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: 0001592613
申報總市值
US$6.3億
US$6.3億
373 檔
26.0%
Q4 2024 季度申報顯示，Formidable Asset Management, LLC 揭露的美股組合總市值為 US$6.3億，涵蓋 373 個不同之權益投資部位。
Formidable Asset Management, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 32 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Formidable Asset Management, LLC 的前 5 大持股（包含 AAPL, PG, KONG）貢獻了組合市值的 26.0%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 373 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 | AAPL | Apple Inc | 股票-科技 | 8.89% | -0.38% | -2.55% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 8.05% | +0.14% | -5.87% | |
| 3 | KONG | Formidable Fortress ETF | ETF-其他 | 3.45% | -0.06% | -5.71% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.64% | -0.20% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | -0.16% | -0.38% | |
| 6 | FORH | Formidable ETF | ETF-其他 | 3.12% | +0.08% | -3.77% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.59% | -0.62% | +2.93% | |
| 8 | CHE | Chemed CORP | 股票-醫療保健 | 1.75% | -0.13% | -9.30% | |
| 9 | XEXGX | Eaton Vance Tax-managed Glob | 股票-其他 | 1.41% | -0.09% | -1.45% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.23% | -0.03% | +0.46% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | -0.10% | -1.02% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | -0.28% | +2.02% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.18% | -0.06% | +15.66% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.05% | -2.11% | |
| 15 | GGN | Gamco Glbl Gold Ntrl Res Inc | 股票-其他 | 1.12% | +0.06% | +1.26% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | +0.34% | -6.92% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.01% | -0.14% | -3.89% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | -0.01% | -1.52% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.02% | -0.79% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | -0.08% | -0.62% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.75% | +0.15% | +0.24% | |
| 22 | ACTG | Acacia Research CORP | 股票-其他 | 0.71% | +0.01% | +1.03% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | -0.08% | -6.47% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | +0.06% | -1.01% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.69% | -0.27% | +10.31% | |
| 26 | FLUX | Flux Power Holdings Inc | 股票-其他 | 0.68% | -0.06% | -5.71% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.09% | -0.46% | |
| 28 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.63% | -0.22% | +91.65% | |
| 29 | XEVTX | Eaton Vance Tax-adv Dvd Inc | 股票-其他 | 0.61% | — | -2.10% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.23% | -5.61% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.53% | -0.13% | -9.41% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | -0.02% | +26.36% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.09% | +0.24% | |
| 34 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.51% | -0.06% | -24.93% | |
| 35 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 0.50% | — | +59.84% | |
| 36 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.49% | — | +22.15% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.49% | +0.11% | -19.80% | |
| 38 | DTH | Wisdomtree International Hig | ETF-其他 | 0.48% | +0.03% | -21.50% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | +0.07% | +0.04% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.06% | +0.31% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | -0.08% | +1.12% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | -0.06% | +73.87% | |
| 43 | MO | Altria Group Inc | 股票-非循環性消費 | 0.44% | +0.10% | -26.01% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.44% | +0.01% | +4.05% | |
| 45 | GWW | Ww Grainger Inc | 股票-工業 | 0.43% | -0.01% | -1.87% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | -0.07% | -3.54% | |
| 47 | DELL | Dell Technologies -c | 股票-科技 | 0.41% | +0.05% | +2.69% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.40% | -0.18% | -10.52% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | -0.10% | -0.25% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | -0.05% | -10.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | -2.55% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.4% | -0.38% | 減碼 |
| 3 | TSLA | Tesla Inc | +0.4% | -3.89% | 減碼 |
| 4 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +91.65% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.46% | 加碼 |
| 6 | IBM | Intl Business Machines CORP | +0.2% | +73.87% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.93% | 加碼 |
| 8 | TDVG | T Rowe Price Dividend Growth | +0.2% | +59.84% | 加碼 |
| 9 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +15.66% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -6.47% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -1.02% | 減碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -2.11% | 減碼 |
| 13 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 14 | SKAA | Skechers USA Inc-cl A | +0.1% | NEW | 新建倉 |
| 15 | NOMD | Nomad Foods Limited | +0.1% | NEW | 新建倉 |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +26.36% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.62% | 減碼 |
| 18 | NICE | Nice LTD - Spon Adr | +0.1% | NEW | 新建倉 |
| 19 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建倉 |
| 20 | SNPS | Synopsys Inc | +0.1% | NEW | 新建倉 |
| 21 | FDL | First Trust Morn Dvd Lead In | +0.1% | +97.95% | 加碼 |
| 22 | PETS | Petmed Express Inc | +0.1% | +394.54% | 加碼 |
| 23 | XEXGX | Eaton Vance Tax-managed Glob | -0.1% | -1.45% | 減碼 |
| 24 | JNJ | Johnson & Johnson | -0.1% | -1.01% | 減碼 |
| 25 | GE | General Electric | -0.1% | -20.27% | 減碼 |
| 26 | NKE | Nike Inc -cl B | -0.1% | -14.84% | 減碼 |
| 27 | SYY | Sysco CORP | -0.1% | -35.46% | 減碼 |
| 28 | NEE | Nextera Energy Inc | -0.1% | +0.24% | 加碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | +2.02% | 加碼 |
| 30 | GGN | Gamco Glbl Gold Ntrl Res Inc | -0.1% | +1.26% | 加碼 |
| 31 | TPL | Texas Pacific Land CORP | -0.1% | -63.96% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.1% | -9.41% | 減碼 |
| 33 | MO | Altria Group Inc | -0.1% | -26.01% | 減碼 |
| 34 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 35 | KONG | Formidable Fortress ETF | -0.1% | -5.71% | 減碼 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -6.92% | 減碼 |
| 37 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -10.52% | 減碼 |
| 38 | AMT | American Tower CORP | -0.1% | -47.70% | 減碼 |
| 39 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -16.48% | 減碼 |
| 40 | HDV | Ishares Core High Dividend E | -0.1% | -19.80% | 減碼 |
| 41 | ATO | Atmos Energy CORP | -0.1% | EXIT | 清倉 |
| 42 | VKTX | Viking Therapeutics Inc | -0.1% | -7.46% | 減碼 |
| 43 | BTI | British American Tob-sp Adr | -0.2% | -58.99% | 減碼 |
| 44 | DTH | Wisdomtree International Hig | -0.2% | -21.50% | 減碼 |
| 45 | NEM | Newmont CORP | -0.2% | -34.44% | 減碼 |
| 46 | JD | Jd.com Inc-adr | -0.3% | -24.93% | 減碼 |
| 47 | FORH | Formidable ETF | -0.4% | -3.77% | 減碼 |
| 48 | CHE | Chemed CORP | -0.4% | -9.30% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.5% | -5.87% | 減碼 |
| 50 | FLUX | Flux Power Holdings Inc | -0.7% | -5.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Formidable Asset Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.3億，共申報了 373 個公開持股部位。
在 Q4 2024 季度，Formidable Asset Management, LLC 按市值排列的前三大核心持股分別為：AAPL (8.9%)、PG (8.1%)、KONG (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.9% 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
BLK
市值: US$84.3萬
本季最大獲利了結 / 清倉標的
ATO
前期市值: US$87.1萬
在 Q4 2024 季度中，Formidable Asset Management, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 12 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 ATO。
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。