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
73 檔
42.2%
Founders Capital Management, LLC 在 Q4 2024 季度的美股部位總計估值為 US$6.7億，分散於 73 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Founders Capital Management, LLC 於 Q4 2024 季度持續回收資金，對 26 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 GOOG, BRK-B, META）累計市值佔比達 42.2%，是驅動 Founders Capital Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 15.26% | +2.45% | -0.34% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.28% | -0.56% | -0.29% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 9.84% | -0.92% | -1.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 9.15% | -0.63% | +0.16% | |
| 5 | AXP | American Express Co | 股票-金融 | 4.02% | +0.05% | -1.86% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 3.63% | -0.01% | -0.71% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.61% | +0.08% | -1.13% | |
| 8 | FDX | Fedex CORP | 股票-工業 | 3.52% | -0.81% | -0.89% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.41% | +0.71% | +0.66% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.84% | +0.12% | +4.38% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 2.52% | -0.10% | -4.72% | |
| 12 | CSX | Csx CORP | 股票-工業 | 2.36% | +0.13% | -0.79% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 2.10% | -0.02% | +88.85% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.04% | -0.44% | -0.67% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.94% | +0.03% | -0.28% | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.68% | -0.12% | -1.28% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.48% | -0.05% | -0.48% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.44% | -0.20% | -2.66% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.41% | +0.06% | — | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.30% | -0.33% | -0.61% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.20% | +1.35% | |
| 22 | GD | General Dynamics CORP | 股票-工業 | 1.19% | -0.09% | -2.70% | |
| 23 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.05% | -0.14% | -1.38% | |
| 24 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.00% | -0.26% | +3.05% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.88% | -0.07% | -4.34% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | +0.04% | -1.61% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | -0.09% | — | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.05% | -0.08% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 0.55% | -0.05% | -10.50% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.20% | +1.43% | |
| 31 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.51% | -0.01% | -2.59% | |
| 32 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.50% | -0.01% | +10.40% | |
| 33 | MTB | M & T Bank CORP | 股票-金融 | 0.49% | -0.02% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | — | |
| 35 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.48% | -0.06% | — | |
| 36 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.30% | +0.03% | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.29% | -0.13% | +11.22% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.06% | — | |
| 39 | FLG 6 11-01-51債券 | Flagstar Bank NA | 債券 | 0.20% | — | -6.98% | |
| 40 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.19% | -0.01% | -6.16% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.19% | -0.02% | -1.93% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.16% | -0.03% | -4.06% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.16% | +0.02% | -5.36% | |
| 44 | SAM | Boston Beer Company Inc-a | 股票-非循環性消費 | 0.16% | -0.03% | — | |
| 45 | MCK | Mckesson CORP | 股票-醫療保健 | 0.15% | -0.06% | +28.58% | |
| 46 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.14% | -0.05% | +0.19% | |
| 47 | MKL | Markel Group Inc | 股票-金融 | 0.12% | -0.01% | -0.73% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.12% | -0.01% | — | |
| 49 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.12% | — | — | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.12% | -0.03% | — |
| # | 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 | +2% | -0.34% | 減碼 |
| 2 | UPS | United Parcel Service-cl B | +0.9% | +88.85% | 加碼 |
| 3 | WFC | Wells Fargo & Co | +0.7% | -0.71% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.66% | 加碼 |
| 5 | AXP | American Express Co | +0.3% | -1.86% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -1.13% | 減碼 |
| 7 | DIS | Walt Disney Co/the | +0.2% | -1.28% | 減碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.38% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -1.93% | 減碼 |
| 10 | FDX | Fedex CORP | +0.1% | -0.89% | 減碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.35% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +1.43% | 加碼 |
| 13 | MCK | Mckesson CORP | +0.1% | +28.58% | 加碼 |
| 14 | VONE | Vanguard Russell 1000 | +0.1% | — | 不變 |
| 15 | WBD | Warner Bros Discovery Inc | 0% | +0.19% | 加碼 |
| 16 | MTB | M & T Bank CORP | 0% | — | 不變 |
| 17 | CVX | Chevron CORP | 0% | +11.22% | 加碼 |
| 18 | AMZN | Amazon.com Inc | 0% | — | 不變 |
| 19 | WBS | Webster Financial CORP | 0% | — | 不變 |
| 20 | WMT | Walmart Inc | 0% | — | 不變 |
| 21 | FLG 6 11-01-51債券 | Flagstar Bank NA | 0% | -6.98% | 減碼 |
| 22 | KHC | Kraft Heinz Co/the | 0% | +10.40% | 加碼 |
| 23 | RTX | Rtx CORP | 0% | -4.06% | 減碼 |
| 24 | MDT | Medtronic plc | 0% | +0.20% | 加碼 |
| 25 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | -2.59% | 減碼 |
| 26 | MRNA | Moderna Inc | 0% | EXIT | 清倉 |
| 27 | CI | THE Cigna Group | 0% | — | 不變 |
| 28 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | -6.16% | 減碼 |
| 29 | QSR | Restaurant Brands Intern | 0% | — | 不變 |
| 30 | UNH | Unitedhealth Group Inc | 0% | -5.36% | 減碼 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.08% | 減碼 |
| 32 | SYK | Stryker CORP | -0.1% | -10.50% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.1% | +0.16% | 加碼 |
| 34 | ABBV | Abbvie Inc | -0.1% | -1.61% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.29% | 減碼 |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -1.38% | 減碼 |
| 37 | MHK | Mohawk Industries Inc | -0.1% | — | 不變 |
| 38 | UNP | Union Pacific CORP | -0.1% | -0.28% | 減碼 |
| 39 | CSX | Csx CORP | -0.2% | -0.79% | 減碼 |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -2.66% | 減碼 |
| 41 | HD | Home Depot Inc | -0.2% | -4.72% | 減碼 |
| 42 | GD | General Dynamics CORP | -0.2% | -2.70% | 減碼 |
| 43 | KO | Coca-cola Co/the | -0.2% | -0.48% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.2% | -0.67% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.2% | -4.34% | 減碼 |
| 46 | LMT | Lockheed Martin CORP | -0.3% | -0.61% | 減碼 |
| 47 | QRVO | Qorvo Inc | -0.3% | EXIT | 清倉 |
| 48 | REGN | Regeneron Pharmaceuticals | -0.4% | +3.05% | 加碼 |
| 49 | SWK | Stanley Black & Decker Inc | -1% | EXIT | 清倉 |
| 50 | KMX | Carmax Inc | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Founders Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.7億，共申報了 73 個公開持股部位。
在 Q4 2024 季度，Founders Capital Management, LLC 按市值排列的前三大核心持股分別為：GOOG (15.3%)、BRK-B (11.3%)、META (9.8%)。其中最大持股部位 GOOG 佔據整體投資組合約 15.3% 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
KMX
前期市值: US$806.3萬
在 Q4 2024 季度中，Founders Capital Management, LLC 共進行了 42 項持倉異動，包含新建倉 0 個部位、加碼 12 個部位、減碼 26 個部位以及清倉 4 個部位。 本季清倉部位包含 KMX。
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。