13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002057153
申报总市值
US$1.2亿
US$1.2亿
26 檔
26.4%
在 Q2 2025 申报期间，Baer Investment Advisory LLC（CIK: 0002057153）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.2亿，共持有 26 个公开申报仓位。
在 Q2 2025，Baer Investment Advisory LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 16 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Baer Investment Advisory LLC 的前 5 大核心持股（包含 NVDA, AMZN, MSFT 等）合计占整体申报市值的 26.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 10.91% | +7.44% | -9.02% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.64% | +4.91% | -0.17% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.61% | +3.43% | -2.24% | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 6.44% | +2.83% | -6.00% | |
| 5 | APH | Amphenol Corp-cl A | 股票-科技 | 5.21% | +5.78% | +1.50% | |
| 6 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 4.93% | +5.97% | NEW | |
| 7 | INTU | Intuit Inc | 股票-科技 | 4.87% | +1.67% | -5.15% | |
| 8 | CSGP | Costar Group Inc | 股票-房地产 | 4.75% | +0.86% | NEW | |
| 9 | EME | Emcor Group Inc | 股票-工业 | 4.35% | +4.20% | -1.96% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.28% | +6.40% | -100.00% | |
| 11 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 4.17% | — | +2815.88% | |
| 12 | CDNS | Cadence Design Sys Inc | 股票-科技 | 4.12% | +4.62% | +9.64% | |
| 13 | DE | Deere & Co | 股票-工业 | 3.98% | +4.75% | NEW | |
| 14 | APD | Air Products & Chemicals Inc | 股票-原材料 | 3.85% | — | -3.23% | |
| 15 | URI | United Rentals Inc | 股票-工业 | 3.55% | +3.98% | NEW | |
| 16 | ZTS | Zoetis Inc | 股票-医疗保健 | 3.47% | — | +39.14% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 3.46% | +2.27% | -1.20% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.82% | -0.28% | EXIT | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 2.36% | +0.94% | -1.86% | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 2.28% | +1.68% | +47.42% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.07% | +1.94% | -3.46% | |
| 22 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 1.90% | — | — | |
| 23 | ECL | Ecolab Inc | 股票-原材料 | 1.38% | +3.45% | NEW | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.10% | +2.94% | — | |
| 25 | ADI | Analog Devices Inc | 股票-科技 | 0.42% | +3.34% | -0.79% | |
| 26 | SNAP | Snap Inc - A | 股票-通信服务 | 0.09% | +0.04% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TTD | Trade Desk Inc/the -class A | +3.4% | +2815.88% | 加仓 |
| 2 | MSFT | Microsoft CORP | +2% | -2.24% | 减仓 |
| 3 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | +1.9% | — | 不变 |
| 4 | ECL | Ecolab Inc | +1.4% | NEW | 新建仓 |
| 5 | TXN | Texas Instruments Inc | +1.1% | NEW | 新建仓 |
| 6 | NVDA | Nvidia CORP | +1.1% | -9.02% | 减仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1% | EXIT | 清仓 |
| 8 | APH | Amphenol Corp-cl A | +0.9% | +1.50% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.8% | -6.00% | 减仓 |
| 10 | ZTS | Zoetis Inc | +0.8% | +39.14% | 加仓 |
| 11 | INTU | Intuit Inc | +0.4% | -5.15% | 减仓 |
| 12 | EPD | Enterprise Products Partners | +0.3% | +47.42% | 加仓 |
| 13 | EME | Emcor Group Inc | +0.3% | -1.96% | 减仓 |
| 14 | VEEV | Veeva Systems Inc-class A | +0.2% | -3.97% | 减仓 |
| 15 | CDNS | Cadence Design Sys Inc | +0.2% | +9.64% | 加仓 |
| 16 | URI | United Rentals Inc | 0% | -3.78% | 减仓 |
| 17 | SNAP | Snap Inc - A | 0% | — | 不变 |
| 18 | AMZN | Amazon.com Inc | -0.3% | -0.17% | 减仓 |
| 19 | DE | Deere & Co | -0.3% | -2.10% | 减仓 |
| 20 | HD | Home Depot Inc | -0.4% | -1.86% | 减仓 |
| 21 | TMO | Thermo Fisher Scientific Inc | -0.7% | -3.46% | 减仓 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | EXIT | 清仓 |
| 23 | APD | Air Products & Chemicals Inc | -1% | -3.23% | 减仓 |
| 24 | AAPL | Apple Inc | -1.1% | -1.20% | 减仓 |
| 25 | COST | Costco Wholesale CORP | -1.4% | -3.06% | 减仓 |
| 26 | CSGP | Costar Group Inc | -1.6% | -6.46% | 减仓 |
| 27 | SHOP | Shopify Inc - Class A | -4% | EXIT | 清仓 |
| 28 | ADI | Analog Devices Inc | -4.1% | -0.79% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Baer Investment Advisory LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 26 个公开持股仓位。
在 Q2 2025 季度，Baer Investment Advisory LLC 按市值排列的前三大核心持股分别为：NVDA (10.9%)、AMZN (6.6%)、MSFT (6.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ECL
市值: US$120.9万
本季最大获利了结 / 清仓标的
SHOP
前期市值: US$309.4万
在 Q2 2025 季度中，Baer Investment Advisory LLC 共进行了 26 项持仓异动，包含新建仓 2 个仓位、加仓 5 个仓位、减仓 16 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 ECL。 本季清仓仓位包含 SHOP。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。