13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0000927971
申报总市值
US$3036.5亿
US$3036.5亿
3155 檔
13.4%
Q4 2024 季度申报显示，Bank Of Montreal /can/ 披露的美股组合总市值为 US$3036.5亿，涵盖 3155 个不同之权益投资仓位。
在 Q4 2024，Bank Of Montreal /can/ 展现出较为审慎的避险与获利了结姿态。本季共减仓 128 个仓位并完全清仓 8 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Bank Of Montreal /can/ 的前 5 大核心持股（包含 NVDA, AAPL, RY 等）合计占整体申报市值的 13.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 3155 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.22% | -0.57% | -24.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.03% | -0.02% | -2.47% | |
| 3 | RY | Royal Bank Of Canada | 股票-金融 | 3.87% | +0.39% | -4.64% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.64% | +0.21% | -15.38% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.47% | -2.86% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | -0.37% | -14.95% | |
| 7 | TD | Toronto-dominion Bank | 股票-金融 | 2.13% | -0.15% | -7.39% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.88% | +0.11% | -12.98% | |
| 9 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.68% | +0.05% | +8.53% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.63% | -0.50% | +0.61% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.52% | -0.02% | +7.23% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | +0.33% | -13.82% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +1.55% | +47.44% | |
| 14 | BMO | Bank Of Montreal | 股票-金融 | 1.40% | +0.19% | +10.56% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.33% | -0.03% | -5.34% | |
| 16 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.29% | +0.17% | +5.99% | |
| 17 | NFLX | Netflix Inc | 股票-通信服务 | 1.17% | -0.28% | -1.67% | |
| 18 | BUR | Burford Capital Limited | 股票-其他 | 1.17% | -0.96% | -5.11% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | +0.16% | -4.68% | |
| 20 | ENB | Enbridge Inc | 股票-能源 | 1.10% | -0.07% | -8.20% | |
| 21 | TRP | Tc Energy CORP | 股票-能源 | 0.96% | -0.46% | -17.33% | |
| 22 | CNQ | Canadian Natural Resources | 股票-能源 | 0.87% | -0.33% | -2.40% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.01% | -16.39% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.13% | -1.35% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | -0.02% | +3.75% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | -0.05% | -6.09% | |
| 27 | MSTR | Strategy Inc | 股票-科技 | 0.73% | -0.06% | +9698.97% | |
| 28 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.72% | +0.04% | -2.83% | |
| 29 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.69% | -0.01% | +2.24% | |
| 30 | WCN | Waste Connections Inc | 股票-工业 | 0.69% | -0.02% | +4.31% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.67% | -0.04% | -0.42% | |
| 32 | MFC | Manulife Financial CORP | 股票-金融 | 0.65% | +0.01% | -7.61% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.02% | -17.78% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.61% | — | -57.20% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.16% | -13.67% | |
| 36 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.56% | -0.07% | +8.96% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.55% | +0.14% | -1.64% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.12% | -4.19% | |
| 39 | TU | Telus CORP | 股票-其他 | 0.52% | -0.07% | +4.22% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.52% | +0.10% | -11.81% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.51% | -0.03% | +54.05% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.86% | +46.84% | |
| 43 | FTS | Fortis Inc | 股票-公用事业 | 0.47% | -0.06% | -7.79% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.10% | +1.46% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | -7.79% | |
| 46 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.45% | -0.18% | EXIT | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.45% | +0.02% | -20.81% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.44% | -0.04% | +1.90% | |
| 49 | BCE | Bce Inc | 股票-通信服务 | 0.43% | -0.07% | +14.22% | |
| 50 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.42% | -0.03% | -8.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +0.7% | +9698.97% | 加仓 |
| 2 | TSLA | Tesla Inc | +0.7% | +7.23% | 加仓 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +47.44% | 加仓 |
| 4 | AAPL | Apple Inc | +0.5% | -2.47% | 减仓 |
| 5 | NFLX | Netflix Inc | +0.3% | -1.67% | 减仓 |
| 6 | BMO | Bank Of Montreal | +0.3% | +10.56% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | -13.82% | 减仓 |
| 8 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +3803.57% | 加仓 |
| 9 | SHOP | Shopify Inc - Class A | +0.2% | +8.96% | 加仓 |
| 10 | BNS | Bank Of Nova Scotia | +0.2% | +8.53% | 加仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +136.35% | 加仓 |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +54.05% | 加仓 |
| 13 | CM | Can Imperial Bk Of Commerce | +0.2% | +5.99% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -4.68% | 减仓 |
| 15 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 16 | XLE | Ss Energy Select Sector | +0.1% | +316.82% | 加仓 |
| 17 | NOW | Servicenow Inc | +0.1% | -0.42% | 减仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +0.61% | 加仓 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.48% | 加仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -1.35% | 减仓 |
| 21 | ET | Energy Transfer LP | +0.1% | +12090.83% | 加仓 |
| 22 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +3395.04% | 加仓 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.64% | 减仓 |
| 24 | BN | Brookfield CORP | +0.1% | -5.34% | 减仓 |
| 25 | GRTUF | Granite Real Estate Investme | +0.1% | NEW | 新建仓 |
| 26 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 27 | DEO | Diageo Plc-sponsored Adr | +0.1% | +1181.46% | 加仓 |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | +194.84% | 加仓 |
| 29 | BA | Boeing Co/the | +0.1% | +103.14% | 加仓 |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.75% | 加仓 |
| 31 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建仓 |
| 32 | SOBO | South Bow CORP | +0.1% | NEW | 新建仓 |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +63.57% | 加仓 |
| 34 | UBS | UBS Group AG | +0.1% | +191.68% | 加仓 |
| 35 | WMT | Walmart Inc | +0.1% | -4.19% | 减仓 |
| 36 | PAVE | Global X US Infrastructure | +0.1% | +10.75% | 加仓 |
| 37 | AMD | Advanced Micro Devices | +0.1% | +46.84% | 加仓 |
| 38 | MSFT | Microsoft CORP | +0.1% | -2.86% | 减仓 |
| 39 | UBER | Uber Technologies Inc | +0.1% | +77.07% | 加仓 |
| 40 | COIN | Coinbase Global Inc -class A | +0.1% | +666.68% | 加仓 |
| 41 | BAM | Brookfield Asset Mgmt-a | +0.1% | +3.67% | 加仓 |
| 42 | CRM | Salesforce Inc | +0.1% | -3.62% | 减仓 |
| 43 | MS | Morgan Stanley | +0.1% | -8.79% | 减仓 |
| 44 | LRCX | Lam Research CORP | 0% | NEW | 新建仓 |
| 45 | XLV | Ss Health Care Select Sector | 0% | +257.48% | 加仓 |
| 46 | WDC 3 11-15-28债券 | Western Digital CORP | 0% | NEW | 新建仓 |
| 47 | APO | Apollo Global Management Inc | 0% | +34.98% | 加仓 |
| 48 | BTI | British American Tob-sp Adr | 0% | +2565.42% | 加仓 |
| 49 | PANW | Palo Alto Networks Inc | 0% | +110.64% | 加仓 |
| 50 | SOFI | Sofi Technologies Inc | 0% | +64.08% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Of Montreal /can/ 在 Q4 2024 季度的美股持仓总市值约为 US$3036.5亿，共申报了 3155 个公开持股仓位。
在 Q4 2024 季度，Bank Of Montreal /can/ 按市值排列的前三大核心持股分别为：NVDA (4.2%)、AAPL (4.0%)、RY (3.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
BLK
市值: US$3.2亿
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$3.1亿
在 Q4 2024 季度中，Bank Of Montreal /can/ 共进行了 200 项持仓异动，包含新建仓 10 个仓位、加仓 54 个仓位、减仓 128 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。