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
2811 檔
14.9%
截至 Q3 2024 季度末，Voya Investment Management LLC 的美股持倉估值約為 US$1156.3億，全數申報部位共有 2811 檔。
Voya Investment Management LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 11 個全新部位及加碼 85 檔持股的同時，亦同步清倉 10 檔並減碼 94 檔標的。
整體而言，Voya Investment Management LLC 的前 5 大持股（包含 NVDA, MSFT, AAPL）貢獻了組合市值的 14.9%，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 2811 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 | NVDA | Nvidia CORP | 股票-科技 | 4.49% | -0.66% | +4.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.97% | -12.10% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.84% | -0.98% | -19.68% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.55% | -0.07% | -25.02% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.44% | -0.35% | +2.72% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.88% | -0.26% | +728.54% | |
| 7 | UNIY | Wt Voya Yld Enh Usd Univ Bnd | ETF-其他 | 1.41% | -0.11% | +3.16% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.39% | -0.05% | -17.35% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.27% | -39.16% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | +0.14% | -20.90% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 0.91% | -0.17% | +13.33% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.04% | +65.57% | |
| 13 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.78% | -0.11% | -0.59% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.72% | +0.30% | -21.01% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | -24.81% | |
| 16 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.65% | +0.26% | +7.48% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.04% | -6.25% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.70% | +157.42% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.32% | -27.99% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.17% | -28.29% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | -8.24% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.53% | -0.06% | +91.30% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.53% | -0.05% | +35.12% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.01% | -9.65% | |
| 25 | ZS | Zscaler Inc | 股票-科技 | 0.51% | -0.01% | +41.29% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | +0.12% | +37.88% | |
| 27 | UBER 0 12-15-25債券 | Uber Technologies Inc | 債券 | 0.49% | — | +45.61% | |
| 28 | FSLR | First Solar Inc | 股票-科技 | 0.49% | — | -14.91% | |
| 29 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.49% | +0.23% | -9.55% | |
| 30 | GE | General Electric | 股票-工業 | 0.49% | +0.17% | +5.10% | |
| 31 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.49% | -0.02% | -28.86% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.48% | -0.48% | +24.19% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.47% | -0.19% | +67.58% | |
| 34 | EXC | Exelon CORP | 股票-公用事業 | 0.47% | -0.01% | -0.88% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.45% | -0.02% | -36.73% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.11% | +7.46% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.09% | +76.80% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.13% | +4.68% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.44% | +0.53% | +1.75% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 0.42% | — | +13.54% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.42% | -0.03% | +28.13% | |
| 42 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.42% | +0.01% | -37.40% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.41% | — | -5.02% | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.40% | -0.02% | +20.42% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | -0.03% | -33.66% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.02% | +42.17% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.39% | +0.27% | -0.63% | |
| 48 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.38% | — | -1.11% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.02% | +28.30% | |
| 50 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.37% | -0.05% | -2.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.5% | +2.72% | 加碼 |
| 2 | UNH | Unitedhealth Group Inc | +0.4% | +157.42% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +65.57% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +4.74% | 加碼 |
| 5 | PYPL | Paypal Holdings Inc | +0.3% | +605.36% | 加碼 |
| 6 | ISRG | Intuitive Surgical Inc | +0.3% | +91.30% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +396.32% | 加碼 |
| 8 | LOW | Lowe's Cos Inc | +0.3% | +67.58% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | +76.80% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.2% | +13.33% | 加碼 |
| 11 | FLR 1.125 08-15-29債券 | Fluor CORP | +0.2% | NEW | 新建倉 |
| 12 | CAT | Caterpillar Inc | +0.2% | +174.39% | 加碼 |
| 13 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.2% | NEW | 新建倉 |
| 14 | HD | Home Depot Inc | +0.2% | +35.12% | 加碼 |
| 15 | PNC | Pnc Financial Services Group | +0.2% | +787.12% | 加碼 |
| 16 | ABBV | Abbvie Inc | +0.2% | +37.88% | 加碼 |
| 17 | CARR | Carrier Global CORP | +0.2% | +774.51% | 加碼 |
| 18 | MMM | 3m Co | +0.2% | +28.13% | 加碼 |
| 19 | UBER 0 12-15-25債券 | Uber Technologies Inc | +0.2% | +45.61% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.2% | -17.35% | 減碼 |
| 21 | ACN | Accenture plc | +0.2% | +42.17% | 加碼 |
| 22 | ECL | Ecolab Inc | +0.2% | +384.75% | 加碼 |
| 23 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | +0.2% | NEW | 新建倉 |
| 24 | KKR | Kkr & Co Inc | +0.2% | +520.32% | 加碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.2% | +227.28% | 加碼 |
| 26 | LIN | Linde plc | +0.2% | +63.00% | 加碼 |
| 27 | UNIY | Wt Voya Yld Enh Usd Univ Bnd | +0.2% | +3.16% | 加碼 |
| 28 | COST | Costco Wholesale CORP | +0.2% | +90.80% | 加碼 |
| 29 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +0.1% | +133.38% | 加碼 |
| 30 | YUM | Yum! Brands Inc | +0.1% | +742.69% | 加碼 |
| 31 | FDX | Fedex CORP | +0.1% | +432.92% | 加碼 |
| 32 | DHI | Dr Horton Inc | +0.1% | +385.80% | 加碼 |
| 33 | REGN | Regeneron Pharmaceuticals | +0.1% | +159.38% | 加碼 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +123.45% | 加碼 |
| 35 | NFLX | Netflix Inc | +0.1% | +24.19% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +28.30% | 加碼 |
| 37 | CMI | Cummins Inc | +0.1% | +418.81% | 加碼 |
| 38 | ALL | Allstate CORP | +0.1% | +13.54% | 加碼 |
| 39 | AAL 6.5 07-01-25債券 | American Airlines Group | +0.1% | +93.29% | 加碼 |
| 40 | ZS | Zscaler Inc | +0.1% | +41.29% | 加碼 |
| 41 | ORCL | Oracle CORP | +0.1% | +7.46% | 加碼 |
| 42 | GE | General Electric | +0.1% | +5.10% | 加碼 |
| 43 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | +0.1% | +700.00% | 加碼 |
| 44 | CBRE | Cbre Group Inc - A | +0.1% | +640.23% | 加碼 |
| 45 | SBUX | Starbucks CORP | +0.1% | +189.74% | 加碼 |
| 46 | SRPT 1.25 09-15-27債券 | Sarepta Therapeutics Inc | +0.1% | +351.13% | 加碼 |
| 47 | EQIX | Equinix Inc | +0.1% | +282.15% | 加碼 |
| 48 | AON | Aon plc | +0.1% | +268.03% | 加碼 |
| 49 | CSGP | Costar Group Inc | +0.1% | +89.88% | 加碼 |
| 50 | KO | Coca-cola Co/the | +0.1% | +65.04% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Voya Investment Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1156.3億，共申報了 2811 個公開持股部位。
在 Q3 2024 季度，Voya Investment Management LLC 按市值排列的前三大核心持股分別為：NVDA (4.5%)、MSFT (4.5%)、AAPL (3.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.5% 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
FLR 1.125 08-15-29
市值: US$2.1億
本季最大獲利了結 / 清倉標的
MCHP 0.125 11-15-24
前期市值: US$1.5億
在 Q3 2024 季度中，Voya Investment Management LLC 共進行了 200 項持倉異動，包含新建倉 11 個部位、加碼 85 個部位、減碼 94 個部位以及清倉 10 個部位。 其中最大新建倉標的為 FLR 1.125 08-15-29。 本季清倉部位包含 MCHP 0.125 11-15-24。
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。