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: 0001950506
申报总市值
US$5.2亿
US$5.2亿
1208 檔
21.1%
在 Q3 2024 申报期间，Fortitude Family Office, LLC（CIK: 0001950506）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$5.2亿，共持有 1208 个公开申报仓位。
在 Q3 2024，Fortitude Family Office, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 36 个既有持股进行加仓（合计增持 42 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fortitude Family Office, LLC 的前 5 大核心持股（包含 AAPL, KNX, IVV 等）合计占整体申报市值的 21.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1208 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 13.75% | -0.04% | +5.58% | |
| 2 | KNX | Knight-swift Transportation | 股票-工业 | 10.60% | -0.32% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.85% | +0.88% | +4.58% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 5.54% | +0.09% | -1.00% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.27% | +0.23% | +7.02% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.14% | -0.14% | +16.46% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.33% | +0.04% | +10.97% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 2.11% | +0.08% | +10.10% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.94% | +0.21% | +5.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | +0.13% | +7.42% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.67% | — | +10.07% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.47% | -0.11% | +3.76% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.36% | +0.29% | +5.27% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.35% | -0.11% | +45.33% | |
| 15 | KKR | Kkr & Co Inc | 股票-金融 | 1.32% | -0.05% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.10% | +79.54% | |
| 17 | DFAT | Dimensional US Target Value | ETF-其他 | 1.13% | -0.07% | +7.31% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | -0.16% | +64.95% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.99% | -0.07% | +2.95% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.98% | -0.03% | -0.49% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.98% | +0.13% | +142.33% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.92% | — | +100.63% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | -0.03% | +110.89% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.01% | +40.24% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.80% | — | +150.40% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | -0.06% | +95.01% | |
| 27 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.63% | +0.01% | +2.53% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.06% | +2.28% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | -0.07% | +24.24% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | +0.06% | +6.72% | |
| 31 | T | At&t Inc | 股票-通信服务 | 0.52% | -0.12% | +41.52% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | — | +317.92% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | -0.02% | +452.95% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | -0.03% | — | |
| 35 | IRM | Iron Mountain Inc | 股票-房地产 | 0.40% | +0.01% | +480.31% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.39% | -0.02% | -2.16% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | +0.01% | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +737.75% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | +0.01% | +21.28% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | -0.03% | -58.74% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.35% | -0.01% | +2.51% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | +0.03% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.34% | -0.01% | +35.80% | |
| 44 | BLK | Blackrock Inc | 股票-金融 | 0.32% | — | — | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.31% | -0.36% | +166.43% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.30% | +0.55% | +26.34% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.30% | -0.01% | +152.23% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.28% | -0.01% | +3.41% | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.27% | — | +595.05% | |
| 50 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.27% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KNX | Knight-swift Transportation | +10.6% | NEW | 新建仓 |
| 2 | LLY | Eli Lilly & Co | +0.6% | +142.33% | 加仓 |
| 3 | ABBV | Abbvie Inc | +0.4% | +150.40% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.4% | +452.95% | 加仓 |
| 5 | HD | Home Depot Inc | +0.4% | +110.89% | 加仓 |
| 6 | IBM | Intl Business Machines CORP | +0.4% | +317.92% | 加仓 |
| 7 | IRM | Iron Mountain Inc | +0.3% | +480.31% | 加仓 |
| 8 | BLK | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 9 | PG | Procter & Gamble Co/the | +0.3% | +737.75% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +100.63% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +95.01% | 加仓 |
| 12 | BX | Blackstone Inc | +0.2% | +595.05% | 加仓 |
| 13 | SILA | Sila Realty Trust Inc | +0.2% | NEW | 新建仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | +79.54% | 加仓 |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.2% | +64.95% | 加仓 |
| 16 | WMT | Walmart Inc | +0.2% | +407.75% | 加仓 |
| 17 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | 新建仓 |
| 18 | CAT | Caterpillar Inc | +0.2% | +969.92% | 加仓 |
| 19 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | NEW | 新建仓 |
| 20 | SFM | Sprouts Farmers Market Inc | +0.2% | +5367.65% | 加仓 |
| 21 | VZ | Verizon Communications Inc | +0.2% | +152.23% | 加仓 |
| 22 | XNIEX | Virtus Equity & Convertible | +0.2% | NEW | 新建仓 |
| 23 | CVX | Chevron CORP | +0.1% | +166.43% | 加仓 |
| 24 | AMD | Advanced Micro Devices | +0.1% | +376.83% | 加仓 |
| 25 | DE | Deere & Co | +0.1% | +160.88% | 加仓 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +233.84% | 加仓 |
| 27 | ABT | Abbott Laboratories | +0.1% | +195.90% | 加仓 |
| 28 | T | At&t Inc | +0.1% | +41.52% | 加仓 |
| 29 | JPST | Jpmorgan Ultra-short Income | 0% | +45.33% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +40.24% | 加仓 |
| 31 | DHI | Dr Horton Inc | 0% | +2.53% | 加仓 |
| 32 | EPD | Enterprise Products Partners | -0.2% | -62.62% | 减仓 |
| 33 | EMR | Emerson Electric Co | -0.2% | -90.83% | 减仓 |
| 34 | KKR | Kkr & Co Inc | -0.2% | — | 不变 |
| 35 | XOM | Exxon Mobil CORP | -0.3% | -31.51% | 减仓 |
| 36 | DFAT | Dimensional US Target Value | -0.3% | +7.31% | 加仓 |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.4% | +7.42% | 加仓 |
| 38 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清仓 |
| 39 | AVDV | Avantis Intl S/c Value ETF | -0.4% | +3.76% | 加仓 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -89.50% | 减仓 |
| 41 | AVLV | Avantis US Large Cap Value | -0.5% | +10.10% | 加仓 |
| 42 | IEMG | Ishares Core Msci Emerging | -0.5% | +5.67% | 加仓 |
| 43 | USFR | Wisdomtree Floating Rate Tre | -0.5% | +10.07% | 加仓 |
| 44 | DFEM | Dimensional Emrg Mrkt Core | -0.5% | +10.97% | 加仓 |
| 45 | TIP | Ishares Tips Bond ETF | -0.6% | +16.46% | 加仓 |
| 46 | MCD | Mcdonald's CORP | -0.7% | -58.74% | 减仓 |
| 47 | VO | Vanguard Mid-cap ETF | -0.7% | +7.02% | 加仓 |
| 48 | IDEV | Ishares Core Msci Dev Mkts | -1.9% | -1.00% | 减仓 |
| 49 | IVV | Ishares Core S&p 500 ETF | -3% | +4.58% | 加仓 |
| 50 | AAPL | Apple Inc | -3.1% | +5.58% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fortitude Family Office, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$5.2亿，共申报了 1208 个公开持股仓位。
在 Q3 2024 季度，Fortitude Family Office, LLC 按市值排列的前三大核心持股分别为：AAPL (13.8%)、KNX (10.6%)、IVV (9.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 13.8% 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
KNX
市值: US$2677.5万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$64.2万
在 Q3 2024 季度中，Fortitude Family Office, LLC 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 36 个仓位、减仓 6 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 KNX。 本季清仓仓位包含 BLKCHF。
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。
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