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
1151 檔
19.7%
根據最新整理的 13F 季度數據集，Calamos Advisors LLC 於 Q1 2026 結束時的管理資產規模為 US$300.7億。該機構在本季度申報了 1151 檔美股持倉，呈現出該時期的主要投資地圖。
Calamos Advisors LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 29 個全新部位及加碼 81 檔持股的同時，亦同步清倉 31 檔並減碼 58 檔標的。
整體而言，Calamos Advisors LLC 的前 5 大持股（包含 SPY, NVDA, AAPL）貢獻了組合市值的 19.7%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 1151 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 | 5.75% | -1.17% | +44.81% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.07% | -0.37% | +12.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.31% | -0.40% | +20.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.60% | +12.90% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.61% | -0.20% | +11.82% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | -0.14% | +10.57% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.82% | -0.08% | +17.74% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.66% | -0.68% | -9.98% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | -0.25% | +11.99% | |
| 10 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 1.41% | +1.33% | -27.21% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.11% | -0.06% | +5.13% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.05% | +8.42% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | +0.12% | +13.19% | |
| 14 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 0.93% | -0.19% | -1.60% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | -0.14% | -12.39% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.07% | +12.86% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.07% | +9.15% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.25% | +9.16% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.17% | +6.41% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.12% | +18.80% | |
| 21 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 0.66% | -0.04% | -7.93% | |
| 22 | ORCL 6.5 01-15-29 D債券 | Oracle CORP | 債券 | 0.65% | -0.06% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | -0.59% | +1853.98% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.25% | +3.32% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | +0.05% | +0.28% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.20% | +12.57% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | -0.09% | -3.62% | |
| 28 | GEV | GE Vernova Inc | 股票-工業 | 0.47% | +0.01% | +15.90% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | +0.32% | +173.94% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | -0.45% | +2637.18% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.04% | +6.51% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | -0.44% | +2585.86% | |
| 33 | MKSI 1.25 06-01-30債券 | Mks Inc | 債券 | 0.46% | +0.04% | -11.62% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | -0.03% | +3.23% | |
| 35 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | 債券 | 0.41% | -0.41% | -7.04% | |
| 36 | PPL 7 02-15-29債券 | Ppl Corporation | 債券 | 0.41% | -0.05% | — | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.04% | +13.28% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | +0.02% | -1.14% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | -0.13% | +22.20% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.39% | +0.81% | -19.20% | |
| 41 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 0.39% | -0.03% | -4.12% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.38% | -0.07% | +21.15% | |
| 43 | NEE 7.375 02-15-29債券 | Nextera Energy Inc | 債券 | 0.38% | -0.04% | — | |
| 44 | SO 7.125 12-15-28 A債券 | Southern Co | 債券 | 0.38% | -0.03% | -16.27% | |
| 45 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | 債券 | 0.38% | -0.01% | +11.35% | |
| 46 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | 債券 | 0.37% | -0.37% | +1.35% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.37% | +0.36% | +43.07% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | -0.04% | +3.73% | |
| 49 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.37% | +0.12% | -0.37% | |
| 50 | W 3.5 11-15-28債券 | Wayfair Inc | 債券 | 0.36% | -0.36% | EXIT |
| # | 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 | +1.6% | +44.81% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | +1853.98% | 加碼 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +2637.18% | 加碼 |
| 4 | IVE | Ishares S&p 500 Value ETF | +0.4% | +2585.86% | 加碼 |
| 5 | EFA | Ishares Msci Eafe ETF | +0.3% | +173.94% | 加碼 |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | +0.3% | +2877.22% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | +20.12% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +9.16% | 加碼 |
| 9 | UITB | Victoryshares Core Intermedi | +0.2% | +2378.05% | 加碼 |
| 10 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | +0.2% | -7.04% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +18.80% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.2% | +43.07% | 加碼 |
| 13 | CVX | Chevron CORP | +0.2% | +12.57% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.2% | +15.90% | 加碼 |
| 15 | ANET | Arista Networks Inc | +0.2% | +216.87% | 加碼 |
| 16 | CAIE | Calamos Autocallable Inc ETF | +0.2% | +7816.40% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.1% | +40.73% | 加碼 |
| 18 | LITE 0.5 12-15-26債券 | Lumentum Holdings Inc | +0.1% | -0.09% | 減碼 |
| 19 | FESM | Fidelity Enhanced Small Cap | +0.1% | +2467.27% | 加碼 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2619.05% | 加碼 |
| 21 | ASTS | Ast Spacemobile Inc | +0.1% | +3880.65% | 加碼 |
| 22 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | +0.1% | +1.35% | 加碼 |
| 23 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | +0.1% | +106.47% | 加碼 |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +82.91% | 加碼 |
| 25 | TXN | Texas Instruments Inc | +0.1% | +123.59% | 加碼 |
| 26 | LYV 2.875 01-15-30債券 | Live Nation Entertainmen | +0.1% | +81.68% | 加碼 |
| 27 | WBD | Warner Bros Discovery Inc | +0.1% | +817.68% | 加碼 |
| 28 | ABNB | Airbnb Inc-class A | +0.1% | +8065.66% | 加碼 |
| 29 | WDC 3 11-15-28債券 | Western Digital CORP | +0.1% | -27.21% | 減碼 |
| 30 | BE 3 06-01-28債券 | Bloom Energy CORP | +0.1% | -0.08% | 減碼 |
| 31 | MPC | Marathon Petroleum CORP | +0.1% | +1.90% | 加碼 |
| 32 | LIN | Linde plc | +0.1% | +13.28% | 加碼 |
| 33 | DDOG | Datadog Inc - Class A | +0.1% | +285.38% | 加碼 |
| 34 | SO | Southern Co/the | +0.1% | +113.90% | 加碼 |
| 35 | WMT | Walmart Inc | +0.1% | +6.41% | 加碼 |
| 36 | LRCX | Lam Research CORP | +0.1% | +12.75% | 加碼 |
| 37 | MSTR 2.25 06-15-32債券 | Strategy Inc | +0.1% | +76.87% | 加碼 |
| 38 | ON 0 05-01-27債券 | On Semiconductor CORP | +0.1% | +53.50% | 加碼 |
| 39 | TSEM | Tower Semiconductor Ltd. | +0.1% | +439.94% | 加碼 |
| 40 | PEN | Penumbra Inc | +0.1% | +1334.01% | 加碼 |
| 41 | PLD | Prologis Inc | +0.1% | +71.70% | 加碼 |
| 42 | CB | Chubb Limited | +0.1% | +35.93% | 加碼 |
| 43 | EMLC | Vaneck JPM Em Local Curr Bnd | +0.1% | +207.10% | 加碼 |
| 44 | DE | Deere & Co | +0.1% | +50.43% | 加碼 |
| 45 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +52.75% | 加碼 |
| 46 | AES | Aes CORP | +0.1% | +380.62% | 加碼 |
| 47 | MCK | Mckesson CORP | +0.1% | +60.20% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | +0.1% | +6.65% | 加碼 |
| 49 | TJX | Tjx Companies Inc | +0.1% | +28.21% | 加碼 |
| 50 | SNOW 0 10-01-29債券 | Snowflake Inc | +0.1% | +64.85% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Calamos Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$300.7億，共申報了 1151 個公開持股部位。
在 Q1 2026 季度，Calamos Advisors LLC 按市值排列的前三大核心持股分別為：SPY (5.8%)、NVDA (5.1%)、AAPL (4.3%)。其中最大持股部位 SPY 佔據整體投資組合約 5.8% 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
ORCL 6.5 01-15-29 D
市值: US$1.8億
本季最大獲利了結 / 清倉標的
SPOT 0 03-15-26
前期市值: US$1.6億
在 Q1 2026 季度中，Calamos Advisors LLC 共進行了 199 項持倉異動，包含新建倉 29 個部位、加碼 81 個部位、減碼 58 個部位以及清倉 31 個部位。 其中最大新建倉標的為 ORCL 6.5 01-15-29 D。 本季清倉部位包含 SPOT 0 03-15-26。
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。