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
441 檔
18.9%
根據最新整理的 13F 季度數據集，Cornerstone Wealth Group, LLC 於 Q1 2026 結束時的管理資產規模為 US$16.9億。該機構在本季度申報了 441 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Cornerstone Wealth Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 133 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。
整體而言，Cornerstone Wealth Group, LLC 的前 5 大持股（包含 SPY, AAPL, NVDA）貢獻了組合市值的 18.9%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
AVEM
市值: US$933.4萬
本季最大獲利了結 / 清倉標的
DPZ
前期市值: US$905.2萬
僅顯示前 200 大持股（共 441 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 | 5.63% | -0.16% | -6.78% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.02% | +0.01% | +3.09% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.50% | +10.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.29% | -0.15% | -1.66% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.34% | +20.30% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.94% | +0.01% | +19.21% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.30% | -0.26% | -2.22% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.18% | -0.09% | -3.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.86% | +0.09% | -9.75% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.66% | -0.09% | +9.96% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.62% | -0.18% | +8.43% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.59% | -0.03% | +0.89% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.46% | -0.04% | -4.88% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | -0.06% | +9.01% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.41% | -0.06% | -1.46% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.31% | +0.29% | +27.31% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.08% | -4.56% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | -0.07% | +5.91% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.09% | +0.08% | +11.89% | |
| 20 | CMI | Cummins Inc | 股票-工業 | 1.01% | -0.17% | -28.64% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | +0.07% | -1.17% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.93% | +0.15% | +1.03% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.10% | -7.22% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.87% | -0.13% | +1.40% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.08% | -4.26% | |
| 26 | WMB | Williams Cos Inc | 股票-能源 | 0.82% | -0.06% | +1.15% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | -0.34% | +57.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | +0.05% | +7.32% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.78% | +0.01% | +1.99% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | +0.21% | +16.71% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.75% | — | -26.07% | |
| 32 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.74% | -0.06% | -0.07% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.74% | -0.12% | +1.50% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.69% | -0.69% | EXIT | |
| 35 | MO | Altria Group Inc | 股票-非循環性消費 | 0.67% | -0.14% | +5.92% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | -0.03% | -7.99% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.22% | -7.00% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.09% | +8.17% | |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.62% | +0.13% | +8.72% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.62% | — | +8.84% | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.61% | +0.20% | +15.84% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.60% | +0.04% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | — | +570.55% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.12% | -23.48% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.58% | -0.16% | +1.71% | |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.56% | -0.02% | +58.99% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.33% | -5.34% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.54% | +0.01% | +3.65% | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.54% | -0.32% | +24.91% | |
| 50 | PRU | Prudential Financial Inc | 股票-金融 | 0.54% | -0.26% | +20.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IDEV | Ishares Core Msci Dev Mkts | +0.5% | +19.21% | 加碼 |
| 2 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.3% | +1427.98% | 加碼 |
| 3 | HON | Honeywell International Inc | +0.3% | +76.90% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +10.24% | 加碼 |
| 5 | TXN | Texas Instruments Inc | +0.3% | +604.10% | 加碼 |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +134.79% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.3% | +191.45% | 加碼 |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +823.59% | 加碼 |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +27.31% | 加碼 |
| 10 | MCD | Mcdonald's CORP | +0.3% | +57.43% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.2% | +15.84% | 加碼 |
| 12 | BSX | Boston Scientific CORP | +0.2% | +1323.92% | 加碼 |
| 13 | MDT | Medtronic plc | +0.2% | +782.02% | 加碼 |
| 14 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +791.96% | 加碼 |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +58.99% | 加碼 |
| 16 | IBM | Intl Business Machines CORP | +0.2% | +204.53% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.2% | -2.22% | 減碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +8.43% | 加碼 |
| 19 | ETN | Eaton Corporation plc | +0.1% | +1.50% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +16.71% | 加碼 |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +8.72% | 加碼 |
| 22 | RXO | Rxo Inc | +0.1% | +0.12% | 加碼 |
| 23 | TMB | Thornburg Multi Sector B ETF | +0.1% | +94.59% | 加碼 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +9.01% | 加碼 |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +153.41% | 加碼 |
| 26 | WMB | Williams Cos Inc | +0.1% | +1.15% | 加碼 |
| 27 | C | Citigroup Inc | +0.1% | +11.54% | 加碼 |
| 28 | TPLS | Thornburg Core Plus Bond ETF | +0.1% | +40.62% | 加碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | -6.49% | 減碼 |
| 30 | MO | Altria Group Inc | +0.1% | +5.92% | 加碼 |
| 31 | IDV | Ishares International Select | +0.1% | +120.28% | 加碼 |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -7.22% | 減碼 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +5.99% | 加碼 |
| 34 | STX | Seagate Technology Holdings plc | +0.1% | +0.54% | 加碼 |
| 35 | PGR | Progressive CORP | +0.1% | +399.42% | 加碼 |
| 36 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +152.22% | 加碼 |
| 37 | VCRB | Vanguard Core Bond ETF | +0.1% | +9.96% | 加碼 |
| 38 | FBND | Fidelity Total Bond ETF | +0.1% | +11.89% | 加碼 |
| 39 | AMAT | Applied Materials Inc | +0.1% | -26.07% | 減碼 |
| 40 | UBER | Uber Technologies Inc | +0.1% | +24.91% | 加碼 |
| 41 | SO | Southern Co/the | +0.1% | +8.84% | 加碼 |
| 42 | TMUS | T-mobile US Inc | +0.1% | +33.06% | 加碼 |
| 43 | GOOG | Alphabet Inc-cl C | 0% | +9.74% | 加碼 |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +28.21% | 加碼 |
| 45 | MU | Micron Technology Inc | 0% | +9.77% | 加碼 |
| 46 | CVX | Chevron CORP | 0% | -7.00% | 減碼 |
| 47 | VUG | Vanguard Growth ETF | 0% | +570.55% | 加碼 |
| 48 | GEV | GE Vernova Inc | 0% | +8.40% | 加碼 |
| 49 | INTC | Intel CORP | 0% | +9.39% | 加碼 |
| 50 | AAPL | Apple Inc | 0% | +3.09% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cornerstone Wealth Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$16.9億，共申報了 441 個公開持股部位。
在 Q1 2026 季度，Cornerstone Wealth Group, LLC 按市值排列的前三大核心持股分別為：SPY (5.6%)、AAPL (5.0%)、NVDA (3.3%)。其中最大持股部位 SPY 佔據整體投資組合約 5.6% 的權重。
在 Q1 2026 季度中，Cornerstone Wealth Group, LLC 共進行了 200 項持倉異動，包含新建倉 56 個部位、加碼 77 個部位、減碼 49 個部位以及清倉 18 個部位。 其中最大新建倉標的為 AVEM。 本季清倉部位包含 DPZ。
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。
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。
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。