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: 0000019481
申報總市值
US$4.3億
US$4.3億
340 檔
3.0%
根據最新整理的 13F 季度數據集，Virtus Investment Advisers, LLC 於 Q3 2024 結束時的管理資產規模為 US$4.3億。該機構在本季度申報了 340 檔美股持倉，呈現出該時期的主要投資地圖。
Virtus Investment Advisers, LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 17 個全新部位及加碼 9 檔持股的同時，亦同步清倉 13 檔並減碼 9 檔標的。
整體而言，Virtus Investment Advisers, LLC 的前 5 大持股（包含 IBN, VCLN, JAAA）貢獻了組合市值的 3.0%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 340 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 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 2.95% | — | — | |
| 2 | VCLN | Virtus Duff & Phelps Clean E | ETF-其他 | 2.27% | — | — | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.72% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.03% | -13.23% | |
| 5 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 1.51% | — | -5.20% | |
| 6 | CVLT | Commvault Systems Inc | 股票-科技 | 1.50% | — | — | |
| 7 | VCYT | Veracyte Inc | 股票-其他 | 1.49% | — | +12.01% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.49% | +0.45% | NEW | |
| 9 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.40% | — | -14.90% | |
| 10 | KEX | Kirby CORP | 股票-工業 | 1.37% | — | +64.99% | |
| 11 | KNF | Knife River CORP | 股票-原物料 | 1.28% | — | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.09% | -57.34% | |
| 13 | ADMA | Adma Biologics Inc | 股票-醫療保健 | 1.22% | +0.17% | -50.47% | |
| 14 | NMIH | Nmi Holdings Inc | 股票-金融 | 1.22% | — | +17.13% | |
| 15 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 1.09% | — | -20.89% | |
| 16 | DOCU | Docusign Inc | 股票-科技 | 1.03% | — | +19.81% | |
| 17 | PRIM | Primoris Services CORP | 股票-工業 | 0.99% | — | — | |
| 18 | EME | Emcor Group Inc | 股票-工業 | 0.98% | — | -7.34% | |
| 19 | CDNA | Caredx Inc | 股票-其他 | 0.97% | — | -28.47% | |
| 20 | HNI | Hni CORP | 股票-其他 | 0.90% | — | -11.46% | |
| 21 | MANH | Manhattan Associates Inc | 股票-科技 | 0.86% | — | — | |
| 22 | KBH | Kb Home | 股票-循環性消費 | 0.84% | — | — | |
| 23 | HWC | Hancock Whitney CORP | 股票-金融 | 0.81% | — | — | |
| 24 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.79% | — | — | |
| 25 | TAC | Transalta CORP | 股票-其他 | 0.79% | — | +22.79% | |
| 26 | R | Ryder System Inc | 股票-工業 | 0.71% | — | — | |
| 27 | MTG | Mgic Investment CORP | 股票-金融 | 0.69% | — | +62.46% | |
| 28 | MOG-A | Moog Inc-class A | 股票-其他 | 0.68% | — | — | |
| 29 | COLL | Collegium Pharmaceutical Inc | 股票-其他 | 0.67% | — | — | |
| 30 | FTDR | Frontdoor Inc | 股票-循環性消費 | 0.66% | — | — | |
| 31 | BL | Blackline Inc | 股票-科技 | 0.66% | — | -10.43% | |
| 32 | RGA | Reinsurance Group Of America | 股票-金融 | 0.65% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.02% | +13.24% | |
| 34 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 0.63% | — | — | |
| 35 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.63% | — | — | |
| 36 | COR | Cencora Inc | 股票-醫療保健 | 0.63% | -0.08% | -3.09% | |
| 37 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.62% | — | — | |
| 38 | MHO | M/i Homes Inc | 股票-循環性消費 | 0.62% | — | — | |
| 39 | GFF | Griffon CORP | 股票-工業 | 0.61% | — | +123.84% | |
| 40 | PRGS | Progress Software CORP | 股票-其他 | 0.60% | — | — | |
| 41 | BPOP | Popular Inc | 股票-金融 | 0.60% | — | — | |
| 42 | CIBEUR | Bancolombia S.a.-spons Adr | 股票-其他 | 0.60% | — | +442.56% | |
| 43 | BLBD | Blue Bird CORP | 股票-其他 | 0.60% | — | — | |
| 44 | MMSI | Merit Medical Systems Inc | 股票-醫療保健 | 0.60% | — | +45.46% | |
| 45 | YOU | Clear Secure Inc -class A | 股票-科技 | 0.59% | — | — | |
| 46 | NXRT | Nexpoint Residential | 股票-其他 | 0.58% | — | — | |
| 47 | ANIP | Ani Pharmaceuticals Inc | 股票-其他 | 0.58% | — | — | |
| 48 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 0.57% | — | -19.26% | |
| 49 | CPT | Camden Property Trust | 股票-房地產 | 0.56% | — | — | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.52% | +0.38% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.7% | NEW | 新建倉 |
| 2 | COLL | Collegium Pharmaceutical Inc | +0.7% | NEW | 新建倉 |
| 3 | PLYM | Plymouth Industrial Reit Inc | +0.6% | NEW | 新建倉 |
| 4 | MHO | M/i Homes Inc | +0.6% | NEW | 新建倉 |
| 5 | VCYT | Veracyte Inc | +0.6% | +12.01% | 加碼 |
| 6 | NXRT | Nexpoint Residential | +0.6% | NEW | 新建倉 |
| 7 | CPT | Camden Property Trust | +0.6% | NEW | 新建倉 |
| 8 | KEX | Kirby CORP | +0.5% | +64.99% | 加碼 |
| 9 | CIBEUR | Bancolombia S.a.-spons Adr | +0.5% | +442.56% | 加碼 |
| 10 | OGE | Oge Energy CORP | +0.5% | NEW | 新建倉 |
| 11 | SSRM | Ssr Mining Inc | +0.4% | NEW | 新建倉 |
| 12 | DBX | Dropbox Inc-class A | +0.4% | NEW | 新建倉 |
| 13 | GIII | G-iii Apparel Group LTD | +0.4% | NEW | 新建倉 |
| 14 | FBP | First Bancorp Puerto Rico | +0.4% | NEW | 新建倉 |
| 15 | GFF | Griffon CORP | +0.3% | +123.84% | 加碼 |
| 16 | KMB | Kimberly-clark CORP | +0.3% | +379.26% | 加碼 |
| 17 | ZUOUSD | Zuora Inc - Class A | +0.3% | NEW | 新建倉 |
| 18 | TAC | Transalta CORP | +0.3% | +22.79% | 加碼 |
| 19 | MTG | Mgic Investment CORP | +0.3% | +62.46% | 加碼 |
| 20 | OSUR | Orasure Technologies Inc | +0.3% | NEW | 新建倉 |
| 21 | NMIH | Nmi Holdings Inc | +0.3% | +17.13% | 加碼 |
| 22 | DAKT | Daktronics Inc | +0.3% | NEW | 新建倉 |
| 23 | PNW | Pinnacle West Capital | +0.3% | NEW | 新建倉 |
| 24 | AHCO | Adapthealth CORP | +0.3% | NEW | 新建倉 |
| 25 | CCSI | Consensus Cloud Solution | +0.3% | NEW | 新建倉 |
| 26 | CDNA | Caredx Inc | +0.3% | -28.47% | 減碼 |
| 27 | DOCU | Docusign Inc | +0.2% | +19.81% | 加碼 |
| 28 | CVLT | Commvault Systems Inc | +0.2% | — | 不變 |
| 29 | ZETA | Zeta Global Holdings Corp-a | +0.2% | -20.89% | 減碼 |
| 30 | KNF | Knife River CORP | +0.2% | — | 不變 |
| 31 | CRGY | Crescent Energy Inc-a | -0.3% | -82.24% | 減碼 |
| 32 | JILL | J. Jill Inc | -0.3% | EXIT | 清倉 |
| 33 | AGS | Playags Inc | -0.3% | EXIT | 清倉 |
| 34 | THC | Tenet Healthcare CORP | -0.3% | EXIT | 清倉 |
| 35 | KD | Kyndryl Holdings Inc | -0.4% | EXIT | 清倉 |
| 36 | UFPI | Ufp Industries Inc | -0.4% | -66.97% | 減碼 |
| 37 | AES | Aes CORP | -0.4% | -75.73% | 減碼 |
| 38 | HCC | Warrior Met Coal Inc | -0.4% | EXIT | 清倉 |
| 39 | MSFT | Microsoft CORP | -0.5% | -13.23% | 減碼 |
| 40 | STRA | Strategic Education Inc | -0.5% | -47.20% | 減碼 |
| 41 | CLW | Clearwater Paper CORP | -0.6% | EXIT | 清倉 |
| 42 | SUPN | Supernus Pharmaceuticals Inc | -0.7% | EXIT | 清倉 |
| 43 | ADT | Adt Inc | -0.7% | -85.22% | 減碼 |
| 44 | 8TG | Thermon Group Holdings Inc | -0.7% | EXIT | 清倉 |
| 45 | GPOR | Gulfport Energy CORP | -0.7% | EXIT | 清倉 |
| 46 | PDD | Pdd Holdings Inc | -0.9% | EXIT | 清倉 |
| 47 | HAE | Haemonetics Corp/mass | -1% | EXIT | 清倉 |
| 48 | ANIK | Anika Therapeutics Inc | -1% | EXIT | 清倉 |
| 49 | VIPS | Vipshop Holdings LTD - Adr | -1.3% | EXIT | 清倉 |
| 50 | NVDA | Nvidia CORP | -2% | -57.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Virtus Investment Advisers, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.3億，共申報了 340 個公開持股部位。
在 Q3 2024 季度，Virtus Investment Advisers, LLC 按市值排列的前三大核心持股分別為：IBN (3.0%)、VCLN (2.3%)、JAAA (1.7%)。其中最大持股部位 IBN 佔據整體投資組合約 3.0% 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
JAAA
市值: US$219.3萬
本季最大獲利了結 / 清倉標的
VIPS
前期市值: US$149.1萬
在 Q3 2024 季度中，Virtus Investment Advisers, LLC 共進行了 48 項持倉異動，包含新建倉 17 個部位、加碼 9 個部位、減碼 9 個部位以及清倉 13 個部位。 其中最大新建倉標的為 JAAA。 本季清倉部位包含 VIPS。
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。