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
292 檔
20.0%
截至 Q1 2026 季度末，Bard Associates Inc 的美股持仓估值约为 US$4.5亿，全数申报仓位共有 292 档。
Bard Associates Inc 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 22 个全新仓位及加仓 56 档持股的同时，亦同步清仓 9 档并减仓 89 档标的。
在资产配置集中度方面，Bard Associates Inc 的前 5 大核心持股（包含 JAAA, PFF, XFFCX 等）合计占整体申报市值的 20.0%，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 292 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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 6.34% | -0.69% | +52.29% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.26% | -0.57% | -0.30% | |
| 3 | XFFCX | Flaherty & Crumrine Pref Inc | 股票-其他 | 4.73% | -0.29% | -0.32% | |
| 4 | COHR | Coherent CORP | 股票-科技 | 3.21% | +1.45% | -30.79% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.10% | +0.40% | +83.21% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.10% | -0.12% | +0.17% | |
| 7 | REZ | Ishars Res And Multi Reales | ETF-其他 | 3.05% | +0.04% | +0.05% | |
| 8 | MAMA | Mama's Creations Inc | 股票-其他 | 2.65% | +0.03% | -1.59% | |
| 9 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.50% | -0.74% | -6.25% | |
| 10 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 2.46% | -0.59% | +0.41% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.28% | -0.31% | +0.09% | |
| 12 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 2.10% | -0.18% | -0.20% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.80% | -0.31% | -0.53% | |
| 14 | AEHR | Aehr Test Systems | 股票-其他 | 1.67% | +1.68% | -0.37% | |
| 15 | ODC | Oil-dri CORP Of America | 股票-其他 | 1.64% | +0.60% | -1.38% | |
| 16 | AROC | Archrock Inc | 股票-能源 | 1.59% | +0.04% | — | |
| 17 | OR | Or Royalties Inc | 股票-其他 | 1.56% | -0.42% | -1.27% | |
| 18 | FIP | Ftai Infrastructure Inc | 股票-其他 | 1.50% | -0.27% | -0.12% | |
| 19 | MPTI | M-tron Industries Inc | 股票-其他 | 1.43% | -0.45% | -0.71% | |
| 20 | EQX | Equinox Gold CORP | 股票-其他 | 1.42% | -0.58% | -0.76% | |
| 21 | LGCY | Legacy Education Inc | 股票-其他 | 1.41% | -0.25% | -0.20% | |
| 22 | TPZ | Tort Electf Infra Etf-usd In | ETF-其他 | 1.40% | -0.17% | -2.07% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.37% | -0.35% | -0.44% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.33% | -0.15% | -0.15% | |
| 25 | BKTI | Bk Technologies CORP | 股票-其他 | 1.29% | +0.02% | -0.41% | |
| 26 | USAC | USA Compression Partners LP | 股票-其他 | 1.25% | -0.18% | -0.27% | |
| 27 | KTOS | Kratos Defense & Security | 股票-工业 | 1.25% | -0.48% | -0.14% | |
| 28 | ACU | Acme United CORP | 股票-其他 | 1.24% | -0.09% | +0.10% | |
| 29 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 1.23% | -0.32% | -2.42% | |
| 30 | GPGI | Gpgi Inc | 股票-其他 | 1.22% | -0.22% | -0.42% | |
| 31 | CSV | Carriage Services Inc | 股票-其他 | 1.13% | -0.30% | -1.13% | |
| 32 | ACNT | Ascent Industries Co | 股票-其他 | 1.09% | -0.02% | -0.17% | |
| 33 | OSS | One Stop Systems Inc | 股票-其他 | 1.03% | +1.09% | -36.46% | |
| 34 | CXDO | Crexendo Inc | 股票-其他 | 0.93% | -0.33% | +0.06% | |
| 35 | LEGH | Legacy Housing CORP | 股票-其他 | 0.92% | +0.13% | +0.23% | |
| 36 | RGLD | Royal Gold Inc | 股票-原材料 | 0.90% | -0.28% | -1.95% | |
| 37 | BOF | Branchout Food Inc/or | 股票-其他 | 0.86% | +0.19% | — | |
| 38 | LGL | Lgl Group Inc/the | 股票-其他 | 0.85% | -0.10% | -0.40% | |
| 39 | GOLD | Gold.com Inc | 股票-其他 | 0.82% | -0.07% | -9.29% | |
| 40 | CMT | Core Molding Technologies In | 股票-其他 | 0.82% | -0.07% | -0.22% | |
| 41 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 0.81% | -0.16% | -0.73% | |
| 42 | FTK | Flotek Industries Inc | 股票-其他 | 0.81% | +0.18% | +0.17% | |
| 43 | PCYO | Pure Cycle CORP | 股票-其他 | 0.79% | -0.05% | -2.32% | |
| 44 | VMD | Viemed Healthcare Inc | 股票-其他 | 0.79% | +0.07% | +0.18% | |
| 45 | BUDA | Buda Juice Inc | 股票-其他 | 0.77% | -0.22% | — | |
| 46 | AMPG | Amplitech Group Inc | 股票-其他 | 0.76% | +1.52% | -0.22% | |
| 47 | KWY | Kingsway CORP | 股票-其他 | 0.73% | -0.08% | -0.44% | |
| 48 | INTT | Intest CORP | 股票-其他 | 0.72% | +0.13% | +0.70% | |
| 49 | SMID | Smith-midland CORP | 股票-其他 | 0.66% | -0.15% | -0.25% | |
| 50 | INLX | Intellinetics Inc | 股票-其他 | 0.62% | -0.21% | -0.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +2.1% | +52.29% | 加仓 |
| 2 | SCHO | Schwab Short-term US Treas | +1.4% | +83.21% | 加仓 |
| 3 | AEHR | Aehr Test Systems | +0.7% | -0.37% | 减仓 |
| 4 | TYG | Tortoise Energy Infrastruct | +0.4% | +0.41% | 加仓 |
| 5 | AROC | Archrock Inc | +0.4% | — | 不变 |
| 6 | ODC | Oil-dri CORP Of America | +0.4% | -1.38% | 减仓 |
| 7 | INTT | Intest CORP | +0.3% | +0.70% | 加仓 |
| 8 | ELWT | Elauwit Connection Inc | +0.3% | +68.55% | 加仓 |
| 9 | MPTI | M-tron Industries Inc | +0.3% | -0.71% | 减仓 |
| 10 | KYN | Kayne Anderson Energy Infra | +0.2% | -0.20% | 减仓 |
| 11 | LGCY | Legacy Education Inc | +0.2% | -0.20% | 减仓 |
| 12 | MAMA | Mama's Creations Inc | +0.2% | -1.59% | 减仓 |
| 13 | AMLP | Alerian Mlp ETF | +0.2% | +0.09% | 加仓 |
| 14 | NEE | Nextera Energy Inc | +0.2% | -0.53% | 减仓 |
| 15 | USAC | USA Compression Partners LP | +0.2% | -0.27% | 减仓 |
| 16 | ENSG | Ensign Group Inc/the | +0.1% | -6.25% | 减仓 |
| 17 | VMD | Viemed Healthcare Inc | +0.1% | +0.18% | 加仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +45.70% | 加仓 |
| 19 | LGL | Lgl Group Inc/the | +0.1% | -0.40% | 减仓 |
| 20 | TRGP | Targa Resources CORP | +0.1% | — | 不变 |
| 21 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.44% | 减仓 |
| 22 | ACU | Acme United CORP | +0.1% | +0.10% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +844.20% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +947.69% | 加仓 |
| 25 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | +714.04% | 加仓 |
| 26 | RGLD | Royal Gold Inc | +0.1% | -1.95% | 减仓 |
| 27 | FNV | Franco-nevada CORP | +0.1% | -0.54% | 减仓 |
| 28 | PM | Philip Morris International | +0.1% | +328.24% | 加仓 |
| 29 | FIP | Ftai Infrastructure Inc | +0.1% | -0.12% | 减仓 |
| 30 | CMT | Core Molding Technologies In | +0.1% | -0.22% | 减仓 |
| 31 | TJX | Tjx Companies Inc | +0.1% | +815.93% | 加仓 |
| 32 | KO | Coca-cola Co/the | +0.1% | +805.28% | 加仓 |
| 33 | MO | Altria Group Inc | +0.1% | +418.08% | 加仓 |
| 34 | ALCO | Alico Inc | +0.1% | +0.19% | 加仓 |
| 35 | LMT | Lockheed Martin CORP | +0.1% | +775.00% | 加仓 |
| 36 | EXPD | Expeditors Intl Wash Inc | +0.1% | +862.91% | 加仓 |
| 37 | HSY | Hershey Co/the | +0.1% | +842.66% | 加仓 |
| 38 | ALLE | Allegion plc | +0.1% | +734.25% | 加仓 |
| 39 | LOW | Lowe's Cos Inc | +0.1% | +1451.67% | 加仓 |
| 40 | OR | Or Royalties Inc | +0.1% | -1.27% | 减仓 |
| 41 | VPU | Vanguard Utilities ETF | +0.1% | -0.15% | 减仓 |
| 42 | CSV | Carriage Services Inc | +0.1% | -1.13% | 减仓 |
| 43 | TXN | Texas Instruments Inc | +0.1% | +912.98% | 加仓 |
| 44 | PEP | Pepsico Inc | +0.1% | +888.82% | 加仓 |
| 45 | HGV | Hilton Grand Vacations Inc | +0.1% | +877.31% | 加仓 |
| 46 | SYY | Sysco CORP | +0.1% | +764.69% | 加仓 |
| 47 | HD | Home Depot Inc | +0.1% | +244.96% | 加仓 |
| 48 | UL | Unilever Plc-sponsored Adr | 0% | +816.95% | 加仓 |
| 49 | BKNG | Booking Holdings Inc | 0% | +733.33% | 加仓 |
| 50 | MAS | Masco CORP | 0% | +746.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bard Associates Inc 在 Q1 2026 季度的美股持仓总市值约为 US$4.5亿，共申报了 292 个公开持股仓位。
在 Q1 2026 季度，Bard Associates Inc 按市值排列的前三大核心持股分别为：JAAA (6.3%)、PFF (5.3%)、XFFCX (4.7%)。其中最大持股仓位 JAAA 占据整体投资组合约 6.3% 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
BUDA
市值: US$308.0万
本季最大获利了结 / 清仓标的
DTST
前期市值: US$117.0万
在 Q1 2026 季度中，Bard Associates Inc 共进行了 176 项持仓异动，包含新建仓 22 个仓位、加仓 56 个仓位、减仓 89 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 BUDA。 本季清仓仓位包含 DTST。
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。