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: 0001844835
申報總市值
US$5.8億
US$5.8億
110 檔
56.1%
Q1 2025 季度申報顯示，Correct Capital Wealth Management 揭露的美股組合總市值為 US$5.8億，涵蓋 110 個不同之權益投資部位。
Correct Capital Wealth Management 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 24 檔持股的同時，亦同步清倉 3 檔並減碼 19 檔標的。
整體而言，Correct Capital Wealth Management 的前 5 大持股（包含 IBIT, JGRO, MSTR）貢獻了組合市值的 56.1%，形成該機構在 Q1 2025 季度的基本面基石。
| # | 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 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 18.76% | -0.02% | +40871.30% | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 9.91% | -0.02% | -1.01% | |
| 3 | MSTR | Strategy Inc | 股票-科技 | 8.76% | -0.05% | EXIT | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.71% | -0.12% | -1.63% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 7.35% | -0.95% | EXIT | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.52% | +0.02% | +0.20% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.45% | -0.53% | +1.18% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 4.91% | +0.15% | +28.30% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.98% | -0.31% | +3.89% | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 3.55% | -0.19% | -13.07% | |
| 11 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 2.71% | -0.34% | +39.82% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.09% | -0.69% | -23.23% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.05% | -0.13% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.13% | +0.01% | -4.59% | |
| 15 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 0.72% | -0.03% | -34.93% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.71% | +0.04% | +13.48% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | -0.12% | +40.58% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.02% | +1.18% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | +3.37% | +3.38% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | +0.01% | -8.89% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.42% | -0.07% | +7.28% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.42% | — | +25.89% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.73% | EXIT | |
| 24 | WM | Waste Management Inc | 股票-工業 | 0.40% | -0.06% | +12.79% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.38% | +0.06% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | -0.04% | +27.54% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.37% | — | +6.69% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.02% | +49.01% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | -0.01% | +5.22% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.32% | -0.14% | +68.32% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.32% | +0.04% | +3.93% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.30% | -0.01% | -25.59% | |
| 33 | VICI | Vici Properties Inc | 股票-房地產 | 0.30% | -0.04% | +9.16% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | +0.04% | +2.89% | |
| 35 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.29% | -0.06% | +25.87% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.28% | +0.02% | +2.81% | |
| 37 | EMR | Emerson Electric Co | 股票-工業 | 0.26% | — | -3.76% | |
| 38 | ORI | Old Republic Intl CORP | 股票-金融 | 0.25% | -0.02% | +4.66% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.24% | +0.10% | -5.97% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.23% | +0.02% | -3.65% | |
| 41 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.23% | -0.23% | EXIT | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.23% | — | +44.72% | |
| 43 | TPR | Tapestry Inc | 股票-循環性消費 | 0.21% | -0.03% | -25.13% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.21% | -0.17% | -19.01% | |
| 45 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.21% | — | +2.67% | |
| 46 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.21% | +2.12% | +4.93% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.20% | +1.12% | +5.27% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | +0.02% | — | |
| 49 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | ETF-其他 | 0.18% | — | +9.42% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.17% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +18.7% | +40871.30% | 加碼 |
| 2 | UBND | Victoryshares Core Plus Bond | +0.4% | +39.82% | 加碼 |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.3% | +28.30% | 加碼 |
| 4 | CVX | Chevron CORP | +0.1% | +68.32% | 加碼 |
| 5 | MA | Mastercard Inc - A | +0.1% | +224.52% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.1% | +49.01% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +27.54% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +40.58% | 加碼 |
| 9 | DPZ | Domino's Pizza Inc | 0% | +25.87% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | 0% | +25.89% | 加碼 |
| 11 | WM | Waste Management Inc | 0% | +12.79% | 加碼 |
| 12 | NKE | Nike Inc -cl B | 0% | +53.39% | 加碼 |
| 13 | KO | Coca-cola Co/the | — | +5.22% | 加碼 |
| 14 | VICI | Vici Properties Inc | — | +9.16% | 加碼 |
| 15 | ABBV | Abbvie Inc | 0% | +2.81% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | 0% | +7.28% | 加碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.13% | 減碼 |
| 18 | INTU | Intuit Inc | -0.1% | -45.83% | 減碼 |
| 19 | ISRG | Intuitive Surgical Inc | -0.1% | -35.71% | 減碼 |
| 20 | CI | THE Cigna Group | -0.1% | -44.94% | 減碼 |
| 21 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | -0.1% | +9.42% | 加碼 |
| 22 | NTAP | Netapp Inc | -0.1% | +2.84% | 加碼 |
| 23 | TPR | Tapestry Inc | -0.1% | -25.13% | 減碼 |
| 24 | QCOM | Qualcomm Inc | -0.1% | -19.01% | 減碼 |
| 25 | EMR | Emerson Electric Co | -0.1% | -3.76% | 減碼 |
| 26 | DLR | Digital Realty Trust Inc | -0.1% | -14.78% | 減碼 |
| 27 | XLK | Ss Technology Select Sector | -0.1% | -5.97% | 減碼 |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | +2.89% | 加碼 |
| 29 | ETN | Eaton Corporation plc | -0.2% | -31.17% | 減碼 |
| 30 | AVGO | Broadcom Inc | -0.2% | -3.65% | 減碼 |
| 31 | MSFT | Microsoft CORP | -0.2% | +1.18% | 加碼 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.2% | — | 不變 |
| 33 | HD | Home Depot Inc | -0.2% | -25.59% | 減碼 |
| 34 | AAPL | Apple Inc | -0.5% | -4.59% | 減碼 |
| 35 | HYDB | Ishares High Yield Systemati | -0.7% | -34.93% | 減碼 |
| 36 | PYLD | Pimco Multisector Bond Actv | -0.7% | +3.89% | 加碼 |
| 37 | MSTR | Strategy Inc | -0.9% | +12.40% | 加碼 |
| 38 | FBND | Fidelity Total Bond ETF | -1.1% | +1.18% | 加碼 |
| 39 | AVDE | Avantis International Equity | -1.1% | -13.07% | 減碼 |
| 40 | PULS | Pgim Ultra Short Bond ETF | -1.3% | -23.23% | 減碼 |
| 41 | VFLO | Victoryshares Free Cash Flow | -1.8% | -1.79% | 減碼 |
| 42 | DGRO | Ishares Core Dividend Growth | -1.9% | -1.63% | 減碼 |
| 43 | AVUV | Avantis US Small Cap Value | -2% | +0.20% | 加碼 |
| 44 | JGRO | Jpmorgan Active Growth ETF | -3.7% | -1.01% | 減碼 |
| 45 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
| 46 | LNTH | Lantheus Holdings Inc | — | NEW | 新建倉 |
| 47 | ROL | Rollins Inc | — | EXIT | 清倉 |
| 48 | GNRC | Generac Holdings Inc | — | EXIT | 清倉 |
| 49 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 50 | CEG | Constellation Energy | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Correct Capital Wealth Management 在 Q1 2025 季度的美股持倉總市值約為 US$5.8億，共申報了 110 個公開持股部位。
在 Q1 2025 季度，Correct Capital Wealth Management 按市值排列的前三大核心持股分別為：IBIT (18.8%)、JGRO (9.9%)、MSTR (8.8%)。其中最大持股部位 IBIT 佔據整體投資組合約 18.8% 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
UBER
市值: US$67.6萬
本季最大獲利了結 / 清倉標的
ROL
前期市值: US$47.5萬
在 Q1 2025 季度中，Correct Capital Wealth Management 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 24 個部位、減碼 19 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 ROL。
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。