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: 0001058231
申报总市值
US$10.2亿
US$10.2亿
73 檔
26.6%
在 Q1 2024 申报期间，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd（CIK: 0001058231）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$10.2亿，共持有 73 个公开申报仓位。
在 Q1 2024 期间，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 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，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 的前 5 大核心持股（包含 TD, RY, TRP 等）合计占整体申报市值的 26.6%，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 | TD | Toronto-dominion Bank | 股票-金融 | 7.74% | +1.95% | -1.83% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 7.54% | +2.09% | -2.97% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 6.05% | +0.39% | -1.52% | |
| 4 | BN | Brookfield CORP | 股票-金融 | 5.58% | -0.40% | +10.32% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 5.27% | +1.22% | -3.56% | |
| 6 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 5.04% | +0.52% | -3.31% | |
| 7 | BCE | Bce Inc | 股票-通信服务 | 4.74% | -0.69% | +6.35% | |
| 8 | MFC | Manulife Financial CORP | 股票-金融 | 4.40% | +0.14% | -7.76% | |
| 9 | CNI | Canadian Natl Railway Co | 股票-工业 | 4.33% | +0.88% | -2.84% | |
| 10 | MGA | Magna International Inc | 股票-周期性消费 | 3.73% | +0.07% | -2.02% | |
| 11 | PBA | Pembina Pipeline CORP | 股票-能源 | 3.46% | -4.84% | EXIT | |
| 12 | TU | Telus CORP | 股票-其他 | 3.11% | -0.05% | -0.83% | |
| 13 | SU | Suncor Energy Inc | 股票-能源 | 2.97% | -0.61% | -0.01% | |
| 14 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 2.60% | -0.02% | -1.09% | |
| 15 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 1.89% | +0.02% | +18979.48% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | -0.39% | +8.35% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.34% | -0.54% | -0.84% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.24% | — | -10.86% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 1.17% | -0.49% | -0.65% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.06% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.15% | -0.90% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.89% | -0.15% | — | |
| 23 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.88% | — | -3.07% | |
| 24 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.83% | +0.10% | — | |
| 25 | USB | US Bancorp | 股票-金融 | 0.82% | +0.05% | -1.08% | |
| 26 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.82% | +0.11% | +59.44% | |
| 27 | CNC | Centene CORP | 股票-医疗保健 | 0.79% | — | -1.34% | |
| 28 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.76% | +0.03% | -2.30% | |
| 29 | DG | Dollar General CORP | 股票-非周期性消费 | 0.76% | — | -1.25% | |
| 30 | FSV | Firstservice CORP | 股票-其他 | 0.74% | +0.36% | -4.83% | |
| 31 | KR | Kroger Co | 股票-非周期性消费 | 0.74% | — | -1.62% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | +0.06% | -1.25% | |
| 33 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.68% | — | -0.58% | |
| 34 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.64% | +0.01% | +17.39% | |
| 35 | AMT | American Tower CORP | 股票-房地产 | 0.64% | — | -6.85% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.62% | +0.04% | -1.09% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.02% | -16.31% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | +0.09% | -1.26% | |
| 39 | CPT | Camden Property Trust | 股票-房地产 | 0.54% | — | +9.97% | |
| 40 | CNQ | Canadian Natural Resources | 股票-能源 | 0.53% | -0.61% | -1.40% | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.53% | -0.10% | -1.50% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | +0.13% | -1.02% | |
| 43 | UDR | Udr Inc | 股票-房地产 | 0.50% | — | -4.14% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.07% | +23.49% | |
| 45 | GIB | Cgi Inc | 股票-科技 | 0.46% | +1.02% | +26.82% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.07% | -1.00% | |
| 47 | VET | Vermilion Energy Inc | 股票-其他 | 0.44% | — | +20.79% | |
| 48 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | -0.10% | +196.28% | |
| 49 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 0.44% | +0.11% | +29.54% | |
| 50 | GNTX | Gentex CORP | 股票-周期性消费 | 0.43% | +0.02% | -22.74% |
根据 SEC 官方 Form 13F 申报备案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q1 2024 季度的美股持仓总市值约为 US$10.2亿，共申报了 73 个公开持股仓位。
在 Q1 2024 季度，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 按市值排列的前三大核心持股分别为：TD (7.7%)、RY (7.5%)、TRP (6.0%)。其中最大持股仓位 TD 占据整体投资组合约 7.7% 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。
在 Q1 2024 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 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。