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: 0001316507
申报总市值
US$300.7亿
US$300.7亿
874 檔
16.4%
截至 Q4 2024 季度末，Calamos Advisors LLC 的美股持仓估值约为 US$300.7亿，全数申报仓位共有 874 档。
在 Q4 2024，Calamos Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 77 个仓位并完全清仓 37 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Calamos Advisors LLC 的前 5 大核心持股（包含 SPY, AAPL, NVDA 等）合计占整体申报市值的 16.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 874 只）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.64% | -1.17% | +54.56% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.52% | -0.40% | +0.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.35% | -0.37% | -3.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | -0.60% | -0.11% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.02% | -0.14% | +1.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.64% | -0.68% | -1.14% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | -0.20% | +3.41% | |
| 8 | PANW 0.375 06-01-25债券 | Palo Alto Networks | 债券 | 1.68% | — | -0.11% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.68% | -0.25% | +1.30% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | -0.08% | +8.78% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.38% | -0.06% | -11.83% | |
| 12 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.08% | -0.04% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.07% | +10.40% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | +0.12% | +1.19% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | +0.05% | -6.92% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.84% | -0.14% | +7.58% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.07% | +3.36% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.71% | +0.19% | +8.57% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 0.65% | -0.25% | +0.09% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.17% | -1.82% | |
| 21 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.63% | — | -0.63% | |
| 22 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 0.61% | — | +55.82% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | -0.03% | +0.16% | |
| 24 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 0.56% | — | +8.30% | |
| 25 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 0.54% | — | -11.58% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.25% | -0.10% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | -0.09% | -3.35% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.04% | — | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.02% | -7.04% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.03% | -8.68% | |
| 31 | AXON 0.5 12-15-27债券 | Axon Enterprise Inc | 债券 | 0.47% | — | +12.90% | |
| 32 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 0.47% | +0.12% | -0.95% | |
| 33 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 0.46% | -0.03% | — | |
| 34 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | 债券 | 0.45% | — | — | |
| 35 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.44% | +0.29% | +83.59% | |
| 36 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.44% | -0.08% | +3.49% | |
| 37 | NOW | Servicenow Inc | 股票-科技 | 0.44% | -0.04% | -8.76% | |
| 38 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.43% | -0.02% | -0.44% | |
| 39 | BKNG 0.75 05-01-25债券 | Booking Holdings Inc | 债券 | 0.43% | — | -0.82% | |
| 40 | SEALTD 0.25 09-15-26债券 | Sea LTD | 债券 | 0.42% | -0.01% | — | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.07% | +0.15% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.04% | +20.55% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | -0.08% | -0.15% | |
| 44 | RIVN 4.625 03-15-29债券 | Rivian Auto Inc | 债券 | 0.41% | +0.01% | -6.33% | |
| 45 | LIN | Linde plc | 股票-原材料 | 0.41% | -0.04% | -0.10% | |
| 46 | WDC 3 11-15-28债券 | Western Digital CORP | 债券 | 0.40% | +1.33% | — | |
| 47 | W 3.5 11-15-28债券 | Wayfair Inc | 债券 | 0.38% | -0.36% | EXIT | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | -0.03% | +0.19% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | +0.05% | +5.14% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.36% | -0.07% | -10.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +54.56% | 加仓 |
| 2 | BA 6 10-15-27债券 | Boeing Co/the | +1.1% | NEW | 新建仓 |
| 3 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | +0.5% | NEW | 新建仓 |
| 4 | ARES 6.75 10-01-27 B债券 | Ares Management CORP | +0.5% | NEW | 新建仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | +8.78% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.4% | +1.18% | 加仓 |
| 7 | WDC 3 11-15-28债券 | Western Digital CORP | +0.4% | NEW | 新建仓 |
| 8 | TSLA | Tesla Inc | +0.4% | -11.83% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.41% | 加仓 |
| 10 | SPOT 0 03-15-26债券 | Spotify USA Inc | +0.2% | +55.82% | 加仓 |
| 11 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.2% | +83.59% | 加仓 |
| 12 | PCG 4.25 12-01-27债券 | Pg&e CORP | +0.2% | NEW | 新建仓 |
| 13 | AAPL | Apple Inc | +0.2% | +0.14% | 加仓 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +10.40% | 加仓 |
| 15 | RIVN 3.625 10-15-30债券 | Rivian Auto Inc | +0.2% | NEW | 新建仓 |
| 16 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +1379.11% | 加仓 |
| 17 | AXON 0.5 12-15-27债券 | Axon Enterprise Inc | +0.2% | +12.90% | 加仓 |
| 18 | BERYEUR | Berry Global Group Inc | +0.2% | NEW | 新建仓 |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +162.81% | 加仓 |
| 20 | BKLN | Invesco Senior Loan ETF | +0.1% | +127.42% | 加仓 |
| 21 | APY1EUR | Championx CORP | +0.1% | +470.42% | 加仓 |
| 22 | ALTR 1.75 06-15-27债券 | Altair Engineering Inc | +0.1% | +194.43% | 加仓 |
| 23 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 24 | NVDA | Nvidia CORP | +0.1% | -3.79% | 减仓 |
| 25 | APO 6.75 07-31-26债券 | Apollo Global Management | +0.1% | -0.63% | 减仓 |
| 26 | CRM | Salesforce Inc | +0.1% | +20.55% | 加仓 |
| 27 | ENOV 3.875 10-15-28债券 | Enovis CORP | +0.1% | NEW | 新建仓 |
| 28 | NFLX | Netflix Inc | +0.1% | +0.09% | 加仓 |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.58% | 加仓 |
| 30 | EVRG 4.5 12-15-27债券 | Evergy Inc | +0.1% | NEW | 新建仓 |
| 31 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 32 | PCG 6 12-01-27 A债券 | Pg&e CORP | +0.1% | NEW | 新建仓 |
| 33 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | +0.1% | NEW | 新建仓 |
| 34 | CP | Canadian Pacific Kansas City | +0.1% | +2497.41% | 加仓 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +3.36% | 加仓 |
| 36 | WM | Waste Management Inc | +0.1% | +70.73% | 加仓 |
| 37 | FRPT 3 04-01-28债券 | Freshpet Inc | +0.1% | +110.02% | 加仓 |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | +51.98% | 加仓 |
| 39 | BA | Boeing Co/the | +0.1% | +62.39% | 加仓 |
| 40 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 41 | WFC | Wells Fargo & Co | +0.1% | -3.35% | 减仓 |
| 42 | LRN 1.125 09-01-27债券 | Stride Inc | +0.1% | +20.54% | 加仓 |
| 43 | WK 1.25 08-15-28债券 | Workiva Inc | +0.1% | +63.20% | 加仓 |
| 44 | SNOW | Snowflake Inc | +0.1% | +1169.61% | 加仓 |
| 45 | PFE | Pfizer Inc | +0.1% | +70.17% | 加仓 |
| 46 | AAL | American Airlines Group Inc | +0.1% | +93.83% | 加仓 |
| 47 | NSC | Norfolk Southern CORP | +0.1% | +166.50% | 加仓 |
| 48 | ALB 7.25 03-01-27债券 | Albemarle CORP | +0.1% | +82.10% | 加仓 |
| 49 | FLBL | Franklin Senior Loan ETF | +0.1% | +274.53% | 加仓 |
| 50 | GS | Goldman Sachs Group Inc | +0.1% | +5.14% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Calamos Advisors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$300.7亿，共申报了 874 个公开持股仓位。
在 Q4 2024 季度，Calamos Advisors LLC 按市值排列的前三大核心持股分别为：SPY (4.6%)、AAPL (4.5%)、NVDA (4.3%)。其中最大持股仓位 SPY 占据整体投资组合约 4.6% 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
BA 6 10-15-27
市值: US$2.6亿
本季最大获利了结 / 清仓标的
MDB 0.25 01-15-26
前期市值: US$9043.1万
在 Q4 2024 季度中，Calamos Advisors LLC 共进行了 198 项持仓异动，包含新建仓 26 个仓位、加仓 58 个仓位、减仓 77 个仓位以及清仓 37 个仓位。 其中最大新建仓标的为 BA 6 10-15-27。 本季清仓仓位包含 MDB 0.25 01-15-26。
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。