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: 0001163902
申報總市值
US$21.7億
US$21.7億
373 檔
14.7%
Foster & Motley Inc 在 Q4 2024 季度的美股部位總計估值為 US$21.7億，分散於 373 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024，Foster & Motley Inc 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 25 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Foster & Motley Inc 的前 5 大核心持股（包含 FNDF, AAPL, SCHF 等）合計佔整體申報市值的 14.7%，反映機構在主要關鍵部位上的權重分佈。
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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 5.60% | — | +7.55% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.02% | +0.18% | +0.11% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.81% | +0.19% | +110.39% | |
| 4 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.79% | -0.29% | +5.32% | |
| 5 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 3.58% | -0.70% | +28.88% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.52% | -0.19% | +0.50% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.13% | +0.12% | +0.24% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.13% | +0.13% | +108.97% | |
| 9 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 2.02% | -0.06% | +9.43% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.06% | -1.78% | |
| 11 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 1.51% | — | -4.21% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.50% | +0.02% | -4.57% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.29% | +0.10% | +2.50% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.24% | -0.01% | +100.78% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.24% | -0.07% | +0.74% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.06% | -5.86% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | +0.43% | |
| 18 | INTF | Ishares International Equity | ETF-其他 | 0.95% | -0.05% | -5.08% | |
| 19 | KR | Kroger Co | 股票-非循環性消費 | 0.95% | -0.27% | -2.58% | |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.91% | +0.03% | +93.83% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.87% | -0.09% | +9.42% | |
| 22 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.84% | +0.01% | -3.54% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.07% | -2.63% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.05% | -1.19% | |
| 25 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.78% | -0.08% | -6.94% | |
| 26 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.74% | -0.09% | -0.88% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | -0.02% | +1.44% | |
| 28 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.69% | -0.03% | -3.27% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.03% | -10.33% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | +0.04% | +1.56% | |
| 31 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.67% | -0.19% | +0.86% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 0.67% | -0.07% | -4.60% | |
| 33 | MCK | Mckesson CORP | 股票-醫療保健 | 0.67% | -0.14% | -3.11% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.22% | -14.46% | |
| 35 | MFC | Manulife Financial CORP | 股票-金融 | 0.65% | -0.03% | -1.21% | |
| 36 | CMI | Cummins Inc | 股票-工業 | 0.62% | +0.03% | -4.13% | |
| 37 | OMC | Omnicom Group | 股票-通訊服務 | 0.61% | -0.17% | -3.02% | |
| 38 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.61% | -0.02% | -0.83% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | -0.06% | -1.00% | |
| 40 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.58% | -0.11% | -0.97% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.08% | -9.73% | |
| 42 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.55% | +0.01% | -2.45% | |
| 43 | UNM | Unum Group | 股票-金融 | 0.55% | +0.04% | +0.94% | |
| 44 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.55% | +0.09% | +0.77% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | +0.06% | +25.53% | |
| 46 | EQH | Equitable Holdings Inc | 股票-金融 | 0.53% | -0.06% | +2.11% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | +0.01% | -2.95% | |
| 48 | PCAR | Paccar Inc | 股票-工業 | 0.52% | -0.09% | -5.77% | |
| 49 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.51% | -0.12% | -3.07% | |
| 50 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.51% | -0.01% | +0.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JMBS | Janus Henderson Mortg Backed | +0.7% | +28.88% | 加碼 |
| 2 | AAPL | Apple Inc | +0.4% | +0.11% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +2.50% | 加碼 |
| 4 | GM | General Motors Co | +0.2% | +91.16% | 加碼 |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +181.36% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +0.43% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +25.53% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.1% | -10.33% | 減碼 |
| 9 | MBB | Ishares Mbs ETF | +0.1% | +79.71% | 加碼 |
| 10 | UNM | Unum Group | +0.1% | +0.94% | 加碼 |
| 11 | IWD | Ishares Russell 1000 Value E | +0.1% | +124.97% | 加碼 |
| 12 | LEMB | Ishares Jp Morgan Em Local C | +0.1% | +619.98% | 加碼 |
| 13 | JBL | Jabil Inc | +0.1% | +0.04% | 加碼 |
| 14 | BND | Vanguard Total Bond Market | +0.1% | +27.17% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +25.17% | 加碼 |
| 16 | MCK | Mckesson CORP | +0.1% | -3.11% | 減碼 |
| 17 | FOXA | Fox CORP - Class A | +0.1% | -0.97% | 減碼 |
| 18 | EQH | Equitable Holdings Inc | +0.1% | +2.11% | 加碼 |
| 19 | SNA | Snap-on Inc | +0.1% | -0.52% | 減碼 |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | +388.77% | 加碼 |
| 21 | RODM | Hartford Multifact Dev Mrkt | 0% | +5.32% | 加碼 |
| 22 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.44% | 加碼 |
| 23 | CMCSA | Comcast Corp-class A | -0.1% | -9.58% | 減碼 |
| 24 | SRVR | Pacer Data & Infrastructure | -0.1% | -3.27% | 減碼 |
| 25 | GD | General Dynamics CORP | -0.1% | -7.51% | 減碼 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -8.90% | 減碼 |
| 27 | JPST | Jpmorgan Ultra-short Income | -0.1% | -27.98% | 減碼 |
| 28 | CVS | Cvs Health CORP | -0.1% | -21.48% | 減碼 |
| 29 | VZ | Verizon Communications Inc | -0.1% | -10.60% | 減碼 |
| 30 | ORCL | Oracle CORP | -0.1% | -5.86% | 減碼 |
| 31 | AFL | Aflac Inc | -0.1% | -4.60% | 減碼 |
| 32 | LEN | Lennar Corp-a | -0.1% | -0.13% | 減碼 |
| 33 | SCHH | Schwab US Reit ETF | -0.1% | +0.74% | 加碼 |
| 34 | BG | Bunge Global SA | -0.1% | -19.39% | 減碼 |
| 35 | SJM | Jm Smucker Co/the | -0.1% | -61.78% | 減碼 |
| 36 | EG | Everest Group, Ltd. | -0.1% | -43.06% | 減碼 |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | +7.55% | 加碼 |
| 38 | SCHF | Schwab Intl Equity ETF | -0.1% | +110.39% | 加碼 |
| 39 | CDW | Cdw Corp/de | -0.1% | -9.69% | 減碼 |
| 40 | INTF | Ishares International Equity | -0.1% | -5.08% | 減碼 |
| 41 | AMGN | Amgen Inc | -0.1% | -1.00% | 減碼 |
| 42 | OMC | Omnicom Group | -0.1% | -3.02% | 減碼 |
| 43 | LYB | LyondellBasell Industries N.V. | -0.1% | -15.82% | 減碼 |
| 44 | PHM | Pultegroup Inc | -0.1% | +0.43% | 加碼 |
| 45 | MCHP | Microchip Technology Inc | -0.1% | -31.39% | 減碼 |
| 46 | AVEM | Avantis Emerging Markets Eq | -0.2% | +0.24% | 加碼 |
| 47 | VNQ | Vanguard Real Estate ETF | -0.2% | -4.57% | 減碼 |
| 48 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.2% | +0.50% | 加碼 |
| 49 | DHI | Dr Horton Inc | -0.2% | -2.45% | 減碼 |
| 50 | HCA | Hca Healthcare Inc | -0.2% | +0.86% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Foster & Motley Inc 在 Q4 2024 季度的美股持倉總市值約為 US$21.7億，共申報了 373 個公開持股部位。
在 Q4 2024 季度，Foster & Motley Inc 按市值排列的前三大核心持股分別為：FNDF (5.6%)、AAPL (4.0%)、SCHF (3.8%)。其中最大持股部位 FNDF 佔據整體投資組合約 5.6% 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。
本季最大獲利了結 / 清倉標的
VNQ
前期市值: US$2650.2萬
在 Q4 2024 季度中，Foster & Motley Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 25 個部位、減碼 25 個部位以及清倉 0 個部位。
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。