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
167 檔
15.2%
在 Q3 2025 申报期间，Fortem Financial Group, LLC（CIK: 0001766509）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.9亿，共持有 167 个公开申报仓位。
在 Q3 2025，Fortem Financial Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 73 个仓位并完全清仓 39 档持股，调降曝光的仓位数量高于加仓动作。
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, PLTR, NVDA 等）合计占整体申报市值的 15.2%，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 | 5.28% | -0.20% | +2.64% | |
| 2 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 5.03% | +1.25% | +4.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.33% | +0.56% | -3.24% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.36% | +0.08% | +8.94% | |
| 5 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.28% | +0.03% | +1.60% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 3.20% | -0.35% | +1.29% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.01% | -0.13% | -7.93% | |
| 8 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 2.86% | -0.05% | +1.82% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.29% | -1.41% | -2.47% | |
| 10 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.17% | — | +5.53% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | +0.56% | -2.94% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | +0.02% | -1.33% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.98% | +0.22% | -1.40% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.71% | +0.11% | +1.93% | |
| 15 | PAVE | Global X US Infrastructure | ETF-其他 | 1.64% | -0.10% | +2.38% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.62% | +1.02% | -3.02% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.61% | +0.02% | +0.03% | |
| 18 | EME | Emcor Group Inc | 股票-工业 | 1.61% | -0.10% | +4.34% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.61% | +0.31% | +0.11% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.52% | +0.02% | +6.29% | |
| 21 | XLB | Ss Materials Select Sector | ETF-其他 | 1.25% | -0.01% | -0.36% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 1.14% | -0.63% | +14.37% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 1.12% | — | +14.04% | |
| 24 | NEM | Newmont CORP | 股票-原材料 | 1.09% | +0.25% | +6.67% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.02% | -0.01% | -0.77% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 1.02% | +0.02% | +1.87% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.01% | -0.81% | +11.29% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.02% | -7.04% | |
| 29 | NLY | Annaly Capital Management In | 股票-房地产 | 0.94% | -0.12% | -0.06% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.93% | — | -0.61% | |
| 31 | SAMT | Strategas Macro Them Opps | ETF-其他 | 0.92% | -0.06% | -1.59% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | +0.03% | -1.01% | |
| 33 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.88% | -0.24% | +3.19% | |
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.88% | +0.03% | -1.64% | |
| 35 | TPR | Tapestry Inc | 股票-周期性消费 | 0.84% | -0.17% | +8.96% | |
| 36 | NFLX | Netflix Inc | 股票-通信服务 | 0.83% | -0.01% | +8.93% | |
| 37 | CMI | Cummins Inc | 股票-工业 | 0.80% | -0.28% | +9.08% | |
| 38 | ADSK | Autodesk Inc | 股票-科技 | 0.79% | +0.05% | +6.96% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | +0.02% | +2.23% | |
| 40 | AZO | Autozone Inc | 股票-周期性消费 | 0.76% | -0.07% | +10.43% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.74% | -0.02% | +7.99% | |
| 42 | COR | Cencora Inc | 股票-医疗保健 | 0.70% | — | +6.52% | |
| 43 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.66% | +0.04% | +7.36% | |
| 44 | NFG | National Fuel Gas Co | 股票-能源 | 0.66% | +0.01% | +8.95% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | -0.01% | +3.01% | |
| 46 | SPG | Simon Property Group Inc | 股票-房地产 | 0.64% | -0.03% | +3.65% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.64% | +0.10% | — | |
| 48 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.63% | -0.01% | +16.11% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | — | +1.21% | |
| 50 | BLD | Topbuild CORP | 股票-工业 | 0.61% | — | +6.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.2% | +4.11% | 加仓 |
| 2 | URA | Global X Uranium ETF | +2.1% | +2.64% | 加仓 |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | +1.5% | +8.94% | 加仓 |
| 4 | VNLA | Janus Henderson Short Durati | +1.1% | +5.53% | 加仓 |
| 5 | APH | Amphenol Corp-cl A | +0.9% | +14.04% | 加仓 |
| 6 | LRCX | Lam Research CORP | +0.9% | +14.37% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.8% | -3.24% | 减仓 |
| 8 | TSLA | Tesla Inc | +0.8% | +1.29% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.8% | -7.93% | 减仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +6.29% | 加仓 |
| 11 | XME | Ss Spdr S&p Metals Mining | +0.7% | +1.82% | 加仓 |
| 12 | KLAC | Kla CORP | +0.6% | -2.47% | 加仓 |
| 13 | PAVE | Global X US Infrastructure | +0.6% | +2.38% | 加仓 |
| 14 | EME | Emcor Group Inc | +0.6% | +4.34% | 加仓 |
| 15 | NEM | Newmont CORP | +0.5% | +6.67% | 加仓 |
| 16 | NFLX | Netflix Inc | +0.5% | +8.93% | 加仓 |
| 17 | CAH | Cardinal Health Inc | +0.4% | +16.11% | 加仓 |
| 18 | ULTA | Ulta Beauty Inc | +0.4% | +23.11% | 加仓 |
| 19 | TPR | Tapestry Inc | +0.4% | +8.96% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.03% | 加仓 |
| 21 | KMI | Kinder Morgan, Inc. | +0.4% | +522.62% | 加仓 |
| 22 | AMAT | Applied Materials Inc | +0.3% | +11.29% | 加仓 |
| 23 | DELL | Dell Technologies -c | +0.3% | -3.02% | 加仓 |
| 24 | RGTI | Rigetti Computing Inc | +0.3% | +6.52% | 加仓 |
| 25 | NRG | Nrg Energy Inc | +0.3% | +3.19% | 加仓 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -1.01% | 加仓 |
| 27 | CMI | Cummins Inc | +0.3% | +9.08% | 加仓 |
| 28 | BAC | Bank Of America CORP | +0.3% | +3.01% | 加仓 |
| 29 | NOC | Northrop Grumman CORP | +0.2% | +1.11% | 加仓 |
| 30 | LNG | Cheniere Energy Inc | +0.2% | +14.14% | 加仓 |
| 31 | SPGI | S&p Global Inc | +0.2% | +19.00% | 加仓 |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +25.62% | 加仓 |
| 33 | NFG | National Fuel Gas Co | +0.1% | +8.95% | 加仓 |
| 34 | MSFT | Microsoft CORP | +0.1% | -2.94% | 加仓 |
| 35 | BX | Blackstone Inc | +0.1% | +7.99% | 加仓 |
| 36 | PNW | Pinnacle West Capital | +0.1% | +12.88% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +0.11% | 加仓 |
| 38 | AZO | Autozone Inc | +0.1% | +10.43% | 加仓 |
| 39 | ARM | Arm Holdings Plc-adr | +0.1% | +3.44% | 加仓 |
| 40 | BKR | Baker Hughes Co | +0.1% | +17.70% | 加仓 |
| 41 | JNJ | Johnson & Johnson | +0.1% | -1.53% | 加仓 |
| 42 | COR | Cencora Inc | +0.1% | +6.52% | 加仓 |
| 43 | HCA | Hca Healthcare Inc | +0.1% | +7.36% | 加仓 |
| 44 | QCOM | Qualcomm Inc | +0.1% | -0.94% | 加仓 |
| 45 | EXPE | Expedia Group Inc | +0.1% | — | 加仓 |
| 46 | GOOG | Alphabet Inc-cl C | +0.1% | +12.08% | 加仓 |
| 47 | GE | General Electric | 0% | +0.68% | 加仓 |
| 48 | UBER | Uber Technologies Inc | 0% | +5.81% | 加仓 |
| 49 | PANW | Palo Alto Networks Inc | 0% | -8.92% | 加仓 |
| 50 | ADSK | Autodesk Inc | 0% | +6.96% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fortem Financial Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$4.9亿，共申报了 167 个公开持股仓位。
在 Q3 2025 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分别为：URA (5.3%)、PLTR (5.0%)、NVDA (4.3%)。其中最大持股仓位 URA 占据整体投资组合约 5.3% 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
HWM
市值: US$186.7万
本季最大获利了结 / 清仓标的
FPI
前期市值: US$111.5万
在 Q3 2025 季度中，Fortem Financial Group, LLC 共进行了 199 项持仓异动，包含新建仓 21 个仓位、加仓 66 个仓位、减仓 73 个仓位以及清仓 39 个仓位。 其中最大新建仓标的为 HWM。 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。