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: 0001587281
申報總市值
US$2.6億
US$2.6億
454 檔
3.2%
根據最新整理的 13F 季度數據集，Virtus Advisers, LLC 於 Q3 2024 結束時的管理資產規模為 US$2.6億。該機構在本季度申報了 454 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Virtus Advisers, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 37 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 OCCI, HYG, APP）占據了總市值的 3.2%，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 454 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 | OCCI | Ofs Credit Company Inc | 股票-其他 | 0.97% | — | — | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.92% | — | — | |
| 3 | APP | Applovin Corp-class A | 股票-科技 | 0.70% | — | — | |
| 4 | TPVG | Triplepoint Venture Growth B | 股票-其他 | 0.65% | — | +25.48% | |
| 5 | CEG | Constellation Energy | 股票-公用事業 | 0.61% | — | — | |
| 6 | PSA | Public Storage | 股票-房地產 | 0.60% | — | +440.74% | |
| 7 | ECC | Eagle Point Credit Co | 股票-其他 | 0.59% | — | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | — | -17.76% | |
| 9 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.54% | — | +394.83% | |
| 10 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.54% | — | -11.13% | |
| 11 | AXON | Axon Enterprise Inc | 股票-工業 | 0.53% | — | — | |
| 12 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.51% | — | -15.72% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | -0.02% | +10.72% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 0.51% | — | — | |
| 15 | PSEC | Prospect Capital CORP | 股票-其他 | 0.51% | — | -2.06% | |
| 16 | CPNG | Coupang Inc | 股票-循環性消費 | 0.50% | — | — | |
| 17 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.50% | — | — | |
| 18 | IRM | Iron Mountain Inc | 股票-房地產 | 0.50% | — | — | |
| 19 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.50% | — | -17.69% | |
| 20 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.49% | — | -10.31% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 0.49% | — | — | |
| 22 | TT | Trane Technologies plc | 股票-工業 | 0.49% | — | -6.15% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 0.49% | — | +5.80% | |
| 24 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.49% | — | +11.76% | |
| 25 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.49% | — | +1.94% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.01% | NEW | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 0.48% | — | +14.41% | |
| 28 | HUBB | Hubbell Inc | 股票-工業 | 0.48% | — | — | |
| 29 | WELL | Welltower Inc | 股票-房地產 | 0.48% | — | — | |
| 30 | PWR | Quanta Services Inc | 股票-工業 | 0.48% | — | +2.34% | |
| 31 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.48% | — | +1.83% | |
| 32 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.48% | — | +11.75% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.48% | — | -8.39% | |
| 34 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.48% | — | +3.38% | |
| 35 | EOG | Eog Resources Inc | 股票-能源 | 0.48% | — | +8.95% | |
| 36 | ADSK | Autodesk Inc | 股票-科技 | 0.47% | — | -3.64% | |
| 37 | NVR | Nvr Inc | 股票-循環性消費 | 0.47% | — | -18.90% | |
| 38 | PH | Parker Hannifin CORP | 股票-工業 | 0.47% | -0.02% | +3.91% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | — | +735.34% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | — | +9.60% | |
| 41 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.47% | -0.01% | -23.02% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.46% | — | -8.13% | |
| 43 | HEI | Heico CORP | 股票-工業 | 0.46% | — | — | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | — | +8.37% | |
| 45 | CMI | Cummins Inc | 股票-工業 | 0.46% | -0.02% | — | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.46% | — | -10.96% | |
| 47 | ✓ | Xai Octagn Flt Rat & Alt Inm | 股票-其他 | 0.46% | — | -15.97% | |
| 48 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.46% | — | — | |
| 49 | AXP | American Express Co | 股票-金融 | 0.46% | — | +1.15% | |
| 50 | KKR | Kkr & Co Inc | 股票-金融 | 0.46% | — | -14.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OCCI | Ofs Credit Company Inc | +1% | NEW | 新建倉 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.9% | NEW | 新建倉 |
| 3 | APP | Applovin Corp-class A | +0.7% | NEW | 新建倉 |
| 4 | CEG | Constellation Energy | +0.6% | NEW | 新建倉 |
| 5 | ECC | Eagle Point Credit Co | +0.6% | NEW | 新建倉 |
| 6 | AXON | Axon Enterprise Inc | +0.5% | NEW | 新建倉 |
| 7 | PSA | Public Storage | +0.5% | +440.74% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.5% | NEW | 新建倉 |
| 9 | CPNG | Coupang Inc | +0.5% | NEW | 新建倉 |
| 10 | HWM | Howmet Aerospace Inc | +0.5% | NEW | 新建倉 |
| 11 | IRM | Iron Mountain Inc | +0.5% | NEW | 新建倉 |
| 12 | AFL | Aflac Inc | +0.5% | NEW | 新建倉 |
| 13 | HUBB | Hubbell Inc | +0.5% | NEW | 新建倉 |
| 14 | WELL | Welltower Inc | +0.5% | NEW | 新建倉 |
| 15 | HEI | Heico CORP | +0.5% | NEW | 新建倉 |
| 16 | CMI | Cummins Inc | +0.5% | NEW | 新建倉 |
| 17 | PHM | Pultegroup Inc | +0.5% | NEW | 新建倉 |
| 18 | LLY | Eli Lilly & Co | +0.5% | NEW | 新建倉 |
| 19 | FSLR | First Solar Inc | +0.5% | NEW | 新建倉 |
| 20 | SYK | Stryker CORP | +0.5% | NEW | 新建倉 |
| 21 | EXR | Extra Space Storage Inc | +0.4% | +394.83% | 加碼 |
| 22 | DECK | Deckers Outdoor CORP | +0.4% | NEW | 新建倉 |
| 23 | AAPL | Apple Inc | +0.4% | NEW | 新建倉 |
| 24 | PTC | Ptc Inc | +0.4% | NEW | 新建倉 |
| 25 | PG | Procter & Gamble Co/the | +0.4% | NEW | 新建倉 |
| 26 | MRSH | Marsh & Mclennan Cos | +0.4% | NEW | 新建倉 |
| 27 | AMZN | Amazon.com Inc | +0.4% | NEW | 新建倉 |
| 28 | ADI | Analog Devices Inc | +0.4% | NEW | 新建倉 |
| 29 | FITB | Fifth Third Bancorp | +0.4% | NEW | 新建倉 |
| 30 | NTRS | Northern Trust CORP | +0.4% | NEW | 新建倉 |
| 31 | XOM | Exxon Mobil CORP | +0.4% | NEW | 新建倉 |
| 32 | IR | Ingersoll-rand Inc | +0.4% | NEW | 新建倉 |
| 33 | JPM | Jpmorgan Chase & Co | +0.4% | NEW | 新建倉 |
| 34 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | 新建倉 |
| 35 | ELV | Elevance Health Inc | +0.4% | NEW | 新建倉 |
| 36 | SYF | Synchrony Financial | +0.4% | NEW | 新建倉 |
| 37 | CFG | Citizens Financial Group | +0.4% | NEW | 新建倉 |
| 38 | OKE | Oneok Inc | -0.4% | EXIT | 清倉 |
| 39 | TROW | T Rowe Price Group Inc | -0.4% | EXIT | 清倉 |
| 40 | DDOG | Datadog Inc - Class A | -0.4% | EXIT | 清倉 |
| 41 | LYV | Live Nation Entertainment In | -0.4% | EXIT | 清倉 |
| 42 | EW | Edwards Lifesciences CORP | -0.4% | EXIT | 清倉 |
| 43 | TEL | TE Connectivity plc | -0.4% | EXIT | 清倉 |
| 44 | STE | STERIS plc | -0.4% | EXIT | 清倉 |
| 45 | ROST | Ross Stores Inc | -0.4% | EXIT | 清倉 |
| 46 | EXPD | Expeditors Intl Wash Inc | -0.4% | EXIT | 清倉 |
| 47 | ADBE | Adobe Inc | -0.5% | EXIT | 清倉 |
| 48 | GEN | Gen Digital Inc | -0.5% | EXIT | 清倉 |
| 49 | REGN | Regeneron Pharmaceuticals | -0.5% | -74.82% | 減碼 |
| 50 | OXLC | Oxford Lane Capital Corp. | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Virtus Advisers, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 454 個公開持股部位。
在 Q3 2024 季度，Virtus Advisers, LLC 按市值排列的前三大核心持股分別為：OCCI (1.0%)、HYG (0.9%)、APP (0.7%)。其中最大持股部位 OCCI 佔據整體投資組合約 1.0% 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
OCCI
市值: US$206.4萬
本季最大獲利了結 / 清倉標的
OXLC
前期市值: US$149.3萬
在 Q3 2024 季度中，Virtus Advisers, LLC 共進行了 50 項持倉異動，包含新建倉 35 個部位、加碼 2 個部位、減碼 1 個部位以及清倉 12 個部位。 其中最大新建倉標的為 OCCI。 本季清倉部位包含 OXLC。
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。