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: 0001105907
申报总市值
US$4.5亿
US$4.5亿
160 檔
12.7%
Q3 2025 季度申报显示，Bard Associates Inc 披露的美股组合总市值为 US$4.5亿，涵盖 160 个不同之权益投资仓位。
在 Q3 2025，Bard Associates Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 123 个仓位并完全清仓 32 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，Bard Associates Inc 的前 5 大核心持股（包含 PFF, XFFCX, BIZD 等）合计占整体申报市值的 12.7%，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 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.94% | -0.57% | +112.28% | |
| 2 | XFFCX | Flaherty & Crumrine Pref Inc | 股票-其他 | 3.83% | -0.29% | +91.82% | |
| 3 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 2.65% | -0.02% | +33.24% | |
| 4 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.45% | -0.74% | -37.08% | |
| 5 | COHR | Coherent CORP | 股票-科技 | 2.34% | +1.45% | -8.40% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.34% | -0.69% | +120.01% | |
| 7 | MAMA | Mama's Creations Inc | 股票-其他 | 2.01% | +0.03% | -1.80% | |
| 8 | KTOS | Kratos Defense & Security | 股票-工业 | 1.98% | -0.48% | -11.11% | |
| 9 | WLDN | Willdan Group Inc | 股票-其他 | 1.91% | — | EXIT | |
| 10 | OR | Or Royalties Inc | 股票-其他 | 1.89% | -0.42% | -9.34% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.79% | +0.40% | — | |
| 12 | REZ | Ishars Res And Multi Reales | ETF-其他 | 1.76% | +0.04% | +904.44% | |
| 13 | AMPG | Amplitech Group Inc | 股票-其他 | 1.68% | +1.52% | +0.06% | |
| 14 | ODC | Oil-dri CORP Of America | 股票-其他 | 1.67% | +0.60% | -5.75% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.66% | -0.12% | +1761.35% | |
| 16 | TGEN | Tecogen Inc/waltham Ma | 股票-其他 | 1.61% | +0.35% | +10.75% | |
| 17 | TPZ | Tort Electf Infra Etf-usd In | ETF-其他 | 1.60% | -0.17% | -1.34% | |
| 18 | GPGI | Gpgi Inc | 股票-其他 | 1.60% | -0.22% | -0.92% | |
| 19 | BKTI | Bk Technologies CORP | 股票-其他 | 1.57% | +0.02% | -20.24% | |
| 20 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.46% | -0.35% | -15.16% | |
| 21 | AEHR | Aehr Test Systems | 股票-其他 | 1.45% | +1.68% | -6.64% | |
| 22 | FIP | Ftai Infrastructure Inc | 股票-其他 | 1.41% | -0.27% | +12.18% | |
| 23 | LEGH | Legacy Housing CORP | 股票-其他 | 1.33% | +0.13% | -2.22% | |
| 24 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 1.31% | -0.59% | +584.04% | |
| 25 | OSS | One Stop Systems Inc | 股票-其他 | 1.30% | +1.09% | -3.22% | |
| 26 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.29% | -0.18% | +462.69% | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 1.29% | -0.32% | -28.01% | |
| 28 | MPTI | M-tron Industries Inc | 股票-其他 | 1.28% | -0.45% | -0.06% | |
| 29 | AROC | Archrock Inc | 股票-能源 | 1.27% | +0.04% | -2.90% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.26% | -0.31% | +774.86% | |
| 31 | EQX | Equinox Gold CORP | 股票-其他 | 1.24% | -0.58% | -3.13% | |
| 32 | ACU | Acme United CORP | 股票-其他 | 1.21% | -0.09% | -1.94% | |
| 33 | CSV | Carriage Services Inc | 股票-其他 | 1.21% | -0.30% | -4.93% | |
| 34 | USAC | USA Compression Partners LP | 股票-其他 | 1.19% | -0.18% | -0.08% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.16% | -0.31% | +156.62% | |
| 36 | LGCY | Legacy Education Inc | 股票-其他 | 1.15% | -0.25% | -5.79% | |
| 37 | ✓ | Mobilicom American Depositary Shares | 股票-其他 | 1.14% | — | -22.45% | |
| 38 | ACNT | Ascent Industries Co | 股票-其他 | 1.12% | -0.02% | +90.02% | |
| 39 | KWY | Kingsway CORP | 股票-其他 | 1.09% | -0.08% | -1.30% | |
| 40 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.08% | -0.15% | +122.03% | |
| 41 | CXDO | Crexendo Inc | 股票-其他 | 1.06% | -0.33% | -1.34% | |
| 42 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 1.04% | -0.16% | -4.46% | |
| 43 | PCYO | Pure Cycle CORP | 股票-其他 | 0.99% | -0.05% | -1.68% | |
| 44 | LGL | Lgl Group Inc/the | 股票-其他 | 0.90% | -0.10% | -1.40% | |
| 45 | RGLD | Royal Gold Inc | 股票-原材料 | 0.86% | -0.28% | -1.80% | |
| 46 | ASM | Avino Silver & Gold Mines | 股票-其他 | 0.81% | — | EXIT | |
| 47 | SMID | Smith-midland CORP | 股票-其他 | 0.80% | -0.15% | -0.37% | |
| 48 | CMT | Core Molding Technologies In | 股票-其他 | 0.71% | -0.07% | — | |
| 49 | VENU | Venu Holding CORP | 股票-其他 | 0.67% | -0.06% | -0.10% | |
| 50 | INLX | Intellinetics Inc | 股票-其他 | 0.66% | -0.21% | -0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PFF | Ishares Preferred & Income S | +3.7% | +112.28% | 加仓 |
| 2 | XFFCX | Flaherty & Crumrine Pref Inc | +3.5% | +91.82% | 加仓 |
| 3 | BIZD | Vaneck Bdc Income ETF | +2.4% | +33.24% | 加仓 |
| 4 | VNQ | Vanguard Real Estate ETF | +1.6% | +1761.35% | 加仓 |
| 5 | REZ | Ishars Res And Multi Reales | +1.5% | +904.44% | 加仓 |
| 6 | TYG | Tortoise Energy Infrastruct | +1.1% | +584.04% | 加仓 |
| 7 | AMLP | Alerian Mlp ETF | +1.1% | +774.86% | 加仓 |
| 8 | KYN | Kayne Anderson Energy Infra | +1% | +462.69% | 加仓 |
| 9 | KTOS | Kratos Defense & Security | +1% | -11.11% | 减仓 |
| 10 | ✓ | Mobilicom American Depositary Shares | +0.8% | -22.45% | 减仓 |
| 11 | AMPG | Amplitech Group Inc | +0.7% | +0.06% | 减仓 |
| 12 | NEE | Nextera Energy Inc | +0.6% | +156.62% | 加仓 |
| 13 | VPU | Vanguard Utilities ETF | +0.5% | +122.03% | 加仓 |
| 14 | OSS | One Stop Systems Inc | +0.4% | -3.22% | 减仓 |
| 15 | GPGI | Gpgi Inc | +0.4% | -0.92% | 减仓 |
| 16 | ASM | Avino Silver & Gold Mines | +0.3% | -12.98% | 减仓 |
| 17 | KWY | Kingsway CORP | +0.2% | -1.30% | 减仓 |
| 18 | MOBBW | Mobilicom LTD -27 | +0.2% | — | 减仓 |
| 19 | COHR | Coherent CORP | +0.1% | -8.40% | 减仓 |
| 20 | INLX | Intellinetics Inc | +0.1% | -0.12% | 加仓 |
| 21 | CDE | Coeur Mining Inc | +0.1% | -12.78% | 减仓 |
| 22 | MAMA | Mama's Creations Inc | +0.1% | -1.80% | 减仓 |
| 23 | NEM | Newmont CORP | +0.1% | -2.22% | 减仓 |
| 24 | INDS | Pacer Industrial Real Estate | +0.1% | +80.33% | 加仓 |
| 25 | NEPH | Nephros Inc | +0.1% | -3.05% | 减仓 |
| 26 | EQX | Equinox Gold CORP | +0.1% | -3.13% | 减仓 |
| 27 | EVI | Evi Industries Inc | 0% | +0.48% | 加仓 |
| 28 | PAYS | Paysign Inc | 0% | +0.36% | 加仓 |
| 29 | AYS1 | Sandstorm Gold LTD | 0% | — | 不变 |
| 30 | HBM | Hudbay Minerals Inc | — | -31.07% | 减仓 |
| 31 | INFU | Infusystem Holdings Inc | — | -2.63% | 减仓 |
| 32 | EDBLW | Edible Garden AG Inc-cw27 | — | — | 减仓 |
| 33 | BFRIW | Biofrontera Inc -cw26 | — | — | 减仓 |
| 34 | AMPGW | Amplitech Group Inc-cw26 | — | -0.66% | 减仓 |
| 35 | ✓ | Pyxis Tankers Inc | — | — | 减仓 |
| 36 | NCPLW | Netcapital Inc -27 | — | -0.03% | 减仓 |
| 37 | CELH | Celsius Holdings Inc | 0% | — | 减仓 |
| 38 | UWM | Proshares Ultra Russell2000 | 0% | -1.73% | 减仓 |
| 39 | RDVT | Red Violet Inc | 0% | +0.65% | 减仓 |
| 40 | FTLF | Fitlife Brands Inc | 0% | +3.48% | 减仓 |
| 41 | ✓ | Data Storage CORP | 0% | — | 减仓 |
| 42 | KRMD | Koru Medical Systems Inc | 0% | — | 减仓 |
| 43 | SLI | Standard Lithium LTD | 0% | -25.81% | 减仓 |
| 44 | JOF | Japan Smaller Capitalization | 0% | -1.55% | 减仓 |
| 45 | GLD | Spdr Gold Shares | 0% | -4.34% | 减仓 |
| 46 | NNDM | Nano Dimension LTD - Adr | 0% | — | 减仓 |
| 47 | FNV | Franco-nevada CORP | 0% | -4.83% | 减仓 |
| 48 | RSSS | Research Solutions Inc | 0% | -2.07% | 减仓 |
| 49 | HROW | Harrow Inc | 0% | -0.11% | 减仓 |
| 50 | PAVE | Global X US Infrastructure | 0% | +1.33% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bard Associates Inc 在 Q3 2025 季度的美股持仓总市值约为 US$4.5亿，共申报了 160 个公开持股仓位。
在 Q3 2025 季度，Bard Associates Inc 按市值排列的前三大核心持股分别为：PFF (3.9%)、XFFCX (3.8%)、BIZD (2.6%)。其中最大持股仓位 PFF 占据整体投资组合约 3.9% 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
JAAA
市值: US$881.1万
本季最大获利了结 / 清仓标的
OREUR
前期市值: US$454.6万
在 Q3 2025 季度中，Bard Associates Inc 共进行了 186 项持仓异动，包含新建仓 13 个仓位、加仓 18 个仓位、减仓 123 个仓位以及清仓 32 个仓位。 其中最大新建仓标的为 JAAA。 本季清仓仓位包含 OREUR。
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。