13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001766509
申报总市值
US$4.9亿
US$4.9亿
174 檔
9.1%
截至 Q3 2024 季度末，Fortem Financial Group, LLC 的美股持仓估值约为 US$4.9亿，全数申报仓位共有 174 档。
Fortem Financial Group, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 13 档持股的同时，亦同步清仓 9 档并减仓 14 档标的。
在资产配置集中度方面，Fortem Financial Group, LLC 的前 5 大核心持股（包含 AMLP, URA, NVDA 等）合计占整体申报市值的 9.1%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMLP | Alerian Mlp ETF | ETF-其他 | 4.46% | +0.03% | +0.92% | |
| 2 | URA | Global X Uranium ETF | ETF-其他 | 4.09% | -0.20% | +46.15% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | +0.56% | +3.58% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.00% | — | -15.31% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 2.45% | -0.35% | +8.29% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.40% | +0.22% | +3.68% | |
| 7 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 2.38% | -0.05% | +0.54% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.28% | -0.13% | +902.40% | |
| 9 | XLB | Ss Materials Select Sector | ETF-其他 | 2.27% | -0.01% | -2.62% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.21% | +0.02% | -3.68% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | +0.56% | +0.41% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.80% | -1.41% | -9.16% | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 1.68% | +1.02% | +3.44% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.56% | +0.31% | -4.73% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.55% | — | -18.45% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.48% | +0.11% | +29.15% | |
| 17 | OMC | Omnicom Group | 股票-通信服务 | 1.32% | — | +12.76% | |
| 18 | ET | Energy Transfer LP | 股票-能源 | 1.31% | +0.03% | +6.07% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.22% | -0.01% | — | |
| 20 | EME | Emcor Group Inc | 股票-工业 | 1.22% | -0.10% | +7.08% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.16% | -0.03% | +35.66% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.02% | +93.26% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.13% | +1.25% | -2.76% | |
| 24 | SAMT | Strategas Macro Them Opps | ETF-其他 | 1.10% | -0.06% | -0.54% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.08% | +0.02% | +13.26% | |
| 26 | NLY | Annaly Capital Management In | 股票-房地产 | 1.02% | -0.12% | +1.99% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.02% | -19.05% | |
| 28 | BLD | Topbuild CORP | 股票-工业 | 0.87% | — | +450.84% | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 0.86% | +0.05% | +45.97% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.84% | -0.81% | +17.13% | |
| 31 | OC | Owens Corning | 股票-工业 | 0.83% | — | +8.56% | |
| 32 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.83% | — | +28.73% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.80% | -0.03% | — | |
| 34 | SPG | Simon Property Group Inc | 股票-房地产 | 0.79% | -0.03% | -46.12% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | +0.01% | +1.71% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | -0.02% | +23.66% | |
| 37 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.69% | +0.04% | -22.58% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | +0.02% | +19.06% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.67% | -0.02% | +2.68% | |
| 40 | MTG | Mgic Investment CORP | 股票-金融 | 0.67% | — | -14.97% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.64% | +0.02% | -21.79% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | +0.03% | +1.97% | |
| 43 | ITT | Itt Inc | 股票-工业 | 0.62% | — | +0.43% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | +0.02% | +512.57% | |
| 45 | ADI | Analog Devices Inc | 股票-科技 | 0.59% | +0.06% | +39.27% | |
| 46 | VLO | Valero Energy CORP | 股票-能源 | 0.58% | +0.10% | +85.70% | |
| 47 | IT | Gartner Inc | 股票-科技 | 0.57% | — | +0.54% | |
| 48 | NEM | Newmont CORP | 股票-原材料 | 0.57% | +0.25% | — | |
| 49 | PAVE | Global X US Infrastructure | ETF-其他 | 0.55% | -0.10% | — | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.55% | -0.01% | -5.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | URA | Global X Uranium ETF | +1.1% | +46.15% | 加仓 |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.8% | NEW | 新建仓 |
| 3 | BLD | Topbuild CORP | +0.7% | +450.84% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.6% | +8.29% | 加仓 |
| 5 | NEM | Newmont CORP | +0.6% | NEW | 新建仓 |
| 6 | PAVE | Global X US Infrastructure | +0.6% | NEW | 新建仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +512.57% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +93.26% | 加仓 |
| 9 | AZO | Autozone Inc | +0.5% | NEW | 新建仓 |
| 10 | DOC | Healthpeak Properties Inc | +0.4% | NEW | 新建仓 |
| 11 | FISV | Fiserv Inc | +0.4% | NEW | 新建仓 |
| 12 | CDW | Cdw Corp/de | +0.4% | NEW | 新建仓 |
| 13 | XOM | Exxon Mobil CORP | +0.4% | NEW | 新建仓 |
| 14 | NFG | National Fuel Gas Co | +0.4% | NEW | 新建仓 |
| 15 | CSCO | Cisco Systems Inc | +0.4% | +35.66% | 加仓 |
| 16 | LHX | L3harris Technologies Inc | +0.3% | NEW | 新建仓 |
| 17 | IBM | Intl Business Machines CORP | +0.3% | NEW | 新建仓 |
| 18 | PYPL | Paypal Holdings Inc | +0.3% | +28.73% | 加仓 |
| 19 | PCAR | Paccar Inc | +0.3% | NEW | 新建仓 |
| 20 | CMI | Cummins Inc | +0.3% | +249.28% | 加仓 |
| 21 | GDRX | Goodrx Holdings Inc-class A | +0.3% | NEW | 新建仓 |
| 22 | ADSK | Autodesk Inc | +0.3% | +45.97% | 加仓 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.3% | -2.76% | 减仓 |
| 24 | OMC | Omnicom Group | +0.3% | +12.76% | 加仓 |
| 25 | BLKCHF | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 26 | AMZN | Amazon.com Inc | +0.2% | +29.15% | 加仓 |
| 27 | EME | Emcor Group Inc | +0.2% | +7.08% | 加仓 |
| 28 | AAPL | Apple Inc | +0.2% | +3.68% | 加仓 |
| 29 | CVS | Cvs Health CORP | -0.3% | EXIT | 清仓 |
| 30 | UFPI | Ufp Industries Inc | -0.3% | EXIT | 清仓 |
| 31 | APD | Air Products & Chemicals Inc | -0.3% | EXIT | 清仓 |
| 32 | TGT | Target CORP | -0.3% | -67.03% | 减仓 |
| 33 | OBDC | Blue Owl Capital CORP | -0.3% | -28.61% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | -0.3% | EXIT | 清仓 |
| 35 | CBOE | Cboe Global Markets Inc | -0.3% | -46.47% | 减仓 |
| 36 | HUM | Humana Inc | -0.4% | EXIT | 清仓 |
| 37 | HBAN | Huntington Bancshares Inc | -0.4% | -45.78% | 减仓 |
| 38 | SYF | Synchrony Financial | -0.4% | -70.17% | 减仓 |
| 39 | FTSM | First Trust Enh Short Mat Fd | -0.4% | EXIT | 清仓 |
| 40 | BYD | Boyd Gaming CORP | -0.4% | EXIT | 清仓 |
| 41 | KLAC | Kla CORP | -0.4% | -9.16% | 减仓 |
| 42 | LNG | Cheniere Energy Inc | -0.5% | EXIT | 清仓 |
| 43 | RS | Reliance Inc | -0.5% | -84.76% | 减仓 |
| 44 | LKQ | Lkq CORP | -0.6% | EXIT | 清仓 |
| 45 | SHW | Sherwin-williams Co/the | -0.6% | -82.12% | 减仓 |
| 46 | SPG | Simon Property Group Inc | -0.6% | -46.12% | 减仓 |
| 47 | PSX | Phillips 66 | -0.7% | -81.91% | 减仓 |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -0.7% | -15.31% | 减仓 |
| 49 | RSPR | Invesco S&p 500 Equal Weight | -0.7% | -81.85% | 减仓 |
| 50 | UITB | Victoryshares Core Intermedi | -1.1% | -92.40% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fortem Financial Group, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$4.9亿，共申报了 174 个公开持股仓位。
在 Q3 2024 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分别为：AMLP (4.5%)、URA (4.1%)、NVDA (4.0%)。其中最大持股仓位 AMLP 占据整体投资组合约 4.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
XLU
市值: US$197.6万
本季最大获利了结 / 清仓标的
LKQ
前期市值: US$126.8万
在 Q3 2024 季度中，Fortem Financial Group, LLC 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 13 个仓位、减仓 14 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 XLU。 本季清仓仓位包含 LKQ。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。