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
188 檔
17.9%
Fortem Financial Group, LLC 在 Q2 2026 季度的美股仓位总计估值为 US$4.9亿，分散于 188 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Fortem Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 84 个既有持股进行加仓（合计增持 106 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 KLAC, DELL, NVDA 等）合计占整体申报市值的 17.9%，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 | KLAC | Kla CORP | 股票-科技 | 4.13% | -1.41% | +922.71% | |
| 2 | DELL | Dell Technologies -c | 股票-科技 | 4.11% | +1.02% | +3.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.68% | +0.56% | +2.32% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.06% | +0.08% | +3.52% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.85% | -0.81% | +5.24% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 2.75% | -0.63% | +4.02% | |
| 7 | URA | Global X Uranium ETF | ETF-其他 | 2.69% | -0.20% | +0.31% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.56% | +0.03% | -1.29% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.52% | -0.13% | +3.66% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.32% | +0.02% | +6.11% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 2.26% | -0.35% | +1.27% | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.22% | +1.25% | -3.07% | |
| 13 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 2.06% | +0.10% | +1.90% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.96% | +0.02% | +4.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.02% | +3.06% | |
| 16 | CSPF | C&s Pref & Income Active ETF | ETF-其他 | 1.83% | -0.04% | +3.12% | |
| 17 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.81% | -0.05% | +0.16% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.74% | +0.11% | +2.56% | |
| 19 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.63% | — | +17.06% | |
| 20 | EME | Emcor Group Inc | 股票-工业 | 1.63% | -0.10% | +4.22% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 1.60% | +0.22% | -0.18% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.50% | — | +9.41% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 1.44% | -0.01% | +239.99% | |
| 24 | TER | Teradyne Inc | 股票-科技 | 1.40% | -0.18% | +7.76% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | +0.56% | +5.90% | |
| 26 | CMI | Cummins Inc | 股票-工业 | 1.10% | -0.28% | -1.20% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 1.09% | +0.06% | +6.65% | |
| 28 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.06% | -0.01% | +11.42% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | +0.31% | +4.98% | |
| 30 | PAVE | Global X US Infrastructure | ETF-其他 | 1.00% | -0.10% | +0.23% | |
| 31 | TPR | Tapestry Inc | 股票-周期性消费 | 0.93% | -0.17% | +7.50% | |
| 32 | NEM | Newmont CORP | 股票-原材料 | 0.93% | +0.25% | +5.84% | |
| 33 | GEV | GE Vernova Inc | 股票-工业 | 0.92% | -0.16% | +161.05% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.91% | -0.04% | -1.09% | |
| 35 | NLY | Annaly Capital Management In | 股票-房地产 | 0.90% | -0.12% | +1.45% | |
| 36 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.84% | -0.11% | +7.03% | |
| 37 | SAMT | Strategas Macro Them Opps | ETF-其他 | 0.82% | -0.06% | +1.53% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.81% | -0.01% | +3.97% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | +0.01% | +275.63% | |
| 40 | GVLE | Gs Value Opportunities ETF | ETF-其他 | 0.69% | +0.01% | +0.76% | |
| 41 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.68% | -0.24% | +6.27% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.67% | +0.17% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.65% | +0.03% | -7.21% | |
| 44 | PNW | Pinnacle West Capital | 股票-公用事业 | 0.62% | -0.07% | +6.35% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.62% | +0.26% | +16.18% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.60% | -0.01% | +4.96% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地产 | 0.60% | -0.03% | +0.75% | |
| 48 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.59% | +0.04% | +10.63% | |
| 49 | ET | Energy Transfer LP | 股票-能源 | 0.56% | +0.03% | -7.12% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.02% | -8.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +2.2% | +3.11% | 加仓 |
| 2 | KLAC | Kla CORP | +1.7% | +922.71% | 加仓 |
| 3 | MU | Micron Technology Inc | +1.3% | +239.99% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +1.3% | +5.24% | 加仓 |
| 5 | LRCX | Lam Research CORP | +1.1% | +4.02% | 加仓 |
| 6 | ANET | Arista Networks Inc | +0.7% | NEW | 新建仓 |
| 7 | GEV | GE Vernova Inc | +0.6% | +161.05% | 加仓 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.6% | +275.63% | 加仓 |
| 9 | RDDT | Reddit Inc-cl A | +0.5% | NEW | 新建仓 |
| 10 | TER | Teradyne Inc | +0.4% | +7.76% | 加仓 |
| 11 | ROKU | Roku Inc | +0.4% | NEW | 新建仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.88% | 加仓 |
| 13 | APH | Amphenol Corp-cl A | +0.3% | +9.41% | 加仓 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +16.18% | 加仓 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +6.11% | 加仓 |
| 16 | AMD | Advanced Micro Devices | +0.2% | -6.61% | 减仓 |
| 17 | RIG | Transocean Ltd. | +0.2% | NEW | 新建仓 |
| 18 | INTC | Intel CORP | +0.2% | -1.98% | 减仓 |
| 19 | ✓ | +0.2% | NEW | 新建仓 | |
| 20 | BE | Bloom Energy Corp- A | +0.1% | +0.61% | 加仓 |
| 21 | ARM | Arm Holdings Plc-adr | +0.1% | -26.78% | 减仓 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +0.68% | 加仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | -0.34% | 减仓 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | -2.99% | 减仓 |
| 25 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | 新建仓 |
| 26 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建仓 |
| 27 | DE | Deere & Co | +0.1% | NEW | 新建仓 |
| 28 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | NEW | 新建仓 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.06% | 加仓 |
| 30 | ADI | Analog Devices Inc | +0.1% | +6.65% | 加仓 |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建仓 |
| 32 | IONQ | Ionq Inc | +0.1% | NEW | 新建仓 |
| 33 | AVGO | Broadcom Inc | +0.1% | +3.66% | 加仓 |
| 34 | CMI | Cummins Inc | +0.1% | -1.20% | 减仓 |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | 新建仓 |
| 36 | ✓ | +0.1% | NEW | 新建仓 | |
| 37 | ✓ | +0.1% | NEW | 新建仓 | |
| 38 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | NEW | 新建仓 |
| 39 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 40 | WELL | Welltower Inc | +0.1% | NEW | 新建仓 |
| 41 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | 新建仓 |
| 42 | APLD | Applied Digital CORP | +0.1% | NEW | 新建仓 |
| 43 | MCD | Mcdonald's CORP | 0% | +65.48% | 加仓 |
| 44 | GLW | Corning Inc | 0% | -2.34% | 减仓 |
| 45 | ZION | Zions Bancorp NA | 0% | NEW | 新建仓 |
| 46 | IWF | Ishares Russell 1000 Growth | 0% | NEW | 新建仓 |
| 47 | LLY | Eli Lilly & Co | 0% | +1.41% | 加仓 |
| 48 | LMT | Lockheed Martin CORP | 0% | +126.61% | 加仓 |
| 49 | CAH | Cardinal Health Inc | 0% | +11.42% | 加仓 |
| 50 | HWM | Howmet Aerospace Inc | 0% | +7.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fortem Financial Group, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.9亿，共申报了 188 个公开持股仓位。
在 Q2 2026 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分别为：KLAC (4.1%)、DELL (4.1%)、NVDA (3.7%)。其中最大持股仓位 KLAC 占据整体投资组合约 4.1% 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
ANET
市值: US$326.9万
本季最大获利了结 / 清仓标的
LNG
前期市值: US$289.3万
在 Q2 2026 季度中，Fortem Financial Group, LLC 共进行了 184 项持仓异动，包含新建仓 22 个仓位、加仓 84 个仓位、减仓 71 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 LNG。
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。