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
29 檔
34.2%
截至 Q3 2025 季度末，Baer Investment Advisory LLC 的美股持仓估值约为 US$1.2亿，全数申报仓位共有 29 档。
在 Q3 2025，Baer Investment Advisory LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 16 个既有持股进行加仓（合计增持 20 档），相较减仓与清仓仓位显著占优。
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, TSM, MSFT 等）合计占整体申报市值的 34.2%，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 | 11.79% | +7.44% | +10.28% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.41% | +6.40% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.94% | +3.43% | +15.65% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 5.55% | +5.78% | +3.09% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.39% | +4.91% | +1.81% | |
| 6 | NFLX | Netflix Inc | 股票-通信服务 | 4.64% | +2.83% | +16.57% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 4.57% | +1.67% | +60.32% | |
| 8 | EME | Emcor Group Inc | 股票-工业 | 4.57% | +4.20% | +0.74% | |
| 9 | CSGP | Costar Group Inc | 股票-房地产 | 4.52% | +0.86% | NEW | |
| 10 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 4.29% | +5.97% | NEW | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 3.88% | +3.34% | +7.15% | |
| 12 | URI | United Rentals Inc | 股票-工业 | 3.73% | +3.98% | NEW | |
| 13 | CW | Curtiss-wright CORP | 股票-工业 | 3.56% | +5.05% | NEW | |
| 14 | AAPL | Apple Inc | 股票-科技 | 3.51% | +2.27% | +4.15% | |
| 15 | DE | Deere & Co | 股票-工业 | 3.33% | +4.75% | NEW | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 3.00% | +2.94% | +262.21% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.86% | -0.28% | EXIT | |
| 18 | ZTS | Zoetis Inc | 股票-医疗保健 | 2.56% | — | +13.15% | |
| 19 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.29% | — | -17.20% | |
| 20 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | 债券 | 2.12% | — | — | |
| 21 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.07% | +4.62% | -96.81% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.90% | +1.94% | -11.73% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.74% | +0.94% | -11.30% | |
| 24 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.39% | +3.34% | — | |
| 25 | ECL | Ecolab Inc | 股票-原材料 | 1.26% | +3.45% | NEW | |
| 26 | EPD | Enterprise Products Partners | 股票-能源 | 1.24% | +1.68% | -28.52% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | +0.09% | — | |
| 28 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.88% | — | -96.51% | |
| 29 | SNAP | Snap Inc - A | 股票-通信服务 | 0.07% | +0.04% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +3.1% | — | 减仓 |
| 2 | NVDA | Nvidia CORP | +2% | +10.28% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1.3% | +15.65% | 加仓 |
| 4 | APH | Amphenol Corp-cl A | +1.3% | +3.09% | 加仓 |
| 5 | EME | Emcor Group Inc | +0.5% | +0.74% | 减仓 |
| 6 | URI | United Rentals Inc | +0.2% | +3.41% | 减仓 |
| 7 | TTD | Trade Desk Inc/the -class A | +0.2% | -96.51% | 加仓 |
| 8 | INTU | Intuit Inc | +0.1% | +60.32% | 加仓 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 加仓 |
| 10 | SNAP | Snap Inc - A | -0.1% | — | 不变 |
| 11 | ZTS | Zoetis Inc | -0.2% | +13.15% | 加仓 |
| 12 | VEEV | Veeva Systems Inc-class A | -0.4% | +9.15% | 加仓 |
| 13 | ADI | Analog Devices Inc | -0.6% | +7.15% | 加仓 |
| 14 | EPD | Enterprise Products Partners | -0.7% | -28.52% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | -0.8% | -11.73% | 减仓 |
| 16 | DE | Deere & Co | -1% | +29.81% | 加仓 |
| 17 | NFLX | Netflix Inc | -1% | +16.57% | 加仓 |
| 18 | HD | Home Depot Inc | -1% | -11.30% | 减仓 |
| 19 | AAPL | Apple Inc | -1.1% | +4.15% | 加仓 |
| 20 | COST | Costco Wholesale CORP | -1.4% | +53.47% | 加仓 |
| 21 | AMZN | Amazon.com Inc | -1.6% | +1.81% | 加仓 |
| 22 | CDNS | Cadence Design Sys Inc | -1.8% | -96.81% | 减仓 |
| 23 | CSGP | Costar Group Inc | -1.9% | +7.25% | 加仓 |
| 24 | APD | Air Products & Chemicals Inc | -2.6% | -17.20% | 减仓 |
| 25 | SHOP | Shopify Inc - Class A | -2.6% | — | 减仓 |
| 26 | CW | Curtiss-wright CORP | — | NEW | 新建仓 |
| 27 | TXN | Texas Instruments Inc | — | NEW | 新建仓 |
| 28 | SHOPCN 0.125 11-01-25债券 | Shopify Inc | — | NEW | 新建仓 |
| 29 | ECL | Ecolab Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Baer Investment Advisory LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 29 个公开持股仓位。
在 Q3 2025 季度，Baer Investment Advisory LLC 按市值排列的前三大核心持股分别为：NVDA (11.8%)、TSM (6.4%)、MSFT (5.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 11.8% 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
CW
市值: US$414.8万
本季最大获利了结 / 清仓标的
APD
前期市值: US$376.3万
在 Q3 2025 季度中，Baer Investment Advisory LLC 共进行了 28 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 8 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CW。
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。