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: 0001163902
申报总市值
US$21.7亿
US$21.7亿
387 檔
17.7%
根据最新整理的 13F 季度数据集，Foster & Motley Inc 于 Q4 2025 结束时的管理资产规模为 US$21.7亿。该机构在本季度申报了 387 档美股持仓，呈现出该时期的主要投资地图。
Foster & Motley Inc 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 21 档持股的同时，亦同步清仓 1 档并减仓 26 档标的。
在资产配置集中度方面，Foster & Motley Inc 的前 5 大核心持股（包含 FNDF, JMBS, SCHF 等）合计占整体申报市值的 17.7%，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 387 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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 6.01% | — | -0.24% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 4.41% | -0.70% | +5.09% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.97% | +0.19% | +0.02% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.57% | +0.18% | -1.83% | |
| 5 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.60% | -0.29% | -33.23% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.43% | -0.19% | -1.14% | |
| 7 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 2.20% | -0.06% | +0.93% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.19% | +0.12% | -0.97% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.06% | +7.82% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.85% | +0.10% | -6.28% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.50% | +0.13% | -4.40% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.50% | -0.09% | +7.26% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.36% | +0.02% | +5.61% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.28% | -0.01% | +6.23% | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 1.26% | +0.48% | — | |
| 16 | TPYP | Tortoise North American Pipe | ETF-其他 | 1.23% | -0.15% | +1.19% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | +0.04% | +25.26% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.08% | -0.07% | +0.49% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | +0.06% | +6.25% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | -3.44% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | -0.09% | +2.32% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.81% | +0.03% | -0.63% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.07% | -1.58% | |
| 24 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.78% | +0.01% | +2.73% | |
| 25 | INTF | Ishares International Equity | ETF-其他 | 0.78% | -0.05% | -3.15% | |
| 26 | KR | Kroger Co | 股票-非周期性消费 | 0.75% | -0.27% | -1.71% | |
| 27 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.74% | -0.09% | -1.34% | |
| 28 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.74% | -0.19% | -8.96% | |
| 29 | JBL | Jabil Inc | 股票-科技 | 0.72% | +0.13% | -2.58% | |
| 30 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.71% | -0.11% | -0.81% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.69% | +0.22% | +0.16% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | +0.04% | -3.03% | |
| 33 | TNL | Travel + Leisure Co | 股票-周期性消费 | 0.66% | +0.01% | +11.49% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 0.62% | +0.03% | -5.93% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.06% | -14.91% | |
| 36 | MCK | Mckesson CORP | 股票-医疗保健 | 0.60% | -0.14% | -8.97% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | -0.06% | -0.12% | |
| 38 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.57% | -0.03% | +0.65% | |
| 39 | GM | General Motors Co | 股票-周期性消费 | 0.55% | -0.04% | +1.77% | |
| 40 | MFC | Manulife Financial CORP | 股票-金融 | 0.53% | -0.03% | -11.56% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.52% | -0.23% | +3.15% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | -0.05% | -1.97% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | +0.01% | -2.47% | |
| 44 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.51% | -0.08% | -5.99% | |
| 45 | UNM | Unum Group | 股票-金融 | 0.51% | +0.04% | -1.82% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.05% | +5.28% | |
| 47 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 0.51% | -0.07% | +5.09% | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | -0.45% | +3.02% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | +0.03% | +10.03% | |
| 50 | AFL | Aflac Inc | 股票-金融 | 0.50% | -0.07% | -7.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | -6.28% | 减仓 |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | -0.24% | 减仓 |
| 3 | BND | Vanguard Total Bond Market | +0.2% | +25.26% | 加仓 |
| 4 | JMBS | Janus Henderson Mortg Backed | +0.2% | +5.09% | 加仓 |
| 5 | TNL | Travel + Leisure Co | +0.2% | +11.49% | 加仓 |
| 6 | GM | General Motors Co | +0.1% | +1.77% | 加仓 |
| 7 | AAPL | Apple Inc | +0.1% | -1.83% | 减仓 |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +31.11% | 加仓 |
| 9 | MUNI | Pimco Intermediate Municipal | +0.1% | +36.73% | 加仓 |
| 10 | FOXA | Fox CORP - Class A | +0.1% | -0.81% | 减仓 |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.02% | 加仓 |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +7.26% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | +64.79% | 加仓 |
| 14 | AMGN | Amgen Inc | +0.1% | -0.12% | 减仓 |
| 15 | FMB | First Trust Managed Municipa | +0.1% | +33.44% | 加仓 |
| 16 | CRUS | Cirrus Logic Inc | +0.1% | +139.63% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.16% | 加仓 |
| 18 | CMI | Cummins Inc | +0.1% | -5.93% | 减仓 |
| 19 | UGI | Ugi CORP | +0.1% | +13.92% | 加仓 |
| 20 | EYLD | Cambria Emerg Shrhldr Yield | +0.1% | +0.93% | 加仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.25% | 加仓 |
| 22 | BYD | Boyd Gaming CORP | +0.1% | +19.78% | 加仓 |
| 23 | LRCX | Lam Research CORP | +0.1% | -0.90% | 减仓 |
| 24 | IWD | Ishares Russell 1000 Value E | +0.1% | +10.03% | 加仓 |
| 25 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.86% | 减仓 |
| 26 | LEMB | Ishares Jp Morgan Em Local C | +0.1% | +11.96% | 加仓 |
| 27 | CAH | Cardinal Health Inc | +0.1% | -6.94% | 减仓 |
| 28 | PAAA | Pgim Aaa Clo ETF | +0.1% | +98.06% | 加仓 |
| 29 | SCHP | Schwab U.s. Tips ETF | 0% | +6.23% | 加仓 |
| 30 | SRVR | Pacer Data & Infrastructure | -0.1% | +0.65% | 加仓 |
| 31 | CDW | Cdw Corp/de | -0.1% | -20.15% | 减仓 |
| 32 | EEM | Ishares Msci Emerging Market | -0.1% | -60.31% | 减仓 |
| 33 | DGX | Quest Diagnostics Inc | -0.1% | -20.42% | 减仓 |
| 34 | DKS | Dick's Sporting Goods Inc | -0.1% | -10.71% | 减仓 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -16.17% | 减仓 |
| 36 | EOG | Eog Resources Inc | -0.1% | -16.26% | 减仓 |
| 37 | KR | Kroger Co | -0.1% | -1.71% | 减仓 |
| 38 | OC | Owens Corning | -0.1% | -7.94% | 减仓 |
| 39 | PHM | Pultegroup Inc | -0.1% | -6.81% | 减仓 |
| 40 | SCHR | Schwab Intermediate-term US | -0.1% | -4.40% | 减仓 |
| 41 | DHI | Dr Horton Inc | -0.1% | -3.65% | 减仓 |
| 42 | HPQ | Hp Inc | -0.1% | -22.82% | 减仓 |
| 43 | URI | United Rentals Inc | -0.1% | -4.88% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.1% | -1.58% | 减仓 |
| 45 | EFA | Ishares Msci Eafe ETF | -0.3% | -50.12% | 减仓 |
| 46 | ORCL | Oracle CORP | -0.4% | -14.91% | 减仓 |
| 47 | RODM | Hartford Multifact Dev Mrkt | -1.2% | -33.23% | 减仓 |
| 48 | AVDE | Avantis International Equity | — | NEW | 新建仓 |
| 49 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Foster & Motley Inc 在 Q4 2025 季度的美股持仓总市值约为 US$21.7亿，共申报了 387 个公开持股仓位。
在 Q4 2025 季度，Foster & Motley Inc 按市值排列的前三大核心持股分别为：FNDF (6.0%)、JMBS (4.4%)、SCHF (4.0%)。其中最大持股仓位 FNDF 占据整体投资组合约 6.0% 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
AVDE
市值: US$2371.6万
本季最大获利了结 / 清仓标的
TTEN
前期市值: US$205.6万
在 Q4 2025 季度中，Foster & Motley Inc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 21 个仓位、减仓 26 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AVDE。 本季清仓仓位包含 TTEN。
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。