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
78 檔
45.3%
截至 Q2 2025 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 78 檔。
在 Q2 2025，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 24 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 GOOG, META, BRK-B）占據了總市值的 45.3%，展現出該機構在 Q2 2025 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 13.65% | +2.45% | -1.01% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 11.76% | -0.92% | +0.29% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.69% | -0.56% | -0.33% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 10.41% | -0.63% | -0.40% | |
| 5 | AXP | American Express Co | 股票-金融 | 4.21% | +0.05% | +0.58% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 3.96% | -0.01% | -0.12% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.35% | +0.71% | +5.84% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.82% | +0.12% | -0.59% | |
| 9 | FDX | Fedex CORP | 股票-工業 | 2.69% | -0.81% | -1.93% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.66% | +0.08% | -9.36% | |
| 11 | CSX | Csx CORP | 股票-工業 | 2.29% | +0.13% | -0.35% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 2.15% | -0.10% | -3.91% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.95% | +0.03% | +3.21% | |
| 14 | UPS | United Parcel Service-cl B | 股票-工業 | 1.92% | -0.02% | +8.34% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.88% | -0.44% | +8.49% | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.68% | -0.12% | -4.67% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.60% | -0.05% | -0.11% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.44% | +0.06% | — | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.36% | -0.20% | +0.85% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.28% | +0.20% | — | |
| 21 | GD | General Dynamics CORP | 股票-工業 | 1.23% | -0.09% | -1.64% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 1.18% | -0.33% | -1.56% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 0.90% | -0.07% | -0.24% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.85% | -0.14% | -2.98% | |
| 25 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.74% | -0.26% | +6.95% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | +0.04% | — | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.71% | -0.09% | -0.60% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.05% | -1.52% | |
| 29 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.57% | +0.05% | — | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.20% | -0.36% | |
| 31 | MTB | M & T Bank CORP | 股票-金融 | 0.52% | -0.02% | +4.50% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 0.50% | -0.05% | -14.45% | |
| 33 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.47% | -0.01% | -2.72% | |
| 34 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.47% | -0.06% | -0.28% | |
| 35 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.42% | -0.01% | +3.98% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.06% | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.13% | +18.39% | |
| 38 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.25% | +0.03% | — | |
| 39 | MCK | Mckesson CORP | 股票-醫療保健 | 0.22% | -0.06% | -3.33% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.20% | -0.03% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | -57.34% | |
| 42 | FLG 6 11-01-51債券 | Flagstar Bank NA | 債券 | 0.18% | — | -7.09% | |
| 43 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.18% | -0.01% | -0.11% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | -0.02% | — | |
| 45 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.15% | -0.05% | — | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.14% | — | -2.97% | |
| 47 | CI | THE Cigna Group | 股票-醫療保健 | 0.13% | -0.01% | — | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.12% | — | +24.18% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.12% | -0.01% | — | |
| 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 | MSFT | Microsoft CORP | +1.9% | -0.40% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +1.9% | +0.29% | 加碼 |
| 3 | CNI | Canadian Natl Railway Co | +0.6% | NEW | 新建倉 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | -1.01% | 減碼 |
| 5 | AXP | American Express Co | +0.4% | +0.58% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +5.84% | 加碼 |
| 7 | DIS | Walt Disney Co/the | +0.2% | -4.67% | 減碼 |
| 8 | WFC | Wells Fargo & Co | +0.1% | -0.12% | 減碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | 不變 |
| 10 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | 新建倉 |
| 12 | CSX | Csx CORP | +0.1% | -0.35% | 減碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.59% | 減碼 |
| 14 | VONE | Vanguard Russell 1000 | 0% | — | 不變 |
| 15 | MTB | M & T Bank CORP | 0% | +4.50% | 加碼 |
| 16 | HIG | Hartford Insurance Group Inc | 0% | NEW | 新建倉 |
| 17 | CSCO | Cisco Systems Inc | 0% | -0.36% | 減碼 |
| 18 | PNC | Pnc Financial Services Group | 0% | +24.18% | 加碼 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不變 |
| 20 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 21 | RTX | Rtx CORP | 0% | — | 不變 |
| 22 | AMZN | Amazon.com Inc | 0% | -2.97% | 減碼 |
| 23 | WMT | Walmart Inc | — | — | 不變 |
| 24 | PG | Procter & Gamble Co/the | 0% | — | 不變 |
| 25 | GD | General Dynamics CORP | 0% | -1.64% | 減碼 |
| 26 | GIS | General Mills Inc | 0% | -33.31% | 減碼 |
| 27 | SAM | Boston Beer Company Inc-a | 0% | — | 不變 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 29 | INTC | Intel CORP | 0% | EXIT | 清倉 |
| 30 | ABT | Abbott Laboratories | 0% | -0.60% | 減碼 |
| 31 | MHK | Mohawk Industries Inc | -0.1% | — | 不變 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -1.56% | 減碼 |
| 33 | BAC 7.25 PERP L債券 | Bank Of America CORP | -0.1% | -2.72% | 減碼 |
| 34 | KHC | Kraft Heinz Co/the | -0.1% | +3.98% | 加碼 |
| 35 | SYK | Stryker CORP | -0.1% | -14.45% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -1.52% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -48.07% | 減碼 |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | +0.85% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | -2.98% | 減碼 |
| 40 | KO | Coca-cola Co/the | -0.2% | -0.11% | 減碼 |
| 41 | REGN | Regeneron Pharmaceuticals | -0.2% | +6.95% | 加碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | — | 不變 |
| 43 | UPS | United Parcel Service-cl B | -0.2% | +8.34% | 加碼 |
| 44 | AMGN | Amgen Inc | -0.2% | -0.24% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.2% | +8.49% | 加碼 |
| 46 | IJR | Ishares Core S&p Small-cap E | -0.3% | -57.34% | 減碼 |
| 47 | HD | Home Depot Inc | -0.3% | -3.91% | 減碼 |
| 48 | FDX | Fedex CORP | -0.5% | -1.93% | 減碼 |
| 49 | AAPL | Apple Inc | -0.8% | -9.36% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -2.2% | -0.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Founders Capital Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$6.7億，共申報了 78 個公開持股部位。
在 Q2 2025 季度，Founders Capital Management, LLC 按市值排列的前三大核心持股分別為：GOOG (13.7%)、META (11.8%)、BRK-B (11.7%)。其中最大持股部位 GOOG 佔據整體投資組合約 13.7% 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
CNI
市值: US$333.5萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$23.2萬
在 Q2 2025 季度中，Founders Capital Management, LLC 共進行了 38 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CNI。 本季清倉部位包含 INTC。
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。