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: 0001058231
申报总市值
US$10.2亿
US$10.2亿
72 檔
25.1%
在 Q2 2024 的 13F 官方备案中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 管理的美股投资组合规模来到 US$10.2亿，整体持股档数为 72 档。
在 Q2 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 RY, TD, TRP 等）合计占整体申报市值的 25.1%，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 | RY | Royal Bank Of Canada | 股票-金融 | 8.10% | +2.09% | -0.64% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 7.33% | +1.95% | +1.39% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 5.79% | +0.39% | -0.98% | |
| 4 | BCE | Bce Inc | 股票-通信服务 | 5.07% | -0.69% | +9.52% | |
| 5 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 4.80% | +0.52% | -1.08% | |
| 6 | BNS | Bank Of Nova Scotia | 股票-金融 | 4.72% | +1.22% | -1.14% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 4.62% | -0.40% | -18.71% | |
| 8 | MFC | Manulife Financial CORP | 股票-金融 | 4.50% | +0.14% | -6.46% | |
| 9 | CNI | Canadian Natl Railway Co | 股票-工业 | 4.00% | +0.88% | +0.48% | |
| 10 | PBA | Pembina Pipeline CORP | 股票-能源 | 3.68% | -4.84% | EXIT | |
| 11 | TU | Telus CORP | 股票-其他 | 3.68% | -0.05% | +21.97% | |
| 12 | MGA | Magna International Inc | 股票-周期性消费 | 3.33% | +0.07% | +13.39% | |
| 13 | SU | Suncor Energy Inc | 股票-能源 | 3.03% | -0.61% | -3.89% | |
| 14 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 2.33% | -0.02% | -1.57% | |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 2.13% | +0.88% | — | |
| 16 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 2.05% | +0.02% | -0.41% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.41% | — | -0.66% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.33% | -0.54% | -1.07% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | -0.39% | -0.58% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.20% | -0.49% | -0.95% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | +0.15% | -1.43% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.06% | -3.51% | |
| 23 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.80% | +0.10% | — | |
| 24 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.78% | — | — | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.77% | -0.15% | -1.25% | |
| 26 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.77% | +0.11% | — | |
| 27 | KR | Kroger Co | 股票-非周期性消费 | 0.76% | — | +15.08% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.06% | -1.76% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.74% | +0.05% | -1.52% | |
| 30 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.73% | +0.03% | -4.85% | |
| 31 | FSV | Firstservice CORP | 股票-其他 | 0.70% | +0.36% | — | |
| 32 | CNC | Centene CORP | 股票-医疗保健 | 0.67% | — | -1.40% | |
| 33 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.65% | +0.04% | -2.02% | |
| 34 | DG | Dollar General CORP | 股票-非周期性消费 | 0.65% | — | -1.92% | |
| 35 | AMT | American Tower CORP | 股票-房地产 | 0.64% | — | +34.83% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.02% | +5.32% | |
| 37 | CPT | Camden Property Trust | 股票-房地产 | 0.61% | — | — | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.60% | +0.09% | +17.28% | |
| 39 | UDR | Udr Inc | 股票-房地产 | 0.56% | — | — | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.52% | +0.27% | +38.96% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.52% | +0.07% | -0.26% | |
| 42 | EOG | Eog Resources Inc | 股票-能源 | 0.52% | -0.10% | -2.08% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.07% | -2.16% | |
| 44 | EQIX | Equinix Inc | 股票-房地产 | 0.51% | — | +53.74% | |
| 45 | CNQ | Canadian Natural Resources | 股票-能源 | 0.47% | -0.61% | +83.84% | |
| 46 | GIB | Cgi Inc | 股票-科技 | 0.44% | +1.02% | +4.67% | |
| 47 | GLW | Corning Inc | 股票-科技 | 0.44% | -0.47% | -2.42% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | +0.13% | -0.12% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.42% | -0.10% | -17.59% | |
| 50 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 0.42% | +0.11% | -8.57% |
根据 SEC 官方 Form 13F 申报备案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q2 2024 季度的美股持仓总市值约为 US$10.2亿，共申报了 72 个公开持股仓位。
在 Q2 2024 季度，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 按市值排列的前三大核心持股分别为：RY (8.1%)、TD (7.3%)、TRP (5.8%)。其中最大持股仓位 RY 占据整体投资组合约 8.1% 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，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。