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
173 檔
15.0%
根据最新整理的 13F 季度数据集，Fortem Financial Group, LLC 于 Q4 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 173 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Fortem Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 23 个新仓位，并对 79 个既有持股进行加仓（合计增持 102 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 PLTR, URA, NVDA 等）合计占整体申报市值的 15.0%，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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.69% | +1.25% | +2.78% | |
| 2 | URA | Global X Uranium ETF | ETF-其他 | 4.45% | -0.20% | +1.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.18% | +0.56% | +3.85% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.17% | +0.08% | +2.17% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 3.08% | -0.35% | +2.42% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.04% | +0.03% | -0.47% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.98% | -0.13% | +1.17% | |
| 8 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 2.97% | -0.05% | +0.30% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.40% | -1.41% | +0.04% | |
| 10 | CSPF | C&s Pref & Income Active ETF | ETF-其他 | 2.08% | -0.04% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | +0.02% | +7.00% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.96% | +0.02% | +1.86% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.22% | -1.76% | |
| 14 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.92% | — | -4.50% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | +0.56% | +2.07% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.79% | +0.11% | +7.25% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.62% | +0.02% | +4.92% | |
| 18 | PAVE | Global X US Infrastructure | ETF-其他 | 1.52% | -0.10% | -0.39% | |
| 19 | EME | Emcor Group Inc | 股票-工业 | 1.49% | -0.10% | +5.27% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.45% | -0.63% | +6.91% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.45% | +0.31% | +7.70% | |
| 22 | DELL | Dell Technologies -c | 股票-科技 | 1.38% | +1.02% | +3.05% | |
| 23 | NEM | Newmont CORP | 股票-原材料 | 1.27% | +0.25% | +5.54% | |
| 24 | APH | Amphenol Corp-cl A | 股票-科技 | 1.27% | — | +11.11% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.22% | -0.81% | +3.80% | |
| 26 | XLB | Ss Materials Select Sector | ETF-其他 | 1.16% | -0.01% | +97.56% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.98% | -0.01% | — | |
| 28 | NLY | Annaly Capital Management In | 股票-房地产 | 0.97% | -0.12% | +0.48% | |
| 29 | CMI | Cummins Inc | 股票-工业 | 0.96% | -0.28% | +6.09% | |
| 30 | TPR | Tapestry Inc | 股票-周期性消费 | 0.92% | -0.17% | +4.72% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.02% | +0.75% | |
| 32 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 0.91% | — | — | |
| 33 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.88% | -0.01% | +15.26% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | +0.03% | +1.61% | |
| 35 | SAMT | Strategas Macro Them Opps | ETF-其他 | 0.87% | -0.06% | -1.39% | |
| 36 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.84% | -0.24% | +3.75% | |
| 37 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.76% | +0.04% | +12.65% | |
| 38 | ET | Energy Transfer LP | 股票-能源 | 0.73% | +0.03% | -6.55% | |
| 39 | ADSK | Autodesk Inc | 股票-科技 | 0.72% | +0.05% | +6.39% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 0.72% | -0.18% | — | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.70% | +0.06% | +65.67% | |
| 42 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.69% | +0.14% | +21.72% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.67% | -0.02% | +7.82% | |
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.67% | -0.01% | +1014.43% | |
| 45 | GVLE | Gs Value Opportunities ETF | ETF-其他 | 0.67% | +0.01% | — | |
| 46 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.66% | -0.11% | +26.95% | |
| 47 | BLD | Topbuild CORP | 股票-工业 | 0.64% | — | +4.68% | |
| 48 | COF | Capital One Financial CORP | 股票-金融 | 0.63% | — | +19.00% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | -0.01% | -3.67% | |
| 50 | SPG | Simon Property Group Inc | 股票-房地产 | 0.60% | -0.03% | +3.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +0.5% | +710.05% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +7.00% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.3% | +6.91% | 加仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +420.27% | 加仓 |
| 5 | ADI | Analog Devices Inc | +0.3% | +65.67% | 加仓 |
| 6 | CAH | Cardinal Health Inc | +0.3% | +15.26% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.2% | +3.80% | 加仓 |
| 8 | NEM | Newmont CORP | +0.2% | +5.54% | 加仓 |
| 9 | CMI | Cummins Inc | +0.2% | +6.09% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +11.11% | 加仓 |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | +21.72% | 加仓 |
| 12 | NDAQ | Nasdaq Inc | +0.1% | +193.11% | 加仓 |
| 13 | COF | Capital One Financial CORP | +0.1% | +19.00% | 加仓 |
| 14 | HWM | Howmet Aerospace Inc | +0.1% | +26.95% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | +34.16% | 加仓 |
| 16 | XME | Ss Spdr S&p Metals Mining | +0.1% | +0.30% | 加仓 |
| 17 | KLAC | Kla CORP | +0.1% | +0.04% | 加仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.92% | 加仓 |
| 19 | HCA | Hca Healthcare Inc | +0.1% | +12.65% | 加仓 |
| 20 | LLY | Eli Lilly & Co | +0.1% | -2.67% | 减仓 |
| 21 | AMZN | Amazon.com Inc | +0.1% | +7.25% | 加仓 |
| 22 | TPR | Tapestry Inc | +0.1% | +4.72% | 加仓 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +47.46% | 加仓 |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +236.49% | 加仓 |
| 25 | ASTS | Ast Spacemobile Inc | +0.1% | +13.02% | 加仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | +25.73% | 加仓 |
| 27 | ALB | Albemarle CORP | +0.1% | -10.33% | 减仓 |
| 28 | EXPE | Expedia Group Inc | 0% | — | 不变 |
| 29 | SPGI | S&p Global Inc | 0% | +12.55% | 加仓 |
| 30 | NLY | Annaly Capital Management In | 0% | +0.48% | 加仓 |
| 31 | BLD | Topbuild CORP | 0% | +4.68% | 加仓 |
| 32 | XSSPX | Nuveen S&p 500 Dynam Overwr | 0% | +13.55% | 加仓 |
| 33 | GOOG | Alphabet Inc-cl C | 0% | +1.58% | 加仓 |
| 34 | MA | Mastercard Inc - A | 0% | +22.48% | 加仓 |
| 35 | GM | General Motors Co | 0% | -2.02% | 减仓 |
| 36 | DUK | Duke Energy CORP | 0% | +31.99% | 加仓 |
| 37 | CEG | Constellation Energy | 0% | +20.24% | 加仓 |
| 38 | CSCO | Cisco Systems Inc | 0% | -3.91% | 减仓 |
| 39 | GE | General Electric | 0% | +7.13% | 加仓 |
| 40 | XLF | Ss Financial Select Sector | 0% | +17.71% | 加仓 |
| 41 | MS | Morgan Stanley | 0% | -1.52% | 减仓 |
| 42 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 43 | FR | First Industrial Realty Tr | 0% | +2.36% | 加仓 |
| 44 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.50% | 加仓 |
| 45 | WMT | Walmart Inc | — | +0.16% | 加仓 |
| 46 | PANW | Palo Alto Networks Inc | — | +18.65% | 加仓 |
| 47 | INTC | Intel CORP | — | +0.51% | 加仓 |
| 48 | GILD | Gilead Sciences Inc | — | -5.03% | 减仓 |
| 49 | RTX | Rtx CORP | — | -0.50% | 减仓 |
| 50 | XLV | Ss Health Care Select Sector | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Fortem Financial Group, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.9亿，共申报了 173 个公开持股仓位。
在 Q4 2025 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分别为：PLTR (4.7%)、URA (4.5%)、NVDA (4.2%)。其中最大持股仓位 PLTR 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
CSPF
市值: US$778.4万
本季最大获利了结 / 清仓标的
COWZ
前期市值: US$324.8万
在 Q4 2025 季度中，Fortem Financial Group, LLC 共进行了 180 项持仓异动，包含新建仓 23 个仓位、加仓 79 个仓位、减仓 61 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 CSPF。 本季清仓仓位包含 COWZ。
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。
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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。