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: 0001432529
申報總市值
US$52.8億
US$52.8億
457 檔
11.6%
在 Q1 2025 的 13F 官方備案中，Baker Avenue Asset Management, LP 管理的美股投資組合規模來到 US$52.8億，整體持股檔數為 457 檔。
Q1 2025 數據顯示 Baker Avenue Asset Management, LP 積極進場，新開立 88 個部位並同步加碼 60 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SSD, AAPL, MSFT）累計市值佔比達 11.6%，是驅動 Baker Avenue Asset Management, LP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 457 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 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 5.37% | +0.07% | -22.02% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.22% | -0.09% | +15.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.25% | +3.39% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.65% | -0.26% | +2.31% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.65% | -0.05% | +1.34% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 2.64% | -0.29% | +2.20% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | -0.49% | +15.37% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.33% | -0.26% | +2.35% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.24% | -0.05% | +7.40% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.23% | -0.15% | -3.86% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.20% | +0.08% | +0.03% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.90% | -0.08% | +4.11% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.79% | -0.05% | -39.69% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.79% | -0.09% | +7.15% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.76% | -0.19% | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.69% | -0.09% | +9.47% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.04% | -2.04% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.37% | -0.05% | +0.78% | |
| 19 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.26% | -0.09% | -2.34% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.24% | -0.14% | -0.32% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.14% | -70.22% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | +0.17% | -0.30% | |
| 23 | PH | Parker Hannifin CORP | 股票-工業 | 0.95% | -0.08% | -0.55% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.92% | -0.06% | -0.49% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.87% | -0.09% | +0.83% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.83% | -0.01% | -0.86% | |
| 27 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.83% | — | +15.64% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.05% | +3.06% | |
| 29 | BG | Bunge Global SA | 股票-非循環性消費 | 0.72% | -0.24% | +5.84% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.72% | — | — | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | -0.13% | +0.21% | |
| 32 | SLB | Slb LTD | 股票-能源 | 0.68% | -0.12% | +2.26% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.64% | -0.06% | +2.06% | |
| 34 | GE | General Electric | 股票-工業 | 0.64% | +0.09% | -2.09% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.64% | -0.06% | +1.98% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.62% | -0.05% | +27.38% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.14% | -32.02% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | -0.06% | +0.14% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.06% | +3.38% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.60% | -0.01% | EXIT | |
| 41 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.60% | -0.18% | -1.32% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.57% | +0.16% | -0.19% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.55% | -0.05% | +1.77% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.25% | +3.11% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.54% | — | -69.53% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | -0.14% | -10.83% | |
| 47 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.54% | +0.11% | -9.90% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.54% | +0.31% | +0.14% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.70% | +7.85% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.52% | -0.07% | +0.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | +15.02% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2% | +15.37% | 加碼 |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.7% | — | 加碼 |
| 4 | MSFT | Microsoft CORP | +1.4% | +3.39% | 加碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | -70.22% | 加碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +1.1% | +7.40% | 加碼 |
| 7 | SCHX | Schwab US Large-cap ETF | +1% | +9.47% | 加碼 |
| 8 | VV | Vanguard Large-cap ETF | +1% | +7.15% | 加碼 |
| 9 | IWF | Ishares Russell 1000 Growth | +0.9% | +0.03% | 加碼 |
| 10 | QUAL | Ishares Msci USA Quality Fac | +0.9% | -3.86% | 加碼 |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.6% | +2.06% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.6% | +3.06% | 加碼 |
| 13 | NFLX | Netflix Inc | +0.6% | -32.02% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.5% | +18.05% | 加碼 |
| 15 | CRM | Salesforce Inc | +0.5% | +0.68% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.4% | -69.53% | 加碼 |
| 17 | SLB | Slb LTD | +0.4% | +2.26% | 加碼 |
| 18 | QCOM | Qualcomm Inc | +0.4% | +19.26% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.4% | +3.38% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.3% | -39.69% | 加碼 |
| 21 | ICVT | Ishares Convertible Bond ETF | +0.3% | +15.64% | 加碼 |
| 22 | RSPT | Invesco S&p 500 Equal Weight | +0.3% | -0.19% | 加碼 |
| 23 | DGRO | Ishares Core Dividend Growth | +0.3% | +0.28% | 加碼 |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | — | 加碼 |
| 25 | MCD | Mcdonald's CORP | +0.2% | +1.03% | 加碼 |
| 26 | COST | Costco Wholesale CORP | +0.2% | +10.51% | 加碼 |
| 27 | VMC | Vulcan Materials Co | +0.2% | +13.49% | 加碼 |
| 28 | IAU | Ishares Gold Trust | +0.2% | +1051.53% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.98% | 加碼 |
| 30 | V | Visa Inc-class A Shares | +0.1% | +154.37% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -2.04% | 加碼 |
| 32 | XLC | Ss Comm Select Sector Spdr | +0.1% | +9.08% | 加碼 |
| 33 | AMGN | Amgen Inc | +0.1% | +269.10% | 加碼 |
| 34 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -8.16% | 加碼 |
| 35 | HTGC | Hercules Capital Inc | +0.1% | +1.87% | 加碼 |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +15.09% | 加碼 |
| 37 | CVX | Chevron CORP | +0.1% | +3.06% | 加碼 |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +0.39% | 加碼 |
| 39 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +3.52% | 加碼 |
| 40 | VOO | Vanguard S&p 500 ETF | +0.1% | +47.08% | 加碼 |
| 41 | DHR | Danaher CORP | +0.1% | +316.87% | 加碼 |
| 42 | XOM | Exxon Mobil CORP | 0% | +3.11% | 加碼 |
| 43 | MRVL | Marvell Technology Inc | 0% | -5.20% | 加碼 |
| 44 | PYPL | Paypal Holdings Inc | 0% | +2.82% | 加碼 |
| 45 | XLF | Ss Financial Select Sector | 0% | +96.35% | 加碼 |
| 46 | APH | Amphenol Corp-cl A | 0% | +0.73% | 加碼 |
| 47 | TXN | Texas Instruments Inc | — | +1.01% | 加碼 |
| 48 | FCX | Freeport-mcmoran Inc | — | +35.77% | 加碼 |
| 49 | TMO | Thermo Fisher Scientific Inc | 0% | +2.16% | 加碼 |
| 50 | GE | General Electric | -0.1% | -2.09% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Baker Avenue Asset Management, LP 在 Q1 2025 季度的美股持倉總市值約為 US$52.8億，共申報了 457 個公開持股部位。
在 Q1 2025 季度，Baker Avenue Asset Management, LP 按市值排列的前三大核心持股分別為：SSD (5.4%)、AAPL (5.2%)、MSFT (3.3%)。其中最大持股部位 SSD 佔據整體投資組合約 5.4% 的權重。
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。
本季最大新建倉標的
SSD
市值: US$1.7億
本季最大獲利了結 / 清倉標的
BG
前期市值: US$2383.4萬
在 Q1 2025 季度中，Baker Avenue Asset Management, LP 共進行了 200 項持倉異動，包含新建倉 88 個部位、加碼 60 個部位、減碼 31 個部位以及清倉 21 個部位。 其中最大新建倉標的為 SSD。 本季清倉部位包含 BG。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。