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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001533551
申报总市值
US$11.0亿
US$11.0亿
54 檔
17.5%
在 Q1 2026 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 54 档。
Wellesley Asset Management 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 18 档持股的同时，亦同步清仓 12 档并减仓 21 档标的。
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, VSH 2.25 09-15-30, SYNA 0.75 12-01-31 等）合计占整体申报市值的 17.5%，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 | 4.76% | -0.47% | +14.01% | |
| 2 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 4.15% | -4.15% | EXIT | |
| 3 | SYNA 0.75 12-01-31债券 | Synaptics Inc | 债券 | 3.80% | -1.69% | -12.36% | |
| 4 | PCG 4.25 12-01-27债券 | Pg&e CORP | 债券 | 3.73% | -0.73% | -7.87% | |
| 5 | HAE 2.5 06-01-29债券 | Haemonetics CORP | 债券 | 3.65% | -0.31% | -6.34% | |
| 6 | ITRI 1.375 07-15-30债券 | Itron Inc | 债券 | 3.61% | +0.29% | -0.38% | |
| 7 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 债券 | 3.56% | -1.45% | -1.34% | |
| 8 | BL 1 06-01-29债券 | Blackline Inc | 债券 | 3.54% | +0.09% | +6.82% | |
| 9 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 3.47% | -0.67% | -14.88% | |
| 10 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | 债券 | 3.45% | -0.42% | -0.50% | |
| 11 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 3.36% | -1.93% | -1.10% | |
| 12 | LIVN 2.5 03-15-29债券 | Livanova PLC | 债券 | 3.20% | +0.36% | -19.13% | |
| 13 | GWRE 1.25 11-01-29债券 | Guidewire Software Inc | 债券 | 3.18% | -0.53% | +705.85% | |
| 14 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 债券 | 3.10% | -3.10% | EXIT | |
| 15 | DDOG 0 12-01-29债券 | Datadog Inc | 债券 | 3.09% | -0.99% | +97.39% | |
| 16 | PSN 2.625 03-01-29债券 | Parsons CORP | 债券 | 2.94% | -0.21% | +24.87% | |
| 17 | MCHP 0.75 06-01-30债券 | Microchip Technology Inc | 债券 | 2.91% | -0.21% | — | |
| 18 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 2.81% | -0.36% | +19.63% | |
| 19 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | 债券 | 2.67% | -0.36% | — | |
| 20 | WGO 3.25 01-15-30债券 | Winnebago Industries | 债券 | 2.52% | -0.38% | -3.44% | |
| 21 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | 债券 | 2.48% | -1.78% | -8.59% | |
| 22 | PRGS 3.5 03-01-30债券 | Progress Software CORP | 债券 | 2.33% | -0.42% | +58.97% | |
| 23 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 2.32% | -0.08% | +1.49% | |
| 24 | LMAT 2.5 02-01-30债券 | Lemaitre Vascular Inc | 债券 | 2.23% | -0.31% | +510.31% | |
| 25 | DBX 0 03-01-28债券 | Dropbox Inc | 债券 | 2.09% | +0.36% | +459.23% | |
| 26 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | 债券 | 2.07% | -1.90% | -5.51% | |
| 27 | LYFT 0.625 03-01-29债券 | Lyft Inc | 债券 | 2.07% | -1.12% | -8.34% | |
| 28 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | 债券 | 1.82% | -0.26% | -2.25% | |
| 29 | OMCL 1 12-01-29债券 | Omnicell Inc | 债券 | 1.81% | +0.07% | +13.21% | |
| 30 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 1.59% | +0.30% | +479.65% | |
| 31 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 1.14% | -0.27% | -29.83% | |
| 32 | LCII 3 03-01-30债券 | Lci Industries | 债券 | 1.04% | -0.31% | — | |
| 33 | SPB 3.375 06-01-29债券 | Spectrum Brands Inc | 债券 | 0.96% | -0.96% | EXIT | |
| 34 | AVAV 0 07-15-30债券 | Aerovironment Inc | 债券 | 0.82% | +2.61% | — | |
| 35 | PCRX 2.125 05-15-29债券 | Pacira Biosciences Inc | 债券 | 0.74% | -0.05% | +44.01% | |
| 36 | ARRY 1 12-01-28债券 | Array Technologies Inc | 债券 | 0.70% | -0.70% | EXIT | |
| 37 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 0.63% | +0.28% | +26.01% | |
| 38 | JAZZ 3.125 09-15-30债券 | Jazz Investments I LTD | 债券 | 0.60% | +0.33% | — | |
| 39 | ALRM 2.25 06-01-29债券 | Alarm.com Hldgs Inc | 债券 | 0.55% | -0.06% | -67.65% | |
| 40 | SO 4.5 06-15-27债券 | Southern Co | 债券 | 0.47% | -0.07% | — | |
| 41 | LYV 2.875 01-15-30债券 | Live Nation Entertainmen | 债券 | 0.47% | +0.43% | — | |
| 42 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 债券 | 0.46% | -0.46% | EXIT | |
| 43 | CAKE 2 03-15-30债券 | Cheesecake Factory (the) | 债券 | 0.43% | +0.38% | — | |
| 44 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | 债券 | 0.41% | +0.45% | -1.06% | |
| 45 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 0.35% | +0.38% | -6.82% | |
| 46 | COGT 1.625 11-15-31债券 | Cogent Biosciences Inc | 债券 | 0.34% | +0.25% | +15.63% | |
| 47 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 0.32% | +1.01% | -0.12% | |
| 48 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 0.28% | +0.13% | — | |
| 49 | NTNX 0.5 12-15-29债券 | Nutanix Inc | 债券 | 0.26% | +1.20% | — | |
| 50 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | 债券 | 0.26% | +0.16% | +3.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GWRE 1.25 11-01-29债券 | Guidewire Software Inc | +2.7% | +705.85% | 加仓 |
| 2 | LMAT 2.5 02-01-30债券 | Lemaitre Vascular Inc | +1.9% | +510.31% | 加仓 |
| 3 | DBX 0 03-01-28债券 | Dropbox Inc | +1.7% | +459.23% | 加仓 |
| 4 | DDOG 0 12-01-29债券 | Datadog Inc | +1.5% | +97.39% | 加仓 |
| 5 | CMS 3.375 05-01-28债券 | Cms Energy CORP | +1.3% | +479.65% | 加仓 |
| 6 | PRGS 3.5 03-01-30债券 | Progress Software CORP | +0.6% | +58.97% | 加仓 |
| 7 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | +0.5% | -1.34% | 减仓 |
| 8 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | +0.5% | +5.98% | 加仓 |
| 9 | PSN 2.625 03-01-29债券 | Parsons CORP | +0.4% | +24.87% | 加仓 |
| 10 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.3% | +19.63% | 加仓 |
| 11 | BOX 1.5 09-15-29债券 | Box Inc | +0.3% | +14.01% | 加仓 |
| 12 | PCRX 2.125 05-15-29债券 | Pacira Biosciences Inc | +0.2% | +44.01% | 加仓 |
| 13 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | +0.2% | -5.51% | 减仓 |
| 14 | SPB 3.375 06-01-29债券 | Spectrum Brands Inc | +0.1% | +2.90% | 加仓 |
| 15 | ON 0.5 03-01-29债券 | On Semiconductor CORP | +0.1% | -1.10% | 减仓 |
| 16 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | +0.1% | -2.25% | 减仓 |
| 17 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | 0% | -1.95% | 减仓 |
| 18 | WKC 3.25 07-01-28债券 | World Kinect Group | — | +26.01% | 加仓 |
| 19 | BMRN 1.25 05-15-27债券 | Biomarin Pharmaceutical | — | -1.06% | 减仓 |
| 20 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 0% | -0.14% | 减仓 |
| 21 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | -0.1% | -0.50% | 减仓 |
| 22 | OMCL 1 12-01-29债券 | Omnicell Inc | -0.1% | +13.21% | 加仓 |
| 23 | COGT 1.625 11-15-31债券 | Cogent Biosciences Inc | -0.1% | +15.63% | 加仓 |
| 24 | IMCR 2.5 02-01-30债券 | Immunocore Holdings | -0.2% | — | 不变 |
| 25 | POST 2.5 08-15-27债券 | Post Holdings Inc | -0.2% | — | 不变 |
| 26 | WEC 4.375 06-01-27债券 | Wec Energy Group Inc | -0.2% | — | 不变 |
| 27 | WGO 3.25 01-15-30债券 | Winnebago Industries | -0.2% | -3.44% | 减仓 |
| 28 | FLR 1.125 08-15-29债券 | Fluor CORP | -0.2% | -6.82% | 减仓 |
| 29 | BL 1 06-01-29债券 | Blackline Inc | -0.2% | +6.82% | 加仓 |
| 30 | ITRI 1.375 07-15-30债券 | Itron Inc | -0.2% | -0.38% | 减仓 |
| 31 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | -0.2% | -0.12% | 减仓 |
| 32 | PCG 4.25 12-01-27债券 | Pg&e CORP | -0.3% | -7.87% | 减仓 |
| 33 | AMPH 2 03-15-29债券 | Amphastar Pharmaceutical | -0.3% | -8.59% | 减仓 |
| 34 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | -0.3% | -14.88% | 减仓 |
| 35 | COLL 2.875 02-15-29债券 | Collegium Pharma Inc | -0.3% | +3.13% | 加仓 |
| 36 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | -0.4% | -29.83% | 减仓 |
| 37 | RGEN 1 12-15-28债券 | Repligen CORP | -0.4% | +1.49% | 加仓 |
| 38 | SYNA 0.75 12-01-31债券 | Synaptics Inc | -0.5% | -12.36% | 减仓 |
| 39 | LYFT 0.625 03-01-29债券 | Lyft Inc | -0.6% | -8.34% | 减仓 |
| 40 | HAE 2.5 06-01-29债券 | Haemonetics CORP | -0.8% | -6.34% | 减仓 |
| 41 | LIVN 2.5 03-15-29债券 | Livanova PLC | -0.9% | -19.13% | 减仓 |
| 42 | ALRM 2.25 06-01-29债券 | Alarm.com Hldgs Inc | -1.2% | -67.65% | 减仓 |
| 43 | F 0 03-15-26债券 | Ford Motor Company | — | EXIT | 清仓 |
| 44 | MCHP 0.75 06-01-30债券 | Microchip Technology Inc | — | NEW | 新建仓 |
| 45 | NVST 1.75 08-15-28债券 | Envista Holdings CORP | — | NEW | 新建仓 |
| 46 | SPOT 0 03-15-26债券 | Spotify USA Inc | — | EXIT | 清仓 |
| 47 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | — | EXIT | 清仓 |
| 48 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | — | EXIT | 清仓 |
| 49 | ENOV 3.875 10-15-28债券 | Enovis CORP | — | EXIT | 清仓 |
| 50 | FE 4 05-01-26债券 | Firstenergy CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wellesley Asset Management 在 Q1 2026 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 Q1 2026 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 (4.8%)、VSH 2.25 09-15-30 (4.2%)、SYNA 0.75 12-01-31 (3.8%)。其中最大持股仓位 BOX 1.5 09-15-29 占据整体投资组合约 4.8% 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。
本季最大新建仓标的
MCHP 0.75 06-01-30
市值: US$2771.5万
本季最大获利了结 / 清仓标的
F 0 03-15-26
前期市值: US$3871.7万
在 Q1 2026 季度中，Wellesley Asset Management 共进行了 63 项持仓异动，包含新建仓 12 个仓位、加仓 18 个仓位、减仓 21 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 MCHP 0.75 06-01-30。 本季清仓仓位包含 F 0 03-15-26。
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。