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
78 檔
17.4%
根據最新整理的 13F 季度數據集，CORDA Investment Management, LLC. 於 Q2 2025 結束時的管理資產規模為 US$16.3億。該機構在本季度申報了 78 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2025 的申報異動，CORDA Investment Management, LLC. 採取了強勁的買進策略，建倉與加碼動作（合計 35 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 CME, BNY, AAPL）占據了總市值的 17.4%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | CME | Cme Group Inc | 股票-金融 | 4.50% | -1.40% | -2.05% | |
| 2 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 4.43% | +0.25% | -3.16% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.34% | +0.08% | +51.66% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.00% | -0.50% | -1.96% | |
| 5 | DE | Deere & Co | 股票-工業 | 3.63% | -0.07% | -1.98% | |
| 6 | UL | Unilever PLC | 股票-非循環性消費 | 3.61% | — | -1.67% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.40% | +0.29% | +6.26% | |
| 8 | WELL | Welltower Inc | 股票-房地產 | 3.30% | -0.01% | -2.75% | |
| 9 | USB | US Bancorp | 股票-金融 | 3.16% | +0.07% | +1.93% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.89% | -0.73% | +8.48% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.87% | +0.42% | +2.47% | |
| 12 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.83% | -0.22% | -0.62% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.66% | -0.08% | -2.15% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.57% | -0.66% | +0.37% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.52% | -0.25% | +5.28% | |
| 16 | SPG | Simon Property Group Inc | 股票-房地產 | 2.50% | +0.13% | -0.53% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.41% | -0.33% | +3.33% | |
| 18 | HIW | Highwoods Properties Inc | 股票-房地產 | 2.35% | +0.48% | +0.79% | |
| 19 | CNA | Cna Financial CORP | 股票-其他 | 2.34% | -0.07% | +2.83% | |
| 20 | NTR | Nutrien LTD | 股票-原物料 | 2.30% | -0.76% | +1.76% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.26% | -0.14% | -2.02% | |
| 22 | CUZ | Cousins Properties Inc | 股票-房地產 | 2.20% | +0.31% | +1.77% | |
| 23 | GLW | Corning Inc | 股票-科技 | 2.18% | +1.90% | -0.04% | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 2.04% | -0.55% | +6.37% | |
| 25 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.93% | — | +0.68% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.90% | -0.34% | -1.59% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.78% | -0.74% | EXIT | |
| 28 | CPT | Camden Property Trust | 股票-房地產 | 1.73% | +0.17% | +0.87% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.68% | -1.57% | EXIT | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 1.67% | -0.20% | +3.80% | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.54% | -0.25% | +3.18% | |
| 32 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.47% | — | +4.68% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 1.47% | +2.19% | — | |
| 34 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.30% | -0.38% | +11.84% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.12% | +0.03% | +4.46% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 1.12% | +0.61% | — | |
| 37 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.94% | +0.12% | -2.36% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.01% | +1.39% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.05% | +148.57% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.89% | -0.22% | +9.18% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | +0.06% | +0.46% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.26% | +2.76% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.34% | -0.03% | -3.53% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | -0.01% | -1.74% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.28% | +0.09% | -2.34% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.26% | +0.05% | +18.60% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.21% | -0.02% | — | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.20% | -0.01% | +0.06% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.19% | -0.01% | +4.72% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.19% | -0.12% | +17.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.5% | NEW | 新建倉 |
| 2 | ASML | ASML Holding N.V. | +1.1% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +1% | +51.66% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.6% | +148.57% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +6.26% | 加碼 |
| 6 | NTR | Nutrien LTD | +0.2% | +1.76% | 加碼 |
| 7 | SCHW | Schwab (charles) CORP | +0.2% | -1.96% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.47% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.2% | +1.39% | 加碼 |
| 10 | GLW | Corning Inc | +0.1% | -0.04% | 減碼 |
| 11 | DIS | Walt Disney Co/the | +0.1% | -6.93% | 減碼 |
| 12 | NKE | Nike Inc -cl B | +0.1% | +9.18% | 加碼 |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建倉 |
| 14 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建倉 |
| 16 | EMR | Emerson Electric Co | +0.1% | NEW | 新建倉 |
| 17 | GLXY | Galaxy Digital Inc-a | +0.1% | NEW | 新建倉 |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | 新建倉 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.46% | 加碼 |
| 20 | LEVI | Levi Strauss & Co- Class A | +0.1% | -2.36% | 減碼 |
| 21 | HON | Honeywell International Inc | +0.1% | +1.83% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | 0% | +4.72% | 加碼 |
| 23 | USB | US Bancorp | 0% | +1.93% | 加碼 |
| 24 | QCOM | Qualcomm Inc | 0% | +18.60% | 加碼 |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +16.82% | 加碼 |
| 26 | ORCL | Oracle CORP | 0% | -7.23% | 減碼 |
| 27 | HSY | Hershey Co/the | — | +11.84% | 加碼 |
| 28 | HIW | Highwoods Properties Inc | -0.1% | +0.79% | 加碼 |
| 29 | DE | Deere & Co | -0.1% | -1.98% | 減碼 |
| 30 | CUZ | Cousins Properties Inc | -0.1% | +1.77% | 加碼 |
| 31 | BNY | Bank Of New York Mellon CORP | -0.1% | -3.16% | 減碼 |
| 32 | PFE | Pfizer Inc | -0.1% | +6.37% | 加碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.46% | 加碼 |
| 34 | KO | Coca-cola Co/the | -0.3% | -2.02% | 減碼 |
| 35 | UL | Unilever PLC | -0.3% | -1.67% | 減碼 |
| 36 | MDLZ | Mondelez International Inc-a | -0.3% | -0.62% | 減碼 |
| 37 | STZ | Constellation Brands Inc-a | -0.3% | +3.18% | 加碼 |
| 38 | CPT | Camden Property Trust | -0.3% | +0.87% | 加碼 |
| 39 | CME | Cme Group Inc | -0.3% | -2.05% | 減碼 |
| 40 | SPG | Simon Property Group Inc | -0.3% | -0.53% | 減碼 |
| 41 | KHC | Kraft Heinz Co/the | -0.3% | +4.68% | 加碼 |
| 42 | MCD | Mcdonald's CORP | -0.3% | -1.59% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.3% | +3.33% | 加碼 |
| 44 | VZ | Verizon Communications Inc | -0.3% | +0.37% | 加碼 |
| 45 | CNA | Cna Financial CORP | -0.4% | +2.83% | 加碼 |
| 46 | WELL | Welltower Inc | -0.4% | -2.75% | 減碼 |
| 47 | PEP | Pepsico Inc | -0.4% | +8.48% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | -0.4% | +5.28% | 加碼 |
| 49 | KVUE | Kenvue Inc | -0.4% | +0.68% | 加碼 |
| 50 | PG | Procter & Gamble Co/the | -0.5% | -2.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，CORDA Investment Management, LLC. 在 Q2 2025 季度的美股持倉總市值約為 US$16.3億，共申報了 78 個公開持股部位。
在 Q2 2025 季度，CORDA Investment Management, LLC. 按市值排列的前三大核心持股分別為：CME (4.5%)、BNY (4.4%)、AAPL (4.3%)。其中最大持股部位 CME 佔據整體投資組合約 4.5% 的權重。
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。
本季最大新建倉標的
AMAT
市值: US$1992.3萬
本季最大獲利了結 / 清倉標的
CME
前期市值: US$6010.7萬
在 Q2 2025 季度中，CORDA Investment Management, LLC. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 27 個部位、減碼 15 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AMAT。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。