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
58 檔
24.9%
Wellesley Asset Management 在 Q4 2024 季度的美股仓位总计估值为 US$11.0亿，分散于 58 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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, GBX 2.875 04-15-28 等）合计占整体申报市值的 24.9%，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 | 6.27% | — | -4.13% | |
| 2 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 5.98% | — | -2.39% | |
| 3 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 5.53% | -0.67% | -6.92% | |
| 4 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 5.51% | +0.45% | +1.52% | |
| 5 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 5.05% | -1.45% | -1.29% | |
| 6 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | 债券 | 4.83% | — | +0.70% | |
| 7 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 4.53% | -4.15% | EXIT | |
| 8 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 4.37% | — | -3.13% | |
| 9 | UBER 0 12-15-25债券 | Uber Technologies Inc | 债券 | 4.30% | — | -0.74% | |
| 10 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 4.02% | — | -9.20% | |
| 11 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.87% | -1.93% | +0.46% | |
| 12 | NICEIT 0 09-15-25债券 | Nice LTD | 债券 | 3.56% | — | -15.91% | |
| 13 | IMAX 0.5 04-01-26债券 | Imax CORP | 债券 | 3.20% | — | -10.52% | |
| 14 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 2.85% | — | -4.92% | |
| 15 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | 债券 | 2.85% | -1.78% | +33.21% | |
| 16 | VIAV 1.625 03-15-26债券 | Viavi Solutions Inc | 债券 | 2.80% | — | -18.43% | |
| 17 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 2.46% | -0.46% | EXIT | |
| 18 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 2.33% | — | -2.87% | |
| 19 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 2.06% | — | -34.85% | |
| 20 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 1.97% | — | — | |
| 21 | ATSG 3.875 08-15-29债券 | Air Transport Services G | 债券 | 1.91% | — | -51.62% | |
| 22 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.84% | -0.27% | -36.29% | |
| 23 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 1.84% | — | -4.42% | |
| 24 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 1.76% | +0.28% | -6.24% | |
| 25 | ✓ | 股票-其他 | 1.73% | — | — | ||
| 26 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 1.34% | — | +12.98% | |
| 27 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 1.27% | +0.38% | -30.26% | |
| 28 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | 债券 | 1.20% | — | -17.42% | |
| 29 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 1.07% | — | — | |
| 30 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 1.02% | — | -44.69% | |
| 31 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 0.94% | — | -43.34% | |
| 32 | BURL 2.25 04-15-25债券 | Burlington Stores Inc | 债券 | 0.63% | — | -3.61% | |
| 33 | Z 2.75 05-15-25债券 | Zillow Group Inc | 债券 | 0.55% | — | -52.94% | |
| 34 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.48% | — | +49.40% | |
| 35 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 0.39% | — | +0.93% | |
| 36 | BE 3 06-01-28债券 | Bloom Energy CORP | 债券 | 0.37% | — | -56.75% | |
| 37 | MGPI 1.875 11-15-41债券 | Mgp Ingredients Inc | 债券 | 0.33% | — | +118.44% | |
| 38 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | 债券 | 0.31% | — | +33.25% | |
| 39 | PEGA 0.75 03-01-25债券 | Pegasystems Inc | 债券 | 0.28% | — | -70.61% | |
| 40 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.22% | — | -46.84% | |
| 41 | OKTA 0.375 06-15-26债券 | Okta Inc | 债券 | 0.20% | — | — | |
| 42 | GMED 0.375 03-15-25债券 | Nuvasive Inc | 债券 | 0.20% | — | -59.63% | |
| 43 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.16% | +0.30% | -62.64% | |
| 44 | PATK 1.75 12-01-28债券 | Patrick Industries Inc | 债券 | 0.15% | — | -85.48% | |
| 45 | ✓ | 股票-其他 | 0.15% | — | — | ||
| 46 | ✓ | Imcr US | 股票-其他 | 0.13% | — | +100.00% | |
| 47 | EXAS 2 03-01-30债券 | Exact Sciences CORP | 债券 | 0.13% | — | — | |
| 48 | DAY 0.25 03-15-26债券 | Dayforce Inc | 债券 | 0.13% | — | — | |
| 49 | FWONK 2.25 08-15-27债券 | Liberty Media CORP | 债券 | 0.13% | +0.03% | NEW | |
| 50 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 0.11% | +0.04% | NEW |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q4 2024 季度的美股持仓总市值约为 US$11.0亿，共申报了 58 个公开持股仓位。
在 Q4 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 (6.0%)、GBX 2.875 04-15-28 (5.5%)。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。
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 Q4 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。