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
387 檔
17.7%
根據最新整理的 13F 季度數據集，Foster & Motley Inc 於 Q4 2025 結束時的管理資產規模為 US$21.7億。該機構在本季度申報了 387 檔美股持倉，呈現出該時期的主要投資地圖。
Foster & Motley Inc 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 2 個全新部位及加碼 21 檔持股的同時，亦同步清倉 1 檔並減碼 26 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 FNDF, JMBS, SCHF）占據了總市值的 17.7%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 387 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 | 6.01% | — | -0.24% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 4.41% | -0.70% | +5.09% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.97% | +0.19% | +0.02% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.57% | +0.18% | -1.83% | |
| 5 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 2.60% | -0.29% | -33.23% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.43% | -0.19% | -1.14% | |
| 7 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 2.20% | -0.06% | +0.93% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.19% | +0.12% | -0.97% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.06% | +7.82% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.85% | +0.10% | -6.28% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.50% | +0.13% | -4.40% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.50% | -0.09% | +7.26% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.36% | +0.02% | +5.61% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.28% | -0.01% | +6.23% | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 1.26% | +0.48% | — | |
| 16 | TPYP | Tortoise North American Pipe | ETF-其他 | 1.23% | -0.15% | +1.19% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | +0.04% | +25.26% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.08% | -0.07% | +0.49% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +0.06% | +6.25% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | -3.44% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | -0.09% | +2.32% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.81% | +0.03% | -0.63% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.07% | -1.58% | |
| 24 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.78% | +0.01% | +2.73% | |
| 25 | INTF | Ishares International Equity | ETF-其他 | 0.78% | -0.05% | -3.15% | |
| 26 | KR | Kroger Co | 股票-非循環性消費 | 0.75% | -0.27% | -1.71% | |
| 27 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.74% | -0.09% | -1.34% | |
| 28 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.74% | -0.19% | -8.96% | |
| 29 | JBL | Jabil Inc | 股票-科技 | 0.72% | +0.13% | -2.58% | |
| 30 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.71% | -0.11% | -0.81% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.69% | +0.22% | +0.16% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | +0.04% | -3.03% | |
| 33 | TNL | Travel + Leisure Co | 股票-循環性消費 | 0.66% | +0.01% | +11.49% | |
| 34 | CMI | Cummins Inc | 股票-工業 | 0.62% | +0.03% | -5.93% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.06% | -14.91% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 0.60% | -0.14% | -8.97% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | -0.06% | -0.12% | |
| 38 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.57% | -0.03% | +0.65% | |
| 39 | GM | General Motors Co | 股票-循環性消費 | 0.55% | -0.04% | +1.77% | |
| 40 | MFC | Manulife Financial CORP | 股票-金融 | 0.53% | -0.03% | -11.56% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.52% | -0.23% | +3.15% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | -0.05% | -1.97% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | +0.01% | -2.47% | |
| 44 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.51% | -0.08% | -5.99% | |
| 45 | UNM | Unum Group | 股票-金融 | 0.51% | +0.04% | -1.82% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | -0.05% | +5.28% | |
| 47 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 0.51% | -0.07% | +5.09% | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | -0.45% | +3.02% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | +0.03% | +10.03% | |
| 50 | AFL | Aflac Inc | 股票-金融 | 0.50% | -0.07% | -7.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | -6.28% | 減碼 |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | -0.24% | 減碼 |
| 3 | BND | Vanguard Total Bond Market | +0.2% | +25.26% | 加碼 |
| 4 | JMBS | Janus Henderson Mortg Backed | +0.2% | +5.09% | 加碼 |
| 5 | TNL | Travel + Leisure Co | +0.2% | +11.49% | 加碼 |
| 6 | GM | General Motors Co | +0.1% | +1.77% | 加碼 |
| 7 | AAPL | Apple Inc | +0.1% | -1.83% | 減碼 |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +31.11% | 加碼 |
| 9 | MUNI | Pimco Intermediate Municipal | +0.1% | +36.73% | 加碼 |
| 10 | FOXA | Fox CORP - Class A | +0.1% | -0.81% | 減碼 |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.02% | 加碼 |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +7.26% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | +64.79% | 加碼 |
| 14 | AMGN | Amgen Inc | +0.1% | -0.12% | 減碼 |
| 15 | FMB | First Trust Managed Municipa | +0.1% | +33.44% | 加碼 |
| 16 | CRUS | Cirrus Logic Inc | +0.1% | +139.63% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.16% | 加碼 |
| 18 | CMI | Cummins Inc | +0.1% | -5.93% | 減碼 |
| 19 | UGI | Ugi CORP | +0.1% | +13.92% | 加碼 |
| 20 | EYLD | Cambria Emerg Shrhldr Yield | +0.1% | +0.93% | 加碼 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.25% | 加碼 |
| 22 | BYD | Boyd Gaming CORP | +0.1% | +19.78% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.1% | -0.90% | 減碼 |
| 24 | IWD | Ishares Russell 1000 Value E | +0.1% | +10.03% | 加碼 |
| 25 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.86% | 減碼 |
| 26 | LEMB | Ishares Jp Morgan Em Local C | +0.1% | +11.96% | 加碼 |
| 27 | CAH | Cardinal Health Inc | +0.1% | -6.94% | 減碼 |
| 28 | PAAA | Pgim Aaa Clo ETF | +0.1% | +98.06% | 加碼 |
| 29 | SCHP | Schwab U.s. Tips ETF | 0% | +6.23% | 加碼 |
| 30 | SRVR | Pacer Data & Infrastructure | -0.1% | +0.65% | 加碼 |
| 31 | CDW | Cdw Corp/de | -0.1% | -20.15% | 減碼 |
| 32 | EEM | Ishares Msci Emerging Market | -0.1% | -60.31% | 減碼 |
| 33 | DGX | Quest Diagnostics Inc | -0.1% | -20.42% | 減碼 |
| 34 | DKS | Dick's Sporting Goods Inc | -0.1% | -10.71% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -16.17% | 減碼 |
| 36 | EOG | Eog Resources Inc | -0.1% | -16.26% | 減碼 |
| 37 | KR | Kroger Co | -0.1% | -1.71% | 減碼 |
| 38 | OC | Owens Corning | -0.1% | -7.94% | 減碼 |
| 39 | PHM | Pultegroup Inc | -0.1% | -6.81% | 減碼 |
| 40 | SCHR | Schwab Intermediate-term US | -0.1% | -4.40% | 減碼 |
| 41 | DHI | Dr Horton Inc | -0.1% | -3.65% | 減碼 |
| 42 | HPQ | Hp Inc | -0.1% | -22.82% | 減碼 |
| 43 | URI | United Rentals Inc | -0.1% | -4.88% | 減碼 |
| 44 | META | Meta Platforms Inc-class A | -0.1% | -1.58% | 減碼 |
| 45 | EFA | Ishares Msci Eafe ETF | -0.3% | -50.12% | 減碼 |
| 46 | ORCL | Oracle CORP | -0.4% | -14.91% | 減碼 |
| 47 | RODM | Hartford Multifact Dev Mrkt | -1.2% | -33.23% | 減碼 |
| 48 | AVDE | Avantis International Equity | — | NEW | 新建倉 |
| 49 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Foster & Motley Inc 在 Q4 2025 季度的美股持倉總市值約為 US$21.7億，共申報了 387 個公開持股部位。
在 Q4 2025 季度，Foster & Motley Inc 按市值排列的前三大核心持股分別為：FNDF (6.0%)、JMBS (4.4%)、SCHF (4.0%)。其中最大持股部位 FNDF 佔據整體投資組合約 6.0% 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
AVDE
市值: US$2371.6萬
本季最大獲利了結 / 清倉標的
TTEN
前期市值: US$205.6萬
在 Q4 2025 季度中，Foster & Motley Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AVDE。 本季清倉部位包含 TTEN。
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。