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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001179232
申报总市值
US$8.6亿
US$8.6亿
52 檔
22.8%
在 Q4 2024 的 13F 官方备案中，Foundation Resource Management Inc 管理的美股投资组合规模来到 US$8.6亿，整体持股档数为 52 档。
在 Q4 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 30 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 XOM, BRK-B, TECK 等）合计占整体申报市值的 22.8%，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 | XOM | Exxon Mobil CORP | 股票-能源 | 7.77% | -8.06% | EXIT | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.61% | +0.32% | +0.52% | |
| 3 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 6.71% | +0.83% | -1.86% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 5.80% | -0.93% | -0.14% | |
| 5 | ✓ | 股票-其他 | 4.92% | — | -1.13% | ||
| 6 | ✓ | 股票-其他 | 4.83% | — | -1.12% | ||
| 7 | NEM | Newmont CORP | 股票-原材料 | 4.36% | -0.67% | -0.52% | |
| 8 | VZ | Verizon Communications Inc | 股票-通信服务 | 4.22% | -0.46% | -0.40% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 4.13% | -0.86% | -0.25% | |
| 10 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 3.20% | -0.12% | -0.01% | |
| 11 | FHI | Federated Hermes Inc | 股票-金融 | 2.85% | -0.03% | -0.64% | |
| 12 | ✓ | 股票-其他 | 2.60% | — | -0.34% | ||
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 2.52% | -0.33% | -0.91% | |
| 14 | ✓ | 股票-其他 | 2.19% | — | -0.39% | ||
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.11% | +0.29% | -0.51% | |
| 16 | ABEV | Ambev Sa-adr | 股票-非周期性消费 | 2.10% | +0.25% | -0.31% | |
| 17 | HPQ | Hp Inc | 股票-科技 | 2.06% | +0.44% | -0.67% | |
| 18 | BEN | Franklin Resources Inc | 股票-金融 | 1.94% | +0.70% | -2.29% | |
| 19 | L | Loews CORP | 股票-金融 | 1.89% | +0.12% | +17.64% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.83% | -0.11% | -0.97% | |
| 21 | 0VVB | Paramount Global-class B | 股票-其他 | 1.81% | — | -4.63% | |
| 22 | ABX | Barrick Gold CORP | 股票-金融 | 1.76% | — | -1.48% | |
| 23 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.63% | +0.08% | -0.86% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.48% | +0.02% | -0.49% | |
| 25 | ✓ | 股票-其他 | 1.46% | — | +0.19% | ||
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.43% | — | -0.57% | |
| 27 | ✓ | 股票-其他 | 1.29% | — | — | ||
| 28 | TRC | Tejon Ranch Co | 股票-其他 | 1.29% | +0.03% | -0.69% | |
| 29 | DG | Dollar General CORP | 股票-非周期性消费 | 1.26% | +0.04% | +1.68% | |
| 30 | PSX | Phillips 66 | 股票-能源 | 1.24% | -0.06% | -0.87% | |
| 31 | PBT | Permian Basin Royalty Trust | 股票-其他 | 1.23% | +0.29% | -1.01% | |
| 32 | ✓ | 股票-其他 | 1.21% | — | +0.30% | ||
| 33 | PKE | Park Aerospace CORP | 股票-其他 | 1.15% | +0.67% | +0.76% | |
| 34 | CVE | Cenovus Energy Inc | 股票-能源 | 1.10% | -0.05% | +1.52% | |
| 35 | ✓ | 股票-其他 | 1.04% | — | -0.90% | ||
| 36 | APA | Apa CORP | 股票-能源 | 0.61% | -0.24% | +5.21% | |
| 37 | ✓ | 股票-其他 | 0.60% | — | +0.94% | ||
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | +0.04% | — | |
| 39 | EAFEUR | Graftech International LTD | 股票-其他 | 0.52% | — | -4.39% | |
| 40 | ✓ | 股票-其他 | 0.48% | — | +2.28% | ||
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.29% | — | -0.77% | |
| 42 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.16% | — | +23.10% | |
| 43 | RIG | Transocean Ltd. | 股票-能源 | 0.12% | -0.03% | -1.54% | |
| 44 | ✓ | 股票-其他 | 0.11% | — | — | ||
| 45 | ✓ | 股票-其他 | 0.11% | — | -0.94% | ||
| 46 | CB | Chubb Limited | 股票-金融 | 0.10% | — | — | |
| 47 | ✓ | 股票-其他 | 0.09% | — | — | ||
| 48 | IMO | Imperial Oil LTD | 股票-能源 | 0.07% | -0.01% | — | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.05% | +0.01% | — | |
| 50 | EMN | Eastman Chemical Co | 股票-原材料 | 0.04% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NTR | Nutrien LTD | +1.3% | NEW | 新建仓 |
| 2 | CCJ | Cameco CORP | +0.6% | — | 减仓 |
| 3 | GILD | Gilead Sciences Inc | +0.5% | -0.01% | 减仓 |
| 4 | L | Loews CORP | +0.5% | +17.64% | 加仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.52% | 加仓 |
| 6 | FHI | Federated Hermes Inc | +0.5% | -0.64% | 减仓 |
| 7 | CVX | Chevron CORP | +0.3% | -0.14% | 减仓 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -0.57% | 减仓 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -0.49% | 减仓 |
| 10 | PKE | Park Aerospace CORP | +0.2% | +0.76% | 加仓 |
| 11 | AEM | Agnico Eagle Mines LTD | +0.2% | -0.25% | 减仓 |
| 12 | EAFEUR | Graftech International LTD | +0.1% | -4.39% | 减仓 |
| 13 | BEN | Franklin Resources Inc | +0.1% | -2.29% | 减仓 |
| 14 | CNH | CNH Industrial N.V. | +0.1% | — | 加仓 |
| 15 | MAGN | Magnera CORP | +0.1% | NEW | 新建仓 |
| 16 | OVV | Ovintiv Inc | +0.1% | — | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | -0.77% | 减仓 |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 19 | APA | Apa CORP | 0% | +5.21% | 加仓 |
| 20 | COP | Conocophillips | 0% | — | 减仓 |
| 21 | AGI | Alamos Gold Inc-class A | 0% | +23.10% | 加仓 |
| 22 | 0VVB | Paramount Global-class B | 0% | -4.63% | 减仓 |
| 23 | CB | Chubb Limited | 0% | — | 不变 |
| 24 | PBT | Permian Basin Royalty Trust | — | -1.01% | 减仓 |
| 25 | EMN | Eastman Chemical Co | — | — | 不变 |
| 26 | DG | Dollar General CORP | 0% | +1.68% | 加仓 |
| 27 | CVE | Cenovus Energy Inc | 0% | +1.52% | 加仓 |
| 28 | MPC | Marathon Petroleum CORP | 0% | — | 不变 |
| 29 | RIG | Transocean Ltd. | 0% | -1.54% | 减仓 |
| 30 | IMO | Imperial Oil LTD | 0% | — | 不变 |
| 31 | MOS | Mosaic Co/the | 0% | — | 减仓 |
| 32 | TRC | Tejon Ranch Co | 0% | -0.69% | 减仓 |
| 33 | MUR | Murphy Oil CORP | 0% | EXIT | 清仓 |
| 34 | DVN | Devon Energy CORP | 0% | — | 加仓 |
| 35 | PFE | Pfizer Inc | -0.1% | -0.91% | 减仓 |
| 36 | HPQ | Hp Inc | -0.1% | -0.67% | 减仓 |
| 37 | PSX | Phillips 66 | -0.1% | -0.87% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.44% | 减仓 |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | -0.86% | 减仓 |
| 40 | GLT1EUR | Glatfelter CORP | -0.1% | EXIT | 清仓 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -0.51% | 减仓 |
| 42 | INTC | Intel CORP | -0.2% | -0.97% | 减仓 |
| 43 | VZ | Verizon Communications Inc | -0.2% | -0.40% | 减仓 |
| 44 | SNY | Sanofi-adr | -0.2% | — | 减仓 |
| 45 | FCX | Freeport-mcmoran Inc | -0.3% | — | 加仓 |
| 46 | ABX | Barrick Gold CORP | -0.4% | -1.48% | 减仓 |
| 47 | TEN | Tsakos Energy Navigation Limited | -0.4% | — | 减仓 |
| 48 | ABEV | Ambev Sa-adr | -0.5% | -0.31% | 减仓 |
| 49 | TECK | Teck Resources Ltd-cls B | -1.5% | -1.86% | 减仓 |
| 50 | NEM | Newmont CORP | -1.5% | -0.52% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Foundation Resource Management Inc 在 Q4 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 Q4 2024 季度，Foundation Resource Management Inc 按市值排列的前三大核心持股分别为：XOM (7.8%)、BRK-B (7.6%)、TECK (6.7%)。其中最大持股仓位 XOM 占据整体投资组合约 7.8% 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
NTR
市值: US$774.4万
本季最大获利了结 / 清仓标的
GLT1EUR
前期市值: US$76.3万
在 Q4 2024 季度中，Foundation Resource Management Inc 共进行了 45 项持仓异动，包含新建仓 2 个仓位、加仓 11 个仓位、减仓 30 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 NTR。 本季清仓仓位包含 GLT1EUR。
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。