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
48 檔
26.1%
在 Q2 2024 的 13F 官方备案中，Wellesley Asset Management 管理的美股投资组合规模来到 US$11.0亿，整体持股档数为 48 档。
在 Q2 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 LCII 1.125 05-15-26, F 0 03-15-26, AKAM 0.375 09-01-27 等）合计占整体申报市值的 26.1%，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 | LCII 1.125 05-15-26债券 | Lci Industries | 债券 | 6.56% | — | +7.29% | |
| 2 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 6.43% | — | -3.08% | |
| 3 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 5.89% | -1.45% | -1.14% | |
| 4 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 5.82% | +0.45% | +33.79% | |
| 5 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 5.54% | -0.67% | -16.03% | |
| 6 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | 债券 | 5.15% | — | -6.48% | |
| 7 | UBER 0 12-15-25债券 | Uber Technologies Inc | 债券 | 4.92% | — | -18.24% | |
| 8 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 4.50% | — | -3.25% | |
| 9 | IMAX 0.5 04-01-26债券 | Imax CORP | 债券 | 3.94% | — | -2.70% | |
| 10 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 3.91% | — | -14.75% | |
| 11 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.79% | -1.93% | +22.65% | |
| 12 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 3.29% | — | +851.24% | |
| 13 | PETQ 4 06-01-26债券 | Petiq Inc | 债券 | 3.29% | — | -12.57% | |
| 14 | NICEIT 0 09-15-25债券 | Nice LTD | 债券 | 3.19% | — | +118.12% | |
| 15 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 3.10% | -0.27% | +138.95% | |
| 16 | VIAV 1.625 03-15-26债券 | Viavi Solutions Inc | 债券 | 3.04% | — | +54.87% | |
| 17 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 2.93% | — | -3.51% | |
| 18 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 2.72% | — | -14.47% | |
| 19 | CAKE 0.375 06-15-26债券 | Cheesecake Factory (the) | 债券 | 2.49% | — | -5.52% | |
| 20 | ✓ | Vsh US | 股票-其他 | 2.23% | — | — | |
| 21 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 1.82% | — | +81.56% | |
| 22 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | 债券 | 1.74% | — | -49.73% | |
| 23 | Z 2.75 05-15-25债券 | Zillow Group Inc | 债券 | 1.66% | — | +22.35% | |
| 24 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 1.65% | — | -1.05% | |
| 25 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 1.25% | — | +48.45% | |
| 26 | SEDG 0 09-15-25债券 | Solar Edge Technologies | 债券 | 1.23% | — | -2.34% | |
| 27 | PATK 1.75 12-01-28债券 | Patrick Industries Inc | 债券 | 1.08% | — | -12.24% | |
| 28 | BURL 2.25 04-15-25债券 | Burlington Stores Inc | 债券 | 0.91% | — | -61.05% | |
| 29 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 0.87% | — | -59.77% | |
| 30 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.71% | +0.30% | — | |
| 31 | BE 3 06-01-28债券 | Bloom Energy CORP | 债券 | 0.61% | — | — | |
| 32 | GPRE 2.25 03-15-27债券 | Green Plains Inc | 债券 | 0.46% | — | +2.36% | |
| 33 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | 债券 | 0.43% | — | -29.06% | |
| 34 | GVA 3.75 05-15-28债券 | Granite Construction Inc | 债券 | 0.41% | — | — | |
| 35 | ZD 1.75 11-01-26债券 | Ziff Davis Inc | 债券 | 0.40% | — | — | |
| 36 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 0.37% | — | +2691.74% | |
| 37 | IRWD 1.5 06-15-26债券 | Ironwood Pharmaceuticals | 债券 | 0.33% | — | -70.41% | |
| 38 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | 债券 | 0.31% | — | +13.59% | |
| 39 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.21% | — | -52.81% | |
| 40 | HALO 1 08-15-28债券 | Halozyme Therapeutics In | 债券 | 0.16% | — | — | |
| 41 | BFH 4.25 06-15-28债券 | Bread Financial Hldgs | 债券 | 0.13% | — | — | |
| 42 | XYZ 0.125 03-01-25债券 | Block Inc | 债券 | 0.12% | — | -49.70% | |
| 43 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 0.12% | — | — | |
| 44 | DXCM 0.375 05-15-28债券 | Dexcom Inc | 债券 | 0.11% | — | — | |
| 45 | MIDD 1 09-01-25债券 | Middleby CORP | 债券 | 0.08% | — | — | |
| 46 | MCHP 0.125 11-15-24债券 | Microchip Technology Inc | 债券 | 0.06% | — | — | |
| 47 | LITE 1.5 12-15-29债券 | Lumentum Holdings Inc | 债券 | 0.05% | — | — | |
| 48 | MGPI 1.875 11-15-41债券 | Mgp Ingredients Inc | 债券 | 0.02% | — | — |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q2 2024 季度的美股持仓总市值约为 US$11.0亿，共申报了 48 个公开持股仓位。
在 Q2 2024 季度，Wellesley Asset Management 按市值排列的前三大核心持股分别为：LCII 1.125 05-15-26 (6.6%)、F 0 03-15-26 (6.4%)、AKAM 0.375 09-01-27 (5.9%)。其中最大持股仓位 LCII 1.125 05-15-26 占据整体投资组合约 6.6% 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 Q2 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。