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
484 檔
5.8%
截至 Q1 2025 季度末，FORA Capital, LLC 的美股持倉估值約為 US$14.6億，全數申報部位共有 484 檔。
觀察 Q1 2025 的申報異動，FORA Capital, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 141 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 ORCL, CSCO, MSFT）占據了總市值的 5.8%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 484 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 | ORCL | Oracle CORP | 股票-科技 | 1.76% | -1.70% | EXIT | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 1.75% | +1.48% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -1.35% | — | |
| 4 | GEV | GE Vernova Inc | 股票-工業 | 1.68% | — | — | |
| 5 | MRVL | Marvell Technology Inc | 股票-科技 | 1.55% | +0.70% | NEW | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.23% | +169.44% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | +0.04% | NEW | |
| 8 | TGT | Target CORP | 股票-循環性消費 | 1.39% | — | — | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 1.21% | -0.24% | +139.75% | |
| 10 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.11% | -0.99% | +40.56% | |
| 11 | UAL | United Airlines Holdings Inc | 股票-工業 | 1.08% | +0.04% | NEW | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 1.01% | — | +1148.74% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.95% | — | -35.40% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.93% | +0.02% | NEW | |
| 15 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.86% | — | +242.74% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.05% | +755.17% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -1.30% | EXIT | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | — | +26.15% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 0.80% | — | -19.87% | |
| 20 | MCHP | Microchip Technology Inc | 股票-科技 | 0.79% | — | -34.08% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 0.79% | -0.36% | +6.24% | |
| 22 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.77% | -0.36% | EXIT | |
| 23 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.77% | -1.00% | EXIT | |
| 24 | F | Ford Motor Co | 股票-循環性消費 | 0.75% | +0.02% | NEW | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | — | — | |
| 26 | DAL | Delta Air Lines Inc | 股票-工業 | 0.72% | +0.14% | NEW | |
| 27 | CSX | Csx CORP | 股票-工業 | 0.72% | — | — | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 0.70% | +0.39% | — | |
| 29 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.69% | -0.25% | EXIT | |
| 30 | TPR | Tapestry Inc | 股票-循環性消費 | 0.69% | — | — | |
| 31 | SRE | Sempra | 股票-公用事業 | 0.64% | — | — | |
| 32 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.63% | -0.04% | — | |
| 33 | EQIX | Equinix Inc | 股票-房地產 | 0.61% | — | — | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.61% | — | — | |
| 35 | RJF | Raymond James Financial Inc | 股票-金融 | 0.60% | -0.10% | EXIT | |
| 36 | OKTA | Okta Inc | 股票-科技 | 0.60% | — | — | |
| 37 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.60% | +0.04% | NEW | |
| 38 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.59% | — | — | |
| 39 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.57% | — | -42.32% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.57% | +0.66% | — | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.57% | +0.82% | NEW | |
| 42 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.56% | — | — | |
| 43 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.56% | -0.73% | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | — | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.55% | -0.95% | EXIT | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | -0.78% | EXIT | |
| 47 | DOW | Dow Inc | 股票-原物料 | 0.55% | — | -17.12% | |
| 48 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.53% | — | -8.77% | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.53% | -0.02% | EXIT | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.52% | +0.51% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TGT | Target CORP | +1% | — | 加碼 |
| 2 | BX | Blackstone Inc | +0.8% | -19.87% | 加碼 |
| 3 | MCHP | Microchip Technology Inc | +0.7% | -34.08% | 加碼 |
| 4 | TPR | Tapestry Inc | +0.7% | — | 加碼 |
| 5 | LMT | Lockheed Martin CORP | +0.6% | +6.24% | 加碼 |
| 6 | HES | Hess CORP | +0.4% | — | 加碼 |
| 7 | TMUS | T-mobile US Inc | +0.4% | — | 加碼 |
| 8 | FISV | Fiserv Inc | +0.4% | — | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.4% | — | 加碼 |
| 10 | ALK | Alaska Air Group Inc | +0.4% | — | 加碼 |
| 11 | ITCIEUR | Intra-cellular Therapies Inc | +0.3% | — | 加碼 |
| 12 | TER | Teradyne Inc | +0.3% | — | 加碼 |
| 13 | ADP | Automatic Data Processing | +0.3% | -8.09% | 加碼 |
| 14 | UTHR | United Therapeutics CORP | +0.3% | +80.39% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | +0.3% | -58.63% | 加碼 |
| 16 | FFIV | F5 Inc | +0.3% | — | 加碼 |
| 17 | CTVA | Corteva Inc | +0.3% | — | 加碼 |
| 18 | WING | Wingstop Inc | +0.3% | +20.69% | 加碼 |
| 19 | EQT | Eqt CORP | +0.2% | +218.48% | 加碼 |
| 20 | GPC | Genuine Parts Co | +0.2% | -21.09% | 加碼 |
| 21 | FSLR | First Solar Inc | +0.2% | +963.97% | 加碼 |
| 22 | CE | Celanese CORP | +0.2% | -16.91% | 加碼 |
| 23 | CSL | Carlisle Cos Inc | +0.2% | -21.33% | 加碼 |
| 24 | CBRE | Cbre Group Inc - A | +0.2% | — | 加碼 |
| 25 | IEX | Idex CORP | +0.2% | — | 加碼 |
| 26 | NTAP | Netapp Inc | +0.2% | — | 加碼 |
| 27 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | -32.08% | 加碼 |
| 28 | WELL | Welltower Inc | +0.1% | — | 加碼 |
| 29 | LOW | Lowe's Cos Inc | +0.1% | -42.32% | 加碼 |
| 30 | CNI | Canadian Natl Railway Co | +0.1% | -19.35% | 加碼 |
| 31 | BDX | Becton Dickinson And Co | +0.1% | — | 加碼 |
| 32 | ROP | Roper Technologies Inc | +0.1% | -61.09% | 加碼 |
| 33 | SBUX | Starbucks CORP | +0.1% | — | 加碼 |
| 34 | V | Visa Inc-class A Shares | -0.2% | — | 減碼 |
| 35 | AMGN | Amgen Inc | -0.4% | -93.82% | 減碼 |
| 36 | SWKS | Skyworks Solutions Inc | -0.4% | -43.43% | 減碼 |
| 37 | IBM | Intl Business Machines CORP | -0.6% | — | 減碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -62.37% | 減碼 |
| 39 | UPS | United Parcel Service-cl B | -0.6% | -24.76% | 減碼 |
| 40 | TSLA | Tesla Inc | -0.8% | -17.23% | 加碼 |
| 41 | ZM | Zoom Communications Inc | -1.2% | -73.40% | 減碼 |
| 42 | AMD | Advanced Micro Devices | -1.3% | -30.72% | 減碼 |
| 43 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 44 | CSCO | Cisco Systems Inc | — | NEW | 新建倉 |
| 45 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 46 | MRVL | Marvell Technology Inc | — | NEW | 新建倉 |
| 47 | CVX | Chevron CORP | — | NEW | 新建倉 |
| 48 | WMT | Walmart Inc | — | NEW | 新建倉 |
| 49 | NOW | Servicenow Inc | — | NEW | 新建倉 |
| 50 | SOFI | Sofi Technologies Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，FORA Capital, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$14.6億，共申報了 484 個公開持股部位。
在 Q1 2025 季度，FORA Capital, LLC 按市值排列的前三大核心持股分別為：ORCL (1.8%)、CSCO (1.8%)、MSFT (1.8%)。其中最大持股部位 ORCL 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
ORCL
市值: US$1735.1萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$749.3萬
在 Q1 2025 季度中，FORA Capital, LLC 共進行了 200 項持倉異動，包含新建倉 107 個部位、加碼 34 個部位、減碼 8 個部位以及清倉 51 個部位。 其中最大新建倉標的為 ORCL。 本季清倉部位包含 AAPL。
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。