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Baugh & Associates, LLC

趋势追踪型分散型投资策略高品质投资策略

申报总市值

US$2.3亿

申报季度: 2026-03-31 · 持股只数: 44

Baugh & Associates, LLC在最新一期 13F 报告中披露了 44 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 16.7%。

机构性格雪花图

集中度
13.89
持仓稳定性
16.68
动能／逆势
100
行业集中度
52.69
多样化
88
仓位均衡度
92.65

近期动向

  • 减仓 MSFT

    +1.3%　-US$303.8万

  • 减仓 AAPL

    -0.8%　-US$5.0万

  • 减仓 JPM

    -0.6%　-US$34.3万

  • 减仓 MS

    +1.7%　US$23.9万

  • 减仓 BAC

    -0.3%　-US$17.6万

  • 减仓 ABBV

    -0.5%　US$12.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技6.77%-0.96%-0.75%
2MSFTMicrosoft CORP股票-科技6.36%-2.37%+1.27%
3WMTWalmart INC股票-非周期性消费4.84%+0.16%-1.21%
4MSMorgan Stanley股票-金融4.48%-0.51%+1.68%
5COSTCostco Wholesale CORP股票-非周期性消费4.38%+0.33%-0.82%
6JPMJpmorgan Chase & Co股票-金融3.98%-0.72%-0.57%
7ABBVAbbvie INC股票-医疗保健3.79%-0.46%-0.46%
8LOWLowe's Cos INC股票-周期性消费3.54%-0.23%+1.21%
9HDHome Depot INC股票-周期性消费3.47%-0.40%-0.17%
10NEENextera Energy INC股票-公用事业3.44%+0.35%-0.64%
11INTCIntel CORP股票-科技3.32%+0.07%-10.06%
12MRKMerck & Co. INC.股票-医疗保健3.24%+0.32%+1.87%
13JNJJohnson & Johnson股票-医疗保健3.03%+0.31%-1.19%
14BACBank Of America CORP股票-金融2.82%-0.47%-0.32%
15MOAltria Group INC股票-非周期性消费2.73%+0.24%-0.75%
16PFEPfizer INC股票-医疗保健2.73%+0.33%+6.00%
17XOMExxon Mobil CORP股票-能源2.69%+0.14%-21.45%
18ABTAbbott Laboratories股票-医疗保健2.58%-0.25%+13.81%
19COPConocophillips股票-能源2.58%+0.25%-18.41%
20VZVerizon Communications INC股票-通信服务2.46%+0.33%-1.02%
21CVXChevron CORP股票-能源2.43%+0.17%-16.95%
22TFCTruist Financial CORP股票-金融2.43%-0.33%-0.34%
23WYWeyerhaeuser Co股票-房地产2.42%+0.45%+18.93%
24ARCCAres Capital CORP股票-金融2.37%+0.26%+31.97%
25SOSouthern Co/the股票-公用事业2.34%+0.09%-0.59%
26QCOMQualcomm INC股票-科技2.29%+0.01%+40.54%
27ORealty Income CORP股票-房地产1.85%+0.05%-0.68%
28PEPPepsico INC股票-非周期性消费1.78%+0.02%-1.31%
29ASMLASML Holding N.V.股票-科技1.71%+0.25%-0.10%
30GOOGAlphabet Inc-cl C股票-通信服务1.65%-0.10%+6.58%
31NVDANvidia CORP股票-科技1.39%+1.39%NEW
32ETEnergy Transfer LP股票-能源1.28%+0.12%-2.40%
33ANETArista Networks INC股票-科技1.28%+1.28%NEW
34QQQInvesco Qqq Trust Series 1ETF-科技型0.20%-0.04%-0.12%
35SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.20%-0.02%-0.83%
36IBMIntl Business Machines CORP股票-科技0.16%-0.06%—
37CATCaterpillar INC股票-工业0.15%+0.01%—
38KOCoca-cola Co/the股票-非周期性消费0.14%——
39PGRProgressive CORP股票-金融0.13%-0.05%—
40VGTVanguard Info Tech ETFETF-科技型0.13%+0.13%NEW
41VUGVanguard Growth ETFETF-其他0.13%+0.13%NEW
42SDYSs Spdr S&p Dividend ETFETF-其他0.12%-0.01%—
43SVCService Properties Trust股票-其他0.11%-0.05%-1.18%
44QTECFirst Trust Nasdq 100 Tech IETF-科技型0.09%-0.02%-0.50%

本季持股变动

Baugh & Associates, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Nvidia CORP (NVDA); 新建仓: Arista Networks INC (ANET); 新建仓: Vanguard Info Tech ETF (VGT); 新建仓: Vanguard Growth ETF (VUG); 清仓: Ishares Russell 1000 Growth (IWF).

Baugh & Associates, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1WYWeyerhaeuser Co+0.5%+18.93%加仓
2NEENextera Energy INC+0.4%-0.64%减仓
3COSTCostco Wholesale CORP+0.3%-0.82%减仓
4PFEPfizer INC+0.3%+6.00%加仓
5VZVerizon Communications INC+0.3%-1.02%减仓
6MRKMerck & Co. INC.+0.3%+1.87%加仓
7JNJJohnson & Johnson+0.3%-1.19%减仓
8ARCCAres Capital CORP+0.3%+31.97%加仓
9COPConocophillips+0.3%-18.41%减仓
10ASMLASML Holding N.V.+0.3%-0.10%减仓
11MOAltria Group INC+0.2%-0.75%减仓
12CVXChevron CORP+0.2%-16.95%减仓
13WMTWalmart INC+0.2%-1.21%减仓
14XOMExxon Mobil CORP+0.1%-21.45%减仓
15ETEnergy Transfer LP+0.1%-2.40%减仓
16SOSouthern Co/the+0.1%-0.59%减仓
17INTCIntel CORP+0.1%-10.06%减仓
18ORealty Income CORP+0.1%-0.68%减仓
19PEPPepsico INC0%-1.31%减仓
20QCOMQualcomm INC0%+40.54%加仓
21CATCaterpillar INC0%—不变
22KOCoca-cola Co/the——不变
23SDYSs Spdr S&p Dividend ETF0%—不变
24SPYSs Spdr S&p 500 ETF Trust-us0%-0.83%减仓
25QTECFirst Trust Nasdq 100 Tech I0%-0.50%减仓
26QQQInvesco Qqq Trust Series 10%-0.12%减仓
27SVCService Properties Trust-0.1%-1.18%减仓
28PGRProgressive CORP-0.1%—不变
29IBMIntl Business Machines CORP-0.1%—不变
30GOOGAlphabet Inc-cl C-0.1%+6.58%加仓
31LOWLowe's Cos INC-0.2%+1.21%加仓
32ABTAbbott Laboratories-0.3%+13.81%加仓
33TFCTruist Financial CORP-0.3%-0.34%减仓
34HDHome Depot INC-0.4%-0.17%减仓
35ABBVAbbvie INC-0.5%-0.46%减仓
36BACBank Of America CORP-0.5%-0.32%减仓
37MSMorgan Stanley-0.5%+1.68%加仓
38JPMJpmorgan Chase & Co-0.7%-0.57%减仓
39AAPLApple INC-1%-0.75%减仓
40MSFTMicrosoft CORP-2.4%+1.27%加仓
41NVDANvidia CORP—NEW新建仓
42ANETArista Networks INC—NEW新建仓
43VGTVanguard Info Tech ETF—NEW新建仓
44VUGVanguard Growth ETF—NEW新建仓
45IWFIshares Russell 1000 Growth—EXIT清仓

FAQ

Baugh & Associates, LLC 是什么机构？属于哪种投资人类型？
Baugh & Associates, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.3亿，分布在 44 个已申报仓位之中。
Baugh & Associates, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Baugh & Associates, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1567.9万 (6.8%) 2. Microsoft CORP (MSFT) — US$1472.3万 (6.4%) 3. Walmart INC (WMT) — US$1119.7万 (4.8%) 4. Morgan Stanley (MS) — US$1037.8万 (4.5%) 5. Costco Wholesale CORP (COST) — US$1013.2万 (4.4%)
Baugh & Associates, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Baugh & Associates, LLC 共进行了 40 项显著调整：新建仓 4 个仓位、加仓 10 个既有持股、减仓 25 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Nvidia CORP (NVDA); 新建仓: Arista Networks INC (ANET); 新建仓: Vanguard Info Tech ETF (VGT); 新建仓: Vanguard Growth ETF (VUG); 清仓: Ishares Russell 1000 Growth (IWF)
Baugh & Associates, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Baugh & Associates, LLC 的主要板块分布如下： • Information Technology: 27.5% • Health Care: 19.6% • Financials: 14.6% • Consumer Staples: 14.2% • Energy: 9.8% • Consumer Discretionary: 8.9%