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: 0001533551
申报总市值
US$11.0亿
US$11.0亿
55 檔
28.3%
Wellesley Asset Management 在 Q1 2024 季度的美股仓位总计估值为 US$11.0亿，分散于 55 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2024 期间，Wellesley Asset Management 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Wellesley Asset Management 的前 5 大核心持股（包含 GBX 2.875 04-15-28, F 0 03-15-26, AKAM 0.375 09-01-27 等）合计占整体申报市值的 28.3%，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 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 6.52% | -0.67% | -12.82% | |
| 2 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 6.46% | — | -5.64% | |
| 3 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 6.18% | -1.45% | -4.07% | |
| 4 | LCII 1.125 05-15-26债券 | Lci Industries | 债券 | 6.08% | — | -10.09% | |
| 5 | UBER 0 12-15-25债券 | Uber Technologies Inc | 债券 | 6.03% | — | -4.17% | |
| 6 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | 债券 | 4.87% | — | -10.92% | |
| 7 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 4.48% | — | +69.86% | |
| 8 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 4.37% | — | -0.70% | |
| 9 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 4.29% | +0.45% | +5.38% | |
| 10 | IMAX 0.5 04-01-26债券 | Imax CORP | 债券 | 3.82% | — | -10.73% | |
| 11 | PETQ 4 06-01-26债券 | Petiq Inc | 债券 | 3.34% | — | -4.79% | |
| 12 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | 债券 | 3.33% | — | -15.98% | |
| 13 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.02% | -1.93% | — | |
| 14 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 2.97% | — | +0.43% | |
| 15 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 2.91% | — | — | |
| 16 | LITE 0.5 12-15-26债券 | Lumentum Holdings Inc | 债券 | 2.90% | — | -20.74% | |
| 17 | CAKE 0.375 06-15-26债券 | Cheesecake Factory (the) | 债券 | 2.45% | — | +12.07% | |
| 18 | BURL 2.25 04-15-25债券 | Burlington Stores Inc | 债券 | 2.24% | — | -29.55% | |
| 19 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 2.06% | — | — | |
| 20 | JBLU 0.5 04-01-26债券 | Jetblue Airways CORP | 债券 | 1.93% | — | -64.02% | |
| 21 | VIAV 1.625 03-15-26债券 | Viavi Solutions Inc | 债券 | 1.91% | — | — | |
| 22 | KAMN 3.25 05-01-24债券 | Kaman CORP | 债券 | 1.61% | — | -44.95% | |
| 23 | LRN 1.125 09-01-27债券 | Stride Inc | 债券 | 1.58% | — | -6.93% | |
| 24 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 1.55% | — | +88.17% | |
| 25 | NICEIT 0 09-15-25债券 | Nice LTD | 债券 | 1.54% | — | -44.22% | |
| 26 | Z 2.75 05-15-25债券 | Zillow Group Inc | 债券 | 1.36% | — | -5.07% | |
| 27 | PATK 1.75 12-01-28债券 | Patrick Industries Inc | 债券 | 1.25% | — | -4.97% | |
| 28 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.23% | -0.27% | — | |
| 29 | IRWD 1.5 06-15-26债券 | Ironwood Pharmaceuticals | 债券 | 1.14% | — | -58.09% | |
| 30 | SEDG 0 09-15-25债券 | Solar Edge Technologies | 债券 | 1.07% | — | -60.74% | |
| 31 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 0.96% | — | +4.31% | |
| 32 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 0.80% | — | -15.86% | |
| 33 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | 债券 | 0.58% | — | -43.43% | |
| 34 | GPRE 2.25 03-15-27债券 | Green Plains Inc | 债券 | 0.47% | — | +1340.38% | |
| 35 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.46% | — | -22.99% | |
| 36 | CBRL 0.625 06-15-26债券 | Cracker Barrel Old Count | 债券 | 0.38% | — | -74.66% | |
| 37 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 0.33% | — | — | |
| 38 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | 债券 | 0.27% | — | -17.41% | |
| 39 | XYZ 0.125 03-01-25债券 | Block Inc | 债券 | 0.24% | — | +69.27% | |
| 40 | PODD 0.375 09-01-26债券 | Insulet Corporation | 债券 | 0.18% | — | -6.16% | |
| 41 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | 债券 | 0.17% | -0.26% | — | |
| 42 | FIVN 0.5 06-01-25债券 | Five9 Inc | 债券 | 0.13% | — | +27.40% | |
| 43 | ENPH 0 03-01-26债券 | Enphase Energy Inc | 债券 | 0.08% | — | -90.69% | |
| 44 | ASND 2.25 04-01-28债券 | Ascendis Pharma A/s | 债券 | 0.06% | — | — | |
| 45 | MCHP 0.125 11-15-24债券 | Microchip Technology Inc | 债券 | 0.05% | — | — | |
| 46 | INSM 0.75 06-01-28债券 | Insmed Inc | 债券 | 0.05% | — | — | |
| 47 | SSRMCN 2.5 04-01-39债券 | Ssr Mining Inc | 债券 | 0.05% | — | — | |
| 48 | HAE 0 03-01-26债券 | Haemonetics CORP | 债券 | 0.05% | — | -79.98% | |
| 49 | BSY 0.375 07-01-27债券 | Bentley Systems | 债券 | 0.05% | — | — | |
| 50 | ENPH 0 03-01-28债券 | Enphase Energy Inc | 债券 | 0.04% | — | — |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q1 2024 季度的美股持仓总市值约为 US$11.0亿，共申报了 55 个公开持股仓位。
在 Q1 2024 季度，Wellesley Asset Management 按市值排列的前三大核心持股分别为：GBX 2.875 04-15-28 (6.5%)、F 0 03-15-26 (6.5%)、AKAM 0.375 09-01-27 (6.2%)。其中最大持股仓位 GBX 2.875 04-15-28 占据整体投资组合约 6.5% 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。
在 Q1 2024 季度中，Wellesley Asset Management 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。