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: 0001846838
申报总市值
US$1.9亿
US$1.9亿
94 檔
33.3%
在 Q3 2025 申报期间，Ewing Morris & Co. Investment Partners Ltd.（CIK: 0001846838）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.9亿，共持有 94 个公开申报仓位。
Ewing Morris & Co. Investment Partners Ltd. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 29 个全新仓位及加仓 35 档持股的同时，亦同步清仓 33 档并减仓 23 档标的。
在资产配置集中度方面，Ewing Morris & Co. Investment Partners Ltd. 的前 5 大核心持股（包含 CMP, BAND 0.5 04-01-28, SRI 等）合计占整体申报市值的 33.3%，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 | CMP | Compass Minerals Internation | 股票-其他 | 12.41% | -10.48% | +30.36% | |
| 2 | BAND 0.5 04-01-28债券 | Bandwidth Inc | 债券 | 4.26% | -4.93% | EXIT | |
| 3 | SRI | Stoneridge Inc | 股票-其他 | 3.62% | +1.80% | +9.14% | |
| 4 | EVH 3.5 12-01-29债券 | Evolent Health Inc | 债券 | 3.50% | +1.53% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.48% | +2.15% | +24.43% | |
| 6 | SWIM | Latham Group Inc | 股票-其他 | 2.74% | -0.69% | -21.03% | |
| 7 | FIVN 1 03-15-29债券 | Five9 Inc | 债券 | 2.66% | +0.52% | +133.33% | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 2.64% | +1.04% | +8.57% | |
| 9 | DRVN | Driven Brands Holdings Inc | 股票-其他 | 2.63% | +0.17% | — | |
| 10 | RPD 0.25 03-15-27债券 | Rapid7 Inc | 债券 | 2.53% | — | -48.77% | |
| 11 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 2.49% | +0.02% | +21.74% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.45% | -0.82% | +46.75% | |
| 13 | BL 1 06-01-29债券 | Blackline Inc | 债券 | 2.23% | +0.28% | — | |
| 14 | CABO 1.125 03-15-28债券 | Cable One Inc | 债券 | 2.22% | -1.69% | EXIT | |
| 15 | JBTM | Jbt Marel CORP | 股票-工业 | 2.20% | -0.11% | +24.87% | |
| 16 | XMTR 1 02-01-27债券 | Xometry Inc | 债券 | 2.12% | +0.42% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.92% | +0.32% | +2.22% | |
| 18 | RY | Royal Bank Of Canada | 股票-金融 | 1.89% | +0.69% | +0.93% | |
| 19 | TD | Toronto-dominion Bank | 股票-金融 | 1.87% | +1.09% | -0.91% | |
| 20 | RPD 1.25 03-15-29债券 | Rapid7 Inc | 债券 | 1.80% | -1.70% | EXIT | |
| 21 | ZD 3.625 03-01-28债券 | Ziff Davis Inc | 债券 | 1.66% | — | — | |
| 22 | WMS | Advanced Drainage Systems In | 股票-工业 | 1.65% | — | -18.51% | |
| 23 | GOGO | Gogo Inc | 股票-其他 | 1.64% | -0.04% | +46.79% | |
| 24 | SNAP 0.125 03-01-28债券 | Snap Inc | 债券 | 1.53% | — | -33.33% | |
| 25 | BMO | Bank Of Montreal | 股票-金融 | 1.50% | +0.83% | +0.34% | |
| 26 | FTS | Fortis Inc | 股票-公用事业 | 1.39% | +0.34% | -7.12% | |
| 27 | EFXT | Enerflex LTD | 股票-其他 | 1.38% | +0.47% | +36.36% | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.28% | -0.29% | -16.49% | |
| 29 | SNDL | Sndl Inc | 股票-其他 | 1.09% | +0.26% | — | |
| 30 | MSTR | Strategy Inc | 股票-科技 | 1.04% | — | -19.97% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.04% | -0.59% | +6.54% | |
| 32 | FUL | H.b. Fuller Co. | 股票-原材料 | 1.01% | +0.30% | — | |
| 33 | ZD | Ziff Davis Inc | 股票-其他 | 0.97% | -1.49% | EXIT | |
| 34 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.94% | — | — | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 0.94% | +0.03% | — | |
| 36 | TRP | Tc Energy CORP | 股票-能源 | 0.90% | +0.27% | +1.06% | |
| 37 | EVGO | Evgo Inc | 股票-其他 | 0.85% | +0.11% | — | |
| 38 | SANG | Sangoma Technologies CORP | 股票-其他 | 0.81% | +0.15% | -18.75% | |
| 39 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 0.76% | -0.81% | EXIT | |
| 40 | ASTL | Algoma Steel Group Inc | 股票-其他 | 0.74% | +0.22% | +25.64% | |
| 41 | LION | Lionsgate Studios CORP | 股票-其他 | 0.74% | — | — | |
| 42 | ENB | Enbridge Inc | 股票-能源 | 0.71% | +0.13% | -9.88% | |
| 43 | SPXC | Spx Technologies Inc | 股票-工业 | 0.69% | — | -28.90% | |
| 44 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.65% | +0.32% | -6.38% | |
| 45 | CNQ | Canadian Natural Resources | 股票-能源 | 0.53% | -0.03% | -2.99% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | -0.49% | -22.92% | |
| 47 | GE | General Electric | 股票-工业 | 0.51% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.50% | +0.27% | NEW | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.48% | — | — | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.47% | +0.16% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CMP | Compass Minerals Internation | +10.6% | +30.36% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.8% | +24.43% | 加仓 |
| 3 | GLD | Spdr Gold Shares | +1.7% | +46.75% | 加仓 |
| 4 | SRI | Stoneridge Inc | +1.6% | +9.14% | 加仓 |
| 5 | FIVN 1 03-15-29债券 | Five9 Inc | +1.5% | +133.33% | 加仓 |
| 6 | JBTM | Jbt Marel CORP | +1.2% | +24.87% | 加仓 |
| 7 | IQLT | Ishares Msci International Q | +1% | +8.57% | 加仓 |
| 8 | DRVN | Driven Brands Holdings Inc | +0.9% | — | 加仓 |
| 9 | TSLA | Tesla Inc | +0.9% | — | 加仓 |
| 10 | EFXT | Enerflex LTD | +0.8% | +36.36% | 加仓 |
| 11 | GE | General Electric | +0.4% | — | 加仓 |
| 12 | RY | Royal Bank Of Canada | +0.4% | +0.93% | 加仓 |
| 13 | TD | Toronto-dominion Bank | +0.4% | -0.91% | 减仓 |
| 14 | BMO | Bank Of Montreal | +0.3% | +0.34% | 加仓 |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | -16.49% | 减仓 |
| 16 | XMTR 1 02-01-27债券 | Xometry Inc | +0.3% | — | 不变 |
| 17 | ZD | Ziff Davis Inc | +0.3% | +15.30% | 加仓 |
| 18 | ASTL | Algoma Steel Group Inc | +0.2% | +25.64% | 加仓 |
| 19 | CLS | Celestica Inc | +0.2% | -21.12% | 减仓 |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +4.51% | 加仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -22.92% | 加仓 |
| 22 | BNS | Bank Of Nova Scotia | +0.1% | -6.38% | 减仓 |
| 23 | SLSR | Solaris Resources Inc | +0.1% | — | 不变 |
| 24 | SPXC | Spx Technologies Inc | +0.1% | -28.90% | 减仓 |
| 25 | WPM | Wheaton Precious Metals CORP | +0.1% | -37.19% | 不变 |
| 26 | TRP | Tc Energy CORP | +0.1% | +1.06% | 加仓 |
| 27 | FTS | Fortis Inc | +0.1% | -7.12% | 加仓 |
| 28 | MSTR | Strategy Inc | +0.1% | -19.97% | 加仓 |
| 29 | ENB | Enbridge Inc | +0.1% | -9.88% | 加仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 加仓 |
| 31 | CM | Can Imperial Bk Of Commerce | +0.1% | +0.05% | 加仓 |
| 32 | CABO 1.125 03-15-28债券 | Cable One Inc | +0.1% | — | 不变 |
| 33 | ACWI | Ishares Msci Acwi ETF | +0.1% | — | 不变 |
| 34 | SEA1EUR | Seabridge Gold Inc | +0.1% | -8.26% | 减仓 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -2.23% | 加仓 |
| 36 | AMZN | Amazon.com Inc | 0% | +1.79% | 加仓 |
| 37 | AAPL | Apple Inc | 0% | -3.27% | 加仓 |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -34.59% | 减仓 |
| 39 | USMV | Ishares Msci USA Min Vol Fac | 0% | +7.14% | 加仓 |
| 40 | ORLA | Orla Mining LTD | 0% | — | 减仓 |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 0% | -35.09% | 减仓 |
| 42 | IEF | Ishares 7-10 Year Treasury B | 0% | -17.48% | 加仓 |
| 43 | V | Visa Inc-class A Shares | 0% | — | 加仓 |
| 44 | CP | Canadian Pacific Kansas City | 0% | +3.13% | 加仓 |
| 45 | BCE | Bce Inc | — | — | 加仓 |
| 46 | CNQ | Canadian Natural Resources | 0% | -2.99% | 减仓 |
| 47 | CNI | Canadian Natl Railway Co | 0% | -2.33% | 加仓 |
| 48 | MFC | Manulife Financial CORP | 0% | +0.57% | 加仓 |
| 49 | SU | Suncor Energy Inc | 0% | -1.30% | 减仓 |
| 50 | SLF | Sun Life Financial Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Ewing Morris & Co. Investment Partners Ltd. 在 Q3 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 94 个公开持股仓位。
在 Q3 2025 季度，Ewing Morris & Co. Investment Partners Ltd. 按市值排列的前三大核心持股分别为：CMP (12.4%)、BAND 0.5 04-01-28 (4.3%)、SRI (3.6%)。其中最大持股仓位 CMP 占据整体投资组合约 12.4% 的权重。
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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
EVH 3.5 12-01-29
市值: US$820.1万
本季最大获利了结 / 清仓标的
U 0 11-15-26
前期市值: US$1826.1万
在 Q3 2025 季度中，Ewing Morris & Co. Investment Partners Ltd. 共进行了 120 项持仓异动，包含新建仓 29 个仓位、加仓 35 个仓位、减仓 23 个仓位以及清仓 33 个仓位。 其中最大新建仓标的为 EVH 3.5 12-01-29。 本季清仓仓位包含 U 0 11-15-26。
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。
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