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: 0001959790
申报总市值
US$8.9亿
US$8.9亿
172 檔
13.7%
Q4 2024 季度申报显示，Fortis Capital Advisors, LLC 披露的美股组合总市值为 US$8.9亿，涵盖 172 个不同之权益投资仓位。
Fortis Capital Advisors, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 19 个全新仓位及加仓 62 档持股的同时，亦同步清仓 19 档并减仓 56 档标的。
在资产配置集中度方面，Fortis Capital Advisors, LLC 的前 5 大核心持股（包含 SPY, QQQ, NVDA 等）合计占整体申报市值的 13.7%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.66% | -0.07% | -25.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.01% | +0.67% | -0.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.89% | +0.24% | +1.14% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.87% | +0.11% | -2.69% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.04% | -0.72% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.92% | -1.83% | +27.83% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.78% | +0.06% | +1.46% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.80% | -0.16% | -3.84% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.49% | -0.09% | +53.54% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.41% | +0.03% | +28.72% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.27% | — | +7.26% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.17% | +0.07% | -0.83% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.14% | +0.09% | — | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.01% | -0.41% | -1.87% | |
| 15 | NOC | Northrop Grumman CORP | 股票-工业 | 0.95% | -0.08% | +13.08% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 0.78% | +0.04% | +16.83% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | -0.08% | -0.01% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | +0.18% | +17.44% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.16% | +1.92% | |
| 20 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.69% | -0.17% | EXIT | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.69% | — | -34.81% | |
| 22 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.68% | — | +8.58% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.01% | +60.92% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 0.65% | +0.02% | +31.95% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.64% | — | -4.06% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | +0.11% | +6.39% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.04% | -23.34% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | +0.01% | +0.20% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.18% | -78.62% | |
| 30 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.57% | — | +34.14% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | +0.01% | -1.88% | |
| 32 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.56% | — | +31.52% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.54% | +0.01% | +4.28% | |
| 34 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.53% | -0.01% | +99.94% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.52% | -0.01% | — | |
| 36 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.52% | — | -4.42% | |
| 37 | SNPS | Synopsys Inc | 股票-科技 | 0.51% | — | +0.24% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.51% | -0.02% | +51.93% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.50% | +0.05% | +38.55% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.50% | -0.02% | -5.80% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.49% | +0.02% | -28.22% | |
| 42 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.49% | +0.27% | -42.83% | |
| 43 | NDAQ | Nasdaq Inc | 股票-金融 | 0.49% | — | +26.37% | |
| 44 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.48% | — | +15.85% | |
| 45 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 0.47% | -0.02% | +0.11% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | -0.08% | — | |
| 47 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.43% | — | +46.13% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.43% | -0.01% | -1.99% | |
| 49 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.43% | — | +20.03% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +27.83% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +0.6% | +53.54% | 加仓 |
| 3 | SE | Sea Ltd-adr | +0.4% | NEW | 新建仓 |
| 4 | NBIX | Neurocrine Biosciences Inc | +0.4% | NEW | 新建仓 |
| 5 | WEATUSD | Teucrium Wheat Fund | +0.3% | NEW | 新建仓 |
| 6 | OKTA | Okta Inc | +0.3% | NEW | 新建仓 |
| 7 | PDBC | Invesco Optimum Yield Divers | +0.3% | NEW | 新建仓 |
| 8 | GNRC | Generac Holdings Inc | +0.3% | NEW | 新建仓 |
| 9 | IDXX | Idexx Laboratories Inc | +0.3% | NEW | 新建仓 |
| 10 | TMUS | T-mobile US Inc | +0.3% | +73.12% | 加仓 |
| 11 | VEEV | Veeva Systems Inc-class A | +0.3% | +99.94% | 加仓 |
| 12 | CPNG | Coupang Inc | +0.3% | NEW | 新建仓 |
| 13 | MA | Mastercard Inc - A | +0.2% | +60.92% | 加仓 |
| 14 | TEAM | Atlassian Corp-cl A | +0.2% | NEW | 新建仓 |
| 15 | LPLA | Lpl Financial Holdings Inc | +0.2% | NEW | 新建仓 |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.2% | NEW | 新建仓 |
| 17 | APPF | Appfolio Inc - A | +0.2% | NEW | 新建仓 |
| 18 | JPIE | Jpmorgan Income ETF | +0.2% | NEW | 新建仓 |
| 19 | HEI | Heico CORP | +0.2% | +97.33% | 加仓 |
| 20 | ELV | Elevance Health Inc | +0.2% | +34.14% | 加仓 |
| 21 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | 新建仓 |
| 22 | CG | Carlyle Group Inc/the | +0.2% | NEW | 新建仓 |
| 23 | NEE | Nextera Energy Inc | +0.2% | +51.93% | 加仓 |
| 24 | JD | Jd.com Inc-adr | +0.2% | NEW | 新建仓 |
| 25 | ALB | Albemarle CORP | +0.2% | NEW | 新建仓 |
| 26 | AAAU | Goldman Sachs Physical Gold | +0.2% | NEW | 新建仓 |
| 27 | MRSH | Marsh & Mclennan Cos | +0.2% | +46.13% | 加仓 |
| 28 | HSY | Hershey Co/the | +0.2% | +31.52% | 加仓 |
| 29 | REGN | Regeneron Pharmaceuticals | +0.1% | +8.58% | 加仓 |
| 30 | NVDA | Nvidia CORP | +0.1% | +1.14% | 加仓 |
| 31 | BX | Blackstone Inc | +0.1% | +31.95% | 加仓 |
| 32 | NOC | Northrop Grumman CORP | +0.1% | +13.08% | 加仓 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +17.44% | 加仓 |
| 34 | NDAQ | Nasdaq Inc | +0.1% | +26.37% | 加仓 |
| 35 | LLY | Eli Lilly & Co | +0.1% | +6.39% | 加仓 |
| 36 | TSLA | Tesla Inc | +0.1% | +28.72% | 加仓 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +7.26% | 加仓 |
| 38 | PFIX | Simplify Interest Rate Hedge | +0.1% | NEW | 新建仓 |
| 39 | XYZ | Block Inc | +0.1% | +43.28% | 加仓 |
| 40 | NOW | Servicenow Inc | +0.1% | +16.83% | 加仓 |
| 41 | ORCL | Oracle CORP | +0.1% | +38.55% | 加仓 |
| 42 | FCX | Freeport-mcmoran Inc | +0.1% | +48.70% | 加仓 |
| 43 | TTD | Trade Desk Inc/the -class A | +0.1% | +20.03% | 加仓 |
| 44 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +32.54% | 加仓 |
| 45 | CHDN | Churchill Downs Inc | +0.1% | +28.30% | 加仓 |
| 46 | AWK | American Water Works Co Inc | +0.1% | +32.92% | 加仓 |
| 47 | TLTW | Ishares 20+ Bond Buywrite | +0.1% | +38.63% | 加仓 |
| 48 | RSG | Republic Services Inc | +0.1% | +9.61% | 加仓 |
| 49 | STZ | Constellation Brands Inc-a | +0.1% | +15.85% | 加仓 |
| 50 | ZBRA | Zebra Technologies Corp-cl A | 0% | +23.82% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fortis Capital Advisors, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$8.9亿，共申报了 172 个公开持股仓位。
在 Q4 2024 季度，Fortis Capital Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (11.7%)、QQQ (10.0%)、NVDA (8.9%)。其中最大持股仓位 SPY 占据整体投资组合约 11.7% 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
SE
市值: US$116.8万
本季最大获利了结 / 清仓标的
NEOS Enhanced Income Credit Select ETF
前期市值: US$89.4万
在 Q4 2024 季度中，Fortis Capital Advisors, LLC 共进行了 156 项持仓异动，包含新建仓 19 个仓位、加仓 62 个仓位、减仓 56 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 SE。 本季清仓仓位包含 NEOS Enhanced Income Credit Select ETF。
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。