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: 0001165830
申报总市值
US$1.6亿
US$1.6亿
30 檔
31.0%
Income Research & Management 在 Q2 2026 季度的美股仓位总计估值为 US$1.6亿，分散于 30 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Income Research & Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 11 个仓位并完全清仓 1 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，Income Research & Management 的前 5 大核心持股（包含 BAC 0.6 05-25-27 MTN, EEFT 0.75 03-15-49, UBER 0.875 12-01-28 2028 等）合计占整体申报市值的 31.0%，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 | BAC 0.6 05-25-27 MTN债券 | Bofa Finance LLC | 债券 | 5.79% | +0.07% | -13.26% | |
| 2 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | 债券 | 5.56% | -1.71% | — | |
| 3 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 5.55% | -0.44% | — | |
| 4 | ✓ | 股票-其他 | 5.37% | -0.56% | — | ||
| 5 | ✓ | 股票-其他 | 5.21% | -0.22% | — | ||
| 6 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 5.20% | -0.51% | -8.89% | |
| 7 | ✓ | 股票-其他 | 5.12% | -1.98% | — | ||
| 8 | XYZ 0.25 11-01-27债券 | Block Inc | 债券 | 4.84% | +0.13% | -8.72% | |
| 9 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 4.70% | -0.46% | -29.96% | |
| 10 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 4.23% | -0.41% | -35.26% | |
| 11 | MCHP 0.75 06-01-30债券 | Microchip Technology Inc | 债券 | 4.16% | -0.29% | — | |
| 12 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | 债券 | 3.98% | -0.18% | -15.72% | |
| 13 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 3.81% | -0.05% | — | |
| 14 | NEE 3 03-01-27债券 | Nextera Energy Capital | 债券 | 3.65% | -0.82% | -13.51% | |
| 15 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 3.47% | -0.13% | — | |
| 16 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 3.41% | -0.17% | -17.38% | |
| 17 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 2.87% | -0.33% | -13.88% | |
| 18 | TXXI | Bblx Irm Tax-aware I Dur ETF | ETF-其他 | 2.76% | +0.17% | — | |
| 19 | DXCM 0.375 05-15-28债券 | Dexcom Inc | 债券 | 2.76% | +0.39% | -10.65% | |
| 20 | TAXM | Bondbloxx Ir+m Tax-aware Mas | ETF-其他 | 2.74% | +0.16% | — | |
| 21 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-其他 | 2.67% | +0.29% | -3.00% | |
| 22 | GLAD 5.875 10-01-30债券 | Gladstone Capital CORP | 债券 | 2.52% | +0.32% | — | |
| 23 | ✓ | 股票-其他 | 2.02% | -0.23% | — | ||
| 24 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | 债券 | 1.96% | — | — | |
| 25 | HAE 2.5 06-01-29债券 | Haemonetics CORP | 债券 | 1.79% | -0.01% | — | |
| 26 | ✓ | 股票-其他 | 1.63% | +0.10% | — | ||
| 27 | AGGS | Harbor Disciplined Bond ETF | ETF-其他 | 1.11% | +0.08% | — | |
| 28 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.50% | +0.03% | — | |
| 29 | ETSY 0.125 09-01-27债券 | Etsy Inc | 债券 | 0.38% | +0.12% | +142.62% | |
| 30 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.24% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +5.4% | NEW | 新建仓 | |
| 2 | ✓ | +5.2% | NEW | 新建仓 | |
| 3 | ✓ | +5.1% | NEW | 新建仓 | |
| 4 | ✓ | +2% | NEW | 新建仓 | |
| 5 | ✓ | +1.6% | NEW | 新建仓 | |
| 6 | ETSY 0.125 09-01-27债券 | Etsy Inc | +0.2% | +142.62% | 加仓 |
| 7 | MCHP 0.75 06-01-30债券 | Microchip Technology Inc | +0.1% | — | 不变 |
| 8 | BAC 7.25 PERP L债券 | Bank Of America CORP | 0% | — | 不变 |
| 9 | WFC 7.5 PERP L债券 | Wells Fargo & Company | -0.1% | — | 不变 |
| 10 | HAE 2.5 06-01-29债券 | Haemonetics CORP | -0.1% | — | 不变 |
| 11 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | -0.1% | — | 不变 |
| 12 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | -0.1% | — | 不变 |
| 13 | AGGS | Harbor Disciplined Bond ETF | -0.1% | — | 不变 |
| 14 | GLAD 5.875 10-01-30债券 | Gladstone Capital CORP | -0.2% | — | 不变 |
| 15 | TXXI | Bblx Irm Tax-aware I Dur ETF | -0.2% | — | 不变 |
| 16 | TAXM | Bondbloxx Ir+m Tax-aware Mas | -0.2% | — | 不变 |
| 17 | GPN 1.5 03-01-31债券 | Global Payments Inc | -0.3% | — | 不变 |
| 18 | TAXX | Bblx Irm Tax-aware S Dur ETF | -0.3% | -3.00% | 减仓 |
| 19 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | -0.5% | — | 不变 |
| 20 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | -0.6% | — | 不变 |
| 21 | DXCM 0.375 05-15-28债券 | Dexcom Inc | -0.6% | -10.65% | 减仓 |
| 22 | EVRG 4.5 12-15-27债券 | Evergy Inc | -0.6% | -13.88% | 减仓 |
| 23 | XYZ 0.25 11-01-27债券 | Block Inc | -0.9% | -8.72% | 减仓 |
| 24 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | -0.9% | -8.89% | 减仓 |
| 25 | ETSY 0.25 06-15-28债券 | Etsy Inc | -1% | -17.38% | 减仓 |
| 26 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | -1.2% | -15.72% | 减仓 |
| 27 | BAC 0.6 05-25-27 MTN债券 | Bofa Finance LLC | -1.2% | -13.26% | 减仓 |
| 28 | NEE 3 03-01-27债券 | Nextera Energy Capital | -1.2% | -13.51% | 减仓 |
| 29 | ON 0.5 03-01-29债券 | On Semiconductor CORP | -1.3% | -29.96% | 减仓 |
| 30 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | -2.7% | -35.26% | 减仓 |
| 31 | AWK 3.625 06-15-26债券 | American Water Capital C | -5.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Income Research & Management 在 Q2 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 30 个公开持股仓位。
在 Q2 2026 季度，Income Research & Management 按市值排列的前三大核心持股分别为：BAC 0.6 05-25-27 MTN (5.8%)、EEFT 0.75 03-15-49 (5.6%)、UBER 0.875 12-01-28 2028 (5.5%)。其中最大持股仓位 BAC 0.6 05-25-27 MTN 占据整体投资组合约 5.8% 的权重。
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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
市值: US$990.4万
本季最大获利了结 / 清仓标的
AWK 3.625 06-15-26
前期市值: US$932.2万
在 Q2 2026 季度中，Income Research & Management 共进行了 18 项持仓异动，包含新建仓 5 个仓位、加仓 1 个仓位、减仓 11 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 AWK 3.625 06-15-26。
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。