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
51 檔
25.9%
在 Q3 2025 的 13F 官方備案中，Foundation Resource Management Inc 管理的美股投資組合規模來到 US$8.6億，整體持股檔數為 51 檔。
Foundation Resource Management Inc 於 Q3 2025 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 22 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Foundation Resource Management Inc 的前 5 大核心持股（包含 BRK-B, NEM, XOM 等）合計佔整體申報市值的 25.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.98% | +0.32% | +0.02% | |
| 2 | NEM | Newmont CORP | 股票-原物料 | 6.94% | -0.67% | -15.55% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.81% | -8.06% | EXIT | |
| 4 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 6.00% | +0.83% | +0.25% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 5.20% | -0.93% | +0.73% | |
| 6 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 5.14% | -0.86% | -30.00% | |
| 7 | DG | Dollar General CORP | 股票-非循環性消費 | 4.21% | +0.04% | +0.59% | |
| 8 | VZ | Verizon Communications Inc | 股票-通訊服務 | 3.93% | -0.46% | +0.98% | |
| 9 | ✓ | 股票-其他 | 3.87% | — | +0.57% | ||
| 10 | PFE | Pfizer Inc | 股票-醫療保健 | 3.31% | -0.33% | +1.22% | |
| 11 | ✓ | 股票-其他 | 3.20% | — | +0.44% | ||
| 12 | FHI | Federated Hermes Inc | 股票-金融 | 2.96% | -0.03% | -0.42% | |
| 13 | ✓ | 股票-其他 | 2.82% | — | +0.38% | ||
| 14 | INTC | Intel CORP | 股票-科技 | 2.57% | -0.11% | +1.38% | |
| 15 | LKQ | Lkq CORP | 股票-循環性消費 | 2.55% | -0.13% | — | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.30% | +0.29% | +1.18% | |
| 17 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 2.21% | +0.25% | +0.84% | |
| 18 | BEN | Franklin Resources Inc | 股票-金融 | 1.94% | +0.70% | +0.67% | |
| 19 | L | Loews CORP | 股票-金融 | 1.82% | +0.12% | -0.83% | |
| 20 | ✓ | 股票-其他 | 1.75% | — | +0.07% | ||
| 21 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.74% | -0.12% | -0.06% | |
| 22 | PBT | Permian Basin Royalty Trust | 股票-其他 | 1.68% | +0.29% | -0.12% | |
| 23 | HPQ | Hp Inc | 股票-科技 | 1.47% | +0.44% | +0.51% | |
| 24 | PKE | Park Aerospace CORP | 股票-其他 | 1.46% | +0.67% | +1.75% | |
| 25 | ✓ | 股票-其他 | 1.44% | — | +0.19% | ||
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.34% | +0.27% | — | |
| 27 | ✓ | 股票-其他 | 1.25% | — | +0.48% | ||
| 28 | PSX | Phillips 66 | 股票-能源 | 1.23% | -0.06% | -0.10% | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.17% | +0.08% | -0.28% | |
| 30 | CVE | Cenovus Energy Inc | 股票-能源 | 1.16% | -0.05% | +1.35% | |
| 31 | ✓ | 股票-其他 | 1.12% | — | +0.70% | ||
| 32 | TRC | Tejon Ranch Co | 股票-其他 | 1.11% | +0.03% | +0.39% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.00% | +0.02% | +0.67% | |
| 34 | ✓ | 股票-其他 | 0.99% | — | +0.55% | ||
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.95% | -0.22% | +1.31% | |
| 36 | APA | Apa CORP | 股票-能源 | 0.80% | -0.24% | +4.28% | |
| 37 | ✓ | 股票-其他 | 0.69% | — | -78.16% | ||
| 38 | ✓ | 股票-其他 | 0.61% | — | +3.39% | ||
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.54% | +0.04% | +25.00% | |
| 40 | ✓ | 股票-其他 | 0.53% | — | +1.24% | ||
| 41 | EAF | Graftech International LTD | 股票-其他 | 0.32% | -0.01% | — | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.26% | — | +5.77% | |
| 43 | ✓ | 股票-其他 | 0.14% | — | — | ||
| 44 | ✓ | 股票-其他 | 0.09% | — | +1.27% | ||
| 45 | IMO | Imperial Oil LTD | 股票-能源 | 0.09% | -0.01% | — | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.09% | — | +5.14% | |
| 47 | RIG | Transocean Ltd. | 股票-能源 | 0.09% | -0.03% | +1.17% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.06% | +0.01% | — | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.04% | +0.01% | — | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.03% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | +1.7% | -15.55% | 減碼 |
| 2 | INTC | Intel CORP | +0.7% | +1.38% | 加碼 |
| 3 | PBT | Permian Basin Royalty Trust | +0.7% | -0.12% | 減碼 |
| 4 | TECK | Teck Resources Ltd-cls B | +0.6% | +0.25% | 加碼 |
| 5 | ✓ | +0.5% | +0.44% | 加碼 | |
| 6 | PKE | Park Aerospace CORP | +0.5% | +1.75% | 加碼 |
| 7 | FHI | Federated Hermes Inc | +0.4% | -0.42% | 減碼 |
| 8 | DG | Dollar General CORP | +0.3% | +0.59% | 加碼 |
| 9 | APA | Apa CORP | +0.2% | +4.28% | 加碼 |
| 10 | BEN | Franklin Resources Inc | +0.2% | +0.67% | 加碼 |
| 11 | ✓ | +0.2% | +0.70% | 減碼 | |
| 12 | CVE | Cenovus Energy Inc | +0.2% | +1.35% | 加碼 |
| 13 | ✓ | +0.1% | +0.19% | 減碼 | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +25.00% | 加碼 |
| 15 | ✓ | 0% | +3.39% | 加碼 | |
| 16 | WMT | Walmart Inc | 0% | +5.77% | 加碼 |
| 17 | ✓ | 0% | — | 不變 | |
| 18 | IMO | Imperial Oil LTD | 0% | — | 不變 |
| 19 | PSX | Phillips 66 | — | -0.10% | 減碼 |
| 20 | RTX | Rtx CORP | — | — | 不變 |
| 21 | L | Loews CORP | -0.1% | -0.83% | 減碼 |
| 22 | ✓ | -0.1% | +1.24% | 加碼 | |
| 23 | ✓ | -0.1% | +0.48% | 減碼 | |
| 24 | TRC | Tejon Ranch Co | -0.1% | +0.39% | 加碼 |
| 25 | AEM | Agnico Eagle Mines LTD | -0.1% | -30.00% | 減碼 |
| 26 | GILD | Gilead Sciences Inc | -0.2% | -0.06% | 減碼 |
| 27 | ✓ | -0.2% | +0.55% | 加碼 | |
| 28 | PFE | Pfizer Inc | -0.3% | +1.22% | 加碼 |
| 29 | ABEV | Ambev Sa-adr | -0.3% | +0.84% | 加碼 |
| 30 | KHC | Kraft Heinz Co/the | -0.3% | -0.28% | 減碼 |
| 31 | MRK | Merck & Co. Inc. | -0.3% | +1.18% | 加碼 |
| 32 | BMY | Bristol-myers Squibb Co | -0.5% | +0.67% | 加碼 |
| 33 | VZ | Verizon Communications Inc | -0.5% | +0.98% | 加碼 |
| 34 | ✓ | -0.5% | +0.07% | 減碼 | |
| 35 | ✓ | -0.8% | +0.57% | 加碼 | |
| 36 | CVX | Chevron CORP | -0.9% | +0.73% | 加碼 |
| 37 | XOM | Exxon Mobil CORP | -1% | +0.56% | 加碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +0.02% | 減碼 |
| 39 | ✓ | -2.9% | -78.16% | 減碼 | |
| 40 | ✓ | — | NEW | 新建倉 | |
| 41 | LKQ | Lkq CORP | — | NEW | 新建倉 |
| 42 | ABX | Barrick Gold CORP | — | EXIT | 清倉 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新建倉 |
| 44 | CSCO | Cisco Systems Inc | — | EXIT | 清倉 |
| 45 | CMCSA | Comcast Corp-class A | — | NEW | 新建倉 |
| 46 | EAF | Graftech International LTD | — | NEW | 新建倉 |
| 47 | EAFEUR | Graftech International LTD | — | EXIT | 清倉 |
| 48 | AGI | Alamos Gold Inc-class A | — | EXIT | 清倉 |
| 49 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 50 | EMN | Eastman Chemical Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Foundation Resource Management Inc 在 Q3 2025 季度的美股持倉總市值約為 US$8.6億，共申報了 51 個公開持股部位。
在 Q3 2025 季度，Foundation Resource Management Inc 按市值排列的前三大核心持股分別為：BRK-B (7.0%)、NEM (6.9%)、XOM (6.8%)。其中最大持股部位 BRK-B 佔據整體投資組合約 7.0% 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
市值: US$1959.6萬
本季最大獲利了結 / 清倉標的
ABX
前期市值: US$1169.6萬
在 Q3 2025 季度中，Foundation Resource Management Inc 共進行了 47 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 14 個部位以及清倉 5 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 ABX。
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。