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: 0001533551
申報總市值
US$11.0億
US$11.0億
54 檔
17.5%
在 Q1 2026 的 13F 官方備案中，Wellesley Asset Management 管理的美股投資組合規模來到 US$11.0億，整體持股檔數為 54 檔。
觀察 Q1 2026 的資金脈絡，Wellesley Asset Management 在獲利結算 12 檔個股的同時，將資本重新部署至 12 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Wellesley Asset Management 的前 5 大核心持股（包含 BOX 1.5 09-15-29, VSH 2.25 09-15-30, SYNA 0.75 12-01-31 等）合計佔整體申報市值的 17.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BOX 1.5 09-15-29債券 | Box Inc | 債券 | 4.76% | -0.47% | +14.01% | |
| 2 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | 債券 | 4.15% | -4.15% | EXIT | |
| 3 | SYNA 0.75 12-01-31債券 | Synaptics Inc | 債券 | 3.80% | -1.69% | -12.36% | |
| 4 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 3.73% | -0.73% | -7.87% | |
| 5 | HAE 2.5 06-01-29債券 | Haemonetics CORP | 債券 | 3.65% | -0.31% | -6.34% | |
| 6 | ITRI 1.375 07-15-30債券 | Itron Inc | 債券 | 3.61% | +0.29% | -0.38% | |
| 7 | AKAM 0.375 09-01-27債券 | Akamai Technologies Inc | 債券 | 3.56% | -1.45% | -1.34% | |
| 8 | BL 1 06-01-29債券 | Blackline Inc | 債券 | 3.54% | +0.09% | +6.82% | |
| 9 | GBX 2.875 04-15-28債券 | Greenbrier Cos Inc | 債券 | 3.47% | -0.67% | -14.88% | |
| 10 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 債券 | 3.45% | -0.42% | -0.50% | |
| 11 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 3.36% | -1.93% | -1.10% | |
| 12 | LIVN 2.5 03-15-29債券 | Livanova PLC | 債券 | 3.20% | +0.36% | -19.13% | |
| 13 | GWRE 1.25 11-01-29債券 | Guidewire Software Inc | 債券 | 3.18% | -0.53% | +705.85% | |
| 14 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | 債券 | 3.10% | -3.10% | EXIT | |
| 15 | DDOG 0 12-01-29債券 | Datadog Inc | 債券 | 3.09% | -0.99% | +97.39% | |
| 16 | PSN 2.625 03-01-29債券 | Parsons CORP | 債券 | 2.94% | -0.21% | +24.87% | |
| 17 | MCHP 0.75 06-01-30債券 | Microchip Technology Inc | 債券 | 2.91% | -0.21% | — | |
| 18 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 2.81% | -0.36% | +19.63% | |
| 19 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | 債券 | 2.67% | -0.36% | — | |
| 20 | WGO 3.25 01-15-30債券 | Winnebago Industries | 債券 | 2.52% | -0.38% | -3.44% | |
| 21 | AMPH 2 03-15-29債券 | Amphastar Pharmaceutical | 債券 | 2.48% | -1.78% | -8.59% | |
| 22 | PRGS 3.5 03-01-30債券 | Progress Software CORP | 債券 | 2.33% | -0.42% | +58.97% | |
| 23 | RGEN 1 12-15-28債券 | Repligen CORP | 債券 | 2.32% | -0.08% | +1.49% | |
| 24 | LMAT 2.5 02-01-30債券 | Lemaitre Vascular Inc | 債券 | 2.23% | -0.31% | +510.31% | |
| 25 | DBX 0 03-01-28債券 | Dropbox Inc | 債券 | 2.09% | +0.36% | +459.23% | |
| 26 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | 債券 | 2.07% | -1.90% | -5.51% | |
| 27 | LYFT 0.625 03-01-29債券 | Lyft Inc | 債券 | 2.07% | -1.12% | -8.34% | |
| 28 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | 債券 | 1.82% | -0.26% | -2.25% | |
| 29 | OMCL 1 12-01-29債券 | Omnicell Inc | 債券 | 1.81% | +0.07% | +13.21% | |
| 30 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 1.59% | +0.30% | +479.65% | |
| 31 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 1.14% | -0.27% | -29.83% | |
| 32 | LCII 3 03-01-30債券 | Lci Industries | 債券 | 1.04% | -0.31% | — | |
| 33 | SPB 3.375 06-01-29債券 | Spectrum Brands Inc | 債券 | 0.96% | -0.96% | EXIT | |
| 34 | AVAV 0 07-15-30債券 | Aerovironment Inc | 債券 | 0.82% | +2.61% | — | |
| 35 | PCRX 2.125 05-15-29債券 | Pacira Biosciences Inc | 債券 | 0.74% | -0.05% | +44.01% | |
| 36 | ARRY 1 12-01-28債券 | Array Technologies Inc | 債券 | 0.70% | -0.70% | EXIT | |
| 37 | WKC 3.25 07-01-28債券 | World Kinect Group | 債券 | 0.63% | +0.28% | +26.01% | |
| 38 | JAZZ 3.125 09-15-30債券 | Jazz Investments I LTD | 債券 | 0.60% | +0.33% | — | |
| 39 | ALRM 2.25 06-01-29債券 | Alarm.com Hldgs Inc | 債券 | 0.55% | -0.06% | -67.65% | |
| 40 | SO 4.5 06-15-27債券 | Southern Co | 債券 | 0.47% | -0.07% | — | |
| 41 | LYV 2.875 01-15-30債券 | Live Nation Entertainmen | 債券 | 0.47% | +0.43% | — | |
| 42 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 0.46% | -0.46% | EXIT | |
| 43 | CAKE 2 03-15-30債券 | Cheesecake Factory (the) | 債券 | 0.43% | +0.38% | — | |
| 44 | BMRN 1.25 05-15-27債券 | Biomarin Pharmaceutical | 債券 | 0.41% | +0.45% | -1.06% | |
| 45 | FLR 1.125 08-15-29債券 | Fluor CORP | 債券 | 0.35% | +0.38% | -6.82% | |
| 46 | COGT 1.625 11-15-31債券 | Cogent Biosciences Inc | 債券 | 0.34% | +0.25% | +15.63% | |
| 47 | TTEK 2.25 08-15-28債券 | Tetra Tech Inc | 債券 | 0.32% | +1.01% | -0.12% | |
| 48 | POST 2.5 08-15-27債券 | Post Holdings Inc | 債券 | 0.28% | +0.13% | — | |
| 49 | NTNX 0.5 12-15-29債券 | Nutanix Inc | 債券 | 0.26% | +1.20% | — | |
| 50 | COLL 2.875 02-15-29債券 | Collegium Pharma Inc | 債券 | 0.26% | +0.16% | +3.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GWRE 1.25 11-01-29債券 | Guidewire Software Inc | +2.7% | +705.85% | 加碼 |
| 2 | LMAT 2.5 02-01-30債券 | Lemaitre Vascular Inc | +1.9% | +510.31% | 加碼 |
| 3 | DBX 0 03-01-28債券 | Dropbox Inc | +1.7% | +459.23% | 加碼 |
| 4 | DDOG 0 12-01-29債券 | Datadog Inc | +1.5% | +97.39% | 加碼 |
| 5 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +1.3% | +479.65% | 加碼 |
| 6 | PRGS 3.5 03-01-30債券 | Progress Software CORP | +0.6% | +58.97% | 加碼 |
| 7 | AKAM 0.375 09-01-27債券 | Akamai Technologies Inc | +0.5% | -1.34% | 減碼 |
| 8 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | +0.5% | +5.98% | 加碼 |
| 9 | PSN 2.625 03-01-29債券 | Parsons CORP | +0.4% | +24.87% | 加碼 |
| 10 | GPN 1.5 03-01-31債券 | Global Payments Inc | +0.3% | +19.63% | 加碼 |
| 11 | BOX 1.5 09-15-29債券 | Box Inc | +0.3% | +14.01% | 加碼 |
| 12 | PCRX 2.125 05-15-29債券 | Pacira Biosciences Inc | +0.2% | +44.01% | 加碼 |
| 13 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | +0.2% | -5.51% | 減碼 |
| 14 | SPB 3.375 06-01-29債券 | Spectrum Brands Inc | +0.1% | +2.90% | 加碼 |
| 15 | ON 0.5 03-01-29債券 | On Semiconductor CORP | +0.1% | -1.10% | 減碼 |
| 16 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | +0.1% | -2.25% | 減碼 |
| 17 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 0% | -1.95% | 減碼 |
| 18 | WKC 3.25 07-01-28債券 | World Kinect Group | — | +26.01% | 加碼 |
| 19 | BMRN 1.25 05-15-27債券 | Biomarin Pharmaceutical | — | -1.06% | 減碼 |
| 20 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | 0% | -0.14% | 減碼 |
| 21 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | -0.1% | -0.50% | 減碼 |
| 22 | OMCL 1 12-01-29債券 | Omnicell Inc | -0.1% | +13.21% | 加碼 |
| 23 | COGT 1.625 11-15-31債券 | Cogent Biosciences Inc | -0.1% | +15.63% | 加碼 |
| 24 | IMCR 2.5 02-01-30債券 | Immunocore Holdings | -0.2% | — | 不變 |
| 25 | POST 2.5 08-15-27債券 | Post Holdings Inc | -0.2% | — | 不變 |
| 26 | WEC 4.375 06-01-27債券 | Wec Energy Group Inc | -0.2% | — | 不變 |
| 27 | WGO 3.25 01-15-30債券 | Winnebago Industries | -0.2% | -3.44% | 減碼 |
| 28 | FLR 1.125 08-15-29債券 | Fluor CORP | -0.2% | -6.82% | 減碼 |
| 29 | BL 1 06-01-29債券 | Blackline Inc | -0.2% | +6.82% | 加碼 |
| 30 | ITRI 1.375 07-15-30債券 | Itron Inc | -0.2% | -0.38% | 減碼 |
| 31 | TTEK 2.25 08-15-28債券 | Tetra Tech Inc | -0.2% | -0.12% | 減碼 |
| 32 | PCG 4.25 12-01-27債券 | Pg&e CORP | -0.3% | -7.87% | 減碼 |
| 33 | AMPH 2 03-15-29債券 | Amphastar Pharmaceutical | -0.3% | -8.59% | 減碼 |
| 34 | GBX 2.875 04-15-28債券 | Greenbrier Cos Inc | -0.3% | -14.88% | 減碼 |
| 35 | COLL 2.875 02-15-29債券 | Collegium Pharma Inc | -0.3% | +3.13% | 加碼 |
| 36 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | -0.4% | -29.83% | 減碼 |
| 37 | RGEN 1 12-15-28債券 | Repligen CORP | -0.4% | +1.49% | 加碼 |
| 38 | SYNA 0.75 12-01-31債券 | Synaptics Inc | -0.5% | -12.36% | 減碼 |
| 39 | LYFT 0.625 03-01-29債券 | Lyft Inc | -0.6% | -8.34% | 減碼 |
| 40 | HAE 2.5 06-01-29債券 | Haemonetics CORP | -0.8% | -6.34% | 減碼 |
| 41 | LIVN 2.5 03-15-29債券 | Livanova PLC | -0.9% | -19.13% | 減碼 |
| 42 | ALRM 2.25 06-01-29債券 | Alarm.com Hldgs Inc | -1.2% | -67.65% | 減碼 |
| 43 | F 0 03-15-26債券 | Ford Motor Company | — | EXIT | 清倉 |
| 44 | MCHP 0.75 06-01-30債券 | Microchip Technology Inc | — | NEW | 新建倉 |
| 45 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | — | NEW | 新建倉 |
| 46 | SPOT 0 03-15-26債券 | Spotify USA Inc | — | EXIT | 清倉 |
| 47 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | — | EXIT | 清倉 |
| 48 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | — | EXIT | 清倉 |
| 49 | ENOV 3.875 10-15-28債券 | Enovis CORP | — | EXIT | 清倉 |
| 50 | FE 4 05-01-26債券 | Firstenergy CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Wellesley Asset Management 在 Q1 2026 季度的美股持倉總市值約為 US$11.0億，共申報了 54 個公開持股部位。
在 Q1 2026 季度，Wellesley Asset Management 按市值排列的前三大核心持股分別為：BOX 1.5 09-15-29 (4.8%)、VSH 2.25 09-15-30 (4.2%)、SYNA 0.75 12-01-31 (3.8%)。其中最大持股部位 BOX 1.5 09-15-29 佔據整體投資組合約 4.8% 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
MCHP 0.75 06-01-30
市值: US$2771.5萬
本季最大獲利了結 / 清倉標的
F 0 03-15-26
前期市值: US$3871.7萬
在 Q1 2026 季度中，Wellesley Asset Management 共進行了 63 項持倉異動，包含新建倉 12 個部位、加碼 18 個部位、減碼 21 個部位以及清倉 12 個部位。 其中最大新建倉標的為 MCHP 0.75 06-01-30。 本季清倉部位包含 F 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。