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
439 檔
2.5%
Q2 2025 季度申報顯示，Virtus Investment Advisers, LLC 揭露的美股組合總市值為 US$4.3億，涵蓋 439 個不同之權益投資部位。
在 Q2 2025，Virtus Investment Advisers, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 30 個新部位，並對 3 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
整體而言，Virtus Investment Advisers, LLC 的前 5 大持股（包含 ORCL, OCCI, VST）貢獻了組合市值的 2.5%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 439 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 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.08% | +15.48% | |
| 2 | OCCI | Ofs Credit Company Inc | 股票-其他 | 0.74% | -0.14% | -10.88% | |
| 3 | VST | Vistra CORP | 股票-公用事業 | 0.72% | — | +15.26% | |
| 4 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.69% | +0.01% | +22.06% | |
| 5 | INCY | Incyte CORP | 股票-醫療保健 | 0.69% | +0.07% | +21.84% | |
| 6 | CEG | Constellation Energy | 股票-公用事業 | 0.68% | — | — | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | -0.11% | +5.17% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.09% | +13.34% | |
| 9 | NTRS | Northern Trust CORP | 股票-金融 | 0.65% | -0.49% | EXIT | |
| 10 | AXON | Axon Enterprise Inc | 股票-工業 | 0.64% | -0.36% | EXIT | |
| 11 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.64% | -0.09% | -9.20% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | +0.35% | NEW | |
| 13 | HEI | Heico CORP | 股票-工業 | 0.62% | +0.14% | -6.80% | |
| 14 | PWR | Quanta Services Inc | 股票-工業 | 0.62% | -0.13% | -0.19% | |
| 15 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.62% | -0.38% | EXIT | |
| 16 | ANET | Arista Networks Inc | 股票-科技 | 0.62% | -0.03% | +33.38% | |
| 17 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.61% | -0.47% | EXIT | |
| 18 | ECC | Eagle Point Credit Co | 股票-其他 | 0.61% | -0.19% | -3.24% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | +0.10% | -11.81% | |
| 20 | SYF | Synchrony Financial | 股票-金融 | 0.61% | -0.07% | +26.45% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.06% | +391.21% | |
| 22 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.59% | — | — | |
| 23 | APP | Applovin Corp-class A | 股票-科技 | 0.59% | +0.09% | +27.17% | |
| 24 | TT | Trane Technologies plc | 股票-工業 | 0.59% | -0.14% | +2.63% | |
| 25 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.58% | -0.50% | EXIT | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.04% | — | |
| 27 | STT | State Street CORP | 股票-金融 | 0.57% | — | — | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.57% | — | -13.90% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | -0.12% | -30.62% | |
| 30 | CFG | Citizens Financial Group | 股票-金融 | 0.57% | — | +24.62% | |
| 31 | PODD | Insulet CORP | 股票-醫療保健 | 0.56% | -0.41% | EXIT | |
| 32 | AXP | American Express Co | 股票-金融 | 0.56% | +0.01% | +16.78% | |
| 33 | TPVG | Triplepoint Venture Growth B | 股票-其他 | 0.56% | -0.03% | -0.06% | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.56% | -0.46% | EXIT | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +7.05% | |
| 36 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.55% | -0.39% | EXIT | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | +24.13% | |
| 38 | KKR | Kkr & Co Inc | 股票-金融 | 0.55% | — | — | |
| 39 | UAL | United Airlines Holdings Inc | 股票-工業 | 0.55% | +0.62% | NEW | |
| 40 | PH | Parker Hannifin CORP | 股票-工業 | 0.55% | -0.09% | +8.58% | |
| 41 | FITB | Fifth Third Bancorp | 股票-金融 | 0.55% | +0.47% | NEW | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.55% | -0.01% | +8.45% | |
| 43 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.55% | — | +16.70% | |
| 44 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.54% | +0.39% | NEW | |
| 45 | RF | Regions Financial CORP | 股票-金融 | 0.54% | -0.49% | EXIT | |
| 46 | MTB | M & T Bank CORP | 股票-金融 | 0.54% | — | +16.44% | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.52% | EXIT | |
| 48 | ADSK | Autodesk Inc | 股票-科技 | 0.54% | — | +12.02% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.54% | — | +19.59% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.54% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +0.7% | NEW | 新建倉 |
| 2 | DASH | Doordash Inc - A | +0.6% | NEW | 新建倉 |
| 3 | VEEV | Veeva Systems Inc-class A | +0.6% | NEW | 新建倉 |
| 4 | CSCO | Cisco Systems Inc | +0.6% | NEW | 新建倉 |
| 5 | STT | State Street CORP | +0.6% | NEW | 新建倉 |
| 6 | UBER | Uber Technologies Inc | +0.6% | NEW | 新建倉 |
| 7 | MELI | Mercadolibre Inc | +0.6% | NEW | 新建倉 |
| 8 | KKR | Kkr & Co Inc | +0.6% | NEW | 新建倉 |
| 9 | CBRE | Cbre Group Inc - A | +0.5% | NEW | 新建倉 |
| 10 | PANW | Palo Alto Networks Inc | +0.5% | NEW | 新建倉 |
| 11 | SCHW | Schwab (charles) CORP | +0.5% | NEW | 新建倉 |
| 12 | FOXA | Fox CORP - Class A | +0.5% | NEW | 新建倉 |
| 13 | EA | Electronic Arts Inc | +0.5% | NEW | 新建倉 |
| 14 | SYK | Stryker CORP | +0.5% | NEW | 新建倉 |
| 15 | CTSH | Cognizant Tech Solutions-a | +0.5% | NEW | 新建倉 |
| 16 | NEM | Newmont CORP | +0.5% | NEW | 新建倉 |
| 17 | L | Loews CORP | +0.5% | NEW | 新建倉 |
| 18 | GD | General Dynamics CORP | +0.5% | NEW | 新建倉 |
| 19 | MET | Metlife Inc | +0.5% | NEW | 新建倉 |
| 20 | MNST | Monster Beverage CORP | +0.5% | NEW | 新建倉 |
| 21 | TSCO | Tractor Supply Company | +0.5% | NEW | 新建倉 |
| 22 | NOC | Northrop Grumman CORP | +0.5% | NEW | 新建倉 |
| 23 | AMGN | Amgen Inc | +0.5% | +391.21% | 加碼 |
| 24 | PSA | Public Storage | +0.5% | +962.30% | 加碼 |
| 25 | WAT | Waters CORP | +0.5% | NEW | 新建倉 |
| 26 | MDLZ | Mondelez International Inc-a | +0.5% | NEW | 新建倉 |
| 27 | ZTS | Zoetis Inc | +0.5% | NEW | 新建倉 |
| 28 | VICI | Vici Properties Inc | +0.5% | +828.12% | 加碼 |
| 29 | MRSH | Marsh & Mclennan Cos | +0.5% | NEW | 新建倉 |
| 30 | AAPL | Apple Inc | +0.5% | NEW | 新建倉 |
| 31 | MSI | Motorola Solutions Inc | +0.5% | NEW | 新建倉 |
| 32 | AFL | Aflac Inc | +0.5% | NEW | 新建倉 |
| 33 | LMT | Lockheed Martin CORP | +0.5% | NEW | 新建倉 |
| 34 | EOG | Eog Resources Inc | -0.4% | -88.75% | 減碼 |
| 35 | KLAC | Kla CORP | -0.4% | EXIT | 清倉 |
| 36 | SHW | Sherwin-williams Co/the | -0.4% | EXIT | 清倉 |
| 37 | TEL | TE Connectivity plc | -0.4% | EXIT | 清倉 |
| 38 | CPNG | Coupang Inc | -0.4% | EXIT | 清倉 |
| 39 | PEG | Public Service Enterprise Gp | -0.4% | EXIT | 清倉 |
| 40 | AON | Aon plc | -0.4% | EXIT | 清倉 |
| 41 | XOM | Exxon Mobil CORP | -0.4% | EXIT | 清倉 |
| 42 | YUMC | Yum China Holdings Inc | -0.4% | EXIT | 清倉 |
| 43 | AJG | Arthur J Gallagher & Co | -0.5% | EXIT | 清倉 |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | EXIT | 清倉 |
| 45 | JNK | Ss Spdr Bb High Yield Bond | -0.6% | EXIT | 清倉 |
| 46 | SMC | Summit Midstream CORP | -1% | EXIT | 清倉 |
| 47 | CABO 1.125 03-15-28債券 | Cable One Inc | -1.2% | EXIT | 清倉 |
| 48 | SEIX | Virtus Seix Senior Loan ETF | -5.2% | EXIT | 清倉 |
| 49 | VSHY | Virtus Nwflt Shrt Dur Hi Yld | -6.7% | EXIT | 清倉 |
| 50 | VABS | Virtus Nwflt Secr Inc Etf-ui | -8.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Virtus Investment Advisers, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.3億，共申報了 439 個公開持股部位。
在 Q2 2025 季度，Virtus Investment Advisers, LLC 按市值排列的前三大核心持股分別為：ORCL (0.7%)、OCCI (0.7%)、VST (0.7%)。其中最大持股部位 ORCL 佔據整體投資組合約 0.7% 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
CEG
市值: US$200.5萬
本季最大獲利了結 / 清倉標的
VABS
前期市值: US$3222.6萬
在 Q2 2025 季度中，Virtus Investment Advisers, LLC 共進行了 50 項持倉異動，包含新建倉 30 個部位、加碼 3 個部位、減碼 1 個部位以及清倉 16 個部位。 其中最大新建倉標的為 CEG。 本季清倉部位包含 VABS。
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。