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: 0000750641
申报总市值
US$49.4亿
US$49.4亿
763 檔
17.9%
截至 Q2 2026 季度末，Bailard, Inc. 的美股持仓估值约为 US$49.4亿，全数申报仓位共有 763 档。
Bailard, Inc. 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 26 个全新仓位及加仓 71 档持股的同时，亦同步清仓 17 档并减仓 84 档标的。
在资产配置集中度方面，Bailard, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, GOOGL 等）合计占整体申报市值的 17.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 763 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.87% | +0.64% | +0.64% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.57% | +0.62% | -2.70% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.25% | -0.15% | +1.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | +1.17% | +0.11% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.11% | +1.55% | +1.48% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.71% | +0.07% | +0.67% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.56% | -1.54% | +148.19% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.22% | +0.01% | +703.89% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.19% | -0.10% | +617.12% | |
| 10 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.89% | +0.33% | +0.43% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.59% | +0.01% | -0.29% | |
| 12 | JMTG | Mortgage-backed Securities | ETF-其他 | 1.56% | -0.06% | +3.83% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.47% | +0.01% | -1.80% | |
| 14 | CMF | Ishares California Muni Bond | ETF-其他 | 1.42% | -0.34% | -1.72% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.29% | +0.07% | +0.33% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.27% | -0.06% | +1.49% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.19% | -0.90% | +240.46% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.19% | -0.44% | +888.03% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.15% | -0.07% | -2.20% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | +0.07% | -0.78% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | -0.02% | +0.12% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | — | +0.77% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | -0.07% | +4.93% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.93% | -0.01% | +1.34% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.01% | -0.04% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | — | -0.04% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.89% | +0.16% | +10.71% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 0.84% | -0.24% | +1.45% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.82% | -0.01% | -24.88% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.81% | -0.10% | -0.68% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.80% | -0.13% | -63.69% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.03% | -0.81% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.03% | +1.42% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.74% | -0.06% | -1.45% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | +0.18% | -0.98% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.04% | -2.68% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.67% | +0.03% | -3.91% | |
| 38 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.65% | -0.33% | +5.71% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.64% | -0.13% | -0.84% | |
| 40 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.62% | -0.09% | -1.31% | |
| 41 | TT | Trane Technologies plc | 股票-工业 | 0.60% | -0.05% | +2.20% | |
| 42 | STLD | Steel Dynamics Inc | 股票-原材料 | 0.54% | -0.03% | -1.00% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.52% | +0.04% | -1.38% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.50% | -0.01% | -0.34% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.49% | -0.04% | -4.87% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | -0.04% | -0.65% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.04% | +14.90% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | -0.01% | +1.37% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.45% | -0.06% | -0.05% | |
| 50 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.44% | — | -3.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | +1.9% | +617.12% | 加仓 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.7% | +148.19% | 加仓 |
| 3 | JMST | JPM Ultra-short Muni Income | +0.8% | +240.46% | 加仓 |
| 4 | KLAC | Kla CORP | +0.5% | +888.03% | 加仓 |
| 5 | PANW | Palo Alto Networks Inc | +0.5% | +10.71% | 加仓 |
| 6 | VGT | Vanguard Info Tech ETF | +0.4% | +703.89% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.06% | 加仓 |
| 8 | MU | Micron Technology Inc | +0.3% | -4.87% | 减仓 |
| 9 | AMD | Advanced Micro Devices | +0.3% | +14.90% | 加仓 |
| 10 | FLOT | Ishares Floating Rate Bond E | +0.3% | NEW | 新建仓 |
| 11 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +627.27% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.20% | 减仓 |
| 13 | XLK | Ss Technology Select Sector | +0.2% | -0.04% | 减仓 |
| 14 | AMAT | Applied Materials Inc | +0.2% | -3.72% | 减仓 |
| 15 | LRCX | Lam Research CORP | +0.2% | +3.18% | 加仓 |
| 16 | ANET | Arista Networks Inc | +0.2% | +114.57% | 加仓 |
| 17 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +1546.58% | 加仓 |
| 18 | CMI | Cummins Inc | +0.1% | +1.45% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +4.93% | 加仓 |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | -0.05% | 减仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +11.71% | 加仓 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | -5.51% | 减仓 |
| 23 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | 新建仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.48% | 加仓 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +3.69% | 加仓 |
| 26 | AER | AerCap Holdings N.V. | +0.1% | NEW | 新建仓 |
| 27 | MS | Morgan Stanley | +0.1% | -0.68% | 减仓 |
| 28 | TXN | Texas Instruments Inc | +0.1% | +1.20% | 加仓 |
| 29 | ASML | ASML Holding N.V. | +0.1% | +3.96% | 加仓 |
| 30 | P | Everpure Inc-a | +0.1% | +20.06% | 加仓 |
| 31 | GLW | Corning Inc | +0.1% | +25.28% | 加仓 |
| 32 | SUNB | Sunbelt Rentals Holdings Inc | +0.1% | NEW | 新建仓 |
| 33 | AAPL | Apple Inc | +0.1% | +0.64% | 加仓 |
| 34 | INTC | Intel CORP | +0.1% | -26.85% | 减仓 |
| 35 | IGM | Ishares Expanded Tech Sector | +0.1% | -3.10% | 减仓 |
| 36 | QCOM | Qualcomm Inc | +0.1% | -1.41% | 减仓 |
| 37 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -11.36% | 减仓 |
| 38 | STLD | Steel Dynamics Inc | +0.1% | -1.00% | 减仓 |
| 39 | DDOG | Datadog Inc - Class A | +0.1% | -27.80% | 减仓 |
| 40 | ✓ | +0.1% | NEW | 新建仓 | |
| 41 | ✓ | +0.1% | NEW | 新建仓 | |
| 42 | SE | Sea Ltd-adr | +0.1% | +45.40% | 加仓 |
| 43 | SUSL | Ishares Esg Msci USA Leaders | +0.1% | NEW | 新建仓 |
| 44 | CALI | Ishrs Sh-trm Ca Muni Act ETF | +0.1% | +490.95% | 加仓 |
| 45 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | 新建仓 |
| 46 | GOOG | Alphabet Inc-cl C | 0% | -2.68% | 减仓 |
| 47 | TT | Trane Technologies plc | 0% | +2.20% | 加仓 |
| 48 | LLY | Eli Lilly & Co | 0% | -0.18% | 减仓 |
| 49 | AYI | Acuity Inc | 0% | +119.20% | 加仓 |
| 50 | STX | Seagate Technology Holdings plc | 0% | +14.21% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bailard, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$49.4亿，共申报了 763 个公开持股仓位。
在 Q2 2026 季度，Bailard, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.9%)、NVDA (3.6%)、GOOGL (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 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
FLOT
市值: US$1228.5万
本季最大获利了结 / 清仓标的
HON
前期市值: US$491.9万
在 Q2 2026 季度中，Bailard, Inc. 共进行了 198 项持仓异动，包含新建仓 26 个仓位、加仓 71 个仓位、减仓 84 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 FLOT。 本季清仓仓位包含 HON。
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。