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
74 檔
48.4%
Founders Capital Management, LLC 在 Q1 2026 季度的美股部位總計估值為 US$6.7億，分散於 74 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，Founders Capital Management, LLC 採取防禦導向的調倉策略，本季減碼 29 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
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 48.4%，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 | 20.81% | +2.45% | -0.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.06% | -0.56% | +0.10% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.70% | -0.92% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.42% | -0.63% | +1.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.27% | +0.71% | -0.01% | |
| 6 | FDX | Fedex CORP | 股票-工業 | 3.99% | -0.81% | -0.25% | |
| 7 | AXP | American Express Co | 股票-金融 | 3.76% | +0.05% | -0.28% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.08% | -0.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.89% | +0.12% | +0.11% | |
| 10 | CSX | Csx CORP | 股票-工業 | 2.73% | +0.13% | -0.23% | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.14% | -0.44% | +0.05% | |
| 12 | UNP | Union Pacific CORP | 股票-工業 | 1.98% | +0.03% | — | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.86% | -0.02% | -2.42% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.71% | -0.10% | -1.73% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.60% | -0.05% | -1.03% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.47% | +0.06% | — | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.41% | -0.33% | -1.42% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | +0.20% | +0.03% | |
| 19 | GD | General Dynamics CORP | 股票-工業 | 1.29% | -0.09% | -5.14% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.23% | -0.12% | -0.72% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.09% | -0.07% | — | |
| 22 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.04% | -0.26% | — | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.00% | -0.20% | -0.01% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | -0.05% | -0.31% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.90% | +0.05% | +2.62% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.85% | -0.14% | -0.51% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | +0.04% | — | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.20% | -0.20% | |
| 29 | MTB | M & T Bank CORP | 股票-金融 | 0.53% | -0.02% | -0.24% | |
| 30 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.51% | -0.06% | — | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | -0.09% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.13% | -0.49% | |
| 33 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.43% | -0.01% | -0.67% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.38% | -0.05% | — | |
| 35 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.37% | -0.01% | +3.06% | |
| 36 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.33% | -0.05% | — | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.25% | -0.03% | -0.56% | |
| 38 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.23% | +0.03% | — | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.20% | +0.16% | — | |
| 40 | MCK | Mckesson CORP | 股票-醫療保健 | 0.20% | -0.06% | -13.08% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.16% | -0.03% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.15% | -0.02% | — | |
| 43 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.14% | -0.01% | — | |
| 44 | WBS | Webster Financial CORP | 股票-金融 | 0.13% | — | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | +0.03% | — | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.12% | -0.06% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.12% | -0.01% | — | |
| 48 | SAM | Boston Beer Company Inc-a | 股票-非循環性消費 | 0.11% | -0.03% | — | |
| 49 | NYT | New York Times Co-a | 股票-通訊服務 | 0.11% | -0.03% | — | |
| 50 | MKL | Markel Group Inc | 股票-金融 | 0.11% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +1.1% | -0.25% | 減碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +0.10% | 加碼 |
| 3 | CSX | Csx CORP | +0.5% | -0.23% | 減碼 |
| 4 | LMT | Lockheed Martin CORP | +0.4% | -1.42% | 減碼 |
| 5 | PEP | Pepsico Inc | +0.4% | +0.05% | 加碼 |
| 6 | UNP | Union Pacific CORP | +0.3% | — | 不變 |
| 7 | KO | Coca-cola Co/the | +0.3% | -1.03% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.31% | 減碼 |
| 9 | AMGN | Amgen Inc | +0.2% | — | 不變 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.39% | 減碼 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.11% | 加碼 |
| 12 | CVX | Chevron CORP | +0.2% | -0.49% | 減碼 |
| 13 | CNI | Canadian Natl Railway Co | +0.1% | +2.62% | 加碼 |
| 14 | UPS | United Parcel Service-cl B | +0.1% | -2.42% | 減碼 |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | — | 不變 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.01% | 減碼 |
| 17 | AAPL | Apple Inc | +0.1% | -0.43% | 減碼 |
| 18 | GD | General Dynamics CORP | +0.1% | -5.14% | 減碼 |
| 19 | QSR | Restaurant Brands Intern | +0.1% | — | 不變 |
| 20 | VONE | Vanguard Russell 1000 | +0.1% | — | 不變 |
| 21 | MTB | M & T Bank CORP | +0.1% | -0.24% | 減碼 |
| 22 | HD | Home Depot Inc | +0.1% | -1.73% | 減碼 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | -0.01% | 減碼 |
| 24 | LRCX | Lam Research CORP | +0.1% | — | 不變 |
| 25 | LOW | Lowe's Cos Inc | +0.1% | -0.51% | 減碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.20% | 減碼 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.03% | 加碼 |
| 28 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 29 | NYT | New York Times Co-a | 0% | — | 不變 |
| 30 | WMT | Walmart Inc | 0% | — | 不變 |
| 31 | WBS | Webster Financial CORP | 0% | — | 不變 |
| 32 | RTX | Rtx CORP | 0% | -0.56% | 減碼 |
| 33 | SAM | Boston Beer Company Inc-a | 0% | — | 不變 |
| 34 | KHC | Kraft Heinz Co/the | 0% | +3.06% | 加碼 |
| 35 | WBD | Warner Bros Discovery Inc | 0% | — | 不變 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不變 |
| 37 | FAST | Fastenal Co | 0% | — | 不變 |
| 38 | CAC | Camden National CORP | 0% | — | 不變 |
| 39 | PG | Procter & Gamble Co/the | 0% | — | 不變 |
| 40 | SYK | Stryker CORP | 0% | — | 不變 |
| 41 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | -0.67% | 減碼 |
| 42 | MCK | Mckesson CORP | 0% | -13.08% | 減碼 |
| 43 | SHEL | Shell Plc-adr | 0% | — | 不變 |
| 44 | INTC | Intel CORP | 0% | -2.25% | 減碼 |
| 45 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 46 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | — | 不變 |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 48 | CARR | Carrier Global CORP | 0% | +1.45% | 加碼 |
| 49 | DRI | Darden Restaurants Inc | 0% | — | 不變 |
| 50 | CMI | Cummins Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Founders Capital Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.7億，共申報了 74 個公開持股部位。
在 Q1 2026 季度，Founders Capital Management, LLC 按市值排列的前三大核心持股分別為：GOOG (20.8%)、BRK-B (11.1%)、META (8.7%)。其中最大持股部位 GOOG 佔據整體投資組合約 20.8% 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
PNC
前期市值: US$81.2萬
在 Q1 2026 季度中，Founders Capital Management, LLC 共進行了 44 項持倉異動，包含新建倉 0 個部位、加碼 10 個部位、減碼 29 個部位以及清倉 5 個部位。 本季清倉部位包含 PNC。
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。