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: 0001105907
申報總市值
US$4.5億
US$4.5億
292 檔
20.0%
截至 Q1 2026 季度末，Bard Associates Inc 的美股持倉估值約為 US$4.5億，全數申報部位共有 292 檔。
Q1 2026 的申報記錄反映 Bard Associates Inc 的板塊替換策略：機構本季推動了 78 筆增持與 98 筆減持，籌碼呈現明顯的結構重組。
整體而言，Bard Associates Inc 的前 5 大持股（包含 JAAA, PFF, XFFCX）貢獻了組合市值的 20.0%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 292 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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 6.34% | -0.69% | +52.29% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.26% | -0.57% | -0.30% | |
| 3 | XFFCX | Flaherty & Crumrine Pref Inc | 股票-其他 | 4.73% | -0.29% | -0.32% | |
| 4 | COHR | Coherent CORP | 股票-科技 | 3.21% | +1.45% | -30.79% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.10% | +0.40% | +83.21% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.10% | -0.12% | +0.17% | |
| 7 | REZ | Ishars Res And Multi Reales | ETF-其他 | 3.05% | +0.04% | +0.05% | |
| 8 | MAMA | Mama's Creations Inc | 股票-其他 | 2.65% | +0.03% | -1.59% | |
| 9 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.50% | -0.74% | -6.25% | |
| 10 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 2.46% | -0.59% | +0.41% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.28% | -0.31% | +0.09% | |
| 12 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 2.10% | -0.18% | -0.20% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.80% | -0.31% | -0.53% | |
| 14 | AEHR | Aehr Test Systems | 股票-其他 | 1.67% | +1.68% | -0.37% | |
| 15 | ODC | Oil-dri CORP Of America | 股票-其他 | 1.64% | +0.60% | -1.38% | |
| 16 | AROC | Archrock Inc | 股票-能源 | 1.59% | +0.04% | — | |
| 17 | OR | Or Royalties Inc | 股票-其他 | 1.56% | -0.42% | -1.27% | |
| 18 | FIP | Ftai Infrastructure Inc | 股票-其他 | 1.50% | -0.27% | -0.12% | |
| 19 | MPTI | M-tron Industries Inc | 股票-其他 | 1.43% | -0.45% | -0.71% | |
| 20 | EQX | Equinox Gold CORP | 股票-其他 | 1.42% | -0.58% | -0.76% | |
| 21 | LGCY | Legacy Education Inc | 股票-其他 | 1.41% | -0.25% | -0.20% | |
| 22 | TPZ | Tort Electf Infra Etf-usd In | ETF-其他 | 1.40% | -0.17% | -2.07% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.37% | -0.35% | -0.44% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.33% | -0.15% | -0.15% | |
| 25 | BKTI | Bk Technologies CORP | 股票-其他 | 1.29% | +0.02% | -0.41% | |
| 26 | USAC | USA Compression Partners LP | 股票-其他 | 1.25% | -0.18% | -0.27% | |
| 27 | KTOS | Kratos Defense & Security | 股票-工業 | 1.25% | -0.48% | -0.14% | |
| 28 | ACU | Acme United CORP | 股票-其他 | 1.24% | -0.09% | +0.10% | |
| 29 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 1.23% | -0.32% | -2.42% | |
| 30 | GPGI | Gpgi Inc | 股票-其他 | 1.22% | -0.22% | -0.42% | |
| 31 | CSV | Carriage Services Inc | 股票-其他 | 1.13% | -0.30% | -1.13% | |
| 32 | ACNT | Ascent Industries Co | 股票-其他 | 1.09% | -0.02% | -0.17% | |
| 33 | OSS | One Stop Systems Inc | 股票-其他 | 1.03% | +1.09% | -36.46% | |
| 34 | CXDO | Crexendo Inc | 股票-其他 | 0.93% | -0.33% | +0.06% | |
| 35 | LEGH | Legacy Housing CORP | 股票-其他 | 0.92% | +0.13% | +0.23% | |
| 36 | RGLD | Royal Gold Inc | 股票-原物料 | 0.90% | -0.28% | -1.95% | |
| 37 | BOF | Branchout Food Inc/or | 股票-其他 | 0.86% | +0.19% | — | |
| 38 | LGL | Lgl Group Inc/the | 股票-其他 | 0.85% | -0.10% | -0.40% | |
| 39 | GOLD | Gold.com Inc | 股票-其他 | 0.82% | -0.07% | -9.29% | |
| 40 | CMT | Core Molding Technologies In | 股票-其他 | 0.82% | -0.07% | -0.22% | |
| 41 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 0.81% | -0.16% | -0.73% | |
| 42 | FTK | Flotek Industries Inc | 股票-其他 | 0.81% | +0.18% | +0.17% | |
| 43 | PCYO | Pure Cycle CORP | 股票-其他 | 0.79% | -0.05% | -2.32% | |
| 44 | VMD | Viemed Healthcare Inc | 股票-其他 | 0.79% | +0.07% | +0.18% | |
| 45 | BUDA | Buda Juice Inc | 股票-其他 | 0.77% | -0.22% | — | |
| 46 | AMPG | Amplitech Group Inc | 股票-其他 | 0.76% | +1.52% | -0.22% | |
| 47 | KWY | Kingsway CORP | 股票-其他 | 0.73% | -0.08% | -0.44% | |
| 48 | INTT | Intest CORP | 股票-其他 | 0.72% | +0.13% | +0.70% | |
| 49 | SMID | Smith-midland CORP | 股票-其他 | 0.66% | -0.15% | -0.25% | |
| 50 | INLX | Intellinetics Inc | 股票-其他 | 0.62% | -0.21% | -0.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +2.1% | +52.29% | 加碼 |
| 2 | SCHO | Schwab Short-term US Treas | +1.4% | +83.21% | 加碼 |
| 3 | AEHR | Aehr Test Systems | +0.7% | -0.37% | 減碼 |
| 4 | TYG | Tortoise Energy Infrastruct | +0.4% | +0.41% | 加碼 |
| 5 | AROC | Archrock Inc | +0.4% | — | 不變 |
| 6 | ODC | Oil-dri CORP Of America | +0.4% | -1.38% | 減碼 |
| 7 | INTT | Intest CORP | +0.3% | +0.70% | 加碼 |
| 8 | ELWT | Elauwit Connection Inc | +0.3% | +68.55% | 加碼 |
| 9 | MPTI | M-tron Industries Inc | +0.3% | -0.71% | 減碼 |
| 10 | KYN | Kayne Anderson Energy Infra | +0.2% | -0.20% | 減碼 |
| 11 | LGCY | Legacy Education Inc | +0.2% | -0.20% | 減碼 |
| 12 | MAMA | Mama's Creations Inc | +0.2% | -1.59% | 減碼 |
| 13 | AMLP | Alerian Mlp ETF | +0.2% | +0.09% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.2% | -0.53% | 減碼 |
| 15 | USAC | USA Compression Partners LP | +0.2% | -0.27% | 減碼 |
| 16 | ENSG | Ensign Group Inc/the | +0.1% | -6.25% | 減碼 |
| 17 | VMD | Viemed Healthcare Inc | +0.1% | +0.18% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +45.70% | 加碼 |
| 19 | LGL | Lgl Group Inc/the | +0.1% | -0.40% | 減碼 |
| 20 | TRGP | Targa Resources CORP | +0.1% | — | 不變 |
| 21 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.44% | 減碼 |
| 22 | ACU | Acme United CORP | +0.1% | +0.10% | 加碼 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +844.20% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +947.69% | 加碼 |
| 25 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | +714.04% | 加碼 |
| 26 | RGLD | Royal Gold Inc | +0.1% | -1.95% | 減碼 |
| 27 | FNV | Franco-nevada CORP | +0.1% | -0.54% | 減碼 |
| 28 | PM | Philip Morris International | +0.1% | +328.24% | 加碼 |
| 29 | FIP | Ftai Infrastructure Inc | +0.1% | -0.12% | 減碼 |
| 30 | CMT | Core Molding Technologies In | +0.1% | -0.22% | 減碼 |
| 31 | TJX | Tjx Companies Inc | +0.1% | +815.93% | 加碼 |
| 32 | KO | Coca-cola Co/the | +0.1% | +805.28% | 加碼 |
| 33 | MO | Altria Group Inc | +0.1% | +418.08% | 加碼 |
| 34 | ALCO | Alico Inc | +0.1% | +0.19% | 加碼 |
| 35 | LMT | Lockheed Martin CORP | +0.1% | +775.00% | 加碼 |
| 36 | EXPD | Expeditors Intl Wash Inc | +0.1% | +862.91% | 加碼 |
| 37 | HSY | Hershey Co/the | +0.1% | +842.66% | 加碼 |
| 38 | ALLE | Allegion plc | +0.1% | +734.25% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | +0.1% | +1451.67% | 加碼 |
| 40 | OR | Or Royalties Inc | +0.1% | -1.27% | 減碼 |
| 41 | VPU | Vanguard Utilities ETF | +0.1% | -0.15% | 減碼 |
| 42 | CSV | Carriage Services Inc | +0.1% | -1.13% | 減碼 |
| 43 | TXN | Texas Instruments Inc | +0.1% | +912.98% | 加碼 |
| 44 | PEP | Pepsico Inc | +0.1% | +888.82% | 加碼 |
| 45 | HGV | Hilton Grand Vacations Inc | +0.1% | +877.31% | 加碼 |
| 46 | SYY | Sysco CORP | +0.1% | +764.69% | 加碼 |
| 47 | HD | Home Depot Inc | +0.1% | +244.96% | 加碼 |
| 48 | UL | Unilever Plc-sponsored Adr | 0% | +816.95% | 加碼 |
| 49 | BKNG | Booking Holdings Inc | 0% | +733.33% | 加碼 |
| 50 | MAS | Masco CORP | 0% | +746.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bard Associates Inc 在 Q1 2026 季度的美股持倉總市值約為 US$4.5億，共申報了 292 個公開持股部位。
在 Q1 2026 季度，Bard Associates Inc 按市值排列的前三大核心持股分別為：JAAA (6.3%)、PFF (5.3%)、XFFCX (4.7%)。其中最大持股部位 JAAA 佔據整體投資組合約 6.3% 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
BUDA
市值: US$308.0萬
本季最大獲利了結 / 清倉標的
DTST
前期市值: US$117.0萬
在 Q1 2026 季度中，Bard Associates Inc 共進行了 176 項持倉異動，包含新建倉 22 個部位、加碼 56 個部位、減碼 89 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BUDA。 本季清倉部位包含 DTST。
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。