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
54 檔
18.8%
根据最新整理的 13F 季度数据集，Wellesley Asset Management 于 Q4 2025 结束时的管理资产规模为 US$11.0亿。该机构在本季度申报了 54 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Wellesley Asset Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 13 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Wellesley Asset Management 的前 5 大核心持股（包含 BOX 1.5 09-15-29, HAE 2.5 06-01-29, SYNA 0.75 12-01-31 等）合计占整体申报市值的 18.8%，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 | BOX 1.5 09-15-29债券 | Box Inc | 债券 | 4.51% | -0.47% | +40.04% | |
| 2 | HAE 2.5 06-01-29债券 | Haemonetics CORP | 债券 | 4.41% | -0.31% | +43.99% | |
| 3 | SYNA 0.75 12-01-31债券 | Synaptics Inc | 债券 | 4.34% | -1.69% | — | |
| 4 | LIVN 2.5 03-15-29债券 | Livanova PLC | 债券 | 4.09% | +0.36% | -17.11% | |
| 5 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 4.03% | — | -14.63% | |
| 6 | PCG 4.25 12-01-27债券 | Pg&e CORP | 债券 | 3.98% | -0.73% | -9.10% | |
| 7 | ITRI 1.375 07-15-30债券 | Itron Inc | 债券 | 3.84% | +0.29% | +863.49% | |
| 8 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 3.78% | -0.67% | +19.88% | |
| 9 | BL 1 06-01-29债券 | Blackline Inc | 债券 | 3.76% | +0.09% | -3.83% | |
| 10 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 3.70% | -4.15% | EXIT | |
| 11 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 3.51% | -0.42% | -9.81% | |
| 12 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.29% | -1.93% | -16.93% | |
| 13 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 债券 | 3.14% | -3.10% | EXIT | |
| 14 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 3.06% | -1.45% | -4.74% | |
| 15 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 2.76% | -0.08% | +1.19% | |
| 16 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | 债券 | 2.74% | -1.78% | -32.78% | |
| 17 | WGO 3.25 01-15-30债券 | Winnebago Industries | 债券 | 2.70% | -0.38% | -11.37% | |
| 18 | LYFT 0.625 03-01-29债券 | Lyft Inc | 债券 | 2.68% | -1.12% | -19.24% | |
| 19 | PSN 2.625 03-01-29债券 | Parsons CORP | 债券 | 2.56% | -0.21% | -4.49% | |
| 20 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 2.51% | -0.36% | +4.90% | |
| 21 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 2.23% | — | -11.14% | |
| 22 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 债券 | 2.10% | — | -5.95% | |
| 23 | OMCL 1 12-01-29债券 | Omnicell Inc | 债券 | 1.90% | +0.07% | — | |
| 24 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | 债券 | 1.86% | -1.90% | -5.86% | |
| 25 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | 债券 | 1.76% | -0.26% | — | |
| 26 | ALRM 2.25 06-01-29债券 | Alarm.com Hldgs Inc | 债券 | 1.73% | -0.06% | +77.18% | |
| 27 | PRGS 3.5 03-01-30债券 | Progress Software CORP | 债券 | 1.71% | -0.42% | +367.66% | |
| 28 | DDOG 0 12-01-29债券 | Datadog Inc | 债券 | 1.59% | -0.99% | — | |
| 29 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.51% | -0.27% | -5.78% | |
| 30 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 1.36% | — | -8.97% | |
| 31 | ENOV 3.875 10-15-28债券 | Enovis CORP | 债券 | 1.35% | — | — | |
| 32 | FE 4 05-01-26债券 | Firstenergy CORP | 债券 | 1.13% | — | — | |
| 33 | SPB 3.375 06-01-29债券 | Spectrum Brands Inc | 债券 | 0.89% | -0.96% | EXIT | |
| 34 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 0.87% | — | -4.39% | |
| 35 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 0.63% | +0.28% | +26.74% | |
| 36 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | 债券 | 0.58% | +0.16% | +14.29% | |
| 37 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 0.55% | +1.01% | +40.11% | |
| 38 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 0.55% | +0.38% | -4.86% | |
| 39 | PCRX 2.125 05-15-29债券 | Pacira Biosciences Inc | 债券 | 0.52% | -0.05% | +206.04% | |
| 40 | COGT 1.625 11-15-31债券 | Cogent Biosciences Inc | 债券 | 0.48% | +0.25% | — | |
| 41 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 0.46% | — | -75.76% | |
| 42 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 0.45% | +0.13% | — | |
| 43 | GWRE 1.25 11-01-29债券 | Guidewire Software Inc | 债券 | 0.45% | -0.53% | — | |
| 44 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.43% | -0.46% | EXIT | |
| 45 | DBX 0 03-01-28债券 | Dropbox Inc | 债券 | 0.42% | +0.36% | — | |
| 46 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 0.41% | +0.45% | -84.95% | |
| 47 | IMCR 2.5 02-01-30债券 | Immunocore Holdings | 债券 | 0.39% | -0.03% | +15.28% | |
| 48 | MKSI 1.25 06-01-30债券 | Mks Inc | 债券 | 0.38% | — | — | |
| 49 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 0.36% | — | +16.67% | |
| 50 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | 债券 | 0.36% | -0.19% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ITRI 1.375 07-15-30债券 | Itron Inc | +3.4% | +863.49% | 加仓 |
| 2 | HAE 2.5 06-01-29债券 | Haemonetics CORP | +1.8% | +43.99% | 加仓 |
| 3 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | +1.4% | +75.05% | 加仓 |
| 4 | PRGS 3.5 03-01-30债券 | Progress Software CORP | +1.4% | +367.66% | 加仓 |
| 5 | BOX 1.5 09-15-29债券 | Box Inc | +1.3% | +40.04% | 加仓 |
| 6 | ALRM 2.25 06-01-29债券 | Alarm.com Hldgs Inc | +0.8% | +77.18% | 加仓 |
| 7 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | +0.8% | +19.88% | 加仓 |
| 8 | PCRX 2.125 05-15-29债券 | Pacira Biosciences Inc | +0.4% | +206.04% | 加仓 |
| 9 | RGEN 1 12-15-28债券 | Repligen CORP | +0.3% | +1.19% | 加仓 |
| 10 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | +0.2% | +40.11% | 加仓 |
| 11 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | +0.2% | +14.29% | 加仓 |
| 12 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.2% | +4.90% | 加仓 |
| 13 | WKC 3.25 07-01-28债券 | World Kinect Group | +0.1% | +26.74% | 加仓 |
| 14 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | +0.1% | -4.74% | 减仓 |
| 15 | BL 1 06-01-29债券 | Blackline Inc | +0.1% | -3.83% | 减仓 |
| 16 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | +0.1% | -4.39% | 减仓 |
| 17 | MKSI 1.25 06-01-30债券 | Mks Inc | +0.1% | — | 不变 |
| 18 | IMCR 2.5 02-01-30债券 | Immunocore Holdings | +0.1% | +15.28% | 加仓 |
| 19 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 0% | +16.67% | 加仓 |
| 20 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | 0% | -5.86% | 减仓 |
| 21 | DUK 4.125 04-15-26债券 | Duke Energy CORP | — | — | 不变 |
| 22 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 0% | -5.95% | 减仓 |
| 23 | FLR 1.125 08-15-29债券 | Fluor CORP | 0% | -4.86% | 减仓 |
| 24 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 0% | -7.53% | 减仓 |
| 25 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 0% | -9.06% | 减仓 |
| 26 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | -0.1% | -14.29% | 减仓 |
| 27 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | -0.1% | -5.78% | 减仓 |
| 28 | WGO 3.25 01-15-30债券 | Winnebago Industries | -0.1% | -11.37% | 减仓 |
| 29 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | -0.1% | -8.97% | 减仓 |
| 30 | PCG 4.25 12-01-27债券 | Pg&e CORP | -0.2% | -9.10% | 减仓 |
| 31 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | -0.2% | -8.74% | 减仓 |
| 32 | CSGS 3.875 09-15-28债券 | Csg Systems Internationa | -0.3% | -51.85% | 减仓 |
| 33 | LIVN 2.5 03-15-29债券 | Livanova PLC | -0.3% | -17.11% | 减仓 |
| 34 | PSN 2.625 03-01-29债券 | Parsons CORP | -0.3% | -4.49% | 减仓 |
| 35 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | -0.4% | -9.81% | 减仓 |
| 36 | ON 0.5 03-01-29债券 | On Semiconductor CORP | -0.4% | -16.93% | 减仓 |
| 37 | F 0 03-15-26债券 | Ford Motor Company | -0.4% | -14.63% | 减仓 |
| 38 | LYFT 0.625 03-01-29债券 | Lyft Inc | -0.7% | -19.24% | 减仓 |
| 39 | SPOT 0 03-15-26债券 | Spotify USA Inc | -0.7% | -11.14% | 减仓 |
| 40 | SPB 3.375 06-01-29债券 | Spectrum Brands Inc | -1.1% | -57.21% | 减仓 |
| 41 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | -1.1% | -32.78% | 减仓 |
| 42 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | -1.4% | -75.76% | 减仓 |
| 43 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | -2.2% | -84.95% | 减仓 |
| 44 | SYNA 0.75 12-01-31债券 | Synaptics Inc | — | NEW | 新建仓 |
| 45 | UBER 0 12-15-25债券 | Uber Technologies Inc | — | EXIT | 清仓 |
| 46 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | — | EXIT | 清仓 |
| 47 | ITRI 0 03-15-26债券 | Itron Inc | — | EXIT | 清仓 |
| 48 | OMCL 1 12-01-29债券 | Omnicell Inc | — | NEW | 新建仓 |
| 49 | DKNG 0 03-15-28债券 | Draftkings Holdings Inc | — | EXIT | 清仓 |
| 50 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q4 2025 季度的美股持仓总市值约为 US$11.0亿，共申报了 54 个公开持股仓位。
在 Q4 2025 季度，Wellesley Asset Management 按市值排列的前三大核心持股分别为：BOX 1.5 09-15-29 (4.5%)、HAE 2.5 06-01-29 (4.4%)、SYNA 0.75 12-01-31 (4.3%)。其中最大持股仓位 BOX 1.5 09-15-29 占据整体投资组合约 4.5% 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
SYNA 0.75 12-01-31
市值: US$4171.2万
本季最大获利了结 / 清仓标的
UBER 0 12-15-25
前期市值: US$3961.0万
在 Q4 2025 季度中，Wellesley Asset Management 共进行了 65 项持仓异动，包含新建仓 11 个仓位、加仓 15 个仓位、减仓 26 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 SYNA 0.75 12-01-31。 本季清仓仓位包含 UBER 0 12-15-25。
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。