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: 0001432529
申报总市值
US$52.8亿
US$52.8亿
359 檔
7.8%
Q1 2024 季度申报显示，Baker Avenue Asset Management, LP 披露的美股组合总市值为 US$52.8亿，涵盖 359 个不同之权益投资仓位。
在 Q1 2024，Baker Avenue Asset Management, LP 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 32 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Baker Avenue Asset Management, LP 的前 5 大核心持股（包含 MSFT, VB, AAPL 等）合计占整体申报市值的 7.8%，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 359 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 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.25% | +13.56% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.34% | -0.05% | +2.61% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.16% | -0.09% | -7.21% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.97% | -0.15% | +2.21% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 2.93% | -0.29% | +4.91% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.91% | -0.26% | +4.25% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.88% | -0.26% | +4.28% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 2.86% | — | +4.56% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.54% | +0.08% | +1.84% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | -0.49% | -61.94% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.51% | -0.05% | +7.23% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.22% | +0.14% | +1.25% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.03% | -0.05% | +0.06% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | -0.04% | +0.42% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.68% | -0.05% | +3.06% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.50% | -0.14% | +2.40% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.49% | -0.08% | +0.53% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.42% | -0.09% | -1.24% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.32% | -0.09% | +0.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | +0.17% | -0.11% | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 1.18% | -0.08% | -1.34% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.13% | — | +20.58% | |
| 23 | BG | Bunge Global SA | 股票-非周期性消费 | 1.12% | -0.24% | +4.32% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.02% | -0.09% | +3.69% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.01% | -0.06% | +3.43% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.00% | -0.01% | +0.02% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.00% | +0.70% | -1.49% | |
| 28 | SLB | Slb LTD | 股票-能源 | 0.95% | -0.12% | +3.10% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.92% | +0.31% | -1.21% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.89% | -0.03% | +4.45% | |
| 31 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.84% | — | -5.11% | |
| 32 | GE | General Electric | 股票-工业 | 0.82% | +0.09% | -1.64% | |
| 33 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.81% | -0.10% | +2.57% | |
| 34 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.81% | — | +14.51% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | -0.06% | +2.38% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.73% | -0.06% | +4.30% | |
| 37 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | +0.16% | +0.18% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.72% | -0.06% | +4.06% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.05% | +1.19% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +0.88% | +2.08% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.66% | -0.09% | +34.96% | |
| 42 | MRVL | Marvell Technology Inc | 股票-科技 | 0.65% | +0.61% | -0.09% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | -0.13% | +1.39% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.65% | — | +31.52% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工业 | 0.63% | — | +31.57% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | -0.14% | -79.10% | |
| 47 | UBS | UBS Group AG | 股票-金融 | 0.62% | +0.04% | +3.98% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.61% | -0.05% | +2.31% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | -0.06% | -26.46% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.24% | -13.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.8% | +20.58% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | -61.94% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.4% | +13.56% | 加仓 |
| 4 | QCOM | Qualcomm Inc | +0.4% | NEW | 新建仓 |
| 5 | ETN | Eaton Corporation plc | +0.2% | +31.52% | 加仓 |
| 6 | LRCXEUR | Lam Research CORP | +0.2% | +14.51% | 加仓 |
| 7 | PGHY | Invesco Global Ex US High Yi | +0.2% | NEW | 新建仓 |
| 8 | DWX | State Street Spdr S&p Intern | +0.2% | +174.28% | 加仓 |
| 9 | GE | General Electric | +0.1% | -1.64% | 减仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +7.23% | 加仓 |
| 11 | ✓ | Arcadium Lithium PLC | +0.1% | NEW | 新建仓 |
| 12 | AMAT | Applied Materials Inc | +0.1% | -1.49% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.42% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +17.94% | 加仓 |
| 15 | DVN | Devon Energy CORP | +0.1% | +46.40% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | -1.21% | 减仓 |
| 17 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +34.96% | 加仓 |
| 18 | TXN | Texas Instruments Inc | +0.1% | +3.36% | 加仓 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | -2.06% | 减仓 |
| 20 | PH | Parker Hannifin CORP | +0.1% | -1.34% | 减仓 |
| 21 | AMD | Advanced Micro Devices | +0.1% | +2.08% | 加仓 |
| 22 | UPS | United Parcel Service-cl B | +0.1% | +31.57% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +2.15% | 加仓 |
| 24 | DGRO | Ishares Core Dividend Growth | +0.1% | +40.83% | 加仓 |
| 25 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.21% | 加仓 |
| 26 | ORCL | Oracle CORP | +0.1% | +1.19% | 加仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +8.12% | 加仓 |
| 28 | ABBV | Abbvie Inc | 0% | +1.39% | 加仓 |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +1.84% | 加仓 |
| 30 | MRVL | Marvell Technology Inc | 0% | -0.09% | 减仓 |
| 31 | LIN | Linde plc | 0% | +2.31% | 加仓 |
| 32 | JQUA | Jpmorgan US Quality Factor | 0% | +0.02% | 加仓 |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.25% | 加仓 |
| 34 | EFG | Ishares Msci Eafe Growth ETF | 0% | +3.06% | 加仓 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.53% | 加仓 |
| 36 | IVE | Ishares S&p 500 Value ETF | 0% | +2.40% | 加仓 |
| 37 | SCHX | Schwab US Large-cap ETF | 0% | +0.09% | 加仓 |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | +0.06% | 加仓 |
| 39 | VV | Vanguard Large-cap ETF | -0.1% | -1.24% | 减仓 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.11% | 减仓 |
| 41 | VB | Vanguard Small-cap ETF | -0.1% | +2.61% | 加仓 |
| 42 | EEM | Ishares Msci Emerging Market | -0.1% | +284.07% | 加仓 |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | -31.46% | 减仓 |
| 44 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -32.36% | 减仓 |
| 45 | SRLN | Ss Blackstone Sr Loan ETF | -0.1% | -31.54% | 减仓 |
| 46 | LTHM1EUR | Livent CORP | -0.2% | EXIT | 清仓 |
| 47 | BND | Vanguard Total Bond Market | -0.2% | +4.91% | 加仓 |
| 48 | DFCF | Dimensional Core Fixed Inc | -0.2% | +4.56% | 加仓 |
| 49 | TSLA | Tesla Inc | -0.3% | -74.51% | 减仓 |
| 50 | AAPL | Apple Inc | -0.5% | -7.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Baker Avenue Asset Management, LP 在 Q1 2024 季度的美股持仓总市值约为 US$52.8亿，共申报了 359 个公开持股仓位。
在 Q1 2024 季度，Baker Avenue Asset Management, LP 按市值排列的前三大核心持股分别为：MSFT (3.8%)、VB (3.3%)、AAPL (3.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.8% 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
QCOM
市值: US$1041.9万
本季最大获利了结 / 清仓标的
LTHM1EUR
前期市值: US$482.5万
在 Q1 2024 季度中，Baker Avenue Asset Management, LP 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 32 个仓位、减仓 14 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 QCOM。 本季清仓仓位包含 LTHM1EUR。
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。