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
2637 檔
12.6%
Q1 2025 季度申報顯示，Voya Investment Management LLC 揭露的美股組合總市值為 US$1156.3億，涵蓋 2637 個不同之權益投資部位。
Voya Investment Management LLC 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 14 個全新部位及加碼 81 檔持股的同時，亦同步清倉 11 檔並減碼 93 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 12.6%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
GPN 1.5 03-01-31
市值: US$4.7億
本季最大獲利了結 / 清倉標的
APO 6.75 07-31-26
前期市值: US$2.0億
僅顯示前 200 大持股（共 2637 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 | 4.04% | -0.66% | -1.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.93% | -0.98% | +10.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.97% | -16.70% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.42% | -0.07% | -13.50% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.32% | -0.35% | +3.07% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.82% | -0.26% | -11.57% | |
| 7 | UNIY | Wt Voya Yld Enh Usd Univ Bnd | ETF-其他 | 1.43% | -0.11% | -2.51% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.39% | +0.14% | +6.27% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | -0.27% | -16.86% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.00% | -0.05% | -12.25% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.04% | -7.93% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.04% | -13.14% | |
| 13 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.79% | -0.11% | -1.25% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | +9.57% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.17% | -0.98% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | -0.48% | +10.44% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.09% | +28.61% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.70% | +33.12% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.64% | +0.27% | -15.14% | |
| 20 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.64% | — | +24.07% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | -11.01% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.61% | +0.12% | +23.79% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.02% | +39.05% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | -0.18% | +6.89% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.32% | -11.17% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.55% | -0.17% | -35.81% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.11% | +91.54% | |
| 28 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 0.52% | -0.02% | — | |
| 29 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 0.51% | — | -16.99% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.23% | -21.16% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | +0.05% | +15.19% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.49% | +0.53% | -10.78% | |
| 33 | MCK | Mckesson CORP | 股票-醫療保健 | 0.49% | -0.35% | +92.34% | |
| 34 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 0.47% | -0.09% | +3.75% | |
| 35 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 0.45% | — | +17.15% | |
| 36 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.45% | -0.06% | -26.41% | |
| 37 | UBER 0 12-15-25債券 | Uber Technologies Inc | 債券 | 0.45% | — | +5.39% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.45% | -0.02% | +18.38% | |
| 39 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.44% | -0.02% | -13.85% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.44% | — | -13.02% | |
| 41 | T | At&t Inc | 股票-通訊服務 | 0.43% | -0.03% | +40.16% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.07% | -0.84% | |
| 43 | CEG | Constellation Energy | 股票-公用事業 | 0.42% | -0.07% | +2.09% | |
| 44 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.41% | — | -1.40% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.41% | -0.03% | +0.32% | |
| 46 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.40% | -0.05% | -1.67% | |
| 47 | MMM | 3m Co | 股票-工業 | 0.40% | -0.03% | +20.40% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.40% | -0.05% | -10.55% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.38% | +0.09% | -0.05% | |
| 50 | DE | Deere & Co | 股票-工業 | 0.38% | -0.07% | +97.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GPN 1.5 03-01-31債券 | Global Payments Inc | +0.5% | NEW | 新建倉 |
| 2 | MCK | Mckesson CORP | +0.3% | +92.34% | 加碼 |
| 3 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | +0.3% | NEW | 新建倉 |
| 4 | KKR 6.25 03-01-28 D債券 | Kkr & Co Inc | +0.3% | NEW | 新建倉 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +6.27% | 加碼 |
| 6 | DE | Deere & Co | +0.2% | +97.09% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.2% | +91.54% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.2% | +23.79% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +33.12% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +39.05% | 加碼 |
| 11 | KVUE | Kenvue Inc | +0.2% | +131.31% | 加碼 |
| 12 | T | At&t Inc | +0.2% | +40.16% | 加碼 |
| 13 | AAPL | Apple Inc | +0.2% | +10.84% | 加碼 |
| 14 | XLV | Ss Health Care Select Sector | +0.2% | NEW | 新建倉 |
| 15 | WM | Waste Management Inc | +0.2% | +738.17% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.2% | +9.57% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +3.07% | 加碼 |
| 18 | CTAS | Cintas CORP | +0.2% | +516.80% | 加碼 |
| 19 | WMT | Walmart Inc | +0.2% | +28.61% | 加碼 |
| 20 | OKTA | Okta Inc | +0.2% | +243.48% | 加碼 |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +18.38% | 加碼 |
| 22 | PGR | Progressive CORP | +0.1% | +138.16% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +10.44% | 加碼 |
| 24 | WMB | Williams Cos Inc | +0.1% | +275.66% | 加碼 |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +104.16% | 加碼 |
| 26 | JD | Jd.com Inc-adr | +0.1% | +63.82% | 加碼 |
| 27 | MMM | 3m Co | +0.1% | +20.40% | 加碼 |
| 28 | IRTC 1.5 09-01-29債券 | Irhythm Holdings Inc | +0.1% | NEW | 新建倉 |
| 29 | CLS | Celestica Inc | +0.1% | +362.81% | 加碼 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +637.11% | 加碼 |
| 31 | ADI | Analog Devices Inc | +0.1% | +211.90% | 加碼 |
| 32 | WELL | Welltower Inc | +0.1% | +27.78% | 加碼 |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | +6.89% | 加碼 |
| 34 | BB | Blackberry LTD | +0.1% | NEW | 新建倉 |
| 35 | AIG | American International Group | +0.1% | +347.63% | 加碼 |
| 36 | ICE | Intercontinental Exchange In | +0.1% | +12.40% | 加碼 |
| 37 | AON | Aon plc | +0.1% | +23.27% | 加碼 |
| 38 | PM | Philip Morris International | +0.1% | +20.39% | 加碼 |
| 39 | COF | Capital One Financial CORP | +0.1% | +80.65% | 加碼 |
| 40 | KLAC | Kla CORP | +0.1% | +133.11% | 加碼 |
| 41 | NET 0 08-15-26債券 | Cloudflare Inc | +0.1% | +44.35% | 加碼 |
| 42 | ECL | Ecolab Inc | +0.1% | +43.23% | 加碼 |
| 43 | SYK | Stryker CORP | +0.1% | +22.59% | 加碼 |
| 44 | ACI | Albertsons Cos Inc - Class A | +0.1% | +6541.49% | 加碼 |
| 45 | ANET | Arista Networks Inc | +0.1% | +102.12% | 加碼 |
| 46 | KO | Coca-cola Co/the | +0.1% | +20.55% | 加碼 |
| 47 | COST | Costco Wholesale CORP | +0.1% | +16.68% | 加碼 |
| 48 | TEAM | Atlassian Corp-cl A | +0.1% | +24.07% | 加碼 |
| 49 | GDDY | Godaddy Inc - Class A | +0.1% | +102.83% | 加碼 |
| 50 | AMGN | Amgen Inc | +0.1% | +30.25% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Voya Investment Management LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1156.3億，共申報了 2637 個公開持股部位。
在 Q1 2025 季度，Voya Investment Management LLC 按市值排列的前三大核心持股分別為：NVDA (4.0%)、AAPL (3.9%)、MSFT (3.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.0% 的權重。
在 Q1 2025 季度中，Voya Investment Management LLC 共進行了 199 項持倉異動，包含新建倉 14 個部位、加碼 81 個部位、減碼 93 個部位以及清倉 11 個部位。 其中最大新建倉標的為 GPN 1.5 03-01-31。 本季清倉部位包含 APO 6.75 07-31-26。
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。
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。
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。