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
176 檔
10.0%
Fortem Financial Group, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$4.9亿，分散于 176 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Fortem Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 116 个既有持股进行加仓（合计增持 122 档），相较减仓与清仓仓位显著占优。
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, NVDA, TSLA 等）合计占整体申报市值的 10.0%，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 | 4.38% | +0.03% | +0.88% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.21% | +0.56% | -0.17% | |
| 3 | TSLA | Tesla Inc | 股票-周期性消费 | 3.72% | -0.35% | +3.11% | |
| 4 | URA | Global X Uranium ETF | ETF-其他 | 3.67% | -0.20% | +0.72% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.90% | -0.13% | -0.71% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.83% | — | +0.35% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.70% | +0.22% | +9.85% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.22% | +0.02% | +0.98% | |
| 9 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.21% | +1.25% | +0.95% | |
| 10 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 2.02% | -0.05% | -0.08% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.56% | +1.34% | |
| 12 | XLB | Ss Materials Select Sector | ETF-其他 | 1.90% | -0.01% | +0.61% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.79% | +0.11% | +7.81% | |
| 14 | DELL | Dell Technologies -c | 股票-科技 | 1.58% | +1.02% | +1.51% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.57% | +0.31% | +3.07% | |
| 16 | ET | Energy Transfer LP | 股票-能源 | 1.56% | +0.03% | +2.78% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.46% | — | +1.24% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.43% | -1.41% | +2.08% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | +0.02% | +11.91% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.24% | -0.03% | +0.17% | |
| 21 | EME | Emcor Group Inc | 股票-工业 | 1.23% | -0.10% | +0.46% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.20% | -0.01% | +0.53% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.19% | +0.02% | +1.89% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.02% | +2.81% | |
| 25 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.10% | — | +28.03% | |
| 26 | OMC | Omnicom Group | 股票-通信服务 | 1.06% | — | +1.95% | |
| 27 | SAMT | Strategas Macro Them Opps | ETF-其他 | 1.05% | -0.06% | -4.67% | |
| 28 | NLY | Annaly Capital Management In | 股票-房地产 | 0.91% | -0.12% | +2.64% | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 0.89% | +0.05% | +1.06% | |
| 30 | OC | Owens Corning | 股票-工业 | 0.78% | — | +2.17% | |
| 31 | SPG | Simon Property Group Inc | 股票-房地产 | 0.77% | -0.03% | +0.35% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.01% | +0.23% | |
| 33 | BX | Blackstone Inc | 股票-金融 | 0.74% | -0.02% | +2.45% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.73% | -0.03% | +2.15% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.72% | +0.10% | +2.02% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | +0.02% | +4.77% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | -0.81% | +3.61% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | +0.03% | +2.92% | |
| 39 | BLD | Topbuild CORP | 股票-工业 | 0.63% | — | +0.06% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.61% | +0.02% | +0.71% | |
| 41 | MTG | Mgic Investment CORP | 股票-金融 | 0.61% | — | +3.20% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | -0.02% | -1.57% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | +0.02% | +1.48% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.59% | -0.02% | +3.13% | |
| 45 | ITT | Itt Inc | 股票-工业 | 0.58% | — | +2.15% | |
| 46 | GM | General Motors Co | 股票-周期性消费 | 0.56% | — | +2.36% | |
| 47 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.56% | -0.02% | EXIT | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | -0.01% | +1.58% | |
| 49 | IT | Gartner Inc | 股票-科技 | 0.53% | — | +2.63% | |
| 50 | PAVE | Global X US Infrastructure | ETF-其他 | 0.53% | -0.10% | +2.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.3% | +3.11% | 加仓 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.1% | +0.95% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.6% | -0.71% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +7.81% | 加仓 |
| 5 | AAPL | Apple Inc | +0.3% | +9.85% | 加仓 |
| 6 | PYPL | Paypal Holdings Inc | +0.3% | +28.03% | 加仓 |
| 7 | ET | Energy Transfer LP | +0.3% | +2.78% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.91% | 加仓 |
| 9 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | -0.17% | 减仓 |
| 11 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | +2.02% | 加仓 |
| 12 | COP | Conocophillips | +0.1% | NEW | 新建仓 |
| 13 | KULR | Kulr Technology Group Inc | +0.1% | NEW | 新建仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +2.81% | 加仓 |
| 15 | EMR | Emerson Electric Co | +0.1% | +1.89% | 加仓 |
| 16 | XLF | Ss Financial Select Sector | +0.1% | +83.96% | 加仓 |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | 新建仓 |
| 18 | LNG | Cheniere Energy Inc | +0.1% | NEW | 新建仓 |
| 19 | NOC | Northrop Grumman CORP | +0.1% | NEW | 新建仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +0.17% | 加仓 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.77% | 加仓 |
| 22 | MPLX | Mplx LP | +0.1% | +14.23% | 加仓 |
| 23 | GM | General Motors Co | +0.1% | +2.36% | 加仓 |
| 24 | BX | Blackstone Inc | +0.1% | +2.45% | 加仓 |
| 25 | FISV | Fiserv Inc | +0.1% | +6.24% | 加仓 |
| 26 | TPR | Tapestry Inc | +0.1% | -1.59% | 减仓 |
| 27 | WMT | Walmart Inc | +0.1% | +3.13% | 加仓 |
| 28 | AI | C3.ai Inc-a | +0.1% | -9.59% | 减仓 |
| 29 | HBAN | Huntington Bancshares Inc | 0% | +3.25% | 加仓 |
| 30 | FPI | Farmland Partners Inc | 0% | — | 不变 |
| 31 | NFLX | Netflix Inc | 0% | +17.63% | 加仓 |
| 32 | SYF | Synchrony Financial | 0% | +0.01% | 加仓 |
| 33 | PCAR | Paccar Inc | 0% | +9.25% | 加仓 |
| 34 | EXPE | Expedia Group Inc | 0% | +4.26% | 加仓 |
| 35 | BTCGBP | Grayscale Bitcoin Mini Trust | 0% | -77.82% | 减仓 |
| 36 | ADSK | Autodesk Inc | 0% | +1.06% | 加仓 |
| 37 | EPD | Enterprise Products Partners | 0% | +7.87% | 加仓 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.07% | 加仓 |
| 39 | BAC | Bank Of America CORP | 0% | +5.41% | 加仓 |
| 40 | BLKCHF | Blackrock Inc | 0% | +6.54% | 加仓 |
| 41 | GILD | Gilead Sciences Inc | 0% | +6.50% | 加仓 |
| 42 | OBDC | Blue Owl Capital CORP | 0% | +5.40% | 加仓 |
| 43 | CASY | Casey's General Stores Inc | 0% | +3.93% | 加仓 |
| 44 | IDA | Idacorp Inc | 0% | +6.06% | 加仓 |
| 45 | MS | Morgan Stanley | 0% | — | 不变 |
| 46 | WFC | Wells Fargo & Co | 0% | -2.20% | 减仓 |
| 47 | GEV | GE Vernova Inc | 0% | — | 不变 |
| 48 | V | Visa Inc-class A Shares | 0% | — | 不变 |
| 49 | GOOG | Alphabet Inc-cl C | 0% | +6.80% | 加仓 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.98% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fortem Financial Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.9亿，共申报了 176 个公开持股仓位。
在 Q4 2024 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分别为：AMLP (4.4%)、NVDA (4.2%)、TSLA (3.7%)。其中最大持股仓位 AMLP 占据整体投资组合约 4.4% 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
PG
市值: US$56.9万
本季最大获利了结 / 清仓标的
UITB
前期市值: US$21.7万
在 Q4 2024 季度中，Fortem Financial Group, LLC 共进行了 159 项持仓异动，包含新建仓 6 个仓位、加仓 116 个仓位、减仓 33 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 PG。 本季清仓仓位包含 UITB。
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。