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: 0001704300
申報總市值
US$2.3億
US$2.3億
376 檔
21.9%
根據最新整理的 13F 季度數據集，Founders Capital Management 於 Q3 2024 結束時的管理資產規模為 US$2.3億。該機構在本季度申報了 376 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Founders Capital Management 的板塊替換策略：機構本季推動了 24 筆增持與 18 筆減持，籌碼呈現明顯的結構重組。
整體而言，Founders Capital Management 的前 5 大持股（包含 QQQ, MSFT, AAPL）貢獻了組合市值的 21.9%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 376 檔）
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.27% | +1.03% | +1.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.97% | -0.66% | -1.16% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.61% | +0.07% | -9.79% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.62% | -0.04% | +0.51% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.28% | +0.34% | +1.77% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 4.23% | -1.28% | +1.08% | |
| 7 | GLW | Corning Inc | 股票-科技 | 4.22% | +4.54% | -0.39% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 4.16% | -0.59% | +1.09% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.92% | +0.11% | -0.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.67% | +0.10% | +3.38% | |
| 11 | LMT | Lockheed Martin CORP | 股票-工業 | 3.61% | -1.08% | +0.38% | |
| 12 | APD | Air Products & Chemicals Inc | 股票-原物料 | 3.53% | -1.67% | -0.06% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.50% | -0.39% | +0.38% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 3.32% | -0.76% | +0.48% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.13% | -0.01% | +1.63% | |
| 16 | EMR | Emerson Electric Co | 股票-工業 | 3.05% | -1.46% | +1.93% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.53% | -0.21% | +70.08% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.10% | -0.28% | +1.41% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.79% | -0.03% | -0.84% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工業 | 1.64% | -0.50% | +1.72% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.52% | -0.02% | -2.79% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.28% | +0.11% | -0.04% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.32% | +5.28% | |
| 24 | SLB | Slb LTD | 股票-能源 | 1.12% | -0.14% | +1.81% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.99% | -0.05% | +6.92% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.74% | -0.01% | — | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 0.45% | -0.03% | +1.93% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 0.41% | -0.01% | -50.75% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.40% | +0.06% | — | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.38% | — | +6.17% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.38% | +0.04% | +0.55% | |
| 32 | ✓ | Exchange Traded Concepts Tru | 股票-其他 | 0.37% | — | — | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.36% | +0.03% | +1.09% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.28% | -0.05% | +1.53% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.28% | — | -3.16% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | -0.04% | — | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.25% | -0.03% | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.25% | -0.04% | +1.30% | |
| 39 | DVN | Devon Energy CORP | 股票-能源 | 0.22% | — | — | |
| 40 | VLO | Valero Energy CORP | 股票-能源 | 0.22% | -0.02% | — | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.21% | -0.03% | — | |
| 42 | OKE | Oneok Inc | 股票-能源 | 0.19% | -0.02% | — | |
| 43 | PSA | Public Storage | 股票-房地產 | 0.19% | +0.01% | — | |
| 44 | EPD | Enterprise Products Partners | 股票-能源 | 0.19% | -0.08% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | +0.10% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | — | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.17% | -0.04% | — | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.16% | +2.49% | +0.08% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | -0.05% | — | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.15% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | +0.8% | +70.08% | 加碼 |
| 2 | LMT | Lockheed Martin CORP | +0.6% | +0.38% | 加碼 |
| 3 | RTX | Rtx CORP | +0.5% | +1.09% | 加碼 |
| 4 | ✓ | Exchange Traded Concepts Tru | +0.4% | NEW | 新建倉 |
| 5 | GLW | Corning Inc | +0.3% | -0.39% | 減碼 |
| 6 | ABBV | Abbvie Inc | +0.3% | -0.73% | 減碼 |
| 7 | APD | Air Products & Chemicals Inc | +0.3% | -0.06% | 減碼 |
| 8 | MCD | Mcdonald's CORP | +0.3% | +1.41% | 加碼 |
| 9 | LOW | Lowe's Cos Inc | +0.2% | -0.84% | 減碼 |
| 10 | NOC | Northrop Grumman CORP | +0.2% | +1.72% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +0.38% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | -2.79% | 減碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.38% | 加碼 |
| 14 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 15 | PEP | Pepsico Inc | 0% | +6.92% | 加碼 |
| 16 | WMT | Walmart Inc | 0% | +1.53% | 加碼 |
| 17 | ORCL | Oracle CORP | 0% | — | 不變 |
| 18 | PSA | Public Storage | 0% | — | 不變 |
| 19 | ✓ | Capital Clean Energy Carrier | 0% | NEW | 新建倉 |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -0.04% | 減碼 |
| 21 | CMCSA | Comcast Corp-class A | 0% | +6.17% | 加碼 |
| 22 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +1.09% | 加碼 |
| 24 | MA | Mastercard Inc - A | 0% | — | 不變 |
| 25 | TXN | Texas Instruments Inc | — | — | 不變 |
| 26 | PFE | Pfizer Inc | — | +1.93% | 加碼 |
| 27 | ABT | Abbott Laboratories | 0% | EXIT | 清倉 |
| 28 | ✓ | Capital Clean Energy Carriers Com | 0% | EXIT | 清倉 |
| 29 | CI | THE Cigna Group | 0% | -40.30% | 減碼 |
| 30 | IEV | Ishares Europe ETF | 0% | EXIT | 清倉 |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +1.77% | 加碼 |
| 32 | CMP | Compass Minerals Internation | 0% | EXIT | 清倉 |
| 33 | FCX | Freeport-mcmoran Inc | 0% | -64.03% | 減碼 |
| 34 | LIT | Global X Lithium & Battery T | 0% | -33.29% | 減碼 |
| 35 | AMAT | Applied Materials Inc | 0% | +0.08% | 加碼 |
| 36 | UPS | United Parcel Service-cl B | -0.1% | -64.00% | 減碼 |
| 37 | VLO | Valero Energy CORP | -0.1% | — | 不變 |
| 38 | DVN | Devon Energy CORP | -0.1% | — | 不變 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +0.51% | 加碼 |
| 40 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -82.00% | 減碼 |
| 41 | IVE | Ishares S&p 500 Value ETF | -0.1% | -48.21% | 減碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | +5.28% | 加碼 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +1.08% | 加碼 |
| 44 | EMR | Emerson Electric Co | -0.2% | +1.93% | 加碼 |
| 45 | SLB | Slb LTD | -0.2% | +1.81% | 加碼 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +1.01% | 加碼 |
| 47 | CVX | Chevron CORP | -0.4% | +0.48% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | -0.4% | +1.63% | 加碼 |
| 49 | BA | Boeing Co/the | -0.7% | -50.75% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.8% | -1.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Founders Capital Management 在 Q3 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 376 個公開持股部位。
在 Q3 2024 季度，Founders Capital Management 按市值排列的前三大核心持股分別為：QQQ (9.3%)、MSFT (7.0%)、AAPL (5.6%)。其中最大持股部位 QQQ 佔據整體投資組合約 9.3% 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。
本季最大新建倉標的
EXCHANGE TRADED CONCEPTS TRU
市值: US$60.8萬
本季最大獲利了結 / 清倉標的
CMP
前期市值: US$6.1萬
在 Q3 2024 季度中，Founders Capital Management 共進行了 42 項持倉異動，包含新建倉 2 個部位、加碼 22 個部位、減碼 14 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EXCHANGE TRADED CONCEPTS TRU。 本季清倉部位包含 CMP。
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。