
觀察 Q4 2024 的申報異動，Verition Fund Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 135 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 IVV, NVDA, MSFT）占據了總市值的 26.2%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2547 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.34% | +5.53% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.87% | +0.01% | -2.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | +0.11% | +50.84% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.56% | -1.15% | -35.96% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | +0.04% | +16.83% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.44% | +0.25% | +43.48% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.36% | +0.02% | +715.65% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 1.06% | -0.48% | +94.97% | |
| 9 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.57% | -0.01% | +0.49% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | +0.03% | +199.45% | |
| 11 | BPOP | Popular Inc | 股票-金融 | 0.52% | -0.12% | +119.95% | |
| 12 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.48% | -0.02% | -22.73% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | +0.34% | +795.70% | |
| 14 | ETR | Entergy CORP | 股票-公用事業 | 0.45% | +0.08% | +351.86% | |
| 15 | ONB | Old National Bancorp | 股票-金融 | 0.44% | -0.40% | +22.33% | |
| 16 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | — | +58.27% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | -0.10% | +129.38% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 0.41% | -0.01% | +19.80% | |
| 19 | PPL | Ppl CORP | 股票-公用事業 | 0.41% | -0.01% | +25.07% | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.39% | — | +127.81% | |
| 21 | AON | Aon plc | 股票-金融 | 0.39% | +0.17% | +40.03% | |
| 22 | WBS | Webster Financial CORP | 股票-金融 | 0.39% | +0.03% | +162.18% | |
| 23 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.37% | -0.24% | +51.94% | |
| 24 | AEE | Ameren Corporation | 股票-公用事業 | 0.37% | -0.06% | +64.44% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.37% | +0.47% | +185.44% | |
| 26 | ALL | Allstate CORP | 股票-金融 | 0.36% | +0.02% | +141.96% | |
| 27 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.36% | — | +233.98% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.35% | -0.13% | EXIT | |
| 29 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.34% | +0.16% | +712.78% | |
| 30 | ASB | Associated Banc-corp | 股票-金融 | 0.34% | -0.07% | +17.31% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | +0.33% | -34.72% | |
| 32 | NOC | Northrop Grumman CORP | 股票-工業 | 0.32% | -0.04% | +50.20% | |
| 33 | WSBC | Wesbanco Inc | 股票-其他 | 0.30% | -0.10% | +455.12% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.29% | -0.18% | +186.28% | |
| 35 | NI | Nisource Inc | 股票-公用事業 | 0.28% | — | -22.15% | |
| 36 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.28% | -0.09% | +87.41% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.27% | -0.10% | +103.39% | |
| 38 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.27% | +0.02% | +31.48% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | -0.06% | +167.63% | |
| 40 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 0.27% | — | +2.50% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.26% | -0.38% | EXIT | |
| 42 | DTM | Dt Midstream Inc | 股票-能源 | 0.26% | +0.07% | +160.82% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.26% | -0.02% | EXIT | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.26% | -0.02% | +28.04% | |
| 45 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.25% | +0.06% | +133.75% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.25% | -0.01% | +150.22% | |
| 47 | BIIB | Biogen Inc | 股票-醫療保健 | 0.24% | +0.03% | NEW | |
| 48 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.24% | — | -2.26% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.24% | +0.74% | +644.82% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.24% | +0.04% | +38.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.3% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +2% | +715.65% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +43.48% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | +50.84% | 加碼 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +795.70% | 加碼 |
| 6 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | 新建倉 |
| 7 | PG | Procter & Gamble Co/the | +0.3% | +199.45% | 加碼 |
| 8 | XEL | Xcel Energy Inc | +0.3% | +712.78% | 加碼 |
| 9 | WSBC | Wesbanco Inc | +0.2% | +455.12% | 加碼 |
| 10 | ETR | Entergy CORP | +0.2% | +351.86% | 加碼 |
| 11 | WBS | Webster Financial CORP | +0.2% | +162.18% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +185.44% | 加碼 |
| 13 | HIG | Hartford Insurance Group Inc | +0.2% | +233.98% | 加碼 |
| 14 | BPOP | Popular Inc | +0.2% | +119.95% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +16.83% | 加碼 |
| 16 | EXC | Exelon CORP | +0.2% | +989.76% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.2% | +644.82% | 加碼 |
| 18 | KRE | Ss Spdr S&p Regional Bank | +0.2% | +827.30% | 加碼 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +494.28% | 加碼 |
| 20 | NOW | Servicenow Inc | +0.2% | +186.28% | 加碼 |
| 21 | ALL | Allstate CORP | +0.2% | +141.96% | 加碼 |
| 22 | BIIB | Biogen Inc | +0.2% | +491.29% | 加碼 |
| 23 | MRSH | Marsh & Mclennan Cos | +0.2% | +127.81% | 加碼 |
| 24 | DTM | Dt Midstream Inc | +0.2% | +160.82% | 加碼 |
| 25 | KO | Coca-cola Co/the | +0.2% | +129.38% | 加碼 |
| 26 | CNP | Centerpoint Energy Inc | +0.2% | +265.59% | 加碼 |
| 27 | CRM | Salesforce Inc | +0.2% | +245.10% | 加碼 |
| 28 | XLF | Ss Financial Select Sector | +0.2% | +970.15% | 加碼 |
| 29 | USB | US Bancorp | +0.2% | +718.79% | 加碼 |
| 30 | HON | Honeywell International Inc | +0.1% | +155.03% | 加碼 |
| 31 | MRVL | Marvell Technology Inc | +0.1% | +159.23% | 加碼 |
| 32 | EEM | Ishares Msci Emerging Market | +0.1% | +374.04% | 加碼 |
| 33 | BILI | Bilibili Inc-sponsored Adr | +0.1% | +2255.56% | 加碼 |
| 34 | NFLX | Netflix Inc | +0.1% | +103.39% | 加碼 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +167.63% | 加碼 |
| 36 | AMD | Advanced Micro Devices | +0.1% | +94.97% | 加碼 |
| 37 | TJX | Tjx Companies Inc | +0.1% | +133.75% | 加碼 |
| 38 | COP | Conocophillips | +0.1% | +150.22% | 加碼 |
| 39 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.1% | +1100.24% | 加碼 |
| 40 | DKS | Dick's Sporting Goods Inc | +0.1% | +87.41% | 加碼 |
| 41 | SMARGBP | Smartsheet Inc-class A | +0.1% | +176.82% | 加碼 |
| 42 | PNC | Pnc Financial Services Group | +0.1% | +990.74% | 加碼 |
| 43 | HUBS | Hubspot Inc | +0.1% | +223.66% | 加碼 |
| 44 | SLV | Ishares Silver Trust | +0.1% | +514.11% | 加碼 |
| 45 | VVV | Valvoline Inc | +0.1% | NEW | 新建倉 |
| 46 | KMX | Carmax Inc | +0.1% | +644.36% | 加碼 |
| 47 | SOUN | Soundhound Ai Inc-a | +0.1% | +911.39% | 加碼 |
| 48 | KMI | Kinder Morgan, Inc. | +0.1% | +96.53% | 加碼 |
| 49 | ORCL | Oracle CORP | +0.1% | +418.34% | 加碼 |
| 50 | KO | The Coca-Cola Company | +0.1% | +2012.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Verition Fund Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$196.9億，共申報了 2547 個公開持股部位。
在 Q4 2024 季度，Verition Fund Management LLC 按市值排列的前三大核心持股分別為：IVV (6.3%)、NVDA (5.9%)、MSFT (3.1%)。其中最大持股部位 IVV 佔據整體投資組合約 6.3% 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
IVV
市值: US$16.0億
本季最大獲利了結 / 清倉標的
Powerschool Holdings Inc
前期市值: US$3.8億
在 Q4 2024 季度中，Verition Fund Management LLC 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 125 個部位、減碼 46 個部位以及清倉 19 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 Powerschool Holdings Inc。
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。