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。
CIK: 0001993485
申报总市值
US$30.7亿
US$30.7亿
161 檔
17.5%
Q2 2024 季度申报显示,Dixon Mitchell Investment Counsel Inc. 披露的美股组合总市值为 US$30.7亿,涵盖 161 个不同之权益投资仓位。
在 Q2 2024 期间,Dixon Mitchell Investment Counsel Inc. 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Dixon Mitchell Investment Counsel Inc. 的前 5 大核心持股(包含 GOOGL, V, BRK-B 等)合计占整体申报市值的 17.5%,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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.91% | +0.27% | -0.20% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 5.76% | +0.46% | +0.71% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.22% | +0.72% | +1.32% | |
| 4 | ICE | Intercontinental Exchange In | 股票-金融 | 4.62% | -0.90% | +0.44% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.41% | -0.11% | +1.66% | |
| 6 | RY | Royal Bank Of Canada | 股票-金融 | 4.27% | +1.25% | +1.59% | |
| 7 | TFII | Tfi International Inc | 股票-其他 | 3.93% | +0.55% | +1.30% | |
| 8 | TD | Toronto-dominion Bank | 股票-金融 | 3.84% | +1.44% | +0.10% | |
| 9 | BN | Brookfield CORP | 股票-金融 | 3.64% | -0.02% | +0.59% | |
| 10 | CNQ | Canadian Natural Resources | 股票-能源 | 3.32% | -0.50% | +101.86% | |
| 11 | AME | Ametek Inc | 股票-工业 | 3.21% | +0.27% | +50.61% | |
| 12 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 3.04% | -0.66% | -16.81% | |
| 13 | CNI | Canadian Natl Railway Co | 股票-工业 | 2.84% | +0.32% | +0.76% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.80% | +0.15% | +2.77% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.80% | -0.97% | +13.06% | |
| 16 | MEOH | Methanex CORP | 股票-其他 | 2.61% | -1.15% | +0.81% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.53% | +0.06% | -0.76% | |
| 18 | ROP | Roper Technologies Inc | 股票-科技 | 2.45% | -0.14% | +1.37% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 2.44% | +0.79% | -0.72% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 2.38% | — | +1.68% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.25% | -4.30% | +61.03% | |
| 22 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.87% | -0.95% | EXIT | |
| 23 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.68% | — | -1.01% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 1.58% | -0.06% | +2.34% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | +0.04% | +2.35% | |
| 26 | CSL | Carlisle Cos Inc | 股票-工业 | 1.38% | +0.02% | +2.50% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.36% | — | +2.41% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 1.35% | -0.41% | +2.69% | |
| 29 | MIDD | Middleby CORP | 股票-工业 | 1.31% | — | +40.94% | |
| 30 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.24% | +0.32% | +0.48% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.16% | — | +2.99% | |
| 32 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.09% | -0.02% | +3.07% | |
| 33 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.96% | +0.01% | +3.89% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.02% | +3.35% | |
| 35 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.79% | -0.28% | +1.86% | |
| 36 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.76% | -0.01% | EXIT | |
| 37 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.72% | — | +157009.62% | |
| 38 | BLD | Topbuild CORP | 股票-工业 | 0.69% | -0.25% | +2.76% | |
| 39 | MFC | Manulife Financial CORP | 股票-金融 | 0.68% | — | +2.96% | |
| 40 | WCN | Waste Connections Inc | 股票-工业 | 0.56% | -0.03% | +1.66% | |
| 41 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.45% | -0.05% | — | |
| 42 | NTR | Nutrien LTD | 股票-原材料 | 0.44% | — | +2.91% | |
| 43 | TFPM | Triple Flag Precious Met | 股票-原材料 | 0.44% | -0.25% | -27.21% | |
| 44 | ATS | Ats CORP | 股票-其他 | 0.39% | -0.01% | +72.14% | |
| 45 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.36% | — | +2.08% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.34% | — | -0.38% | |
| 47 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.32% | -0.03% | — | |
| 48 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.26% | — | +0.05% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.07% | — | +36.89% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.03% | — | — |
根据 SEC 官方 Form 13F 申报备案,Dixon Mitchell Investment Counsel Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$30.7亿,共申报了 161 个公开持股仓位。
在 Q2 2024 季度,Dixon Mitchell Investment Counsel Inc. 按市值排列的前三大核心持股分别为:GOOGL (6.9%)、V (5.8%)、BRK-B (5.2%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.9% 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。
在 Q2 2024 季度中,Dixon Mitchell Investment Counsel Inc. 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。