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
704 檔
17.5%
根據最新整理的 13F 季度數據集，Polar Asset Management Partners Inc. 於 Q2 2024 結束時的管理資產規模為 US$60.7億。該機構在本季度申報了 704 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2024，Polar Asset Management Partners Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 17 個新部位，並對 11 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 SPY, RCL 6 08-15-25, X 5 11-01-26）占據了總市值的 17.5%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 704 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 | 7.30% | -1.79% | -29.49% | |
| 2 | RCL 6 08-15-25債券 | Royal Caribbean Cruises | 債券 | 4.70% | — | — | |
| 3 | X 5 11-01-26債券 | United States Steel CORP | 債券 | 3.59% | — | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.26% | +0.69% | NEW | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 3.21% | — | -88.58% | |
| 6 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.60% | — | +16.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.31% | -0.45% | -22.67% | |
| 8 | ATI 3.5 06-15-25債券 | Ati Inc | 債券 | 1.86% | — | — | |
| 9 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 債券 | 1.61% | -1.40% | — | |
| 10 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 1.57% | — | +19.72% | |
| 11 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | 債券 | 1.49% | — | — | |
| 12 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | 債券 | 1.43% | — | — | |
| 13 | POST 2.5 08-15-27債券 | Post Holdings Inc | 債券 | 1.26% | — | +10.00% | |
| 14 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.17% | — | +162.95% | |
| 15 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 1.16% | -0.06% | — | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.12% | — | +124.35% | |
| 17 | PODD | Insulet CORP | 股票-醫療保健 | 1.11% | — | -39.49% | |
| 18 | GVA 3.75 05-15-28債券 | Granite Construction Inc | 債券 | 1.06% | +0.07% | — | |
| 19 | AMKUSD | Assetmark Financial Holdings | 股票-其他 | 1.05% | — | — | |
| 20 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.03% | — | +5.90% | |
| 21 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | 債券 | 1.01% | — | — | |
| 22 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 1.00% | -1.31% | +66.67% | |
| 23 | VECO 2.875 06-01-29債券 | Veeco Instruments Inc | 債券 | 0.90% | — | — | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.81% | +0.22% | NEW | |
| 25 | TRU | Transunion | 股票-金融 | 0.75% | +0.17% | NEW | |
| 26 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 0.71% | -0.23% | EXIT | |
| 27 | IONS 1.75 06-15-28債券 | Ionis Pharmaceuticals In | 債券 | 0.69% | — | — | |
| 28 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 0.62% | — | — | |
| 29 | VECO 3.75 06-01-27債券 | Veeco Instruments Inc | 債券 | 0.57% | — | +70.09% | |
| 30 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 0.56% | — | +175.00% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.54% | — | — | |
| 32 | XYL | Xylem Inc | 股票-工業 | 0.53% | — | +76.09% | |
| 33 | ✓ | Gp-act Iii Acquisition CORP | 股票-其他 | 0.52% | — | — | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | — | +39.90% | |
| 35 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.48% | — | +101.19% | |
| 36 | URI | United Rentals Inc | 股票-工業 | 0.47% | — | — | |
| 37 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | 債券 | 0.46% | — | — | |
| 38 | 8QR | Confluent Inc-class A | 股票-其他 | 0.46% | — | +329.19% | |
| 39 | ALTR 1.75 06-15-27債券 | Altair Engineering Inc | 債券 | 0.45% | — | -50.00% | |
| 40 | INFN 3.75 08-01-28債券 | Infinera CORP | 債券 | 0.45% | — | +33.33% | |
| 41 | GBX 2.875 04-15-28債券 | Greenbrier Cos Inc | 債券 | 0.45% | — | +33.33% | |
| 42 | GKOS | Glaukos CORP | 股票-醫療保健 | 0.43% | — | +51.03% | |
| 43 | NOA | North American Construction | 股票-其他 | 0.43% | -0.08% | EXIT | |
| 44 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.42% | — | — | |
| 45 | WDC | Western Digital CORP | 股票-科技 | 0.42% | -0.13% | EXIT | |
| 46 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | 債券 | 0.42% | — | — | |
| 47 | ✓ | Centurion Acquisition CORP | 股票-其他 | 0.41% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | +0.02% | -26.33% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.41% | +0.01% | — | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.41% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RCL 6 08-15-25債券 | Royal Caribbean Cruises | +4.7% | NEW | 新建倉 |
| 2 | IWM | Ishares Russell 2000 ETF | +2% | +116.02% | 加碼 |
| 3 | GVA 3.75 05-15-28債券 | Granite Construction Inc | +1.1% | NEW | 新建倉 |
| 4 | AMKUSD | Assetmark Financial Holdings | +1.1% | NEW | 新建倉 |
| 5 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | +1% | NEW | 新建倉 |
| 6 | VECO 2.875 06-01-29債券 | Veeco Instruments Inc | +0.9% | NEW | 新建倉 |
| 7 | PHYS | Sprott Physical Gold Trust | +0.8% | +16.02% | 加碼 |
| 8 | BDX | Becton Dickinson And Co | +0.8% | +162.95% | 加碼 |
| 9 | ISRG | Intuitive Surgical Inc | +0.8% | +124.35% | 加碼 |
| 10 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +0.7% | NEW | 新建倉 |
| 11 | IONS 1.75 06-15-28債券 | Ionis Pharmaceuticals In | +0.7% | NEW | 新建倉 |
| 12 | PSLV | Sprott Physical Silver Trust | +0.7% | +19.72% | 加碼 |
| 13 | TRU | Transunion | +0.7% | +667.04% | 加碼 |
| 14 | DUK 4.125 04-15-26債券 | Duke Energy CORP | +0.6% | NEW | 新建倉 |
| 15 | NOW | Servicenow Inc | +0.5% | NEW | 新建倉 |
| 16 | ✓ | Gp-act Iii Acquisition CORP | +0.5% | NEW | 新建倉 |
| 17 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +0.5% | +66.67% | 加碼 |
| 18 | URI | United Rentals Inc | +0.5% | NEW | 新建倉 |
| 19 | ✓ | Centurion Acquisition CORP | +0.4% | NEW | 新建倉 |
| 20 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | 新建倉 |
| 21 | T | At&t Inc | +0.4% | NEW | 新建倉 |
| 22 | APH | Amphenol Corp-cl A | +0.4% | NEW | 新建倉 |
| 23 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | +0.4% | +175.00% | 加碼 |
| 24 | 8QR | Confluent Inc-class A | +0.4% | +329.19% | 加碼 |
| 25 | FTAI | FTAI Aviation Ltd. | +0.4% | +101.19% | 加碼 |
| 26 | VZ | Verizon Communications Inc | +0.3% | NEW | 新建倉 |
| 27 | HCP2EUR | Hashicorp Inc-cl A | +0.3% | NEW | 新建倉 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -22.67% | 減碼 |
| 29 | PODD | Insulet CORP | -0.2% | -39.49% | 減碼 |
| 30 | ALTR 1.75 06-15-27債券 | Altair Engineering Inc | -0.2% | -50.00% | 減碼 |
| 31 | HUBB | Hubbell Inc | -0.3% | -48.35% | 減碼 |
| 32 | TRMB | Trimble Inc | -0.3% | -87.07% | 減碼 |
| 33 | TCN1EUR | Tricon Residential Inc | -0.3% | EXIT | 清倉 |
| 34 | GOOG | Alphabet Inc-cl C | -0.3% | EXIT | 清倉 |
| 35 | PRGS 1 04-15-26債券 | Progress Software CORP | -0.3% | -57.14% | 減碼 |
| 36 | RBA | Rb Global Inc | -0.3% | EXIT | 清倉 |
| 37 | MGPI 1.875 11-15-41債券 | Mgp Ingredients Inc | -0.3% | EXIT | 清倉 |
| 38 | SWAVUSD | Shockwave Medical Inc | -0.3% | EXIT | 清倉 |
| 39 | MTUM | Ishares Msci USA Momentum Fa | -0.3% | EXIT | 清倉 |
| 40 | GPN | Global Payments Inc | -0.3% | EXIT | 清倉 |
| 41 | COLL 2.625 02-15-26債券 | Collegium Pharma Inc | -0.3% | EXIT | 清倉 |
| 42 | NVDA | Nvidia CORP | -0.4% | +36.52% | 加碼 |
| 43 | CMCSA | Comcast Corp-class A | -0.4% | EXIT | 清倉 |
| 44 | RRX | Regal Rexnord CORP | -0.4% | EXIT | 清倉 |
| 45 | XLI | Ss Industrial Select Sector | -0.4% | EXIT | 清倉 |
| 46 | GKOS 2.75 06-15-27債券 | Glaukos CORP | -0.5% | EXIT | 清倉 |
| 47 | ✓ | -0.7% | — | 不變 | |
| 48 | PXDEUR | Pioneer Natural Resources Co | -0.8% | EXIT | 清倉 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -29.49% | 減碼 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -20% | -88.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Polar Asset Management Partners Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$60.7億，共申報了 704 個公開持股部位。
在 Q2 2024 季度，Polar Asset Management Partners Inc. 按市值排列的前三大核心持股分別為：SPY (7.3%)、RCL 6 08-15-25 (4.7%)、X 5 11-01-26 (3.6%)。其中最大持股部位 SPY 佔據整體投資組合約 7.3% 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
RCL 6 08-15-25
市值: US$2.3億
本季最大獲利了結 / 清倉標的
PXDEUR
前期市值: US$4642.1萬
在 Q2 2024 季度中，Polar Asset Management Partners Inc. 共進行了 49 項持倉異動，包含新建倉 17 個部位、加碼 11 個部位、減碼 8 個部位以及清倉 13 個部位。 其中最大新建倉標的為 RCL 6 08-15-25。 本季清倉部位包含 PXDEUR。
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。