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$7.7億
US$7.7億
229 檔
24.5%
截至 Q2 2026 季度末，Fourpath Capital Management, LLC 的美股持倉估值約為 US$7.7億，全數申報部位共有 229 檔。
Fourpath Capital Management, LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 29 個全新部位及加碼 67 檔持股的同時，亦同步清倉 18 檔並減碼 72 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 WMT, USFR, HEFT）占據了總市值的 24.5%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 229 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 | 7.72% | -0.83% | -0.08% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 7.51% | +0.27% | -2.67% | |
| 3 | HEFT | Hedgeye Fourth Turning ETF | ETF-其他 | 4.04% | +0.12% | +108.71% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.94% | -2.94% | EXIT | |
| 5 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.64% | +0.13% | -31.38% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 2.42% | -0.63% | -0.51% | |
| 7 | ET | Energy Transfer LP | 股票-能源 | 2.26% | +0.06% | +0.95% | |
| 8 | XLE | Ss Energy Select Sector | ETF-其他 | 2.18% | -0.89% | +58.33% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.14% | -0.13% | -0.40% | |
| 10 | OIH | Vaneck Oil Services ETF | ETF-其他 | 2.08% | -1.32% | +58.49% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.07% | +0.21% | -0.45% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.91% | -1.91% | EXIT | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.89% | +0.03% | -0.02% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.86% | -1.86% | EXIT | |
| 15 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.76% | -1.76% | EXIT | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.65% | -0.06% | -0.12% | |
| 17 | FDV | Fed Hermes US Strat Div ETF | ETF-其他 | 1.63% | +0.03% | -0.13% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.50% | -0.12% | -0.79% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | +0.40% | -2.43% | |
| 20 | PINK | Simplify Health Care ETF | ETF-其他 | 1.29% | +0.27% | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | -0.09% | -0.47% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.19% | +0.02% | +1.68% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.18% | -0.01% | -0.02% | |
| 24 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.16% | -1.16% | EXIT | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.09% | +0.19% | — | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.04% | +0.09% | +9.81% | |
| 27 | DE | Deere & Co | 股票-工業 | 1.02% | +0.02% | -0.15% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 1.00% | -0.11% | -0.25% | |
| 29 | GE | General Electric | 股票-工業 | 0.98% | -0.18% | -0.27% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.88% | -0.88% | EXIT | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.87% | -0.27% | -0.21% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | -0.02% | -6.17% | |
| 33 | VLO | Valero Energy CORP | 股票-能源 | 0.77% | +0.34% | +0.04% | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.75% | -0.08% | -1.41% | |
| 35 | LNG | Cheniere Energy Inc | 股票-能源 | 0.75% | +0.06% | -0.87% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.73% | -0.67% | +0.39% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.69% | -0.07% | -1.18% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | +0.03% | +0.31% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | -0.02% | +0.28% | |
| 40 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | -0.03% | -1.24% | |
| 41 | UBER | Uber Technologies Inc | 股票-工業 | 0.61% | -0.05% | -0.65% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.61% | -0.10% | -0.21% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.61% | +0.14% | -0.77% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.59% | +0.18% | -1.83% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.57% | -0.03% | +1.57% | |
| 46 | CME | Cme Group Inc | 股票-金融 | 0.57% | +0.09% | +2.15% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.11% | -5.46% | |
| 48 | MCK | Mckesson CORP | 股票-醫療保健 | 0.52% | +0.05% | -0.15% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.51% | +0.02% | -0.98% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.15% | -2.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HEFT | Hedgeye Fourth Turning ETF | +1.9% | +108.71% | 加碼 |
| 2 | VT | Vanguard Tot World Stk ETF | +1.9% | NEW | 新建倉 |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +1.9% | NEW | 新建倉 |
| 4 | PINK | Simplify Health Care ETF | +1.3% | NEW | 新建倉 |
| 5 | GRID | First Trst Nasd Cl Edg Sgiif | +1.2% | NEW | 新建倉 |
| 6 | XOP | Ss Spdr S&p Og Exp & Prod | +1.1% | NEW | 新建倉 |
| 7 | AIRR | First Trust Rba American Ind | +0.9% | +87.07% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.7% | -0.51% | 減碼 |
| 9 | OIH | Vaneck Oil Services ETF | +0.5% | +58.49% | 加碼 |
| 10 | XLE | Ss Energy Select Sector | +0.5% | +58.33% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.4% | -0.21% | 減碼 |
| 12 | LLY | Eli Lilly & Co | +0.3% | -0.40% | 減碼 |
| 13 | APH | Amphenol Corp-cl A | +0.3% | -0.79% | 減碼 |
| 14 | ✓ | +0.3% | NEW | 新建倉 | |
| 15 | ASML | ASML Holding N.V. | +0.2% | -1.41% | 減碼 |
| 16 | BSCV | Invesco Bulletshares 2031 Cb | +0.2% | +129.34% | 加碼 |
| 17 | GE | General Electric | +0.2% | -0.27% | 減碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.47% | 減碼 |
| 19 | XLK | Ss Technology Select Sector | +0.1% | +10.69% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.14% | 減碼 |
| 21 | RF | Regions Financial CORP | +0.1% | NEW | 新建倉 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.99% | 減碼 |
| 23 | ADP | Automatic Data Processing | +0.1% | +255.84% | 加碼 |
| 24 | AAPL | Apple Inc | +0.1% | -0.45% | 減碼 |
| 25 | ANET | Arista Networks Inc | +0.1% | +4.72% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | +31.73% | 加碼 |
| 27 | HPE | Hewlett Packard Enterprise | +0.1% | — | 不變 |
| 28 | NUE | Nucor CORP | +0.1% | -0.38% | 減碼 |
| 29 | HSY | Hershey Co/the | +0.1% | NEW | 新建倉 |
| 30 | ✓ | United Sts Brent Oil Fd LP | +0.1% | NEW | 新建倉 |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.72% | 加碼 |
| 32 | ✓ | +0.1% | NEW | 新建倉 | |
| 33 | ✓ | +0.1% | NEW | 新建倉 | |
| 34 | DRI | Darden Restaurants Inc | +0.1% | NEW | 新建倉 |
| 35 | UNP | Union Pacific CORP | 0% | -0.12% | 減碼 |
| 36 | PTLC | Pacer Trendpilot US Large Ca | 0% | +1.68% | 加碼 |
| 37 | CGUS | Cap Group Core Equity | 0% | +13.10% | 加碼 |
| 38 | STX | Seagate Technology Holdings plc | 0% | -35.78% | 減碼 |
| 39 | TREX | Trex Company Inc | 0% | +0.39% | 加碼 |
| 40 | INTC | Intel CORP | 0% | NEW | 新建倉 |
| 41 | ✓ | ETF Ser Solutions | 0% | NEW | 新建倉 |
| 42 | TXN | Texas Instruments Inc | 0% | NEW | 新建倉 |
| 43 | BE | Bloom Energy Corp- A | 0% | NEW | 新建倉 |
| 44 | SNOW | Snowflake Inc | 0% | NEW | 新建倉 |
| 45 | AMD | Advanced Micro Devices | 0% | NEW | 新建倉 |
| 46 | DE | Deere & Co | 0% | -0.15% | 減碼 |
| 47 | VBR | Vanguard Small-cap Value ETF | 0% | +0.29% | 加碼 |
| 48 | VRT | Vertiv Holdings Co-a | 0% | -5.44% | 減碼 |
| 49 | USB | US Bancorp | 0% | +10.19% | 加碼 |
| 50 | WEC | Wec Energy Group Inc | 0% | +31.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fourpath Capital Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$7.7億，共申報了 229 個公開持股部位。
在 Q2 2026 季度，Fourpath Capital Management, LLC 按市值排列的前三大核心持股分別為：WMT (7.7%)、USFR (7.5%)、HEFT (4.0%)。其中最大持股部位 WMT 佔據整體投資組合約 7.7% 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
VT
市值: US$1452.8萬
本季最大獲利了結 / 清倉標的
PSQ
前期市值: US$1777.0萬
在 Q2 2026 季度中，Fourpath Capital Management, LLC 共進行了 186 項持倉異動，包含新建倉 29 個部位、加碼 67 個部位、減碼 72 個部位以及清倉 18 個部位。 其中最大新建倉標的為 VT。 本季清倉部位包含 PSQ。
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。