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。
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CIK: 0000927971
申报总市值
US$3036.5亿
US$3036.5亿
3221 檔
15.1%
根据最新整理的 13F 季度数据集，Bank Of Montreal /can/ 于 Q1 2026 结束时的管理资产规模为 US$3036.5亿。该机构在本季度申报了 3221 档美股持仓，呈现出该时期的主要投资地图。
Bank Of Montreal /can/ 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 89 档持股的同时，亦同步清仓 2 档并减仓 103 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, RY, SPY 等）合计占整体申报市值的 15.1%，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 3221 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 | 4.91% | -0.57% | +1.92% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 3.83% | +0.39% | +2.22% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.09% | +0.21% | -6.04% | |
| 4 | TD | Toronto-dominion Bank | 股票-金融 | 2.70% | -0.15% | +8.23% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.68% | -0.02% | -10.09% | |
| 6 | BUR | Burford Capital Limited | 股票-其他 | 2.58% | -0.96% | +8.67% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.47% | +16.81% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.31% | -0.37% | +26.42% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.18% | +0.11% | -2.96% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.57% | -0.50% | -38.37% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.57% | -0.02% | +60.66% | |
| 12 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.47% | +0.05% | -4.05% | |
| 13 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.47% | +0.17% | -3.90% | |
| 14 | BMO | Bank Of Montreal | 股票-金融 | 1.45% | +0.19% | -0.14% | |
| 15 | TRP | Tc Energy CORP | 股票-能源 | 1.28% | -0.46% | +9.36% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 1.18% | -0.07% | +5.04% | |
| 17 | CNQ | Canadian Natural Resources | 股票-能源 | 1.18% | -0.33% | -8.23% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.33% | -12.04% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 1.12% | -0.02% | -14.32% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.08% | +0.16% | -14.85% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 1.08% | -0.28% | +21.06% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.93% | +0.02% | +105.57% | |
| 23 | SU | Suncor Energy Inc | 股票-能源 | 0.91% | -0.14% | +0.25% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.87% | -0.24% | +15.80% | |
| 25 | BN | Brookfield CORP | 股票-金融 | 0.83% | -0.03% | -7.64% | |
| 26 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.79% | -0.20% | +8.11% | |
| 27 | MFC | Manulife Financial CORP | 股票-金融 | 0.75% | +0.01% | +0.68% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.13% | +39.08% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | -0.10% | -0.15% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.01% | -10.59% | |
| 31 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.59% | -0.07% | +8.53% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.58% | -0.19% | -21.77% | |
| 33 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.58% | -0.01% | -5.69% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.58% | -0.12% | +2.05% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | -0.17% | +32.16% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +0.86% | -1.96% | |
| 37 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.54% | +0.04% | -0.81% | |
| 38 | B | Barrick Mining CORP | 股票-原材料 | 0.53% | -0.09% | +40.23% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.16% | -7.49% | |
| 40 | FTS | Fortis Inc | 股票-公用事业 | 0.52% | -0.06% | +0.10% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.05% | -30.20% | |
| 42 | WCN | Waste Connections Inc | 股票-工业 | 0.50% | -0.02% | -5.40% | |
| 43 | FNV | Franco-nevada CORP | 股票-原材料 | 0.47% | -0.10% | -2.35% | |
| 44 | PAVE | Global X US Infrastructure | ETF-其他 | 0.46% | +0.02% | -1.76% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.02% | -11.42% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.45% | +0.44% | +1.76% | |
| 47 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.42% | -0.09% | +21.74% | |
| 48 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.42% | -0.18% | +499.75% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | -0.02% | -13.10% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.01% | -2.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BUR | Burford Capital Limited | +2.6% | +8.67% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.7% | +60.66% | 加仓 |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | +105.57% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +26.42% | 加仓 |
| 5 | KRE | Ss Spdr S&p Regional Bank | +0.4% | +499.75% | 加仓 |
| 6 | CNQ | Canadian Natural Resources | +0.3% | -8.23% | 减仓 |
| 7 | SU | Suncor Energy Inc | +0.3% | +0.25% | 加仓 |
| 8 | TD | Toronto-dominion Bank | +0.3% | +8.23% | 加仓 |
| 9 | TRP | Tc Energy CORP | +0.3% | +9.36% | 加仓 |
| 10 | NFLX | Netflix Inc | +0.3% | +21.06% | 加仓 |
| 11 | ENB | Enbridge Inc | +0.2% | +5.04% | 加仓 |
| 12 | AEM | Agnico Eagle Mines LTD | +0.2% | +8.11% | 加仓 |
| 13 | GDX | Vaneck Gold Miners ETF | +0.2% | +15.80% | 加仓 |
| 14 | XLB | Ss Materials Select Sector | +0.2% | +4311.81% | 加仓 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +32.16% | 加仓 |
| 16 | B | Barrick Mining CORP | +0.2% | +40.23% | 加仓 |
| 17 | V | Visa Inc-class A Shares | +0.2% | +39.08% | 加仓 |
| 18 | AZN | AstraZeneca PLC | +0.1% | NEW | 新建仓 |
| 19 | KBE | Ss Spdr S&p Bank ETF | +0.1% | +286.01% | 加仓 |
| 20 | BMO | Bank Of Montreal | +0.1% | -0.14% | 减仓 |
| 21 | WPM | Wheaton Precious Metals CORP | +0.1% | +21.74% | 加仓 |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +68188.96% | 加仓 |
| 23 | XLE | Ss Energy Select Sector | +0.1% | +71.62% | 加仓 |
| 24 | SLV | Ishares Silver Trust | +0.1% | +167.93% | 加仓 |
| 25 | CVE | Cenovus Energy Inc | +0.1% | -0.14% | 减仓 |
| 26 | MU | Micron Technology Inc | +0.1% | +1.76% | 加仓 |
| 27 | WMT | Walmart Inc | +0.1% | +2.05% | 加仓 |
| 28 | MPLX | Mplx LP | +0.1% | +71257.67% | 加仓 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | -8.75% | 减仓 |
| 30 | RY | Royal Bank Of Canada | +0.1% | +2.22% | 加仓 |
| 31 | SHEL | Shell Plc-adr | +0.1% | +105.78% | 加仓 |
| 32 | VEA | Vanguard Ftse Developed ETF | +0.1% | +214.37% | 加仓 |
| 33 | T | At&t Inc | +0.1% | +39.74% | 加仓 |
| 34 | FNV | Franco-nevada CORP | +0.1% | -2.35% | 减仓 |
| 35 | CCJ | Cameco CORP | +0.1% | +14.33% | 加仓 |
| 36 | BP | Bp Plc-spons Adr | +0.1% | +636.22% | 加仓 |
| 37 | WDC | Western Digital CORP | +0.1% | +28.60% | 加仓 |
| 38 | STX | Seagate Technology Holdings plc | +0.1% | +27.01% | 加仓 |
| 39 | VZ | Verizon Communications Inc | +0.1% | +17.96% | 加仓 |
| 40 | IEMG | Ishares Core Msci Emerging | +0.1% | +29.50% | 加仓 |
| 41 | SHLD | Global X Defense Tech ETF | +0.1% | +1039.26% | 加仓 |
| 42 | INDA | Ishares Msci India ETF | +0.1% | +25576.27% | 加仓 |
| 43 | LMT | Lockheed Martin CORP | +0.1% | +15.06% | 加仓 |
| 44 | LRCX | Lam Research CORP | +0.1% | +21.29% | 加仓 |
| 45 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +18.02% | 加仓 |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +57.95% | 加仓 |
| 47 | SOXX | Ishares Semiconductor ETF | +0.1% | +1042.39% | 加仓 |
| 48 | CVX | Chevron CORP | +0.1% | -3.35% | 减仓 |
| 49 | FTS | Fortis Inc | +0.1% | +0.10% | 加仓 |
| 50 | BCE | Bce Inc | +0.1% | +4.19% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Of Montreal /can/ 在 Q1 2026 季度的美股持仓总市值约为 US$3036.5亿，共申报了 3221 个公开持股仓位。
在 Q1 2026 季度，Bank Of Montreal /can/ 按市值排列的前三大核心持股分别为：NVDA (4.9%)、RY (3.8%)、SPY (3.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.9% 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
AZN
市值: US$3.8亿
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$3.0亿
在 Q1 2026 季度中，Bank Of Montreal /can/ 共进行了 198 项持仓异动，包含新建仓 4 个仓位、加仓 89 个仓位、减仓 103 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。