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: 0001846838
申报总市值
US$1.9亿
US$1.9亿
86 檔
41.3%
Ewing Morris & Co. Investment Partners Ltd. 在 Q1 2026 季度的美股仓位总计估值为 US$1.9亿，分散于 86 个持仓标的之中，反映其市场参与广度与投资规模。
Ewing Morris & Co. Investment Partners Ltd. 在 Q1 2026 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 32 档持股的同时，亦同步清仓 18 档并减仓 20 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, IVV, BAND 0.5 04-01-28 等）合计占整体申报市值的 41.3%，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 | 18.21% | -10.48% | +20.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.04% | +2.15% | +26.33% | |
| 3 | BAND 0.5 04-01-28债券 | Bandwidth Inc | 债券 | 4.93% | -4.93% | EXIT | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.20% | +1.04% | +22.03% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.20% | -0.82% | +4.65% | |
| 6 | FIVN 1 03-15-29债券 | Five9 Inc | 债券 | 2.74% | +0.52% | — | |
| 7 | EVH 3.5 12-01-29债券 | Evolent Health Inc | 债券 | 2.63% | +1.53% | — | |
| 8 | RY | Royal Bank Of Canada | 股票-金融 | 2.55% | +0.69% | +18.73% | |
| 9 | SRI | Stoneridge Inc | 股票-其他 | 2.47% | +1.80% | +2.16% | |
| 10 | EFXT | Enerflex LTD | 股票-其他 | 2.35% | +0.47% | -16.67% | |
| 11 | DRVN | Driven Brands Holdings Inc | 股票-其他 | 2.31% | +0.17% | +6.23% | |
| 12 | TD | Toronto-dominion Bank | 股票-金融 | 2.24% | +1.09% | -0.01% | |
| 13 | BL 1 06-01-29债券 | Blackline Inc | 债券 | 2.13% | +0.28% | — | |
| 14 | JBTM | Jbt Marel CORP | 股票-工业 | 2.11% | -0.11% | — | |
| 15 | XMTR 1 02-01-27债券 | Xometry Inc | 债券 | 1.97% | +0.42% | — | |
| 16 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 1.95% | +0.02% | +17.30% | |
| 17 | RPD 1.25 03-15-29债券 | Rapid7 Inc | 债券 | 1.70% | -1.70% | EXIT | |
| 18 | CABO 1.125 03-15-28债券 | Cable One Inc | 债券 | 1.69% | -1.69% | EXIT | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | -1.66% | EXIT | |
| 20 | FTS | Fortis Inc | 股票-公用事业 | 1.64% | +0.34% | +1.75% | |
| 21 | BMO | Bank Of Montreal | 股票-金融 | 1.62% | +0.83% | -0.03% | |
| 22 | ZD | Ziff Davis Inc | 股票-其他 | 1.49% | -1.49% | EXIT | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | -0.49% | +174.65% | |
| 24 | SWIM | Latham Group Inc | 股票-其他 | 1.40% | -0.69% | -31.10% | |
| 25 | ASTL | Algoma Steel Group Inc | 股票-其他 | 1.32% | +0.22% | +15.92% | |
| 26 | SANG | Sangoma Technologies CORP | 股票-其他 | 1.18% | +0.15% | +35.29% | |
| 27 | TRP | Tc Energy CORP | 股票-能源 | 1.11% | +0.27% | +0.30% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.05% | -0.59% | -4.08% | |
| 29 | BL | Blackline Inc | 股票-科技 | 1.00% | +0.39% | +700.00% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.94% | -0.94% | EXIT | |
| 31 | FSV | Firstservice CORP | 股票-其他 | 0.92% | +0.57% | +47.00% | |
| 32 | CNQ | Canadian Natural Resources | 股票-能源 | 0.84% | -0.03% | — | |
| 33 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 0.81% | -0.81% | EXIT | |
| 34 | SNDL | Sndl Inc | 股票-其他 | 0.78% | +0.26% | +23.78% | |
| 35 | SPXC | Spx Technologies Inc | 股票-工业 | 0.78% | — | — | |
| 36 | ENB | Enbridge Inc | 股票-能源 | 0.77% | +0.13% | +4.78% | |
| 37 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.71% | +0.32% | +0.01% | |
| 38 | RGLD | Royal Gold Inc | 股票-原材料 | 0.64% | +0.12% | — | |
| 39 | EVGO | Evgo Inc | 股票-其他 | 0.59% | +0.11% | +80.08% | |
| 40 | FUL | H.b. Fuller Co. | 股票-原材料 | 0.56% | +0.30% | -50.00% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.10% | +67.60% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.54% | -0.29% | -28.46% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.52% | -0.25% | — | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | +0.16% | — | |
| 45 | TRIP | Tripadvisor Inc | 股票-其他 | 0.48% | +0.24% | +0.10% | |
| 46 | CRON | Cronos Group Inc | 股票-其他 | 0.44% | +0.12% | — | |
| 47 | ORLA | Orla Mining LTD | 股票-其他 | 0.44% | -0.13% | -14.08% | |
| 48 | ITGR 1.875 03-15-30债券 | Integer Holdings CORP | 债券 | 0.43% | +0.08% | — | |
| 49 | GOGO | Gogo Inc | 股票-其他 | 0.42% | -0.04% | — | |
| 50 | MTCH | Match Group Inc | 股票-通信服务 | 0.42% | +0.41% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CMP | Compass Minerals Internation | +5% | +20.02% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +26.33% | 加仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +174.65% | 加仓 |
| 4 | IQLT | Ishares Msci International Q | +0.9% | +22.03% | 加仓 |
| 5 | BL | Blackline Inc | +0.8% | +700.00% | 加仓 |
| 6 | GLD | Spdr Gold Shares | +0.4% | +4.65% | 加仓 |
| 7 | ZD | Ziff Davis Inc | +0.4% | +15.23% | 加仓 |
| 8 | RY | Royal Bank Of Canada | +0.3% | +18.73% | 加仓 |
| 9 | EFXT | Enerflex LTD | +0.3% | -16.67% | 减仓 |
| 10 | CNQ | Canadian Natural Resources | +0.3% | — | 不变 |
| 11 | FSV | Firstservice CORP | +0.2% | +47.00% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +67.60% | 加仓 |
| 13 | ASTL | Algoma Steel Group Inc | +0.2% | +15.92% | 加仓 |
| 14 | BAND 0.5 04-01-28债券 | Bandwidth Inc | +0.2% | — | 不变 |
| 15 | FTS | Fortis Inc | +0.2% | +1.75% | 加仓 |
| 16 | TRP | Tc Energy CORP | +0.2% | +0.30% | 加仓 |
| 17 | MSFT | Microsoft CORP | +0.1% | +112.46% | 加仓 |
| 18 | ENB | Enbridge Inc | +0.1% | +4.78% | 加仓 |
| 19 | RGLD | Royal Gold Inc | +0.1% | — | 不变 |
| 20 | BMO | Bank Of Montreal | +0.1% | -0.03% | 减仓 |
| 21 | TFII | Tfi International Inc | +0.1% | +62.98% | 加仓 |
| 22 | SANG | Sangoma Technologies CORP | +0.1% | +35.29% | 加仓 |
| 23 | SU | Suncor Energy Inc | +0.1% | -0.64% | 减仓 |
| 24 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +25.89% | 加仓 |
| 25 | EVGO | Evgo Inc | +0.1% | +80.08% | 加仓 |
| 26 | CNI | Canadian Natl Railway Co | 0% | +9.01% | 加仓 |
| 27 | SLSR | Solaris Resources Inc | 0% | — | 不变 |
| 28 | TD | Toronto-dominion Bank | 0% | -0.01% | 减仓 |
| 29 | SEA1EUR | Seabridge Gold Inc | 0% | +20.72% | 加仓 |
| 30 | SLF | Sun Life Financial Inc | 0% | +13.10% | 加仓 |
| 31 | OR | Or Royalties Inc | 0% | — | 不变 |
| 32 | CM | Can Imperial Bk Of Commerce | 0% | +1.36% | 加仓 |
| 33 | CP | Canadian Pacific Kansas City | 0% | -0.59% | 减仓 |
| 34 | SPXC | Spx Technologies Inc | 0% | — | 不变 |
| 35 | ETSY 0.25 06-15-28债券 | Etsy Inc | 0% | — | 不变 |
| 36 | ORLA | Orla Mining LTD | 0% | -14.08% | 减仓 |
| 37 | SNDL | Sndl Inc | 0% | +23.78% | 加仓 |
| 38 | EMA | Emera Inc | 0% | — | 不变 |
| 39 | USMV | Ishares Msci USA Min Vol Fac | 0% | +3.61% | 加仓 |
| 40 | MSTR 8 PERP债券 | Strategy Inc | 0% | +12.53% | 加仓 |
| 41 | ACWI | Ishares Msci Acwi ETF | — | — | 不变 |
| 42 | MFC | Manulife Financial CORP | — | +2.02% | 加仓 |
| 43 | WPM | Wheaton Precious Metals CORP | — | -11.80% | 减仓 |
| 44 | MTCH | Match Group Inc | 0% | — | 不变 |
| 45 | CLS | Celestica Inc | 0% | — | 不变 |
| 46 | CRON | Cronos Group Inc | 0% | — | 不变 |
| 47 | ZYME | Zymeworks Inc | 0% | — | 不变 |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -4.08% | 减仓 |
| 49 | AMZN | Amazon.com Inc | 0% | -1.09% | 减仓 |
| 50 | BNS | Bank Of Nova Scotia | 0% | +0.01% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ewing Morris & Co. Investment Partners Ltd. 在 Q1 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 86 个公开持股仓位。
在 Q1 2026 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 (18.2%)、IVV (5.0%)、BAND 0.5 04-01-28 (4.9%)。其中最大持股仓位 CMP 占据整体投资组合约 18.2% 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
EFA
市值: US$367.9万
本季最大获利了结 / 清仓标的
VAC 3.25 12-15-27
前期市值: US$241.5万
在 Q1 2026 季度中，Ewing Morris & Co. Investment Partners Ltd. 共进行了 83 项持仓异动，包含新建仓 13 个仓位、加仓 32 个仓位、减仓 20 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 EFA。 本季清仓仓位包含 VAC 3.25 12-15-27。
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。