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
383 檔
24.6%
截至 Q2 2025 季度末，Founders Capital Management 的美股持倉估值約為 US$2.3億，全數申報部位共有 383 檔。
觀察 Q2 2025 的申報異動，Founders Capital Management 採取了強勁的買進策略，建倉與加碼動作（合計 24 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Founders Capital Management 的前 5 大持股（包含 QQQ, MSFT, JPM）貢獻了組合市值的 24.6%，形成該機構在 Q2 2025 季度的基本面基石。
本季最大新建倉標的
DB
市值: US$7.3萬
本季最大獲利了結 / 清倉標的
USX1
前期市值: US$10.6萬
僅顯示前 200 大持股（共 383 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 | 10.12% | +1.03% | +0.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.24% | -0.66% | -0.54% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.97% | -0.04% | -1.06% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 5.00% | +0.34% | +2.59% | |
| 5 | RTX | Rtx CORP | 股票-工業 | 4.76% | -0.59% | -0.42% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.72% | +0.07% | -0.31% | |
| 7 | GLW | Corning Inc | 股票-科技 | 4.65% | +4.54% | +0.18% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.33% | -0.39% | +35.42% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 4.04% | -1.08% | +46.85% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.95% | +0.10% | +2.99% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 3.72% | -1.28% | +0.13% | |
| 12 | APD | Air Products & Chemicals Inc | 股票-原物料 | 3.25% | -1.67% | -0.46% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 3.04% | -0.76% | +0.69% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.80% | +0.11% | -0.58% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.36% | +0.32% | +85.01% | |
| 16 | EMR | Emerson Electric Co | 股票-工業 | 1.95% | -1.46% | +0.10% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.90% | -0.21% | +2.69% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 1.84% | +2.49% | -0.85% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.75% | -0.01% | +0.26% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.55% | -0.28% | -1.35% | |
| 21 | NOC | Northrop Grumman CORP | 股票-工業 | 1.42% | -0.50% | +0.13% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.22% | +0.11% | -2.13% | |
| 23 | ✓ | Exchange Traded Concepts Tru | 股票-其他 | 1.02% | — | +83.99% | |
| 24 | SLB | Slb LTD | 股票-能源 | 0.79% | -0.14% | +0.32% | |
| 25 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 0.78% | -0.32% | +1.20% | |
| 26 | CQP | Cheniere Energy Partners LP | 股票-其他 | 0.75% | -0.15% | +2.16% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.49% | -0.01% | +2.54% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.44% | +0.04% | +0.54% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.42% | +0.03% | +28.73% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.06% | — | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | -0.01% | -19.12% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.33% | -0.05% | — | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.03% | +3.07% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.31% | -0.02% | -76.12% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.30% | -0.05% | -58.51% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.27% | -0.04% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.27% | — | -7.45% | |
| 38 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.25% | -0.03% | -81.53% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.23% | -0.04% | -4.96% | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 0.21% | -0.03% | -12.01% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.21% | -0.02% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | -0.04% | -5.81% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.20% | -0.05% | — | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.20% | -0.02% | — | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.20% | -0.03% | — | |
| 46 | EPD | Enterprise Products Partners | 股票-能源 | 0.19% | -0.08% | -4.70% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | +0.10% | — | |
| 48 | OKE | Oneok Inc | 股票-能源 | 0.17% | -0.02% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | — | |
| 50 | PSA | Public Storage | 股票-房地產 | 0.15% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | -0.54% | 減碼 |
| 2 | LMT | Lockheed Martin CORP | +1.2% | +46.85% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | +85.01% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +0.78% | 加碼 |
| 5 | ✓ | Exchange Traded Concepts Tru | +0.7% | +83.99% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.6% | +35.42% | 加碼 |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +2.59% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.5% | -1.06% | 減碼 |
| 9 | GLW | Corning Inc | +0.3% | +0.18% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.3% | -0.85% | 減碼 |
| 11 | EMR | Emerson Electric Co | +0.2% | +0.10% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.99% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | +3.07% | 加碼 |
| 14 | CHRD | Chord Energy CORP | +0.1% | +7000.00% | 加碼 |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +28.73% | 加碼 |
| 16 | RTX | Rtx CORP | +0.1% | -0.42% | 減碼 |
| 17 | BA | Boeing Co/the | +0.1% | +2.54% | 加碼 |
| 18 | DB | Deutsche Bank Aktiengesellschaft | 0% | NEW | 新建倉 |
| 19 | RSPT | Invesco S&p 500 Equal Weight | 0% | NEW | 新建倉 |
| 20 | AMZN | Amazon.com Inc | 0% | +0.54% | 加碼 |
| 21 | TXN | Texas Instruments Inc | 0% | — | 不變 |
| 22 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 23 | NFLX | Netflix Inc | 0% | — | 不變 |
| 24 | NVDA | Nvidia CORP | 0% | — | 不變 |
| 25 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 26 | WMT | Walmart Inc | 0% | — | 不變 |
| 27 | SCHW | Schwab (charles) CORP | 0% | — | 不變 |
| 28 | SCHN1EUR | Schnitzer Steel Inds Inc-a | 0% | EXIT | 清倉 |
| 29 | IWB | Ishares Russell 1000 ETF | 0% | -36.08% | 減碼 |
| 30 | EPD | Enterprise Products Partners | 0% | -4.70% | 減碼 |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | — | 不變 |
| 32 | OKE | Oneok Inc | -0.1% | — | 不變 |
| 33 | PFE | Pfizer Inc | -0.1% | -12.01% | 減碼 |
| 34 | USX1 | United States Steel CORP | -0.1% | EXIT | 清倉 |
| 35 | ADBE | Adobe Inc | -0.1% | +2.69% | 加碼 |
| 36 | KO | Coca-cola Co/the | -0.1% | -19.12% | 減碼 |
| 37 | PAGP | Plains Gp Holdings Lp-cl A | -0.1% | +1.20% | 加碼 |
| 38 | NOC | Northrop Grumman CORP | -0.1% | +0.13% | 加碼 |
| 39 | CQP | Cheniere Energy Partners LP | -0.2% | +2.16% | 加碼 |
| 40 | SLB | Slb LTD | -0.3% | +0.32% | 加碼 |
| 41 | MCD | Mcdonald's CORP | -0.3% | -1.35% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.4% | +0.26% | 加碼 |
| 43 | APD | Air Products & Chemicals Inc | -0.4% | -0.46% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.6% | -58.51% | 減碼 |
| 45 | ABBV | Abbvie Inc | -0.6% | -0.58% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.7% | +0.13% | 加碼 |
| 47 | CVX | Chevron CORP | -0.8% | +0.69% | 加碼 |
| 48 | AAPL | Apple Inc | -0.8% | -0.31% | 減碼 |
| 49 | HD | Home Depot Inc | -1.1% | -76.12% | 減碼 |
| 50 | LOW | Lowe's Cos Inc | -1.3% | -81.53% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Founders Capital Management 在 Q2 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 383 個公開持股部位。
在 Q2 2025 季度，Founders Capital Management 按市值排列的前三大核心持股分別為：QQQ (10.1%)、MSFT (8.2%)、JPM (6.0%)。其中最大持股部位 QQQ 佔據整體投資組合約 10.1% 的權重。
在 Q2 2025 季度中，Founders Capital Management 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 22 個部位、減碼 15 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DB。 本季清倉部位包含 USX1。
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。
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。
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。