BA
Bayban
分散型投资策略趋势追踪型
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 671
BAYBAN在最新一期 13F 报告中披露了 671 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 23.0%。
机构性格雪花图
- 集中度
- 9.55
- 持仓稳定性
- 23.04
- 动能／逆势
- 100
- 行业集中度
- 57.83
- 多样化
- 100
- 仓位均衡度
- 61.21
近期动向
加仓 WMT
+630.8% US$289.1万
减仓 UNH
-1.4% -US$257.0万
加仓 XOM
+14.9% US$201.8万
减仓 V
-77.5% -US$91.8万
减仓 MSFT
+1.6% -US$60.5万
加仓 NEE
+79.7% US$53.0万
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 |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 9.43% | -2.43% | -1.37% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.06% | -0.34% | -0.28% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 4.58% | +1.70% | +14.90% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.41% | +0.23% | +14.92% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.31% | -0.28% | -0.10% | |
| 6 | USB | US Bancorp | 股票-金融 | 3.62% | -0.16% | -0.01% | |
| 7 | WMT | Walmart INC | 股票-非周期性消费 | 2.87% | +2.51% | +630.75% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.70% | — | -0.60% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.56% | +1.58% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | +0.27% | +2.86% | |
| 11 | MMM | 3m Co | 股票-工业 | 1.48% | -0.16% | +1.09% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.38% | — | +0.90% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | -0.11% | -0.40% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | -0.16% | — | |
| 15 | TGT | Target CORP | 股票-周期性消费 | 1.12% | +0.20% | +0.24% | |
| 16 | CAT | Caterpillar INC | 股票-工业 | 1.07% | +0.22% | +4.37% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.02% | — | — | |
| 18 | XEL | Xcel Energy INC | 股票-公用事业 | 0.98% | -0.21% | -21.94% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.98% | — | -4.75% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.96% | — | — | |
| 21 | NEE | Nextera Energy INC | 股票-公用事业 | 0.89% | +0.46% | +79.70% | |
| 22 | VICR | Vicor CORP | 股票-科技 | 0.85% | +0.16% | -14.08% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.82% | -0.13% | -14.10% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.78% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | +6.02% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.76% | — | -0.54% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | -0.16% | -0.91% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.73% | — | — | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | — | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.69% | — | — | |
| 31 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.68% | +0.10% | — | |
| 32 | MINN | Mairs & Power Mn Muni Bond | ETF-其他 | 0.68% | — | +8.10% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.67% | — | — | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | +0.15% | +20.89% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | — | -7.86% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | — | — | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | -1.98% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.58% | — | — | |
| 39 | PIPR | Piper Sandler Cos | 股票-金融 | 0.55% | +0.55% | NEW | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +17.27% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | -0.19% | -30.15% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | +0.40% | +512.82% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | +0.14% | +54.28% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | +0.18% | +42.04% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +1.81% | |
| 47 | BALL | Ball CORP | 股票-周期性消费 | 0.46% | +0.46% | NEW | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.43% | — | — | |
| 49 | OTTR | Otter Tail CORP | 股票-工业 | 0.40% | — | +11.39% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.39% | -0.09% | — |
1–50 of 671
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Bayban 在 2026-03-31 最显著的持仓异动： 清仓: Piper Sandler Cos (62C); 新建仓: Piper Sandler Cos (PIPR); 新建仓: Ball CORP (BALL); 清仓: Fidelity National Info Serv (FIS); 新建仓: Northrop Grumman CORP (NOC).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart INC | +2.5% | +630.75% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +1.7% | +14.90% | 加仓 |
| 3 | NEE | Nextera Energy INC | +0.5% | +79.70% | 加仓 |
| 4 | ADP | Automatic Data Processing | +0.4% | +512.82% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +2.86% | 加仓 |
| 6 | NSC | Norfolk Southern CORP | +0.3% | +842.74% | 加仓 |
| 7 | AAPL | Apple INC | +0.2% | +14.92% | 加仓 |
| 8 | CAT | Caterpillar INC | +0.2% | +4.37% | 加仓 |
| 9 | TGT | Target CORP | +0.2% | +0.24% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +42.04% | 加仓 |
| 11 | VICR | Vicor CORP | +0.2% | -14.08% | 减仓 |
| 12 | GE | General Electric | +0.2% | +452.45% | 加仓 |
| 13 | KO | Coca-cola Co/the | +0.2% | +20.89% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +54.28% | 加仓 |
| 15 | GEV | GE Vernova INC | +0.1% | +2012.50% | 加仓 |
| 16 | BDX | Becton Dickinson And Co | +0.1% | +503.78% | 加仓 |
| 17 | PM | Philip Morris International | +0.1% | +44.96% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | +8.75% | 加仓 |
| 19 | GNR | State Street Spdr S&p Global | +0.1% | — | 不变 |
| 20 | T | At&t INC | +0.1% | +74.53% | 加仓 |
| 21 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +714.29% | 加仓 |
| 22 | SYK | Stryker CORP | -0.1% | -90.91% | 减仓 |
| 23 | ABT | Abbott Laboratories | -0.1% | — | 不变 |
| 24 | ECL | Ecolab INC | -0.1% | -25.18% | 减仓 |
| 25 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.40% | 减仓 |
| 27 | VXUS | Vanguard Total Intl Stock | -0.1% | -14.10% | 减仓 |
| 28 | WFC | Wells Fargo & Co | -0.2% | -0.91% | 减仓 |
| 29 | IWF | Ishares Russell 1000 Growth | -0.2% | — | 不变 |
| 30 | MMM | 3m Co | -0.2% | +1.09% | 加仓 |
| 31 | USB | US Bancorp | -0.2% | -0.01% | 减仓 |
| 32 | PEP | Pepsico INC | -0.2% | -30.15% | 减仓 |
| 33 | XEL | Xcel Energy INC | -0.2% | -21.94% | 减仓 |
| 34 | BAC | Bank Of America CORP | -0.2% | -86.23% | 减仓 |
| 35 | VOO | Vanguard S&p 500 ETF | -0.2% | -50.00% | 减仓 |
| 36 | BMO | Bank Of Montreal | -0.3% | -83.38% | 减仓 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -0.10% | 减仓 |
| 38 | WEC | Wec Energy Group INC | -0.3% | -87.18% | 减仓 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.3% | -0.28% | 减仓 |
| 40 | FAST | Fastenal Co | -0.4% | -95.49% | 减仓 |
| 41 | DUK | Duke Energy CORP | -0.4% | -79.93% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.6% | +1.58% | 加仓 |
| 43 | V | Visa Inc-class A Shares | -0.8% | -77.49% | 减仓 |
| 44 | UNH | Unitedhealth Group INC | -2.4% | -1.37% | 减仓 |
| 45 | 62C | Piper Sandler Cos | — | EXIT | 清仓 |
| 46 | PIPR | Piper Sandler Cos | — | NEW | 新建仓 |
| 47 | BALL | Ball CORP | — | NEW | 新建仓 |
| 48 | FIS | Fidelity National Info Serv | — | EXIT | 清仓 |
| 49 | NOC | Northrop Grumman CORP | — | NEW | 新建仓 |
| 50 | BR | Broadridge Financial Solutio | — | NEW | 新建仓 |
FAQ
Bayban 是什么机构？属于哪种投资人类型？
Bayban 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$1.2亿，分布在 671 个已申报仓位之中。
Bayban 目前前几大持股有哪些？
根据最新 13F 申报，Bayban 按市值排列的前几大持股为：
1. Unitedhealth Group INC (UNH) — US$1084.6万 (9.4%)
2. Ishares Core S&p 500 ETF (IVV) — US$581.5万 (5.1%)
3. Exxon Mobil CORP (XOM) — US$527.3万 (4.6%)
4. Apple INC (AAPL) — US$507.4万 (4.4%)
5. Vanguard Total Stock Mkt ETF (VTI) — US$496.2万 (4.3%)
Bayban 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bayban 共进行了 46 项显著调整：新建仓 4 个仓位、加仓 21 个既有持股、减仓 19 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Piper Sandler Cos (62C); 新建仓: Piper Sandler Cos (PIPR); 新建仓: Ball CORP (BALL); 清仓: Fidelity National Info Serv (FIS); 新建仓: Northrop Grumman CORP (NOC)
Bayban 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，Bayban 的主要板块分布如下：
• Health Care: 32.6%
• Information Technology: 20.5%
• Consumer Staples: 12.8%
• Energy: 12.4%
• Financials: 7.3%
• Consumer Discretionary: 5.8%