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
389 檔
18.1%
在 Q4 2025 的 13F 官方備案中，Cornerstone Wealth Group, LLC 管理的美股投資組合規模來到 US$16.9億，整體持股檔數為 389 檔。
Q4 2025 數據顯示 Cornerstone Wealth Group, LLC 積極進場，新開立 4 個部位並同步加碼 32 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Cornerstone Wealth Group, LLC 的前 5 大核心持股（包含 SPY, AAPL, IVV 等）合計佔整體申報市值的 18.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 389 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.23% | -0.16% | -3.36% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.01% | +0.01% | +13.87% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.45% | -0.15% | -0.49% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.34% | +6.85% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | +0.50% | -63.17% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.47% | +0.01% | +38.64% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.34% | -0.09% | -3.64% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.15% | -0.26% | -0.92% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | +0.09% | +0.92% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.63% | -0.03% | -1.72% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.61% | -0.09% | +5.64% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.58% | -0.04% | -2.22% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.47% | -0.18% | +6.24% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.41% | -0.06% | -1.72% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.08% | +1.29% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | -0.06% | +0.09% | |
| 17 | CMI | Cummins Inc | 股票-工業 | 1.21% | -0.17% | -1.44% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | -0.07% | -68.93% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | +0.15% | +3.01% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.06% | +0.29% | +20.27% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.06% | +0.07% | +0.81% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.04% | +0.08% | +5.81% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | +0.12% | +2.53% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.08% | +7.64% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.94% | — | +5.29% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.13% | +20.44% | |
| 27 | DG | Dollar General CORP | 股票-非循環性消費 | 0.89% | +0.07% | +1.80% | |
| 28 | LVHI | Franklin International Low V | ETF-其他 | 0.89% | -0.01% | +0.07% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.10% | +2.35% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 0.85% | -0.02% | +42.95% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | +0.05% | +6.59% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.82% | -0.03% | +40.03% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.78% | +0.01% | +7.30% | |
| 34 | WMB | Williams Cos Inc | 股票-能源 | 0.74% | -0.06% | +1.87% | |
| 35 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.73% | -0.06% | +0.14% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | -0.03% | +92.84% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.70% | — | +6.39% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.09% | +3.34% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | +0.21% | +2.68% | |
| 40 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.62% | — | +2.94% | |
| 41 | ETN | Eaton Corporation plc | 股票-工業 | 0.61% | -0.12% | +0.73% | |
| 42 | MO | Altria Group Inc | 股票-非循環性消費 | 0.60% | -0.14% | +81.98% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.01% | +2.48% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | +0.01% | +466.11% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.22% | +2.50% | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 0.57% | — | +1.68% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.56% | -0.16% | -30.94% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | +16.48% | |
| 49 | PRU | Prudential Financial Inc | 股票-金融 | 0.55% | -0.26% | +2.74% | |
| 50 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.55% | -0.02% | -1.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +13.87% | 加碼 |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +0.8% | +38.64% | 加碼 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | +466.11% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.92% | 加碼 |
| 5 | SPGI | S&p Global Inc | +0.4% | +2052.34% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.3% | +648.45% | 加碼 |
| 7 | INTU | Intuit Inc | +0.3% | +701.15% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.3% | +2.53% | 加碼 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +132.75% | 加碼 |
| 10 | MO | Altria Group Inc | +0.2% | +81.98% | 加碼 |
| 11 | DG | Dollar General CORP | +0.2% | +1.80% | 加碼 |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +20.27% | 加碼 |
| 13 | CMI | Cummins Inc | +0.2% | -1.44% | 減碼 |
| 14 | ABT | Abbott Laboratories | +0.2% | +40.03% | 加碼 |
| 15 | BX | Blackstone Inc | +0.2% | +42.95% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.2% | +6.39% | 加碼 |
| 17 | XLF | Ss Financial Select Sector | +0.2% | +116.56% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +6.24% | 加碼 |
| 19 | AMGN | Amgen Inc | +0.2% | +7.30% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +7.36% | 加碼 |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +18.05% | 加碼 |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +65.49% | 加碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | -0.92% | 減碼 |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +16.48% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +2.68% | 加碼 |
| 26 | VCRB | Vanguard Core Bond ETF | +0.1% | +5.64% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +2.35% | 加碼 |
| 28 | QCOM | Qualcomm Inc | +0.1% | +14.41% | 加碼 |
| 29 | BAC | Bank Of America CORP | +0.1% | +0.81% | 加碼 |
| 30 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.29% | 加碼 |
| 31 | CAT | Caterpillar Inc | +0.1% | +1.85% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.36% | 減碼 |
| 33 | ICF | Ishares Select U.s. Reit ETF | -0.1% | -21.17% | 減碼 |
| 34 | ORCL | Oracle CORP | -0.1% | +14.48% | 加碼 |
| 35 | UBER | Uber Technologies Inc | -0.1% | +1.41% | 加碼 |
| 36 | ETN | Eaton Corporation plc | -0.1% | +0.73% | 加碼 |
| 37 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -48.21% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.2% | -30.94% | 減碼 |
| 39 | MTB | M & T Bank CORP | -0.4% | -94.05% | 減碼 |
| 40 | ACN | Accenture plc | -0.5% | -87.77% | 減碼 |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.8% | -82.99% | 減碼 |
| 42 | AGG | Ishares Core U.s. Aggregate | -2.6% | -68.93% | 減碼 |
| 43 | NVDA | Nvidia CORP | -5% | -63.17% | 減碼 |
| 44 | IYC | Ishares US Consumer Discreti | — | EXIT | 清倉 |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | 新建倉 |
| 46 | VOX | Vanguard Communication Servi | — | NEW | 新建倉 |
| 47 | XLY | Ss Consumer Disc Select Sect | — | NEW | 新建倉 |
| 48 | XLE | Ss Energy Select Sector | — | EXIT | 清倉 |
| 49 | FIS | Fidelity National Info Serv | — | EXIT | 清倉 |
| 50 | AKRE | Akre Focus ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Cornerstone Wealth Group, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$16.9億，共申報了 389 個公開持股部位。
在 Q4 2025 季度，Cornerstone Wealth Group, LLC 按市值排列的前三大核心持股分別為：SPY (6.2%)、AAPL (5.0%)、IVV (3.5%)。其中最大持股部位 SPY 佔據整體投資組合約 6.2% 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
BAI
市值: US$731.2萬
本季最大獲利了結 / 清倉標的
IYC
前期市值: US$757.5萬
在 Q4 2025 季度中，Cornerstone Wealth Group, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 11 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BAI。 本季清倉部位包含 IYC。
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。