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
73 檔
26.8%
在 Q4 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 73 档。
在 Q4 2024，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 36 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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 26.8%，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 | 8.63% | +2.09% | -2.41% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 7.65% | +1.95% | +11.37% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 5.95% | +0.39% | -13.49% | |
| 4 | BN | Brookfield CORP | 股票-金融 | 5.65% | -0.40% | -7.06% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 5.13% | +1.22% | -2.81% | |
| 6 | BCE | Bce Inc | 股票-通信服务 | 4.53% | -0.69% | +17.26% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工业 | 4.46% | +0.88% | +31.14% | |
| 8 | MFC | Manulife Financial CORP | 股票-金融 | 4.29% | +0.14% | -14.43% | |
| 9 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.84% | +0.52% | -36.88% | |
| 10 | PBA | Pembina Pipeline CORP | 股票-能源 | 3.45% | -4.84% | EXIT | |
| 11 | MGA | Magna International Inc | 股票-周期性消费 | 3.35% | +0.07% | -17.32% | |
| 12 | TU | Telus CORP | 股票-其他 | 3.22% | -0.05% | +0.99% | |
| 13 | SU | Suncor Energy Inc | 股票-能源 | 2.71% | -0.61% | -1.10% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 2.31% | +0.88% | -3.16% | |
| 15 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 1.91% | -0.02% | -3.00% | |
| 16 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 1.89% | +0.02% | +4.65% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | -0.39% | -0.26% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.43% | — | -9.13% | |
| 19 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.28% | -0.54% | -0.71% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.24% | -0.49% | -0.33% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.15% | -0.46% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.06% | -0.66% | |
| 23 | KR | Kroger Co | 股票-非周期性消费 | 0.93% | — | -0.63% | |
| 24 | FSV | Firstservice CORP | 股票-其他 | 0.91% | +0.36% | +10.43% | |
| 25 | USB | US Bancorp | 股票-金融 | 0.89% | +0.05% | -0.51% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.89% | -0.15% | -0.57% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.06% | -0.69% | |
| 28 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.79% | +0.11% | -14.93% | |
| 29 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.79% | +0.03% | -2.33% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.02% | -0.83% | |
| 31 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.72% | +0.10% | — | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.68% | +0.09% | -0.39% | |
| 33 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.67% | — | -27.30% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.63% | +0.07% | -7.49% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | +0.13% | -0.02% | |
| 36 | CNC | Centene CORP | 股票-医疗保健 | 0.62% | — | -0.48% | |
| 37 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.59% | +0.04% | -0.79% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | -0.07% | -0.69% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.52% | +0.27% | -0.48% | |
| 40 | EOG | Eog Resources Inc | 股票-能源 | 0.51% | -0.10% | -0.62% | |
| 41 | EQIX | Equinix Inc | 股票-房地产 | 0.50% | — | -5.17% | |
| 42 | GNTX | Gentex CORP | 股票-周期性消费 | 0.48% | +0.02% | -0.93% | |
| 43 | GIB | Cgi Inc | 股票-科技 | 0.48% | +1.02% | -0.37% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.46% | -0.10% | -19.27% | |
| 45 | AMT | American Tower CORP | 股票-房地产 | 0.46% | — | -13.12% | |
| 46 | UDR | Udr Inc | 股票-房地产 | 0.43% | — | -26.83% | |
| 47 | CNQ | Canadian Natural Resources | 股票-能源 | 0.40% | -0.61% | -0.40% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.40% | -0.01% | +0.15% | |
| 49 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.40% | +0.13% | +398.83% | |
| 50 | ✓ | Sanofi SA | 股票-其他 | 0.39% | -0.08% | +0.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CNI | Canadian Natl Railway Co | +0.9% | +31.14% | 加仓 |
| 2 | RY | Royal Bank Of Canada | +0.4% | -2.41% | 减仓 |
| 3 | BXP | Bxp Inc | +0.4% | NEW | 新建仓 |
| 4 | BNS | Bank Of Nova Scotia | +0.3% | -2.81% | 减仓 |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -0.26% | 减仓 |
| 6 | TD | Toronto-dominion Bank | +0.3% | +11.37% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.46% | 减仓 |
| 8 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | 新建仓 |
| 9 | FSV | Firstservice CORP | +0.2% | +10.43% | 加仓 |
| 10 | SU | Suncor Energy Inc | +0.2% | -1.10% | 减仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.83% | 减仓 |
| 12 | BAC | Bank Of America CORP | +0.2% | -0.69% | 减仓 |
| 13 | DIS | Walt Disney Co/the | +0.1% | -0.02% | 减仓 |
| 14 | KR | Kroger Co | +0.1% | -0.63% | 减仓 |
| 15 | MS | Morgan Stanley | +0.1% | -7.49% | 减仓 |
| 16 | C | Citigroup Inc | +0.1% | +0.15% | 加仓 |
| 17 | FRT | Federal Realty Invs Trust | 0% | -2.33% | 减仓 |
| 18 | PFE | Pfizer Inc | 0% | -0.33% | 减仓 |
| 19 | DEO | Diageo Plc-sponsored Adr | — | -0.57% | 减仓 |
| 20 | WMT | Walmart Inc | — | -19.27% | 减仓 |
| 21 | ORANY | Orange-spon Adr | 0% | +0.06% | 加仓 |
| 22 | ORCL | Oracle CORP | 0% | -9.13% | 减仓 |
| 23 | TRNO | Terreno Realty CORP | 0% | -5.08% | 减仓 |
| 24 | GSK | Gsk Plc-spon Adr | 0% | +0.19% | 加仓 |
| 25 | VZ | Verizon Communications Inc | 0% | -0.71% | 减仓 |
| 26 | ING | Ing Groep N.v.-sponsored Adr | 0% | -0.79% | 减仓 |
| 27 | UNH | Unitedhealth Group Inc | 0% | -0.48% | 减仓 |
| 28 | ✓ | Sanofi SA | 0% | +0.18% | 加仓 |
| 29 | EXR | Extra Space Storage Inc | 0% | -5.11% | 减仓 |
| 30 | QSR | Restaurant Brands Intern | -0.1% | -3.00% | 减仓 |
| 31 | RCI | Rogers Communications Inc-b | -0.1% | -0.41% | 减仓 |
| 32 | MFC | Manulife Financial CORP | -0.1% | -14.43% | 减仓 |
| 33 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -3.16% | 减仓 |
| 34 | COLD | Americold Realty Trust Inc | -0.1% | -5.08% | 减仓 |
| 35 | CNC | Centene CORP | -0.1% | -0.48% | 减仓 |
| 36 | RMR | Rmr Group Inc/the - A | -0.1% | — | 不变 |
| 37 | GLW | Corning Inc | -0.1% | -29.17% | 减仓 |
| 38 | PBA | Pembina Pipeline CORP | -0.1% | -2.77% | 减仓 |
| 39 | UDR | Udr Inc | -0.1% | -26.83% | 减仓 |
| 40 | BEP | Brookfield Renewable Partners L.P. | -0.1% | +4.65% | 加仓 |
| 41 | AMT | American Tower CORP | -0.1% | -13.12% | 减仓 |
| 42 | CIGI | Colliers Intl Gr-subord Vot | -0.2% | -14.93% | 减仓 |
| 43 | MGA | Magna International Inc | -0.2% | -17.32% | 减仓 |
| 44 | CPT | Camden Property Trust | -0.2% | -40.32% | 减仓 |
| 45 | BEPC | Brookfield Renewable Corporation | -0.3% | EXIT | 清仓 |
| 46 | TU | Telus CORP | -0.3% | +0.99% | 加仓 |
| 47 | TRP | Tc Energy CORP | -0.4% | -13.49% | 减仓 |
| 48 | GRT-UCAD | Granite Real Estate Investme | -0.4% | -27.30% | 减仓 |
| 49 | BCE | Bce Inc | -0.7% | +17.26% | 加仓 |
| 50 | CM | Can Imperial Bk Of Commerce | -1.5% | -36.88% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q4 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 Q4 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 (8.6%)、TD (7.7%)、TRP (6.0%)。其中最大持股仓位 RY 占据整体投资组合约 8.6% 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
BXP
市值: US$287.5万
本季最大获利了结 / 清仓标的
BEPC
前期市值: US$235.6万
在 Q4 2024 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 10 个仓位、减仓 36 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BXP。 本季清仓仓位包含 BEPC。
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。