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: 0001455258
申报总市值
US$33.1亿
US$33.1亿
540 檔
24.2%
截至 Q1 2026 季度末，Calamos Wealth Management LLC 的美股持仓估值约为 US$33.1亿，全数申报仓位共有 540 档。
在 Q1 2026，Calamos Wealth Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 38 个新仓位，并对 76 个既有持股进行加仓（合计增持 114 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Calamos Wealth Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, IVV 等）合计占整体申报市值的 24.2%，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 540 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 | AAPL | Apple Inc | 股票-科技 | 7.16% | -0.07% | +3.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.86% | -0.08% | +1.70% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.82% | -0.06% | +0.35% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.38% | +0.38% | +1.23% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.33% | -0.17% | +1.87% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.48% | +6.47% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.53% | -0.44% | -5.02% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.74% | -0.26% | -0.25% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.43% | -0.04% | +5.43% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | -0.23% | -4.68% | |
| 11 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.06% | -0.15% | +11.43% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.96% | +0.14% | -2.20% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.86% | -0.25% | +15.12% | |
| 14 | CAIE | Calamos Autocallable Inc ETF | ETF-其他 | 1.41% | +0.15% | +70.80% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.38% | -0.18% | +6.67% | |
| 16 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.32% | +0.23% | +8.12% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.29% | +0.07% | +4.02% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | -0.11% | -4.80% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.99% | +0.14% | -15.31% | |
| 20 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.98% | +0.08% | — | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.03% | +2.18% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.91% | -0.46% | +2.38% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.06% | +14.51% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.40% | +18.42% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.84% | +0.80% | -21.34% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.81% | -0.19% | -33.16% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | -0.09% | -2.30% | |
| 28 | SO | Southern Co/the | 股票-公用事业 | 0.74% | -0.11% | +2.33% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.68% | -0.05% | +3.04% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.67% | -0.04% | +2.14% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.06% | +2.18% | |
| 32 | PLD | Prologis Inc | 股票-房地产 | 0.64% | -0.08% | +2.29% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | -0.04% | +9.52% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.58% | +0.17% | +8.15% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.57% | -0.06% | +3.92% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.56% | -0.02% | -12.73% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.18% | +8.32% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.54% | -0.11% | -16.50% | |
| 39 | WM | Waste Management Inc | 股票-工业 | 0.54% | -0.10% | -14.08% | |
| 40 | ANET | Arista Networks Inc | 股票-科技 | 0.53% | -0.03% | +527.23% | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 0.52% | -0.10% | +30.19% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.51% | +0.04% | +2.62% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.50% | -0.02% | -14.35% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.04% | +2.55% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | -0.06% | -13.13% | |
| 46 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.44% | -0.01% | +2.66% | |
| 47 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.43% | — | +2.50% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.43% | -0.13% | +3565.08% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.43% | -0.07% | -24.76% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.42% | -0.04% | -0.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAIE | Calamos Autocallable Inc ETF | +0.5% | +70.80% | 加仓 |
| 2 | ANET | Arista Networks Inc | +0.4% | +527.23% | 加仓 |
| 3 | ISRG | Intuitive Surgical Inc | +0.4% | +3565.08% | 加仓 |
| 4 | TXN | Texas Instruments Inc | +0.4% | +4034.36% | 加仓 |
| 5 | ETN | Eaton Corporation plc | +0.4% | +3704.28% | 加仓 |
| 6 | CAIQ | Calamos Nasdaq Autocall ETF | +0.3% | +772.02% | 加仓 |
| 7 | CVX | Chevron CORP | +0.3% | +18.42% | 加仓 |
| 8 | UNP | Union Pacific CORP | +0.3% | +947.57% | 加仓 |
| 9 | PEP | Pepsico Inc | +0.3% | +569.97% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.3% | +193.44% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +3053.65% | 加仓 |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +1765.05% | 加仓 |
| 13 | UITB | Victoryshares Core Intermedi | +0.2% | +11.43% | 加仓 |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +5.43% | 加仓 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +62.88% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -4.80% | 减仓 |
| 17 | FESM | Fidelity Enhanced Small Cap | +0.1% | +8.12% | 加仓 |
| 18 | LIN | Linde plc | +0.1% | +3.92% | 加仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.32% | 加仓 |
| 20 | ASML | ASML Holding N.V. | +0.1% | +47.87% | 加仓 |
| 21 | SYK | Stryker CORP | +0.1% | +30.19% | 加仓 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.02% | 加仓 |
| 23 | SO | Southern Co/the | +0.1% | +2.33% | 加仓 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +3.60% | 加仓 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +13.25% | 加仓 |
| 26 | FTI | TechnipFMC plc | +0.1% | +16.45% | 加仓 |
| 27 | ADP | Automatic Data Processing | +0.1% | +698.73% | 加仓 |
| 28 | LRCX | Lam Research CORP | +0.1% | -1.83% | 减仓 |
| 29 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.52% | 加仓 |
| 30 | IVE | Ishares S&p 500 Value ETF | +0.1% | +1.87% | 加仓 |
| 31 | XLE | Ss Energy Select Sector | +0.1% | +185.57% | 加仓 |
| 32 | MAR | Marriott International -cl A | +0.1% | +287.09% | 加仓 |
| 33 | CANQ | Calamos Nasdaq Equity & Inco | 0% | +42.19% | 加仓 |
| 34 | NFLX | Netflix Inc | 0% | +2.38% | 加仓 |
| 35 | RTX | Rtx CORP | 0% | +44.92% | 加仓 |
| 36 | CB | Chubb Limited | 0% | +2.18% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +14.51% | 加仓 |
| 38 | GEV | GE Vernova Inc | 0% | +42.13% | 加仓 |
| 39 | PLD | Prologis Inc | 0% | +2.29% | 加仓 |
| 40 | AGI | Alamos Gold Inc-class A | 0% | +16.41% | 加仓 |
| 41 | EEM | Ishares Msci Emerging Market | 0% | +17.45% | 加仓 |
| 42 | NEE | Nextera Energy Inc | 0% | -4.64% | 减仓 |
| 43 | LMT | Lockheed Martin CORP | 0% | +0.54% | 加仓 |
| 44 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | 0% | +472.78% | 加仓 |
| 45 | MU | Micron Technology Inc | 0% | +16.62% | 加仓 |
| 46 | IX | Orix - Sponsored Adr | 0% | +16.34% | 加仓 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.67% | 加仓 |
| 48 | AMAT | Applied Materials Inc | 0% | -21.34% | 减仓 |
| 49 | KO | Coca-cola Co/the | 0% | +58.29% | 加仓 |
| 50 | SMFG | Sumitomo Mitsui-spons Adr | 0% | +16.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Calamos Wealth Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$33.1亿，共申报了 540 个公开持股仓位。
在 Q1 2026 季度，Calamos Wealth Management LLC 按市值排列的前三大核心持股分别为：AAPL (7.2%)、NVDA (5.9%)、IVV (5.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.2% 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
FENI
市值: US$2859.0万
本季最大获利了结 / 清仓标的
CP
前期市值: US$1133.0万
在 Q1 2026 季度中，Calamos Wealth Management LLC 共进行了 198 项持仓异动，包含新建仓 38 个仓位、加仓 76 个仓位、减仓 64 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 FENI。 本季清仓仓位包含 CP。
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。