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: 0001068837
申報總市值
US$1156.3億
US$1156.3億
2824 檔
16.4%
在 Q2 2024 申報期間，Voya Investment Management LLC（CIK: 0001068837）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$1156.3億，共持有 2824 個公開申報部位。
在 Q2 2024，Voya Investment Management LLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 24 檔、減碼 26 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Voya Investment Management LLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合計佔整體申報市值的 16.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2824 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 | MSFT | Microsoft CORP | 股票-科技 | 5.05% | -0.97% | +5.48% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.15% | -0.66% | +817.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.12% | -0.98% | +62.34% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.36% | -0.07% | -4.95% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.01% | -0.26% | +38.84% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | -0.35% | -6.11% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.82% | -0.27% | -14.90% | |
| 8 | UNIY | Wt Voya Yld Enh Usd Univ Bnd | ETF-其他 | 1.25% | -0.11% | -0.37% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.24% | +0.14% | +8.66% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.21% | -0.05% | -3.27% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +0.30% | +10.84% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | — | +1.68% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | +0.32% | +82.20% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 0.70% | +0.06% | +30.32% | |
| 15 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.70% | -0.11% | +2.59% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.68% | -0.02% | +57.83% | |
| 17 | NOW | Servicenow Inc | 股票-科技 | 0.67% | -0.17% | -5.58% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 0.67% | +1.39% | -13.91% | |
| 19 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.67% | +0.01% | +44.79% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.17% | -0.54% | |
| 21 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.65% | +0.26% | -14.68% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.04% | -27.32% | |
| 23 | DELL | Dell Technologies -c | 股票-科技 | 0.60% | +0.07% | +462.86% | |
| 24 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.60% | -0.02% | -6.26% | |
| 25 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.58% | +0.23% | +211.49% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.05% | +10.20% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | -10.21% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.52% | -0.03% | -18.72% | |
| 29 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.51% | -0.01% | +5.27% | |
| 30 | C | Citigroup Inc | 股票-金融 | 0.51% | +0.09% | +45.37% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.27% | -18.49% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.50% | -0.02% | -34.44% | |
| 33 | FSLR | First Solar Inc | 股票-科技 | 0.50% | — | -3.85% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.50% | -0.01% | -0.59% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.49% | -0.01% | -28.78% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.91% | -12.29% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.04% | -14.67% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.13% | -7.23% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.43% | -0.16% | +41.79% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.42% | — | +4245.97% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.41% | — | +44.44% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.07% | -5.64% | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 0.39% | -0.01% | +70.77% | |
| 44 | EXC | Exelon CORP | 股票-公用事業 | 0.38% | -0.01% | +0.05% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.38% | +0.53% | +31.05% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.37% | +0.36% | +5.09% | |
| 47 | MNDY | monday.com Ltd. | 股票-科技 | 0.37% | — | EXIT | |
| 48 | GE | General Electric | 股票-工業 | 0.37% | +0.17% | -38.59% | |
| 49 | OKTA | Okta Inc | 股票-科技 | 0.36% | +0.12% | -31.14% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.36% | — | +27.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.1% | +62.34% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | +817.05% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.8% | +38.84% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +5.48% | 加碼 |
| 5 | DELL | Dell Technologies -c | +0.5% | +462.86% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +82.20% | 加碼 |
| 7 | CDNS | Cadence Design Sys Inc | +0.4% | +211.49% | 加碼 |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +57.83% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.3% | +8.66% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.2% | +219.83% | 加碼 |
| 11 | ELV | Elevance Health Inc | +0.2% | +44.79% | 加碼 |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +10.84% | 加碼 |
| 13 | TXN | Texas Instruments Inc | +0.2% | +281.44% | 加碼 |
| 14 | DFSEUR | Discover Financial Services | +0.2% | +1996.23% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.2% | +166.84% | 加碼 |
| 16 | APH | Amphenol Corp-cl A | +0.2% | +1123.28% | 加碼 |
| 17 | MMM | 3m Co | +0.2% | +582.75% | 加碼 |
| 18 | ASML | ASML Holding N.V. | +0.2% | +30.32% | 加碼 |
| 19 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +44.44% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.20% | 加碼 |
| 21 | ZS | Zscaler Inc | +0.2% | +70.77% | 加碼 |
| 22 | C | Citigroup Inc | +0.2% | +45.37% | 加碼 |
| 23 | DOV | Dover CORP | +0.2% | +332.08% | 加碼 |
| 24 | DG | Dollar General CORP | +0.1% | +1478.00% | 加碼 |
| 25 | MDB | Mongodb Inc | -0.1% | -9.69% | 減碼 |
| 26 | ADSK | Autodesk Inc | -0.1% | -84.38% | 減碼 |
| 27 | ON | On Semiconductor | -0.2% | -35.31% | 減碼 |
| 28 | SNPS | Synopsys Inc | -0.2% | -57.05% | 減碼 |
| 29 | U | Unity Software Inc | -0.2% | -98.50% | 減碼 |
| 30 | FCX | Freeport-mcmoran Inc | -0.2% | -61.96% | 減碼 |
| 31 | UNP | Union Pacific CORP | -0.2% | -18.72% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.2% | -34.44% | 減碼 |
| 33 | AZO | Autozone Inc | -0.2% | -92.07% | 減碼 |
| 34 | CSCO | Cisco Systems Inc | -0.2% | -42.98% | 減碼 |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.2% | -28.78% | 減碼 |
| 36 | DXCM | Dexcom Inc | -0.2% | -53.65% | 減碼 |
| 37 | NEE | Nextera Energy Inc | -0.2% | -57.67% | 減碼 |
| 38 | DASH | Doordash Inc - A | -0.2% | -91.62% | 減碼 |
| 39 | OKTA | Okta Inc | -0.2% | -31.14% | 減碼 |
| 40 | SHOP | Shopify Inc - Class A | -0.3% | -48.20% | 減碼 |
| 41 | LVS | Las Vegas Sands CORP | -0.3% | -45.80% | 減碼 |
| 42 | ROK | Rockwell Automation Inc | -0.3% | -57.66% | 減碼 |
| 43 | ENPH | Enphase Energy Inc | -0.3% | -83.71% | 減碼 |
| 44 | GE | General Electric | -0.3% | -38.59% | 減碼 |
| 45 | INTU | Intuit Inc | -0.3% | -78.78% | 減碼 |
| 46 | SLB | Slb LTD | -0.3% | -52.97% | 減碼 |
| 47 | ULTA | Ulta Beauty Inc | -0.3% | -94.80% | 減碼 |
| 48 | WFC | Wells Fargo & Co | -0.3% | -77.78% | 減碼 |
| 49 | CRM | Salesforce Inc | -0.4% | -27.32% | 減碼 |
| 50 | HD | Home Depot Inc | -0.4% | -51.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Voya Investment Management LLC 在 Q2 2024 季度的美股持倉總市值約為 US$1156.3億，共申報了 2824 個公開持股部位。
在 Q2 2024 季度，Voya Investment Management LLC 按市值排列的前三大核心持股分別為：MSFT (5.0%)、NVDA (4.2%)、AAPL (4.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.0% 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。
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$10.0億
在 Q2 2024 季度中，Voya Investment Management LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 24 個部位、減碼 26 個部位以及清倉 0 個部位。
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。