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
117 檔
184.5%
截至 Q2 2024 季度末，Hbk Investments L P 的美股持仓估值约为 US$102.9亿，全数申报仓位共有 117 档。
Hbk Investments L P 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 10 档持股的同时，亦同步清仓 17 档并减仓 8 档标的。
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 184.5%，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 | 75.05% | +3.65% | -6.19% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 12.23% | -0.15% | +35.73% | |
| 3 | HES | Hess CORP | 股票-其他 | 4.39% | — | -26.66% | |
| 4 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.55% | — | +29.61% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.36% | -0.10% | EXIT | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | — | — | |
| 7 | COIN 0.5 06-01-26债券 | Coinbase Global Inc | 债券 | 0.30% | — | -16.33% | |
| 8 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.29% | — | -14.73% | |
| 9 | W 3.5 11-15-28债券 | Wayfair Inc | 债券 | 0.28% | -0.44% | EXIT | |
| 10 | CNK | Cinemark Holdings Inc | 股票-其他 | 0.28% | -0.16% | +61.02% | |
| 11 | JETS | US Global Jets ETF | ETF-其他 | 0.27% | -0.04% | EXIT | |
| 12 | TWO 6.25 01-15-26债券 | Two Harbors Inv CORP | 债券 | 0.24% | — | +8.71% | |
| 13 | FRPT 3 04-01-28债券 | Freshpet Inc | 债券 | 0.24% | +0.03% | +5.15% | |
| 14 | NTRA 2.25 05-01-27债券 | Natera Inc | 债券 | 0.23% | — | +5.19% | |
| 15 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.22% | — | +31.89% | |
| 16 | PI 1.125 05-15-27债券 | Impinj Inc | 债券 | 0.22% | — | +49.25% | |
| 17 | FE 4 05-01-26债券 | Firstenergy CORP | 债券 | 0.19% | — | — | |
| 18 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.19% | — | +79.74% | |
| 19 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.18% | — | -46.53% | |
| 20 | PAR 1.5 10-15-27债券 | Par Technology CORP | 债券 | 0.17% | — | +8.32% | |
| 21 | HLF | Herbalife Ltd. | 股票-其他 | 0.16% | — | — | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.15% | -0.06% | -60.42% | |
| 23 | LM0C | Liberty Media Corp-liber-new | 股票-其他 | 0.13% | — | — | |
| 24 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.13% | — | +22.46% | |
| 25 | WELL | Welltower Inc | 股票-房地产 | 0.13% | -0.14% | EXIT | |
| 26 | SWN1EUR | Southwestern Energy Co | 股票-其他 | 0.12% | — | — | |
| 27 | INFN 3.75 08-01-28债券 | Infinera CORP | 债券 | 0.12% | — | — | |
| 28 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 0.12% | — | +5.85% | |
| 29 | HCI 4.75 06-01-42债券 | Hci Group Inc | 债券 | 0.12% | — | — | |
| 30 | NWSA | News CORP - Class A | 股票-通信服务 | 0.11% | -0.01% | +62.29% | |
| 31 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 0.11% | — | +6.49% | |
| 32 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.10% | — | +11.11% | |
| 33 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 0.10% | -0.08% | +17.90% | |
| 34 | TRIP | Tripadvisor Inc | 股票-其他 | 0.09% | -0.12% | +49.30% | |
| 35 | ON 0 05-01-27债券 | On Semiconductor CORP | 债券 | 0.09% | — | — | |
| 36 | BSY 0.125 01-15-26债券 | Bentley Systems Inc | 债券 | 0.09% | — | — | |
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 0.09% | -0.07% | — | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.08% | -0.03% | +0.54% | |
| 39 | AY 4 07-15-25债券 | Atlantica Jersey LTD | 债券 | 0.07% | — | — | |
| 40 | VAC 3.25 12-15-27债券 | Marriott Vacation Worldw | 债券 | 0.07% | — | -18.92% | |
| 41 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.07% | — | — | |
| 42 | 6PM | Paramount Group Inc | 股票-其他 | 0.06% | — | +11.97% | |
| 43 | RITM | Rithm Capital CORP | 股票-房地产 | 0.06% | — | — | |
| 44 | FTRE | Fortrea Holdings Inc | 股票-医疗保健 | 0.06% | — | — | |
| 45 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.06% | — | +330.70% | |
| 46 | ECPG 4 03-15-29债券 | Encore Capital Group Inc | 债券 | 0.06% | — | +108.33% | |
| 47 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.06% | — | -42.00% | |
| 48 | ZTO 1.5 09-01-27债券 | Zto Express Ky Inc | 债券 | 0.05% | — | — | |
| 49 | 8DT | Squarespace Inc - Class A | 股票-其他 | 0.05% | — | — | |
| 50 | GTES | Gates Industrial Corporation plc | 股票-工业 | 0.05% | — | — |
| # | 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 | +3.1% | +35.73% | 加仓 |
| 2 | GLD | Spdr Gold Shares | +0.4% | NEW | 新建仓 |
| 3 | W 3.5 11-15-28债券 | Wayfair Inc | +0.3% | NEW | 新建仓 |
| 4 | FE 4 05-01-26债券 | Firstenergy CORP | +0.2% | NEW | 新建仓 |
| 5 | HLF | Herbalife Ltd. | +0.2% | NEW | 新建仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +30.40% | 加仓 |
| 7 | CNK | Cinemark Holdings Inc | +0.1% | +61.02% | 加仓 |
| 8 | LM0C | Liberty Media Corp-liber-new | +0.1% | NEW | 新建仓 |
| 9 | SWN1EUR | Southwestern Energy Co | +0.1% | NEW | 新建仓 |
| 10 | INFN 3.75 08-01-28债券 | Infinera CORP | +0.1% | NEW | 新建仓 |
| 11 | HCI 4.75 06-01-42债券 | Hci Group Inc | +0.1% | NEW | 新建仓 |
| 12 | PI 1.125 05-15-27债券 | Impinj Inc | +0.1% | +49.25% | 加仓 |
| 13 | TCOM | Trip.com Group Ltd-adr | +0.1% | +79.74% | 加仓 |
| 14 | ON 0 05-01-27债券 | On Semiconductor CORP | +0.1% | NEW | 新建仓 |
| 15 | BSY 0.125 01-15-26债券 | Bentley Systems Inc | +0.1% | NEW | 新建仓 |
| 16 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建仓 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -6.19% | 减仓 |
| 18 | EWZ | Ishares Msci Brazil ETF | +0.1% | NEW | 新建仓 |
| 19 | FTRE | Fortrea Holdings Inc | +0.1% | NEW | 新建仓 |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +29.61% | 加仓 |
| 21 | 8DT | Squarespace Inc - Class A | +0.1% | NEW | 新建仓 |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +31.89% | 加仓 |
| 23 | NWSA | News CORP - Class A | +0.1% | +62.29% | 加仓 |
| 24 | BATRK | Atlanta Braves Holdings In-c | +0.1% | +330.70% | 加仓 |
| 25 | NTRA 2.25 05-01-27债券 | Natera Inc | 0% | +5.19% | 加仓 |
| 26 | GES 3.75 04-15-28债券 | Guess Inc | 0% | NEW | 新建仓 |
| 27 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | 0% | -42.00% | 减仓 |
| 28 | SNAP 0.125 03-01-28债券 | Snap Inc | 0% | EXIT | 清仓 |
| 29 | ALIT | Alight Inc - Class A | 0% | EXIT | 清仓 |
| 30 | TDS | Telephone And Data Systems | 0% | EXIT | 清仓 |
| 31 | 22941EUR | Liberty Media Corp-cl A New | -0.1% | -51.28% | 减仓 |
| 32 | BL 0 03-15-26债券 | Blackline Inc | -0.1% | EXIT | 清仓 |
| 33 | EXAS 0.375 03-01-28债券 | Exact Sciences CORP | -0.1% | EXIT | 清仓 |
| 34 | KEYS | Keysight Technologies In | -0.1% | EXIT | 清仓 |
| 35 | EXAS 0.375 03-15-27债券 | Exact Sciences CORP | -0.1% | EXIT | 清仓 |
| 36 | COIN 0.5 06-01-26债券 | Coinbase Global Inc | -0.1% | -16.33% | 减仓 |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | EXIT | 清仓 |
| 38 | GKOS 2.75 06-15-27债券 | Glaukos CORP | -0.1% | -97.72% | 减仓 |
| 39 | PFSI | Pennymac Financial Services | -0.1% | EXIT | 清仓 |
| 40 | TRIP 0.25 04-01-26债券 | Tripadvisor Inc | -0.1% | EXIT | 清仓 |
| 41 | SNA | Snap-on Inc | -0.1% | EXIT | 清仓 |
| 42 | CVX | Chevron CORP | -0.2% | -60.42% | 减仓 |
| 43 | DASH | Doordash Inc - A | -0.2% | -46.53% | 减仓 |
| 44 | TKO | Tko Group Holdings Inc | -0.2% | EXIT | 清仓 |
| 45 | KLAC | Kla CORP | -0.3% | EXIT | 清仓 |
| 46 | CMG | Chipotle Mexican Grill Inc | -0.3% | EXIT | 清仓 |
| 47 | SNPS | Synopsys Inc | -0.3% | EXIT | 清仓 |
| 48 | XOM | Exxon Mobil CORP | -0.7% | EXIT | 清仓 |
| 49 | UPS | United Parcel Service-cl B | -1% | EXIT | 清仓 |
| 50 | HES | Hess CORP | -1.7% | -26.66% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hbk Investments L P 在 Q2 2024 季度的美股持仓总市值约为 US$102.9亿，共申报了 117 个公开持股仓位。
在 Q2 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 (12.2%)、HES (4.4%)。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
GLD
市值: US$7136.2万
本季最大获利了结 / 清仓标的
UPS
前期市值: US$2.0亿
在 Q2 2024 季度中，Hbk Investments L P 共进行了 50 项持仓异动，包含新建仓 15 个仓位、加仓 10 个仓位、减仓 8 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 GLD。 本季清仓仓位包含 UPS。
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。