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: 0001585828
申報總市值
US$6.7億
US$6.7億
77 檔
40.7%
截至 Q3 2024 季度末，Founders Capital Management, LLC 的美股持倉估值約為 US$6.7億，全數申報部位共有 77 檔。
在 Q3 2024，Founders Capital Management, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 32 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Founders Capital Management, LLC 的前 5 大持股（包含 GOOG, BRK-B, META）貢獻了組合市值的 40.7%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 13.30% | +2.45% | -1.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.37% | -0.56% | -0.74% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 9.70% | -0.92% | -1.35% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 9.22% | -0.63% | -0.07% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.70% | +0.05% | -1.85% | |
| 6 | FDX | Fedex CORP | 股票-工業 | 3.41% | -0.81% | -0.20% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.36% | +0.08% | -1.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.94% | +0.71% | +1.74% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.91% | -0.01% | -0.96% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 2.72% | -0.10% | -2.82% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.63% | +0.12% | -0.03% | |
| 12 | CSX | Csx CORP | 股票-工業 | 2.52% | +0.13% | -0.88% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.27% | -0.44% | -0.96% | |
| 14 | UNP | Union Pacific CORP | 股票-工業 | 2.08% | +0.03% | -0.25% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.70% | -0.05% | -0.50% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.63% | -0.20% | +4.80% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.56% | -0.33% | -2.61% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.45% | -0.12% | -1.96% | |
| 19 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.41% | -0.26% | -0.68% | |
| 20 | KMX | Carmax Inc | 股票-循環性消費 | 1.40% | — | -11.00% | |
| 21 | GD | General Dynamics CORP | 股票-工業 | 1.39% | -0.09% | -0.54% | |
| 22 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.36% | +0.06% | — | |
| 23 | UPS | United Parcel Service-cl B | 股票-工業 | 1.19% | -0.02% | +54.40% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.15% | -0.14% | -0.18% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | +0.20% | — | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 1.12% | -0.07% | -0.45% | |
| 27 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.95% | — | -1.20% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.80% | +0.04% | -1.40% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.05% | -1.95% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.61% | -0.05% | -2.01% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | -0.09% | -2.62% | |
| 32 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.54% | -0.01% | — | |
| 33 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.52% | -0.06% | -1.88% | |
| 34 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.51% | -0.01% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | — | |
| 36 | MTB | M & T Bank CORP | 股票-金融 | 0.46% | -0.02% | — | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.20% | -0.44% | |
| 38 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.40% | +0.03% | — | |
| 39 | QRVO | Qorvo Inc | 股票-科技 | 0.28% | — | — | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.28% | -0.06% | -0.15% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.13% | +506.55% | |
| 42 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.22% | -0.01% | -1.98% | |
| 43 | FLG 6 11-01-51債券 | Flagstar Bank NA | 債券 | 0.21% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.20% | -0.02% | -2.90% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.20% | +0.02% | — | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.18% | -0.03% | — | |
| 47 | SAM | Boston Beer Company Inc-a | 股票-非循環性消費 | 0.15% | -0.03% | — | |
| 48 | CI | THE Cigna Group | 股票-醫療保健 | 0.14% | -0.01% | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.12% | -0.01% | — | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.12% | -0.01% | +1.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | -0.74% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +0.7% | -1.35% | 減碼 |
| 3 | UPS | United Parcel Service-cl B | +0.4% | +54.40% | 加碼 |
| 4 | AXP | American Express Co | +0.4% | -1.85% | 減碼 |
| 5 | HD | Home Depot Inc | +0.3% | -2.82% | 減碼 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | -2.61% | 減碼 |
| 7 | SWK | Stanley Black & Decker Inc | +0.2% | -1.20% | 減碼 |
| 8 | CVX | Chevron CORP | +0.2% | +506.55% | 加碼 |
| 9 | LOW | Lowe's Cos Inc | +0.2% | -0.18% | 減碼 |
| 10 | AAPL | Apple Inc | +0.2% | -1.67% | 減碼 |
| 11 | KO | Coca-cola Co/the | +0.1% | -0.50% | 減碼 |
| 12 | CMCSA | Comcast Corp-class A | +0.1% | +4.80% | 加碼 |
| 13 | MHK | Mohawk Industries Inc | +0.1% | — | 不變 |
| 14 | UNP | Union Pacific CORP | +0.1% | -0.25% | 減碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | -1.40% | 減碼 |
| 16 | MTB | M & T Bank CORP | +0.1% | — | 不變 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.03% | 減碼 |
| 18 | ORCL | Oracle CORP | 0% | -0.15% | 減碼 |
| 19 | VONE | Vanguard Russell 1000 | 0% | — | 不變 |
| 20 | JNJ | Johnson & Johnson | 0% | -1.95% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | 0% | -0.44% | 減碼 |
| 22 | KHC | Kraft Heinz Co/the | 0% | — | 不變 |
| 23 | FLG 6 11-01-51債券 | Flagstar Bank NA | 0% | — | 不變 |
| 24 | RTX | Rtx CORP | 0% | — | 不變 |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | — | 不變 |
| 26 | ABT | Abbott Laboratories | 0% | -2.62% | 減碼 |
| 27 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | — | 不變 |
| 28 | UNH | Unitedhealth Group Inc | 0% | — | 不變 |
| 29 | MDT | Medtronic plc | 0% | +1.37% | 加碼 |
| 30 | WMT | Walmart Inc | 0% | -0.80% | 減碼 |
| 31 | PNC | Pnc Financial Services Group | 0% | -0.97% | 減碼 |
| 32 | GD | General Dynamics CORP | — | -0.54% | 減碼 |
| 33 | SYK | Stryker CORP | — | -2.01% | 減碼 |
| 34 | AMGN | Amgen Inc | 0% | -0.45% | 減碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不變 |
| 36 | MCK | Mckesson CORP | 0% | — | 不變 |
| 37 | CSX | Csx CORP | 0% | -0.88% | 減碼 |
| 38 | MRNA | Moderna Inc | 0% | — | 不變 |
| 39 | PEP | Pepsico Inc | 0% | -0.96% | 減碼 |
| 40 | BAC | Bank Of America CORP | 0% | -32.70% | 減碼 |
| 41 | MKL | Markel Group Inc | -0.1% | -27.82% | 減碼 |
| 42 | QRVO | Qorvo Inc | -0.1% | — | 不變 |
| 43 | DIS | Walt Disney Co/the | -0.1% | -1.96% | 減碼 |
| 44 | KMX | Carmax Inc | -0.1% | -11.00% | 減碼 |
| 45 | INTC | Intel CORP | -0.2% | -72.59% | 減碼 |
| 46 | WFC | Wells Fargo & Co | -0.3% | -0.96% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.74% | 加碼 |
| 48 | FDX | Fedex CORP | -0.5% | -0.20% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | -0.07% | 減碼 |
| 50 | GOOG | Alphabet Inc-cl C | -2.1% | -1.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Founders Capital Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$6.7億，共申報了 77 個公開持股部位。
在 Q3 2024 季度，Founders Capital Management, LLC 按市值排列的前三大核心持股分別為：GOOG (13.3%)、BRK-B (11.4%)、META (9.7%)。其中最大持股部位 GOOG 佔據整體投資組合約 13.3% 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
GOOG
前期市值: US$8548.3萬
在 Q3 2024 季度中，Founders Capital Management, LLC 共進行了 37 項持倉異動，包含新建倉 0 個部位、加碼 5 個部位、減碼 32 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。