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: 0001730818
申報總市值
US$2.3億
US$2.3億
40 檔
28.1%
截至 Q3 2024 季度末，Baugh & Associates, LLC 的美股持倉估值約為 US$2.3億，全數申報部位共有 40 檔。
觀察 Q3 2024 的申報異動，Baugh & Associates, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 33 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 MSFT, AAPL, COST）占據了總市值的 28.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 9.51% | -0.32% | +0.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.15% | +0.36% | +2.69% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.08% | -0.49% | +0.02% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 5.07% | +0.07% | +1.87% | |
| 5 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 4.90% | -0.50% | +0.62% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.39% | +0.38% | +0.89% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 4.09% | -0.64% | +0.49% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.93% | -0.63% | +2.51% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.73% | +0.27% | +1.48% | |
| 10 | MS | Morgan Stanley | 股票-金融 | 3.62% | +0.31% | +0.91% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.20% | -0.57% | +9.08% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.92% | +0.19% | +6.16% | |
| 13 | TFC | Truist Financial CORP | 股票-金融 | 2.87% | +0.04% | +1.56% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.85% | -0.14% | +9.81% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 2.77% | -0.15% | +0.34% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.75% | -0.50% | -0.13% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.54% | -0.08% | +3.27% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.52% | -0.32% | +1.52% | |
| 19 | O | Realty Income CORP | 股票-房地產 | 2.48% | -0.08% | +1.52% | |
| 20 | ARCC | Ares Capital CORP | 股票-金融 | 2.45% | -0.17% | +1.20% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.40% | -0.60% | +28.18% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 2.37% | -0.51% | +0.61% | |
| 23 | MO | Altria Group Inc | 股票-非循環性消費 | 2.28% | +0.03% | +0.54% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 2.28% | +0.71% | +16.74% | |
| 25 | COP | Conocophillips | 股票-能源 | 2.24% | -0.68% | +2.56% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -0.64% | +1.16% | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.52% | +4.02% | +1.59% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 1.27% | — | -2.88% | |
| 29 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.87% | — | -1.05% | |
| 30 | ET | Energy Transfer LP | 股票-能源 | 0.66% | -0.09% | +8.64% | |
| 31 | SVC | Service Properties Trust | 股票-其他 | 0.66% | +0.02% | -2.11% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.22% | +0.02% | -2.94% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.19% | +0.01% | -7.59% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | +0.05% | +20.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.16% | +0.01% | +19.52% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.15% | +0.01% | +11.51% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.14% | — | -6.33% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.14% | +0.03% | +25.27% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.12% | +0.09% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.10% | -0.13% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | +0.7% | +0.62% | 加碼 |
| 2 | HD | Home Depot Inc | +0.5% | +1.87% | 加碼 |
| 3 | WMT | Walmart Inc | +0.4% | +0.49% | 加碼 |
| 4 | NEE | Nextera Energy Inc | +0.4% | +2.51% | 加碼 |
| 5 | ABBV | Abbvie Inc | +0.3% | +0.89% | 加碼 |
| 6 | ABT | Abbott Laboratories | +0.3% | +9.08% | 加碼 |
| 7 | O | Realty Income CORP | +0.3% | +1.52% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | +2.69% | 加碼 |
| 9 | SO | Southern Co/the | +0.2% | +0.34% | 加碼 |
| 10 | CVX | Chevron CORP | +0.2% | +28.18% | 加碼 |
| 11 | KVUE | Kenvue Inc | +0.1% | -1.05% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | NEW | 新建倉 |
| 13 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建倉 |
| 14 | MO | Altria Group Inc | +0.1% | +0.54% | 加碼 |
| 15 | TFC | Truist Financial CORP | +0.1% | +1.56% | 加碼 |
| 16 | VZ | Verizon Communications Inc | +0.1% | -0.13% | 減碼 |
| 17 | PGR | Progressive CORP | 0% | -2.94% | 減碼 |
| 18 | JNJ | Johnson & Johnson | 0% | +3.27% | 加碼 |
| 19 | IBM | Intl Business Machines CORP | — | +25.27% | 加碼 |
| 20 | KO | Coca-cola Co/the | — | +11.51% | 加碼 |
| 21 | IWF | Ishares Russell 1000 Growth | 0% | -6.33% | 減碼 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +19.52% | 加碼 |
| 23 | SDY | Ss Spdr S&p Dividend ETF | 0% | -7.59% | 減碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +20.31% | 加碼 |
| 25 | MS | Morgan Stanley | 0% | +0.91% | 加碼 |
| 26 | ET | Energy Transfer LP | -0.1% | +8.64% | 加碼 |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | EXIT | 清倉 |
| 28 | PFE | Pfizer Inc | -0.1% | +0.61% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | +1.48% | 加碼 |
| 30 | EMR | Emerson Electric Co | -0.1% | -2.88% | 減碼 |
| 31 | COST | Costco Wholesale CORP | -0.1% | +0.02% | 加碼 |
| 32 | SVC | Service Properties Trust | -0.1% | -2.11% | 減碼 |
| 33 | QCOM | Qualcomm Inc | -0.1% | +16.74% | 加碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +1.16% | 加碼 |
| 35 | PEP | Pepsico Inc | -0.2% | +1.52% | 加碼 |
| 36 | BAC | Bank Of America CORP | -0.2% | +6.16% | 加碼 |
| 37 | ARCC | Ares Capital CORP | -0.2% | +1.20% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | -0.3% | +9.81% | 加碼 |
| 39 | COP | Conocophillips | -0.4% | +2.56% | 加碼 |
| 40 | INTC | Intel CORP | -0.7% | +1.59% | 加碼 |
| 41 | MSFT | Microsoft CORP | -1% | +0.10% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Baugh & Associates, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 40 個公開持股部位。
在 Q3 2024 季度，Baugh & Associates, LLC 按市值排列的前三大核心持股分別為：MSFT (9.5%)、AAPL (8.2%)、COST (5.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.5% 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
CAT
市值: US$23.5萬
本季最大獲利了結 / 清倉標的
DIA
前期市值: US$20.4萬
在 Q3 2024 季度中，Baugh & Associates, LLC 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 31 個部位、減碼 7 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CAT。 本季清倉部位包含 DIA。
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。