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
61 檔
21.0%
Q1 2025 季度申报显示，Wellesley Asset Management 披露的美股组合总市值为 US$11.0亿，涵盖 61 个不同之权益投资仓位。
在 Q1 2025，Wellesley Asset Management 操作展现出积极扩展与加仓意向。本季共新建仓 61 个新仓位，并对 0 个既有持股进行加仓（合计增持 61 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Wellesley Asset Management 的前 5 大核心持股（包含 AKAM 0.375 09-01-27, BMRN 1.25 05-15-27, F 0 03-15-26 等）合计占整体申报市值的 21.0%，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 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 5.16% | -1.45% | +9.55% | |
| 2 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 4.90% | +0.45% | -8.56% | |
| 3 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 4.67% | — | -19.38% | |
| 4 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 4.31% | -4.15% | EXIT | |
| 5 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.90% | -1.93% | +15.57% | |
| 6 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | 债券 | 3.81% | -1.78% | +46.43% | |
| 7 | UBER 0 12-15-25债券 | Uber Technologies Inc | 债券 | 3.71% | — | -14.56% | |
| 8 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | 债券 | 3.56% | — | +1334.07% | |
| 9 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 3.52% | — | -18.55% | |
| 10 | NICEIT 0 09-15-25债券 | Nice LTD | 债券 | 3.43% | — | -1.13% | |
| 11 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 3.43% | -0.67% | -29.41% | |
| 12 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | 债券 | 3.22% | — | -36.42% | |
| 13 | LCII 1.125 05-15-26债券 | Lci Industries | 债券 | 3.08% | — | -47.44% | |
| 14 | WGO 3.25 01-15-30债券 | Winnebago Industries | 债券 | 3.02% | -0.38% | — | |
| 15 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 2.99% | — | -29.42% | |
| 16 | LYFT 0.625 03-01-29债券 | Lyft Inc | 债券 | 2.65% | -1.12% | — | |
| 17 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 2.56% | — | +440.59% | |
| 18 | FIVN 1 03-15-29债券 | Five9 Inc | 债券 | 2.40% | — | — | |
| 19 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 2.27% | — | +2.21% | |
| 20 | PSN 2.625 03-01-29债券 | Parsons CORP | 债券 | 2.16% | -0.21% | — | |
| 21 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 2.08% | -0.36% | — | |
| 22 | PCG 4.25 12-01-27债券 | Pg&e CORP | 债券 | 2.00% | -0.73% | +1787.40% | |
| 23 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 1.98% | — | +4.78% | |
| 24 | LIVN 2.5 03-15-29债券 | Livanova PLC | 债券 | 1.95% | +0.36% | — | |
| 25 | ABNB 0 03-15-26债券 | Airbnb Inc | 债券 | 1.92% | — | +47.33% | |
| 26 | EXPE 0 02-15-26债券 | Expedia Group Inc | 债券 | 1.86% | — | +82.30% | |
| 27 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | 债券 | 1.80% | — | -35.89% | |
| 28 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 1.78% | — | -13.42% | |
| 29 | IMAX 0.5 04-01-26债券 | Imax CORP | 债券 | 1.66% | — | -48.08% | |
| 30 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.65% | -0.27% | -13.20% | |
| 31 | DXCM 0.375 05-15-28债券 | Dexcom Inc | 债券 | 1.49% | — | — | |
| 32 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | 债券 | 1.36% | — | -19.97% | |
| 33 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 1.36% | +0.28% | -21.64% | |
| 34 | ATSG 3.875 08-15-29债券 | Air Transport Services G | 债券 | 1.16% | — | -36.83% | |
| 35 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | 债券 | 1.06% | — | -8.74% | |
| 36 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 0.82% | +0.38% | -20.66% | |
| 37 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 0.66% | — | -30.00% | |
| 38 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.63% | -0.46% | EXIT | |
| 39 | TMDX 1.5 06-01-28债券 | Transmedics Group Inc | 债券 | 0.56% | +0.02% | NEW | |
| 40 | MGPI 1.875 11-15-41债券 | Mgp Ingredients Inc | 债券 | 0.38% | — | +19.27% | |
| 41 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 0.37% | — | -60.32% | |
| 42 | BE 3 06-01-28债券 | Bloom Energy CORP | 债券 | 0.34% | — | -1.81% | |
| 43 | CSGS 3.875 09-15-28债券 | Csg Systems Internationa | 债券 | 0.21% | — | — | |
| 44 | DXCM 0.25 11-15-25债券 | Dexcom Inc | 债券 | 0.21% | — | -4.07% | |
| 45 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 0.18% | +0.30% | +10.84% | |
| 46 | ASND 2.25 04-01-28债券 | Ascendis Pharma A/s | 债券 | 0.18% | — | — | |
| 47 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 0.16% | — | — | |
| 48 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | 债券 | 0.16% | +0.16% | — | |
| 49 | DBX 0 03-01-28债券 | Dropbox Inc | 债券 | 0.15% | +0.36% | +50.00% | |
| 50 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 0.13% | -0.08% | +34.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | — | NEW | 新建仓 |
| 2 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | — | NEW | 新建仓 |
| 3 | F 0 03-15-26债券 | Ford Motor Company | — | NEW | 新建仓 |
| 4 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | — | NEW | 新建仓 |
| 5 | ON 0.5 03-01-29债券 | On Semiconductor CORP | — | NEW | 新建仓 |
| 6 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | — | NEW | 新建仓 |
| 7 | UBER 0 12-15-25债券 | Uber Technologies Inc | — | NEW | 新建仓 |
| 8 | SRPT 1.25 09-15-27债券 | Sarepta Therapeutics Inc | — | NEW | 新建仓 |
| 9 | SPOT 0 03-15-26债券 | Spotify USA Inc | — | NEW | 新建仓 |
| 10 | NICEIT 0 09-15-25债券 | Nice LTD | — | NEW | 新建仓 |
| 11 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | — | NEW | 新建仓 |
| 12 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | — | NEW | 新建仓 |
| 13 | LCII 1.125 05-15-26债券 | Lci Industries | — | NEW | 新建仓 |
| 14 | WGO 3.25 01-15-30债券 | Winnebago Industries | — | NEW | 新建仓 |
| 15 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | — | NEW | 新建仓 |
| 16 | LYFT 0.625 03-01-29债券 | Lyft Inc | — | NEW | 新建仓 |
| 17 | AWK 3.625 06-15-26债券 | American Water Capital C | — | NEW | 新建仓 |
| 18 | FIVN 1 03-15-29债券 | Five9 Inc | — | NEW | 新建仓 |
| 19 | ITRI 0 03-15-26债券 | Itron Inc | — | NEW | 新建仓 |
| 20 | PSN 2.625 03-01-29债券 | Parsons CORP | — | NEW | 新建仓 |
| 21 | GPN 1.5 03-01-31债券 | Global Payments Inc | — | NEW | 新建仓 |
| 22 | PCG 4.25 12-01-27债券 | Pg&e CORP | — | NEW | 新建仓 |
| 23 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | — | NEW | 新建仓 |
| 24 | LIVN 2.5 03-15-29债券 | Livanova PLC | — | NEW | 新建仓 |
| 25 | ABNB 0 03-15-26债券 | Airbnb Inc | — | NEW | 新建仓 |
| 26 | EXPE 0 02-15-26债券 | Expedia Group Inc | — | NEW | 新建仓 |
| 27 | JAZZ 2 06-15-26债券 | Jazz Investments I LTD | — | NEW | 新建仓 |
| 28 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | — | NEW | 新建仓 |
| 29 | IMAX 0.5 04-01-26债券 | Imax CORP | — | NEW | 新建仓 |
| 30 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | — | NEW | 新建仓 |
| 31 | DXCM 0.375 05-15-28债券 | Dexcom Inc | — | NEW | 新建仓 |
| 32 | LUV 1.25 05-01-25债券 | Southwest Airlines Co | — | NEW | 新建仓 |
| 33 | WKC 3.25 07-01-28债券 | World Kinect Group | — | NEW | 新建仓 |
| 34 | ATSG 3.875 08-15-29债券 | Air Transport Services G | — | NEW | 新建仓 |
| 35 | PCRX 0.75 08-01-25债券 | Pacira Biosciences Inc | — | NEW | 新建仓 |
| 36 | FLR 1.125 08-15-29债券 | Fluor CORP | — | NEW | 新建仓 |
| 37 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | — | NEW | 新建仓 |
| 38 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | — | NEW | 新建仓 |
| 39 | TMDX 1.5 06-01-28债券 | Transmedics Group Inc | — | NEW | 新建仓 |
| 40 | MGPI 1.875 11-15-41债券 | Mgp Ingredients Inc | — | NEW | 新建仓 |
| 41 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | — | NEW | 新建仓 |
| 42 | BE 3 06-01-28债券 | Bloom Energy CORP | — | NEW | 新建仓 |
| 43 | CSGS 3.875 09-15-28债券 | Csg Systems Internationa | — | NEW | 新建仓 |
| 44 | DXCM 0.25 11-15-25债券 | Dexcom Inc | — | NEW | 新建仓 |
| 45 | CMS 3.375 05-01-28债券 | Cms Energy CORP | — | NEW | 新建仓 |
| 46 | ASND 2.25 04-01-28债券 | Ascendis Pharma A/s | — | NEW | 新建仓 |
| 47 | DUK 4.125 04-15-26债券 | Duke Energy CORP | — | NEW | 新建仓 |
| 48 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | — | NEW | 新建仓 |
| 49 | DBX 0 03-01-28债券 | Dropbox Inc | — | NEW | 新建仓 |
| 50 | RGEN 1 12-15-28债券 | Repligen CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q1 2025 季度的美股持仓总市值约为 US$11.0亿，共申报了 61 个公开持股仓位。
在 Q1 2025 季度，Wellesley Asset Management 按市值排列的前三大核心持股分别为：AKAM 0.375 09-01-27 (5.2%)、BMRN 1.25 05-15-27 (4.9%)、F 0 03-15-26 (4.7%)。其中最大持股仓位 AKAM 0.375 09-01-27 占据整体投资组合约 5.2% 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
AKAM 0.375 09-01-27
市值: US$5172.6万
在 Q1 2025 季度中，Wellesley Asset Management 共进行了 61 项持仓异动，包含新建仓 61 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AKAM 0.375 09-01-27。
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。