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
82 檔
18.4%
根据最新整理的 13F 季度数据集，CORDA Investment Management, LLC. 于 Q4 2025 结束时的管理资产规模为 US$16.3亿。该机构在本季度申报了 82 档美股持仓，呈现出该时期的主要投资地图。
CORDA Investment Management, LLC. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 19 档持股的同时，亦同步清仓 2 档并减仓 25 档标的。
在资产配置集中度方面，CORDA Investment Management, LLC. 的前 5 大核心持股（包含 GOOGL, BNY, CME 等）合计占整体申报市值的 18.4%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.88% | +0.42% | -2.17% | |
| 2 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 4.66% | +0.25% | -2.07% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 4.31% | -1.40% | -0.75% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.14% | -0.50% | -2.45% | |
| 5 | WELL | Welltower Inc | 股票-房地产 | 3.77% | -0.01% | -2.49% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.65% | +0.08% | -35.77% | |
| 7 | USB | US Bancorp | 股票-金融 | 3.63% | +0.07% | -0.84% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.58% | +0.29% | +0.69% | |
| 9 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.35% | -0.25% | -0.73% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.20% | -0.33% | -1.04% | |
| 11 | DE | Deere & Co | 股票-工业 | 3.18% | -0.07% | -2.00% | |
| 12 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.14% | -0.73% | +0.20% | |
| 13 | GLW | Corning Inc | 股票-科技 | 2.80% | +1.90% | -2.06% | |
| 14 | SPG | Simon Property Group Inc | 股票-房地产 | 2.77% | +0.13% | -1.60% | |
| 15 | CNA | Cna Financial CORP | 股票-其他 | 2.50% | -0.07% | +2.60% | |
| 16 | NTR | Nutrien LTD | 股票-原材料 | 2.45% | -0.76% | +0.77% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.34% | -0.08% | +0.56% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.30% | -0.66% | -2.19% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.29% | -0.22% | +1.36% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.15% | -0.14% | -1.82% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 2.07% | +2.19% | -2.29% | |
| 22 | PFE | Pfizer Inc | 股票-医疗保健 | 2.04% | -0.55% | -3.12% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.91% | -0.34% | -1.31% | |
| 24 | HIW | Highwoods Properties Inc | 股票-房地产 | 1.88% | +0.48% | -2.38% | |
| 25 | CUZ | Cousins Properties Inc | 股票-房地产 | 1.88% | +0.31% | +0.40% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 1.84% | -0.20% | +0.89% | |
| 27 | CPT | Camden Property Trust | 股票-房地产 | 1.79% | +0.17% | +4.56% | |
| 28 | ASML | ASML Holding N.V. | 股票-科技 | 1.65% | +0.61% | -0.55% | |
| 29 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.56% | -0.38% | +3.86% | |
| 30 | HON | Honeywell International Inc | 股票-工业 | 1.45% | -1.57% | EXIT | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.25% | -0.25% | -6.63% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.23% | +0.03% | +0.06% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.14% | -0.74% | EXIT | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | +0.05% | -0.52% | |
| 35 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.02% | +0.12% | +1.01% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.01% | +6.13% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.93% | -0.05% | -1.68% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | +0.06% | -0.02% | |
| 39 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.81% | -0.22% | +1.49% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.26% | +85.12% | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.38% | — | — | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | +0.05% | +17.24% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | -0.01% | +8.53% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.34% | -0.03% | +0.50% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | +0.06% | +2.95% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.30% | +0.09% | -0.97% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.25% | +0.13% | -5.68% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.24% | -0.01% | +55.21% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.24% | -0.12% | +9.70% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.24% | -0.01% | +6.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -2.17% | 减仓 |
| 2 | MRK | Merck & Co. Inc. | +0.8% | -0.73% | 减仓 |
| 3 | AMAT | Applied Materials Inc | +0.4% | -2.29% | 减仓 |
| 4 | USB | US Bancorp | +0.4% | -0.84% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.04% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.4% | +85.12% | 加仓 |
| 7 | BNY | Bank Of New York Mellon CORP | +0.3% | -2.07% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +0.69% | 加仓 |
| 9 | SCHW | Schwab (charles) CORP | +0.2% | -2.45% | 减仓 |
| 10 | NTR | Nutrien LTD | +0.2% | +0.77% | 加仓 |
| 11 | CNA | Cna Financial CORP | +0.2% | +2.60% | 加仓 |
| 12 | GLW | Corning Inc | +0.2% | -2.06% | 减仓 |
| 13 | ASML | ASML Holding N.V. | +0.2% | -0.55% | 减仓 |
| 14 | WELL | Welltower Inc | +0.2% | -2.49% | 减仓 |
| 15 | CPT | Camden Property Trust | +0.2% | +4.56% | 加仓 |
| 16 | PEP | Pepsico Inc | +0.2% | +0.20% | 加仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | -1.82% | 减仓 |
| 18 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +55.21% | 加仓 |
| 19 | MDT | Medtronic plc | +0.1% | +0.89% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +2.95% | 加仓 |
| 21 | QCOM | Qualcomm Inc | +0.1% | +17.24% | 加仓 |
| 22 | AMD | Advanced Micro Devices | +0.1% | -5.68% | 减仓 |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +59.97% | 加仓 |
| 24 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.53% | 加仓 |
| 25 | CAT | Caterpillar Inc | 0% | +4.34% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | 0% | -0.97% | 减仓 |
| 27 | SPG | Simon Property Group Inc | 0% | -1.60% | 减仓 |
| 28 | STZ | Constellation Brands Inc-a | 0% | -6.63% | 减仓 |
| 29 | HON | Honeywell International Inc | 0% | +3.40% | 加仓 |
| 30 | HD | Home Depot Inc | 0% | -10.22% | 减仓 |
| 31 | NKE | Nike Inc -cl B | 0% | +1.49% | 加仓 |
| 32 | SHW | Sherwin-williams Co/the | 0% | -18.56% | 减仓 |
| 33 | PFE | Pfizer Inc | -0.1% | -3.12% | 减仓 |
| 34 | GLXY | Galaxy Digital Inc-a | -0.1% | -10.96% | 减仓 |
| 35 | ORCL | Oracle CORP | -0.1% | -10.94% | 减仓 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | +0.56% | 加仓 |
| 37 | LEVI | Levi Strauss & Co- Class A | -0.1% | +1.01% | 加仓 |
| 38 | DEO | Diageo Plc-sponsored Adr | -0.1% | -1.68% | 减仓 |
| 39 | VZ | Verizon Communications Inc | -0.2% | -2.19% | 减仓 |
| 40 | CUZ | Cousins Properties Inc | -0.2% | +0.40% | 加仓 |
| 41 | AVGO | Broadcom Inc | -0.2% | -65.25% | 减仓 |
| 42 | MDLZ | Mondelez International Inc-a | -0.3% | +1.36% | 加仓 |
| 43 | HIW | Highwoods Properties Inc | -0.4% | -2.38% | 减仓 |
| 44 | AAPL | Apple Inc | -1.5% | -35.77% | 减仓 |
| 45 | UL | Unilever PLC | — | EXIT | 清仓 |
| 46 | KHC | Kraft Heinz Co/the | — | EXIT | 清仓 |
| 47 | VDC | Vanguard Consumer Staple ETF | — | NEW | 新建仓 |
| 48 | VHT | Vanguard Health Care ETF | — | NEW | 新建仓 |
| 49 | VNQ | Vanguard Real Estate ETF | — | NEW | 新建仓 |
| 50 | ROK | Rockwell Automation Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，CORDA Investment Management, LLC. 在 Q4 2025 季度的美股持仓总市值约为 US$16.3亿，共申报了 82 个公开持股仓位。
在 Q4 2025 季度，CORDA Investment Management, LLC. 按市值排列的前三大核心持股分别为：GOOGL (4.9%)、BNY (4.7%)、CME (4.3%)。其中最大持股仓位 GOOGL 占据整体投资组合约 4.9% 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
VDC
市值: US$518.4万
本季最大获利了结 / 清仓标的
UL
前期市值: US$4749.9万
在 Q4 2025 季度中，CORDA Investment Management, LLC. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VDC。 本季清仓仓位包含 UL。
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。