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: 0001179232
申報總市值
US$8.6億
US$8.6億
52 檔
25.9%
Q3 2024 季度申報顯示，Foundation Resource Management Inc 揭露的美股組合總市值為 US$8.6億，涵蓋 52 個不同之權益投資部位。
Foundation Resource Management Inc 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 29 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。
檢視投資組合結構，前 5 大主力部位（包含 TECK, XOM, BRK-B）占據了總市值的 25.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 8.16% | +0.83% | -1.82% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 7.87% | -8.06% | EXIT | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.11% | +0.32% | -0.39% | |
| 4 | NEM | Newmont CORP | 股票-原物料 | 5.83% | -0.67% | -0.40% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 5.47% | -0.93% | -0.21% | |
| 6 | ✓ | 股票-其他 | 4.80% | — | -1.04% | ||
| 7 | VZ | Verizon Communications Inc | 股票-通訊服務 | 4.41% | -0.46% | -0.34% | |
| 8 | ✓ | 股票-其他 | 4.28% | — | -0.99% | ||
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 3.95% | -0.86% | -0.66% | |
| 10 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.69% | -0.12% | +0.29% | |
| 11 | ✓ | 股票-其他 | 2.63% | — | -0.14% | ||
| 12 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 2.57% | +0.25% | -0.14% | |
| 13 | PFE | Pfizer Inc | 股票-醫療保健 | 2.57% | -0.33% | -0.25% | |
| 14 | ✓ | 股票-其他 | 2.43% | — | -0.64% | ||
| 15 | FHI | Federated Hermes Inc | 股票-金融 | 2.38% | -0.03% | -0.16% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.24% | +0.29% | -0.21% | |
| 17 | ABX | Barrick Gold CORP | 股票-金融 | 2.13% | — | -0.99% | |
| 18 | HPQ | Hp Inc | 股票-科技 | 2.11% | +0.44% | -0.54% | |
| 19 | INTC | Intel CORP | 股票-科技 | 2.00% | -0.11% | +0.21% | |
| 20 | BEN | Franklin Resources Inc | 股票-金融 | 1.82% | +0.70% | +0.20% | |
| 21 | 0VVB | Paramount Global-class B | 股票-其他 | 1.79% | — | -0.97% | |
| 22 | ✓ | 股票-其他 | 1.77% | — | -2.46% | ||
| 23 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.74% | +0.08% | -0.38% | |
| 24 | ✓ | 股票-其他 | 1.41% | — | -1.38% | ||
| 25 | L | Loews CORP | 股票-金融 | 1.39% | +0.12% | -1.94% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.33% | -0.06% | -0.27% | |
| 27 | TRC | Tejon Ranch Co | 股票-其他 | 1.32% | +0.03% | -0.56% | |
| 28 | DG | Dollar General CORP | 股票-非循環性消費 | 1.27% | +0.04% | — | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.26% | +0.02% | +0.06% | |
| 30 | PBT | Permian Basin Royalty Trust | 股票-其他 | 1.23% | +0.29% | -1.62% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | — | -0.25% | |
| 32 | CVE | Cenovus Energy Inc | 股票-能源 | 1.11% | -0.05% | +1.38% | |
| 33 | ✓ | 股票-其他 | 1.09% | — | +0.42% | ||
| 34 | PKE | Park Aerospace CORP | 股票-其他 | 0.94% | +0.67% | +0.44% | |
| 35 | APA | Apa CORP | 股票-能源 | 0.57% | -0.24% | +1.42% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | +0.04% | — | |
| 37 | ✓ | 股票-其他 | 0.52% | — | +1.39% | ||
| 38 | ✓ | 股票-其他 | 0.52% | — | +3.82% | ||
| 39 | EAFEUR | Graftech International LTD | 股票-其他 | 0.38% | — | +1.31% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.24% | — | — | |
| 41 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 0.13% | — | +2.96% | |
| 42 | RIG | Transocean Ltd. | 股票-能源 | 0.13% | -0.03% | -0.95% | |
| 43 | ✓ | 股票-其他 | 0.12% | — | — | ||
| 44 | GLT1EUR | Glatfelter CORP | 股票-其他 | 0.12% | — | -1.69% | |
| 45 | ✓ | 股票-其他 | 0.10% | — | — | ||
| 46 | CB | Chubb Limited | 股票-金融 | 0.09% | — | — | |
| 47 | IMO | Imperial Oil LTD | 股票-能源 | 0.08% | -0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.05% | +0.01% | — | |
| 49 | EMN | Eastman Chemical Co | 股票-原物料 | 0.04% | — | — | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.03% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +1.3% | NEW | 新建倉 |
| 2 | NEM | Newmont CORP | +1.1% | -0.40% | 減碼 |
| 3 | AEM | Agnico Eagle Mines LTD | +0.6% | -0.66% | 減碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -0.39% | 減碼 |
| 5 | GILD | Gilead Sciences Inc | +0.4% | +0.29% | 加碼 |
| 6 | ABEV | Ambev Sa-adr | +0.3% | -0.14% | 減碼 |
| 7 | SNY | Sanofi-adr | +0.3% | — | 減碼 |
| 8 | TECK | Teck Resources Ltd-cls B | +0.3% | -1.82% | 減碼 |
| 9 | ABX | Barrick Gold CORP | +0.3% | -0.99% | 減碼 |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +0.06% | 加碼 |
| 11 | VZ | Verizon Communications Inc | +0.2% | -0.34% | 減碼 |
| 12 | FHI | Federated Hermes Inc | +0.2% | -0.16% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -0.25% | 減碼 |
| 14 | EAFEUR | Graftech International LTD | +0.1% | +1.31% | 加碼 |
| 15 | KHC | Kraft Heinz Co/the | +0.1% | -0.38% | 減碼 |
| 16 | CNH | CNH Industrial N.V. | +0.1% | — | 加碼 |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 18 | WMT | Walmart Inc | 0% | — | 不變 |
| 19 | RTX | Rtx CORP | 0% | NEW | 新建倉 |
| 20 | AGI | Alamos Gold Inc-class A | 0% | +2.96% | 加碼 |
| 21 | GLT1EUR | Glatfelter CORP | 0% | -1.69% | 減碼 |
| 22 | L | Loews CORP | 0% | -1.94% | 減碼 |
| 23 | PBT | Permian Basin Royalty Trust | 0% | -1.62% | 減碼 |
| 24 | TRV | Travelers Cos Inc/the | 0% | — | 不變 |
| 25 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 26 | PFE | Pfizer Inc | — | -0.25% | 減碼 |
| 27 | CB | Chubb Limited | — | — | 不變 |
| 28 | MUR | Murphy Oil CORP | 0% | — | 不變 |
| 29 | TRC | Tejon Ranch Co | 0% | -0.56% | 減碼 |
| 30 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
| 31 | HPQ | Hp Inc | 0% | -0.54% | 減碼 |
| 32 | 0VVB | Paramount Global-class B | 0% | -0.97% | 減碼 |
| 33 | RIG | Transocean Ltd. | 0% | -0.95% | 減碼 |
| 34 | PKE | Park Aerospace CORP | -0.1% | +0.44% | 加碼 |
| 35 | DVN | Devon Energy CORP | -0.1% | — | 加碼 |
| 36 | OVV | Ovintiv Inc | -0.1% | — | 加碼 |
| 37 | APA | Apa CORP | -0.1% | +1.42% | 加碼 |
| 38 | PSX | Phillips 66 | -0.2% | -0.27% | 減碼 |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -1.09% | 減碼 |
| 40 | CVE | Cenovus Energy Inc | -0.2% | +1.38% | 加碼 |
| 41 | BEN | Franklin Resources Inc | -0.3% | +0.20% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.3% | -0.21% | 減碼 |
| 43 | MOS | Mosaic Co/the | -0.3% | — | 減碼 |
| 44 | TEN | Tsakos Energy Navigation Limited | -0.3% | — | 減碼 |
| 45 | CCJ | Cameco CORP | -0.3% | — | 減碼 |
| 46 | CVX | Chevron CORP | -0.6% | -0.21% | 減碼 |
| 47 | GLW | Corning Inc | -0.6% | EXIT | 清倉 |
| 48 | COP | Conocophillips | -0.7% | — | 減碼 |
| 49 | INTC | Intel CORP | -0.7% | +0.21% | 加碼 |
| 50 | ABBV | Abbvie Inc | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Foundation Resource Management Inc 在 Q3 2024 季度的美股持倉總市值約為 US$8.6億，共申報了 52 個公開持股部位。
在 Q3 2024 季度，Foundation Resource Management Inc 按市值排列的前三大核心持股分別為：TECK (8.2%)、XOM (7.9%)、BRK-B (7.1%)。其中最大持股部位 TECK 佔據整體投資組合約 8.2% 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
DG
市值: US$824.7萬
本季最大獲利了結 / 清倉標的
ABBV
前期市值: US$674.9萬
在 Q3 2024 季度中，Foundation Resource Management Inc 共進行了 43 項持倉異動，包含新建倉 2 個部位、加碼 12 個部位、減碼 27 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DG。 本季清倉部位包含 ABBV。
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。