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: 0001742435
申報總市值
US$14.6億
US$14.6億
421 檔
4.8%
根據最新整理的 13F 季度數據集，FORA Capital, LLC 於 Q3 2024 結束時的管理資產規模為 US$14.6億。該機構在本季度申報了 421 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 FORA Capital, LLC 的板塊替換策略：機構本季推動了 98 筆增持與 102 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 APP, CEG, BA）占據了總市值的 4.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 421 檔）
| # | 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 | APP | Applovin Corp-class A | 股票-科技 | 1.77% | — | +56.09% | |
| 2 | CEG | Constellation Energy | 股票-公用事業 | 1.77% | — | -17.70% | |
| 3 | BA | Boeing Co/the | 股票-工業 | 1.67% | +0.03% | NEW | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.57% | +0.02% | NEW | |
| 5 | CAVA | Cava Group Inc | 股票-循環性消費 | 1.48% | — | +11.54% | |
| 6 | HUM | Humana Inc | 股票-醫療保健 | 1.40% | — | — | |
| 7 | CRM | Salesforce Inc | 股票-科技 | 1.39% | — | +4989.05% | |
| 8 | UPS | United Parcel Service-cl B | 股票-工業 | 1.38% | — | +35.39% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 1.37% | +0.82% | NEW | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.29% | +1.48% | NEW | |
| 11 | PSX | Phillips 66 | 股票-能源 | 1.24% | — | — | |
| 12 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.23% | — | +0.51% | |
| 13 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.19% | -0.04% | +32.27% | |
| 14 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.16% | — | +50.40% | |
| 15 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.03% | — | — | |
| 16 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.02% | — | — | |
| 17 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.02% | — | +51.30% | |
| 18 | MSTR | Strategy Inc | 股票-科技 | 0.98% | — | +1198.00% | |
| 19 | DG | Dollar General CORP | 股票-非循環性消費 | 0.97% | -0.07% | EXIT | |
| 20 | MCK | Mckesson CORP | 股票-醫療保健 | 0.95% | — | +109.90% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | -1.30% | EXIT | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.92% | -0.23% | — | |
| 23 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.89% | — | +66.48% | |
| 24 | FTNT | Fortinet Inc | 股票-科技 | 0.88% | +0.03% | NEW | |
| 25 | PCAR | Paccar Inc | 股票-工業 | 0.88% | -0.36% | EXIT | |
| 26 | CSX | Csx CORP | 股票-工業 | 0.87% | — | — | |
| 27 | LNG | Cheniere Energy Inc | 股票-能源 | 0.86% | — | -19.42% | |
| 28 | DE | Deere & Co | 股票-工業 | 0.86% | -0.61% | EXIT | |
| 29 | AZO | Autozone Inc | 股票-循環性消費 | 0.75% | +0.07% | NEW | |
| 30 | MLM | Martin Marietta Materials | 股票-原物料 | 0.72% | — | +4.21% | |
| 31 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.71% | — | — | |
| 32 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.71% | — | — | |
| 33 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.71% | — | — | |
| 34 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.71% | -0.04% | EXIT | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | — | — | |
| 36 | PPG | Ppg Industries Inc | 股票-原物料 | 0.70% | — | -1.39% | |
| 37 | WM | Waste Management Inc | 股票-工業 | 0.70% | — | +707.45% | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.68% | — | -42.40% | |
| 39 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.68% | — | — | |
| 40 | VLTO | Veralto CORP | 股票-工業 | 0.65% | -0.16% | EXIT | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.64% | — | +46.06% | |
| 42 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.63% | +0.02% | NEW | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.62% | — | — | |
| 44 | CART | Maplebear Inc | 股票-循環性消費 | 0.62% | — | — | |
| 45 | VMC | Vulcan Materials Co | 股票-原物料 | 0.61% | — | +19.93% | |
| 46 | ROP | Roper Technologies Inc | 股票-科技 | 0.60% | — | +395.62% | |
| 47 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.57% | — | +365.54% | |
| 48 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.57% | — | -58.76% | |
| 49 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.56% | — | — | |
| 50 | GWW | Ww Grainger Inc | 股票-工業 | 0.54% | — | -14.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +1.7% | NEW | 新建倉 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.6% | NEW | 新建倉 |
| 3 | HUM | Humana Inc | +1.4% | NEW | 新建倉 |
| 4 | QCOM | Qualcomm Inc | +1.4% | NEW | 新建倉 |
| 5 | CRM | Salesforce Inc | +1.4% | +4989.05% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +1.3% | NEW | 新建倉 |
| 7 | PSX | Phillips 66 | +1.2% | NEW | 新建倉 |
| 8 | CMCSA | Comcast Corp-class A | +1% | NEW | 新建倉 |
| 9 | APP | Applovin Corp-class A | +1% | +56.09% | 加碼 |
| 10 | MPC | Marathon Petroleum CORP | +1% | NEW | 新建倉 |
| 11 | V | Visa Inc-class A Shares | +0.9% | NEW | 新建倉 |
| 12 | CVX | Chevron CORP | +0.9% | NEW | 新建倉 |
| 13 | CSX | Csx CORP | +0.9% | NEW | 新建倉 |
| 14 | DE | Deere & Co | +0.9% | NEW | 新建倉 |
| 15 | DXCM | Dexcom Inc | +0.7% | NEW | 新建倉 |
| 16 | MNST | Monster Beverage CORP | +0.7% | NEW | 新建倉 |
| 17 | KVUE | Kenvue Inc | +0.7% | NEW | 新建倉 |
| 18 | MRK | Merck & Co. Inc. | +0.7% | NEW | 新建倉 |
| 19 | EW | Edwards Lifesciences CORP | +0.7% | NEW | 新建倉 |
| 20 | VLTO | Veralto CORP | +0.7% | NEW | 新建倉 |
| 21 | FTNT | Fortinet Inc | +0.6% | +187.07% | 加碼 |
| 22 | NVO | Novo-nordisk A/s-spons Adr | +0.6% | NEW | 新建倉 |
| 23 | CART | Maplebear Inc | +0.6% | NEW | 新建倉 |
| 24 | WM | Waste Management Inc | +0.6% | +707.45% | 加碼 |
| 25 | DG | Dollar General CORP | +0.6% | +296.68% | 加碼 |
| 26 | WBA | Walgreens Boots Alliance Inc | +0.6% | NEW | 新建倉 |
| 27 | PCG | P G & E CORP | +0.5% | NEW | 新建倉 |
| 28 | ASTS | Ast Spacemobile Inc | +0.5% | NEW | 新建倉 |
| 29 | BHP | Bhp Group Ltd-spon Adr | +0.5% | NEW | 新建倉 |
| 30 | HOOD | Robinhood Markets Inc - A | +0.5% | NEW | 新建倉 |
| 31 | ROP | Roper Technologies Inc | +0.5% | +395.62% | 加碼 |
| 32 | PCVX | Vaxcyte Inc | +0.5% | NEW | 新建倉 |
| 33 | ARM | Arm Holdings Plc-adr | +0.5% | NEW | 新建倉 |
| 34 | CAVA | Cava Group Inc | +0.5% | +11.54% | 加碼 |
| 35 | GEHC | GE Healthcare Technology | +0.4% | +51.30% | 加碼 |
| 36 | STZ | Constellation Brands Inc-a | +0.4% | +365.54% | 加碼 |
| 37 | IOT | Samsara Inc-cl A | +0.4% | NEW | 新建倉 |
| 38 | HON | Honeywell International Inc | +0.4% | NEW | 新建倉 |
| 39 | AME | Ametek Inc | +0.4% | +395.13% | 加碼 |
| 40 | RH | Rh | +0.4% | NEW | 新建倉 |
| 41 | MCK | Mckesson CORP | +0.4% | +109.90% | 加碼 |
| 42 | BIIB | Biogen Inc | +0.4% | NEW | 新建倉 |
| 43 | ELF | Elf Beauty Inc | +0.4% | NEW | 新建倉 |
| 44 | PCAR | Paccar Inc | +0.4% | +92.40% | 加碼 |
| 45 | RIVN | Rivian Automotive Inc-a | +0.4% | NEW | 新建倉 |
| 46 | CF | Cf Industries Holdings Inc | +0.4% | NEW | 新建倉 |
| 47 | VRSK | Verisk Analytics Inc | +0.4% | NEW | 新建倉 |
| 48 | HST | Host Hotels & Resorts Inc | +0.4% | NEW | 新建倉 |
| 49 | MSTR | Strategy Inc | +0.3% | +1198.00% | 加碼 |
| 50 | LUMN | Lumen Technologies Inc | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，FORA Capital, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$14.6億，共申報了 421 個公開持股部位。
在 Q3 2024 季度，FORA Capital, LLC 按市值排列的前三大核心持股分別為：APP (1.8%)、CEG (1.8%)、BA (1.7%)。其中最大持股部位 APP 佔據整體投資組合約 1.8% 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
BA
市值: US$1419.2萬
本季最大獲利了結 / 清倉標的
ADI
前期市值: US$1368.2萬
在 Q3 2024 季度中，FORA Capital, LLC 共進行了 200 項持倉異動，包含新建倉 73 個部位、加碼 25 個部位、減碼 18 個部位以及清倉 84 個部位。 其中最大新建倉標的為 BA。 本季清倉部位包含 ADI。
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。