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
872 檔
15.5%
在 Q1 2025 申報期間，Calamos Advisors LLC（CIK: 0001316507）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$300.7億，共持有 872 個公開申報部位。
Calamos Advisors LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 200 檔股票的新建倉與 0 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Calamos Advisors LLC 的前 5 大核心持股（包含 SPY, AAPL, MSFT 等）合計佔整體申報市值的 15.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 872 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 | 6.01% | -1.17% | +23.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.13% | -0.40% | -0.95% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | -0.60% | -2.20% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.57% | -0.37% | -2.41% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.79% | -0.14% | +1.98% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | -0.25% | -0.01% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | -0.20% | -3.30% | |
| 8 | PANW 0.375 06-01-25債券 | Palo Alto Networks | 債券 | 1.64% | — | +0.07% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.24% | -0.14% | +42.72% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | -0.07% | -4.57% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | -0.08% | -6.67% | |
| 12 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.04% | -0.04% | -5.84% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.12% | -6.46% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | -0.68% | -67.18% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.90% | -0.06% | -4.91% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.04% | +37.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.07% | -1.97% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.72% | -0.25% | +0.84% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.70% | +0.19% | -9.08% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.17% | +2.25% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.05% | -10.92% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.03% | +0.82% | |
| 23 | SPOT 0 03-15-26債券 | Spotify USA Inc | 債券 | 0.65% | — | -8.70% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.25% | +8.55% | |
| 25 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.62% | — | +1.18% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.61% | -0.09% | +11.77% | |
| 27 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.53% | -0.02% | +10.18% | |
| 28 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 0.52% | — | -9.29% | |
| 29 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 0.50% | -0.03% | -4.91% | |
| 30 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 0.48% | — | -12.28% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.02% | -2.34% | |
| 32 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.48% | -0.08% | -6.93% | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.48% | -0.04% | +1.04% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.46% | -0.04% | +13.19% | |
| 35 | SEALTD 0.25 09-15-26債券 | Sea LTD | 債券 | 0.45% | -0.01% | — | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | -0.08% | -1.67% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.03% | +1.49% | |
| 38 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.43% | +0.12% | -3.02% | |
| 39 | MSTR 0.625 03-15-30債券 | Strategy Inc | 債券 | 0.43% | -0.04% | — | |
| 40 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | 債券 | 0.41% | — | +0.27% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | -0.12% | +1.01% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.07% | +0.96% | |
| 43 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | 債券 | 0.40% | — | -7.70% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | -0.03% | +0.87% | |
| 45 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 0.40% | +1.33% | -0.19% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | +12.93% | |
| 47 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | 債券 | 0.40% | +0.01% | +0.76% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.39% | -0.04% | +15.01% | |
| 49 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | 債券 | 0.39% | -0.01% | +12.45% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.38% | -0.04% | +11.20% |
| # | 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 | — | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | — | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 6 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 8 | PANW 0.375 06-01-25債券 | Palo Alto Networks | — | NEW | 新建倉 |
| 9 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建倉 |
| 10 | V | Visa Inc-class A Shares | — | NEW | 新建倉 |
| 11 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 12 | BA 6 10-15-27債券 | Boeing Co/the | — | NEW | 新建倉 |
| 13 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 15 | TSLA | Tesla Inc | — | NEW | 新建倉 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建倉 |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 18 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 19 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
| 20 | WMT | Walmart Inc | — | NEW | 新建倉 |
| 21 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 22 | MA | Mastercard Inc - A | — | NEW | 新建倉 |
| 23 | SPOT 0 03-15-26債券 | Spotify USA Inc | — | NEW | 新建倉 |
| 24 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 25 | SO 3.875 12-15-25債券 | Southern Co | — | NEW | 新建倉 |
| 26 | WFC | Wells Fargo & Co | — | NEW | 新建倉 |
| 27 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | NEW | 新建倉 |
| 28 | ABNB 0 03-15-26債券 | Airbnb Inc | — | NEW | 新建倉 |
| 29 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | — | NEW | 新建倉 |
| 30 | APO 6.75 07-31-26債券 | Apollo Global Management | — | NEW | 新建倉 |
| 31 | BAC | Bank Of America CORP | — | NEW | 新建倉 |
| 32 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 33 | LIN | Linde plc | — | NEW | 新建倉 |
| 34 | ABBV | Abbvie Inc | — | NEW | 新建倉 |
| 35 | SEALTD 0.25 09-15-26債券 | Sea LTD | — | NEW | 新建倉 |
| 36 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 37 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 38 | ON 0.5 03-01-29債券 | On Semiconductor CORP | — | NEW | 新建倉 |
| 39 | MSTR 0.625 03-15-30債券 | Strategy Inc | — | NEW | 新建倉 |
| 40 | BKNG 0.75 05-01-25債券 | Booking Holdings Inc | — | NEW | 新建倉 |
| 41 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 42 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 43 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | — | NEW | 新建倉 |
| 44 | PG | Procter & Gamble Co/the | — | NEW | 新建倉 |
| 45 | WDC 3 11-15-28債券 | Western Digital CORP | — | NEW | 新建倉 |
| 46 | PM | Philip Morris International | — | NEW | 新建倉 |
| 47 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | — | NEW | 新建倉 |
| 48 | NOW | Servicenow Inc | — | NEW | 新建倉 |
| 49 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | — | NEW | 新建倉 |
| 50 | CRM | Salesforce Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Calamos Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$300.7億，共申報了 872 個公開持股部位。
在 Q1 2025 季度，Calamos Advisors LLC 按市值排列的前三大核心持股分別為：SPY (6.0%)、AAPL (4.1%)、MSFT (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 6.0% 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
SPY
市值: US$13.8億
在 Q1 2025 季度中，Calamos Advisors LLC 共進行了 200 項持倉異動，包含新建倉 200 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SPY。
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。