13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001728201
申报总市值
US$64.3亿
US$64.3亿
102 檔
20.6%
截至 Q1 2026 季度末，Aequim Alternative Investments LP 的美股持仓估值约为 US$64.3亿，全数申报仓位共有 102 档。
在 Q1 2026，Aequim Alternative Investments LP 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 27 个既有持股进行加仓（合计增持 49 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Aequim Alternative Investments LP 的前 5 大核心持股（包含 WDC 3 11-15-28, BABA 0.5 06-01-31, ECHO 3.875 11-30-30 等）合计占整体申报市值的 20.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WDC 3 11-15-28债券 | Western Digital CORP | 债券 | 7.71% | +8.19% | +94.74% | |
| 2 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | 债券 | 4.89% | -1.22% | — | |
| 3 | ECHO 3.875 11-30-30债券 | Echostar CORP | 债券 | 4.78% | -1.43% | +181.63% | |
| 4 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 4.38% | +2.99% | +7.03% | |
| 5 | STX 3.5 06-01-28债券 | Seagate Hdd Cayman | 债券 | 3.99% | -3.99% | EXIT | |
| 6 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 3.51% | -0.55% | — | |
| 7 | SNOW 0 10-01-27债券 | Snowflake Inc | 债券 | 3.36% | -0.26% | — | |
| 8 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 3.15% | -3.15% | EXIT | |
| 9 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | 债券 | 2.96% | -0.36% | — | |
| 10 | RIVN 3.625 10-15-30债券 | Rivian Auto Inc | 债券 | 2.89% | -0.32% | +4.38% | |
| 11 | TXNM 5.75 06-01-54债券 | Txnm Energy Inc | 债券 | 2.84% | -0.35% | — | |
| 12 | BRKR 6.375 09-01-28债券 | Bruker CORP | 债券 | 2.79% | +1.23% | +33.69% | |
| 13 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 2.47% | -0.46% | — | |
| 14 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 2.14% | -2.14% | EXIT | |
| 15 | ORCL 6.5 01-15-29 D债券 | Oracle CORP | 债券 | 2.00% | +0.86% | — | |
| 16 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | 债券 | 1.89% | -1.89% | EXIT | |
| 17 | PCG 6 12-01-27 A债券 | Pg&e CORP | 债券 | 1.83% | -0.42% | +10.00% | |
| 18 | ALB 7.25 03-01-27债券 | Albemarle CORP | 债券 | 1.81% | +0.10% | — | |
| 19 | TCOM 0.75 06-15-29债券 | Trip.com Group LTD | 债券 | 1.81% | -0.66% | -13.04% | |
| 20 | UGI 5 06-01-28债券 | Ugi CORP | 债券 | 1.77% | -0.94% | -10.34% | |
| 21 | IDCC 3.5 06-01-27债券 | Interdigital Inc | 债券 | 1.69% | -0.42% | — | |
| 22 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 1.61% | -1.61% | EXIT | |
| 23 | GVA 3.25 06-15-30债券 | Granite Construction Inc | 债券 | 1.60% | -0.43% | +42.86% | |
| 24 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | 债券 | 1.58% | -0.31% | — | |
| 25 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 1.54% | -0.34% | — | |
| 26 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 1.54% | -0.33% | -6.67% | |
| 27 | ETSY 0.125 10-01-26债券 | Etsy Inc | 债券 | 1.52% | +0.03% | — | |
| 28 | GH 1.25 02-15-31债券 | Guardant Health Inc | 债券 | 1.39% | +0.08% | +6.24% | |
| 29 | LYV 3.125 01-15-29债券 | Live Nation Entertainmen | 债券 | 1.33% | +0.68% | +12.99% | |
| 30 | ITGR 1.875 03-15-30债券 | Integer Holdings CORP | 债券 | 1.26% | -0.20% | — | |
| 31 | PCG 4.25 12-01-27债券 | Pg&e CORP | 债券 | 1.23% | -0.26% | — | |
| 32 | U 0 03-15-30债券 | Unity Software Inc | 债券 | 1.16% | -0.19% | — | |
| 33 | MCHP 7.5 03-15-28债券 | Microchip Technology Inc | 债券 | 1.16% | +0.87% | — | |
| 34 | NEE 7.375 02-15-29债券 | Nextera Energy Inc | 债券 | 1.08% | -0.04% | — | |
| 35 | GWRE 1.25 11-01-29债券 | Guidewire Software Inc | 债券 | 1.06% | -0.09% | -13.76% | |
| 36 | NOVT 6.5 11-01-28债券 | Novanta Inc | 债券 | 1.04% | +0.45% | +42.86% | |
| 37 | ITRI 1.375 07-15-30债券 | Itron Inc | 债券 | 0.98% | -0.05% | — | |
| 38 | JAZZ 3.125 09-15-30债券 | Jazz Investments I LTD | 债券 | 0.96% | -0.30% | +75.00% | |
| 39 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.79% | +0.11% | — | |
| 40 | BSY 0.375 07-01-27债券 | Bentley Systems | 债券 | 0.78% | -0.12% | +102.38% | |
| 41 | MIRM 4 05-01-29债券 | Mirum Pharmaceuticals | 债券 | 0.70% | -0.55% | +100.00% | |
| 42 | PRGS 1 04-15-26债券 | Progress Software CORP | 债券 | 0.58% | -0.58% | EXIT | |
| 43 | SMCI 2.25 07-15-28债券 | Super Micro Computer Inc | 债券 | 0.51% | -0.51% | EXIT | |
| 44 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.49% | -0.11% | -4.44% | |
| 45 | WHR 8.5 02-15-29 A债券 | Whirlpool CORP | 债券 | 0.48% | +0.48% | — | |
| 46 | VRNS 1 09-15-29债券 | Varonis System Inc | 债券 | 0.47% | -0.05% | +175.00% | |
| 47 | ALHC 4.25 11-15-29债券 | Alignment Healthcare | 债券 | 0.41% | -0.01% | — | |
| 48 | PPL 7 02-15-29债券 | Ppl Corporation | 债券 | 0.40% | +0.10% | — | |
| 49 | EA | Electronic Arts Inc | 股票-通信服务 | 0.39% | -0.07% | +43.22% | |
| 50 | MKSI | Mks Inc | 股票-科技 | 0.38% | +0.25% | +198.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WDC 3 11-15-28债券 | Western Digital CORP | +5.1% | +94.74% | 加仓 |
| 2 | ECHO 3.875 11-30-30债券 | Echostar CORP | +3.2% | +181.63% | 加仓 |
| 3 | GVA 3.25 06-15-30债券 | Granite Construction Inc | +0.5% | +42.86% | 加仓 |
| 4 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | +0.5% | +17.24% | 加仓 |
| 5 | JAZZ 3.125 09-15-30债券 | Jazz Investments I LTD | +0.4% | +75.00% | 加仓 |
| 6 | BSY 0.375 07-01-27债券 | Bentley Systems | +0.4% | +102.38% | 加仓 |
| 7 | MIRM 4 05-01-29债券 | Mirum Pharmaceuticals | +0.4% | +100.00% | 加仓 |
| 8 | VTR 3.75 06-01-26债券 | Ventas Realty LP | +0.4% | +9.20% | 加仓 |
| 9 | MKSI | Mks Inc | +0.3% | +198.94% | 加仓 |
| 10 | VRNS 1 09-15-29债券 | Varonis System Inc | +0.3% | +175.00% | 加仓 |
| 11 | EVRG 4.5 12-15-27债券 | Evergy Inc | +0.3% | — | 不变 |
| 12 | NOVT 6.5 11-01-28债券 | Novanta Inc | +0.3% | +42.86% | 加仓 |
| 13 | IREN 3.25 06-15-30债券 | Iren LTD | +0.3% | +571.30% | 加仓 |
| 14 | PCG 6 12-01-27 A债券 | Pg&e CORP | +0.2% | +10.00% | 加仓 |
| 15 | CRWV | Coreweave Inc-cl A | +0.2% | +155.60% | 加仓 |
| 16 | LYV 3.125 01-15-29债券 | Live Nation Entertainmen | +0.2% | +12.99% | 加仓 |
| 17 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | +0.2% | — | 不变 |
| 18 | SO | Southern Co/the | +0.1% | +275.79% | 加仓 |
| 19 | ETSY | Etsy Inc | +0.1% | +465.21% | 加仓 |
| 20 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | +0.1% | — | 不变 |
| 21 | EA | Electronic Arts Inc | +0.1% | +43.22% | 加仓 |
| 22 | RWT 7.75 06-15-27债券 | Redwood Trust Inc | +0.1% | +129.41% | 加仓 |
| 23 | DUK 4.125 04-15-26债券 | Duke Energy CORP | +0.1% | — | 不变 |
| 24 | BRKR 6.375 09-01-28债券 | Bruker CORP | +0.1% | +33.69% | 加仓 |
| 25 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.1% | +7.03% | 加仓 |
| 26 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | +0.1% | — | 不变 |
| 27 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | +0.1% | — | 不变 |
| 28 | SIRI | Sirius Xm Holdings Inc | +0.1% | +34.12% | 加仓 |
| 29 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | +0.1% | — | 不变 |
| 30 | FLR | Fluor CORP | 0% | — | 不变 |
| 31 | AWK 3.625 06-15-26债券 | American Water Capital C | 0% | +3.99% | 加仓 |
| 32 | NTNX | Nutanix Inc - A | 0% | +50.13% | 加仓 |
| 33 | CAKE | Cheesecake Factory Inc/the | 0% | — | 不变 |
| 34 | FE 4 05-01-26债券 | Firstenergy CORP | 0% | — | 不变 |
| 35 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | — | -4.44% | 减仓 |
| 36 | CORZW | Core Scientific Inc - 27 | — | — | 不变 |
| 37 | LPSN | Liveperson Inc | — | — | 不变 |
| 38 | NWL | Newell Brands Inc | — | — | 不变 |
| 39 | BAX | Baxter International Inc | — | — | 不变 |
| 40 | ENPH 0 03-01-28债券 | Enphase Energy Inc | — | — | 不变 |
| 41 | OMF | Onemain Holdings Inc | — | — | 不变 |
| 42 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | — | — | 不变 |
| 43 | ADNT | Adient plc | — | — | 不变 |
| 44 | EPR 9 PERP E债券 | Epr Properties | — | — | 不变 |
| 45 | ETSY 0.25 06-15-28债券 | Etsy Inc | — | — | 不变 |
| 46 | ASTLW | Algoma Steel Group Inc -cw26 | — | — | 不变 |
| 47 | RPAY | Repay Holdings CORP | 0% | — | 不变 |
| 48 | PSN | Parsons CORP | 0% | — | 不变 |
| 49 | NWSA | News CORP - Class A | 0% | — | 不变 |
| 50 | EPR 5.75 PERP C债券 | Epr Properties | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Aequim Alternative Investments LP 在 Q1 2026 季度的美股持仓总市值约为 US$64.3亿，共申报了 102 个公开持股仓位。
在 Q1 2026 季度，Aequim Alternative Investments LP 按市值排列的前三大核心持股分别为：WDC 3 11-15-28 (7.7%)、BABA 0.5 06-01-31 (4.9%)、ECHO 3.875 11-30-30 (4.8%)。其中最大持股仓位 WDC 3 11-15-28 占据整体投资组合约 7.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ORCL 6.5 01-15-29 D
市值: US$1.0亿
本季最大获利了结 / 清仓标的
F 0 03-15-26
前期市值: US$1.8亿
在 Q1 2026 季度中，Aequim Alternative Investments LP 共进行了 81 项持仓异动，包含新建仓 22 个仓位、加仓 27 个仓位、减仓 9 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 ORCL 6.5 01-15-29 D。 本季清仓仓位包含 F 0 03-15-26。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。