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: 0001011443
申报总市值
US$102.9亿
US$102.9亿
125 檔
187.6%
Q1 2024 季度申报显示，Hbk Investments L P 披露的美股组合总市值为 US$102.9亿，涵盖 125 个不同之权益投资仓位。
在 Q1 2024，Hbk Investments L P 展现出较为审慎的避险与获利了结姿态。本季共减仓 13 个仓位并完全清仓 16 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，Hbk Investments L P 的前 5 大核心持股（包含 SPY, IWM, HES 等）合计占整体申报市值的 187.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 74.97% | +3.65% | -8.45% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 9.11% | -0.15% | +447.68% | |
| 3 | HES | Hess CORP | 股票-其他 | 6.04% | — | — | |
| 4 | UPS | United Parcel Service-cl B | 股票-工业 | 0.96% | — | -17.59% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | — | +1.70% | |
| 6 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.49% | — | — | |
| 7 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.41% | — | +76.85% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.06% | +43.29% | |
| 9 | COIN 0.5 06-01-26债券 | Coinbase Global Inc | 债券 | 0.37% | — | — | |
| 10 | SNPS | Synopsys Inc | 股票-科技 | 0.32% | — | +73.53% | |
| 11 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.31% | — | +1116.94% | |
| 12 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.31% | — | +10.74% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 0.28% | — | +19.18% | |
| 14 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 0.24% | — | +9.81% | |
| 15 | JETS | US Global Jets ETF | ETF-其他 | 0.23% | -0.04% | EXIT | |
| 16 | TWO 6.25 01-15-26债券 | Two Harbors Inv CORP | 债券 | 0.21% | — | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.21% | -0.10% | EXIT | |
| 18 | FRPT 3 04-01-28债券 | Freshpet Inc | 债券 | 0.20% | +0.03% | — | |
| 19 | NTRA 2.25 05-01-27债券 | Natera Inc | 债券 | 0.19% | — | — | |
| 20 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.17% | — | +138.60% | |
| 21 | PAR 1.5 10-15-27债券 | Par Technology CORP | 债券 | 0.15% | — | +7.92% | |
| 22 | CNK | Cinemark Holdings Inc | 股票-其他 | 0.14% | -0.16% | -40.99% | |
| 23 | SNA | Snap-on Inc | 股票-工业 | 0.14% | — | -41.24% | |
| 24 | PI 1.125 05-15-27债券 | Impinj Inc | 债券 | 0.12% | — | +12.90% | |
| 25 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.12% | — | — | |
| 26 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 0.11% | — | +14.37% | |
| 27 | TRIP 0.25 04-01-26债券 | Tripadvisor Inc | 债券 | 0.11% | — | -5.89% | |
| 28 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 0.10% | — | +13.24% | |
| 29 | WELL | Welltower Inc | 股票-房地产 | 0.10% | -0.14% | EXIT | |
| 30 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.10% | — | — | |
| 31 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.10% | — | +254.34% | |
| 32 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 0.09% | -0.08% | — | |
| 33 | TRIP | Tripadvisor Inc | 股票-其他 | 0.09% | -0.12% | -61.94% | |
| 34 | GKOS 2.75 06-15-27债券 | Glaukos CORP | 债券 | 0.09% | — | — | |
| 35 | PFSI | Pennymac Financial Services | 股票-其他 | 0.09% | — | — | |
| 36 | VAC 3.25 12-15-27债券 | Marriott Vacation Worldw | 债券 | 0.08% | — | -21.28% | |
| 37 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.07% | — | +650.00% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.07% | — | — | |
| 39 | AY 4 07-15-25债券 | Atlantica Jersey LTD | 债券 | 0.07% | — | +65.34% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.07% | -0.03% | — | |
| 41 | 22941EUR | Liberty Media Corp-cl A New | 股票-其他 | 0.07% | — | -18.27% | |
| 42 | NWSA | News CORP - Class A | 股票-通信服务 | 0.06% | -0.01% | -17.73% | |
| 43 | BL 0 03-15-26债券 | Blackline Inc | 债券 | 0.06% | — | +54.37% | |
| 44 | EXAS 0.375 03-01-28债券 | Exact Sciences CORP | 债券 | 0.06% | — | -32.52% | |
| 45 | RITM | Rithm Capital CORP | 股票-房地产 | 0.06% | — | -58.43% | |
| 46 | KEYS | Keysight Technologies In | 股票-科技 | 0.06% | — | — | |
| 47 | 6PM | Paramount Group Inc | 股票-其他 | 0.06% | — | +40.73% | |
| 48 | EXAS 0.375 03-15-27债券 | Exact Sciences CORP | 债券 | 0.06% | — | +121.82% | |
| 49 | QDEL | Quidelortho CORP | 股票-其他 | 0.05% | — | — | |
| 50 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.05% | — | -62.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +7.3% | +447.68% | 加仓 |
| 2 | HES | Hess CORP | +6% | NEW | 新建仓 |
| 3 | FBTC | Fidelity Wise Origin Bitcoin | +0.5% | NEW | 新建仓 |
| 4 | COIN 0.5 06-01-26债券 | Coinbase Global Inc | +0.4% | NEW | 新建仓 |
| 5 | ELV | Elevance Health Inc | +0.3% | +1116.94% | 加仓 |
| 6 | DASH | Doordash Inc - A | +0.2% | +76.85% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | 新建仓 |
| 8 | FRPT 3 04-01-28债券 | Freshpet Inc | +0.2% | NEW | 新建仓 |
| 9 | NTRA 2.25 05-01-27债券 | Natera Inc | +0.2% | NEW | 新建仓 |
| 10 | SNPS | Synopsys Inc | +0.1% | +73.53% | 加仓 |
| 11 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | 新建仓 |
| 12 | CVX | Chevron CORP | +0.1% | +43.29% | 加仓 |
| 13 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | NEW | 新建仓 |
| 14 | GKOS 2.75 06-15-27债券 | Glaukos CORP | +0.1% | NEW | 新建仓 |
| 15 | PFSI | Pennymac Financial Services | +0.1% | NEW | 新建仓 |
| 16 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +138.60% | 加仓 |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | 新建仓 |
| 18 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | +254.34% | 加仓 |
| 19 | CMG | Chipotle Mexican Grill Inc | +0.1% | +10.74% | 加仓 |
| 20 | KLAC | Kla CORP | +0.1% | +19.18% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | 0% | +1.70% | 加仓 |
| 22 | AYX 0.5 08-01-24债券 | Alteryx Inc | -0.1% | EXIT | 清仓 |
| 23 | AMZN | Amazon.com Inc | -0.1% | EXIT | 清仓 |
| 24 | NOG 3.625 04-15-29债券 | Northern Oil & Gas Inc | -0.1% | EXIT | 清仓 |
| 25 | AYXEUR | Alteryx Inc - Class A | -0.1% | EXIT | 清仓 |
| 26 | WOLF 1.875 12-01-29债券 | Wolfspeed Inc | -0.1% | -64.06% | 减仓 |
| 27 | PODD | Insulet CORP | -0.1% | EXIT | 清仓 |
| 28 | GD | General Dynamics CORP | -0.1% | EXIT | 清仓 |
| 29 | BATRK | Atlanta Braves Holdings In-c | -0.1% | -86.35% | 减仓 |
| 30 | MFA | Mfa Financial Inc | -0.1% | -78.97% | 减仓 |
| 31 | RITM | Rithm Capital CORP | -0.1% | -58.43% | 减仓 |
| 32 | W | Wayfair Inc- Class A | -0.1% | -62.98% | 减仓 |
| 33 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清仓 |
| 34 | STWD | Starwood Property Trust Inc | -0.1% | -96.39% | 减仓 |
| 35 | TRIP | Tripadvisor Inc | -0.1% | -61.94% | 减仓 |
| 36 | SNA | Snap-on Inc | -0.1% | -41.24% | 减仓 |
| 37 | MASI* | Masimo CORP | -0.1% | EXIT | 清仓 |
| 38 | F 0 03-15-26债券 | Ford Motor Company | -0.1% | -69.70% | 减仓 |
| 39 | BKNG | Booking Holdings Inc | -0.1% | EXIT | 清仓 |
| 40 | SAVEEUR | Spirit Airlines Inc | -0.2% | -75.18% | 减仓 |
| 41 | FDS | Factset Research Systems Inc | -0.2% | EXIT | 清仓 |
| 42 | CHRW | C.h. Robinson Worldwide Inc | -0.2% | -96.79% | 减仓 |
| 43 | TSLA | Tesla Inc | -0.2% | EXIT | 清仓 |
| 44 | MDB 0.25 01-15-26债券 | Mongodb Inc | -0.2% | EXIT | 清仓 |
| 45 | SIMO | Silicon Motion Technol-adr | -0.3% | EXIT | 清仓 |
| 46 | SPLK 1.125 09-15-25债券 | Splunk Inc | -0.4% | EXIT | 清仓 |
| 47 | UPS | United Parcel Service-cl B | -0.5% | -17.59% | 减仓 |
| 48 | MSCI | Msci Inc | -0.5% | EXIT | 清仓 |
| 49 | MPWR | Monolithic Power Systems Inc | -0.9% | EXIT | 清仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -9.9% | -8.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hbk Investments L P 在 Q1 2024 季度的美股持仓总市值约为 US$102.9亿，共申报了 125 个公开持股仓位。
在 Q1 2024 季度，Hbk Investments L P 按市值排列的前三大核心持股分别为：SPY (75.0%)、IWM (9.1%)、HES (6.0%)。其中最大持股仓位 SPY 占据整体投资组合约 75.0% 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
HES
市值: US$12.7亿
本季最大获利了结 / 清仓标的
MPWR
前期市值: US$1.6亿
在 Q1 2024 季度中，Hbk Investments L P 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 10 个仓位、减仓 13 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 HES。 本季清仓仓位包含 MPWR。
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。