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$2.2亿
US$2.2亿
42 檔
30.3%
在 Q2 2026 的 13F 官方备案中，Baugh & Associates, LLC 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 42 档。
在 Q2 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 38 个仓位并完全清仓 2 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 INTC, AAPL, MSFT 等）合计占整体申报市值的 30.3%，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 | INTC | Intel CORP | 股票-科技 | 7.34% | -1.13% | -31.74% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.13% | +0.98% | -9.89% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.04% | +2.26% | -8.04% | |
| 4 | MS | Morgan Stanley | 股票-金融 | 4.79% | -0.50% | -17.92% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.25% | +0.01% | -6.42% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 4.20% | -0.37% | -7.01% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.17% | +0.11% | -7.02% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.89% | -0.13% | -7.50% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.54% | -0.69% | -7.11% | |
| 10 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.10% | +0.37% | -12.61% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.04% | -0.52% | -10.08% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 3.01% | -0.16% | -10.86% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 3.00% | -0.03% | -11.01% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.95% | +0.10% | -8.57% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.81% | -0.37% | -15.59% | |
| 16 | MO | Altria Group Inc | 股票-非周期性消费 | 2.76% | -0.12% | -9.72% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 2.47% | -0.19% | -8.15% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 2.42% | -0.23% | -8.47% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 2.22% | +0.44% | -7.28% | |
| 20 | ARCC | Ares Capital CORP | 股票-金融 | 2.20% | +0.05% | -11.78% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 2.19% | +0.21% | -7.81% | |
| 22 | WY | Weyerhaeuser Co | 股票-房地产 | 2.12% | -0.45% | -12.80% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 2.05% | -2.05% | EXIT | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.01% | +0.15% | -14.00% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.96% | +0.15% | -7.53% | |
| 26 | COP | Conocophillips | 股票-能源 | 1.90% | +0.38% | -8.49% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.83% | +0.41% | -8.31% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.82% | -0.08% | -12.70% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 1.77% | -0.23% | -7.75% | |
| 30 | ANET | Arista Networks Inc | 股票-科技 | 1.57% | +0.31% | -13.18% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.46% | -1.09% | -7.94% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | +0.17% | -24.68% | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 1.19% | +0.03% | -8.92% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | -0.02% | -5.29% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.24% | -0.06% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.21% | — | -12.62% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.19% | -0.04% | — | |
| 38 | PGR | Progressive CORP | 股票-金融 | 0.15% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.15% | +0.01% | -2.17% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.13% | -0.01% | -8.11% | |
| 41 | SVC | Service Properties Trust | 股票-其他 | 0.13% | -0.13% | EXIT | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.13% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +4% | -31.74% | 减仓 |
| 2 | ASML | ASML Holding N.V. | +0.7% | -8.47% | 减仓 |
| 3 | QCOM | Qualcomm Inc | +0.7% | -11.01% | 减仓 |
| 4 | ABBV | Abbvie Inc | +0.4% | -7.02% | 减仓 |
| 5 | AAPL | Apple Inc | +0.4% | -9.89% | 减仓 |
| 6 | MS | Morgan Stanley | +0.3% | -17.92% | 减仓 |
| 7 | ANET | Arista Networks Inc | +0.3% | -13.18% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -6.42% | 减仓 |
| 9 | BAC | Bank Of America CORP | +0.2% | -10.86% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -12.70% | 减仓 |
| 11 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 12 | HD | Home Depot Inc | +0.1% | -7.11% | 减仓 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.29% | 减仓 |
| 14 | QTEC | First Trust Nasdq 100 Tech I | 0% | -8.11% | 减仓 |
| 15 | TFC | Truist Financial CORP | 0% | -8.15% | 减仓 |
| 16 | MO | Altria Group Inc | 0% | -9.72% | 减仓 |
| 17 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 18 | SVC | Service Properties Trust | 0% | -7.13% | 减仓 |
| 19 | PGR | Progressive CORP | 0% | — | 不变 |
| 20 | KO | Coca-cola Co/the | 0% | -2.17% | 减仓 |
| 21 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | 不变 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -12.62% | 减仓 |
| 23 | JNJ | Johnson & Johnson | -0.1% | -8.57% | 减仓 |
| 24 | O | Realty Income CORP | -0.1% | -7.75% | 减仓 |
| 25 | ET | Energy Transfer LP | -0.1% | -8.92% | 减仓 |
| 26 | VGT | Vanguard Info Tech ETF | -0.1% | EXIT | 清仓 |
| 27 | VUG | Vanguard Growth ETF | -0.1% | EXIT | 清仓 |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -12.61% | 减仓 |
| 29 | SO | Southern Co/the | -0.2% | -7.81% | 减仓 |
| 30 | NVDA | Nvidia CORP | -0.2% | -24.68% | 减仓 |
| 31 | ARCC | Ares Capital CORP | -0.2% | -11.78% | 减仓 |
| 32 | WY | Weyerhaeuser Co | -0.3% | -12.80% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.3% | -8.04% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.3% | -7.94% | 减仓 |
| 35 | COST | Costco Wholesale CORP | -0.5% | -7.50% | 减仓 |
| 36 | LOW | Lowe's Cos Inc | -0.5% | -10.08% | 减仓 |
| 37 | VZ | Verizon Communications Inc | -0.5% | -7.53% | 减仓 |
| 38 | PFE | Pfizer Inc | -0.5% | -7.28% | 减仓 |
| 39 | ABT | Abbott Laboratories | -0.6% | -14.00% | 减仓 |
| 40 | CVX | Chevron CORP | -0.6% | -8.31% | 减仓 |
| 41 | NEE | Nextera Energy Inc | -0.6% | -15.59% | 减仓 |
| 42 | WMT | Walmart Inc | -0.6% | -7.01% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.6% | -7.90% | 减仓 |
| 44 | COP | Conocophillips | -0.7% | -8.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Baugh & Associates, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 42 个公开持股仓位。
在 Q2 2026 季度，Baugh & Associates, LLC 按市值排列的前三大核心持股分别为：INTC (7.3%)、AAPL (7.1%)、MSFT (6.0%)。其中最大持股仓位 INTC 占据整体投资组合约 7.3% 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。
本季最大获利了结 / 清仓标的
VGT
前期市值: US$29.6万
在 Q2 2026 季度中，Baugh & Associates, LLC 共进行了 40 项持仓异动，包含新建仓 0 个仓位、加仓 0 个仓位、减仓 38 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 VGT。
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。