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
747 檔
16.3%
截至 Q1 2026 季度末，Baker Avenue Asset Management, LP 的美股持倉估值約為 US$52.8億，全數申報部位共有 747 檔。
觀察 Q1 2026 的申報異動，Baker Avenue Asset Management, LP 採取了強勁的買進策略，建倉與加碼動作（合計 137 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, SSD）占據了總市值的 16.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
VEU
市值: US$784.9萬
本季最大獲利了結 / 清倉標的
FXI
前期市值: US$639.0萬
僅顯示前 200 大持股（共 747 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 | NVDA | Nvidia CORP | 股票-科技 | 5.39% | -0.49% | +11.15% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.34% | -0.09% | +6.04% | |
| 3 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 3.55% | +0.07% | -2.81% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.25% | +17.83% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.31% | -0.05% | +1.03% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 2.19% | -0.29% | +2.71% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.09% | -0.05% | +1.80% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.08% | -0.26% | +2.57% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.96% | -0.26% | +2.56% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.88% | -0.08% | +5.08% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.84% | -0.15% | +0.87% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.75% | +0.08% | -6.45% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.71% | -0.09% | +3.34% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.59% | -0.05% | +6.00% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.58% | +0.17% | +1.27% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.58% | -0.09% | +1.09% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.55% | -0.19% | +3.47% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | -0.04% | +3.21% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | +0.14% | +0.68% | |
| 20 | APP | Applovin Corp-class A | 股票-科技 | 1.22% | +0.05% | +63.90% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.14% | -0.05% | +0.79% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.04% | -0.14% | +1.90% | |
| 23 | PH | Parker Hannifin CORP | 股票-工業 | 0.97% | -0.08% | -0.77% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 0.93% | +0.70% | -3.56% | |
| 25 | BG | Bunge Global SA | 股票-非循環性消費 | 0.91% | -0.24% | +0.74% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.25% | +11.80% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.81% | -0.06% | +0.44% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | — | -1.22% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.79% | -0.09% | +0.41% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.78% | +0.53% | -9.17% | |
| 31 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.77% | — | +0.07% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.66% | +0.31% | -20.48% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.64% | +0.88% | +6.79% | |
| 34 | GE | General Electric | 股票-工業 | 0.63% | +0.09% | +5.21% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | +0.16% | +3.63% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.61% | -0.01% | +0.55% | |
| 37 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.61% | -0.10% | -0.14% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.59% | -0.14% | -8.14% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.02% | +1.28% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.06% | -0.17% | |
| 41 | MRVL | Marvell Technology Inc | 股票-科技 | 0.55% | +0.61% | +2.30% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.05% | +9.32% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | +0.06% | +20.98% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.54% | +0.30% | -17.34% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.54% | -0.13% | +0.02% | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.54% | -0.18% | +17.82% | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.54% | -0.05% | +8.23% | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.53% | -0.09% | +2.97% | |
| 49 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.53% | -0.09% | -32.45% | |
| 50 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.52% | -0.06% | +2.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +11.80% | 加碼 |
| 2 | BG | Bunge Global SA | +0.3% | +0.74% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +77.48% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +0.2% | -3.56% | 減碼 |
| 5 | IWC | Ishares Micro-cap ETF | +0.2% | +2278.27% | 加碼 |
| 6 | NOW | Servicenow Inc | +0.2% | +484.49% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +150.79% | 加碼 |
| 8 | SYK | Stryker CORP | +0.1% | +1062.98% | 加碼 |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2045.42% | 加碼 |
| 10 | SLB | Slb LTD | +0.1% | +0.41% | 加碼 |
| 11 | EOG | Eog Resources Inc | +0.1% | +9.56% | 加碼 |
| 12 | XYLD | Global X S&p 500 Cove Call E | +0.1% | +512.69% | 加碼 |
| 13 | GLW | Corning Inc | +0.1% | -17.34% | 減碼 |
| 14 | LIN | Linde plc | +0.1% | +8.23% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +11.15% | 加碼 |
| 16 | FANG | Diamondback Energy Inc | +0.1% | +7.18% | 加碼 |
| 17 | LRCX | Lam Research CORP | +0.1% | -9.17% | 減碼 |
| 18 | MRVL | Marvell Technology Inc | +0.1% | +2.30% | 加碼 |
| 19 | QYLD | Global X Nasd 100 Cov Call | +0.1% | +55.76% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | +87.48% | 加碼 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | +1.40% | 加碼 |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +841.05% | 加碼 |
| 23 | INTC | Intel CORP | +0.1% | +35.10% | 加碼 |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +495.12% | 加碼 |
| 25 | KLAC | Kla CORP | +0.1% | +13.47% | 加碼 |
| 26 | SSD | Simpson Manufacturing Co Inc | +0.1% | -2.81% | 減碼 |
| 27 | FCX | Freeport-mcmoran Inc | +0.1% | -1.95% | 減碼 |
| 28 | HD | Home Depot Inc | +0.1% | +25.59% | 加碼 |
| 29 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.1% | +350.00% | 加碼 |
| 30 | JNJ | Johnson & Johnson | 0% | +1.28% | 加碼 |
| 31 | VRT | Vertiv Holdings Co-a | 0% | -20.57% | 減碼 |
| 32 | EWW | Ishares Msci Mexico ETF | 0% | -0.14% | 減碼 |
| 33 | MLPX | Global X Mlp & Energy Infras | 0% | +3.41% | 加碼 |
| 34 | TXN | Texas Instruments Inc | 0% | +0.33% | 加碼 |
| 35 | GII | State Street Spdr S&p Global | 0% | +5.03% | 加碼 |
| 36 | CVX | Chevron CORP | 0% | -0.97% | 減碼 |
| 37 | GAP | Gap Inc/the | 0% | +178.19% | 加碼 |
| 38 | NVT | nVent Electric plc | 0% | +24.54% | 加碼 |
| 39 | DEM | Wisdomtree Emerging Markets | 0% | +5.63% | 加碼 |
| 40 | DVN | Devon Energy CORP | 0% | +0.54% | 加碼 |
| 41 | TEM | Tempus Ai Inc-cl A | 0% | +89.30% | 加碼 |
| 42 | GEV | GE Vernova Inc | 0% | +32.24% | 加碼 |
| 43 | MPC | Marathon Petroleum CORP | 0% | +0.25% | 加碼 |
| 44 | NFLX | Netflix Inc | 0% | +3.95% | 加碼 |
| 45 | TEAM | Atlassian Corp-cl A | 0% | +1182.84% | 加碼 |
| 46 | DE | Deere & Co | 0% | -0.36% | 減碼 |
| 47 | STX | Seagate Technology Holdings plc | 0% | -1.20% | 減碼 |
| 48 | DWX | State Street Spdr S&p Intern | 0% | +5.59% | 加碼 |
| 49 | BURL | Burlington Stores Inc | 0% | +14.29% | 加碼 |
| 50 | TMO | Thermo Fisher Scientific Inc | 0% | +25.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Baker Avenue Asset Management, LP 在 Q1 2026 季度的美股持倉總市值約為 US$52.8億，共申報了 747 個公開持股部位。
在 Q1 2026 季度，Baker Avenue Asset Management, LP 按市值排列的前三大核心持股分別為：NVDA (5.4%)、AAPL (5.3%)、SSD (3.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.4% 的權重。
在 Q1 2026 季度中，Baker Avenue Asset Management, LP 共進行了 200 項持倉異動，包含新建倉 23 個部位、加碼 114 個部位、減碼 55 個部位以及清倉 8 個部位。 其中最大新建倉標的為 VEU。 本季清倉部位包含 FXI。
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。