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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001316507
申报总市值
US$300.7亿
US$300.7亿
885 檔
18.7%
Q3 2025 季度申报显示，Calamos Advisors LLC 披露的美股组合总市值为 US$300.7亿，涵盖 885 个不同之权益投资仓位。
Calamos Advisors LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 44 个全新仓位及加仓 63 档持股的同时，亦同步清仓 35 档并减仓 57 档标的。
在资产配置集中度方面，Calamos Advisors LLC 的前 5 大核心持股（包含 NVDA, SPY, MSFT 等）合计占整体申报市值的 18.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BABA 0.5 06-01-31
市值: US$4.2亿
本季最大获利了结 / 清仓标的
PANW 0.375 06-01-25
前期市值: US$3.8亿
仅显示前 200 大持股（共 885 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 | NVDA | Nvidia CORP | 股票-科技 | 5.18% | -0.37% | -2.65% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.65% | -1.17% | -17.45% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.46% | -0.60% | +4.72% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.84% | -0.40% | -1.47% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.61% | -0.14% | -3.78% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.02% | -0.20% | -4.79% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.91% | -0.68% | +91.37% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.25% | +0.21% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | -0.08% | +0.68% | |
| 10 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | 债券 | 1.54% | -0.19% | -9.30% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.33% | -0.06% | +5.27% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | -0.14% | -11.88% | |
| 13 | WDC 3 11-15-28债券 | Western Digital CORP | 债券 | 0.93% | +1.33% | -0.04% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | -0.07% | -0.94% | |
| 15 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.88% | -0.04% | -0.16% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.07% | -0.33% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | +0.05% | +0.01% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.79% | -0.25% | +0.88% | |
| 19 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 0.79% | — | +24.09% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.12% | -1.53% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.03% | -13.94% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.17% | -5.02% | |
| 23 | STX 3.5 06-01-28债券 | Seagate Hdd Cayman | 债券 | 0.59% | +0.09% | -6.95% | |
| 24 | SO 4.5 06-15-27债券 | Southern Co | 债券 | 0.58% | — | +10.80% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | -0.09% | -1.77% | |
| 26 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.53% | +0.29% | +11.78% | |
| 27 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 0.52% | -0.03% | +0.05% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.03% | +0.21% | |
| 29 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 0.51% | -0.02% | +3.42% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.04% | -14.92% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.25% | -5.86% | |
| 32 | W 3.5 11-15-28债券 | Wayfair Inc | 债券 | 0.49% | -0.36% | EXIT | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.49% | +0.05% | +6.76% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -0.13% | +4.25% | |
| 35 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 0.45% | — | — | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.12% | +11.90% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | +0.02% | -14.17% | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.42% | -0.04% | +0.60% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.42% | -0.07% | +8.14% | |
| 40 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | 债券 | 0.41% | -0.01% | +18.37% | |
| 41 | MSTR 0.625 03-15-30债券 | Strategy Inc | 债券 | 0.40% | -0.04% | -0.01% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.39% | -0.04% | -8.07% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.38% | -0.04% | -12.78% | |
| 44 | AXON 0.5 12-15-27债券 | Axon Enterprise Inc | 债券 | 0.38% | — | -13.62% | |
| 45 | SNOW 0 10-01-29债券 | Snowflake Inc | 债券 | 0.37% | +0.21% | — | |
| 46 | APO 6.75 07-31-26债券 | Apollo Global Management | 债券 | 0.37% | — | -0.09% | |
| 47 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 0.37% | -0.31% | EXIT | |
| 48 | MCHP 7.5 03-15-28债券 | Microchip Technology Inc | 债券 | 0.37% | -0.01% | +0.06% | |
| 49 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 0.37% | +0.12% | -0.06% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.20% | +54.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -2.65% | 减仓 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1% | +91.37% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +4.72% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.7% | +0.68% | 减仓 |
| 5 | WDC 3 11-15-28债券 | Western Digital CORP | +0.5% | -0.04% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.4% | +5.27% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.79% | 减仓 |
| 8 | STX 3.5 06-01-28债券 | Seagate Hdd Cayman | +0.3% | -6.95% | 减仓 |
| 9 | ORCL | Oracle CORP | +0.2% | -13.94% | 减仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +4.25% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +0.01% | 加仓 |
| 12 | BE 3 06-01-28债券 | Bloom Energy CORP | +0.2% | -20.20% | 减仓 |
| 13 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.2% | +11.78% | 加仓 |
| 14 | EEM | Ishares Msci Emerging Market | +0.2% | +685.94% | 加仓 |
| 15 | W 3.5 11-15-28债券 | Wayfair Inc | +0.2% | -12.85% | 减仓 |
| 16 | GEV | GE Vernova Inc | +0.2% | -0.10% | 加仓 |
| 17 | SPOT 0 03-15-26债券 | Spotify USA Inc | +0.1% | +24.09% | 加仓 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +274.18% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +0.21% | 减仓 |
| 20 | BKNG | Booking Holdings Inc | +0.1% | +0.20% | 加仓 |
| 21 | NSC | Norfolk Southern CORP | +0.1% | +10.47% | 加仓 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +6.76% | 加仓 |
| 23 | MCHP 7.5 03-15-28债券 | Microchip Technology Inc | +0.1% | +0.06% | 加仓 |
| 24 | NEE | Nextera Energy Inc | +0.1% | +153.16% | 加仓 |
| 25 | KKR 6.25 03-01-28 D债券 | Kkr & Co Inc | +0.1% | +18.37% | 加仓 |
| 26 | UBER | Uber Technologies Inc | +0.1% | +20.50% | 加仓 |
| 27 | SMCI 3.5 03-01-29债券 | Super Micro Computer Inc | +0.1% | +22.22% | 加仓 |
| 28 | KEL | Kellanova | +0.1% | -16.91% | 加仓 |
| 29 | MU | Micron Technology Inc | +0.1% | +0.14% | 加仓 |
| 30 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | +0.1% | +57.21% | 加仓 |
| 31 | PWR | Quanta Services Inc | +0.1% | +17.10% | 加仓 |
| 32 | FLR 1.125 08-15-29债券 | Fluor CORP | +0.1% | -8.46% | 加仓 |
| 33 | PCG 4.25 12-01-27债券 | Pg&e CORP | +0.1% | — | 加仓 |
| 34 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +484.10% | 加仓 |
| 35 | XYZ 0 05-01-26债券 | Block Inc | +0.1% | — | 加仓 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | -0.33% | 减仓 |
| 37 | NFLX | Netflix Inc | +0.1% | +0.88% | 加仓 |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | +44.81% | 加仓 |
| 39 | INTU | Intuit Inc | +0.1% | +4.24% | 加仓 |
| 40 | UNP | Union Pacific CORP | +0.1% | +53.35% | 加仓 |
| 41 | TXN | Texas Instruments Inc | +0.1% | +99.32% | 加仓 |
| 42 | SPOT | Spotify Technology S.A. | +0.1% | +48.14% | 加仓 |
| 43 | ANET | Arista Networks Inc | +0.1% | -26.86% | 加仓 |
| 44 | SHOP | Shopify Inc - Class A | +0.1% | +500.91% | 加仓 |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +0.29% | 加仓 |
| 46 | AMD | Advanced Micro Devices | +0.1% | +15.16% | 加仓 |
| 47 | DASH | Doordash Inc - A | +0.1% | +15.70% | 加仓 |
| 48 | LRCX | Lam Research CORP | +0.1% | +0.25% | 加仓 |
| 49 | APP | Applovin Corp-class A | +0.1% | +138.51% | 加仓 |
| 50 | MS | Morgan Stanley | +0.1% | -0.99% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Calamos Advisors LLC 在 Q3 2025 季度的美股持仓总市值约为 US$300.7亿，共申报了 885 个公开持股仓位。
在 Q3 2025 季度，Calamos Advisors LLC 按市值排列的前三大核心持股分别为：NVDA (5.2%)、SPY (4.7%)、MSFT (4.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.2% 的权重。
在 Q3 2025 季度中，Calamos Advisors LLC 共进行了 199 项持仓异动，包含新建仓 44 个仓位、加仓 63 个仓位、减仓 57 个仓位以及清仓 35 个仓位。 其中最大新建仓标的为 BABA 0.5 06-01-31。 本季清仓仓位包含 PANW 0.375 06-01-25。
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。
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。
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。