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
115 檔
42.8%
在 Q3 2025 申报期间，Correct Capital Wealth Management（CIK: 0001844835）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$5.8亿，共持有 115 个公开申报仓位。
在 Q3 2025，Correct Capital Wealth Management 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 27 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，Correct Capital Wealth Management 的前 5 大核心持股（包含 JGRO, AVDE, IBIT 等）合计占整体申报市值的 42.8%，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 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 13.79% | -0.02% | -6.38% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 8.03% | -0.19% | +24.27% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 7.03% | -0.02% | -64.61% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 6.21% | -0.53% | +10.57% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.83% | -0.12% | -19.71% | |
| 6 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 5.78% | -0.95% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.65% | -1.92% | +13.50% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 4.70% | -0.31% | +12.74% | |
| 9 | MSTR | Strategy Inc | 股票-科技 | 4.36% | -0.05% | EXIT | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.60% | +0.15% | +14.75% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.57% | +0.02% | +2.37% | |
| 12 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 3.16% | -0.34% | +11.54% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.19% | -0.69% | -12.09% | |
| 14 | ANGX | Angel Studios Inc | 股票-其他 | 1.69% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.05% | — | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.16% | +0.01% | -4.68% | |
| 17 | ONMD | Onemednet CORP | 股票-其他 | 0.81% | — | — | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.80% | +0.04% | -5.13% | |
| 19 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 0.79% | -0.03% | +8.21% | |
| 20 | ✓ | Kindly Md Inc | 股票-其他 | 0.79% | — | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.02% | +2.63% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | -0.12% | +2.62% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.62% | +3.37% | +14.12% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.01% | -2.40% | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.57% | -0.07% | +2.47% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.15% | +43.61% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.48% | +0.04% | -1.05% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | -0.04% | +1.29% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | +0.04% | -13.44% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | +0.02% | -5.88% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 0.42% | -0.06% | +1.27% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.73% | EXIT | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.40% | — | -0.05% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | +0.02% | +1.44% | |
| 35 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.35% | — | +100.34% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.34% | -0.01% | -1.02% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.34% | +0.02% | +2.57% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.14% | +1.96% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.33% | — | +0.89% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.32% | -0.01% | +1.21% | |
| 41 | VICI | Vici Properties Inc | 股票-房地产 | 0.32% | -0.04% | +0.49% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.30% | +2.12% | +21.59% | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.30% | +1.12% | +12.47% | |
| 44 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.30% | -0.06% | +1.97% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.29% | -0.06% | +66.88% | |
| 46 | ORI | Old Republic Intl CORP | 股票-金融 | 0.29% | -0.02% | +0.87% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.27% | +0.06% | — | |
| 48 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.27% | -0.23% | EXIT | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.27% | +0.10% | — | |
| 50 | TPR | Tapestry Inc | 股票-周期性消费 | 0.25% | -0.03% | -29.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.6% | +13.50% | 加仓 |
| 2 | AVDE | Avantis International Equity | +4.5% | +24.27% | 加仓 |
| 3 | JGRO | Jpmorgan Active Growth ETF | +3.9% | -6.38% | 加仓 |
| 4 | FBND | Fidelity Total Bond ETF | +0.8% | +10.57% | 加仓 |
| 5 | PYLD | Pimco Multisector Bond Actv | +0.7% | +12.74% | 加仓 |
| 6 | UBND | Victoryshares Core Plus Bond | +0.5% | +11.54% | 加仓 |
| 7 | CRM | Salesforce Inc | +0.4% | +43.61% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.3% | +2.63% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +2.62% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | -5.88% | 减仓 |
| 11 | ORCL | Oracle CORP | +0.2% | +66.88% | 加仓 |
| 12 | LLY | Eli Lilly & Co | +0.2% | +24.66% | 加仓 |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +14.12% | 加仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | -1.05% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | -13.44% | 减仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -2.40% | 加仓 |
| 17 | SCHW | Schwab (charles) CORP | +0.2% | +2.47% | 加仓 |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +12.47% | 加仓 |
| 19 | AVUS | Avantis U.s. Equity ETF | +0.1% | +21.59% | 加仓 |
| 20 | PULS | Pgim Ultra Short Bond ETF | +0.1% | -12.09% | 加仓 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +8.00% | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.1% | -5.13% | 减仓 |
| 23 | NVDA | Nvidia CORP | +0.1% | +16.22% | 加仓 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +1.29% | 加仓 |
| 25 | EMR | Emerson Electric Co | +0.1% | +0.89% | 加仓 |
| 26 | INTU | Intuit Inc | +0.1% | +79.55% | 加仓 |
| 27 | NTAP | Netapp Inc | +0.1% | -0.19% | 加仓 |
| 28 | HYDB | Ishares High Yield Systemati | +0.1% | +8.21% | 加仓 |
| 29 | ETN | Eaton Corporation plc | +0.1% | +0.90% | 加仓 |
| 30 | ABBV | Abbvie Inc | +0.1% | +2.57% | 加仓 |
| 31 | LNTH | Lantheus Holdings Inc | 0% | — | 不变 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | 减仓 |
| 33 | TGT | Target CORP | -0.1% | +9.95% | 减仓 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 减仓 |
| 35 | AVEM | Avantis Emerging Markets Eq | -1.3% | +14.75% | 减仓 |
| 36 | VFLO | Victoryshares Free Cash Flow | -1.6% | -18.91% | 减仓 |
| 37 | DGRO | Ishares Core Dividend Growth | -1.9% | -19.71% | 减仓 |
| 38 | AVUV | Avantis US Small Cap Value | -2% | +2.37% | 减仓 |
| 39 | MSTR | Strategy Inc | -4.4% | -61.24% | 减仓 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | -11.7% | -64.61% | 减仓 |
| 41 | ANGX | Angel Studios Inc | — | NEW | 新建仓 |
| 42 | ONMD | Onemednet CORP | — | NEW | 新建仓 |
| 43 | ✓ | Kindly Md Inc | — | NEW | 新建仓 |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 45 | ZTS | Zoetis Inc | — | NEW | 新建仓 |
| 46 | RITM | Rithm Capital CORP | — | EXIT | 清仓 |
| 47 | TTD | Trade Desk Inc/the -class A | — | EXIT | 清仓 |
| 48 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | 清仓 |
| 49 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 50 | CAT | Caterpillar Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Correct Capital Wealth Management 在 Q3 2025 季度的美股持仓总市值约为 US$5.8亿，共申报了 115 个公开持股仓位。
在 Q3 2025 季度，Correct Capital Wealth Management 按市值排列的前三大核心持股分别为：JGRO (13.8%)、AVDE (8.0%)、IBIT (7.0%)。其中最大持股仓位 JGRO 占据整体投资组合约 13.8% 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
ANGX
市值: US$1028.0万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$260.3万
在 Q3 2025 季度中，Correct Capital Wealth Management 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 27 个仓位、减仓 12 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 ANGX。 本季清仓仓位包含 UNH。
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。
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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。