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。
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CIK: 0001533551
申報總市值
US$11.0億
US$11.0億
61 檔
21.0%
Q1 2025 季度申報顯示，Wellesley Asset Management 揭露的美股組合總市值為 US$11.0億，涵蓋 61 個不同之權益投資部位。
觀察 Q1 2025 的申報異動，Wellesley Asset Management 採取了強勁的買進策略，建倉與加碼動作（合計 61 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AKAM 0.375 09-01-27, BMRN 1.25 05-15-27, F 0 03-15-26）占據了總市值的 21.0%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AKAM 0.375 09-01-27債券 | Akamai Technologies Inc | 債券 | 5.16% | -1.45% | +9.55% | |
| 2 | BMRN 1.25 05-15-27債券 | Biomarin Pharmaceutical | 債券 | 4.90% | +0.45% | -8.56% | |
| 3 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 4.67% | — | -19.38% | |
| 4 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | 債券 | 4.31% | -4.15% | EXIT | |
| 5 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 3.90% | -1.93% | +15.57% | |
| 6 | AMPH 2 03-15-29債券 | Amphastar Pharmaceutical | 債券 | 3.81% | -1.78% | +46.43% | |
| 7 | UBER 0 12-15-25債券 | Uber Technologies Inc | 債券 | 3.71% | — | -14.56% | |
| 8 | SRPT 1.25 09-15-27債券 | Sarepta Therapeutics Inc | 債券 | 3.56% | — | +1334.07% | |
| 9 | SPOT 0 03-15-26債券 | Spotify USA Inc | 債券 | 3.52% | — | -18.55% | |
| 10 | NICEIT 0 09-15-25債券 | Nice LTD | 債券 | 3.43% | — | -1.13% | |
| 11 | GBX 2.875 04-15-28債券 | Greenbrier Cos Inc | 債券 | 3.43% | -0.67% | -29.41% | |
| 12 | HALO 0.25 03-01-27債券 | Halozyme Therapeutics In | 債券 | 3.22% | — | -36.42% | |
| 13 | LCII 1.125 05-15-26債券 | Lci Industries | 債券 | 3.08% | — | -47.44% | |
| 14 | WGO 3.25 01-15-30債券 | Winnebago Industries | 債券 | 3.02% | -0.38% | — | |
| 15 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | 債券 | 2.99% | — | -29.42% | |
| 16 | LYFT 0.625 03-01-29債券 | Lyft Inc | 債券 | 2.65% | -1.12% | — | |
| 17 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 2.56% | — | +440.59% | |
| 18 | FIVN 1 03-15-29債券 | Five9 Inc | 債券 | 2.40% | — | — | |
| 19 | ITRI 0 03-15-26債券 | Itron Inc | 債券 | 2.27% | — | +2.21% | |
| 20 | PSN 2.625 03-01-29債券 | Parsons CORP | 債券 | 2.16% | -0.21% | — | |
| 21 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 2.08% | -0.36% | — | |
| 22 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 2.00% | -0.73% | +1787.40% | |
| 23 | CSWC 5.125 11-15-29債券 | Capital Southwest CORP | 債券 | 1.98% | — | +4.78% | |
| 24 | LIVN 2.5 03-15-29債券 | Livanova PLC | 債券 | 1.95% | +0.36% | — | |
| 25 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 1.92% | — | +47.33% | |
| 26 | EXPE 0 02-15-26債券 | Expedia Group Inc | 債券 | 1.86% | — | +82.30% | |
| 27 | JAZZ 2 06-15-26債券 | Jazz Investments I LTD | 債券 | 1.80% | — | -35.89% | |
| 28 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 1.78% | — | -13.42% | |
| 29 | IMAX 0.5 04-01-26債券 | Imax CORP | 債券 | 1.66% | — | -48.08% | |
| 30 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 1.65% | -0.27% | -13.20% | |
| 31 | DXCM 0.375 05-15-28債券 | Dexcom Inc | 債券 | 1.49% | — | — | |
| 32 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 1.36% | — | -19.97% | |
| 33 | WKC 3.25 07-01-28債券 | World Kinect Group | 債券 | 1.36% | +0.28% | -21.64% | |
| 34 | ATSG 3.875 08-15-29債券 | Air Transport Services G | 債券 | 1.16% | — | -36.83% | |
| 35 | PCRX 0.75 08-01-25債券 | Pacira Biosciences Inc | 債券 | 1.06% | — | -8.74% | |
| 36 | FLR 1.125 08-15-29債券 | Fluor CORP | 債券 | 0.82% | +0.38% | -20.66% | |
| 37 | ORA 2.5 07-15-27債券 | Ormat Technologies Inc | 債券 | 0.66% | — | -30.00% | |
| 38 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 0.63% | -0.46% | EXIT | |
| 39 | TMDX 1.5 06-01-28債券 | Transmedics Group Inc | 債券 | 0.56% | +0.02% | NEW | |
| 40 | MGPI 1.875 11-15-41債券 | Mgp Ingredients Inc | 債券 | 0.38% | — | +19.27% | |
| 41 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | 債券 | 0.37% | — | -60.32% | |
| 42 | BE 3 06-01-28債券 | Bloom Energy CORP | 債券 | 0.34% | — | -1.81% | |
| 43 | CSGS 3.875 09-15-28債券 | Csg Systems Internationa | 債券 | 0.21% | — | — | |
| 44 | DXCM 0.25 11-15-25債券 | Dexcom Inc | 債券 | 0.21% | — | -4.07% | |
| 45 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 0.18% | +0.30% | +10.84% | |
| 46 | ASND 2.25 04-01-28債券 | Ascendis Pharma A/s | 債券 | 0.18% | — | — | |
| 47 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 0.16% | — | — | |
| 48 | COLL 2.875 02-15-29債券 | Collegium Pharma Inc | 債券 | 0.16% | +0.16% | — | |
| 49 | DBX 0 03-01-28債券 | Dropbox Inc | 債券 | 0.15% | +0.36% | +50.00% | |
| 50 | RGEN 1 12-15-28債券 | Repligen CORP | 債券 | 0.13% | -0.08% | +34.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AKAM 0.375 09-01-27債券 | Akamai Technologies Inc | — | NEW | 新建倉 |
| 2 | BMRN 1.25 05-15-27債券 | Biomarin Pharmaceutical | — | NEW | 新建倉 |
| 3 | F 0 03-15-26債券 | Ford Motor Company | — | NEW | 新建倉 |
| 4 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | — | NEW | 新建倉 |
| 5 | ON 0.5 03-01-29債券 | On Semiconductor CORP | — | NEW | 新建倉 |
| 6 | AMPH 2 03-15-29債券 | Amphastar Pharmaceutical | — | NEW | 新建倉 |
| 7 | UBER 0 12-15-25債券 | Uber Technologies Inc | — | NEW | 新建倉 |
| 8 | SRPT 1.25 09-15-27債券 | Sarepta Therapeutics Inc | — | NEW | 新建倉 |
| 9 | SPOT 0 03-15-26債券 | Spotify USA Inc | — | NEW | 新建倉 |
| 10 | NICEIT 0 09-15-25債券 | Nice LTD | — | NEW | 新建倉 |
| 11 | GBX 2.875 04-15-28債券 | Greenbrier Cos Inc | — | NEW | 新建倉 |
| 12 | HALO 0.25 03-01-27債券 | Halozyme Therapeutics In | — | NEW | 新建倉 |
| 13 | LCII 1.125 05-15-26債券 | Lci Industries | — | NEW | 新建倉 |
| 14 | WGO 3.25 01-15-30債券 | Winnebago Industries | — | NEW | 新建倉 |
| 15 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | — | NEW | 新建倉 |
| 16 | LYFT 0.625 03-01-29債券 | Lyft Inc | — | NEW | 新建倉 |
| 17 | AWK 3.625 06-15-26債券 | American Water Capital C | — | NEW | 新建倉 |
| 18 | FIVN 1 03-15-29債券 | Five9 Inc | — | NEW | 新建倉 |
| 19 | ITRI 0 03-15-26債券 | Itron Inc | — | NEW | 新建倉 |
| 20 | PSN 2.625 03-01-29債券 | Parsons CORP | — | NEW | 新建倉 |
| 21 | GPN 1.5 03-01-31債券 | Global Payments Inc | — | NEW | 新建倉 |
| 22 | PCG 4.25 12-01-27債券 | Pg&e CORP | — | NEW | 新建倉 |
| 23 | CSWC 5.125 11-15-29債券 | Capital Southwest CORP | — | NEW | 新建倉 |
| 24 | LIVN 2.5 03-15-29債券 | Livanova PLC | — | NEW | 新建倉 |
| 25 | ABNB 0 03-15-26債券 | Airbnb Inc | — | NEW | 新建倉 |
| 26 | EXPE 0 02-15-26債券 | Expedia Group Inc | — | NEW | 新建倉 |
| 27 | JAZZ 2 06-15-26債券 | Jazz Investments I LTD | — | NEW | 新建倉 |
| 28 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | — | NEW | 新建倉 |
| 29 | IMAX 0.5 04-01-26債券 | Imax CORP | — | NEW | 新建倉 |
| 30 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | NEW | 新建倉 |
| 31 | DXCM 0.375 05-15-28債券 | Dexcom Inc | — | NEW | 新建倉 |
| 32 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | — | NEW | 新建倉 |
| 33 | WKC 3.25 07-01-28債券 | World Kinect Group | — | NEW | 新建倉 |
| 34 | ATSG 3.875 08-15-29債券 | Air Transport Services G | — | NEW | 新建倉 |
| 35 | PCRX 0.75 08-01-25債券 | Pacira Biosciences Inc | — | NEW | 新建倉 |
| 36 | FLR 1.125 08-15-29債券 | Fluor CORP | — | NEW | 新建倉 |
| 37 | ORA 2.5 07-15-27債券 | Ormat Technologies Inc | — | NEW | 新建倉 |
| 38 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | — | NEW | 新建倉 |
| 39 | TMDX 1.5 06-01-28債券 | Transmedics Group Inc | — | NEW | 新建倉 |
| 40 | MGPI 1.875 11-15-41債券 | Mgp Ingredients Inc | — | NEW | 新建倉 |
| 41 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | — | NEW | 新建倉 |
| 42 | BE 3 06-01-28債券 | Bloom Energy CORP | — | NEW | 新建倉 |
| 43 | CSGS 3.875 09-15-28債券 | Csg Systems Internationa | — | NEW | 新建倉 |
| 44 | DXCM 0.25 11-15-25債券 | Dexcom Inc | — | NEW | 新建倉 |
| 45 | CMS 3.375 05-01-28債券 | Cms Energy CORP | — | NEW | 新建倉 |
| 46 | ASND 2.25 04-01-28債券 | Ascendis Pharma A/s | — | NEW | 新建倉 |
| 47 | DUK 4.125 04-15-26債券 | Duke Energy CORP | — | NEW | 新建倉 |
| 48 | COLL 2.875 02-15-29債券 | Collegium Pharma Inc | — | NEW | 新建倉 |
| 49 | DBX 0 03-01-28債券 | Dropbox Inc | — | NEW | 新建倉 |
| 50 | RGEN 1 12-15-28債券 | Repligen CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wellesley Asset Management 在 Q1 2025 季度的美股持倉總市值約為 US$11.0億，共申報了 61 個公開持股部位。
在 Q1 2025 季度，Wellesley Asset Management 按市值排列的前三大核心持股分別為：AKAM 0.375 09-01-27 (5.2%)、BMRN 1.25 05-15-27 (4.9%)、F 0 03-15-26 (4.7%)。其中最大持股部位 AKAM 0.375 09-01-27 佔據整體投資組合約 5.2% 的權重。
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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
AKAM 0.375 09-01-27
市值: US$5172.6萬
在 Q1 2025 季度中，Wellesley Asset Management 共進行了 61 項持倉異動，包含新建倉 61 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 AKAM 0.375 09-01-27。
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。