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: 0001585828
申报总市值
US$6.7亿
US$6.7亿
74 檔
48.4%
Founders Capital Management, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$6.7亿，分散于 74 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Founders Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 5 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，Founders Capital Management, LLC 的前 5 大核心持股（包含 GOOG, BRK-B, META 等）合计占整体申报市值的 48.4%，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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 20.81% | +2.45% | -0.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.06% | -0.56% | +0.10% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.70% | -0.92% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.42% | -0.63% | +1.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.27% | +0.71% | -0.01% | |
| 6 | FDX | Fedex CORP | 股票-工业 | 3.99% | -0.81% | -0.25% | |
| 7 | AXP | American Express Co | 股票-金融 | 3.76% | +0.05% | -0.28% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.08% | -0.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.89% | +0.12% | +0.11% | |
| 10 | CSX | Csx CORP | 股票-工业 | 2.73% | +0.13% | -0.23% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.14% | -0.44% | +0.05% | |
| 12 | UNP | Union Pacific CORP | 股票-工业 | 1.98% | +0.03% | — | |
| 13 | UPS | United Parcel Service-cl B | 股票-工业 | 1.86% | -0.02% | -2.42% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.71% | -0.10% | -1.73% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.60% | -0.05% | -1.03% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.47% | +0.06% | — | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.41% | -0.33% | -1.42% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | +0.20% | +0.03% | |
| 19 | GD | General Dynamics CORP | 股票-工业 | 1.29% | -0.09% | -5.14% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | -0.12% | -0.72% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.09% | -0.07% | — | |
| 22 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.04% | -0.26% | — | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.00% | -0.20% | -0.01% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.05% | -0.31% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.90% | +0.05% | +2.62% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.85% | -0.14% | -0.51% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.82% | +0.04% | — | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.20% | -0.20% | |
| 29 | MTB | M & T Bank CORP | 股票-金融 | 0.53% | -0.02% | -0.24% | |
| 30 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.51% | -0.06% | — | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | -0.09% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.13% | -0.49% | |
| 33 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.43% | -0.01% | -0.67% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.38% | -0.05% | — | |
| 35 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.37% | -0.01% | +3.06% | |
| 36 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.33% | -0.05% | — | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.25% | -0.03% | -0.56% | |
| 38 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.23% | +0.03% | — | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.20% | +0.16% | — | |
| 40 | MCK | Mckesson CORP | 股票-医疗保健 | 0.20% | -0.06% | -13.08% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.16% | -0.03% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | -0.02% | — | |
| 43 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.14% | -0.01% | — | |
| 44 | WBS | Webster Financial CORP | 股票-金融 | 0.13% | — | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | +0.03% | — | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.12% | -0.06% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.12% | -0.01% | — | |
| 48 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 0.11% | -0.03% | — | |
| 49 | NYT | New York Times Co-a | 股票-通信服务 | 0.11% | -0.03% | — | |
| 50 | MKL | Markel Group Inc | 股票-金融 | 0.11% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +1.1% | -0.25% | 减仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +0.10% | 加仓 |
| 3 | CSX | Csx CORP | +0.5% | -0.23% | 减仓 |
| 4 | LMT | Lockheed Martin CORP | +0.4% | -1.42% | 减仓 |
| 5 | PEP | Pepsico Inc | +0.4% | +0.05% | 加仓 |
| 6 | UNP | Union Pacific CORP | +0.3% | — | 不变 |
| 7 | KO | Coca-cola Co/the | +0.3% | -1.03% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.31% | 减仓 |
| 9 | AMGN | Amgen Inc | +0.2% | — | 不变 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.39% | 减仓 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.11% | 加仓 |
| 12 | CVX | Chevron CORP | +0.2% | -0.49% | 减仓 |
| 13 | CNI | Canadian Natl Railway Co | +0.1% | +2.62% | 加仓 |
| 14 | UPS | United Parcel Service-cl B | +0.1% | -2.42% | 减仓 |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | — | 不变 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.01% | 减仓 |
| 17 | AAPL | Apple Inc | +0.1% | -0.43% | 减仓 |
| 18 | GD | General Dynamics CORP | +0.1% | -5.14% | 减仓 |
| 19 | QSR | Restaurant Brands Intern | +0.1% | — | 不变 |
| 20 | VONE | Vanguard Russell 1000 | +0.1% | — | 不变 |
| 21 | MTB | M & T Bank CORP | +0.1% | -0.24% | 减仓 |
| 22 | HD | Home Depot Inc | +0.1% | -1.73% | 减仓 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | -0.01% | 减仓 |
| 24 | LRCX | Lam Research CORP | +0.1% | — | 不变 |
| 25 | LOW | Lowe's Cos Inc | +0.1% | -0.51% | 减仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.20% | 减仓 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.03% | 加仓 |
| 28 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 29 | NYT | New York Times Co-a | 0% | — | 不变 |
| 30 | WMT | Walmart Inc | 0% | — | 不变 |
| 31 | WBS | Webster Financial CORP | 0% | — | 不变 |
| 32 | RTX | Rtx CORP | 0% | -0.56% | 减仓 |
| 33 | SAM | Boston Beer Company Inc-a | 0% | — | 不变 |
| 34 | KHC | Kraft Heinz Co/the | 0% | +3.06% | 加仓 |
| 35 | WBD | Warner Bros Discovery Inc | 0% | — | 不变 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 37 | FAST | Fastenal Co | 0% | — | 不变 |
| 38 | CAC | Camden National CORP | 0% | — | 不变 |
| 39 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 40 | SYK | Stryker CORP | 0% | — | 不变 |
| 41 | BAC 7.25 PERP L债券 | Bank Of America CORP | 0% | -0.67% | 减仓 |
| 42 | MCK | Mckesson CORP | 0% | -13.08% | 减仓 |
| 43 | SHEL | Shell Plc-adr | 0% | — | 不变 |
| 44 | INTC | Intel CORP | 0% | -2.25% | 减仓 |
| 45 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 46 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 0% | — | 不变 |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 48 | CARR | Carrier Global CORP | 0% | +1.45% | 加仓 |
| 49 | DRI | Darden Restaurants Inc | 0% | — | 不变 |
| 50 | CMI | Cummins Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Founders Capital Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$6.7亿，共申报了 74 个公开持股仓位。
在 Q1 2026 季度，Founders Capital Management, LLC 按市值排列的前三大核心持股分别为：GOOG (20.8%)、BRK-B (11.1%)、META (8.7%)。其中最大持股仓位 GOOG 占据整体投资组合约 20.8% 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。
本季最大获利了结 / 清仓标的
PNC
前期市值: US$81.2万
在 Q1 2026 季度中，Founders Capital Management, LLC 共进行了 44 项持仓异动，包含新建仓 0 个仓位、加仓 10 个仓位、减仓 29 个仓位以及清仓 5 个仓位。 本季清仓仓位包含 PNC。
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。