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: 0001505817
申报总市值
US$275.6亿
US$275.6亿
476 檔
31.4%
在 Q1 2024 申报期间，Fiera Capital Corp（CIK: 0001505817）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$275.6亿，共持有 476 个公开申报仓位。
Fiera Capital Corp 在 Q1 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 17 档持股的同时，亦同步清仓 5 档并减仓 21 档标的。
在资产配置集中度方面，Fiera Capital Corp 的前 5 大核心持股（包含 MSFT, TSM, GOOGL 等）合计占整体申报市值的 31.4%，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 476 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 | MSFT | Microsoft CORP | 股票-科技 | 6.56% | -0.63% | -4.36% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.13% | -0.17% | -3.65% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.85% | +0.27% | -3.04% | |
| 4 | MCO | Moody's CORP | 股票-金融 | 4.33% | -0.09% | -3.69% | |
| 5 | AZO | Autozone Inc | 股票-周期性消费 | 4.32% | -0.44% | -0.54% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.98% | -0.03% | -4.11% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.87% | +0.59% | -2.25% | |
| 8 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.74% | -0.36% | -1.01% | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原材料 | 2.58% | -0.03% | -2.97% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 2.25% | -0.60% | +3.18% | |
| 11 | OTIS | Otis Worldwide CORP | 股票-工业 | 2.20% | -0.20% | +0.81% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.02% | -0.01% | -3.78% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.00% | -0.33% | +2.97% | |
| 14 | MSCI | Msci Inc | 股票-金融 | 1.99% | -0.05% | -6.83% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.98% | -0.12% | +0.72% | |
| 16 | GGG | Graco Inc | 股票-工业 | 1.87% | -0.20% | -5.12% | |
| 17 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.85% | +0.16% | -3.27% | |
| 18 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.61% | +0.01% | -1.84% | |
| 19 | CARR | Carrier Global CORP | 股票-工业 | 1.50% | +0.27% | -4.42% | |
| 20 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.44% | +0.22% | +0.69% | |
| 21 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.39% | — | -4.17% | |
| 22 | GIB | Cgi Inc | 股票-科技 | 1.35% | -0.18% | +2.57% | |
| 23 | RY | Royal Bank Of Canada | 股票-金融 | 1.32% | +0.57% | +0.22% | |
| 24 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.21% | -0.66% | EXIT | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.24% | -5.61% | |
| 26 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.12% | -0.12% | -12.98% | |
| 27 | WCN | Waste Connections Inc | 股票-工业 | 1.09% | +0.09% | +3.01% | |
| 28 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.03% | -0.21% | EXIT | |
| 29 | TD | Toronto-dominion Bank | 股票-金融 | 1.01% | +1.00% | -0.95% | |
| 30 | BMO | Bank Of Montreal | 股票-金融 | 0.95% | +0.45% | +6.70% | |
| 31 | LIN | Linde plc | 股票-原材料 | 0.87% | — | +2.97% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.54% | +2.23% | |
| 33 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.84% | -0.05% | +1.46% | |
| 34 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.77% | -0.07% | +6.81% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | +0.18% | +1.11% | |
| 36 | TU | Telus CORP | 股票-其他 | 0.71% | -0.17% | +0.09% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.70% | — | +16.33% | |
| 38 | ALC | Alcon Inc. | 股票-医疗保健 | 0.68% | -0.19% | -10.36% | |
| 39 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.66% | +0.08% | +2.29% | |
| 40 | RBA | Rb Global Inc | 股票-工业 | 0.66% | +0.32% | +20.25% | |
| 41 | STN | Stantec Inc | 股票-其他 | 0.62% | +0.05% | +0.92% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.59% | +0.22% | +3.92% | |
| 43 | AON | Aon plc | 股票-金融 | 0.55% | -0.11% | -16.39% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.03% | +13.46% | |
| 45 | MIDD | Middleby CORP | 股票-工业 | 0.53% | — | +3.83% | |
| 46 | FDS | Factset Research Systems Inc | 股票-金融 | 0.50% | -0.18% | +4.67% | |
| 47 | IT | Gartner Inc | 股票-科技 | 0.34% | — | +29.60% | |
| 48 | CNQ | Canadian Natural Resources | 股票-能源 | 0.34% | -0.02% | -3.79% | |
| 49 | ENTG | Entegris Inc | 股票-科技 | 0.34% | -0.03% | -2.71% | |
| 50 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.32% | +0.03% | +8.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -3.65% | 减仓 |
| 2 | AZO | Autozone Inc | +0.6% | -0.54% | 减仓 |
| 3 | PCOR | Procore Technologies Inc | +0.2% | NEW | 新建仓 |
| 4 | ORCL | Oracle CORP | +0.2% | -3.78% | 减仓 |
| 5 | KSPI | Jsc Kaspi.kz Adr | +0.2% | NEW | 新建仓 |
| 6 | RBA | Rb Global Inc | +0.2% | +20.25% | 加仓 |
| 7 | HEI-A | Heico Corp-class A | +0.2% | NEW | 新建仓 |
| 8 | CRBG | Corebridge Financial Inc | +0.2% | NEW | 新建仓 |
| 9 | IDYA | Ideaya Biosciences Inc | +0.1% | NEW | 新建仓 |
| 10 | WTFC | Wintrust Financial CORP | +0.1% | NEW | 新建仓 |
| 11 | OTIS | Otis Worldwide CORP | +0.1% | +0.81% | 加仓 |
| 12 | WCN | Waste Connections Inc | +0.1% | +3.01% | 加仓 |
| 13 | EXPE | Expedia Group Inc | +0.1% | NEW | 新建仓 |
| 14 | MSFT | Microsoft CORP | +0.1% | -4.36% | 减仓 |
| 15 | MA | Mastercard Inc - A | +0.1% | -4.11% | 减仓 |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | +29.52% | 加仓 |
| 17 | TW | Tradeweb Markets Inc-class A | +0.1% | +45.83% | 加仓 |
| 18 | SWAVUSD | Shockwave Medical Inc | +0.1% | +1.94% | 加仓 |
| 19 | CP | Canadian Pacific Kansas City | +0.1% | +0.69% | 加仓 |
| 20 | EME | Emcor Group Inc | +0.1% | -7.16% | 减仓 |
| 21 | LIN | Linde plc | +0.1% | +2.97% | 加仓 |
| 22 | IT | Gartner Inc | +0.1% | +29.60% | 加仓 |
| 23 | VEEV | Veeva Systems Inc-class A | +0.1% | +29.56% | 加仓 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +1.46% | 加仓 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +13.46% | 加仓 |
| 26 | SHW | Sherwin-williams Co/the | +0.1% | -2.97% | 减仓 |
| 27 | WING | Wingstop Inc | +0.1% | -0.59% | 减仓 |
| 28 | TJX | Tjx Companies Inc | 0% | -1.01% | 减仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.23% | 加仓 |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +1.11% | 加仓 |
| 31 | MTD | Mettler-toledo International | 0% | -1.84% | 减仓 |
| 32 | PEP | Pepsico Inc | 0% | +2.97% | 加仓 |
| 33 | CME | Cme Group Inc | 0% | +3.18% | 加仓 |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | -3.04% | 减仓 |
| 35 | LNTH | Lantheus Holdings Inc | -0.1% | EXIT | 清仓 |
| 36 | CGNX | Cognex CORP | -0.1% | EXIT | 清仓 |
| 37 | FNV | Franco-nevada CORP | -0.1% | -47.12% | 减仓 |
| 38 | TU | Telus CORP | -0.1% | +0.09% | 加仓 |
| 39 | MKTX | Marketaxess Holdings Inc | -0.1% | EXIT | 清仓 |
| 40 | TD | Toronto-dominion Bank | -0.1% | -0.95% | 减仓 |
| 41 | ARES | Ares Management CORP - A | -0.2% | -97.71% | 减仓 |
| 42 | SPGI | S&p Global Inc | -0.2% | -5.61% | 减仓 |
| 43 | ✓ | -0.2% | EXIT | 清仓 | |
| 44 | MOH | Molina Healthcare Inc | -0.2% | EXIT | 清仓 |
| 45 | MSCI | Msci Inc | -0.3% | -6.83% | 减仓 |
| 46 | NKE | Nike Inc -cl B | -0.3% | -8.38% | 减仓 |
| 47 | KVUE | Kenvue Inc | -0.4% | -66.09% | 减仓 |
| 48 | MCO | Moody's CORP | -0.4% | -3.69% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | -2.25% | 减仓 |
| 50 | HDB | Hdfc Bank Ltd-adr | -0.5% | -12.98% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fiera Capital Corp 在 Q1 2024 季度的美股持仓总市值约为 US$275.6亿，共申报了 476 个公开持股仓位。
在 Q1 2024 季度，Fiera Capital Corp 按市值排列的前三大核心持股分别为：MSFT (6.6%)、TSM (5.1%)、GOOGL (4.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.6% 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
PCOR
市值: US$5951.0万
本季最大获利了结 / 清仓标的
MOH
前期市值: US$7861.6万
在 Q1 2024 季度中，Fiera Capital Corp 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 17 个仓位、减仓 21 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 PCOR。 本季清仓仓位包含 MOH。
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。