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
710 檔
11.5%
Polar Asset Management Partners Inc. 在 Q3 2024 季度的美股部位總計估值為 US$60.7億，分散於 710 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，Polar Asset Management Partners Inc. 在獲利結算 64 檔個股的同時，將資本重新部署至 67 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SPY, PHYS, QQQ）累計市值佔比達 11.5%，是驅動 Polar Asset Management Partners Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 710 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 | 4.25% | -1.79% | -45.80% | |
| 2 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.98% | — | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.79% | -0.45% | +16.38% | |
| 4 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | 債券 | 2.47% | — | +30.00% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.26% | +0.69% | NEW | |
| 6 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 2.25% | -1.31% | +100.00% | |
| 7 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 債券 | 2.06% | -1.40% | +5.00% | |
| 8 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | 債券 | 1.98% | — | +18.00% | |
| 9 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 1.82% | -0.23% | EXIT | |
| 10 | GVA 3.75 05-15-28債券 | Granite Construction Inc | 債券 | 1.72% | +0.07% | +28.57% | |
| 11 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 1.69% | -0.06% | +30.00% | |
| 12 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 1.68% | — | — | |
| 13 | FLR 1.125 08-15-29債券 | Fluor CORP | 債券 | 1.42% | — | — | |
| 14 | TTEK 2.25 08-15-28債券 | Tetra Tech Inc | 債券 | 1.39% | — | — | |
| 15 | POST 2.5 08-15-27債券 | Post Holdings Inc | 債券 | 1.39% | — | — | |
| 16 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 1.22% | — | +100.00% | |
| 17 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 1.21% | — | +300.00% | |
| 18 | PODD | Insulet CORP | 股票-醫療保健 | 1.10% | — | -15.24% | |
| 19 | ✓ | Powerschool Holdings Inc | 股票-其他 | 1.06% | — | +4291.88% | |
| 20 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | 債券 | 1.01% | — | +100.00% | |
| 21 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.96% | — | -21.70% | |
| 22 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.83% | — | — | |
| 23 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 0.79% | — | +144.44% | |
| 24 | WKC 3.25 07-01-28債券 | World Kinect Group | 債券 | 0.77% | — | — | |
| 25 | LRN 1.125 09-01-27債券 | Stride Inc | 債券 | 0.75% | — | — | |
| 26 | NOA | North American Construction | 股票-其他 | 0.68% | -0.08% | EXIT | |
| 27 | CTLTEUR | Catalent Inc | 股票-其他 | 0.67% | — | +5150.00% | |
| 28 | ✓ | 股票-其他 | 0.67% | — | — | ||
| 29 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | 債券 | 0.67% | — | — | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | -0.04% | +82.18% | |
| 31 | NVST | Envista Holdings CORP | 股票-醫療保健 | 0.63% | — | +375.62% | |
| 32 | AMED | Amedisys Inc | 股票-其他 | 0.61% | — | — | |
| 33 | GKOS | Glaukos CORP | 股票-醫療保健 | 0.60% | — | +24.23% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.58% | +0.22% | NEW | |
| 35 | ✓ | 股票-其他 | 0.57% | — | +260.00% | ||
| 36 | ENV 2.625 12-01-27債券 | Envestnet Inc | 債券 | 0.56% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | +0.02% | +13.62% | |
| 38 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | 債券 | 0.53% | — | — | |
| 39 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.51% | — | -55.72% | |
| 40 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | 債券 | 0.49% | — | — | |
| 41 | APP | Applovin Corp-class A | 股票-科技 | 0.48% | — | +133.51% | |
| 42 | IEX | Idex CORP | 股票-工業 | 0.47% | +0.02% | — | |
| 43 | GBX 2.875 04-15-28債券 | Greenbrier Cos Inc | 債券 | 0.47% | — | — | |
| 44 | CALX | Calix Inc | 股票-科技 | 0.46% | -0.17% | EXIT | |
| 45 | SWN1EUR | Southwestern Energy Co | 股票-其他 | 0.46% | — | +1916.67% | |
| 46 | PEN | Penumbra Inc | 股票-醫療保健 | 0.45% | -0.02% | — | |
| 47 | TREX | Trex Company Inc | 股票-工業 | 0.44% | — | — | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.44% | — | — | |
| 49 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.44% | -0.12% | EXIT | |
| 50 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.43% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLR 1.125 08-15-29債券 | Fluor CORP | +1.4% | NEW | 新建倉 |
| 2 | TTEK 2.25 08-15-28債券 | Tetra Tech Inc | +1.4% | NEW | 新建倉 |
| 3 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +1.3% | +100.00% | 加碼 |
| 4 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +1.1% | +128.57% | 加碼 |
| 5 | ✓ | Powerschool Holdings Inc | +1% | +4291.88% | 加碼 |
| 6 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | +1% | +30.00% | 加碼 |
| 7 | 0C3 | Endeavor Group Hold-class A | +0.9% | +300.00% | 加碼 |
| 8 | SMARGBP | Smartsheet Inc-class A | +0.8% | NEW | 新建倉 |
| 9 | WKC 3.25 07-01-28債券 | World Kinect Group | +0.8% | NEW | 新建倉 |
| 10 | LRN 1.125 09-01-27債券 | Stride Inc | +0.8% | NEW | 新建倉 |
| 11 | ✓ | +0.7% | NEW | 新建倉 | |
| 12 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | +0.7% | NEW | 新建倉 |
| 13 | CTLTEUR | Catalent Inc | +0.7% | +5150.00% | 加碼 |
| 14 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | +0.7% | +100.00% | 加碼 |
| 15 | GVA 3.75 05-15-28債券 | Granite Construction Inc | +0.7% | +28.57% | 加碼 |
| 16 | AMED | Amedisys Inc | +0.6% | NEW | 新建倉 |
| 17 | ENV 2.625 12-01-27債券 | Envestnet Inc | +0.6% | NEW | 新建倉 |
| 18 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | +0.6% | +100.00% | 加碼 |
| 19 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | +0.5% | +30.00% | 加碼 |
| 20 | NVST | Envista Holdings CORP | +0.5% | +375.62% | 加碼 |
| 21 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | +0.5% | NEW | 新建倉 |
| 22 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | +0.5% | +18.00% | 加碼 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +16.38% | 加碼 |
| 24 | IEX | Idex CORP | +0.5% | NEW | 新建倉 |
| 25 | HCP2EUR | Hashicorp Inc-cl A | +0.5% | +144.44% | 加碼 |
| 26 | PEN | Penumbra Inc | +0.5% | NEW | 新建倉 |
| 27 | IDCC 3.5 06-01-27債券 | Interdigital Inc | +0.5% | +5.00% | 加碼 |
| 28 | TREX | Trex Company Inc | +0.4% | NEW | 新建倉 |
| 29 | MDT | Medtronic plc | +0.4% | NEW | 新建倉 |
| 30 | SWN1EUR | Southwestern Energy Co | +0.4% | +1916.67% | 加碼 |
| 31 | AWK 3.625 06-15-26債券 | American Water Capital C | +0.4% | NEW | 新建倉 |
| 32 | SBAC | Sba Communications CORP | +0.4% | NEW | 新建倉 |
| 33 | ✓ | Silverbox CORP Iv | +0.4% | NEW | 新建倉 |
| 34 | ALFUW | Centurion Acquisition Corp. | +0.4% | NEW | 新建倉 |
| 35 | ✓ | +0.4% | +260.00% | 加碼 | |
| 36 | EQXCN 4.75 10-15-28債券 | Equinox Gold CORP | +0.4% | NEW | 新建倉 |
| 37 | PHYS | Sprott Physical Gold Trust | +0.4% | — | 不變 |
| 38 | IJR | Ishares Core S&p Small-cap E | +0.4% | NEW | 新建倉 |
| 39 | ✓ | Andretti Acquisition CORP Ii | +0.4% | NEW | 新建倉 |
| 40 | TMUS | T-mobile US Inc | +0.4% | NEW | 新建倉 |
| 41 | GPATU | GP-Act III Acquisition Corp. | +0.4% | NEW | 新建倉 |
| 42 | APP | Applovin Corp-class A | +0.4% | +133.51% | 加碼 |
| 43 | CSCO | Cisco Systems Inc | +0.3% | +82.18% | 加碼 |
| 44 | XRT | Ss Spdr S&p Retail ETF | +0.3% | NEW | 新建倉 |
| 45 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建倉 |
| 46 | TXN | Texas Instruments Inc | +0.3% | NEW | 新建倉 |
| 47 | EAF | GrafTech International Ltd. | +0.3% | NEW | 新建倉 |
| 48 | CUBWW | Lionheart Holdings | +0.3% | NEW | 新建倉 |
| 49 | ✓ | +0.3% | NEW | 新建倉 | |
| 50 | BNTX | Biontech Se-adr | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Polar Asset Management Partners Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$60.7億，共申報了 710 個公開持股部位。
在 Q3 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 (4.3%)、PHYS (3.0%)、QQQ (2.8%)。其中最大持股部位 SPY 佔據整體投資組合約 4.3% 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
FLR 1.125 08-15-29
市值: US$6725.5萬
本季最大獲利了結 / 清倉標的
RCL 6 08-15-25
前期市值: US$2.3億
在 Q3 2024 季度中，Polar Asset Management Partners Inc. 共進行了 198 項持倉異動，包含新建倉 67 個部位、加碼 37 個部位、減碼 30 個部位以及清倉 64 個部位。 其中最大新建倉標的為 FLR 1.125 08-15-29。 本季清倉部位包含 RCL 6 08-15-25。
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。