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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001766509
申报总市值
US$4.9亿
US$4.9亿
171 檔
12.9%
根据最新整理的 13F 季度数据集，Fortem Financial Group, LLC 于 Q2 2025 结束时的管理资产规模为 US$4.9亿。该机构在本季度申报了 171 档美股持仓，呈现出该时期的主要投资地图。
Fortem Financial Group, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 77 档持股的同时，亦同步清仓 27 档并减仓 74 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 URA, NVDA, PLTR 等）合计占整体申报市值的 12.9%，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 | URA | Global X Uranium ETF | ETF-其他 | 4.70% | -0.20% | +5.45% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.25% | +0.56% | +0.86% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.06% | +1.25% | +8.12% | |
| 4 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.77% | +0.03% | -0.79% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.47% | +0.08% | +122.16% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.07% | -0.13% | -0.52% | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 2.53% | -0.35% | +1.72% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | +0.56% | +5.94% | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.30% | — | +153.03% | |
| 10 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 2.28% | -0.05% | +6.37% | |
| 11 | KLAC | Kla CORP | 股票-科技 | 2.19% | -1.41% | +18.58% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.11% | +0.02% | +3.07% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.88% | +0.11% | +9.38% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.82% | +0.22% | +0.87% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.81% | +0.31% | +10.68% | |
| 16 | PAVE | Global X US Infrastructure | ETF-其他 | 1.64% | -0.10% | +62.08% | |
| 17 | DELL | Dell Technologies -c | 股票-科技 | 1.62% | +1.02% | +12.14% | |
| 18 | EME | Emcor Group Inc | 股票-工业 | 1.43% | -0.10% | +12.46% | |
| 19 | XLB | Ss Materials Select Sector | ETF-其他 | 1.37% | -0.01% | -9.66% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | +0.02% | +12.61% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.30% | +0.02% | +49.59% | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 1.14% | +0.02% | +5.81% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.07% | -0.01% | +0.46% | |
| 24 | ET | Energy Transfer LP | 股票-能源 | 1.06% | +0.03% | -7.25% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.02% | -6.78% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.01% | — | -3.13% | |
| 27 | NLY | Annaly Capital Management In | 股票-房地产 | 0.98% | -0.12% | +12.98% | |
| 28 | SAMT | Strategas Macro Them Opps | ETF-其他 | 0.97% | -0.06% | -4.55% | |
| 29 | NFLX | Netflix Inc | 股票-通信服务 | 0.95% | -0.01% | +113.03% | |
| 30 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.95% | -0.24% | +20.88% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | +0.03% | +65.44% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.95% | +0.02% | +11.68% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | -0.81% | +29.07% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.88% | — | +227.53% | |
| 35 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.87% | -0.02% | EXIT | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.81% | -0.63% | +169.38% | |
| 37 | ADSK | Autodesk Inc | 股票-科技 | 0.80% | +0.05% | +5.55% | |
| 38 | NEM | Newmont CORP | 股票-原材料 | 0.79% | +0.25% | +28.08% | |
| 39 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.76% | — | +2.42% | |
| 40 | COR | Cencora Inc | 股票-医疗保健 | 0.71% | — | +23.07% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.68% | -0.02% | +18.36% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.67% | +0.10% | -2.38% | |
| 43 | TPR | Tapestry Inc | 股票-周期性消费 | 0.67% | -0.17% | +43.23% | |
| 44 | AZO | Autozone Inc | 股票-周期性消费 | 0.67% | -0.07% | +20.35% | |
| 45 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.65% | -0.01% | +192.92% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | -0.01% | +70.95% | |
| 47 | CMI | Cummins Inc | 股票-工业 | 0.64% | -0.28% | +38.10% | |
| 48 | NFG | National Fuel Gas Co | 股票-能源 | 0.62% | +0.01% | +27.46% | |
| 49 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.62% | +0.04% | +12.10% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | -0.03% | -39.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | +1.6% | +122.16% | 加仓 |
| 2 | URA | Global X Uranium ETF | +1.5% | +5.45% | 加仓 |
| 3 | PLTR | Palantir Technologies Inc-a | +1.3% | +8.12% | 加仓 |
| 4 | VNLA | Janus Henderson Short Durati | +1.2% | +153.03% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.8% | -0.52% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.8% | +0.86% | 加仓 |
| 7 | APH | Amphenol Corp-cl A | +0.7% | +227.53% | 加仓 |
| 8 | PAVE | Global X US Infrastructure | +0.6% | +62.08% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.6% | +113.03% | 加仓 |
| 10 | LRCX | Lam Research CORP | +0.5% | +169.38% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +49.59% | 加仓 |
| 12 | KLAC | Kla CORP | +0.5% | +18.58% | 加仓 |
| 13 | COF | Capital One Financial CORP | +0.5% | NEW | 新建仓 |
| 14 | CAH | Cardinal Health Inc | +0.4% | +192.92% | 加仓 |
| 15 | NRG | Nrg Energy Inc | +0.4% | +20.88% | 加仓 |
| 16 | EME | Emcor Group Inc | +0.4% | +12.46% | 加仓 |
| 17 | MSFT | Microsoft CORP | +0.3% | +5.94% | 加仓 |
| 18 | DELL | Dell Technologies -c | +0.3% | +12.14% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +65.44% | 加仓 |
| 20 | ULTA | Ulta Beauty Inc | +0.3% | +195.63% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.3% | NEW | 新建仓 |
| 22 | META | Meta Platforms Inc-class A | +0.3% | +10.68% | 加仓 |
| 23 | BAC | Bank Of America CORP | +0.3% | +70.95% | 加仓 |
| 24 | AMAT | Applied Materials Inc | +0.2% | +29.07% | 加仓 |
| 25 | TPR | Tapestry Inc | +0.2% | +43.23% | 加仓 |
| 26 | LNG | Cheniere Energy Inc | +0.2% | +99.46% | 加仓 |
| 27 | NOC | Northrop Grumman CORP | +0.2% | +128.62% | 加仓 |
| 28 | NEM | Newmont CORP | +0.2% | +28.08% | 加仓 |
| 29 | SPGI | S&p Global Inc | +0.2% | +167.94% | 加仓 |
| 30 | ARM | Arm Holdings Plc-adr | +0.2% | +20.78% | 加仓 |
| 31 | XME | Ss Spdr S&p Metals Mining | +0.1% | +6.37% | 加仓 |
| 32 | FTNT | Fortinet Inc | +0.1% | NEW | 新建仓 |
| 33 | DVN | Devon Energy CORP | +0.1% | +87.02% | 加仓 |
| 34 | OBDC | Blue Owl Capital CORP | +0.1% | +39.43% | 加仓 |
| 35 | CMI | Cummins Inc | +0.1% | +38.10% | 加仓 |
| 36 | PNW | Pinnacle West Capital | +0.1% | +63.96% | 加仓 |
| 37 | URI | United Rentals Inc | +0.1% | NEW | 新建仓 |
| 38 | DUK | Duke Energy CORP | +0.1% | NEW | 新建仓 |
| 39 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | 新建仓 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.98% | 加仓 |
| 41 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 42 | TSLA | Tesla Inc | +0.1% | +1.72% | 加仓 |
| 43 | AMZN | Amazon.com Inc | +0.1% | +9.38% | 加仓 |
| 44 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.61% | 加仓 |
| 45 | QCOM | Qualcomm Inc | +0.1% | +55.85% | 加仓 |
| 46 | XPO | Xpo Inc | +0.1% | NEW | 新建仓 |
| 47 | EMR | Emerson Electric Co | +0.1% | +5.81% | 加仓 |
| 48 | COR | Cencora Inc | +0.1% | +23.07% | 加仓 |
| 49 | NFG | National Fuel Gas Co | +0.1% | +27.46% | 加仓 |
| 50 | RGTI | Rigetti Computing Inc | +0.1% | +36.30% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fortem Financial Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.9亿，共申报了 171 个公开持股仓位。
在 Q2 2025 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分别为：URA (4.7%)、NVDA (4.3%)、PLTR (4.1%)。其中最大持股仓位 URA 占据整体投资组合约 4.7% 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
COF
市值: US$148.7万
本季最大获利了结 / 清仓标的
FPI
前期市值: US$111.5万
在 Q2 2025 季度中，Fortem Financial Group, LLC 共进行了 191 项持仓异动，包含新建仓 13 个仓位、加仓 77 个仓位、减仓 74 个仓位以及清仓 27 个仓位。 其中最大新建仓标的为 COF。 本季清仓仓位包含 FPI。
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。