13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001545812
申報總市值
US$16.3億
US$16.3億
72 檔
15.3%
CORDA Investment Management, LLC. 在 Q4 2024 季度的美股部位總計估值為 US$16.3億，分散於 72 個持倉標的之中，反映其市場參與廣度與投資規模。
CORDA Investment Management, LLC. 於 Q4 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 24 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，CORDA Investment Management, LLC. 的前 5 大核心持股（包含 BNY, CME, AAPL 等）合計佔整體申報市值的 15.3%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
ABEV
市值: US$1198.7萬
本季最大獲利了結 / 清倉標的
F
前期市值: US$1154.6萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 4.34% | +0.25% | -3.07% | |
| 2 | CME | Cme Group Inc | 股票-金融 | 4.27% | -1.40% | -2.18% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.87% | +0.08% | -9.99% | |
| 4 | UL | Unilever PLC | 股票-非循環性消費 | 3.74% | — | -0.45% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.64% | -0.50% | -2.19% | |
| 6 | WELL | Welltower Inc | 股票-房地產 | 3.60% | -0.01% | -2.84% | |
| 7 | USB | US Bancorp | 股票-金融 | 3.59% | +0.07% | -1.13% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.49% | +0.29% | +0.08% | |
| 9 | DE | Deere & Co | 股票-工業 | 3.43% | -0.07% | -3.30% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.27% | -0.73% | +0.77% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.25% | +0.42% | -0.76% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.15% | -0.08% | -1.92% | |
| 13 | SPG | Simon Property Group Inc | 股票-房地產 | 2.98% | +0.13% | -2.04% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.70% | -0.22% | +20.46% | |
| 15 | CNA | Cna Financial CORP | 股票-其他 | 2.56% | -0.07% | +1.78% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.54% | -0.66% | -1.02% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.52% | -0.25% | +6.04% | |
| 18 | CUZ | Cousins Properties Inc | 股票-房地產 | 2.38% | +0.31% | -0.71% | |
| 19 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 2.36% | -0.05% | +0.28% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.36% | -0.33% | +2.29% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.22% | -0.14% | -1.56% | |
| 22 | GLW | Corning Inc | 股票-科技 | 2.20% | +1.90% | -1.42% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 2.15% | -0.55% | +0.51% | |
| 24 | KVUE | Kenvue Inc | 股票-非循環性消費 | 2.14% | — | +1.41% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.12% | -0.34% | -1.66% | |
| 26 | HIW | Highwoods Properties Inc | 股票-房地產 | 2.08% | +0.48% | -0.43% | |
| 27 | CPT | Camden Property Trust | 股票-房地產 | 1.92% | +0.17% | -0.09% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.90% | -0.74% | EXIT | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.84% | — | -3.34% | |
| 30 | NTR | Nutrien LTD | 股票-原物料 | 1.83% | -0.76% | +3.47% | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 1.70% | -1.57% | EXIT | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 1.59% | -0.20% | +3.05% | |
| 33 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.17% | -0.38% | +12.76% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | +0.03% | +0.02% | |
| 35 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.96% | +0.12% | +2.42% | |
| 36 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 0.96% | — | — | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.01% | +3.54% | |
| 38 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.83% | -0.22% | +13.20% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | +0.06% | -1.69% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.26% | +1.28% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | +0.05% | +3.47% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.32% | -0.03% | -0.56% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.30% | -0.01% | -0.39% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.26% | -0.01% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.22% | -0.02% | — | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.21% | -0.01% | -1.08% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.19% | +0.05% | +46.50% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | +0.06% | +1.24% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.18% | +0.09% | +42.16% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.18% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABEV | Ambev Sa-adr | +1% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +0.08% | 加碼 |
| 3 | SCHW | Schwab (charles) CORP | +0.5% | -2.19% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.76% | 減碼 |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | NEW | 新建倉 |
| 6 | BNY | Bank Of New York Mellon CORP | +0.3% | -3.07% | 減碼 |
| 7 | DIS | Walt Disney Co/the | +0.2% | -4.50% | 減碼 |
| 8 | CME | Cme Group Inc | +0.2% | -2.18% | 減碼 |
| 9 | USB | US Bancorp | +0.2% | -1.13% | 減碼 |
| 10 | HON | Honeywell International Inc | +0.2% | +0.53% | 加碼 |
| 11 | GLW | Corning Inc | +0.1% | -1.42% | 減碼 |
| 12 | CUZ | Cousins Properties Inc | +0.1% | -0.71% | 減碼 |
| 13 | ETR | Entergy CORP | +0.1% | NEW | 新建倉 |
| 14 | EMR | Emerson Electric Co | +0.1% | NEW | 新建倉 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +42.16% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.1% | +5.50% | 加碼 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +46.50% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.1% | +3.47% | 加碼 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.02% | 加碼 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | 0% | +32.83% | 加碼 |
| 21 | CVX | Chevron CORP | 0% | +23.98% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | 0% | +16.61% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +1.24% | 加碼 |
| 24 | DE | Deere & Co | 0% | -3.30% | 減碼 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +3.66% | 加碼 |
| 26 | MDLZ | Mondelez International Inc-a | — | +20.46% | 加碼 |
| 27 | NKE | Nike Inc -cl B | — | +13.20% | 加碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.69% | 減碼 |
| 29 | NTR | Nutrien LTD | 0% | +3.47% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | 0% | +1.28% | 加碼 |
| 31 | AAPL | Apple Inc | 0% | -9.99% | 減碼 |
| 32 | WELL | Welltower Inc | -0.1% | -2.84% | 減碼 |
| 33 | CPT | Camden Property Trust | -0.1% | -0.09% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -1.92% | 減碼 |
| 35 | KVUE | Kenvue Inc | -0.1% | +1.41% | 加碼 |
| 36 | MCD | Mcdonald's CORP | -0.1% | -1.66% | 減碼 |
| 37 | MDT | Medtronic plc | -0.1% | +3.05% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | +6.04% | 加碼 |
| 39 | PFE | Pfizer Inc | -0.1% | +0.51% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.2% | +2.29% | 加碼 |
| 41 | HIW | Highwoods Properties Inc | -0.2% | -0.43% | 減碼 |
| 42 | DEO | Diageo Plc-sponsored Adr | -0.2% | +0.28% | 加碼 |
| 43 | LEVI | Levi Strauss & Co- Class A | -0.2% | +2.42% | 加碼 |
| 44 | VZ | Verizon Communications Inc | -0.3% | -1.02% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.3% | +0.77% | 加碼 |
| 46 | KHC | Kraft Heinz Co/the | -0.3% | -3.34% | 減碼 |
| 47 | KO | Coca-cola Co/the | -0.3% | -1.56% | 減碼 |
| 48 | UL | Unilever PLC | -0.5% | -0.45% | 減碼 |
| 49 | BWA | Borgwarner Inc | -0.8% | EXIT | 清倉 |
| 50 | F | Ford Motor Co | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，CORDA Investment Management, LLC. 在 Q4 2024 季度的美股持倉總市值約為 US$16.3億，共申報了 72 個公開持股部位。
在 Q4 2024 季度，CORDA Investment Management, LLC. 按市值排列的前三大核心持股分別為：BNY (4.3%)、CME (4.3%)、AAPL (3.9%)。其中最大持股部位 BNY 佔據整體投資組合約 4.3% 的權重。
在 Q4 2024 季度中，CORDA Investment Management, LLC. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 24 個部位、減碼 20 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ABEV。 本季清倉部位包含 F。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。