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: 0001326389
申报总市值
US$60.7亿
US$60.7亿
704 檔
17.5%
根据最新整理的 13F 季度数据集，Polar Asset Management Partners Inc. 于 Q2 2024 结束时的管理资产规模为 US$60.7亿。该机构在本季度申报了 704 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Polar Asset Management Partners Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 17 个新仓位，并对 11 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Polar Asset Management Partners Inc. 的前 5 大核心持股（包含 SPY, RCL 6 08-15-25, X 5 11-01-26 等）合计占整体申报市值的 17.5%，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 704 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.30% | -1.79% | -29.49% | |
| 2 | RCL 6 08-15-25债券 | Royal Caribbean Cruises | 债券 | 4.70% | — | — | |
| 3 | X 5 11-01-26债券 | United States Steel CORP | 债券 | 3.59% | — | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.26% | +0.69% | NEW | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 3.21% | — | -88.58% | |
| 6 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.60% | — | +16.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.31% | -0.45% | -22.67% | |
| 8 | ATI 3.5 06-15-25债券 | Ati Inc | 债券 | 1.86% | — | — | |
| 9 | IDCC 3.5 06-01-27债券 | Interdigital Inc | 债券 | 1.61% | -1.40% | — | |
| 10 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 1.57% | — | +19.72% | |
| 11 | ITGR 2.125 02-15-28债券 | Integer Holdings CORP | 债券 | 1.49% | — | — | |
| 12 | AXON 0.5 12-15-27债券 | Axon Enterprise Inc | 债券 | 1.43% | — | — | |
| 13 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 1.26% | — | +10.00% | |
| 14 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.17% | — | +162.95% | |
| 15 | LYV 3.125 01-15-29债券 | Live Nation Entertainmen | 债券 | 1.16% | -0.06% | — | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.12% | — | +124.35% | |
| 17 | PODD | Insulet CORP | 股票-医疗保健 | 1.11% | — | -39.49% | |
| 18 | GVA 3.75 05-15-28债券 | Granite Construction Inc | 债券 | 1.06% | +0.07% | — | |
| 19 | AMKUSD | Assetmark Financial Holdings | 股票-其他 | 1.05% | — | — | |
| 20 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.03% | — | +5.90% | |
| 21 | LITE 1.5 12-15-29债券 | Lumentum Holdings Inc | 债券 | 1.01% | — | — | |
| 22 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.00% | -1.31% | +66.67% | |
| 23 | VECO 2.875 06-01-29债券 | Veeco Instruments Inc | 债券 | 0.90% | — | — | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.81% | +0.22% | NEW | |
| 25 | TRU | Transunion | 股票-金融 | 0.75% | +0.17% | NEW | |
| 26 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.71% | -0.23% | EXIT | |
| 27 | IONS 1.75 06-15-28债券 | Ionis Pharmaceuticals In | 债券 | 0.69% | — | — | |
| 28 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 0.62% | — | — | |
| 29 | VECO 3.75 06-01-27债券 | Veeco Instruments Inc | 债券 | 0.57% | — | +70.09% | |
| 30 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.56% | — | +175.00% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.54% | — | — | |
| 32 | XYL | Xylem Inc | 股票-工业 | 0.53% | — | +76.09% | |
| 33 | ✓ | Gp-act Iii Acquisition CORP | 股票-其他 | 0.52% | — | — | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | — | +39.90% | |
| 35 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.48% | — | +101.19% | |
| 36 | URI | United Rentals Inc | 股票-工业 | 0.47% | — | — | |
| 37 | HALO 1 08-15-28债券 | Halozyme Therapeutics In | 债券 | 0.46% | — | — | |
| 38 | 8QR | Confluent Inc-class A | 股票-其他 | 0.46% | — | +329.19% | |
| 39 | ALTR 1.75 06-15-27债券 | Altair Engineering Inc | 债券 | 0.45% | — | -50.00% | |
| 40 | INFN 3.75 08-01-28债券 | Infinera CORP | 债券 | 0.45% | — | +33.33% | |
| 41 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 0.45% | — | +33.33% | |
| 42 | GKOS | Glaukos CORP | 股票-医疗保健 | 0.43% | — | +51.03% | |
| 43 | NOA | North American Construction | 股票-其他 | 0.43% | -0.08% | EXIT | |
| 44 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 0.42% | — | — | |
| 45 | WDC | Western Digital CORP | 股票-科技 | 0.42% | -0.13% | EXIT | |
| 46 | PATK 1.75 12-01-28债券 | Patrick Industries Inc | 债券 | 0.42% | — | — | |
| 47 | ✓ | Centurion Acquisition CORP | 股票-其他 | 0.41% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | +0.02% | -26.33% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.41% | +0.01% | — | |
| 50 | T | At&t Inc | 股票-通信服务 | 0.41% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RCL 6 08-15-25债券 | Royal Caribbean Cruises | +4.7% | NEW | 新建仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +2% | +116.02% | 加仓 |
| 3 | GVA 3.75 05-15-28债券 | Granite Construction Inc | +1.1% | NEW | 新建仓 |
| 4 | AMKUSD | Assetmark Financial Holdings | +1.1% | NEW | 新建仓 |
| 5 | LITE 1.5 12-15-29债券 | Lumentum Holdings Inc | +1% | NEW | 新建仓 |
| 6 | VECO 2.875 06-01-29债券 | Veeco Instruments Inc | +0.9% | NEW | 新建仓 |
| 7 | PHYS | Sprott Physical Gold Trust | +0.8% | +16.02% | 加仓 |
| 8 | BDX | Becton Dickinson And Co | +0.8% | +162.95% | 加仓 |
| 9 | ISRG | Intuitive Surgical Inc | +0.8% | +124.35% | 加仓 |
| 10 | CMS 3.375 05-01-28债券 | Cms Energy CORP | +0.7% | NEW | 新建仓 |
| 11 | IONS 1.75 06-15-28债券 | Ionis Pharmaceuticals In | +0.7% | NEW | 新建仓 |
| 12 | PSLV | Sprott Physical Silver Trust | +0.7% | +19.72% | 加仓 |
| 13 | TRU | Transunion | +0.7% | +667.04% | 加仓 |
| 14 | DUK 4.125 04-15-26债券 | Duke Energy CORP | +0.6% | NEW | 新建仓 |
| 15 | NOW | Servicenow Inc | +0.5% | NEW | 新建仓 |
| 16 | ✓ | Gp-act Iii Acquisition CORP | +0.5% | NEW | 新建仓 |
| 17 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | +0.5% | +66.67% | 加仓 |
| 18 | URI | United Rentals Inc | +0.5% | NEW | 新建仓 |
| 19 | ✓ | Centurion Acquisition CORP | +0.4% | NEW | 新建仓 |
| 20 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | 新建仓 |
| 21 | T | At&t Inc | +0.4% | NEW | 新建仓 |
| 22 | APH | Amphenol Corp-cl A | +0.4% | NEW | 新建仓 |
| 23 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | +0.4% | +175.00% | 加仓 |
| 24 | 8QR | Confluent Inc-class A | +0.4% | +329.19% | 加仓 |
| 25 | FTAI | FTAI Aviation Ltd. | +0.4% | +101.19% | 加仓 |
| 26 | VZ | Verizon Communications Inc | +0.3% | NEW | 新建仓 |
| 27 | HCP2EUR | Hashicorp Inc-cl A | +0.3% | NEW | 新建仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -22.67% | 减仓 |
| 29 | PODD | Insulet CORP | -0.2% | -39.49% | 减仓 |
| 30 | ALTR 1.75 06-15-27债券 | Altair Engineering Inc | -0.2% | -50.00% | 减仓 |
| 31 | HUBB | Hubbell Inc | -0.3% | -48.35% | 减仓 |
| 32 | TRMB | Trimble Inc | -0.3% | -87.07% | 减仓 |
| 33 | TCN1EUR | Tricon Residential Inc | -0.3% | EXIT | 清仓 |
| 34 | GOOG | Alphabet Inc-cl C | -0.3% | EXIT | 清仓 |
| 35 | PRGS 1 04-15-26债券 | Progress Software CORP | -0.3% | -57.14% | 减仓 |
| 36 | RBA | Rb Global Inc | -0.3% | EXIT | 清仓 |
| 37 | MGPI 1.875 11-15-41债券 | Mgp Ingredients Inc | -0.3% | EXIT | 清仓 |
| 38 | SWAVUSD | Shockwave Medical Inc | -0.3% | EXIT | 清仓 |
| 39 | MTUM | Ishares Msci USA Momentum Fa | -0.3% | EXIT | 清仓 |
| 40 | GPN | Global Payments Inc | -0.3% | EXIT | 清仓 |
| 41 | COLL 2.625 02-15-26债券 | Collegium Pharma Inc | -0.3% | EXIT | 清仓 |
| 42 | NVDA | Nvidia CORP | -0.4% | +36.52% | 加仓 |
| 43 | CMCSA | Comcast Corp-class A | -0.4% | EXIT | 清仓 |
| 44 | RRX | Regal Rexnord CORP | -0.4% | EXIT | 清仓 |
| 45 | XLI | Ss Industrial Select Sector | -0.4% | EXIT | 清仓 |
| 46 | GKOS 2.75 06-15-27债券 | Glaukos CORP | -0.5% | EXIT | 清仓 |
| 47 | ✓ | -0.7% | — | 不变 | |
| 48 | PXDEUR | Pioneer Natural Resources Co | -0.8% | EXIT | 清仓 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -29.49% | 减仓 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -20% | -88.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Polar Asset Management Partners Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$60.7亿，共申报了 704 个公开持股仓位。
在 Q2 2024 季度，Polar Asset Management Partners Inc. 按市值排列的前三大核心持股分别为：SPY (7.3%)、RCL 6 08-15-25 (4.7%)、X 5 11-01-26 (3.6%)。其中最大持股仓位 SPY 占据整体投资组合约 7.3% 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
RCL 6 08-15-25
市值: US$2.3亿
本季最大获利了结 / 清仓标的
PXDEUR
前期市值: US$4642.1万
在 Q2 2024 季度中，Polar Asset Management Partners Inc. 共进行了 49 项持仓异动，包含新建仓 17 个仓位、加仓 11 个仓位、减仓 8 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 RCL 6 08-15-25。 本季清仓仓位包含 PXDEUR。
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。
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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。