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: 0001775446
申報總市值
US$30.4億
US$30.4億
99 檔
25.8%
Q1 2026 季度申報顯示，Cornerstone Advisors, LLC 揭露的美股組合總市值為 US$30.4億，涵蓋 99 個不同之權益投資部位。
Cornerstone Advisors, LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 88 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, GOOG）占據了總市值的 25.8%，展現出該機構在 Q1 2026 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 | AAPL | Apple Inc | 股票-科技 | 7.27% | -0.39% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.93% | +0.86% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.79% | +0.59% | -11.57% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.84% | -0.47% | +7.16% | |
| 5 | XLE | Ss Energy Select Sector | ETF-其他 | 4.00% | -1.02% | +24.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.93% | +0.09% | -4.34% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.63% | +0.42% | — | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 2.50% | -0.77% | +27.76% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.33% | -0.28% | +21.72% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.26% | -0.27% | +20.90% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.00% | — | +10.37% | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 1.94% | -1.94% | EXIT | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | +0.06% | +3.37% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | -0.22% | +74.99% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.61% | -0.43% | +1.46% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.44% | -0.38% | +19.89% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.18% | -0.21% | +29.14% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | -0.43% | +37.26% | |
| 19 | PM | Philip Morris International | 股票-非循環性消費 | 1.08% | -0.17% | +54.45% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.16% | +0.04% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.04% | +0.43% | — | |
| 22 | GEV | GE Vernova Inc | 股票-工業 | 1.01% | -0.19% | +100.02% | |
| 23 | GE | General Electric | 股票-工業 | 0.97% | +0.12% | +78.18% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.92% | -0.92% | EXIT | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.91% | -0.24% | -0.73% | |
| 26 | LIN | Linde plc | 股票-原物料 | 0.91% | -0.19% | +25.68% | |
| 27 | WELL | Welltower Inc | 股票-房地產 | 0.87% | -0.11% | — | |
| 28 | CME | Cme Group Inc | 股票-金融 | 0.85% | -0.37% | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.16% | -26.21% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 0.77% | -0.20% | +49.04% | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 0.77% | +1.55% | +13.65% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.77% | -0.24% | +20.06% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.75% | -0.19% | +85.34% | |
| 34 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.71% | -0.20% | +211.67% | |
| 35 | DE | Deere & Co | 股票-工業 | 0.70% | -0.17% | -8.66% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 0.69% | -0.15% | -5.74% | |
| 37 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.69% | -0.14% | +25.17% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.69% | -0.06% | +51.54% | |
| 39 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.69% | -0.06% | +36.62% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.69% | -0.10% | +15.65% | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.69% | -0.12% | +147.38% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.68% | +0.14% | — | |
| 43 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.67% | -0.09% | +17.34% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.47% | — | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.65% | +0.05% | +21.71% | |
| 46 | ANET | Arista Networks Inc | 股票-科技 | 0.64% | +0.15% | -9.41% | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.64% | -0.36% | -6.99% | |
| 48 | WCN | Waste Connections Inc | 股票-工業 | 0.63% | -0.21% | +569.47% | |
| 49 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.63% | -0.63% | EXIT | |
| 50 | ECL | Ecolab Inc | 股票-原物料 | 0.59% | -0.04% | +223.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +1.9% | +24.24% | 加碼 |
| 2 | KBWB | Invesco Kbw Bank ETF | +0.9% | +84.45% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.9% | +74.99% | 加碼 |
| 4 | SMH | Vaneck Semiconductor ETF | +0.8% | +27.76% | 加碼 |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | +20.90% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.7% | +100.02% | 加碼 |
| 7 | WCN | Waste Connections Inc | +0.5% | +569.47% | 加碼 |
| 8 | TMUS | T-mobile US Inc | +0.5% | +211.67% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.5% | +19.89% | 加碼 |
| 10 | PM | Philip Morris International | +0.5% | +54.45% | 加碼 |
| 11 | ORLY | O'reilly Automotive Inc | +0.4% | +147.38% | 加碼 |
| 12 | ECL | Ecolab Inc | +0.4% | +223.77% | 加碼 |
| 13 | GE | General Electric | +0.4% | +78.18% | 加碼 |
| 14 | IBB | Ishares Biotechnology ETF | +0.4% | +66.29% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.4% | +418.23% | 加碼 |
| 16 | SHW | Sherwin-williams Co/the | +0.4% | +366.04% | 加碼 |
| 17 | RACE | Ferrari N.V. | +0.4% | +423.29% | 加碼 |
| 18 | LH | Labcorp Holdings Inc | +0.4% | +123.24% | 加碼 |
| 19 | PG | Procter & Gamble Co/the | +0.4% | +37.26% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.4% | +29.14% | 加碼 |
| 21 | AJG | Arthur J Gallagher & Co | +0.4% | +210.07% | 加碼 |
| 22 | MELI | Mercadolibre Inc | +0.4% | +446.09% | 加碼 |
| 23 | LIN | Linde plc | +0.4% | +25.68% | 加碼 |
| 24 | WMT | Walmart Inc | +0.3% | +1.46% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.3% | +21.72% | 加碼 |
| 26 | AXP | American Express Co | +0.3% | +85.34% | 加碼 |
| 27 | TW | Tradeweb Markets Inc-class A | +0.3% | +144.98% | 加碼 |
| 28 | DLR | Digital Realty Trust Inc | +0.3% | +25.17% | 加碼 |
| 29 | MU | Micron Technology Inc | +0.3% | +13.65% | 加碼 |
| 30 | PGR | Progressive CORP | +0.2% | +49.04% | 加碼 |
| 31 | AAPL | Apple Inc | +0.2% | — | 不變 |
| 32 | NVDA | Nvidia CORP | +0.2% | — | 不變 |
| 33 | BSX | Boston Scientific CORP | +0.2% | +132.14% | 加碼 |
| 34 | ETN | Eaton Corporation plc | +0.2% | +21.71% | 加碼 |
| 35 | UNP | Union Pacific CORP | +0.2% | +20.06% | 加碼 |
| 36 | MNST | Monster Beverage CORP | +0.2% | +36.62% | 加碼 |
| 37 | HLT | Hilton Worldwide Holdings In | +0.2% | +17.34% | 加碼 |
| 38 | ISRG | Intuitive Surgical Inc | +0.2% | +51.54% | 加碼 |
| 39 | SPOT | Spotify Technology S.A. | +0.2% | +121.39% | 加碼 |
| 40 | VMC | Vulcan Materials Co | +0.2% | +50.30% | 加碼 |
| 41 | KLAC | Kla CORP | +0.2% | — | 不變 |
| 42 | IDXX | Idexx Laboratories Inc | +0.2% | +60.81% | 加碼 |
| 43 | JKHY | Jack Henry & Associates Inc | +0.2% | +44.67% | 加碼 |
| 44 | HOOD | Robinhood Markets Inc - A | +0.1% | +117.03% | 加碼 |
| 45 | LYV | Live Nation Entertainment In | +0.1% | +24.02% | 加碼 |
| 46 | ELV | Elevance Health Inc | +0.1% | +54.48% | 加碼 |
| 47 | SHOP | Shopify Inc - Class A | +0.1% | +113.81% | 加碼 |
| 48 | DE | Deere & Co | +0.1% | -8.66% | 減碼 |
| 49 | TKO | Tko Group Holdings Inc | +0.1% | +24.85% | 加碼 |
| 50 | ODFL | Old Dominion Freight Line | +0.1% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Cornerstone Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$30.4億，共申報了 99 個公開持股部位。
在 Q1 2026 季度，Cornerstone Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (7.3%)、NVDA (6.9%)、GOOG (5.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.3% 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
WELL
市值: US$2374.2萬
本季最大獲利了結 / 清倉標的
CSQ
前期市值: US$3288.7萬
在 Q1 2026 季度中，Cornerstone Advisors, LLC 共進行了 157 項持倉異動，包含新建倉 12 個部位、加碼 57 個部位、減碼 17 個部位以及清倉 71 個部位。 其中最大新建倉標的為 WELL。 本季清倉部位包含 CSQ。
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。