13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001545812
申报总市值
US$16.3亿
US$16.3亿
70 檔
15.7%
截至 Q3 2024 季度末，CORDA Investment Management, LLC. 的美股持仓估值约为 US$16.3亿，全数申报仓位共有 70 档。
在 Q3 2024，CORDA Investment Management, LLC. 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，CORDA Investment Management, LLC. 的前 5 大核心持股（包含 UL, BNY, CME 等）合计占整体申报市值的 15.7%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UL | Unilever PLC | 股票-非周期性消费 | 4.20% | — | -3.51% | |
| 2 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 4.09% | +0.25% | -4.28% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 4.05% | -1.40% | -1.54% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.91% | +0.08% | -3.30% | |
| 5 | WELL | Welltower Inc | 股票-房地产 | 3.68% | -0.01% | -13.78% | |
| 6 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.55% | -0.73% | -1.08% | |
| 7 | DE | Deere & Co | 股票-工业 | 3.41% | -0.07% | -2.64% | |
| 8 | USB | US Bancorp | 股票-金融 | 3.39% | +0.07% | -2.08% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.24% | -0.08% | -2.19% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.19% | -0.50% | -0.73% | |
| 11 | SPG | Simon Property Group Inc | 股票-房地产 | 2.92% | +0.13% | -3.32% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.89% | +0.29% | -1.79% | |
| 13 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.81% | -0.66% | -0.57% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.80% | +0.42% | -1.70% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.70% | -0.22% | -2.14% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.65% | -0.25% | -3.06% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.54% | -0.14% | -2.24% | |
| 18 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 2.54% | -0.05% | +2.23% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.52% | -0.33% | +1.14% | |
| 20 | CNA | Cna Financial CORP | 股票-其他 | 2.48% | -0.07% | -0.83% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 2.28% | -0.55% | +4.13% | |
| 22 | CUZ | Cousins Properties Inc | 股票-房地产 | 2.25% | +0.31% | -1.97% | |
| 23 | HIW | Highwoods Properties Inc | 股票-房地产 | 2.24% | +0.48% | -2.46% | |
| 24 | KVUE | Kenvue Inc | 股票-非周期性消费 | 2.23% | — | +1.33% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.21% | -0.34% | +0.79% | |
| 26 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.12% | — | -3.20% | |
| 27 | GLW | Corning Inc | 股票-科技 | 2.07% | +1.90% | -2.29% | |
| 28 | CPT | Camden Property Trust | 股票-房地产 | 2.00% | +0.17% | -2.03% | |
| 29 | NTR | Nutrien LTD | 股票-原材料 | 1.85% | -0.76% | +7.04% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 1.70% | -0.20% | +2.95% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.68% | -0.74% | EXIT | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 1.51% | -1.57% | EXIT | |
| 33 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.15% | +0.12% | -3.81% | |
| 34 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.15% | -0.38% | +18.98% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | +0.03% | -0.86% | |
| 36 | F | Ford Motor Co | 股票-周期性消费 | 0.90% | — | -3.49% | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.83% | -0.22% | +13.94% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | +0.06% | -47.84% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.01% | +1.43% | |
| 40 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.80% | — | -4.13% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.26% | +0.62% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.32% | -0.03% | -3.04% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.30% | -0.01% | +1.00% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | +0.05% | -4.56% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.22% | -0.02% | — | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.21% | -0.01% | -0.66% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.19% | -0.01% | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | +0.06% | -0.04% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.14% | — | -0.07% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.14% | +0.05% | +13.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +1.5% | NEW | 新建仓 |
| 2 | KVUE | Kenvue Inc | +0.4% | +1.33% | 加仓 |
| 3 | BNY | Bank Of New York Mellon CORP | +0.4% | -4.28% | 减仓 |
| 4 | CUZ | Cousins Properties Inc | +0.4% | -1.97% | 减仓 |
| 5 | HIW | Highwoods Properties Inc | +0.4% | -2.46% | 减仓 |
| 6 | UL | Unilever PLC | +0.4% | -3.51% | 减仓 |
| 7 | MCD | Mcdonald's CORP | +0.3% | +0.79% | 加仓 |
| 8 | USB | US Bancorp | +0.3% | -2.08% | 减仓 |
| 9 | CME | Cme Group Inc | +0.2% | -1.54% | 减仓 |
| 10 | DEO | Diageo Plc-sponsored Adr | +0.2% | +2.23% | 加仓 |
| 11 | MDT | Medtronic plc | +0.2% | +2.95% | 加仓 |
| 12 | HSY | Hershey Co/the | +0.2% | +18.98% | 加仓 |
| 13 | NKE | Nike Inc -cl B | +0.2% | +13.94% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +1.14% | 加仓 |
| 15 | GLW | Corning Inc | +0.2% | -2.29% | 减仓 |
| 16 | MDLZ | Mondelez International Inc-a | +0.2% | -2.14% | 减仓 |
| 17 | DE | Deere & Co | +0.1% | -2.64% | 减仓 |
| 18 | KO | Coca-cola Co/the | +0.1% | -2.24% | 减仓 |
| 19 | CPT | Camden Property Trust | +0.1% | -2.03% | 减仓 |
| 20 | AAPL | Apple Inc | +0.1% | -3.30% | 减仓 |
| 21 | VZ | Verizon Communications Inc | +0.1% | -0.57% | 减仓 |
| 22 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 23 | SPG | Simon Property Group Inc | +0.1% | -3.32% | 减仓 |
| 24 | WMT | Walmart Inc | +0.1% | NEW | 新建仓 |
| 25 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建仓 |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 27 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建仓 |
| 28 | PFE | Pfizer Inc | +0.1% | +4.13% | 加仓 |
| 29 | WELL | Welltower Inc | +0.1% | -13.78% | 减仓 |
| 30 | LEVI | Levi Strauss & Co- Class A | +0.1% | -3.81% | 减仓 |
| 31 | HD | Home Depot Inc | 0% | +28.07% | 加仓 |
| 32 | BWA | Borgwarner Inc | 0% | -4.13% | 减仓 |
| 33 | SHW | Sherwin-williams Co/the | 0% | — | 不变 |
| 34 | CNA | Cna Financial CORP | 0% | -0.83% | 减仓 |
| 35 | KHC | Kraft Heinz Co/the | 0% | -3.20% | 减仓 |
| 36 | VOO | Vanguard S&p 500 ETF | — | -0.86% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | 0% | -2.19% | 减仓 |
| 38 | AMAT | Applied Materials Inc | -0.1% | EXIT | 清仓 |
| 39 | PEP | Pepsico Inc | -0.1% | -1.08% | 减仓 |
| 40 | DHI | Dr Horton Inc | -0.1% | EXIT | 清仓 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -3.73% | 减仓 |
| 42 | F | Ford Motor Co | -0.3% | -3.49% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -0.3% | -1.79% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.5% | -3.06% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.5% | -1.70% | 减仓 |
| 46 | SNY | Sanofi-adr | -0.5% | EXIT | 清仓 |
| 47 | SCHW | Schwab (charles) CORP | -0.6% | -0.73% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -47.84% | 减仓 |
| 49 | SBUX | Starbucks CORP | -1.5% | EXIT | 清仓 |
| 50 | INTC | Intel CORP | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，CORDA Investment Management, LLC. 在 Q3 2024 季度的美股持仓总市值约为 US$16.3亿，共申报了 70 个公开持股仓位。
在 Q3 2024 季度，CORDA Investment Management, LLC. 按市值排列的前三大核心持股分别为：UL (4.2%)、BNY (4.1%)、CME (4.0%)。其中最大持股仓位 UL 占据整体投资组合约 4.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
HON
市值: US$1941.4万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$1961.6万
在 Q3 2024 季度中，CORDA Investment Management, LLC. 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 9 个仓位、减仓 29 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 HON。 本季清仓仓位包含 INTC。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。