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
360 檔
2.9%
在 Q4 2024 申報期間，Virtus Investment Advisers, LLC（CIK: 0000019481）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$4.3億，共持有 360 個公開申報部位。
Virtus Investment Advisers, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 23 檔股票的新建倉與 5 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 IBN, VCLN, AAPL）累計市值佔比達 2.9%，是驅動 Virtus Investment Advisers, 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 360 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 | 2.94% | — | — | |
| 2 | VCLN | Virtus Duff & Phelps Clean E | ETF-其他 | 2.15% | — | +11.80% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 1.61% | +0.45% | NEW | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.03% | — | |
| 5 | PRIM | Primoris Services CORP | 股票-工業 | 1.46% | — | +12.45% | |
| 6 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.36% | — | +99.41% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | -0.09% | -4.34% | |
| 8 | KNF | Knife River CORP | 股票-原物料 | 1.32% | — | -8.82% | |
| 9 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.31% | — | -19.11% | |
| 10 | VCYT | Veracyte Inc | 股票-其他 | 1.26% | — | -27.08% | |
| 11 | NMIH | Nmi Holdings Inc | 股票-金融 | 1.23% | — | +13.83% | |
| 12 | CVLT | Commvault Systems Inc | 股票-科技 | 1.18% | — | -19.57% | |
| 13 | DOCU | Docusign Inc | 股票-科技 | 1.12% | — | -24.78% | |
| 14 | TAC | Transalta CORP | 股票-其他 | 1.08% | — | — | |
| 15 | GL | Globe Life Inc | 股票-金融 | 1.06% | — | — | |
| 16 | EME | Emcor Group Inc | 股票-工業 | 1.03% | — | — | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.93% | — | — | |
| 18 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.93% | — | +35.20% | |
| 19 | DXC | Dxc Technology Co | 股票-科技 | 0.93% | — | — | |
| 20 | ACM | Aecom | 股票-工業 | 0.89% | — | — | |
| 21 | HWC | Hancock Whitney CORP | 股票-金融 | 0.86% | — | — | |
| 22 | MMSI | Merit Medical Systems Inc | 股票-醫療保健 | 0.85% | — | +45.75% | |
| 23 | PAHC | Phibro Animal Health Corp-a | 股票-其他 | 0.81% | — | +103.35% | |
| 24 | MOG-A | Moog Inc-class A | 股票-其他 | 0.76% | — | +14.00% | |
| 25 | TILE | Interface Inc | 股票-其他 | 0.75% | — | +58.08% | |
| 26 | FTDR | Frontdoor Inc | 股票-循環性消費 | 0.75% | — | — | |
| 27 | BL | Blackline Inc | 股票-科技 | 0.73% | — | — | |
| 28 | NI | Nisource Inc | 股票-公用事業 | 0.71% | — | +76.65% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | -0.02% | -6.05% | |
| 30 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.69% | — | — | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.66% | +0.38% | NEW | |
| 32 | BRY | Berry CORP | 股票-其他 | 0.65% | — | — | |
| 33 | RGA | Reinsurance Group Of America | 股票-金融 | 0.64% | — | — | |
| 34 | MTG | Mgic Investment CORP | 股票-金融 | 0.63% | — | — | |
| 35 | DCO | Ducommun Inc | 股票-其他 | 0.63% | — | — | |
| 36 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 0.62% | — | — | |
| 37 | CDNA | Caredx Inc | 股票-其他 | 0.61% | — | -7.88% | |
| 38 | MANH | Manhattan Associates Inc | 股票-科技 | 0.60% | — | -26.96% | |
| 39 | BHC | Bausch Health Cos Inc | 股票-醫療保健 | 0.59% | — | — | |
| 40 | AUPH | Aurinia Pharmaceuticals Inc | 股票-其他 | 0.58% | +0.07% | — | |
| 41 | PRGS | Progress Software CORP | 股票-其他 | 0.58% | — | — | |
| 42 | ACAD | Acadia Pharmaceuticals Inc | 股票-醫療保健 | 0.57% | +0.13% | — | |
| 43 | COLL | Collegium Pharmaceutical Inc | 股票-其他 | 0.55% | — | +11.28% | |
| 44 | NXRT | Nexpoint Residential | 股票-其他 | 0.55% | — | — | |
| 45 | ANIP | Ani Pharmaceuticals Inc | 股票-其他 | 0.53% | — | — | |
| 46 | TBCH | Turtle Beach CORP | 股票-其他 | 0.53% | — | +253.86% | |
| 47 | PRSU | Pursuit Attractions And Hosp | 股票-其他 | 0.52% | — | — | |
| 48 | CPT | Camden Property Trust | 股票-房地產 | 0.52% | — | — | |
| 49 | SSRM | Ssr Mining Inc | 股票-原物料 | 0.50% | — | — | |
| 50 | RLI | Rli CORP | 股票-金融 | 0.48% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GL | Globe Life Inc | +1.1% | NEW | 新建倉 |
| 2 | BKLN | Invesco Senior Loan ETF | +0.9% | NEW | 新建倉 |
| 3 | DXC | Dxc Technology Co | +0.9% | NEW | 新建倉 |
| 4 | ACM | Aecom | +0.9% | NEW | 新建倉 |
| 5 | FIX | Comfort Systems USA Inc | +0.7% | +99.41% | 加碼 |
| 6 | BRY | Berry CORP | +0.7% | NEW | 新建倉 |
| 7 | DCO | Ducommun Inc | +0.6% | NEW | 新建倉 |
| 8 | BHC | Bausch Health Cos Inc | +0.6% | NEW | 新建倉 |
| 9 | ACAD | Acadia Pharmaceuticals Inc | +0.6% | NEW | 新建倉 |
| 10 | PRIM | Primoris Services CORP | +0.5% | +12.45% | 加碼 |
| 11 | CPB | THE Campbell's Company | +0.5% | NEW | 新建倉 |
| 12 | LNT | Alliant Energy CORP | +0.5% | NEW | 新建倉 |
| 13 | EVRG | Evergy Inc | +0.5% | NEW | 新建倉 |
| 14 | DRS | Leonardo Drs Inc | +0.5% | NEW | 新建倉 |
| 15 | GAP | Gap Inc/the | +0.4% | NEW | 新建倉 |
| 16 | AB | Alliancebernstein Holding LP | +0.4% | NEW | 新建倉 |
| 17 | ADC | Agree Realty CORP | +0.4% | NEW | 新建倉 |
| 18 | VLRS | Controladora Vuela Cia-adr | +0.4% | NEW | 新建倉 |
| 19 | SXC | Suncoke Energy Inc | +0.4% | NEW | 新建倉 |
| 20 | TPB | Turning Point Brands Inc | +0.4% | NEW | 新建倉 |
| 21 | CTBI | Community Trust Bancorp Inc | +0.4% | NEW | 新建倉 |
| 22 | AIR | Aar CORP | +0.4% | NEW | 新建倉 |
| 23 | GVA | Granite Construction Inc | +0.4% | NEW | 新建倉 |
| 24 | TBCH | Turtle Beach CORP | +0.4% | +253.86% | 加碼 |
| 25 | PAHC | Phibro Animal Health Corp-a | +0.4% | +103.35% | 加碼 |
| 26 | TILE | Interface Inc | +0.4% | +58.08% | 加碼 |
| 27 | CHGG | Chegg Inc | +0.4% | NEW | 新建倉 |
| 28 | GLPI | Gaming And Leisure Propertie | +0.4% | NEW | 新建倉 |
| 29 | AHQ | American Woodmark CORP | -0.4% | EXIT | 清倉 |
| 30 | MHO | M/i Homes Inc | -0.4% | -56.52% | 減碼 |
| 31 | COR | Cencora Inc | -0.4% | -64.90% | 減碼 |
| 32 | MPLX | Mplx LP | -0.4% | EXIT | 清倉 |
| 33 | CHD | Church & Dwight Co Inc | -0.5% | EXIT | 清倉 |
| 34 | FWONA | Liberty Media Corp-formula-a | -0.5% | EXIT | 清倉 |
| 35 | TRIN | Trinity Capital Inc | -0.5% | EXIT | 清倉 |
| 36 | R | Ryder System Inc | -0.5% | -66.41% | 減碼 |
| 37 | PHM | Pultegroup Inc | -0.5% | EXIT | 清倉 |
| 38 | UCTT | Ultra Clean Holdings Inc | -0.5% | EXIT | 清倉 |
| 39 | HNI | Hni CORP | -0.5% | -55.53% | 減碼 |
| 40 | BPOP | Popular Inc | -0.6% | EXIT | 清倉 |
| 41 | CIBEUR | Bancolombia S.a.-spons Adr | -0.6% | EXIT | 清倉 |
| 42 | BLBD | Blue Bird CORP | -0.6% | EXIT | 清倉 |
| 43 | GFF | Griffon CORP | -0.6% | EXIT | 清倉 |
| 44 | PLYM | Plymouth Industrial Reit Inc | -0.6% | EXIT | 清倉 |
| 45 | KBH | Kb Home | -0.8% | EXIT | 清倉 |
| 46 | ZETA | Zeta Global Holdings Corp-a | -1% | -79.24% | 減碼 |
| 47 | KEX | Kirby CORP | -1% | -68.99% | 減碼 |
| 48 | ADMA | Adma Biologics Inc | -1% | -80.77% | 減碼 |
| 49 | TMHC | Taylor Morrison Home CORP | -1% | -64.50% | 減碼 |
| 50 | JAAA | Janus Henderson Aaa Clo ETF | -1.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Virtus Investment Advisers, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.3億，共申報了 360 個公開持股部位。
在 Q4 2024 季度，Virtus Investment Advisers, LLC 按市值排列的前三大核心持股分別為：IBN (2.9%)、VCLN (2.1%)、AAPL (1.6%)。其中最大持股部位 IBN 佔據整體投資組合約 2.9% 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
GL
市值: US$135.8萬
本季最大獲利了結 / 清倉標的
JAAA
前期市值: US$219.3萬
在 Q4 2024 季度中，Virtus Investment Advisers, LLC 共進行了 50 項持倉異動，包含新建倉 23 個部位、加碼 5 個部位、減碼 8 個部位以及清倉 14 個部位。 其中最大新建倉標的為 GL。 本季清倉部位包含 JAAA。
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。