Aegon Ltd.
AEG- 交易所
- NYSE
- 產業
- Life Insurance
- SEC CIK
- 0000769218
近 90 天，Aegon Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 310 家機構在 13F 申報持有，市值合計 $10.3 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Aegon Ltd. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 291
- 較 2025 年第 4 季 −5 家
- 持有股數
- 1.30 億
- 較 2025 年第 4 季 −3,162 萬 (−19.6%)
- 總市值
- $9.40 億
- 較 2025 年第 4 季 −$3.02 億 (−24.3%)
- 新進機構
- 36
- 另有 110 家加碼
- 清倉機構
- 41
- 另有 84 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AEG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 310 | $10.3 億 |
| 2026 年第 1 季 | 291 | $9.40 億 |
| 2025 年第 4 季 | 300 | $12.4 億 |
| 2025 年第 3 季 | 281 | $15.0 億 |
| 2025 年第 2 季 | 267 | $14.4 億 |
| 2025 年第 1 季 | 256 | $12.6 億 |
| 2024 年第 4 季 | 254 | $10.6 億 |
| 2024 年第 3 季 | 237 | $11.3 億 |
| 2024 年第 2 季 | 235 | $10.7 億 |
| 2024 年第 1 季 | 220 | $10.6 億 |
| 2023 年第 4 季 | 215 | $10.5 億 |
| 2023 年第 3 季 | 181 | $8.81 億 |
| 2023 年第 2 季 | 206 | $9.71 億 |
| 2023 年第 1 季 | 229 | $8.43 億 |
| 2022 年第 4 季 | 228 | $9.98 億 |
| 2022 年第 3 季 | 215 | $7.93 億 |
| 2022 年第 2 季 | 216 | $8.85 億 |
| 2022 年第 1 季 | 206 | $10.7 億 |
| 2021 年第 4 季 | 195 | $8.14 億 |
| 2021 年第 3 季 | 186 | $8.09 億 |
| 2021 年第 2 季 | 189 | $6.41 億 |
| 2021 年第 1 季 | 179 | $7.67 億 |
2026 年第 1 季持有機構
每家機構持有 Aegon Ltd. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 10,784 | $7.83 萬 | 0.00% | +10,784 | 新進 |
| Canopy Partners, LLC | 10,924 | $7.93 萬 | 0.03% | +758+7.5% | 加碼 |
| Baron Wealth Management LLC | 11,236 | $8.16 萬 | 0.02% | +11,236 | 新進 |
| Glenmede Trust Co NA | 11,241 | $8.16 萬 | 0.00% | −75−0.7% | 減碼 |
| Sanctuary Advisors, LLC | 11,295 | $8.20 萬 | 0.00% | +11,295 | 新進 |
| M&T Bank Corp | 11,493 | $8.33 萬 | 0.00% | −1,498−11.5% | 減碼 |
| Wedmont Private Capital | 10,736 | $8.35 萬 | 0.00% | +209+2.0% | 加碼 |
| Keebeck Wealth Management, LLC | 11,513 | $8.36 萬 | 0.01% | +11,513 | 新進 |
| CWM, LLC | 11,651 | $8.46 萬 | 0.00% | −23,764−67.1% | 減碼 |
| Perigon Wealth Management, LLC | 11,787 | $8.56 萬 | 0.00% | +11,787 | 新進 |
| Capital Performance Advisors LLP | 11,871 | $8.62 萬 | 0.01% | +1,508+14.6% | 加碼 |
| Keybank National Association | 12,099 | $8.78 萬 | 0.00% | +12,099 | 新進 |
| Ferguson Wellman Capital Management, Inc | 12,271 | $8.91 萬 | 0.00% | +12,271 | 新進 |
| Argos Wealth Advisors, LLC | 12,436 | $9.03 萬 | 0.03% | 00.0% | 不變 |
| Atria Investments LLC | 12,591 | $9.14 萬 | 0.00% | −39,706−75.9% | 減碼 |
| Stock Yards Bank & Trust Co | 12,849 | $9.33 萬 | 0.00% | 00.0% | 不變 |
| State Street Corp | 13,085 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 13,402 | $9.73 萬 | 0.00% | +2,796+26.4% | 加碼 |
| Axq Capital, LP | 13,433 | $9.75 萬 | 0.01% | +13,433 | 新進 |
| FourThought Financial Partners, LLC | 13,458 | $9.77 萬 | 0.01% | −2,524−15.8% | 減碼 |
| Checchi Capital Advisers, LLC | 13,581 | $9.86 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 13,930 | $10.1 萬 | 0.00% | +13,930 | 新進 |
| EP Wealth Advisors, LLC | 14,182 | $10.3 萬 | 0.00% | +494+3.6% | 加碼 |
| Invesco Ltd. | 14,221 | $10.3 萬 | 0.00% | +14,221 | 新進 |
| Henry James International Management, Inc. | 14,260 | $10.4 萬 | 0.04% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 15,149 | $10.4 萬 | 0.00% | +4,172+38.0% | 加碼 |
| BCJ Capital Management, LLC | 14,416 | $10.5 萬 | 0.01% | +932+6.9% | 加碼 |
| Buckingham Strategic Partners | 14,447 | $10.5 萬 | 0.00% | +1,633+12.7% | 加碼 |
| Franklin Street Advisors Inc | 14,551 | $10.6 萬 | 0.01% | −1,000−6.4% | 減碼 |
| Boit C F David | 14,695 | $10.7 萬 | 0.05% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 14,755 | $10.7 萬 | 0.00% | −1,583−9.7% | 減碼 |
| First Trust Advisors LP | 14,995 | $10.9 萬 | 0.00% | −4,873−24.5% | 減碼 |
| Kathmere Capital Management, LLC | 15,025 | $10.9 萬 | 0.01% | +15,025 | 新進 |
| Dorsey & Whitney Trust CO LLC | 15,550 | $11.3 萬 | 0.01% | −1,049−6.3% | 減碼 |
| Jackson Thornton Asset Management, LLC | 14,359 | $11.3 萬 | 0.01% | +2,625+22.4% | 加碼 |
| May Hill Capital, LLC | 16,146 | $11.7 萬 | 0.03% | +16,146 | 新進 |
| Ronald Blue Trust, Inc. | 16,213 | $11.8 萬 | 0.00% | +1,292+8.7% | 加碼 |
| Summit Trail Advisors, LLC | 16,345 | $11.9 萬 | 0.00% | +16,345 | 新進 |
| Warren Averett Asset Management, LLC | 16,890 | $12.3 萬 | 0.00% | −588−3.4% | 減碼 |
| Evolve Private Wealth, LLC | 16,949 | $12.3 萬 | 0.01% | −5,191−23.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 17,644 | $12.8 萬 | 0.00% | +23+0.1% | 加碼 |
| Principal Street Partners, LLC | 17,940 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 19,055 | $13.8 萬 | 0.00% | +6,151+47.7% | 加碼 |
| Vise Technologies, Inc. | 18,603 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 19,912 | $14.5 萬 | 0.00% | +1,196+6.4% | 加碼 |
| Yousif Capital Management, LLC | 20,045 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 20,284 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 20,437 | $14.8 萬 | 0.00% | −11,971−36.9% | 減碼 |
| Sage Rhino Capital LLC | 20,790 | $15.1 萬 | 0.03% | −171−0.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 20,797 | $15.1 萬 | 0.00% | +6,012+40.7% | 加碼 |
| Dynasty Wealth Management, LLC | 20,846 | $15.1 萬 | 0.00% | +6,699+47.4% | 加碼 |
| Central Pacific Bank - Trust Division | 21,500 | $15.6 萬 | 0.02% | −7,300−25.3% | 減碼 |
| Gotham Asset Management, LLC | 21,727 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 21,982 | $16.0 萬 | 0.00% | +2,142+10.8% | 加碼 |
| Viewpoint Investment Partners Corp | 30,100 | $16.0 萬 | 0.07% | +10,500+53.6% | 加碼 |
| Savant Capital, LLC | 23,791 | $17.3 萬 | 0.00% | +5,264+28.4% | 加碼 |
| Brinker Capital Investments, LLC | 23,962 | $17.4 萬 | 0.00% | −706−2.9% | 減碼 |
| PDS Planning, Inc | 24,050 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 24,719 | $17.9 萬 | 0.00% | +11,952+93.6% | 加碼 |
| Scientech Research LLC | 24,767 | $18.0 萬 | 0.15% | −4,857−16.4% | 減碼 |
| Captrust Financial Advisors | 25,768 | $18.7 萬 | 0.00% | +7,135+38.3% | 加碼 |
| Private Advisor Group, LLC | 26,380 | $19.2 萬 | 0.00% | +2,683+11.3% | 加碼 |
| Cetera Investment Advisers | 26,445 | $19.2 萬 | 0.00% | −36,058−57.7% | 減碼 |
| Cary Street Partners Financial LLC | 26,988 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 27,082 | $19.7 萬 | 0.04% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 27,905 | $20.3 萬 | 0.00% | +23,671+559.1% | 加碼 |
| NFP Retirement, Inc. | 27,938 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 29,216 | $21.2 萬 | 0.00% | −3,178−9.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 29,285 | $21.4 萬 | 0.00% | +2,379+8.8% | 加碼 |
| Impact Investors, Inc | 30,249 | $22.0 萬 | 0.15% | +30,249 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 29,845 | $22.0 萬 | 0.00% | −43,588−59.4% | 減碼 |
| Advisor Group Holdings, Inc. | 32,135 | $23.3 萬 | 0.00% | +3,449+12.0% | 加碼 |
| Franklin Resources Inc | 32,163 | $23.4 萬 | 0.00% | −4,061−11.2% | 減碼 |
| Smartleaf Asset Management LLC | 34,224 | $23.7 萬 | 0.01% | +723+2.2% | 加碼 |
| Ellevest, Inc. | 33,186 | $24.1 萬 | 0.03% | −2,704−7.5% | 減碼 |
| CIBC Bancorp USA Inc. | 33,212 | $24.1 萬 | 0.00% | +33,212 | 新進 |
| Rockefeller Capital Management L.P. | 33,229 | $24.1 萬 | 0.00% | +29,381+763.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 33,345 | $24.2 萬 | 0.01% | −110.0% | 減碼 |
| Stifel Financial Corp | 34,166 | $24.8 萬 | 0.00% | −64,692−65.4% | 減碼 |
| TCG Advisory Services, LLC | 35,074 | $25.5 萬 | 0.01% | +23,714+208.8% | 加碼 |
| Two Sigma Securities, LLC | 35,510 | $25.8 萬 | 0.03% | −9,150−20.5% | 減碼 |
| Graham Capital Management, L.P. | 35,669 | $25.9 萬 | 0.01% | −22,964−39.2% | 減碼 |
| Ar Asset Management Inc | 36,691 | $26.6 萬 | 0.05% | 00.0% | 不變 |
| Lloyd Advisory Services, LLC. | 37,832 | $27.5 萬 | 0.08% | +37,832 | 新進 |
| Kingdom Financial Group LLC. | 37,832 | $27.5 萬 | 0.08% | +37,832 | 新進 |
| Jackson Square Capital, LLC | 40,482 | $29.4 萬 | 0.06% | −2,007−4.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 41,177 | $29.9 萬 | 0.00% | −146−0.4% | 減碼 |
| QRG Capital Management, Inc. | 41,744 | $30.3 萬 | 0.00% | +6,423+18.2% | 加碼 |
| Clearstead Advisors, LLC | 45,710 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 47,432 | $34.4 萬 | 0.02% | +29,005+157.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 51,186 | $37.2 萬 | 0.00% | +17,740+53.0% | 加碼 |
| RSM US Wealth Management LLC | 52,106 | $37.8 萬 | 0.00% | −4,718−8.3% | 減碼 |
| Ballentine Partners, LLC | 53,818 | $39.1 萬 | 0.01% | −3,118−5.5% | 減碼 |
| Highland Capital Management, LLC | 54,227 | $39.4 萬 | 0.02% | −200−0.4% | 減碼 |
| Lester Murray Antman dba SimplyRich | 56,361 | $40.9 萬 | 0.10% | −54,725−49.3% | 減碼 |
| Ritholtz Wealth Management | 56,561 | $41.1 萬 | 0.01% | −5,926−9.5% | 減碼 |
| Versant Capital Management, Inc | 56,634 | $41.1 萬 | 0.04% | +10,911+23.9% | 加碼 |
| Miller Investment Management, LP | 57,015 | $41.4 萬 | 0.04% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 58,572 | $42.5 萬 | 0.08% | +10,167+21.0% | 加碼 |
| Factory Mutual Insurance Co | 59,398 | $43.1 萬 | 0.00% | −110,000−64.9% | 減碼 |