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
80 檔
18.6%
在 Q3 2025 申报期间，CORDA Investment Management, LLC.（CIK: 0001545812）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$16.3亿，共持有 80 个公开申报仓位。
在 Q3 2025，CORDA Investment Management, LLC. 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 22 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，CORDA Investment Management, LLC. 的前 5 大核心持股（包含 AAPL, BNY, CME 等）合计占整体申报市值的 18.6%，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 | AAPL | Apple Inc | 股票-科技 | 5.15% | +0.08% | +0.15% | |
| 2 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 4.32% | +0.25% | -14.74% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 4.15% | -1.40% | -1.56% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.92% | -0.50% | -2.13% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.75% | +0.42% | -1.14% | |
| 6 | WELL | Welltower Inc | 股票-房地产 | 3.59% | -0.01% | -1.69% | |
| 7 | UL | Unilever PLC | 股票-非周期性消费 | 3.34% | — | -0.23% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.27% | +0.29% | +0.47% | |
| 9 | USB | US Bancorp | 股票-金融 | 3.21% | +0.07% | -0.71% | |
| 10 | DE | Deere & Co | 股票-工业 | 3.08% | -0.07% | -1.25% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.97% | -0.73% | +1.13% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.80% | -0.33% | +0.15% | |
| 13 | SPG | Simon Property Group Inc | 股票-房地产 | 2.76% | +0.13% | -1.29% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.60% | -0.25% | +1.91% | |
| 15 | GLW | Corning Inc | 股票-科技 | 2.59% | +1.90% | -20.32% | |
| 16 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.54% | -0.22% | +1.42% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.45% | -0.66% | -1.79% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.41% | -0.08% | -1.54% | |
| 19 | HIW | Highwoods Properties Inc | 股票-房地产 | 2.30% | +0.48% | +0.01% | |
| 20 | CNA | Cna Financial CORP | 股票-其他 | 2.29% | -0.07% | +2.49% | |
| 21 | NTR | Nutrien LTD | 股票-原材料 | 2.24% | -0.76% | +0.85% | |
| 22 | PFE | Pfizer Inc | 股票-医疗保健 | 2.09% | -0.55% | +1.90% | |
| 23 | CUZ | Cousins Properties Inc | 股票-房地产 | 2.03% | +0.31% | +0.41% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.01% | -0.14% | -0.90% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.86% | -0.34% | -1.16% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 1.75% | -0.20% | +0.07% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.63% | +2.19% | +4.04% | |
| 28 | CPT | Camden Property Trust | 股票-房地产 | 1.61% | +0.17% | +2.44% | |
| 29 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.50% | -0.38% | +6.62% | |
| 30 | HON | Honeywell International Inc | 股票-工业 | 1.47% | -1.57% | EXIT | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 1.45% | +0.61% | +12.55% | |
| 32 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.36% | — | -4.16% | |
| 33 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.26% | -0.25% | +3.81% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.16% | +0.03% | +0.05% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.13% | -0.74% | EXIT | |
| 36 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.09% | +0.12% | -3.13% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.05% | +0.90% | |
| 38 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.01% | -0.05% | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.01% | +3.07% | |
| 40 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.85% | -0.22% | +1.23% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | +0.06% | +1.34% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.26% | -17.11% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | -0.01% | +206.15% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.33% | -0.03% | -4.59% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.30% | -0.01% | -1.27% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.29% | +0.05% | +8.85% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.26% | +0.09% | -2.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.23% | +0.06% | -3.36% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.21% | -0.12% | +7.48% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.21% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.8% | +0.15% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -1.14% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.8% | +0.90% | 加仓 |
| 4 | GLW | Corning Inc | +0.5% | -20.32% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +0.47% | 加仓 |
| 6 | LEVI | Levi Strauss & Co- Class A | +0.2% | -3.13% | 减仓 |
| 7 | HSY | Hershey Co/the | +0.2% | +6.62% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +3.07% | 加仓 |
| 9 | NTR | Nutrien LTD | +0.2% | +0.85% | 加仓 |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | -2.13% | 减仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.05% | 加仓 |
| 12 | USB | US Bancorp | +0.1% | -0.71% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -3.36% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.1% | +3.99% | 减仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +0.15% | 加仓 |
| 16 | NKE | Nike Inc -cl B | +0.1% | +1.23% | 加仓 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +8.85% | 加仓 |
| 18 | SPG | Simon Property Group Inc | -0.1% | -1.29% | 减仓 |
| 19 | MDT | Medtronic plc | -0.1% | +0.07% | 加仓 |
| 20 | WELL | Welltower Inc | -0.1% | -1.69% | 减仓 |
| 21 | PFE | Pfizer Inc | -0.1% | +1.90% | 加仓 |
| 22 | HIW | Highwoods Properties Inc | -0.1% | +0.01% | 加仓 |
| 23 | XOM | Exxon Mobil CORP | -0.1% | -17.11% | 减仓 |
| 24 | BNY | Bank Of New York Mellon CORP | -0.2% | -14.74% | 减仓 |
| 25 | PEP | Pepsico Inc | -0.3% | +1.13% | 加仓 |
| 26 | MCD | Mcdonald's CORP | -0.4% | -1.16% | 减仓 |
| 27 | CPT | Camden Property Trust | -0.4% | +2.44% | 加仓 |
| 28 | CNA | Cna Financial CORP | -0.4% | +2.49% | 加仓 |
| 29 | KHC | Kraft Heinz Co/the | -0.4% | -4.16% | 加仓 |
| 30 | VZ | Verizon Communications Inc | -0.5% | -1.79% | 减仓 |
| 31 | KO | Coca-cola Co/the | -0.5% | -0.90% | 减仓 |
| 32 | DIS | Walt Disney Co/the | -0.5% | -28.41% | 减仓 |
| 33 | UL | Unilever PLC | -0.5% | -0.23% | 减仓 |
| 34 | STZ | Constellation Brands Inc-a | -0.6% | +3.81% | 加仓 |
| 35 | MDLZ | Mondelez International Inc-a | -0.6% | +1.42% | 加仓 |
| 36 | DE | Deere & Co | -0.6% | -1.25% | 减仓 |
| 37 | CME | Cme Group Inc | -0.6% | -1.56% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.7% | -1.54% | 减仓 |
| 39 | KVUE | Kenvue Inc | — | EXIT | 清仓 |
| 40 | AMAT | Applied Materials Inc | — | NEW | 新建仓 |
| 41 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 42 | DEO | Diageo Plc-sponsored Adr | — | NEW | 新建仓 |
| 43 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 44 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 45 | GLXY | Galaxy Digital Inc-a | — | NEW | 新建仓 |
| 46 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建仓 |
| 47 | IBM | Intl Business Machines CORP | — | NEW | 新建仓 |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | 新建仓 |
| 49 | EMR | Emerson Electric Co | — | NEW | 新建仓 |
| 50 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，CORDA Investment Management, LLC. 在 Q3 2025 季度的美股持仓总市值约为 US$16.3亿，共申报了 80 个公开持股仓位。
在 Q3 2025 季度，CORDA Investment Management, LLC. 按市值排列的前三大核心持股分别为：AAPL (5.2%)、BNY (4.3%)、CME (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
AMAT
市值: US$2318.1万
本季最大获利了结 / 清仓标的
KVUE
前期市值: US$2978.4万
在 Q3 2025 季度中，CORDA Investment Management, LLC. 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 22 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AMAT。 本季清仓仓位包含 KVUE。
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。