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: 0001704300
申报总市值
US$2.3亿
US$2.3亿
368 檔
22.8%
Founders Capital Management 在 Q4 2024 季度的美股仓位总计估值为 US$2.3亿，分散于 368 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Founders Capital Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 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 的前 5 大核心持股（包含 QQQ, MSFT, AAPL 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。
仅显示前 200 大持股（共 368 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.07% | +1.03% | -0.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.99% | -0.66% | -1.59% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.16% | +0.07% | -1.69% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.34% | -0.04% | -2.14% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.76% | +0.34% | +0.97% | |
| 6 | GLW | Corning Inc | 股票-科技 | 4.46% | +4.54% | -3.27% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 4.01% | -0.59% | -3.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.84% | +0.10% | -1.62% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 3.83% | -1.28% | -5.12% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.55% | +0.11% | -3.34% | |
| 11 | EMR | Emerson Electric Co | 股票-工业 | 3.48% | -1.46% | -3.22% | |
| 12 | APD | Air Products & Chemicals Inc | 股票-原材料 | 3.43% | -1.67% | -4.20% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.19% | -0.39% | -1.86% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 3.17% | -0.76% | -6.62% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 3.04% | -1.08% | -2.63% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.76% | -0.01% | -3.23% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.25% | -0.21% | -0.55% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.04% | -0.28% | -1.80% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.58% | -0.03% | -7.01% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | -0.02% | -5.04% | |
| 21 | NOC | Northrop Grumman CORP | 股票-工业 | 1.44% | -0.50% | -5.09% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.37% | +0.32% | +1.02% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.35% | +0.11% | +103.22% | |
| 24 | SLB | Slb LTD | 股票-能源 | 0.93% | -0.14% | -12.54% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.91% | -0.05% | -1.82% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | -0.01% | -10.04% | |
| 27 | ✓ | Exchange Traded Concepts Tru | 股票-其他 | 0.50% | — | +2.28% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.46% | +0.04% | +0.73% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.44% | -0.01% | -12.44% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.38% | +0.03% | +0.72% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.38% | +0.06% | — | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.37% | -0.03% | -12.55% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | -0.05% | +0.10% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.32% | — | +13.84% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | -0.04% | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | -0.04% | — | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.26% | -0.03% | — | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.25% | — | -29.69% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.22% | -0.04% | — | |
| 40 | OKE | Oneok Inc | 股票-能源 | 0.22% | -0.02% | — | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.21% | -0.08% | +0.01% | |
| 42 | VLO | Valero Energy CORP | 股票-能源 | 0.20% | -0.02% | — | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.20% | -0.03% | -14.49% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.19% | — | -5.93% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | +0.10% | — | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.17% | -0.02% | — | |
| 47 | PSA | Public Storage | 股票-房地产 | 0.16% | +0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | -0.05% | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.14% | -0.01% | +0.28% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.14% | — | -0.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -0.26% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | -2.14% | 减仓 |
| 3 | AAPL | Apple Inc | +0.6% | -1.69% | 减仓 |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +0.97% | 加仓 |
| 5 | EMR | Emerson Electric Co | +0.4% | -3.22% | 减仓 |
| 6 | GLW | Corning Inc | +0.2% | -3.27% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.02% | 加仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.62% | 减仓 |
| 9 | ✓ | Exchange Traded Concepts Tru | +0.1% | +2.28% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.73% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.1% | — | 不变 |
| 12 | WFC | Wells Fargo & Co | +0.1% | — | 不变 |
| 13 | WMT | Walmart Inc | +0.1% | +0.10% | 加仓 |
| 14 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.84% | 加仓 |
| 15 | UAL | United Airlines Holdings Inc | 0% | — | 不变 |
| 16 | OKE | Oneok Inc | 0% | — | 不变 |
| 17 | MSFT | Microsoft CORP | 0% | -1.59% | 减仓 |
| 18 | SCHW | Schwab (charles) CORP | 0% | — | 不变 |
| 19 | MA | Mastercard Inc - A | 0% | -14.49% | 减仓 |
| 20 | UNH | Unitedhealth Group Inc | 0% | — | 不变 |
| 21 | TXN | Texas Instruments Inc | 0% | — | 不变 |
| 22 | AMAT | Applied Materials Inc | 0% | +0.15% | 加仓 |
| 23 | LIT | Global X Lithium & Battery T | 0% | -24.50% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | -38.08% | 减仓 |
| 25 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 26 | INDA | Ishares Msci India ETF | 0% | EXIT | 清仓 |
| 27 | PSA | Public Storage | 0% | — | 不变 |
| 28 | CPT | Camden Property Trust | 0% | -42.11% | 减仓 |
| 29 | FANG | Diamondback Energy Inc | 0% | -89.24% | 减仓 |
| 30 | O | Realty Income CORP | -0.1% | -42.98% | 减仓 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -1.80% | 减仓 |
| 32 | HD | Home Depot Inc | -0.1% | -5.04% | 减仓 |
| 33 | PEP | Pepsico Inc | -0.1% | -1.82% | 减仓 |
| 34 | PFE | Pfizer Inc | -0.1% | -12.55% | 减仓 |
| 35 | KIM | Kimco Realty CORP | -0.1% | -63.78% | 减仓 |
| 36 | APD | Air Products & Chemicals Inc | -0.1% | -4.20% | 减仓 |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -29.69% | 减仓 |
| 38 | KO | Coca-cola Co/the | -0.1% | -10.04% | 减仓 |
| 39 | RTX | Rtx CORP | -0.2% | -3.05% | 减仓 |
| 40 | CVX | Chevron CORP | -0.2% | -6.62% | 减仓 |
| 41 | SLB | Slb LTD | -0.2% | -12.54% | 减仓 |
| 42 | NOC | Northrop Grumman CORP | -0.2% | -5.09% | 减仓 |
| 43 | LOW | Lowe's Cos Inc | -0.2% | -7.01% | 减仓 |
| 44 | DVN | Devon Energy CORP | -0.2% | -99.75% | 减仓 |
| 45 | ADBE | Adobe Inc | -0.3% | -0.55% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -1.86% | 减仓 |
| 47 | ABBV | Abbvie Inc | -0.4% | -3.34% | 减仓 |
| 48 | MRK | Merck & Co. Inc. | -0.4% | -3.23% | 减仓 |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -5.12% | 减仓 |
| 50 | LMT | Lockheed Martin CORP | -0.6% | -2.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Founders Capital Management 在 Q4 2024 季度的美股持仓总市值约为 US$2.3亿，共申报了 368 个公开持股仓位。
在 Q4 2024 季度，Founders Capital Management 按市值排列的前三大核心持股分别为：QQQ (10.1%)、MSFT (7.0%)、AAPL (6.2%)。其中最大持股仓位 QQQ 占据整体投资组合约 10.1% 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
INDA
前期市值: US$2.9万
在 Q4 2024 季度中，Founders Capital Management 共进行了 41 项持仓异动，包含新建仓 0 个仓位、加仓 7 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 INDA。
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。