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
49 檔
25.6%
截至 Q3 2024 季度末，Wellesley Asset Management 的美股持仓估值约为 US$11.0亿，全数申报仓位共有 49 档。
在 Q3 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, BMRN 1.25 05-15-27 等）合计占整体申报市值的 25.6%，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 | 6.34% | — | -2.35% | |
| 2 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 5.81% | — | +1.45% | |
| 3 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 5.21% | +0.45% | -1.79% | |
| 4 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 5.06% | -0.67% | -3.26% | |
| 5 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 4.93% | -1.45% | -14.51% | |
| 6 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | 债券 | 4.72% | — | -5.02% | |
| 7 | UBER 0 12-15-25债券 | Uber Technologies Inc | 债券 | 4.43% | — | -5.21% | |
| 8 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 4.01% | — | -5.35% | |
| 9 | NICEIT 0 09-15-25债券 | Nice LTD | 债券 | 3.94% | — | +33.39% | |
| 10 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.87% | -1.93% | +5.68% | |
| 11 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 3.87% | — | +48.94% | |
| 12 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 3.77% | -4.15% | EXIT | |
| 13 | ATSG 3.875 08-15-29债券 | Air Transport Services G | 债券 | 3.49% | — | — | |
| 14 | IMAX 0.5 04-01-26债券 | Imax CORP | 债券 | 3.16% | — | -18.16% | |
| 15 | VIAV 1.625 03-15-26债券 | Viavi Solutions Inc | 债券 | 3.09% | — | +6.61% | |
| 16 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 3.02% | — | -5.92% | |
| 17 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 2.76% | — | -0.56% | |
| 18 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 2.75% | -0.27% | -12.47% | |
| 19 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | 债券 | 2.28% | -1.78% | — | |
| 20 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 2.26% | — | -39.47% | |
| 21 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 2.14% | -0.46% | EXIT | |
| 22 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 1.90% | +0.28% | — | |
| 23 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 1.76% | — | +4.52% | |
| 24 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 1.67% | — | — | |
| 25 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 1.65% | +0.38% | — | |
| 26 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 1.65% | — | +3.46% | |
| 27 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | 债券 | 1.34% | — | -17.71% | |
| 28 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 1.10% | — | -4.24% | |
| 29 | PATK 1.75 12-01-28债券 | Patrick Industries Inc | 债券 | 1.09% | — | -12.08% | |
| 30 | Z 2.75 05-15-25债券 | Zillow Group Inc | 债券 | 1.05% | — | -37.80% | |
| 31 | PEGA 0.75 03-01-25债券 | Pegasystems Inc | 债券 | 0.88% | — | — | |
| 32 | BURL 2.25 04-15-25债券 | Burlington Stores Inc | 债券 | 0.58% | — | -34.62% | |
| 33 | BE 3 06-01-28债券 | Bloom Energy CORP | 债券 | 0.53% | — | +1.16% | |
| 34 | GMED 0.375 03-15-25债券 | Nuvasive Inc | 债券 | 0.45% | — | — | |
| 35 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.42% | +0.30% | -40.92% | |
| 36 | EEFT 0.75 03-15-49债券 | Euronet Worldwide Inc | 债券 | 0.39% | — | -2.54% | |
| 37 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.39% | — | +110.49% | |
| 38 | SO 3.875 12-15-25债券 | Southern Co | 债券 | 0.34% | — | -6.04% | |
| 39 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 0.34% | — | -57.57% | |
| 40 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.31% | — | — | |
| 41 | GVA 3.75 05-15-28债券 | Granite Construction Inc | 债券 | 0.23% | — | -60.48% | |
| 42 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | 债券 | 0.22% | — | -22.23% | |
| 43 | MGPI 1.875 11-15-41债券 | Mgp Ingredients Inc | 债券 | 0.16% | — | +667.32% | |
| 44 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 0.12% | — | — | |
| 45 | HALO 1 08-15-28债券 | Halozyme Therapeutics In | 债券 | 0.12% | — | -28.57% | |
| 46 | LITE 1.5 12-15-29债券 | Lumentum Holdings Inc | 债券 | 0.11% | — | +100.00% | |
| 47 | SIRI 3.75 03-15-28债券 | Sirius Xm Holdings | 债券 | 0.11% | — | — | |
| 48 | IRWD 1.5 06-15-26债券 | Ironwood Pharmaceuticals | 债券 | 0.07% | — | -76.39% | |
| 49 | ✓ | Imcr US | 股票-其他 | 0.06% | — | — |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q3 2024 季度的美股持仓总市值约为 US$11.0亿，共申报了 49 个公开持股仓位。
在 Q3 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 (6.3%)、F 0 03-15-26 (5.8%)、BMRN 1.25 05-15-27 (5.2%)。其中最大持股仓位 LCII 1.125 05-15-26 占据整体投资组合约 6.3% 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。
在 Q3 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。
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