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: 0001179232
申报总市值
US$8.6亿
US$8.6亿
52 檔
25.9%
Q3 2024 季度申报显示，Foundation Resource Management Inc 披露的美股组合总市值为 US$8.6亿，涵盖 52 个不同之权益投资仓位。
在 Q3 2024，Foundation Resource Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Foundation Resource Management Inc 的前 5 大核心持股（包含 TECK, XOM, BRK-B 等）合计占整体申报市值的 25.9%，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 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 8.16% | +0.83% | -1.82% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 7.87% | -8.06% | EXIT | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.11% | +0.32% | -0.39% | |
| 4 | NEM | Newmont CORP | 股票-原材料 | 5.83% | -0.67% | -0.40% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 5.47% | -0.93% | -0.21% | |
| 6 | ✓ | 股票-其他 | 4.80% | — | -1.04% | ||
| 7 | VZ | Verizon Communications Inc | 股票-通信服务 | 4.41% | -0.46% | -0.34% | |
| 8 | ✓ | 股票-其他 | 4.28% | — | -0.99% | ||
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 3.95% | -0.86% | -0.66% | |
| 10 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.69% | -0.12% | +0.29% | |
| 11 | ✓ | 股票-其他 | 2.63% | — | -0.14% | ||
| 12 | ABEV | Ambev Sa-adr | 股票-非周期性消费 | 2.57% | +0.25% | -0.14% | |
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 2.57% | -0.33% | -0.25% | |
| 14 | ✓ | 股票-其他 | 2.43% | — | -0.64% | ||
| 15 | FHI | Federated Hermes Inc | 股票-金融 | 2.38% | -0.03% | -0.16% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.24% | +0.29% | -0.21% | |
| 17 | ABX | Barrick Gold CORP | 股票-金融 | 2.13% | — | -0.99% | |
| 18 | HPQ | Hp Inc | 股票-科技 | 2.11% | +0.44% | -0.54% | |
| 19 | INTC | Intel CORP | 股票-科技 | 2.00% | -0.11% | +0.21% | |
| 20 | BEN | Franklin Resources Inc | 股票-金融 | 1.82% | +0.70% | +0.20% | |
| 21 | 0VVB | Paramount Global-class B | 股票-其他 | 1.79% | — | -0.97% | |
| 22 | ✓ | 股票-其他 | 1.77% | — | -2.46% | ||
| 23 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.74% | +0.08% | -0.38% | |
| 24 | ✓ | 股票-其他 | 1.41% | — | -1.38% | ||
| 25 | L | Loews CORP | 股票-金融 | 1.39% | +0.12% | -1.94% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.33% | -0.06% | -0.27% | |
| 27 | TRC | Tejon Ranch Co | 股票-其他 | 1.32% | +0.03% | -0.56% | |
| 28 | DG | Dollar General CORP | 股票-非周期性消费 | 1.27% | +0.04% | — | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.26% | +0.02% | +0.06% | |
| 30 | PBT | Permian Basin Royalty Trust | 股票-其他 | 1.23% | +0.29% | -1.62% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | — | -0.25% | |
| 32 | CVE | Cenovus Energy Inc | 股票-能源 | 1.11% | -0.05% | +1.38% | |
| 33 | ✓ | 股票-其他 | 1.09% | — | +0.42% | ||
| 34 | PKE | Park Aerospace CORP | 股票-其他 | 0.94% | +0.67% | +0.44% | |
| 35 | APA | Apa CORP | 股票-能源 | 0.57% | -0.24% | +1.42% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | +0.04% | — | |
| 37 | ✓ | 股票-其他 | 0.52% | — | +1.39% | ||
| 38 | ✓ | 股票-其他 | 0.52% | — | +3.82% | ||
| 39 | EAFEUR | Graftech International LTD | 股票-其他 | 0.38% | — | +1.31% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.24% | — | — | |
| 41 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.13% | — | +2.96% | |
| 42 | RIG | Transocean Ltd. | 股票-能源 | 0.13% | -0.03% | -0.95% | |
| 43 | ✓ | 股票-其他 | 0.12% | — | — | ||
| 44 | GLT1EUR | Glatfelter CORP | 股票-其他 | 0.12% | — | -1.69% | |
| 45 | ✓ | 股票-其他 | 0.10% | — | — | ||
| 46 | CB | Chubb Limited | 股票-金融 | 0.09% | — | — | |
| 47 | IMO | Imperial Oil LTD | 股票-能源 | 0.08% | -0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.05% | +0.01% | — | |
| 49 | EMN | Eastman Chemical Co | 股票-原材料 | 0.04% | — | — | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.03% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +1.3% | NEW | 新建仓 |
| 2 | NEM | Newmont CORP | +1.1% | -0.40% | 减仓 |
| 3 | AEM | Agnico Eagle Mines LTD | +0.6% | -0.66% | 减仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -0.39% | 减仓 |
| 5 | GILD | Gilead Sciences Inc | +0.4% | +0.29% | 加仓 |
| 6 | ABEV | Ambev Sa-adr | +0.3% | -0.14% | 减仓 |
| 7 | SNY | Sanofi-adr | +0.3% | — | 减仓 |
| 8 | TECK | Teck Resources Ltd-cls B | +0.3% | -1.82% | 减仓 |
| 9 | ABX | Barrick Gold CORP | +0.3% | -0.99% | 减仓 |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +0.06% | 加仓 |
| 11 | VZ | Verizon Communications Inc | +0.2% | -0.34% | 减仓 |
| 12 | FHI | Federated Hermes Inc | +0.2% | -0.16% | 减仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -0.25% | 减仓 |
| 14 | EAFEUR | Graftech International LTD | +0.1% | +1.31% | 加仓 |
| 15 | KHC | Kraft Heinz Co/the | +0.1% | -0.38% | 减仓 |
| 16 | CNH | CNH Industrial N.V. | +0.1% | — | 加仓 |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 18 | WMT | Walmart Inc | 0% | — | 不变 |
| 19 | RTX | Rtx CORP | 0% | NEW | 新建仓 |
| 20 | AGI | Alamos Gold Inc-class A | 0% | +2.96% | 加仓 |
| 21 | GLT1EUR | Glatfelter CORP | 0% | -1.69% | 减仓 |
| 22 | L | Loews CORP | 0% | -1.94% | 减仓 |
| 23 | PBT | Permian Basin Royalty Trust | 0% | -1.62% | 减仓 |
| 24 | TRV | Travelers Cos Inc/the | 0% | — | 不变 |
| 25 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 26 | PFE | Pfizer Inc | — | -0.25% | 减仓 |
| 27 | CB | Chubb Limited | — | — | 不变 |
| 28 | MUR | Murphy Oil CORP | 0% | — | 不变 |
| 29 | TRC | Tejon Ranch Co | 0% | -0.56% | 减仓 |
| 30 | MPC | Marathon Petroleum CORP | 0% | — | 不变 |
| 31 | HPQ | Hp Inc | 0% | -0.54% | 减仓 |
| 32 | 0VVB | Paramount Global-class B | 0% | -0.97% | 减仓 |
| 33 | RIG | Transocean Ltd. | 0% | -0.95% | 减仓 |
| 34 | PKE | Park Aerospace CORP | -0.1% | +0.44% | 加仓 |
| 35 | DVN | Devon Energy CORP | -0.1% | — | 加仓 |
| 36 | OVV | Ovintiv Inc | -0.1% | — | 加仓 |
| 37 | APA | Apa CORP | -0.1% | +1.42% | 加仓 |
| 38 | PSX | Phillips 66 | -0.2% | -0.27% | 减仓 |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -1.09% | 减仓 |
| 40 | CVE | Cenovus Energy Inc | -0.2% | +1.38% | 加仓 |
| 41 | BEN | Franklin Resources Inc | -0.3% | +0.20% | 加仓 |
| 42 | MRK | Merck & Co. Inc. | -0.3% | -0.21% | 减仓 |
| 43 | MOS | Mosaic Co/the | -0.3% | — | 减仓 |
| 44 | TEN | Tsakos Energy Navigation Limited | -0.3% | — | 减仓 |
| 45 | CCJ | Cameco CORP | -0.3% | — | 减仓 |
| 46 | CVX | Chevron CORP | -0.6% | -0.21% | 减仓 |
| 47 | GLW | Corning Inc | -0.6% | EXIT | 清仓 |
| 48 | COP | Conocophillips | -0.7% | — | 减仓 |
| 49 | INTC | Intel CORP | -0.7% | +0.21% | 加仓 |
| 50 | ABBV | Abbvie Inc | -1.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Foundation Resource Management Inc 在 Q3 2024 季度的美股持仓总市值约为 US$8.6亿，共申报了 52 个公开持股仓位。
在 Q3 2024 季度，Foundation Resource Management Inc 按市值排列的前三大核心持股分别为：TECK (8.2%)、XOM (7.9%)、BRK-B (7.1%)。其中最大持股仓位 TECK 占据整体投资组合约 8.2% 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
DG
市值: US$824.7万
本季最大获利了结 / 清仓标的
ABBV
前期市值: US$674.9万
在 Q3 2024 季度中，Foundation Resource Management Inc 共进行了 43 项持仓异动，包含新建仓 2 个仓位、加仓 12 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 DG。 本季清仓仓位包含 ABBV。
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。