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: 0001940823
申報總市值
US$1.8億
US$1.8億
118 檔
25.7%
在 Q4 2024 的 13F 官方備案中，W.H. Cornerstone Investments Inc. 管理的美股投資組合規模來到 US$1.8億，整體持股檔數為 118 檔。
觀察 Q4 2024 的資金脈絡，W.H. Cornerstone Investments Inc. 在獲利結算 12 檔個股的同時，將資本重新部署至 8 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，W.H. Cornerstone Investments Inc. 的前 5 大核心持股（包含 VTI, BNDX, VCIT 等）合計佔整體申報市值的 25.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.93% | +1.43% | -3.27% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.33% | -0.33% | +12.21% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.98% | -0.68% | +12.78% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.82% | +0.05% | -2.00% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.23% | -0.07% | -3.19% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | — | -4.05% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.07% | -0.82% | +2.29% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.40% | -0.40% | -9.01% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.33% | +0.33% | +2.66% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.89% | +0.46% | -0.37% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.85% | -0.76% | +110.67% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.54% | +0.06% | +0.36% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.29% | +0.03% | -2.44% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.22% | -0.25% | -6.47% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.18% | -0.13% | +5.43% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | -0.21% | -3.88% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.10% | -0.02% | +18.79% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | +0.03% | +34.98% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.00% | -0.23% | +25.11% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.97% | +0.19% | +7.85% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.96% | +0.02% | -1.05% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.95% | -0.23% | -14.77% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | -0.07% | +0.27% | |
| 24 | DISV | Dimensional International Sm | ETF-其他 | 0.85% | -0.17% | +4.68% | |
| 25 | INGR | Ingredion Inc | 股票-非循環性消費 | 0.84% | -0.19% | EXIT | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.04% | -9.18% | |
| 27 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.77% | -0.27% | EXIT | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.11% | -5.54% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.76% | -0.05% | +0.39% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 0.75% | -0.33% | EXIT | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.75% | -0.03% | +0.86% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 0.72% | -0.02% | +0.45% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.66% | -0.15% | EXIT | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.62% | — | -8.49% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | +0.04% | +385.29% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | -0.02% | +5.15% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.59% | -0.22% | +85.70% | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | -0.04% | +5.00% | |
| 39 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.57% | -0.07% | +0.45% | |
| 40 | SYY | Sysco CORP | 股票-非循環性消費 | 0.57% | +0.15% | +0.69% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.05% | +104.17% | |
| 42 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.55% | +0.02% | -26.47% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.15% | EXIT | |
| 44 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.49% | — | +736.02% | |
| 45 | ECL | Ecolab Inc | 股票-原物料 | 0.49% | — | +0.22% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.36% | +6.20% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | -0.04% | +87.28% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | -0.15% | -0.55% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.46% | -0.04% | +12.33% | |
| 50 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.46% | -0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -3.19% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +2.66% | 加碼 |
| 3 | TMUS | T-mobile US Inc | +0.5% | NEW | 新建倉 |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +12.21% | 加碼 |
| 5 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 6 | FRT | Federal Realty Invs Trust | +0.4% | NEW | 新建倉 |
| 7 | AXP | American Express Co | +0.4% | NEW | 新建倉 |
| 8 | XLV | Ss Health Care Select Sector | +0.4% | NEW | 新建倉 |
| 9 | VCIT | Vanguard Int-term Corporate | +0.3% | +12.78% | 加碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.3% | +85.70% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.3% | +104.17% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.3% | NEW | 新建倉 |
| 13 | IWB | Ishares Russell 1000 ETF | +0.3% | +34.98% | 加碼 |
| 14 | SCHB | Schwab US Broad Market ETF | +0.2% | +385.29% | 加碼 |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +87.28% | 加碼 |
| 16 | PSA | Public Storage | +0.2% | +163.36% | 加碼 |
| 17 | AAPL | Apple Inc | +0.2% | -2.00% | 減碼 |
| 18 | TSLA | Tesla Inc | +0.2% | +39.13% | 加碼 |
| 19 | INGR | Ingredion Inc | +0.2% | +28.62% | 加碼 |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | NEW | 新建倉 |
| 21 | MDT | Medtronic plc | +0.2% | +103.18% | 加碼 |
| 22 | TSCO | Tractor Supply Company | +0.2% | +736.02% | 加碼 |
| 23 | AEP | American Electric Power | +0.2% | +89.74% | 加碼 |
| 24 | NEE | Nextera Energy Inc | +0.2% | +84.62% | 加碼 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +81.22% | 加碼 |
| 26 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | 新建倉 |
| 27 | XLB | Ss Materials Select Sector | -0.1% | EXIT | 清倉 |
| 28 | SLB | Slb LTD | -0.1% | EXIT | 清倉 |
| 29 | RTX | Rtx CORP | -0.2% | EXIT | 清倉 |
| 30 | WMS | Advanced Drainage Systems In | -0.2% | EXIT | 清倉 |
| 31 | WST | West Pharmaceutical Services | -0.2% | EXIT | 清倉 |
| 32 | JNJ | Johnson & Johnson | -0.2% | -5.54% | 減碼 |
| 33 | QCOM | Qualcomm Inc | -0.2% | EXIT | 清倉 |
| 34 | AWK | American Water Works Co Inc | -0.2% | EXIT | 清倉 |
| 35 | KLAC | Kla CORP | -0.2% | EXIT | 清倉 |
| 36 | LIN | Linde plc | -0.2% | -20.76% | 減碼 |
| 37 | FDX | Fedex CORP | -0.2% | -36.64% | 減碼 |
| 38 | PLD | Prologis Inc | -0.2% | EXIT | 清倉 |
| 39 | DHR | Danaher CORP | -0.2% | -26.29% | 減碼 |
| 40 | LLY | Eli Lilly & Co | -0.2% | -26.16% | 減碼 |
| 41 | COST | Costco Wholesale CORP | -0.3% | -9.01% | 減碼 |
| 42 | CB | Chubb Limited | -0.3% | -36.12% | 減碼 |
| 43 | LOW | Lowe's Cos Inc | -0.3% | -26.47% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | -4.05% | 減碼 |
| 45 | ES | Eversource Energy | -0.3% | EXIT | 清倉 |
| 46 | MRK | Merck & Co. Inc. | -0.3% | EXIT | 清倉 |
| 47 | SPGI | S&p Global Inc | -0.4% | -31.41% | 減碼 |
| 48 | VEA | Vanguard Ftse Developed ETF | -0.4% | -0.37% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 50 | BND | Vanguard Total Bond Market | -0.8% | -73.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，W.H. Cornerstone Investments Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 118 個公開持股部位。
在 Q4 2024 季度，W.H. Cornerstone Investments Inc. 按市值排列的前三大核心持股分別為：VTI (10.9%)、BNDX (5.3%)、VCIT (5.0%)。其中最大持股部位 VTI 佔據整體投資組合約 10.9% 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
TMUS
市值: US$68.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$57.4萬
在 Q4 2024 季度中，W.H. Cornerstone Investments Inc. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 16 個部位、減碼 14 個部位以及清倉 12 個部位。 其中最大新建倉標的為 TMUS。 本季清倉部位包含 BLKCHF。
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。