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: 0001844835
申报总市值
US$5.8亿
US$5.8亿
110 檔
56.1%
Q1 2025 季度申报显示，Correct Capital Wealth Management 披露的美股组合总市值为 US$5.8亿，涵盖 110 个不同之权益投资仓位。
Correct Capital Wealth Management 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 24 档持股的同时，亦同步清仓 3 档并减仓 19 档标的。
在资产配置集中度方面，Correct Capital Wealth Management 的前 5 大核心持股（包含 IBIT, JGRO, MSTR 等）合计占整体申报市值的 56.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
UBER
市值: US$67.6万
本季最大获利了结 / 清仓标的
ROL
前期市值: US$47.5万
| # | 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 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 18.76% | -0.02% | +40871.30% | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 9.91% | -0.02% | -1.01% | |
| 3 | MSTR | Strategy Inc | 股票-科技 | 8.76% | -0.05% | EXIT | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.71% | -0.12% | -1.63% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 7.35% | -0.95% | EXIT | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.52% | +0.02% | +0.20% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.45% | -0.53% | +1.18% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 4.91% | +0.15% | +28.30% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.98% | -0.31% | +3.89% | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 3.55% | -0.19% | -13.07% | |
| 11 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 2.71% | -0.34% | +39.82% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.09% | -0.69% | -23.23% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.05% | -0.13% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.13% | +0.01% | -4.59% | |
| 15 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 0.72% | -0.03% | -34.93% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.71% | +0.04% | +13.48% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.12% | +40.58% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.02% | +1.18% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | +3.37% | +3.38% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | +0.01% | -8.89% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.42% | -0.07% | +7.28% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.42% | — | +25.89% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.73% | EXIT | |
| 24 | WM | Waste Management Inc | 股票-工业 | 0.40% | -0.06% | +12.79% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | +0.06% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.04% | +27.54% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.37% | — | +6.69% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.02% | +49.01% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.33% | -0.01% | +5.22% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.32% | -0.14% | +68.32% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.32% | +0.04% | +3.93% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.30% | -0.01% | -25.59% | |
| 33 | VICI | Vici Properties Inc | 股票-房地产 | 0.30% | -0.04% | +9.16% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | +0.04% | +2.89% | |
| 35 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.29% | -0.06% | +25.87% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.28% | +0.02% | +2.81% | |
| 37 | EMR | Emerson Electric Co | 股票-工业 | 0.26% | — | -3.76% | |
| 38 | ORI | Old Republic Intl CORP | 股票-金融 | 0.25% | -0.02% | +4.66% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.24% | +0.10% | -5.97% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.23% | +0.02% | -3.65% | |
| 41 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.23% | -0.23% | EXIT | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.23% | — | +44.72% | |
| 43 | TPR | Tapestry Inc | 股票-周期性消费 | 0.21% | -0.03% | -25.13% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.21% | -0.17% | -19.01% | |
| 45 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.21% | — | +2.67% | |
| 46 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.21% | +2.12% | +4.93% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.20% | +1.12% | +5.27% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | +0.02% | — | |
| 49 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | ETF-其他 | 0.18% | — | +9.42% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.17% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +18.7% | +40871.30% | 加仓 |
| 2 | UBND | Victoryshares Core Plus Bond | +0.4% | +39.82% | 加仓 |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.3% | +28.30% | 加仓 |
| 4 | CVX | Chevron CORP | +0.1% | +68.32% | 加仓 |
| 5 | MA | Mastercard Inc - A | +0.1% | +224.52% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.1% | +49.01% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +27.54% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +40.58% | 加仓 |
| 9 | DPZ | Domino's Pizza Inc | 0% | +25.87% | 加仓 |
| 10 | UNH | Unitedhealth Group Inc | 0% | +25.89% | 加仓 |
| 11 | WM | Waste Management Inc | 0% | +12.79% | 加仓 |
| 12 | NKE | Nike Inc -cl B | 0% | +53.39% | 加仓 |
| 13 | KO | Coca-cola Co/the | — | +5.22% | 加仓 |
| 14 | VICI | Vici Properties Inc | — | +9.16% | 加仓 |
| 15 | ABBV | Abbvie Inc | 0% | +2.81% | 加仓 |
| 16 | SCHW | Schwab (charles) CORP | 0% | +7.28% | 加仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.13% | 减仓 |
| 18 | INTU | Intuit Inc | -0.1% | -45.83% | 减仓 |
| 19 | ISRG | Intuitive Surgical Inc | -0.1% | -35.71% | 减仓 |
| 20 | CI | THE Cigna Group | -0.1% | -44.94% | 减仓 |
| 21 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | -0.1% | +9.42% | 加仓 |
| 22 | NTAP | Netapp Inc | -0.1% | +2.84% | 加仓 |
| 23 | TPR | Tapestry Inc | -0.1% | -25.13% | 减仓 |
| 24 | QCOM | Qualcomm Inc | -0.1% | -19.01% | 减仓 |
| 25 | EMR | Emerson Electric Co | -0.1% | -3.76% | 减仓 |
| 26 | DLR | Digital Realty Trust Inc | -0.1% | -14.78% | 减仓 |
| 27 | XLK | Ss Technology Select Sector | -0.1% | -5.97% | 减仓 |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | +2.89% | 加仓 |
| 29 | ETN | Eaton Corporation plc | -0.2% | -31.17% | 减仓 |
| 30 | AVGO | Broadcom Inc | -0.2% | -3.65% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.2% | +1.18% | 加仓 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.2% | — | 不变 |
| 33 | HD | Home Depot Inc | -0.2% | -25.59% | 减仓 |
| 34 | AAPL | Apple Inc | -0.5% | -4.59% | 减仓 |
| 35 | HYDB | Ishares High Yield Systemati | -0.7% | -34.93% | 减仓 |
| 36 | PYLD | Pimco Multisector Bond Actv | -0.7% | +3.89% | 加仓 |
| 37 | MSTR | Strategy Inc | -0.9% | +12.40% | 加仓 |
| 38 | FBND | Fidelity Total Bond ETF | -1.1% | +1.18% | 加仓 |
| 39 | AVDE | Avantis International Equity | -1.1% | -13.07% | 减仓 |
| 40 | PULS | Pgim Ultra Short Bond ETF | -1.3% | -23.23% | 减仓 |
| 41 | VFLO | Victoryshares Free Cash Flow | -1.8% | -1.79% | 减仓 |
| 42 | DGRO | Ishares Core Dividend Growth | -1.9% | -1.63% | 减仓 |
| 43 | AVUV | Avantis US Small Cap Value | -2% | +0.20% | 加仓 |
| 44 | JGRO | Jpmorgan Active Growth ETF | -3.7% | -1.01% | 减仓 |
| 45 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 46 | LNTH | Lantheus Holdings Inc | — | NEW | 新建仓 |
| 47 | ROL | Rollins Inc | — | EXIT | 清仓 |
| 48 | GNRC | Generac Holdings Inc | — | EXIT | 清仓 |
| 49 | NFLX | Netflix Inc | — | NEW | 新建仓 |
| 50 | CEG | Constellation Energy | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Correct Capital Wealth Management 在 Q1 2025 季度的美股持仓总市值约为 US$5.8亿，共申报了 110 个公开持股仓位。
在 Q1 2025 季度，Correct Capital Wealth Management 按市值排列的前三大核心持股分别为：IBIT (18.8%)、JGRO (9.9%)、MSTR (8.8%)。其中最大持股仓位 IBIT 占据整体投资组合约 18.8% 的权重。
在 Q1 2025 季度中，Correct Capital Wealth Management 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 24 个仓位、减仓 19 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UBER。 本季清仓仓位包含 ROL。
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。
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。
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。