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: 0001928999
申報總市值
US$2.6億
US$2.6億
201 檔
19.7%
Q4 2024 季度申報顯示，Fortitude Advisory Group L.L.C. 揭露的美股組合總市值為 US$2.6億，涵蓋 201 個不同之權益投資部位。
在 Q4 2024，Fortitude Advisory Group L.L.C. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 14 個部位並完全清倉 17 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Fortitude Advisory Group L.L.C. 的前 5 大持股（包含 NVDA, MSFT, AAPL）貢獻了組合市值的 19.7%，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 201 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 | NVDA | Nvidia CORP | 股票-科技 | 11.49% | -0.51% | -9.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.19% | -0.57% | -0.72% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.49% | -0.10% | -7.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.06% | -0.39% | -0.56% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 3.83% | — | — | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.25% | -0.12% | -1.36% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.32% | +1.69% | +144.46% | |
| 8 | PCAR | Paccar Inc | 股票-工業 | 1.97% | -0.20% | +0.78% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.91% | -0.10% | EXIT | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.82% | -0.27% | -0.15% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.76% | +0.06% | -0.66% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.67% | -0.05% | +1.86% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +0.01% | +1.85% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.59% | -0.12% | +0.49% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.23% | -0.65% | EXIT | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.02% | -7.13% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.07% | +0.09% | +3.27% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.16% | +0.14% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.04% | -0.37% | -8.56% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.93% | -0.05% | -1.50% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.34% | -9.25% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.75% | -0.02% | +206.29% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | -0.05% | +11.54% | |
| 24 | SOUN | Soundhound Ai Inc-a | 股票-科技 | 0.69% | — | +2.26% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | +0.08% | +13.60% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.69% | -0.04% | +9.92% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | — | +0.12% | |
| 28 | HPQ | Hp Inc | 股票-科技 | 0.59% | -0.01% | — | |
| 29 | 8QR | Confluent Inc-class A | 股票-其他 | 0.56% | — | -29.21% | |
| 30 | ALAB | Astera Labs Inc | 股票-科技 | 0.56% | — | — | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.04% | +0.81% | |
| 32 | AGNC | Agnc Investment CORP | 股票-房地產 | 0.54% | -0.10% | +87.55% | |
| 33 | IOT | Samsara Inc-cl A | 股票-科技 | 0.54% | — | -21.29% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.22% | EXIT | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.51% | — | +300.07% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.02% | -5.19% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.13% | -6.61% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.03% | +0.62% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.50% | — | +203.77% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | -0.04% | -13.04% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | +0.04% | +0.22% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.46% | +0.02% | -6.02% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.44% | -0.02% | -4.20% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.02% | -1.93% | |
| 45 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.40% | +0.21% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.39% | +0.10% | +2.15% | |
| 47 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.38% | -0.03% | — | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.38% | -0.02% | -1.14% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.38% | -0.01% | +209.14% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.37% | +0.22% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +3.8% | NEW | 新建倉 |
| 2 | PULS | Pgim Ultra Short Bond ETF | +1.3% | +144.46% | 加碼 |
| 3 | ALAB | Astera Labs Inc | +0.6% | NEW | 新建倉 |
| 4 | SOUN | Soundhound Ai Inc-a | +0.5% | +2.26% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | +1.85% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -1.36% | 減碼 |
| 7 | TSLA | Tesla Inc | +0.3% | -8.56% | 減碼 |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建倉 |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | 新建倉 |
| 10 | SLB | Slb LTD | +0.2% | NEW | 新建倉 |
| 11 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | 新建倉 |
| 12 | AGNC | Agnc Investment CORP | +0.2% | +87.55% | 加碼 |
| 13 | ITA | Ishares U.s. Aerospace & Def | +0.2% | NEW | 新建倉 |
| 14 | MGX | Metagenomi Therapeutics Inc | +0.2% | NEW | 新建倉 |
| 15 | MARA | Mara Holdings Inc | +0.1% | NEW | 新建倉 |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | NEW | 新建倉 |
| 17 | WMT | Walmart Inc | +0.1% | +0.49% | 加碼 |
| 18 | TJX | Tjx Companies Inc | +0.1% | +43.44% | 加碼 |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +50.06% | 加碼 |
| 20 | MS | Morgan Stanley | +0.1% | +0.62% | 加碼 |
| 21 | PCAR | Paccar Inc | 0% | +0.78% | 加碼 |
| 22 | REAX | Real Brokerage Inc/the | -0.1% | -37.86% | 減碼 |
| 23 | KO | Coca-cola Co/the | -0.1% | -19.46% | 減碼 |
| 24 | LMT | Lockheed Martin CORP | -0.1% | -16.01% | 減碼 |
| 25 | PG | Procter & Gamble Co/the | -0.1% | -13.04% | 減碼 |
| 26 | AES | Aes CORP | -0.1% | EXIT | 清倉 |
| 27 | AEP | American Electric Power | -0.1% | EXIT | 清倉 |
| 28 | UMC | United Microelectron-sp Adr | -0.1% | EXIT | 清倉 |
| 29 | CAG | Conagra Brands Inc | -0.1% | EXIT | 清倉 |
| 30 | KMB | Kimberly-clark CORP | -0.1% | EXIT | 清倉 |
| 31 | TGT | Target CORP | -0.1% | EXIT | 清倉 |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清倉 |
| 33 | NWN | Northwest Natural Holding Co | -0.1% | EXIT | 清倉 |
| 34 | AMT | American Tower CORP | -0.1% | -18.01% | 減碼 |
| 35 | AMGN | Amgen Inc | -0.1% | -20.31% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -6.02% | 減碼 |
| 37 | DUK | Duke Energy CORP | -0.1% | EXIT | 清倉 |
| 38 | IEMG | Ishares Core Msci Emerging | -0.1% | EXIT | 清倉 |
| 39 | UNP | Union Pacific CORP | -0.2% | EXIT | 清倉 |
| 40 | QCOM | Qualcomm Inc | -0.2% | -18.62% | 減碼 |
| 41 | VHT | Vanguard Health Care ETF | -0.2% | EXIT | 清倉 |
| 42 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
| 43 | MU | Micron Technology Inc | -0.2% | EXIT | 清倉 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -21.64% | 減碼 |
| 45 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清倉 |
| 46 | ZETA | Zeta Global Holdings Corp-a | -0.2% | -39.66% | 減碼 |
| 47 | IOT | Samsara Inc-cl A | -0.3% | -21.29% | 減碼 |
| 48 | ALB | Albemarle CORP | -0.3% | EXIT | 清倉 |
| 49 | XIFR | Xplr Infrastructure LP | -0.5% | EXIT | 清倉 |
| 50 | MSFT | Microsoft CORP | -0.6% | -0.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fortitude Advisory Group L.L.C. 在 Q4 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 201 個公開持股部位。
在 Q4 2024 季度，Fortitude Advisory Group L.L.C. 按市值排列的前三大核心持股分別為：NVDA (11.5%)、MSFT (7.2%)、AAPL (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 11.5% 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
FLRN
市值: US$634.8萬
本季最大獲利了結 / 清倉標的
XIFR
前期市值: US$76.2萬
在 Q4 2024 季度中，Fortitude Advisory Group L.L.C. 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 9 個部位、減碼 14 個部位以及清倉 17 個部位。 其中最大新建倉標的為 FLRN。 本季清倉部位包含 XIFR。
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。