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: 0001908219
申报总市值
US$80.7亿
US$80.7亿
101 檔
15.6%
Q1 2025 季度申报显示，Canoe Financial LP 披露的美股组合总市值为 US$80.7亿，涵盖 101 个不同之权益投资仓位。
Canoe Financial LP 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 23 档持股的同时，亦同步清仓 3 档并减仓 21 档标的。
在资产配置集中度方面，Canoe Financial LP 的前 5 大核心持股（包含 UNH, TSM, CNI 等）合计占整体申报市值的 15.6%，反映机构在主要关键仓位上的权重分布。
| # | 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 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 4.72% | +0.09% | +21.78% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.34% | +0.28% | +3.28% | |
| 3 | CNI | Canadian Natl Railway Co | 股票-工业 | 3.79% | +0.22% | +13.75% | |
| 4 | AZO | Autozone Inc | 股票-周期性消费 | 3.70% | -0.42% | -2.96% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.65% | -0.44% | -1.81% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.55% | -0.17% | +0.56% | |
| 7 | MCO | Moody's CORP | 股票-金融 | 3.35% | -0.24% | +6.25% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 3.21% | +0.11% | +6.27% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.92% | -0.18% | -5.95% | |
| 10 | PM | Philip Morris International | 股票-非周期性消费 | 2.89% | +0.05% | -8.84% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 2.55% | -0.66% | +10.33% | |
| 12 | OTIS | Otis Worldwide CORP | 股票-工业 | 2.49% | +0.13% | +45.47% | |
| 13 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.47% | -0.17% | -27.92% | |
| 14 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 2.46% | -0.37% | +14.45% | |
| 15 | AXP | American Express Co | 股票-金融 | 2.37% | -0.04% | +17.05% | |
| 16 | CNQ | Canadian Natural Resources | 股票-能源 | 2.34% | -1.09% | +403.71% | |
| 17 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.26% | +0.27% | -38.30% | |
| 18 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 2.20% | +0.01% | -1.23% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 2.15% | +0.01% | -1.17% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 2.12% | +0.22% | +9.55% | |
| 21 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.05% | -0.32% | -1.14% | |
| 22 | RBA | Rb Global Inc | 股票-工业 | 2.00% | +0.23% | -1.27% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.98% | -0.14% | +4.24% | |
| 24 | RY | Royal Bank Of Canada | 股票-金融 | 1.91% | +0.26% | -12.18% | |
| 25 | MSCI | Msci Inc | 股票-金融 | 1.75% | -0.11% | +3.55% | |
| 26 | SYY | Sysco CORP | 股票-非周期性消费 | 1.72% | — | +29610.38% | |
| 27 | DFSEUR | Discover Financial Services | 股票-其他 | 1.63% | — | +12.52% | |
| 28 | RRC | Range Resources CORP | 股票-能源 | 1.51% | +0.12% | -17.40% | |
| 29 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.51% | +0.69% | — | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 1.49% | -0.03% | EXIT | |
| 31 | GIB | Cgi Inc | 股票-科技 | 1.45% | -0.01% | +4.74% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | — | -1.15% | |
| 33 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.39% | -0.23% | +6.98% | |
| 34 | EXE | Expand Energy CORP | 股票-能源 | 1.27% | -1.34% | +70.95% | |
| 35 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.23% | -0.03% | +48.91% | |
| 36 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.98% | -0.09% | -6.30% | |
| 37 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.91% | — | -29.13% | |
| 38 | GGG | Graco Inc | 股票-工业 | 0.84% | -0.44% | -2.44% | |
| 39 | TD | Toronto-dominion Bank | 股票-金融 | 0.82% | +0.01% | — | |
| 40 | EFXT | Enerflex LTD | 股票-其他 | 0.78% | +0.11% | -23.96% | |
| 41 | EQT | Eqt CORP | 股票-能源 | 0.76% | +0.08% | -64.11% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.75% | -0.06% | +21.26% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.71% | — | -1.24% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工业 | 0.66% | -0.16% | -1.15% | |
| 45 | FISV | Fiserv Inc | 股票-其他 | 0.58% | +0.25% | -0.90% | |
| 46 | ALC | Alcon Inc. | 股票-医疗保健 | 0.58% | -0.08% | +12.09% | |
| 47 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 0.57% | — | -24.40% | |
| 48 | AON | Aon plc | 股票-金融 | 0.54% | -0.05% | +44.00% | |
| 49 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.49% | — | +22.04% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.43% | +0.85% | -44.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CNQ | Canadian Natural Resources | +1.9% | +403.71% | 加仓 |
| 2 | SYY | Sysco CORP | +1.7% | +29610.38% | 加仓 |
| 3 | CVS | Cvs Health CORP | +1.5% | NEW | 新建仓 |
| 4 | ADBE | Adobe Inc | +1.3% | +929.08% | 加仓 |
| 5 | OTIS | Otis Worldwide CORP | +0.9% | +45.47% | 加仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.9% | +21.78% | 加仓 |
| 7 | TD | Toronto-dominion Bank | +0.8% | NEW | 新建仓 |
| 8 | EXE | Expand Energy CORP | +0.6% | +70.95% | 加仓 |
| 9 | WPM | Wheaton Precious Metals CORP | +0.6% | -1.23% | 减仓 |
| 10 | CME | Cme Group Inc | +0.5% | +10.33% | 加仓 |
| 11 | PM | Philip Morris International | +0.5% | -8.84% | 减仓 |
| 12 | WTW | Willis Towers Watson Public Limited Company | +0.5% | +48.91% | 加仓 |
| 13 | AZO | Autozone Inc | +0.4% | -2.96% | 减仓 |
| 14 | CTRA | Coterra Energy Inc | +0.4% | NEW | 新建仓 |
| 15 | QSR | Restaurant Brands Intern | +0.3% | +14.45% | 加仓 |
| 16 | CNI | Canadian Natl Railway Co | +0.3% | +13.75% | 加仓 |
| 17 | WFC | Wells Fargo & Co | +0.2% | +6.27% | 加仓 |
| 18 | AON | Aon plc | +0.2% | +44.00% | 加仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -1.15% | 减仓 |
| 20 | V | Visa Inc-class A Shares | +0.2% | -1.17% | 减仓 |
| 21 | RBA | Rb Global Inc | +0.2% | -1.27% | 减仓 |
| 22 | DFSEUR | Discover Financial Services | +0.1% | +12.52% | 加仓 |
| 23 | SPGI | S&p Global Inc | +0.1% | +21.26% | 加仓 |
| 24 | ALC | Alcon Inc. | +0.1% | +12.09% | 加仓 |
| 25 | AXP | American Express Co | +0.1% | +17.05% | 加仓 |
| 26 | SHW | Sherwin-williams Co/the | +0.1% | +4.24% | 加仓 |
| 27 | MCO | Moody's CORP | +0.1% | +6.25% | 加仓 |
| 28 | CPRT | Copart Inc | +0.1% | +55.38% | 加仓 |
| 29 | ADI | Analog Devices Inc | 0% | +9.55% | 加仓 |
| 30 | ATS | Ats CORP | -0.1% | -4.47% | 减仓 |
| 31 | MTD | Mettler-toledo International | -0.1% | -6.30% | 减仓 |
| 32 | ROST | Ross Stores Inc | -0.2% | +6.98% | 加仓 |
| 33 | RRC | Range Resources CORP | -0.2% | -17.40% | 减仓 |
| 34 | DLTR | Dollar Tree Inc | -0.2% | -24.40% | 减仓 |
| 35 | HCA | Hca Healthcare Inc | -0.2% | -29.13% | 减仓 |
| 36 | GPOR | Gulfport Energy CORP | -0.2% | EXIT | 清仓 |
| 37 | VRSN | Verisign Inc | -0.4% | -61.77% | 减仓 |
| 38 | RY | Royal Bank Of Canada | -0.5% | -12.18% | 减仓 |
| 39 | EMR | Emerson Electric Co | -0.5% | -44.85% | 减仓 |
| 40 | RCI | Rogers Communications Inc-b | -0.6% | -83.17% | 减仓 |
| 41 | EFXT | Enerflex LTD | -0.6% | -23.96% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.6% | -1.81% | 减仓 |
| 43 | LBRT | Liberty Energy Inc | -0.7% | -84.43% | 减仓 |
| 44 | FDX | Fedex CORP | -0.7% | EXIT | 清仓 |
| 45 | ASML | ASML Holding N.V. | -0.7% | EXIT | 清仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | +3.28% | 加仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.8% | +0.56% | 加仓 |
| 48 | ELV | Elevance Health Inc | -0.9% | -38.30% | 减仓 |
| 49 | EQT | Eqt CORP | -1.1% | -64.11% | 减仓 |
| 50 | DEO | Diageo Plc-sponsored Adr | -4.1% | -99.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Canoe Financial LP 在 Q1 2025 季度的美股持仓总市值约为 US$80.7亿，共申报了 101 个公开持股仓位。
在 Q1 2025 季度，Canoe Financial LP 按市值排列的前三大核心持股分别为：UNH (4.7%)、TSM (4.3%)、CNI (3.8%)。其中最大持股仓位 UNH 占据整体投资组合约 4.7% 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
CVS
市值: US$9405.0万
本季最大获利了结 / 清仓标的
ASML
前期市值: US$4290.1万
在 Q1 2025 季度中，Canoe Financial LP 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 23 个仓位、减仓 21 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 CVS。 本季清仓仓位包含 ASML。
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。