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
3176 檔
13.9%
在 Q2 2025 的 13F 官方备案中，Bank Of Montreal /can/ 管理的美股投资组合规模来到 US$3036.5亿，整体持股档数为 3176 档。
Bank Of Montreal /can/ 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 78 档持股的同时，亦同步清仓 9 档并减仓 100 档标的。
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, SPY, RY 等）合计占整体申报市值的 13.9%，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 3176 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 | 5.60% | -0.57% | -17.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.41% | +0.21% | +0.65% | |
| 3 | RY | Royal Bank Of Canada | 股票-金融 | 4.01% | +0.39% | -9.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.47% | -7.14% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 2.69% | -0.15% | -17.56% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.68% | -0.02% | -0.88% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.56% | -0.37% | +19.44% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.88% | -0.50% | -4.43% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.77% | +0.11% | +6.61% | |
| 10 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.57% | +0.05% | -10.17% | |
| 11 | NFLX | Netflix Inc | 股票-通信服务 | 1.54% | -0.28% | -0.63% | |
| 12 | BMO | Bank Of Montreal | 股票-金融 | 1.51% | +0.19% | -7.70% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.33% | +0.60% | |
| 14 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.39% | +0.17% | -25.49% | |
| 15 | CNQ | Canadian Natural Resources | 股票-能源 | 1.38% | -0.33% | +20.27% | |
| 16 | BN | Brookfield CORP | 股票-金融 | 1.35% | -0.03% | -1.09% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 1.25% | -0.02% | +3.15% | |
| 18 | ENB | Enbridge Inc | 股票-能源 | 1.19% | -0.07% | -1.82% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.09% | -0.02% | +38.91% | |
| 20 | TRP | Tc Energy CORP | 股票-能源 | 1.05% | -0.46% | -18.72% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | +0.16% | -0.39% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.89% | +0.86% | -19.95% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.01% | -5.84% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.13% | -7.25% | |
| 25 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.79% | -0.01% | +2.96% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | -0.10% | -71.49% | |
| 27 | WCN | Waste Connections Inc | 股票-工业 | 0.73% | -0.02% | -1.99% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.73% | +0.02% | +40.43% | |
| 29 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.70% | +0.04% | -2.11% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 0.69% | -0.04% | +2.89% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | -0.05% | -7.55% | |
| 32 | MFC | Manulife Financial CORP | 股票-金融 | 0.69% | +0.01% | -10.20% | |
| 33 | TU | Telus CORP | 股票-其他 | 0.64% | -0.07% | -0.24% | |
| 34 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.62% | -0.07% | +4.30% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.61% | +0.14% | -3.79% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.02% | -10.80% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | +0.16% | -6.10% | |
| 38 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.52% | -0.20% | -5.47% | |
| 39 | FTS | Fortis Inc | 股票-公用事业 | 0.50% | -0.06% | -4.45% | |
| 40 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.50% | -0.18% | EXIT | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.49% | -0.12% | -5.19% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | +1.34% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | — | -43.95% | |
| 44 | PAVE | Global X US Infrastructure | ETF-其他 | 0.47% | +0.02% | -1.65% | |
| 45 | BCE | Bce Inc | 股票-通信服务 | 0.45% | -0.07% | +0.78% | |
| 46 | SU | Suncor Energy Inc | 股票-能源 | 0.44% | -0.14% | +2.90% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.44% | +0.01% | +7.56% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.43% | -0.04% | -3.59% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | -0.05% | +14.15% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.04% | +9.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -17.42% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +19.44% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | +0.60% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.4% | -7.14% | 减仓 |
| 5 | NFLX | Netflix Inc | +0.4% | -0.63% | 减仓 |
| 6 | EMA | Emera Inc | +0.4% | NEW | 新建仓 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | +38.91% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -4.43% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.61% | 加仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.65% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.2% | +3.15% | 加仓 |
| 12 | CNQ | Canadian Natural Resources | +0.2% | +20.27% | 加仓 |
| 13 | B | Barrick Mining CORP | +0.2% | NEW | 新建仓 |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +40.43% | 加仓 |
| 15 | MSTR | Strategy Inc | +0.2% | +294.72% | 加仓 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -3.79% | 减仓 |
| 17 | ORCL | Oracle CORP | +0.2% | +9.34% | 加仓 |
| 18 | SMH | Vaneck Semiconductor ETF | +0.2% | +1325.55% | 加仓 |
| 19 | NOW | Servicenow Inc | +0.1% | +2.89% | 加仓 |
| 20 | BN | Brookfield CORP | +0.1% | -1.09% | 减仓 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +14.15% | 加仓 |
| 22 | SHOP | Shopify Inc - Class A | +0.1% | +4.30% | 加仓 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | -8.76% | 减仓 |
| 24 | CP | Canadian Pacific Kansas City | +0.1% | +2.96% | 加仓 |
| 25 | MS | Morgan Stanley | +0.1% | +7.56% | 加仓 |
| 26 | SNOW | Snowflake Inc | +0.1% | -1.26% | 减仓 |
| 27 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | +0.1% | NEW | 新建仓 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -0.39% | 减仓 |
| 29 | BAM | Brookfield Asset Mgmt-a | +0.1% | +13.31% | 加仓 |
| 30 | ADI | Analog Devices Inc | +0.1% | +88.16% | 加仓 |
| 31 | BP | Bp Plc-spons Adr | +0.1% | +1284.85% | 加仓 |
| 32 | COIN | Coinbase Global Inc -class A | +0.1% | +16.91% | 加仓 |
| 33 | HIMS | Hims & Hers Health Inc | +0.1% | +1411.29% | 加仓 |
| 34 | SCHW | Schwab (charles) CORP | +0.1% | +58.33% | 加仓 |
| 35 | UBER | Uber Technologies Inc | +0.1% | +3.05% | 加仓 |
| 36 | CCJ | Cameco CORP | +0.1% | -12.71% | 减仓 |
| 37 | NKE | Nike Inc -cl B | +0.1% | +45.25% | 加仓 |
| 38 | BTSG 6.75 02-01-27债券 | Brightspring Health Serv | +0.1% | NEW | 新建仓 |
| 39 | GME | Gamestop Corp-class A | +0.1% | +911.10% | 加仓 |
| 40 | SHEL | Shell Plc-adr | +0.1% | +211.40% | 加仓 |
| 41 | AMD | Advanced Micro Devices | 0% | -19.95% | 减仓 |
| 42 | JPM | Jpmorgan Chase & Co | 0% | -5.84% | 减仓 |
| 43 | TU | Telus CORP | 0% | -0.24% | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +7.93% | 加仓 |
| 45 | PAVE | Global X US Infrastructure | 0% | -1.65% | 减仓 |
| 46 | WPM | Wheaton Precious Metals CORP | 0% | +10.30% | 加仓 |
| 47 | ADBE | Adobe Inc | 0% | +23.57% | 加仓 |
| 48 | APO 6.75 07-31-26债券 | Apollo Global Management | 0% | NEW | 新建仓 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 0% | +101.44% | 加仓 |
| 50 | SNN | Smith & Nephew PLC -spon Adr | 0% | +321.60% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Of Montreal /can/ 在 Q2 2025 季度的美股持仓总市值约为 US$3036.5亿，共申报了 3176 个公开持股仓位。
在 Q2 2025 季度，Bank Of Montreal /can/ 按市值排列的前三大核心持股分别为：NVDA (5.6%)、SPY (4.4%)、RY (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.6% 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
EMA
市值: US$7.6亿
本季最大获利了结 / 清仓标的
QQQ
前期市值: US$9.9亿
在 Q2 2025 季度中，Bank Of Montreal /can/ 共进行了 200 项持仓异动，包含新建仓 13 个仓位、加仓 78 个仓位、减仓 100 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 EMA。 本季清仓仓位包含 QQQ。
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。