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
39 檔
28.2%
Baugh & Associates, LLC 在 Q4 2024 季度的美股部位總計估值為 US$2.3億，分散於 39 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Baugh & Associates, LLC 於 Q4 2024 季度持續回收資金，對 25 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Baugh & Associates, LLC 的前 5 大核心持股（包含 MSFT, AAPL, COST 等）合計佔整體申報市值的 28.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.42% | -0.32% | +0.12% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.82% | +0.36% | -0.05% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.27% | -0.49% | -0.03% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 4.93% | +0.07% | -0.06% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 4.60% | -0.64% | -0.01% | |
| 6 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 4.49% | -0.50% | -0.02% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 4.38% | +0.31% | -0.19% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.30% | +0.27% | -0.14% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.03% | +0.38% | +1.84% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.38% | -0.63% | +0.21% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 3.26% | +0.19% | -0.02% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.19% | -0.57% | -0.03% | |
| 13 | TFC | Truist Financial CORP | 股票-金融 | 2.94% | +0.04% | +0.06% | |
| 14 | ARCC | Ares Capital CORP | 股票-金融 | 2.59% | -0.17% | -0.00% | |
| 15 | PFE | Pfizer Inc | 股票-醫療保健 | 2.58% | -0.51% | +17.58% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.56% | -0.50% | +4.62% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 2.54% | -0.15% | -0.00% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.54% | -0.60% | +6.21% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.53% | -0.14% | -0.04% | |
| 20 | COP | Conocophillips | 股票-能源 | 2.47% | -0.68% | +16.22% | |
| 21 | MO | Altria Group Inc | 股票-非循環性消費 | 2.35% | +0.03% | -0.00% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.30% | -0.08% | -0.03% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.27% | -0.32% | -0.51% | |
| 24 | O | Realty Income CORP | 股票-房地產 | 2.10% | -0.08% | -0.03% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 2.06% | +0.71% | -0.00% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 2.06% | -0.64% | -0.10% | |
| 27 | EMR | Emerson Electric Co | 股票-工業 | 1.44% | — | -0.68% | |
| 28 | INTC | Intel CORP | 股票-科技 | 1.29% | +4.02% | -2.08% | |
| 29 | ET | Energy Transfer LP | 股票-能源 | 0.82% | -0.09% | -0.12% | |
| 30 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.79% | — | -1.92% | |
| 31 | SVC | Service Properties Trust | 股票-其他 | 0.35% | +0.02% | -6.18% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.21% | +0.05% | +1.41% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.20% | +0.02% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.19% | +0.01% | +3.73% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.17% | +0.03% | — | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.16% | +0.01% | -13.04% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.15% | +0.01% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.14% | — | -6.76% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.11% | -0.13% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | +0.8% | -0.19% | 減碼 |
| 2 | AAPL | Apple Inc | +0.7% | -0.05% | 減碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.6% | -0.14% | 減碼 |
| 4 | WMT | Walmart Inc | +0.5% | -0.01% | 減碼 |
| 5 | BAC | Bank Of America CORP | +0.3% | -0.02% | 減碼 |
| 6 | COP | Conocophillips | +0.2% | +16.22% | 加碼 |
| 7 | PFE | Pfizer Inc | +0.2% | +17.58% | 加碼 |
| 8 | COST | Costco Wholesale CORP | +0.2% | -0.03% | 減碼 |
| 9 | EMR | Emerson Electric Co | +0.2% | -0.68% | 減碼 |
| 10 | ET | Energy Transfer LP | +0.2% | -0.12% | 減碼 |
| 11 | CVX | Chevron CORP | +0.1% | +6.21% | 加碼 |
| 12 | ARCC | Ares Capital CORP | +0.1% | -0.00% | 減碼 |
| 13 | MO | Altria Group Inc | +0.1% | -0.00% | 減碼 |
| 14 | TFC | Truist Financial CORP | +0.1% | +0.06% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.41% | 加碼 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.73% | 加碼 |
| 17 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 18 | VUG | Vanguard Growth ETF | 0% | +42.99% | 加碼 |
| 19 | KO | Coca-cola Co/the | — | — | 不變 |
| 20 | IWF | Ishares Russell 1000 Growth | — | -6.76% | 減碼 |
| 21 | ABT | Abbott Laboratories | 0% | -0.03% | 減碼 |
| 22 | PGR | Progressive CORP | 0% | — | 不變 |
| 23 | SDY | Ss Spdr S&p Dividend ETF | 0% | -13.04% | 減碼 |
| 24 | KVUE | Kenvue Inc | -0.1% | -1.92% | 減碼 |
| 25 | MSFT | Microsoft CORP | -0.1% | +0.12% | 加碼 |
| 26 | CAT | Caterpillar Inc | -0.1% | EXIT | 清倉 |
| 27 | HD | Home Depot Inc | -0.1% | -0.06% | 減碼 |
| 28 | XOM | Exxon Mobil CORP | -0.2% | -0.10% | 減碼 |
| 29 | VZ | Verizon Communications Inc | -0.2% | +4.62% | 加碼 |
| 30 | QCOM | Qualcomm Inc | -0.2% | -0.00% | 減碼 |
| 31 | SO | Southern Co/the | -0.2% | -0.00% | 減碼 |
| 32 | INTC | Intel CORP | -0.2% | -2.08% | 減碼 |
| 33 | JNJ | Johnson & Johnson | -0.2% | -0.03% | 減碼 |
| 34 | PEP | Pepsico Inc | -0.3% | -0.51% | 減碼 |
| 35 | SVC | Service Properties Trust | -0.3% | -6.18% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.3% | -0.04% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.4% | +1.84% | 加碼 |
| 38 | O | Realty Income CORP | -0.4% | -0.03% | 減碼 |
| 39 | LOW | Lowe's Cos Inc | -0.4% | -0.02% | 減碼 |
| 40 | NEE | Nextera Energy Inc | -0.6% | +0.21% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Baugh & Associates, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 39 個公開持股部位。
在 Q4 2024 季度，Baugh & Associates, LLC 按市值排列的前三大核心持股分別為：MSFT (9.4%)、AAPL (8.8%)、COST (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.4% 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。
本季最大獲利了結 / 清倉標的
CAT
前期市值: US$23.5萬
在 Q4 2024 季度中，Baugh & Associates, LLC 共進行了 37 項持倉異動，包含新建倉 0 個部位、加碼 11 個部位、減碼 25 個部位以及清倉 1 個部位。 本季清倉部位包含 CAT。
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。