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
450 檔
3.2%
在 Q1 2026 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 450 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Virtus Investment Advisers, LLC 在獲利結算 47 檔個股的同時，將資本重新部署至 36 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 GILD, AMGN, REGN）累計市值佔比達 3.2%，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 450 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 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.79% | -0.10% | +260.76% | |
| 2 | AMGN | Amgen Inc | 股票-醫療保健 | 0.78% | -0.06% | +274.70% | |
| 3 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.77% | -0.14% | +290.66% | |
| 4 | IBRX | Immunitybio Inc | 股票-醫療保健 | 0.76% | -0.43% | +23.54% | |
| 5 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.72% | -0.42% | +288.42% | |
| 6 | INCY | Incyte CORP | 股票-醫療保健 | 0.71% | +0.07% | -2.81% | |
| 7 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.69% | -0.25% | +0.21% | |
| 8 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 0.68% | +0.02% | +335.12% | |
| 9 | EIX | Edison International | 股票-公用事業 | 0.67% | -0.17% | +1129.16% | |
| 10 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.61% | -0.21% | -14.04% | |
| 11 | PWR | Quanta Services Inc | 股票-工業 | 0.60% | -0.13% | -8.76% | |
| 12 | DAWNGBX | Day One Biopharmaceuticals I | 股票-其他 | 0.60% | -0.60% | EXIT | |
| 13 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.59% | -0.18% | -5.81% | |
| 14 | SLB | Slb LTD | 股票-能源 | 0.59% | -0.19% | +873.24% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.58% | -0.09% | — | |
| 16 | LIN | Linde plc | 股票-原物料 | 0.57% | -0.57% | EXIT | |
| 17 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.57% | -0.57% | EXIT | |
| 18 | CB | Chubb Limited | 股票-金融 | 0.57% | -0.13% | — | |
| 19 | BKR | Baker Hughes Co | 股票-能源 | 0.57% | -0.23% | -15.72% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.56% | -0.16% | -3.19% | |
| 21 | WAB | Wabtec CORP | 股票-工業 | 0.56% | -0.14% | -15.00% | |
| 22 | WELL | Welltower Inc | 股票-房地產 | 0.56% | -0.11% | -2.56% | |
| 23 | OXLC | Oxford Lane Capital CORP | 股票-其他 | 0.56% | -0.25% | +39.20% | |
| 24 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.56% | -0.09% | -7.20% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 0.56% | -0.09% | -2.52% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.19% | -12.22% | |
| 27 | TT | Trane Technologies plc | 股票-工業 | 0.56% | -0.14% | +8.11% | |
| 28 | FAST | Fastenal Co | 股票-工業 | 0.55% | -0.10% | -5.76% | |
| 29 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.54% | -0.54% | EXIT | |
| 30 | CME | Cme Group Inc | 股票-金融 | 0.54% | -0.21% | -6.84% | |
| 31 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.54% | -0.13% | -6.32% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.54% | -0.08% | -5.16% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.54% | EXIT | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | +0.21% | -31.93% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.54% | EXIT | |
| 36 | HUBB | Hubbell Inc | 股票-工業 | 0.53% | -0.13% | — | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.53% | -0.53% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.53% | EXIT | |
| 39 | DAL | Delta Air Lines Inc | 股票-工業 | 0.53% | +0.05% | -12.96% | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 41 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.52% | -0.52% | EXIT | |
| 42 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.52% | -0.15% | -1.37% | |
| 43 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.52% | -0.05% | -4.36% | |
| 44 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.52% | -0.52% | EXIT | |
| 45 | WM | Waste Management Inc | 股票-工業 | 0.52% | -0.52% | EXIT | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.52% | -0.52% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.04% | -8.17% | |
| 48 | WRB | Wr Berkley CORP | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 49 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.51% | -0.08% | — | |
| 50 | PFG | Principal Financial Group | 股票-金融 | 0.51% | -0.06% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EIX | Edison International | +0.6% | +1129.16% | 加碼 |
| 2 | IBRX | Immunitybio Inc | +0.6% | +23.54% | 加碼 |
| 3 | GILD | Gilead Sciences Inc | +0.6% | +260.76% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.6% | +274.70% | 加碼 |
| 5 | REGN | Regeneron Pharmaceuticals | +0.6% | +290.66% | 加碼 |
| 6 | SLB | Slb LTD | +0.6% | +873.24% | 加碼 |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | +288.42% | 加碼 |
| 8 | ALNY | Alnylam Pharmaceuticals Inc | +0.5% | +335.12% | 加碼 |
| 9 | DAWNGBX | Day One Biopharmaceuticals I | +0.4% | +23.54% | 加碼 |
| 10 | ERAS | Erasca Inc | +0.3% | +2.50% | 加碼 |
| 11 | VRT | Vertiv Holdings Co-a | +0.3% | +0.21% | 加碼 |
| 12 | MRNA | Moderna Inc | +0.2% | +23.53% | 加碼 |
| 13 | APLSUSD | Apellis Pharmaceuticals Inc | +0.2% | +23.54% | 加碼 |
| 14 | IOVA | Iovance Biotherapeutics Inc | +0.1% | +23.54% | 加碼 |
| 15 | ROIV | Roivant Sciences Ltd. | +0.1% | +23.54% | 加碼 |
| 16 | ELVN | Enliven Therapeutics Inc | +0.1% | +2.50% | 加碼 |
| 17 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | +23.53% | 加碼 |
| 18 | AGIO | Agios Pharmaceuticals Inc | +0.1% | +23.54% | 加碼 |
| 19 | TNGX | Tango Therapeutics Inc | +0.1% | +2.50% | 加碼 |
| 20 | BCRX | Biocryst Pharmaceuticals Inc | +0.1% | +23.54% | 加碼 |
| 21 | 4XC1 | Kalvista Pharmaceuticals Inc | +0.1% | +23.54% | 加碼 |
| 22 | NVAX | Novavax Inc | +0.1% | +23.54% | 加碼 |
| 23 | PWR | Quanta Services Inc | +0.1% | -8.76% | 減碼 |
| 24 | UTHR | United Therapeutics CORP | +0.1% | +23.52% | 加碼 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -1.37% | 減碼 |
| 26 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | +23.54% | 加碼 |
| 27 | TT | Trane Technologies plc | +0.1% | +8.11% | 加碼 |
| 28 | ALMS | Alumis Inc | +0.1% | +2.50% | 加碼 |
| 29 | DNTH | Dianthus Therapeutics Inc | +0.1% | +2.49% | 加碼 |
| 30 | ORCL | Oracle CORP | +0.1% | +59.75% | 加碼 |
| 31 | SNDX | Syndax Pharmaceuticals Inc | +0.1% | +23.54% | 加碼 |
| 32 | GERN | Geron CORP | +0.1% | +23.54% | 加碼 |
| 33 | BKR | Baker Hughes Co | +0.1% | -15.72% | 減碼 |
| 34 | TGTX | Tg Therapeutics Inc | +0.1% | +23.54% | 加碼 |
| 35 | ZLAB | Zai Lab Ltd-adr | +0.1% | +23.54% | 加碼 |
| 36 | CRVS | Corvus Pharmaceuticals Inc | +0.1% | +2.50% | 加碼 |
| 37 | ASND | Ascendis Pharma A/S | +0.1% | +23.55% | 加碼 |
| 38 | LGND | Ligand Pharmaceuticals | +0.1% | +23.52% | 加碼 |
| 39 | KRYS | Krystal Biotech Inc | +0.1% | +23.53% | 加碼 |
| 40 | BIIB | Biogen Inc | +0.1% | +23.58% | 加碼 |
| 41 | SPMC | Sound Point Meridian Capital | +0.1% | +126.68% | 加碼 |
| 42 | COST | Costco Wholesale CORP | +0.1% | -5.28% | 減碼 |
| 43 | ALLO | Allogene Therapeutics Inc | +0.1% | +2.50% | 加碼 |
| 44 | ACLXGBX | Arcellx Inc | +0.1% | +2.51% | 加碼 |
| 45 | CGON | Cg Oncology Inc | +0.1% | +2.51% | 加碼 |
| 46 | ORKA | Oruka Therapeutics Inc | +0.1% | +2.50% | 加碼 |
| 47 | ARDX | Ardelyx Inc | +0.1% | +23.54% | 加碼 |
| 48 | SRPT | Sarepta Therapeutics Inc | +0.1% | +23.54% | 加碼 |
| 49 | FAST | Fastenal Co | +0.1% | -5.76% | 減碼 |
| 50 | V | Visa Inc-class A Shares | 0% | +6.11% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Virtus Investment Advisers, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.3億，共申報了 450 個公開持股部位。
在 Q1 2026 季度，Virtus Investment Advisers, LLC 按市值排列的前三大核心持股分別為：GILD (0.8%)、AMGN (0.8%)、REGN (0.8%)。其中最大持股部位 GILD 佔據整體投資組合約 0.8% 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
MRK
市值: US$211.5萬
本季最大獲利了結 / 清倉標的
HBAN
前期市值: US$213.0萬
在 Q1 2026 季度中，Virtus Investment Advisers, LLC 共進行了 200 項持倉異動，包含新建倉 36 個部位、加碼 62 個部位、減碼 55 個部位以及清倉 47 個部位。 其中最大新建倉標的為 MRK。 本季清倉部位包含 HBAN。
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。