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
43.8%
根據最新整理的 13F 季度數據集，Correct Capital Wealth Management 於 Q4 2025 結束時的管理資產規模為 US$5.8億。該機構在本季度申報了 110 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Correct Capital Wealth Management 採取了強勁的買進策略，建倉與加碼動作（合計 31 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，Correct Capital Wealth Management 的前 5 大持股（包含 JGRO, AVDE, SPY）貢獻了組合市值的 43.8%，形成該機構在 Q4 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 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 13.37% | -0.02% | -13.95% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 11.79% | -0.19% | +23.62% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.91% | -1.92% | +20.21% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 7.38% | -0.53% | +4.85% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.13% | -0.12% | +5.39% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.65% | -0.31% | +6.31% | |
| 7 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 4.70% | -0.34% | +31.07% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 4.57% | +0.15% | +8.77% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.22% | +0.02% | +1.49% | |
| 10 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 3.50% | -0.95% | EXIT | |
| 11 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.03% | -0.69% | -18.12% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.05% | +0.26% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.28% | +0.01% | -9.20% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.02% | +35.72% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.08% | +3.37% | +49.74% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.04% | +0.04% | +8.19% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.12% | +3.91% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.01% | +6.25% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.72% | -0.07% | +6.46% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.15% | +6.22% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | +0.04% | +1.37% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.66% | +1.12% | +86.31% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | +0.04% | +4.20% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.04% | +4.32% | |
| 25 | MSTR | Strategy Inc | 股票-科技 | 0.59% | -0.05% | EXIT | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.56% | +2.12% | +58.61% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.02% | +3.87% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.73% | EXIT | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | +0.08% | +147.23% | |
| 30 | WM | Waste Management Inc | 股票-工業 | 0.51% | -0.06% | +6.16% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | — | +8.72% | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 0.48% | -0.03% | -45.81% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | +0.02% | +1.96% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | -0.01% | +6.65% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | +0.02% | +5.51% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.40% | — | +6.19% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.14% | +5.63% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | +0.06% | -1.28% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | +0.06% | +2.59% | |
| 40 | ORI | Old Republic Intl CORP | 股票-金融 | 0.37% | -0.02% | +5.84% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.35% | -0.01% | +5.39% | |
| 42 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.35% | -0.06% | +6.45% | |
| 43 | TPR | Tapestry Inc | 股票-循環性消費 | 0.34% | -0.03% | +5.64% | |
| 44 | VICI | Vici Properties Inc | 股票-房地產 | 0.33% | -0.04% | +6.53% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.30% | -0.17% | +6.89% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.30% | +0.10% | +92.96% | |
| 47 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.29% | — | +6.81% | |
| 48 | NTAP | Netapp Inc | 股票-科技 | 0.26% | +0.09% | +8.72% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | +0.02% | -0.98% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.22% | +0.03% | -1.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +3.8% | +23.62% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +20.21% | 加碼 |
| 3 | UBND | Victoryshares Core Plus Bond | +1.5% | +31.07% | 加碼 |
| 4 | DGRO | Ishares Core Dividend Growth | +1.3% | +5.39% | 加碼 |
| 5 | FBND | Fidelity Total Bond ETF | +1.2% | +4.85% | 加碼 |
| 6 | AVEM | Avantis Emerging Markets Eq | +1% | +8.77% | 加碼 |
| 7 | PYLD | Pimco Multisector Bond Actv | +1% | +6.31% | 加碼 |
| 8 | AVUV | Avantis US Small Cap Value | +0.7% | +1.49% | 加碼 |
| 9 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +49.74% | 加碼 |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +86.31% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.3% | +147.23% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.3% | +35.72% | 加碼 |
| 13 | AVUS | Avantis U.s. Equity ETF | +0.3% | +58.61% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +8.19% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +1.37% | 加碼 |
| 16 | CRM | Salesforce Inc | +0.2% | +6.22% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +2.59% | 加碼 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | +4.20% | 加碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.2% | +6.46% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +4.32% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +6.25% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.28% | 減碼 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +5.80% | 加碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | +3.87% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +140.04% | 加碼 |
| 26 | TPR | Tapestry Inc | +0.1% | +5.64% | 加碼 |
| 27 | KO | Coca-cola Co/the | +0.1% | +6.65% | 加碼 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +155.62% | 加碼 |
| 29 | SOFI | Sofi Technologies Inc | +0.1% | +106.87% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | 0% | +3.91% | 加碼 |
| 31 | SHOP | Shopify Inc - Class A | 0% | -33.26% | 減碼 |
| 32 | NKE | Nike Inc -cl B | -0.1% | -19.49% | 減碼 |
| 33 | PYPL | Paypal Holdings Inc | -0.1% | -36.63% | 減碼 |
| 34 | ORCL | Oracle CORP | -0.1% | -4.78% | 減碼 |
| 35 | PULS | Pgim Ultra Short Bond ETF | -0.2% | -18.12% | 減碼 |
| 36 | HYDB | Ishares High Yield Systemati | -0.3% | -45.81% | 減碼 |
| 37 | JGRO | Jpmorgan Active Growth ETF | -0.4% | -13.95% | 減碼 |
| 38 | VFLO | Victoryshares Free Cash Flow | -2.3% | -49.37% | 減碼 |
| 39 | MSTR | Strategy Inc | -3.8% | -74.58% | 減碼 |
| 40 | IBIT | Ishares Bitcoin Trust ETF | -7% | -98.88% | 減碼 |
| 41 | ANGX | Angel Studios Inc | — | EXIT | 清倉 |
| 42 | ONMD | Onemednet CORP | — | EXIT | 清倉 |
| 43 | ✓ | Kindly Md Inc | — | EXIT | 清倉 |
| 44 | ZTS | Zoetis Inc | — | EXIT | 清倉 |
| 45 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | — | EXIT | 清倉 |
| 46 | TGT | Target CORP | — | EXIT | 清倉 |
| 47 | VEEV | Veeva Systems Inc-class A | — | EXIT | 清倉 |
| 48 | LNTH | Lantheus Holdings Inc | — | EXIT | 清倉 |
| 49 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建倉 |
| 50 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Correct Capital Wealth Management 在 Q4 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 Q4 2025 季度，Correct Capital Wealth Management 按市值排列的前三大核心持股分別為：JGRO (13.4%)、AVDE (11.8%)、SPY (7.9%)。其中最大持股部位 JGRO 佔據整體投資組合約 13.4% 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
VXUS
市值: US$31.0萬
本季最大獲利了結 / 清倉標的
ANGX
前期市值: US$1028.0萬
在 Q4 2025 季度中，Correct Capital Wealth Management 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 29 個部位、減碼 11 個部位以及清倉 8 個部位。 其中最大新建倉標的為 VXUS。 本季清倉部位包含 ANGX。
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。