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: 0001730818
申报总市值
US$2.3亿
US$2.3亿
44 檔
27.5%
Baugh & Associates, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$2.3亿，分散于 44 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Baugh & Associates, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 1 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，Baugh & Associates, LLC 的前 5 大核心持股（包含 AAPL, MSFT, WMT 等）合计占整体申报市值的 27.5%，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 | AAPL | Apple Inc | 股票-科技 | 6.77% | +0.36% | -0.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.36% | -0.32% | +1.27% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 4.84% | -0.64% | -1.21% | |
| 4 | MS | Morgan Stanley | 股票-金融 | 4.48% | +0.31% | +1.68% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.38% | -0.49% | -0.82% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.98% | +0.27% | -0.57% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.79% | +0.38% | -0.46% | |
| 8 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.54% | -0.50% | +1.21% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.47% | +0.07% | -0.17% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 3.44% | -0.63% | -0.64% | |
| 11 | INTC | Intel CORP | 股票-科技 | 3.32% | +4.02% | -10.06% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.24% | -0.14% | +1.87% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.03% | -0.08% | -1.19% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.82% | +0.19% | -0.32% | |
| 15 | MO | Altria Group Inc | 股票-非周期性消费 | 2.73% | +0.03% | -0.75% | |
| 16 | PFE | Pfizer Inc | 股票-医疗保健 | 2.73% | -0.51% | +6.00% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 2.69% | -0.64% | -21.45% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.58% | -0.57% | +13.81% | |
| 19 | COP | Conocophillips | 股票-能源 | 2.58% | -0.68% | -18.41% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.46% | -0.50% | -1.02% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.43% | -0.60% | -16.95% | |
| 22 | TFC | Truist Financial CORP | 股票-金融 | 2.43% | +0.04% | -0.34% | |
| 23 | WY | Weyerhaeuser Co | 股票-房地产 | 2.42% | -0.30% | +18.93% | |
| 24 | ARCC | Ares Capital CORP | 股票-金融 | 2.37% | -0.17% | +31.97% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 2.34% | -0.15% | -0.59% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 2.29% | +0.71% | +40.54% | |
| 27 | O | Realty Income CORP | 股票-房地产 | 1.85% | -0.08% | -0.68% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.78% | -0.32% | -1.31% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 1.71% | +0.71% | -0.10% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.65% | +0.17% | +6.58% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | -0.16% | — | |
| 32 | ET | Energy Transfer LP | 股票-能源 | 1.28% | -0.09% | -2.40% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 1.28% | +0.29% | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | +0.05% | -0.12% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.20% | +0.01% | -0.83% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | +0.03% | — | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.15% | +0.09% | — | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.14% | +0.01% | — | |
| 39 | PGR | Progressive CORP | 股票-金融 | 0.13% | +0.02% | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.13% | -0.13% | EXIT | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.13% | -0.13% | EXIT | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.12% | +0.01% | — | |
| 43 | SVC | Service Properties Trust | 股票-其他 | 0.11% | +0.02% | -1.18% | |
| 44 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.09% | +0.04% | -0.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | +0.5% | +18.93% | 加仓 |
| 2 | NEE | Nextera Energy Inc | +0.4% | -0.64% | 减仓 |
| 3 | COST | Costco Wholesale CORP | +0.3% | -0.82% | 减仓 |
| 4 | PFE | Pfizer Inc | +0.3% | +6.00% | 加仓 |
| 5 | VZ | Verizon Communications Inc | +0.3% | -1.02% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +1.87% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -1.19% | 减仓 |
| 8 | ARCC | Ares Capital CORP | +0.3% | +31.97% | 加仓 |
| 9 | COP | Conocophillips | +0.3% | -18.41% | 减仓 |
| 10 | ASML | ASML Holding N.V. | +0.3% | -0.10% | 减仓 |
| 11 | MO | Altria Group Inc | +0.2% | -0.75% | 减仓 |
| 12 | CVX | Chevron CORP | +0.2% | -16.95% | 减仓 |
| 13 | WMT | Walmart Inc | +0.2% | -1.21% | 减仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -21.45% | 减仓 |
| 15 | ET | Energy Transfer LP | +0.1% | -2.40% | 减仓 |
| 16 | SO | Southern Co/the | +0.1% | -0.59% | 减仓 |
| 17 | INTC | Intel CORP | +0.1% | -10.06% | 减仓 |
| 18 | O | Realty Income CORP | +0.1% | -0.68% | 减仓 |
| 19 | PEP | Pepsico Inc | 0% | -1.31% | 减仓 |
| 20 | QCOM | Qualcomm Inc | 0% | +40.54% | 加仓 |
| 21 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 22 | KO | Coca-cola Co/the | — | — | 不变 |
| 23 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | 不变 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.83% | 减仓 |
| 25 | QTEC | First Trust Nasdq 100 Tech I | 0% | -0.50% | 减仓 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.12% | 减仓 |
| 27 | SVC | Service Properties Trust | -0.1% | -1.18% | 减仓 |
| 28 | PGR | Progressive CORP | -0.1% | — | 不变 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | — | 不变 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | +6.58% | 加仓 |
| 31 | LOW | Lowe's Cos Inc | -0.2% | +1.21% | 加仓 |
| 32 | ABT | Abbott Laboratories | -0.3% | +13.81% | 加仓 |
| 33 | TFC | Truist Financial CORP | -0.3% | -0.34% | 减仓 |
| 34 | HD | Home Depot Inc | -0.4% | -0.17% | 减仓 |
| 35 | ABBV | Abbvie Inc | -0.5% | -0.46% | 减仓 |
| 36 | BAC | Bank Of America CORP | -0.5% | -0.32% | 减仓 |
| 37 | MS | Morgan Stanley | -0.5% | +1.68% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.7% | -0.57% | 减仓 |
| 39 | AAPL | Apple Inc | -1% | -0.75% | 减仓 |
| 40 | MSFT | Microsoft CORP | -2.4% | +1.27% | 加仓 |
| 41 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 42 | ANET | Arista Networks Inc | — | NEW | 新建仓 |
| 43 | VGT | Vanguard Info Tech ETF | — | NEW | 新建仓 |
| 44 | VUG | Vanguard Growth ETF | — | NEW | 新建仓 |
| 45 | IWF | Ishares Russell 1000 Growth | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Baugh & Associates, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.3亿，共申报了 44 个公开持股仓位。
在 Q1 2026 季度，Baugh & Associates, LLC 按市值排列的前三大核心持股分别为：AAPL (6.8%)、MSFT (6.4%)、WMT (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.8% 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
NVDA
市值: US$322.6万
本季最大获利了结 / 清仓标的
IWF
前期市值: US$21.8万
在 Q1 2026 季度中，Baugh & Associates, LLC 共进行了 40 项持仓异动，包含新建仓 4 个仓位、加仓 10 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 NVDA。 本季清仓仓位包含 IWF。
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。