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: 0001275228
申报总市值
US$7.2亿
US$7.2亿
81 檔
32.4%
在 Q1 2026 申报期间，Shenkman Capital Management Inc（CIK: 0001275228）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$7.2亿，共持有 81 个公开申报仓位。
在 Q1 2026，Shenkman Capital Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 32 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，Shenkman Capital Management Inc 的前 5 大核心持股（包含 USHY, SJNK, ETSY 0.25 06-15-28 等）合计占整体申报市值的 32.4%，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 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 7.72% | -0.57% | +33.31% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 6.00% | -3.64% | +38.75% | |
| 3 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 5.77% | +0.31% | -5.78% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 4.84% | +3.10% | -33.62% | |
| 5 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | 债券 | 3.74% | -3.74% | EXIT | |
| 6 | MSTR 0 12-01-29债券 | Strategy Inc | 债券 | 3.16% | -2.26% | +66.07% | |
| 7 | RIVN 3.625 10-15-30债券 | Rivian Auto Inc | 债券 | 2.80% | -0.52% | +147.07% | |
| 8 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 2.70% | +0.01% | +68.24% | |
| 9 | SMCI 3.5 03-01-29债券 | Super Micro Computer Inc | 债券 | 2.67% | -2.67% | EXIT | |
| 10 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 2.62% | -2.62% | EXIT | |
| 11 | VRNS 1 09-15-29债券 | Varonis System Inc | 债券 | 2.59% | -0.32% | +57.51% | |
| 12 | DBX 0 03-01-28债券 | Dropbox Inc | 债券 | 2.31% | -1.93% | -7.67% | |
| 13 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 2.20% | -1.82% | +4.61% | |
| 14 | PSN 2.625 03-01-29债券 | Parsons CORP | 债券 | 2.09% | +2.47% | -38.96% | |
| 15 | BL 1 06-01-29债券 | Blackline Inc | 债券 | 2.02% | -0.20% | +2.95% | |
| 16 | DDOG 0 12-01-29债券 | Datadog Inc | 债券 | 1.87% | -0.87% | -16.83% | |
| 17 | BAC 0.6 05-25-27 MTN债券 | Bofa Finance LLC | 债券 | 1.79% | -0.27% | -4.26% | |
| 18 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | 债券 | 1.75% | -1.75% | EXIT | |
| 19 | TVTX 2.25 03-01-29债券 | Travere Therapeutics Inc | 债券 | 1.50% | -1.50% | EXIT | |
| 20 | AVAV 0 07-15-30债券 | Aerovironment Inc | 债券 | 1.43% | +0.31% | +169.76% | |
| 21 | ITGR 1.875 03-15-30债券 | Integer Holdings CORP | 债券 | 1.40% | +0.58% | — | |
| 22 | RDFN 0.5 04-01-27债券 | Redfin CORP | 债券 | 1.39% | +0.21% | -0.41% | |
| 23 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 1.36% | +0.45% | +12.36% | |
| 24 | GWRE 1.25 11-01-29债券 | Guidewire Software Inc | 债券 | 1.32% | -1.32% | EXIT | |
| 25 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 1.23% | -1.23% | EXIT | |
| 26 | NTNX 0.5 12-15-29债券 | Nutanix Inc | 债券 | 1.22% | +0.61% | +2.33% | |
| 27 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 1.15% | -0.39% | — | |
| 28 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 1.12% | +0.16% | — | |
| 29 | ARWR 0 01-15-32债券 | Arrowhead Research CORP | 债券 | 1.10% | -0.12% | — | |
| 30 | UNIT 7.5 12-01-27债券 | Uniti Group Inc | 债券 | 1.10% | -1.10% | EXIT | |
| 31 | NEE 3 03-01-27债券 | Nextera Energy Capital | 债券 | 1.07% | -1.07% | EXIT | |
| 32 | CAKE 2 03-15-30债券 | Cheesecake Factory (the) | 债券 | 1.04% | +0.20% | — | |
| 33 | ITRI 1.375 07-15-30债券 | Itron Inc | 债券 | 1.03% | +0.03% | -3.48% | |
| 34 | NOG 3.625 04-15-29债券 | Northern Oil & Gas Inc | 债券 | 1.00% | +0.15% | — | |
| 35 | VAC 3.25 12-15-27债券 | Marriott Vacation Worldw | 债券 | 0.99% | +0.29% | -0.47% | |
| 36 | FLNC 2.25 06-15-30债券 | Fluence Energy Inc | 债券 | 0.99% | -0.04% | +60.00% | |
| 37 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | 债券 | 0.99% | +0.08% | — | |
| 38 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 0.97% | -0.97% | EXIT | |
| 39 | JD 0.25 06-01-29债券 | Jd.com Inc | 债券 | 0.92% | -0.62% | -47.84% | |
| 40 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 0.88% | -0.88% | EXIT | |
| 41 | LYFT 0.625 03-01-29债券 | Lyft Inc | 债券 | 0.84% | -0.84% | EXIT | |
| 42 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 0.77% | -0.02% | +6.46% | |
| 43 | SYNA 0.75 12-01-31债券 | Synaptics Inc | 债券 | 0.75% | -0.75% | EXIT | |
| 44 | WHR 8.5 02-15-29 A债券 | Whirlpool CORP | 债券 | 0.74% | -0.74% | EXIT | |
| 45 | METC 0 11-01-31债券 | Ramaco Resources Inc | 债券 | 0.71% | -0.06% | — | |
| 46 | FWONK 2.25 08-15-27债券 | Liberty Media CORP | 债券 | 0.68% | -0.44% | — | |
| 47 | LYV 2.875 01-15-30债券 | Live Nation Entertainmen | 债券 | 0.64% | -0.23% | -14.39% | |
| 48 | FE 4 05-01-26债券 | Firstenergy CORP | 债券 | 0.62% | -0.62% | EXIT | |
| 49 | NIO 4.625 10-15-30债券 | Nio Inc | 债券 | 0.61% | -0.61% | EXIT | |
| 50 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 0.58% | -0.10% | +45.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USHY | Ishares Broad Usd High Yield | +2.6% | +33.31% | 加仓 |
| 2 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | +2.1% | +71.46% | 加仓 |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | +2% | +38.75% | 加仓 |
| 4 | RIVN 3.625 10-15-30债券 | Rivian Auto Inc | +1.7% | +147.07% | 加仓 |
| 5 | MSTR 0 12-01-29债券 | Strategy Inc | +1.5% | +66.07% | 加仓 |
| 6 | CMS 3.375 05-01-28债券 | Cms Energy CORP | +1.4% | +68.24% | 加仓 |
| 7 | VRNS 1 09-15-29债券 | Varonis System Inc | +1% | +57.51% | 加仓 |
| 8 | AVAV 0 07-15-30债券 | Aerovironment Inc | +0.9% | +169.76% | 加仓 |
| 9 | ON 0.5 03-01-29债券 | On Semiconductor CORP | +0.9% | +29.55% | 加仓 |
| 10 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | +0.7% | +301.74% | 加仓 |
| 11 | GWRE 1.25 11-01-29债券 | Guidewire Software Inc | +0.6% | +86.84% | 加仓 |
| 12 | LYFT 0.625 03-01-29债券 | Lyft Inc | +0.6% | +277.62% | 加仓 |
| 13 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | +0.5% | +40.34% | 加仓 |
| 14 | TVTX 2.25 03-01-29债券 | Travere Therapeutics Inc | +0.5% | +45.03% | 加仓 |
| 15 | ETSY 0.25 06-15-28债券 | Etsy Inc | +0.4% | -5.78% | 减仓 |
| 16 | SMCI 3.5 03-01-29债券 | Super Micro Computer Inc | +0.4% | +13.87% | 加仓 |
| 17 | FLNC 2.25 06-15-30债券 | Fluence Energy Inc | +0.3% | +60.00% | 加仓 |
| 18 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.3% | +4.61% | 加仓 |
| 19 | BAC 0.6 05-25-27 MTN债券 | Bofa Finance LLC | +0.3% | -4.26% | 减仓 |
| 20 | NOG 3.625 04-15-29债券 | Northern Oil & Gas Inc | +0.2% | — | 不变 |
| 21 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | +0.2% | +45.48% | 加仓 |
| 22 | RDFN 0.5 04-01-27债券 | Redfin CORP | +0.2% | -0.41% | 减仓 |
| 23 | RGEN 1 12-15-28债券 | Repligen CORP | +0.2% | +12.36% | 加仓 |
| 24 | JAZZ 3.125 09-15-30债券 | Jazz Investments I LTD | +0.2% | +33.67% | 加仓 |
| 25 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | +0.1% | +32.98% | 加仓 |
| 26 | POST 2.5 08-15-27债券 | Post Holdings Inc | +0.1% | +6.46% | 加仓 |
| 27 | EVRG 4.5 12-15-27债券 | Evergy Inc | +0.1% | -7.89% | 减仓 |
| 28 | VAC 3.25 12-15-27债券 | Marriott Vacation Worldw | +0.1% | -0.47% | 减仓 |
| 29 | BL 1 06-01-29债券 | Blackline Inc | +0.1% | +2.95% | 加仓 |
| 30 | NTNX 0.5 12-15-29债券 | Nutanix Inc | +0.1% | +2.33% | 加仓 |
| 31 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | +0.1% | — | 不变 |
| 32 | ITRI 1.375 07-15-30债券 | Itron Inc | +0.1% | -3.48% | 减仓 |
| 33 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | +0.1% | — | 不变 |
| 34 | SYNA 0.75 12-01-31债券 | Synaptics Inc | +0.1% | — | 不变 |
| 35 | HAE 2.5 06-01-29债券 | Haemonetics CORP | +0.1% | +41.57% | 加仓 |
| 36 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | +0.1% | -3.31% | 减仓 |
| 37 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 0% | — | 不变 |
| 38 | FWONK 2.25 08-15-27债券 | Liberty Media CORP | 0% | — | 不变 |
| 39 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | 0% | -12.84% | 减仓 |
| 40 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 0% | — | 不变 |
| 41 | TE 5.25 12-01-30债券 | T1 Energy Inc | — | +10.00% | 加仓 |
| 42 | NBR 1.75 06-15-29债券 | Nabors Industries Inc | — | — | 不变 |
| 43 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | — | — | 不变 |
| 44 | GME-WS | Gamestop CORP | — | — | 不变 |
| 45 | DBX 0 03-01-28债券 | Dropbox Inc | 0% | -7.67% | 减仓 |
| 46 | LYV 2.875 01-15-30债券 | Live Nation Entertainmen | 0% | -14.39% | 减仓 |
| 47 | TCOM 0.75 06-15-29债券 | Trip.com Group LTD | 0% | -12.17% | 减仓 |
| 48 | NEE 3 03-01-27债券 | Nextera Energy Capital | 0% | -22.79% | 减仓 |
| 49 | COIN 0.25 04-01-30债券 | Coinbase Global Inc | -0.1% | -24.17% | 减仓 |
| 50 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | -0.1% | -5.39% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Shenkman Capital Management Inc 在 Q1 2026 季度的美股持仓总市值约为 US$7.2亿，共申报了 81 个公开持股仓位。
在 Q1 2026 季度，Shenkman Capital Management Inc 按市值排列的前三大核心持股分别为：USHY (7.7%)、SJNK (6.0%)、ETSY 0.25 06-15-28 (5.8%)。其中最大持股仓位 USHY 占据整体投资组合约 7.7% 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
ITGR 1.875 03-15-30
市值: US$1159.8万
本季最大获利了结 / 清仓标的
DUK 4.125 04-15-26
前期市值: US$2587.6万
在 Q1 2026 季度中，Shenkman Capital Management Inc 共进行了 103 项持仓异动，包含新建仓 16 个仓位、加仓 26 个仓位、减仓 29 个仓位以及清仓 32 个仓位。 其中最大新建仓标的为 ITGR 1.875 03-15-30。 本季清仓仓位包含 DUK 4.125 04-15-26。
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。
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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。