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: 0001774879
申報總市值
US$16.9億
US$16.9億
264 檔
21.2%
在 Q3 2024 申報期間，Cornerstone Wealth Group, LLC（CIK: 0001774879）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$16.9億，共持有 264 個公開申報部位。
Cornerstone Wealth Group, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 28 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 NVDA, SPY, AGG）累計市值佔比達 21.2%，是驅動 Cornerstone Wealth Group, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 264 檔）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 9.68% | +0.50% | -3.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.47% | -0.16% | -4.97% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.41% | -0.07% | +22.29% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.48% | +0.01% | +0.45% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.58% | -0.15% | -2.18% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.58% | -0.09% | -0.07% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.34% | +1.20% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.74% | -0.06% | -3.20% | |
| 9 | BTAL | Agf US Market Neutral Anti-b | ETF-其他 | 1.66% | — | — | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.61% | -0.04% | -2.90% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.57% | -0.03% | -0.99% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.44% | -0.06% | -4.06% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.34% | -0.26% | +896.98% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.33% | +0.01% | +0.66% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.25% | -0.13% | +1.88% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.21% | -0.18% | +1.86% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.15% | — | — | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.14% | +0.07% | +0.31% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.13% | -0.03% | -3.56% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | +0.15% | +0.19% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.08% | +1.34% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.02% | -0.16% | +4.45% | |
| 23 | CMI | Cummins Inc | 股票-工業 | 0.93% | -0.17% | +0.54% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | +0.12% | +2.65% | |
| 25 | LVHI | Franklin International Low V | ETF-其他 | 0.91% | -0.01% | +163.98% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.08% | +0.71% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.09% | +2.48% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.09% | +0.63% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | +0.05% | +0.69% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.10% | +0.97% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.01% | +2.16% | |
| 32 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.74% | -0.06% | -0.00% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.21% | +1.31% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.69% | — | +2.52% | |
| 35 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.69% | -0.02% | -0.43% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | -0.33% | -1.59% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | -0.03% | +1.27% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | -0.34% | +0.66% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | +0.07% | -2.60% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.60% | +0.01% | +1.33% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.59% | — | +412.23% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +0.66% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.58% | — | +1.77% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.58% | -0.05% | +0.76% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.22% | -3.61% | |
| 46 | PRU | Prudential Financial Inc | 股票-金融 | 0.56% | -0.26% | +0.86% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.56% | -0.02% | -1.34% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | — | +0.35% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.54% | -0.03% | +0.82% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | +0.01% | +1.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BTAL | Agf US Market Neutral Anti-b | +1.7% | NEW | 新建倉 |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +1.2% | NEW | 新建倉 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.9% | +22.29% | 加碼 |
| 4 | LVHI | Franklin International Low V | +0.6% | +163.98% | 加碼 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +412.23% | 加碼 |
| 6 | ACN | Accenture plc | +0.5% | +662.48% | 加碼 |
| 7 | ITOT | Ishares Core S&p Total U.s. | +0.4% | NEW | 新建倉 |
| 8 | PM | Philip Morris International | +0.3% | +450.41% | 加碼 |
| 9 | XLRE | Ss Real Estate Select Sector | +0.3% | NEW | 新建倉 |
| 10 | CLX | Clorox Company | +0.3% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.1% | +0.45% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | +1.88% | 加碼 |
| 13 | WMB | Williams Cos Inc | +0.1% | +35.98% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.1% | +0.19% | 加碼 |
| 15 | CMI | Cummins Inc | +0.1% | +0.54% | 加碼 |
| 16 | LOW | Lowe's Cos Inc | +0.1% | +0.76% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +0.71% | 加碼 |
| 18 | SO | Southern Co/the | +0.1% | +2.52% | 加碼 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +0.66% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | -1.59% | 減碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.69% | 加碼 |
| 22 | UNH | Unitedhealth Group Inc | 0% | +1.77% | 加碼 |
| 23 | ADP | Automatic Data Processing | 0% | +1.03% | 加碼 |
| 24 | T | At&t Inc | 0% | +0.82% | 加碼 |
| 25 | BX | Blackstone Inc | 0% | -0.22% | 減碼 |
| 26 | MTB | M & T Bank CORP | 0% | +0.96% | 加碼 |
| 27 | JNJ | Johnson & Johnson | 0% | +1.31% | 加碼 |
| 28 | TMUS | T-mobile US Inc | 0% | +1.27% | 加碼 |
| 29 | ABT | Abbott Laboratories | 0% | +1.27% | 加碼 |
| 30 | IDEV | Ishares Core Msci Dev Mkts | 0% | +0.66% | 加碼 |
| 31 | AVGO | Broadcom Inc | — | +896.98% | 加碼 |
| 32 | PEP | Pepsico Inc | — | +4.45% | 加碼 |
| 33 | V | Visa Inc-class A Shares | 0% | +2.48% | 加碼 |
| 34 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.07% | 減碼 |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -3.20% | 減碼 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.99% | 減碼 |
| 37 | QCOM | Qualcomm Inc | -0.1% | -0.38% | 減碼 |
| 38 | CVX | Chevron CORP | -0.1% | -3.61% | 減碼 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.18% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.63% | 加碼 |
| 41 | NKE | Nike Inc -cl B | -0.2% | -91.97% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | +1.20% | 加碼 |
| 43 | COP | Conocophillips | -0.3% | -33.01% | 減碼 |
| 44 | CGV | Conductor Global Eq Val ETF | -0.3% | EXIT | 清倉 |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | -50.96% | 減碼 |
| 46 | XLI | Ss Industrial Select Sector | -0.4% | EXIT | 清倉 |
| 47 | KVUE | Kenvue Inc | -0.6% | -96.56% | 減碼 |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | -1.1% | -68.23% | 減碼 |
| 49 | PREF | Pri Spe Pre Sec Acti-usd Inc | -1.1% | EXIT | 清倉 |
| 50 | NVDA | Nvidia CORP | -1.2% | -3.82% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cornerstone Wealth Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$16.9億，共申報了 264 個公開持股部位。
在 Q3 2024 季度，Cornerstone Wealth Group, LLC 按市值排列的前三大核心持股分別為：NVDA (9.7%)、SPY (6.5%)、AGG (5.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.7% 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
BTAL
市值: US$2011.6萬
本季最大獲利了結 / 清倉標的
PREF
前期市值: US$1280.3萬
在 Q3 2024 季度中，Cornerstone Wealth Group, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 28 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BTAL。 本季清倉部位包含 PREF。
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。