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: 0001894484
申報總市值
US$7.6億
US$7.6億
228 檔
15.9%
根據最新整理的 13F 季度數據集，Fourpath Capital Management, LLC 於 Q4 2024 結束時的管理資產規模為 US$7.6億。該機構在本季度申報了 228 檔美股持倉，呈現出該時期的主要投資地圖。
Fourpath Capital Management, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 17 檔持股的同時，亦同步清倉 6 檔並減碼 22 檔標的。
整體而言，Fourpath Capital Management, LLC 的前 5 大持股（包含 WMT, IAU, XOM）貢獻了組合市值的 15.9%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 228 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 | WMT | Walmart Inc | 股票-非循環性消費 | 8.68% | -1.52% | -0.08% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.77% | -2.25% | +4.29% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.43% | -1.25% | +2.68% | |
| 4 | ET | Energy Transfer LP | 股票-能源 | 2.94% | -0.21% | +4.76% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.58% | +0.01% | +47.95% | |
| 6 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 2.56% | — | — | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.54% | +0.08% | -0.81% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.15% | -3.05% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.27% | +0.34% | -13.48% | |
| 10 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.13% | — | +45.28% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.12% | -0.01% | +5.24% | |
| 12 | UNP | Union Pacific CORP | 股票-工業 | 2.00% | +0.04% | +0.39% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.86% | -0.51% | -3.23% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.50% | +0.45% | +5.73% | |
| 15 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.46% | -0.02% | -2.58% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.24% | +1.47% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.41% | +0.04% | -3.35% | |
| 18 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.40% | +0.91% | — | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 1.29% | -0.11% | -0.05% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.22% | +0.65% | -2.83% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.18% | -0.16% | -2.40% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | -0.01% | +0.08% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.14% | -0.24% | +5.48% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.06% | -20.02% | |
| 25 | SJB | Proshares Short High Yield | ETF-非投資等級債 | 1.11% | — | +4.42% | |
| 26 | WMB | Williams Cos Inc | 股票-能源 | 1.08% | -0.07% | -6.31% | |
| 27 | URA | Global X Uranium ETF | ETF-其他 | 1.03% | — | +4.01% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.03% | -0.02% | -3.04% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.04% | -2.80% | |
| 30 | LNG | Cheniere Energy Inc | 股票-能源 | 1.01% | -0.23% | +9.55% | |
| 31 | DE | Deere & Co | 股票-工業 | 0.96% | +0.03% | -0.05% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.14% | -0.31% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.94% | -0.06% | -2.08% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.88% | +0.32% | -3.03% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | -0.14% | +5.70% | |
| 36 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.84% | -0.03% | -3.40% | |
| 37 | ITW | Illinois Tool Works | 股票-工業 | 0.82% | — | -3.32% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | +0.01% | -1.05% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.77% | -0.04% | EXIT | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.75% | -0.18% | -3.72% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.75% | — | -1.52% | |
| 42 | KR | Kroger Co | 股票-非循環性消費 | 0.75% | -0.20% | -0.81% | |
| 43 | ROP | Roper Technologies Inc | 股票-科技 | 0.74% | — | -1.83% | |
| 44 | CME | Cme Group Inc | 股票-金融 | 0.69% | -0.24% | -2.76% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.66% | +0.01% | -1.82% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | -0.01% | -4.20% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.06% | +3.42% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.60% | -0.05% | +0.59% | |
| 49 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.58% | — | +408.65% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.05% | +5.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPHD | Invesco S&p 500 High Dividen | +2.6% | NEW | 新建倉 |
| 2 | AIRR | First Trust Rba American Ind | +1.4% | NEW | 新建倉 |
| 3 | WMT | Walmart Inc | +1% | -0.08% | 減碼 |
| 4 | CGDV | Cap Group Dividend Value | +0.8% | +47.95% | 加碼 |
| 5 | INFL | Horizon Kinetics Infl Benef | +0.7% | +45.28% | 加碼 |
| 6 | ET | Energy Transfer LP | +0.7% | +4.76% | 加碼 |
| 7 | LNG | Cheniere Energy Inc | +0.2% | +9.55% | 加碼 |
| 8 | IAU | Ishares Gold Trust | +0.2% | +4.29% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.08% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | -0.81% | 減碼 |
| 11 | AMLP | Alerian Mlp ETF | +0.2% | +5.24% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | +32.71% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.31% | 減碼 |
| 14 | BMO | Bank Of Montreal | +0.1% | NEW | 新建倉 |
| 15 | WMB | Williams Cos Inc | +0.1% | -6.31% | 減碼 |
| 16 | GE | General Electric | +0.1% | +54.03% | 加碼 |
| 17 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建倉 |
| 18 | EOG | Eog Resources Inc | +0.1% | NEW | 新建倉 |
| 19 | ASML | ASML Holding N.V. | +0.1% | +56.34% | 加碼 |
| 20 | AMP | Ameriprise Financial Inc | +0.1% | -3.40% | 減碼 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +64.47% | 加碼 |
| 22 | COST | Costco Wholesale CORP | +0.1% | +204.09% | 加碼 |
| 23 | NOW | Servicenow Inc | +0.1% | +1.39% | 加碼 |
| 24 | KO | Coca-cola Co/the | -0.1% | +3.42% | 加碼 |
| 25 | GLD | Spdr Gold Shares | -0.1% | -3.23% | 減碼 |
| 26 | ROP | Roper Technologies Inc | -0.1% | -1.83% | 減碼 |
| 27 | QCOM | Qualcomm Inc | -0.1% | -8.79% | 減碼 |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.82% | 減碼 |
| 29 | LEA | Lear CORP | -0.1% | EXIT | 清倉 |
| 30 | NUE | Nucor CORP | -0.1% | -1.89% | 減碼 |
| 31 | VLO | Valero Energy CORP | -0.1% | -7.43% | 減碼 |
| 32 | ICE | Intercontinental Exchange In | -0.1% | -7.90% | 減碼 |
| 33 | BTI | British American Tob-sp Adr | -0.1% | -67.15% | 減碼 |
| 34 | D | Dominion Energy Inc | -0.1% | EXIT | 清倉 |
| 35 | FFEB | Ft Vest US Equity Buffer ETF | -0.1% | EXIT | 清倉 |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.1% | EXIT | 清倉 |
| 37 | CAT | Caterpillar Inc | -0.1% | -2.83% | 減碼 |
| 38 | MSFT | Microsoft CORP | -0.1% | -3.05% | 減碼 |
| 39 | DHR | Danaher CORP | -0.1% | -1.38% | 減碼 |
| 40 | GDX | Vaneck Gold Miners ETF | -0.1% | +5.48% | 加碼 |
| 41 | UNP | Union Pacific CORP | -0.1% | +0.39% | 加碼 |
| 42 | SHW | Sherwin-williams Co/the | -0.2% | -3.04% | 減碼 |
| 43 | MDT | Medtronic plc | -0.2% | -0.05% | 減碼 |
| 44 | BCE | Bce Inc | -0.2% | EXIT | 清倉 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | +2.68% | 加碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.08% | 減碼 |
| 47 | DOW | Dow Inc | -0.2% | -8.48% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.4% | -20.02% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -0.7% | -13.48% | 減碼 |
| 50 | IVOL | Quadratic Int Rte Vol Infl H | -1.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Fourpath Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$7.6億，共申報了 228 個公開持股部位。
在 Q4 2024 季度，Fourpath Capital Management, LLC 按市值排列的前三大核心持股分別為：WMT (8.7%)、IAU (4.8%)、XOM (3.4%)。其中最大持股部位 WMT 佔據整體投資組合約 8.7% 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
SPHD
市值: US$1380.5萬
本季最大獲利了結 / 清倉標的
IVOL
前期市值: US$970.5萬
在 Q4 2024 季度中，Fourpath Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 17 個部位、減碼 22 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SPHD。 本季清倉部位包含 IVOL。
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。