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: 0001748861
申报总市值
US$9.0亿
US$9.0亿
424 檔
11.7%
Q2 2024 季度申报显示，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 披露的美股组合总市值为 US$9.0亿，涵盖 424 个不同之权益投资仓位。
在 Q2 2024 期间，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 的前 5 大核心持股（包含 CGDV, VTI, AAPL 等）合计占整体申报市值的 11.7%，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 424 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 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.62% | +0.41% | +11.29% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.17% | +0.24% | +2.43% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.38% | -0.03% | +0.41% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.75% | +0.06% | -0.17% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.15% | +1.58% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.64% | +0.09% | -0.78% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.48% | +0.10% | +0.03% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | +0.17% | +899.75% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.13% | — | +5.32% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.92% | -0.23% | -4.21% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | -0.04% | -0.95% | |
| 12 | DNP | Dnp Select Income Fund Inc | 股票-金融 | 1.70% | -0.21% | +6.22% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.54% | +0.29% | +4.66% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.43% | -0.10% | +6.06% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.35% | -0.04% | +12.28% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.23% | +0.02% | +1.46% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | -0.45% | +1.84% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.06% | -0.14% | +51.21% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.99% | -0.02% | +0.78% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -1.22% | EXIT | |
| 21 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.93% | +0.03% | +7.48% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | +0.01% | +5.16% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | +0.12% | -8.93% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | +0.10% | +15.89% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.74% | +0.44% | +6.08% | |
| 26 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.72% | — | -0.67% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.71% | -0.17% | -0.96% | |
| 28 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.69% | — | +11.27% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.67% | -0.04% | +11.86% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.65% | +0.06% | -35.10% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | -0.01% | -4.65% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.60% | -0.04% | -2.82% | |
| 33 | DFAT | Dimensional US Target Value | ETF-其他 | 0.60% | +0.01% | -9.06% | |
| 34 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.58% | -0.01% | -0.51% | |
| 35 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.57% | -0.03% | -0.56% | |
| 36 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.56% | -0.21% | +3.20% | |
| 37 | GE | General Electric | 股票-工业 | 0.56% | +0.13% | -11.06% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +1.75% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.54% | — | -10.40% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.07% | +2.58% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.50% | +0.02% | +7.36% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | +0.12% | -6.52% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.22% | +13.42% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | -0.02% | +1.00% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.45% | -0.06% | +5.14% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.44% | -0.07% | +2.09% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.53% | +179.75% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.44% | +0.01% | +8.18% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | +0.01% | +27.56% | |
| 50 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.41% | +0.11% | +0.04% |
根据 SEC 官方 Form 13F 申报备案，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 在 Q2 2024 季度的美股持仓总市值约为 US$9.0亿，共申报了 424 个公开持股仓位。
在 Q2 2024 季度，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 按市值排列的前三大核心持股分别为：CGDV (4.6%)、VTI (4.2%)、AAPL (3.4%)。其中最大持股仓位 CGDV 占据整体投资组合约 4.6% 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。
在 Q2 2024 季度中，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。