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: 0001774879
申报总市值
US$16.9亿
US$16.9亿
272 檔
22.4%
Q4 2024 季度申报显示，Cornerstone Wealth Group, LLC 披露的美股组合总市值为 US$16.9亿，涵盖 272 个不同之权益投资仓位。
在 Q4 2024，Cornerstone Wealth Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 23 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Cornerstone Wealth Group, LLC 的前 5 大核心持股（包含 NVDA, SPY, AGG 等）合计占整体申报市值的 22.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 272 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 10.31% | +0.50% | -5.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.42% | -0.16% | -1.48% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.44% | -0.07% | +6.57% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.92% | +0.01% | +3.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.84% | -0.15% | +6.48% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.61% | -0.09% | +199.86% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.34% | +4.99% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.77% | -0.26% | -0.45% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.64% | -0.03% | +3.13% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.62% | -0.04% | -0.50% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.50% | -0.06% | -3.86% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.47% | -0.06% | +1.37% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.44% | -0.18% | +2.49% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.08% | +2.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | +0.09% | +14.14% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.10% | -0.03% | -3.89% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.02% | — | +1.32% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.15% | +1.67% | |
| 19 | CMI | Cummins Inc | 股票-工业 | 0.99% | -0.17% | +0.34% | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | +0.01% | +90.02% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.97% | +0.01% | -18.52% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | -0.13% | -21.54% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.93% | — | +62.32% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | -0.08% | +1.94% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | +0.07% | -26.80% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.90% | -0.16% | -0.36% | |
| 27 | LVHI | Franklin International Low V | ETF-其他 | 0.89% | -0.01% | +0.59% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | +0.05% | +1.38% | |
| 29 | WMB | Williams Cos Inc | 股票-能源 | 0.82% | -0.06% | +81.40% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | +0.12% | +0.68% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | -0.01% | +3.54% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.75% | — | +51.26% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.10% | +2.48% | |
| 34 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.71% | -0.06% | -0.17% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.09% | -31.45% | |
| 36 | SO | Southern Co/the | 股票-公用事业 | 0.65% | — | +3.31% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.03% | +1.99% | |
| 38 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.60% | -0.02% | -4.49% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | -0.34% | +2.64% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.22% | +3.51% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +0.37% | |
| 42 | PRU | Prudential Financial Inc | 股票-金融 | 0.57% | -0.26% | +4.15% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.56% | -0.02% | +2.76% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | +0.01% | +1.27% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.55% | -0.03% | -0.19% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.55% | -0.01% | +0.26% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.53% | -0.03% | +5.34% | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.53% | -0.05% | +0.83% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.51% | — | +1.58% | |
| 50 | DG | Dollar General CORP | 股票-非周期性消费 | 0.50% | +0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -5.01% | 减仓 |
| 2 | DG | Dollar General CORP | +0.5% | NEW | 新建仓 |
| 3 | DPZ | Domino's Pizza Inc | +0.5% | NEW | 新建仓 |
| 4 | AAPL | Apple Inc | +0.4% | +3.35% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | -0.45% | 减仓 |
| 6 | WMB | Williams Cos Inc | +0.4% | +81.40% | 加仓 |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.4% | NEW | 新建仓 |
| 8 | XLC | Ss Comm Select Sector Spdr | +0.4% | NEW | 新建仓 |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +90.02% | 加仓 |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +62.32% | 加仓 |
| 11 | XLI | Ss Industrial Select Sector | +0.3% | NEW | 新建仓 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.3% | +6.48% | 加仓 |
| 13 | CME | Cme Group Inc | +0.3% | NEW | 新建仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +14.14% | 加仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +2.49% | 加仓 |
| 16 | IWM | Ishares Russell 2000 ETF | +0.2% | +102.64% | 加仓 |
| 17 | ADBE | Adobe Inc | +0.2% | +518.50% | 加仓 |
| 18 | IEMG | Ishares Core Msci Emerging | +0.2% | +51.26% | 加仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +2.89% | 加仓 |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +199.31% | 加仓 |
| 21 | TSLA | Tesla Inc | +0.1% | -2.97% | 减仓 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.13% | 加仓 |
| 23 | NOW | Servicenow Inc | +0.1% | +0.61% | 加仓 |
| 24 | CMI | Cummins Inc | +0.1% | +0.34% | 加仓 |
| 25 | AGG | Ishares Core U.s. Aggregate | 0% | +6.57% | 加仓 |
| 26 | MSFT | Microsoft CORP | 0% | +4.99% | 加仓 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | +1.58% | 加仓 |
| 28 | UBER | Uber Technologies Inc | -0.1% | +0.26% | 加仓 |
| 29 | DEM | Wisdomtree Emerging Markets | -0.1% | -4.49% | 减仓 |
| 30 | REGN | Regeneron Pharmaceuticals | -0.1% | +3.67% | 加仓 |
| 31 | ABBV | Abbvie Inc | -0.1% | +1.67% | 加仓 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.68% | 加仓 |
| 33 | PEP | Pepsico Inc | -0.1% | -0.36% | 减仓 |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +1.32% | 加仓 |
| 35 | ETN | Eaton Corporation plc | -0.1% | -34.33% | 减仓 |
| 36 | V | Visa Inc-class A Shares | -0.2% | -31.45% | 减仓 |
| 37 | WMT | Walmart Inc | -0.2% | -38.27% | 减仓 |
| 38 | SLB | Slb LTD | -0.2% | EXIT | 清仓 |
| 39 | BAC | Bank Of America CORP | -0.2% | -26.80% | 减仓 |
| 40 | DRI | Darden Restaurants Inc | -0.2% | EXIT | 清仓 |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -3.86% | 减仓 |
| 42 | AMD | Advanced Micro Devices | -0.3% | -81.60% | 减仓 |
| 43 | HD | Home Depot Inc | -0.3% | -21.54% | 减仓 |
| 44 | XLRE | Ss Real Estate Select Sector | -0.3% | EXIT | 清仓 |
| 45 | IDEV | Ishares Core Msci Dev Mkts | -0.4% | -18.52% | 减仓 |
| 46 | XLP | Ss Consumer Staples Sel Sect | -0.4% | -85.34% | 减仓 |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | EXIT | 清仓 |
| 48 | JNJ | Johnson & Johnson | -0.4% | -54.51% | 减仓 |
| 49 | XLV | Ss Health Care Select Sector | -0.6% | EXIT | 清仓 |
| 50 | BTAL | Agf US Market Neutral Anti-b | -1.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Cornerstone Wealth Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$16.9亿，共申报了 272 个公开持股仓位。
在 Q4 2024 季度，Cornerstone Wealth Group, LLC 按市值排列的前三大核心持股分别为：NVDA (10.3%)、SPY (6.4%)、AGG (5.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.3% 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
DG
市值: US$616.8万
本季最大获利了结 / 清仓标的
BTAL
前期市值: US$2011.6万
在 Q4 2024 季度中，Cornerstone Wealth Group, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 23 个仓位、减仓 15 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 DG。 本季清仓仓位包含 BTAL。
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。