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
77 檔
26.3%
截至 Q2 2025 季度末，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 的美股持仓估值约为 US$10.2亿，全数申报仓位共有 77 档。
在 Q2 2025，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 0 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 TD, RY, CNI 等）合计占整体申报市值的 26.3%，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 | TD | Toronto-dominion Bank | 股票-金融 | 8.13% | +1.95% | -15.32% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 7.21% | +2.09% | -8.77% | |
| 3 | CNI | Canadian Natl Railway Co | 股票-工业 | 4.80% | +0.88% | +2.17% | |
| 4 | TRP | Tc Energy CORP | 股票-能源 | 4.78% | +0.39% | -12.32% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 4.67% | +1.22% | -2.20% | |
| 6 | BCE | Bce Inc | 股票-通信服务 | 4.55% | -0.69% | -2.08% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 4.04% | -0.40% | -5.64% | |
| 8 | NTR | Nutrien LTD | 股票-原材料 | 3.81% | -0.74% | — | |
| 9 | PBA | Pembina Pipeline CORP | 股票-能源 | 3.56% | -4.84% | EXIT | |
| 10 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.39% | +0.52% | -2.08% | |
| 11 | TU | Telus CORP | 股票-其他 | 3.39% | -0.05% | -1.55% | |
| 12 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 3.39% | -0.02% | +81.31% | |
| 13 | MFC | Manulife Financial CORP | 股票-金融 | 3.31% | +0.14% | -2.03% | |
| 14 | MGA | Magna International Inc | 股票-周期性消费 | 3.08% | +0.07% | +9.52% | |
| 15 | CNQ | Canadian Natural Resources | 股票-能源 | 2.60% | -0.61% | +562.75% | |
| 16 | SU | Suncor Energy Inc | 股票-能源 | 2.50% | -0.61% | -2.05% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 2.13% | +0.88% | -2.28% | |
| 18 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 1.87% | +0.02% | -2.71% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.47% | -0.39% | -0.27% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.27% | — | -25.27% | |
| 21 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.22% | -0.54% | -0.99% | |
| 22 | PFE | Pfizer Inc | 股票-医疗保健 | 1.11% | -0.49% | -0.46% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.06% | -1.56% | |
| 24 | AMT | American Tower CORP | 股票-房地产 | 0.99% | — | -0.43% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.15% | -0.58% | |
| 26 | FSV | Firstservice CORP | 股票-其他 | 0.84% | +0.36% | +7.44% | |
| 27 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.82% | +0.03% | -0.47% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.73% | +0.05% | -1.76% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | +0.06% | -5.04% | |
| 30 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.67% | +0.11% | -25.54% | |
| 31 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.65% | -0.15% | -0.81% | |
| 32 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.63% | -0.67% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | -21.42% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.61% | +0.08% | — | |
| 35 | GIB | Cgi Inc | 股票-科技 | 0.59% | +1.02% | -2.87% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.57% | +0.04% | -4.04% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.57% | -0.10% | -0.60% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | +0.09% | -1.21% | |
| 39 | J | Jacobs Solutions Inc | 股票-工业 | 0.54% | +0.17% | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | +0.13% | -14.15% | |
| 41 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.52% | +0.10% | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.07% | -1.71% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.07% | -11.85% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.50% | +0.27% | +73.09% | |
| 45 | CNC | Centene CORP | 股票-医疗保健 | 0.47% | — | -1.67% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.44% | -0.10% | -1.73% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.42% | -0.01% | -1.61% | |
| 48 | WELL | Welltower Inc | 股票-房地产 | 0.40% | +0.02% | -0.38% | |
| 49 | ORANY | Orange-spon Adr | 股票-其他 | 0.40% | — | -16.17% | |
| 50 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.38% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NTR | Nutrien LTD | +3.8% | NEW | 新建仓 |
| 2 | CNQ | Canadian Natural Resources | +2.2% | +562.75% | 加仓 |
| 3 | QSR | Restaurant Brands Intern | +1.2% | +81.31% | 加仓 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.6% | NEW | 新建仓 |
| 5 | J | Jacobs Solutions Inc | +0.5% | NEW | 新建仓 |
| 6 | ULTA | Ulta Beauty Inc | +0.4% | NEW | 新建仓 |
| 7 | SUI | Sun Communities Inc | +0.3% | NEW | 新建仓 |
| 8 | MGA | Magna International Inc | +0.2% | +9.52% | 加仓 |
| 9 | CM | Can Imperial Bk Of Commerce | +0.2% | -2.08% | 减仓 |
| 10 | MSFT | Microsoft CORP | +0.1% | -1.56% | 减仓 |
| 11 | RCI | Rogers Communications Inc-b | +0.1% | +26.80% | 加仓 |
| 12 | GIB | Cgi Inc | 0% | -2.87% | 减仓 |
| 13 | TRNO | Terreno Realty CORP | 0% | +47.75% | 加仓 |
| 14 | GRTUF | Granite Real Estate Investme | 0% | +10.63% | 加仓 |
| 15 | ORCL | Oracle CORP | 0% | -25.27% | 减仓 |
| 16 | C | Citigroup Inc | 0% | -1.61% | 减仓 |
| 17 | FSV | Firstservice CORP | 0% | +7.44% | 加仓 |
| 18 | GLW | Corning Inc | 0% | -1.16% | 减仓 |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -0.58% | 减仓 |
| 20 | WMT | Walmart Inc | 0% | -0.60% | 减仓 |
| 21 | GIL | Gildan Activewear Inc | 0% | -1.14% | 减仓 |
| 22 | BNS | Bank Of Nova Scotia | 0% | -2.20% | 减仓 |
| 23 | CSCO | Cisco Systems Inc | 0% | -0.27% | 减仓 |
| 24 | DIS | Walt Disney Co/the | 0% | -14.15% | 减仓 |
| 25 | MS | Morgan Stanley | 0% | -11.85% | 减仓 |
| 26 | BEP | Brookfield Renewable Partners L.P. | -0.1% | -2.71% | 减仓 |
| 27 | BAC | Bank Of America CORP | -0.1% | -5.04% | 减仓 |
| 28 | ING | Ing Groep N.v.-sponsored Adr | -0.1% | -4.04% | 减仓 |
| 29 | USB | US Bancorp | -0.1% | -1.76% | 减仓 |
| 30 | CPT | Camden Property Trust | -0.1% | -0.47% | 减仓 |
| 31 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -2.28% | 减仓 |
| 32 | ✓ | Sanofi SA | -0.1% | -1.68% | 减仓 |
| 33 | EOG | Eog Resources Inc | -0.1% | -1.73% | 减仓 |
| 34 | BN | Brookfield CORP | -0.1% | -5.64% | 减仓 |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | -0.81% | 减仓 |
| 36 | TU | Telus CORP | -0.2% | -1.55% | 减仓 |
| 37 | CNC | Centene CORP | -0.2% | -1.67% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -21.42% | 减仓 |
| 39 | BXP | Bxp Inc | -0.2% | -45.06% | 减仓 |
| 40 | PFE | Pfizer Inc | -0.2% | -0.46% | 减仓 |
| 41 | COLD | Americold Realty Trust Inc | -0.2% | -44.12% | 减仓 |
| 42 | CNI | Canadian Natl Railway Co | -0.3% | +2.17% | 加仓 |
| 43 | VZ | Verizon Communications Inc | -0.3% | -0.99% | 减仓 |
| 44 | PBA | Pembina Pipeline CORP | -0.3% | +13.23% | 加仓 |
| 45 | KR | Kroger Co | -0.5% | -64.79% | 减仓 |
| 46 | SU | Suncor Energy Inc | -0.5% | -2.05% | 减仓 |
| 47 | RY | Royal Bank Of Canada | -0.6% | -8.77% | 减仓 |
| 48 | TD | Toronto-dominion Bank | -0.9% | -15.32% | 减仓 |
| 49 | BCE | Bce Inc | -1% | -2.08% | 减仓 |
| 50 | TRP | Tc Energy CORP | -1.3% | -12.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q2 2025 季度的美股持仓总市值约为 US$10.2亿，共申报了 77 个公开持股仓位。
在 Q2 2025 季度，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 按市值排列的前三大核心持股分别为：TD (8.1%)、RY (7.2%)、CNI (4.8%)。其中最大持股仓位 TD 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。
本季最大新建仓标的
NTR
市值: US$3446.6万
本季最大获利了结 / 清仓标的
TD
前期市值: US$7084.9万
在 Q2 2025 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 9 个仓位、减仓 36 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 NTR。
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。