13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001648711
申報總市值
US$727.3億
US$727.3億
1746 檔
11.5%
Baird Financial Group, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$727.3億，分散於 1746 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2024 的資金脈絡，Baird Financial Group, Inc. 在獲利結算 7 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, JPM）累計市值佔比達 11.5%，是驅動 Baird Financial Group, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
BLK
市值: US$2.0億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1.9億
僅顯示前 200 大持股（共 1746 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 4.58% | +0.07% | +1.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.35% | +0.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.01% | +1.74% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.26% | +0.02% | +1.79% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.11% | -0.11% | +3.24% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 1.88% | -0.07% | +2.40% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.81% | +0.11% | -0.31% | |
| 8 | PGR | Progressive CORP | 股票-金融 | 1.68% | +0.04% | +3.14% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.63% | +0.05% | +3.61% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.58% | +0.05% | +4.66% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.45% | -0.17% | +25.59% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.37% | +0.26% | +0.77% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.05% | +0.49% | |
| 14 | FAST | Fastenal Co | 股票-工業 | 1.14% | -0.08% | +0.91% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | -0.05% | -4.23% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.08% | +0.09% | +4.81% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.08% | -0.16% | +0.74% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.07% | +0.09% | +22.96% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.99% | -0.10% | +3.09% | |
| 20 | GEV | GE Vernova Inc | 股票-工業 | 0.98% | +0.40% | +5.29% | |
| 21 | PH | Parker Hannifin CORP | 股票-工業 | 0.98% | -0.02% | +3.37% | |
| 22 | GE | General Electric | 股票-工業 | 0.97% | +0.31% | +6.79% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.92% | -0.13% | +3.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.91% | +0.03% | -1.74% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.12% | +1.70% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | +0.03% | +14.10% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.84% | +0.01% | +1.27% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.84% | -0.16% | +2.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.08% | +3.94% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | -0.01% | +6.24% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | -0.07% | +2.50% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.01% | +2.15% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | +0.05% | -1.50% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.68% | -0.12% | +11.85% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.02% | -0.28% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.59% | — | +2.14% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.04% | +2.38% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.04% | +2.72% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | +0.03% | +1.98% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | -0.04% | +2.21% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.15% | -0.37% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.46% | -0.04% | +9.58% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.46% | -0.02% | +5.46% | |
| 44 | KMX | Carmax Inc | 股票-循環性消費 | 0.45% | +0.03% | +4.32% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | -0.01% | +1.75% | |
| 46 | OMC | Omnicom Group | 股票-通訊服務 | 0.44% | -0.06% | +3.30% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.43% | -0.02% | +18.53% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.43% | -0.06% | +2.85% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.42% | -0.10% | -1.02% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | +0.10% | -36.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +1.74% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | +1.21% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +25.59% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.79% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.3% | +5.29% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | +1.70% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +4.81% | 加碼 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +22.96% | 加碼 |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | +3.41% | 加碼 |
| 11 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 12 | NVDA | Nvidia CORP | +0.1% | +0.49% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.10% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.94% | 加碼 |
| 15 | TSLA | Tesla Inc | +0.1% | -5.03% | 減碼 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +37.52% | 加碼 |
| 17 | DDOG | Datadog Inc - Class A | +0.1% | +6594.86% | 加碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | +2.50% | 加碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +2.21% | 加碼 |
| 20 | BEPC | Brookfield Renewable CORP | +0.1% | NEW | 新建倉 |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.31% | 減碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.28% | 減碼 |
| 23 | HUBS | Hubspot Inc | +0.1% | +15320.51% | 加碼 |
| 24 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 25 | CDNS | Cadence Design Sys Inc | +0.1% | +291.17% | 加碼 |
| 26 | P | Everpure Inc-a | +0.1% | +9041.38% | 加碼 |
| 27 | PEN | Penumbra Inc | +0.1% | +43.95% | 加碼 |
| 28 | BAC | Bank Of America CORP | +0.1% | +1.98% | 加碼 |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +11321.83% | 加碼 |
| 30 | BROS | Dutch Bros Inc-class A | +0.1% | +2.32% | 加碼 |
| 31 | WMT | Walmart Inc | +0.1% | +2.08% | 加碼 |
| 32 | ORLY | O'reilly Automotive Inc | 0% | +3.09% | 加碼 |
| 33 | VCIT | Vanguard Int-term Corporate | 0% | +18.53% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | +2.38% | 加碼 |
| 35 | CRM | Salesforce Inc | 0% | +2.92% | 加碼 |
| 36 | AAON | Aaon Inc | 0% | +43.46% | 加碼 |
| 37 | SCHR | Schwab Intermediate-term US | 0% | +751.08% | 加碼 |
| 38 | GLOB | Globant S.A. | 0% | +18.92% | 加碼 |
| 39 | COST | Costco Wholesale CORP | 0% | +0.74% | 加碼 |
| 40 | KMX | Carmax Inc | 0% | +4.32% | 加碼 |
| 41 | TJX | Tjx Companies Inc | 0% | +2.24% | 加碼 |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +4.18% | 加碼 |
| 43 | PH | Parker Hannifin CORP | 0% | +3.37% | 加碼 |
| 44 | USB | US Bancorp | 0% | +2.14% | 加碼 |
| 45 | VGSH | Vanguard Short-term Treasury | 0% | +9.58% | 加碼 |
| 46 | NOW | Servicenow Inc | 0% | +2.46% | 加碼 |
| 47 | FISV | Fiserv Inc | 0% | -3.26% | 減碼 |
| 48 | CASY | Casey's General Stores Inc | 0% | +18.25% | 加碼 |
| 49 | MTCH | Match Group Inc | 0% | +2009.98% | 加碼 |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +50.25% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Baird Financial Group, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$727.3億，共申報了 1746 個公開持股部位。
在 Q4 2024 季度，Baird Financial Group, Inc. 按市值排列的前三大核心持股分別為：AAPL (4.6%)、MSFT (4.4%)、JPM (2.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.6% 的權重。
在 Q4 2024 季度中，Baird Financial Group, Inc. 共進行了 200 項持倉異動，包含新建倉 6 個部位、加碼 104 個部位、減碼 83 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。