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
43.8%
根据最新整理的 13F 季度数据集，Correct Capital Wealth Management 于 Q4 2025 结束时的管理资产规模为 US$5.8亿。该机构在本季度申报了 110 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 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, SPY 等）合计占整体申报市值的 43.8%，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 | 13.37% | -0.02% | -13.95% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 11.79% | -0.19% | +23.62% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.91% | -1.92% | +20.21% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 7.38% | -0.53% | +4.85% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.13% | -0.12% | +5.39% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.65% | -0.31% | +6.31% | |
| 7 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 4.70% | -0.34% | +31.07% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 4.57% | +0.15% | +8.77% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.22% | +0.02% | +1.49% | |
| 10 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 3.50% | -0.95% | EXIT | |
| 11 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.03% | -0.69% | -18.12% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.05% | +0.26% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.28% | +0.01% | -9.20% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.02% | +35.72% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.08% | +3.37% | +49.74% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.04% | +0.04% | +8.19% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.12% | +3.91% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.01% | +6.25% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.72% | -0.07% | +6.46% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.15% | +6.22% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +0.04% | +1.37% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.66% | +1.12% | +86.31% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | +0.04% | +4.20% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | -0.04% | +4.32% | |
| 25 | MSTR | Strategy Inc | 股票-科技 | 0.59% | -0.05% | EXIT | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.56% | +2.12% | +58.61% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.02% | +3.87% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.73% | EXIT | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | +0.08% | +147.23% | |
| 30 | WM | Waste Management Inc | 股票-工业 | 0.51% | -0.06% | +6.16% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | — | +8.72% | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 0.48% | -0.03% | -45.81% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | +0.02% | +1.96% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | -0.01% | +6.65% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.40% | +0.02% | +5.51% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.40% | — | +6.19% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.14% | +5.63% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | +0.06% | -1.28% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | +0.06% | +2.59% | |
| 40 | ORI | Old Republic Intl CORP | 股票-金融 | 0.37% | -0.02% | +5.84% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.35% | -0.01% | +5.39% | |
| 42 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.35% | -0.06% | +6.45% | |
| 43 | TPR | Tapestry Inc | 股票-周期性消费 | 0.34% | -0.03% | +5.64% | |
| 44 | VICI | Vici Properties Inc | 股票-房地产 | 0.33% | -0.04% | +6.53% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.30% | -0.17% | +6.89% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.30% | +0.10% | +92.96% | |
| 47 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.29% | — | +6.81% | |
| 48 | NTAP | Netapp Inc | 股票-科技 | 0.26% | +0.09% | +8.72% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | +0.02% | -0.98% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.22% | +0.03% | -1.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +3.8% | +23.62% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +20.21% | 加仓 |
| 3 | UBND | Victoryshares Core Plus Bond | +1.5% | +31.07% | 加仓 |
| 4 | DGRO | Ishares Core Dividend Growth | +1.3% | +5.39% | 加仓 |
| 5 | FBND | Fidelity Total Bond ETF | +1.2% | +4.85% | 加仓 |
| 6 | AVEM | Avantis Emerging Markets Eq | +1% | +8.77% | 加仓 |
| 7 | PYLD | Pimco Multisector Bond Actv | +1% | +6.31% | 加仓 |
| 8 | AVUV | Avantis US Small Cap Value | +0.7% | +1.49% | 加仓 |
| 9 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +49.74% | 加仓 |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +86.31% | 加仓 |
| 11 | MA | Mastercard Inc - A | +0.3% | +147.23% | 加仓 |
| 12 | MSFT | Microsoft CORP | +0.3% | +35.72% | 加仓 |
| 13 | AVUS | Avantis U.s. Equity ETF | +0.3% | +58.61% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +8.19% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +1.37% | 加仓 |
| 16 | CRM | Salesforce Inc | +0.2% | +6.22% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +2.59% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | +4.20% | 加仓 |
| 19 | SCHW | Schwab (charles) CORP | +0.2% | +6.46% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +4.32% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +6.25% | 加仓 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.28% | 减仓 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +5.80% | 加仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | +3.87% | 加仓 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +140.04% | 加仓 |
| 26 | TPR | Tapestry Inc | +0.1% | +5.64% | 加仓 |
| 27 | KO | Coca-cola Co/the | +0.1% | +6.65% | 加仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +155.62% | 加仓 |
| 29 | SOFI | Sofi Technologies Inc | +0.1% | +106.87% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | 0% | +3.91% | 加仓 |
| 31 | SHOP | Shopify Inc - Class A | 0% | -33.26% | 减仓 |
| 32 | NKE | Nike Inc -cl B | -0.1% | -19.49% | 减仓 |
| 33 | PYPL | Paypal Holdings Inc | -0.1% | -36.63% | 减仓 |
| 34 | ORCL | Oracle CORP | -0.1% | -4.78% | 减仓 |
| 35 | PULS | Pgim Ultra Short Bond ETF | -0.2% | -18.12% | 减仓 |
| 36 | HYDB | Ishares High Yield Systemati | -0.3% | -45.81% | 减仓 |
| 37 | JGRO | Jpmorgan Active Growth ETF | -0.4% | -13.95% | 减仓 |
| 38 | VFLO | Victoryshares Free Cash Flow | -2.3% | -49.37% | 减仓 |
| 39 | MSTR | Strategy Inc | -3.8% | -74.58% | 减仓 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | -7% | -98.88% | 减仓 |
| 41 | ANGX | Angel Studios Inc | — | EXIT | 清仓 |
| 42 | ONMD | Onemednet CORP | — | EXIT | 清仓 |
| 43 | ✓ | Kindly Md Inc | — | EXIT | 清仓 |
| 44 | ZTS | Zoetis Inc | — | EXIT | 清仓 |
| 45 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | — | EXIT | 清仓 |
| 46 | TGT | Target CORP | — | EXIT | 清仓 |
| 47 | VEEV | Veeva Systems Inc-class A | — | EXIT | 清仓 |
| 48 | LNTH | Lantheus Holdings Inc | — | EXIT | 清仓 |
| 49 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建仓 |
| 50 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Correct Capital Wealth Management 在 Q4 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 Q4 2025 季度，Correct Capital Wealth Management 按市值排列的前三大核心持股分别为：JGRO (13.4%)、AVDE (11.8%)、SPY (7.9%)。其中最大持股仓位 JGRO 占据整体投资组合约 13.4% 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
VXUS
市值: US$31.0万
本季最大获利了结 / 清仓标的
ANGX
前期市值: US$1028.0万
在 Q4 2025 季度中，Correct Capital Wealth Management 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 29 个仓位、减仓 11 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 VXUS。 本季清仓仓位包含 ANGX。
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。