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
2631 檔
21.1%
在 Q1 2025 申報期間，Verition Fund Management LLC（CIK: 0001454027）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$196.9億，共持有 2631 個公開申報部位。
Verition Fund Management LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 60 檔股票的新建倉與 97 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 NVDA, IVV, AMZN）累計市值佔比達 21.1%，是驅動 Verition Fund Management LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 2631 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 | 6.12% | +0.01% | +9.68% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.44% | +5.53% | -23.58% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.48% | +0.04% | +74.99% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | +0.11% | -26.46% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | -1.15% | -69.21% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.33% | +105.34% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.70% | -2.89% | +298.69% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | +0.34% | -8.10% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.49% | +0.92% | +5243.86% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | -0.48% | -53.43% | |
| 11 | BPOP | Popular Inc | 股票-金融 | 0.46% | -0.12% | -22.96% | |
| 12 | AON | Aon plc | 股票-金融 | 0.45% | +0.17% | -10.65% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.45% | — | -18.52% | |
| 14 | ALL | Allstate CORP | 股票-金融 | 0.44% | +0.02% | -3.54% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.42% | +5.61% | +90.65% | |
| 16 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.40% | — | -16.94% | |
| 17 | ETR | Entergy CORP | 股票-公用事業 | 0.39% | +0.08% | -35.34% | |
| 18 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.36% | -0.24% | -14.30% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.36% | -0.73% | — | |
| 20 | AEE | Ameren Corporation | 股票-公用事業 | 0.33% | -0.06% | -32.38% | |
| 21 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.32% | -0.11% | +1071.25% | |
| 22 | DTE | Dte Energy Company | 股票-公用事業 | 0.31% | -0.06% | +58.87% | |
| 23 | SIGI | Selective Insurance Group | 股票-金融 | 0.29% | +0.02% | +351.34% | |
| 24 | CVE | Cenovus Energy Inc | 股票-能源 | 0.29% | -0.07% | EXIT | |
| 25 | USO | United States Oil Fund LP | ETF-其他 | 0.29% | -0.02% | EXIT | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 0.28% | +0.03% | +746.00% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | -0.06% | -21.53% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | +0.14% | +7.14% | |
| 29 | RGLD | Royal Gold Inc | 股票-原物料 | 0.27% | -0.07% | +11469.29% | |
| 30 | WBS | Webster Financial CORP | 股票-金融 | 0.27% | +0.03% | -36.73% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | +0.47% | -25.69% | |
| 32 | EVRG | Evergy Inc | 股票-公用事業 | 0.26% | — | +114.14% | |
| 33 | BIIB | Biogen Inc | 股票-醫療保健 | 0.25% | +0.03% | NEW | |
| 34 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.25% | -0.27% | EXIT | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | -0.01% | +115.06% | |
| 36 | BEN | Franklin Resources Inc | 股票-金融 | 0.25% | +0.04% | +1084.84% | |
| 37 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 0.25% | -0.06% | +173.33% | |
| 38 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.24% | -0.06% | EXIT | |
| 39 | URBN | Urban Outfitters Inc | 股票-循環性消費 | 0.24% | -0.02% | +274.45% | |
| 40 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.24% | — | — | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.24% | -0.12% | +2.56% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | -0.21% | — | |
| 43 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.24% | -0.28% | +21.25% | |
| 44 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.23% | +0.03% | +135.93% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.23% | +0.04% | -11.57% | |
| 46 | WSBC | Wesbanco Inc | 股票-其他 | 0.23% | -0.10% | -30.38% | |
| 47 | ASB | Associated Banc-corp | 股票-金融 | 0.23% | -0.07% | -38.68% | |
| 48 | LRCX | Lam Research CORP | 股票-科技 | 0.23% | +0.09% | +135.92% | |
| 49 | BLK | Blackrock Inc | 股票-金融 | 0.23% | — | +141.86% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.22% | -0.01% | +30.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.4% | +9.68% | 加碼 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.5% | +105.34% | 加碼 |
| 3 | AMD | Advanced Micro Devices | +0.5% | -53.43% | 加碼 |
| 4 | TRV | Travelers Cos Inc/the | +0.4% | -18.52% | 加碼 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | -8.10% | 加碼 |
| 6 | ALL | Allstate CORP | +0.4% | -3.54% | 加碼 |
| 7 | AON | Aon plc | +0.4% | -10.65% | 加碼 |
| 8 | BPOP | Popular Inc | +0.4% | -22.96% | 加碼 |
| 9 | HIG | Hartford Insurance Group Inc | +0.4% | -16.94% | 加碼 |
| 10 | ETR | Entergy CORP | +0.4% | -35.34% | 加碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +90.65% | 加碼 |
| 12 | RNR | RenaissanceRe Holdings Ltd. | +0.4% | -14.30% | 加碼 |
| 13 | AEE | Ameren Corporation | +0.3% | -32.38% | 加碼 |
| 14 | ED | Consolidated Edison Inc | +0.3% | +1071.25% | 加碼 |
| 15 | BIIB | Biogen Inc | +0.3% | -1.01% | 加碼 |
| 16 | BEN | Franklin Resources Inc | +0.3% | +1084.84% | 加碼 |
| 17 | EWY | Ishares Msci South Korea ETF | +0.2% | — | 加碼 |
| 18 | CPRI | Capri Holdings Limited | +0.2% | +173.33% | 加碼 |
| 19 | URBN | Urban Outfitters Inc | +0.2% | +274.45% | 加碼 |
| 20 | SLV | Ishares Silver Trust | +0.2% | +21.25% | 加碼 |
| 21 | HD | Home Depot Inc | +0.2% | -11.57% | 加碼 |
| 22 | ASB | Associated Banc-corp | +0.2% | -38.68% | 加碼 |
| 23 | USB | US Bancorp | +0.2% | +30.20% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.2% | +115.06% | 加碼 |
| 25 | EVRG | Evergy Inc | +0.2% | +114.14% | 加碼 |
| 26 | PPL | Ppl CORP | +0.2% | -59.04% | 加碼 |
| 27 | MELI | Mercadolibre Inc | +0.2% | -17.82% | 加碼 |
| 28 | LDOS | Leidos Holdings Inc | +0.2% | +135.93% | 加碼 |
| 29 | KO | Coca-cola Co/the | +0.2% | -62.12% | 加碼 |
| 30 | PFG | Principal Financial Group | +0.2% | +6.72% | 加碼 |
| 31 | SNOW | Snowflake Inc | +0.2% | +89.01% | 加碼 |
| 32 | INDB | Independent Bank Corp/ma | +0.2% | +31.58% | 加碼 |
| 33 | PB | Prosperity Bancshares Inc | +0.2% | -22.57% | 加碼 |
| 34 | MDB | Mongodb Inc | +0.2% | +26.93% | 加碼 |
| 35 | CAH | Cardinal Health Inc | +0.2% | +308.50% | 加碼 |
| 36 | UNP | Union Pacific CORP | +0.2% | -13.66% | 加碼 |
| 37 | ADBE | Adobe Inc | +0.2% | +23.72% | 加碼 |
| 38 | BSX | Boston Scientific CORP | +0.2% | +112.14% | 加碼 |
| 39 | WDAY | Workday Inc-class A | +0.2% | +344.35% | 加碼 |
| 40 | SPOT | Spotify Technology S.A. | +0.2% | -45.09% | 加碼 |
| 41 | ADP | Automatic Data Processing | +0.2% | -8.93% | 加碼 |
| 42 | KEL | Kellanova | +0.2% | -18.36% | 加碼 |
| 43 | FHN | First Horizon CORP | +0.2% | -26.61% | 加碼 |
| 44 | SCHW | Schwab (charles) CORP | +0.2% | +68.62% | 加碼 |
| 45 | PTVEUSD | Pactiv Evergreen Inc | +0.2% | +642.37% | 加碼 |
| 46 | WMB | Williams Cos Inc | +0.2% | +1.84% | 加碼 |
| 47 | RL | Ralph Lauren CORP | +0.2% | +250.80% | 加碼 |
| 48 | ITCIEUR | Intra-cellular Therapies Inc | +0.2% | +567.79% | 加碼 |
| 49 | CACI | Caci International Inc -cl A | +0.2% | -5.53% | 加碼 |
| 50 | BP | Bp Plc-spons Adr | +0.2% | -20.99% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Verition Fund Management LLC 在 Q1 2025 季度的美股持倉總市值約為 US$196.9億，共申報了 2631 個公開持股部位。
在 Q1 2025 季度，Verition Fund Management LLC 按市值排列的前三大核心持股分別為：NVDA (6.1%)、IVV (5.4%)、AMZN (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.1% 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$11.7億
本季最大獲利了結 / 清倉標的
KSUEUR
前期市值: US$2.5億
在 Q1 2025 季度中，Verition Fund Management LLC 共進行了 200 項持倉異動，包含新建倉 60 個部位、加碼 97 個部位、減碼 14 個部位以及清倉 29 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 KSUEUR。
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。