13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0002011697
申報總市值
US$3.0億
US$3.0億
93 檔
14.0%
截至 Q3 2024 季度末，FCG Investment Co 的美股持倉估值約為 US$3.0億，全數申報部位共有 93 檔。
在 Q3 2024，FCG Investment Co 操作展現出積極擴展與加碼意向。本季共新建倉 20 個新部位，並對 14 個既有持股進行加碼（合計增持 34 檔），相較減碼與清倉部位顯著佔優。
整體而言，FCG Investment Co 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 14.0%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 7.90% | +1.79% | +9.51% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.90% | +1.04% | +5.20% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.20% | +1.13% | +20.13% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.68% | +0.44% | +14.91% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.13% | +0.27% | -12.70% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.86% | -0.61% | +15.05% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.59% | -0.14% | +816.08% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.52% | +0.10% | -12.34% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.22% | -0.13% | EXIT | |
| 10 | LMT | Lockheed Martin CORP | 股票-工業 | 1.94% | — | +35.14% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | -0.01% | +1.10% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.80% | -0.02% | +11.86% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.74% | -0.08% | +78.37% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.64% | -0.05% | +2.13% | |
| 15 | GD | General Dynamics CORP | 股票-工業 | 1.64% | — | — | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.62% | +0.01% | +1.23% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 1.59% | -0.01% | +123.59% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.53% | +0.08% | +219.14% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.51% | +0.04% | +56.68% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.45% | — | -19.16% | |
| 21 | CI | THE Cigna Group | 股票-醫療保健 | 1.37% | — | +60.21% | |
| 22 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.35% | +0.01% | +42.44% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | -0.09% | EXIT | |
| 24 | CEG | Constellation Energy | 股票-公用事業 | 1.33% | — | +172.77% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.18% | — | — | |
| 26 | GE | General Electric | 股票-工業 | 1.18% | — | +8.87% | |
| 27 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.12% | — | +64.39% | |
| 28 | VICI | Vici Properties Inc | 股票-房地產 | 1.11% | — | — | |
| 29 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 1.07% | +0.08% | — | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.06% | +0.01% | +102.92% | |
| 31 | DELL | Dell Technologies -c | 股票-科技 | 1.06% | — | +34.87% | |
| 32 | NOC | Northrop Grumman CORP | 股票-工業 | 1.06% | — | — | |
| 33 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.05% | — | +227.62% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.05% | -0.02% | +16.12% | |
| 35 | GNTYUSD | Guaranty Bancshares Inc | 股票-其他 | 1.02% | — | — | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 0.99% | — | -7.79% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | +0.14% | +12.81% | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.87% | — | +72.93% | |
| 39 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.87% | -0.41% | — | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | -0.63% | |
| 41 | CLS | Celestica Inc | 股票-科技 | 0.73% | +0.13% | — | |
| 42 | EXC | Exelon CORP | 股票-公用事業 | 0.73% | — | — | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | -0.28% | — | |
| 44 | ADSK | Autodesk Inc | 股票-科技 | 0.71% | — | — | |
| 45 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.71% | — | +3.48% | |
| 46 | FSLR | First Solar Inc | 股票-科技 | 0.71% | — | — | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.71% | — | — | |
| 48 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.71% | — | +25.95% | |
| 49 | AFG | American Financial Group Inc | 股票-金融 | 0.69% | +0.01% | — | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.69% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GD | General Dynamics CORP | +1.6% | NEW | 新建倉 |
| 2 | QCOM | Qualcomm Inc | +1.2% | NEW | 新建倉 |
| 3 | VICI | Vici Properties Inc | +1.1% | NEW | 新建倉 |
| 4 | UTHR | United Therapeutics CORP | +1.1% | NEW | 新建倉 |
| 5 | NOC | Northrop Grumman CORP | +1.1% | NEW | 新建倉 |
| 6 | JNJ | Johnson & Johnson | +1% | +219.14% | 加碼 |
| 7 | GNTYUSD | Guaranty Bancshares Inc | +1% | NEW | 新建倉 |
| 8 | CEG | Constellation Energy | +0.9% | +172.77% | 加碼 |
| 9 | SO | Southern Co/the | +0.9% | +123.59% | 加碼 |
| 10 | HBAN | Huntington Bancshares Inc | +0.9% | NEW | 新建倉 |
| 11 | WMT | Walmart Inc | +0.8% | +78.37% | 加碼 |
| 12 | CLS | Celestica Inc | +0.7% | NEW | 新建倉 |
| 13 | EXC | Exelon CORP | +0.7% | NEW | 新建倉 |
| 14 | AMAT | Applied Materials Inc | +0.7% | NEW | 新建倉 |
| 15 | ANETEUR | Arista Networks Inc | +0.7% | +227.62% | 加碼 |
| 16 | ADSK | Autodesk Inc | +0.7% | NEW | 新建倉 |
| 17 | FSLR | First Solar Inc | +0.7% | NEW | 新建倉 |
| 18 | PYPL | Paypal Holdings Inc | +0.7% | NEW | 新建倉 |
| 19 | AFG | American Financial Group Inc | +0.7% | NEW | 新建倉 |
| 20 | ISRG | Intuitive Surgical Inc | +0.7% | NEW | 新建倉 |
| 21 | SYF | Synchrony Financial | +0.7% | NEW | 新建倉 |
| 22 | ARCH1USD | Arch Resources Inc | +0.7% | NEW | 新建倉 |
| 23 | OSCR | Oscar Health Inc - Class A | +0.7% | NEW | 新建倉 |
| 24 | GM | General Motors Co | +0.6% | NEW | 新建倉 |
| 25 | LMT | Lockheed Martin CORP | +0.6% | +35.14% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.5% | +56.68% | 加碼 |
| 27 | FRO | Frontline plc | +0.5% | NEW | 新建倉 |
| 28 | VZ | Verizon Communications Inc | +0.5% | +102.92% | 加碼 |
| 29 | HD | Home Depot Inc | +0.5% | +49.46% | 加碼 |
| 30 | HIG | Hartford Insurance Group Inc | +0.5% | +64.39% | 加碼 |
| 31 | CI | THE Cigna Group | +0.4% | +60.21% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | +0.3% | +15.05% | 加碼 |
| 33 | NVDA | Nvidia CORP | +0.1% | +20.13% | 加碼 |
| 34 | AAPL | Apple Inc | +0.1% | +5.20% | 加碼 |
| 35 | IRM | Iron Mountain Inc | -0.6% | EXIT | 清倉 |
| 36 | INTU | Intuit Inc | -0.6% | EXIT | 清倉 |
| 37 | ADBE | Adobe Inc | -0.6% | EXIT | 清倉 |
| 38 | KO | The Coca-Cola Company | -0.6% | -68.50% | 減碼 |
| 39 | OC | Owens Corning | -0.7% | EXIT | 清倉 |
| 40 | CVX | Chevron CORP | -0.7% | EXIT | 清倉 |
| 41 | CAT | Caterpillar Inc | -0.8% | EXIT | 清倉 |
| 42 | SYK | Stryker CORP | -0.8% | EXIT | 清倉 |
| 43 | STLA | Stellantis N.V. | -0.9% | -72.16% | 減碼 |
| 44 | RTX | Rtx CORP | -0.9% | EXIT | 清倉 |
| 45 | SNA | Snap-on Inc | -1% | EXIT | 清倉 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | -1.1% | EXIT | 清倉 |
| 47 | UNH | Unitedhealth Group Inc | -1.2% | EXIT | 清倉 |
| 48 | MCHP | Microchip Technology Inc | -1.2% | EXIT | 清倉 |
| 49 | GOOGL | Alphabet Inc-cl A | -1.4% | -12.70% | 減碼 |
| 50 | SMCIUSD | Super Micro Computer Inc | -2.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，FCG Investment Co 在 Q3 2024 季度的美股持倉總市值約為 US$3.0億，共申報了 93 個公開持股部位。
在 Q3 2024 季度，FCG Investment Co 按市值排列的前三大核心持股分別為：MSFT (7.9%)、AAPL (7.9%)、NVDA (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
GD
市值: US$250.1萬
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$298.2萬
在 Q3 2024 季度中，FCG Investment Co 共進行了 50 項持倉異動，包含新建倉 20 個部位、加碼 14 個部位、減碼 3 個部位以及清倉 13 個部位。 其中最大新建倉標的為 GD。 本季清倉部位包含 SMCIUSD。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。