13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001316507
申報總市值
US$300.7億
US$300.7億
874 檔
16.4%
截至 Q4 2024 季度末，Calamos Advisors LLC 的美股持倉估值約為 US$300.7億，全數申報部位共有 874 檔。
在 Q4 2024，Calamos Advisors LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 77 個部位並完全清倉 37 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 SPY, AAPL, NVDA）占據了總市值的 16.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 874 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.64% | -1.17% | +54.56% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.52% | -0.40% | +0.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.35% | -0.37% | -3.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | -0.60% | -0.11% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.02% | -0.14% | +1.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.64% | -0.68% | -1.14% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | -0.20% | +3.41% | |
| 8 | PANW 0.375 06-01-25債券 | Palo Alto Networks | 債券 | 1.68% | — | -0.11% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.68% | -0.25% | +1.30% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | -0.08% | +8.78% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.38% | -0.06% | -11.83% | |
| 12 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.08% | -0.04% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.07% | +10.40% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.12% | +1.19% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | +0.05% | -6.92% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.84% | -0.14% | +7.58% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.07% | +3.36% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.71% | +0.19% | +8.57% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | -0.25% | +0.09% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.17% | -1.82% | |
| 21 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 0.63% | — | -0.63% | |
| 22 | SPOT 0 03-15-26債券 | Spotify USA Inc | 債券 | 0.61% | — | +55.82% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | -0.03% | +0.16% | |
| 24 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.56% | — | +8.30% | |
| 25 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 0.54% | — | -11.58% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.25% | -0.10% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | -0.09% | -3.35% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.04% | — | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.02% | -7.04% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.03% | -8.68% | |
| 31 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | 債券 | 0.47% | — | +12.90% | |
| 32 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.47% | +0.12% | -0.95% | |
| 33 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 0.46% | -0.03% | — | |
| 34 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 0.45% | — | — | |
| 35 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.44% | +0.29% | +83.59% | |
| 36 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.44% | -0.08% | +3.49% | |
| 37 | NOW | Servicenow Inc | 股票-科技 | 0.44% | -0.04% | -8.76% | |
| 38 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.43% | -0.02% | -0.44% | |
| 39 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | 債券 | 0.43% | — | -0.82% | |
| 40 | SEALTD 0.25 09-15-26債券 | Sea LTD | 債券 | 0.42% | -0.01% | — | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.07% | +0.15% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.04% | +20.55% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | -0.08% | -0.15% | |
| 44 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | 債券 | 0.41% | +0.01% | -6.33% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.41% | -0.04% | -0.10% | |
| 46 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 0.40% | +1.33% | — | |
| 47 | W 3.5 11-15-28債券 | Wayfair Inc | 債券 | 0.38% | -0.36% | EXIT | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | -0.03% | +0.19% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | +0.05% | +5.14% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.07% | -10.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +54.56% | 加碼 |
| 2 | BA 6 10-15-27債券 | Boeing Co/the | +1.1% | NEW | 新建倉 |
| 3 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +0.5% | NEW | 新建倉 |
| 4 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | +0.5% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.4% | +8.78% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.4% | +1.18% | 加碼 |
| 7 | WDC 3 11-15-28債券 | Western Digital CORP | +0.4% | NEW | 新建倉 |
| 8 | TSLA | Tesla Inc | +0.4% | -11.83% | 減碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.41% | 加碼 |
| 10 | SPOT 0 03-15-26債券 | Spotify USA Inc | +0.2% | +55.82% | 加碼 |
| 11 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.2% | +83.59% | 加碼 |
| 12 | PCG 4.25 12-01-27債券 | Pg&e CORP | +0.2% | NEW | 新建倉 |
| 13 | AAPL | Apple Inc | +0.2% | +0.14% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +10.40% | 加碼 |
| 15 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | +0.2% | NEW | 新建倉 |
| 16 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +1379.11% | 加碼 |
| 17 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | +0.2% | +12.90% | 加碼 |
| 18 | BERYEUR | Berry Global Group Inc | +0.2% | NEW | 新建倉 |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +162.81% | 加碼 |
| 20 | BKLN | Invesco Senior Loan ETF | +0.1% | +127.42% | 加碼 |
| 21 | APY1EUR | Championx CORP | +0.1% | +470.42% | 加碼 |
| 22 | ALTR 1.75 06-15-27債券 | Altair Engineering Inc | +0.1% | +194.43% | 加碼 |
| 23 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 24 | NVDA | Nvidia CORP | +0.1% | -3.79% | 減碼 |
| 25 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.1% | -0.63% | 減碼 |
| 26 | CRM | Salesforce Inc | +0.1% | +20.55% | 加碼 |
| 27 | ENOV 3.875 10-15-28債券 | Enovis CORP | +0.1% | NEW | 新建倉 |
| 28 | NFLX | Netflix Inc | +0.1% | +0.09% | 加碼 |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.58% | 加碼 |
| 30 | EVRG 4.5 12-15-27債券 | Evergy Inc | +0.1% | NEW | 新建倉 |
| 31 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 32 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.1% | NEW | 新建倉 |
| 33 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 34 | CP | Canadian Pacific Kansas City | +0.1% | +2497.41% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +3.36% | 加碼 |
| 36 | WM | Waste Management Inc | +0.1% | +70.73% | 加碼 |
| 37 | FRPT 3 04-01-28債券 | Freshpet Inc | +0.1% | +110.02% | 加碼 |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | +51.98% | 加碼 |
| 39 | BA | Boeing Co/the | +0.1% | +62.39% | 加碼 |
| 40 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 41 | WFC | Wells Fargo & Co | +0.1% | -3.35% | 減碼 |
| 42 | LRN 1.125 09-01-27債券 | Stride Inc | +0.1% | +20.54% | 加碼 |
| 43 | WK 1.25 08-15-28債券 | Workiva Inc | +0.1% | +63.20% | 加碼 |
| 44 | SNOW | Snowflake Inc | +0.1% | +1169.61% | 加碼 |
| 45 | PFE | Pfizer Inc | +0.1% | +70.17% | 加碼 |
| 46 | AAL | American Airlines Group Inc | +0.1% | +93.83% | 加碼 |
| 47 | NSC | Norfolk Southern CORP | +0.1% | +166.50% | 加碼 |
| 48 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.1% | +82.10% | 加碼 |
| 49 | FLBL | Franklin Senior Loan ETF | +0.1% | +274.53% | 加碼 |
| 50 | GS | Goldman Sachs Group Inc | +0.1% | +5.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Calamos Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$300.7億，共申報了 874 個公開持股部位。
在 Q4 2024 季度，Calamos Advisors LLC 按市值排列的前三大核心持股分別為：SPY (4.6%)、AAPL (4.5%)、NVDA (4.3%)。其中最大持股部位 SPY 佔據整體投資組合約 4.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BA 6 10-15-27
市值: US$2.6億
本季最大獲利了結 / 清倉標的
MDB 0.25 01-15-26
前期市值: US$9043.1萬
在 Q4 2024 季度中，Calamos Advisors LLC 共進行了 198 項持倉異動，包含新建倉 26 個部位、加碼 58 個部位、減碼 77 個部位以及清倉 37 個部位。 其中最大新建倉標的為 BA 6 10-15-27。 本季清倉部位包含 MDB 0.25 01-15-26。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。