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: 0001766509
申報總市值
US$4.9億
US$4.9億
188 檔
17.9%
Fortem Financial Group, LLC 在 Q2 2026 季度的美股部位總計估值為 US$4.9億，分散於 188 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2026 數據顯示 Fortem Financial Group, LLC 積極進場，新開立 22 個部位並同步加碼 84 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 KLAC, DELL, NVDA）累計市值佔比達 17.9%，是驅動 Fortem Financial Group, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | KLAC | Kla CORP | 股票-科技 | 4.13% | -1.41% | +922.71% | |
| 2 | DELL | Dell Technologies -c | 股票-科技 | 4.11% | +1.02% | +3.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.68% | +0.56% | +2.32% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.06% | +0.08% | +3.52% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.85% | -0.81% | +5.24% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 2.75% | -0.63% | +4.02% | |
| 7 | URA | Global X Uranium ETF | ETF-其他 | 2.69% | -0.20% | +0.31% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.56% | +0.03% | -1.29% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.52% | -0.13% | +3.66% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.32% | +0.02% | +6.11% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 2.26% | -0.35% | +1.27% | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.22% | +1.25% | -3.07% | |
| 13 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 2.06% | +0.10% | +1.90% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.96% | +0.02% | +4.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | +0.02% | +3.06% | |
| 16 | CSPF | C&s Pref & Income Active ETF | ETF-其他 | 1.83% | -0.04% | +3.12% | |
| 17 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.81% | -0.05% | +0.16% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.74% | +0.11% | +2.56% | |
| 19 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.63% | — | +17.06% | |
| 20 | EME | Emcor Group Inc | 股票-工業 | 1.63% | -0.10% | +4.22% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 1.60% | +0.22% | -0.18% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.50% | — | +9.41% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 1.44% | -0.01% | +239.99% | |
| 24 | TER | Teradyne Inc | 股票-科技 | 1.40% | -0.18% | +7.76% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | +0.56% | +5.90% | |
| 26 | CMI | Cummins Inc | 股票-工業 | 1.10% | -0.28% | -1.20% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 1.09% | +0.06% | +6.65% | |
| 28 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.06% | -0.01% | +11.42% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | +0.31% | +4.98% | |
| 30 | PAVE | Global X US Infrastructure | ETF-其他 | 1.00% | -0.10% | +0.23% | |
| 31 | TPR | Tapestry Inc | 股票-循環性消費 | 0.93% | -0.17% | +7.50% | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 0.93% | +0.25% | +5.84% | |
| 33 | GEV | GE Vernova Inc | 股票-工業 | 0.92% | -0.16% | +161.05% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.91% | -0.04% | -1.09% | |
| 35 | NLY | Annaly Capital Management In | 股票-房地產 | 0.90% | -0.12% | +1.45% | |
| 36 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.84% | -0.11% | +7.03% | |
| 37 | SAMT | Strategas Macro Them Opps | ETF-其他 | 0.82% | -0.06% | +1.53% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.81% | -0.01% | +3.97% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.01% | +275.63% | |
| 40 | GVLE | Gs Value Opportunities ETF | ETF-其他 | 0.69% | +0.01% | +0.76% | |
| 41 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.68% | -0.24% | +6.27% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.67% | +0.17% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | +0.03% | -7.21% | |
| 44 | PNW | Pinnacle West Capital | 股票-公用事業 | 0.62% | -0.07% | +6.35% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.62% | +0.26% | +16.18% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.01% | +4.96% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地產 | 0.60% | -0.03% | +0.75% | |
| 48 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.59% | +0.04% | +10.63% | |
| 49 | ET | Energy Transfer LP | 股票-能源 | 0.56% | +0.03% | -7.12% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.02% | -8.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +2.2% | +3.11% | 加碼 |
| 2 | KLAC | Kla CORP | +1.7% | +922.71% | 加碼 |
| 3 | MU | Micron Technology Inc | +1.3% | +239.99% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +1.3% | +5.24% | 加碼 |
| 5 | LRCX | Lam Research CORP | +1.1% | +4.02% | 加碼 |
| 6 | ANET | Arista Networks Inc | +0.7% | NEW | 新建倉 |
| 7 | GEV | GE Vernova Inc | +0.6% | +161.05% | 加碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.6% | +275.63% | 加碼 |
| 9 | RDDT | Reddit Inc-cl A | +0.5% | NEW | 新建倉 |
| 10 | TER | Teradyne Inc | +0.4% | +7.76% | 加碼 |
| 11 | ROKU | Roku Inc | +0.4% | NEW | 新建倉 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.88% | 加碼 |
| 13 | APH | Amphenol Corp-cl A | +0.3% | +9.41% | 加碼 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +16.18% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +6.11% | 加碼 |
| 16 | AMD | Advanced Micro Devices | +0.2% | -6.61% | 減碼 |
| 17 | RIG | Transocean Ltd. | +0.2% | NEW | 新建倉 |
| 18 | INTC | Intel CORP | +0.2% | -1.98% | 減碼 |
| 19 | ✓ | +0.2% | NEW | 新建倉 | |
| 20 | BE | Bloom Energy Corp- A | +0.1% | +0.61% | 加碼 |
| 21 | ARM | Arm Holdings Plc-adr | +0.1% | -26.78% | 減碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +0.68% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | -0.34% | 減碼 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | -2.99% | 減碼 |
| 25 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | 新建倉 |
| 26 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建倉 |
| 27 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 28 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | NEW | 新建倉 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.06% | 加碼 |
| 30 | ADI | Analog Devices Inc | +0.1% | +6.65% | 加碼 |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建倉 |
| 32 | IONQ | Ionq Inc | +0.1% | NEW | 新建倉 |
| 33 | AVGO | Broadcom Inc | +0.1% | +3.66% | 加碼 |
| 34 | CMI | Cummins Inc | +0.1% | -1.20% | 減碼 |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | 新建倉 |
| 36 | ✓ | +0.1% | NEW | 新建倉 | |
| 37 | ✓ | +0.1% | NEW | 新建倉 | |
| 38 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | NEW | 新建倉 |
| 39 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建倉 |
| 40 | WELL | Welltower Inc | +0.1% | NEW | 新建倉 |
| 41 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | 新建倉 |
| 42 | APLD | Applied Digital CORP | +0.1% | NEW | 新建倉 |
| 43 | MCD | Mcdonald's CORP | 0% | +65.48% | 加碼 |
| 44 | GLW | Corning Inc | 0% | -2.34% | 減碼 |
| 45 | ZION | Zions Bancorp NA | 0% | NEW | 新建倉 |
| 46 | IWF | Ishares Russell 1000 Growth | 0% | NEW | 新建倉 |
| 47 | LLY | Eli Lilly & Co | 0% | +1.41% | 加碼 |
| 48 | LMT | Lockheed Martin CORP | 0% | +126.61% | 加碼 |
| 49 | CAH | Cardinal Health Inc | 0% | +11.42% | 加碼 |
| 50 | HWM | Howmet Aerospace Inc | 0% | +7.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fortem Financial Group, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$4.9億，共申報了 188 個公開持股部位。
在 Q2 2026 季度，Fortem Financial Group, LLC 按市值排列的前三大核心持股分別為：KLAC (4.1%)、DELL (4.1%)、NVDA (3.7%)。其中最大持股部位 KLAC 佔據整體投資組合約 4.1% 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
ANET
市值: US$326.9萬
本季最大獲利了結 / 清倉標的
LNG
前期市值: US$289.3萬
在 Q2 2026 季度中，Fortem Financial Group, LLC 共進行了 184 項持倉異動，包含新建倉 22 個部位、加碼 84 個部位、減碼 71 個部位以及清倉 7 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 LNG。
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。