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: 0001802105
申報總市值
US$4.3億
US$4.3億
131 檔
17.2%
Cornerstone Planning, LLC 在 Q4 2025 季度的美股部位總計估值為 US$4.3億，分散於 131 個持倉標的之中，反映其市場參與廣度與投資規模。
Cornerstone Planning, LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 36 檔股票的新建倉與 82 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。
從部位權重觀察，前 5 大標的（包含 SCHX, BSCQ, IBDR）累計市值佔比達 17.2%，是驅動 Cornerstone Planning, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.57% | +0.67% | +27.53% | |
| 2 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 3.43% | +0.05% | +298.28% | |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 3.35% | +0.05% | +289.93% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.48% | +18.08% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.70% | — | — | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.70% | — | — | |
| 7 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 2.37% | +0.06% | — | |
| 8 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-其他 | 2.37% | +0.02% | — | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.27% | -1.32% | +77.81% | |
| 10 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.17% | — | +224.18% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.03% | +0.13% | +388.04% | |
| 12 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.02% | +0.10% | +221.45% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.02% | +0.08% | +214.91% | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.01% | +0.14% | +419.75% | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.71% | +0.10% | +308.81% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.68% | +0.09% | +321.96% | |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.68% | +0.11% | +297.77% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.32% | -1.05% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.59% | -1.01% | +69.57% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.57% | +0.32% | +34.38% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | +0.11% | +16.62% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.39% | -0.07% | +93.52% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.31% | -0.12% | +621.47% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.27% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | +0.01% | +15.50% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 1.17% | -0.19% | +96.92% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | +0.12% | +2.49% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.06% | +0.05% | +505.73% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 1.05% | +0.51% | +42.78% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | +0.20% | +11.97% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | +0.08% | +47.17% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.01% | +0.15% | +43.30% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.99% | -0.53% | +55.49% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.34% | +50.19% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.91% | -0.43% | +27.84% | |
| 36 | VFMV | Vanguard US Minimum Volatili | ETF-其他 | 0.90% | +0.04% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.60% | +59.60% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.87% | +0.09% | — | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.13% | +36.53% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.40% | +49.51% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.84% | +0.20% | +779.64% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.79% | +0.15% | +62.10% | |
| 43 | GD | General Dynamics CORP | 股票-工業 | 0.79% | +0.05% | +1004.59% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.29% | +61.20% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.76% | +0.01% | +29.67% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | +0.05% | +52.43% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | -0.15% | EXIT | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | -0.19% | +970.65% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.73% | +0.29% | +63.72% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.73% | +0.09% | +61.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BSCQ | Invesco Bulletshares 2026 Cb | +2% | +298.28% | 加碼 |
| 2 | IBDR | Ishares Ibonds Dec 2026 Term | +2% | +289.93% | 加碼 |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +1.4% | +419.75% | 加碼 |
| 4 | BSCS | Invesco Bulletshares 2028 Cb | +1.4% | +388.04% | 加碼 |
| 5 | PLTR | Palantir Technologies Inc-a | +1.2% | +621.47% | 加碼 |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | +1.1% | +224.18% | 加碼 |
| 7 | BSCT | Invesco Bulletshares 2029 Cb | +1% | +308.81% | 加碼 |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | +1% | +321.96% | 加碼 |
| 9 | BSCU | Invesco Bulletshares 2030 Cb | +1% | +297.77% | 加碼 |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +1% | +221.45% | 加碼 |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | +1% | +214.91% | 加碼 |
| 12 | HDV | Ishares Core High Dividend E | +0.8% | +505.73% | 加碼 |
| 13 | MS | Morgan Stanley | +0.7% | +779.64% | 加碼 |
| 14 | GD | General Dynamics CORP | +0.7% | +1004.59% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.6% | +96.92% | 加碼 |
| 16 | WMT | Walmart Inc | +0.4% | +93.52% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.4% | +34.38% | 加碼 |
| 18 | AAPL | Apple Inc | +0.3% | +77.81% | 加碼 |
| 19 | CAT | Caterpillar Inc | +0.3% | +42.78% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.2% | +47.17% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.2% | +50.19% | 加碼 |
| 22 | MMM | 3m Co | +0.2% | +173.54% | 加碼 |
| 23 | ABBV | Abbvie Inc | +0.2% | +62.10% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.2% | +97.35% | 加碼 |
| 25 | SHW | Sherwin-williams Co/the | +0.2% | +136.66% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.2% | +43.30% | 加碼 |
| 27 | BAC | Bank Of America CORP | +0.2% | +55.49% | 加碼 |
| 28 | CL | Colgate-palmolive Co | +0.1% | +226.35% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +49.51% | 加碼 |
| 30 | AMZN | Amazon.com Inc | +0.1% | +69.57% | 加碼 |
| 31 | QCOM | Qualcomm Inc | +0.1% | +63.72% | 加碼 |
| 32 | KO | Coca-cola Co/the | +0.1% | +61.32% | 加碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +59.60% | 加碼 |
| 34 | XOM | Exxon Mobil CORP | +0.1% | +61.20% | 加碼 |
| 35 | NUE | Nucor CORP | +0.1% | +35.37% | 加碼 |
| 36 | VOO | Vanguard S&p 500 ETF | +0.1% | +87.98% | 加碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | +0.1% | +143.42% | 加碼 |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +11.97% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | 0% | +77.37% | 加碼 |
| 40 | CVX | Chevron CORP | 0% | +66.07% | 加碼 |
| 41 | ABT | Abbott Laboratories | 0% | +55.87% | 加碼 |
| 42 | PEP | Pepsico Inc | 0% | +83.50% | 加碼 |
| 43 | DIS | Walt Disney Co/the | 0% | +63.12% | 加碼 |
| 44 | MA | Mastercard Inc - A | 0% | +52.43% | 加碼 |
| 45 | VZ | Verizon Communications Inc | 0% | +62.75% | 加碼 |
| 46 | ADP | Automatic Data Processing | — | +87.40% | 加碼 |
| 47 | TSLA | Tesla Inc | 0% | +43.47% | 加碼 |
| 48 | NVDA | Nvidia CORP | 0% | +18.08% | 加碼 |
| 49 | AXP | American Express Co | 0% | +27.84% | 加碼 |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | +20.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cornerstone Planning, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.3億，共申報了 131 個公開持股部位。
在 Q4 2025 季度，Cornerstone Planning, LLC 按市值排列的前三大核心持股分別為：SCHX (4.6%)、BSCQ (3.4%)、IBDR (3.4%)。其中最大持股部位 SCHX 佔據整體投資組合約 4.6% 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
VGIT
市值: US$1165.1萬
本季最大獲利了結 / 清倉標的
BSCP
前期市值: US$2237.9萬
在 Q4 2025 季度中，Cornerstone Planning, LLC 共進行了 146 項持倉異動，包含新建倉 36 個部位、加碼 82 個部位、減碼 11 個部位以及清倉 17 個部位。 其中最大新建倉標的為 VGIT。 本季清倉部位包含 BSCP。
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。