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: 0001326389
申報總市值
US$60.7億
US$60.7億
761 檔
37.2%
截至 Q1 2024 季度末，Polar Asset Management Partners Inc. 的美股持倉估值約為 US$60.7億，全數申報部位共有 761 檔。
Polar Asset Management Partners Inc. 在 Q1 2024 進行了結構性的板塊輪動與部位換股。在開立 16 個全新部位及加碼 7 檔持股的同時，亦同步清倉 20 檔並減碼 7 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 HYG, SPY, X 5 11-01-26）占據了總市值的 37.2%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 761 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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 23.23% | — | +66.76% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.18% | -1.79% | -33.15% | |
| 3 | X 5 11-01-26債券 | United States Steel CORP | 債券 | 3.15% | — | +21.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.27% | -0.45% | -50.00% | |
| 5 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.76% | — | — | |
| 6 | ATI 3.5 06-15-25債券 | Ati Inc | 債券 | 1.42% | — | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | +0.69% | NEW | |
| 8 | PODD | Insulet CORP | 股票-醫療保健 | 1.28% | — | +274.98% | |
| 9 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | 債券 | 1.24% | — | +66.67% | |
| 10 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | 債券 | 1.23% | — | — | |
| 11 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 債券 | 1.23% | -1.40% | — | |
| 12 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 1.02% | -0.06% | — | |
| 13 | POST 2.5 08-15-27債券 | Post Holdings Inc | 債券 | 0.96% | — | +13.64% | |
| 14 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.90% | — | +46.09% | |
| 15 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.79% | — | +11.22% | |
| 16 | ✓ | 股票-其他 | 0.73% | — | — | ||
| 17 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.71% | — | -35.67% | |
| 18 | ALTR 1.75 06-15-27債券 | Altair Engineering Inc | 債券 | 0.67% | — | — | |
| 19 | PRGS 1 04-15-26債券 | Progress Software CORP | 債券 | 0.62% | — | — | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.58% | +0.22% | NEW | |
| 21 | HUBB | Hubbell Inc | 股票-工業 | 0.56% | — | +26.48% | |
| 22 | GKOS 2.75 06-15-27債券 | Glaukos CORP | 債券 | 0.53% | — | — | |
| 23 | PNR | Pentair plc | 股票-工業 | 0.53% | — | -5.15% | |
| 24 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.51% | -0.12% | EXIT | |
| 25 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.49% | -1.31% | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | -0.32% | +75.45% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.44% | -1.77% | +94.17% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | +0.02% | -54.72% | |
| 29 | ARES | Ares Management Corporation | 股票-金融 | 0.43% | — | — | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.43% | -0.52% | EXIT | |
| 31 | RRX | Regal Rexnord CORP | 股票-工業 | 0.42% | +0.05% | +50.49% | |
| 32 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.39% | — | — | |
| 33 | NOA | North American Construction | 股票-其他 | 0.38% | -0.08% | EXIT | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.37% | — | -81.29% | |
| 35 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | 債券 | 0.37% | — | +10.00% | |
| 36 | IRM | Iron Mountain Inc | 股票-房地產 | 0.36% | — | +88.19% | |
| 37 | OLED | Universal Display CORP | 股票-科技 | 0.36% | -0.10% | EXIT | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.35% | — | — | |
| 39 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.34% | — | — | |
| 40 | OMC | Omnicom Group | 股票-通訊服務 | 0.34% | — | +35.84% | |
| 41 | HLIT | Harmonic Inc | 股票-其他 | 0.34% | — | -36.52% | |
| 42 | GPN | Global Payments Inc | 股票-工業 | 0.33% | — | -8.89% | |
| 43 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | 債券 | 0.33% | — | — | |
| 44 | COLL 2.625 02-15-26債券 | Collegium Pharma Inc | 債券 | 0.33% | — | — | |
| 45 | NVST | Envista Holdings CORP | 股票-醫療保健 | 0.33% | — | +56.72% | |
| 46 | EBAY | Ebay Inc | 股票-循環性消費 | 0.33% | — | +37.27% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.32% | — | — | |
| 48 | TRMB | Trimble Inc | 股票-科技 | 0.31% | — | — | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.31% | — | — | |
| 50 | MGPI 1.875 11-15-41債券 | Mgp Ingredients Inc | 債券 | 0.31% | — | -17.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +9.1% | +66.76% | 加碼 |
| 2 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | +1.2% | NEW | 新建倉 |
| 3 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | +1% | NEW | 新建倉 |
| 4 | PODD | Insulet CORP | +0.8% | +274.98% | 加碼 |
| 5 | ✓ | +0.7% | NEW | 新建倉 | |
| 6 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | +0.6% | +66.67% | 加碼 |
| 7 | GKOS 2.75 06-15-27債券 | Glaukos CORP | +0.5% | NEW | 新建倉 |
| 8 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +0.5% | NEW | 新建倉 |
| 9 | XLI | Ss Industrial Select Sector | +0.4% | NEW | 新建倉 |
| 10 | BDX | Becton Dickinson And Co | +0.4% | NEW | 新建倉 |
| 11 | CMCSA | Comcast Corp-class A | +0.4% | NEW | 新建倉 |
| 12 | SO 3.875 12-15-25債券 | Southern Co | +0.3% | NEW | 新建倉 |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | NEW | 新建倉 |
| 14 | TRMB | Trimble Inc | +0.3% | NEW | 新建倉 |
| 15 | MRK | Merck & Co. Inc. | +0.3% | NEW | 新建倉 |
| 16 | NVDA | Nvidia CORP | +0.3% | +75.45% | 加碼 |
| 17 | PSLV | Sprott Physical Silver Trust | +0.3% | +46.09% | 加碼 |
| 18 | TCN1EUR | Tricon Residential Inc | +0.3% | NEW | 新建倉 |
| 19 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.3% | NEW | 新建倉 |
| 20 | RBA | Rb Global Inc | +0.3% | +510.60% | 加碼 |
| 21 | AMZN | Amazon.com Inc | +0.3% | +94.17% | 加碼 |
| 22 | COHR | Coherent CORP | +0.3% | NEW | 新建倉 |
| 23 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | 新建倉 |
| 24 | BKNG | Booking Holdings Inc | -0.3% | EXIT | 清倉 |
| 25 | ✓ | Agriculture & Nat Sol Acq Co | -0.3% | EXIT | 清倉 |
| 26 | FCX | Freeport-mcmoran Inc | -0.3% | EXIT | 清倉 |
| 27 | UBER | Uber Technologies Inc | -0.3% | EXIT | 清倉 |
| 28 | FCFS | Firstcash Holdings Inc | -0.3% | EXIT | 清倉 |
| 29 | META | Meta Platforms Inc-class A | -0.3% | -54.72% | 減碼 |
| 30 | SWAVUSD | Shockwave Medical Inc | -0.3% | -69.91% | 減碼 |
| 31 | SSD | Simpson Manufacturing Co Inc | -0.3% | EXIT | 清倉 |
| 32 | VZ | Verizon Communications Inc | -0.3% | EXIT | 清倉 |
| 33 | GDDY | Godaddy Inc - Class A | -0.3% | EXIT | 清倉 |
| 34 | ETSY | Etsy Inc | -0.3% | EXIT | 清倉 |
| 35 | AMD | Advanced Micro Devices | -0.3% | -60.25% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.4% | EXIT | 清倉 |
| 37 | JAZZ 2 06-15-26債券 | Jazz Investments I LTD | -0.4% | -66.67% | 減碼 |
| 38 | SPLK 1.125 09-15-25債券 | Splunk Inc | -0.4% | EXIT | 清倉 |
| 39 | ✓ | -0.4% | EXIT | 清倉 | |
| 40 | DXCM | Dexcom Inc | -0.4% | EXIT | 清倉 |
| 41 | SPLKCHF | Splunk Inc | -0.5% | EXIT | 清倉 |
| 42 | XHB | Ss Spdr S&p Homebldrs ETF | -0.7% | EXIT | 清倉 |
| 43 | DBX 0 03-01-28債券 | Dropbox Inc | -0.7% | EXIT | 清倉 |
| 44 | SONY | Sony Group CORP - Sp Adr | -0.8% | EXIT | 清倉 |
| 45 | SOXX | Ishares Semiconductor ETF | -0.9% | EXIT | 清倉 |
| 46 | ORA 2.5 07-15-27債券 | Ormat Technologies Inc | -1.1% | EXIT | 清倉 |
| 47 | BLMN 5 05-01-25債券 | Bloomin Brands Inc | -1.1% | EXIT | 清倉 |
| 48 | ISRG | Intuitive Surgical Inc | -1.3% | -81.29% | 減碼 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -2% | -50.00% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.1% | -33.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Polar Asset Management Partners Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$60.7億，共申報了 761 個公開持股部位。
在 Q1 2024 季度，Polar Asset Management Partners Inc. 按市值排列的前三大核心持股分別為：HYG (23.2%)、SPY (8.2%)、X 5 11-01-26 (3.1%)。其中最大持股部位 HYG 佔據整體投資組合約 23.2% 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
ITGR 2.125 02-15-28
市值: US$7227.1萬
本季最大獲利了結 / 清倉標的
BLMN 5 05-01-25
前期市值: US$6563.5萬
在 Q1 2024 季度中，Polar Asset Management Partners Inc. 共進行了 50 項持倉異動，包含新建倉 16 個部位、加碼 7 個部位、減碼 7 個部位以及清倉 20 個部位。 其中最大新建倉標的為 ITGR 2.125 02-15-28。 本季清倉部位包含 BLMN 5 05-01-25。
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。