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
110 檔
25.1%
根據最新整理的 13F 季度數據集，W.H. Cornerstone Investments Inc. 於 Q1 2025 結束時的管理資產規模為 US$1.8億。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。
Q1 2025 的申報記錄反映 W.H. Cornerstone Investments Inc. 的板塊替換策略：機構本季推動了 24 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
整體而言，W.H. Cornerstone Investments Inc. 的前 5 大持股（包含 VTI, VCIT, BNDX）貢獻了組合市值的 25.1%，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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.48% | +1.43% | -2.26% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 5.67% | -0.68% | +7.93% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.65% | -0.33% | +2.84% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.53% | -0.82% | +6.16% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.38% | +0.05% | -0.96% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | — | -1.06% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.27% | +0.46% | +3.10% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.25% | -0.76% | +7.78% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.07% | -0.07% | -19.06% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.85% | -0.40% | -21.44% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.33% | +0.33% | -17.12% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.83% | -0.25% | +58.99% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.06% | -0.87% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.50% | -0.13% | +21.17% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.04% | +54.57% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.24% | -0.23% | +26.06% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.21% | +0.03% | -4.81% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | -0.21% | -8.17% | |
| 19 | DISV | Dimensional International Sm | ETF-其他 | 0.96% | -0.17% | -0.48% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.93% | +0.02% | -5.77% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.36% | +63.57% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | -0.11% | -0.91% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | -0.23% | -6.35% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.85% | -0.07% | -2.21% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.84% | -0.02% | -27.96% | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.84% | -0.05% | +3.50% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.84% | -0.02% | +37.28% | |
| 28 | INGR | Ingredion Inc | 股票-非循環性消費 | 0.82% | -0.19% | EXIT | |
| 29 | AFL | Aflac Inc | 股票-金融 | 0.80% | -0.02% | +0.53% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.80% | -0.22% | +38.97% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.80% | -0.27% | EXIT | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 0.78% | -0.33% | EXIT | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.78% | -0.03% | +0.81% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.76% | +0.03% | -25.48% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 0.76% | -0.33% | +71.47% | |
| 36 | AEP | American Electric Power | 股票-公用事業 | 0.72% | -0.22% | +48.11% | |
| 37 | PSA | Public Storage | 股票-房地產 | 0.71% | -0.20% | EXIT | |
| 38 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.70% | -0.24% | — | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.69% | -0.15% | EXIT | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.68% | -0.14% | EXIT | |
| 41 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.67% | -0.09% | +17.75% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | +0.04% | +6.93% | |
| 43 | PPG | Ppg Industries Inc | 股票-原物料 | 0.63% | -0.08% | — | |
| 44 | GIS | General Mills Inc | 股票-非循環性消費 | 0.62% | — | — | |
| 45 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.60% | -0.07% | +0.45% | |
| 46 | SUB | Ishares Short-term National | ETF-其他 | 0.60% | -0.04% | +0.38% | |
| 47 | ITW | Illinois Tool Works | 股票-工業 | 0.60% | — | — | |
| 48 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.59% | — | +60.46% | |
| 49 | SYY | Sysco CORP | 股票-非循環性消費 | 0.57% | +0.15% | -1.45% | |
| 50 | RSG | Republic Services Inc | 股票-工業 | 0.57% | -0.06% | +0.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ATO | Atmos Energy CORP | +0.7% | NEW | 新建倉 |
| 2 | VCIT | Vanguard Int-term Corporate | +0.7% | +7.93% | 加碼 |
| 3 | PPG | Ppg Industries Inc | +0.6% | NEW | 新建倉 |
| 4 | V | Visa Inc-class A Shares | +0.6% | +54.57% | 加碼 |
| 5 | GIS | General Mills Inc | +0.6% | NEW | 新建倉 |
| 6 | DFSV | Dimensional US Small Cap Val | +0.6% | +58.99% | 加碼 |
| 7 | ITW | Illinois Tool Works | +0.6% | NEW | 新建倉 |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +6.16% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.4% | +63.57% | 加碼 |
| 10 | SCHR | Schwab Intermediate-term US | +0.4% | +7.78% | 加碼 |
| 11 | MDT | Medtronic plc | +0.4% | +71.47% | 加碼 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.10% | 加碼 |
| 13 | AEP | American Electric Power | +0.3% | +48.11% | 加碼 |
| 14 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +21.17% | 加碼 |
| 15 | PSA | Public Storage | +0.3% | +73.23% | 加碼 |
| 16 | IAGG | Ishares Intl Aggregate Bond | +0.3% | NEW | 新建倉 |
| 17 | MCD | Mcdonald's CORP | +0.3% | NEW | 新建倉 |
| 18 | LMT | Lockheed Martin CORP | +0.3% | +66.59% | 加碼 |
| 19 | MUB | Ishares National Muni Bond E | +0.2% | +37.28% | 加碼 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.2% | +26.06% | 加碼 |
| 21 | AZO | Autozone Inc | +0.2% | +76.40% | 加碼 |
| 22 | TMUS | T-mobile US Inc | +0.2% | +17.75% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +38.97% | 加碼 |
| 24 | ACN | Accenture plc | +0.2% | +49.86% | 加碼 |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | EXIT | 清倉 |
| 26 | BALL | Ball CORP | -0.2% | EXIT | 清倉 |
| 27 | CMCSA | Comcast Corp-class A | -0.2% | -32.38% | 減碼 |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | 清倉 |
| 29 | PHM | Pultegroup Inc | -0.2% | EXIT | 清倉 |
| 30 | NVDA | Nvidia CORP | -0.2% | -26.72% | 減碼 |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -45.81% | 減碼 |
| 32 | MRVL | Marvell Technology Inc | -0.3% | EXIT | 清倉 |
| 33 | SHW | Sherwin-williams Co/the | -0.3% | -27.96% | 減碼 |
| 34 | IWB | Ishares Russell 1000 ETF | -0.3% | -25.48% | 減碼 |
| 35 | TSCO | Tractor Supply Company | -0.3% | -62.72% | 減碼 |
| 36 | CAT | Caterpillar Inc | -0.3% | EXIT | 清倉 |
| 37 | SPGI | S&p Global Inc | -0.3% | -51.59% | 減碼 |
| 38 | MSFT | Microsoft CORP | -0.4% | -1.06% | 減碼 |
| 39 | DHR | Danaher CORP | -0.4% | EXIT | 清倉 |
| 40 | AXP | American Express Co | -0.4% | EXIT | 清倉 |
| 41 | FDX | Fedex CORP | -0.4% | EXIT | 清倉 |
| 42 | NEE | Nextera Energy Inc | -0.4% | EXIT | 清倉 |
| 43 | AAPL | Apple Inc | -0.4% | -0.96% | 減碼 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -2.26% | 減碼 |
| 45 | CVX | Chevron CORP | -0.5% | EXIT | 清倉 |
| 46 | CB | Chubb Limited | -0.5% | EXIT | 清倉 |
| 47 | COST | Costco Wholesale CORP | -0.6% | -21.44% | 減碼 |
| 48 | AVUV | Avantis US Small Cap Value | -0.8% | -81.05% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -1% | -17.12% | 減碼 |
| 50 | AMZN | Amazon.com Inc | -1.2% | -19.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，W.H. Cornerstone Investments Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$1.8億，共申報了 110 個公開持股部位。
在 Q1 2025 季度，W.H. Cornerstone Investments Inc. 按市值排列的前三大核心持股分別為：VTI (10.5%)、VCIT (5.7%)、BNDX (5.7%)。其中最大持股部位 VTI 佔據整體投資組合約 10.5% 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
ATO
市值: US$101.0萬
本季最大獲利了結 / 清倉標的
CVX
前期市值: US$67.7萬
在 Q1 2025 季度中，W.H. Cornerstone Investments Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 18 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 ATO。 本季清倉部位包含 CVX。
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。