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
71 檔
39.0%
Q4 2025 季度申报显示，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 披露的美股组合总市值为 US$10.2亿，涵盖 71 个不同之权益投资仓位。
在 Q4 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 37 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, BNS 等）合计占整体申报市值的 39.0%，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 | 9.11% | +1.95% | -8.52% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 8.49% | +2.09% | -3.72% | |
| 3 | BNS | Bank Of Nova Scotia | 股票-金融 | 5.77% | +1.22% | -3.90% | |
| 4 | BCE | Bce Inc | 股票-通信服务 | 5.24% | -0.69% | -3.19% | |
| 5 | TRP | Tc Energy CORP | 股票-能源 | 5.10% | +0.39% | -3.91% | |
| 6 | CNI | Canadian Natl Railway Co | 股票-工业 | 4.83% | +0.88% | -3.50% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 4.09% | -0.40% | +44.20% | |
| 8 | MGA | Magna International Inc | 股票-周期性消费 | 3.99% | +0.07% | -3.97% | |
| 9 | PBA | Pembina Pipeline CORP | 股票-能源 | 3.97% | -4.84% | EXIT | |
| 10 | NTR | Nutrien LTD | 股票-原材料 | 3.73% | -0.74% | -4.14% | |
| 11 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 3.72% | -0.02% | -3.51% | |
| 12 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.48% | +0.52% | -14.63% | |
| 13 | MFC | Manulife Financial CORP | 股票-金融 | 2.94% | +0.14% | -19.32% | |
| 14 | TU | Telus CORP | 股票-其他 | 2.80% | -0.05% | +9.72% | |
| 15 | SU | Suncor Energy Inc | 股票-能源 | 2.78% | -0.61% | -3.84% | |
| 16 | CNQ | Canadian Natural Resources | 股票-能源 | 2.66% | -0.61% | -3.80% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 2.61% | +0.88% | — | |
| 18 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 1.81% | +0.02% | -4.34% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | -0.39% | -4.26% | |
| 20 | FSV | Firstservice CORP | 股票-其他 | 0.85% | +0.36% | +14.16% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | +0.15% | -28.17% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.84% | -0.54% | -5.15% | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 0.82% | -0.49% | -5.54% | |
| 24 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.78% | -0.67% | EXIT | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.73% | -0.15% | +72.40% | |
| 26 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.70% | +0.11% | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.06% | -9.08% | |
| 28 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.61% | — | +5.83% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.60% | +0.05% | -8.83% | |
| 30 | BGSI | THE Boyd Group Inc | 股票-其他 | 0.59% | +0.14% | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | +0.06% | -8.57% | |
| 32 | AMT | American Tower CORP | 股票-房地产 | 0.59% | — | -4.04% | |
| 33 | J | Jacobs Solutions Inc | 股票-工业 | 0.57% | +0.17% | +18.73% | |
| 34 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.57% | -0.31% | -0.11% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.55% | +0.08% | -23.77% | |
| 36 | GIB | Cgi Inc | 股票-科技 | 0.54% | +1.02% | -1.30% | |
| 37 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.50% | +0.04% | -8.35% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.02% | -7.39% | |
| 39 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 0.45% | +0.11% | -2.34% | |
| 40 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.44% | +0.02% | -2.22% | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.43% | -0.47% | -8.66% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.07% | -17.81% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.40% | -0.10% | -19.95% | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.39% | -0.01% | -10.81% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.39% | -0.10% | — | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | -0.07% | -6.89% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.37% | +0.27% | -8.54% | |
| 48 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.37% | +0.10% | — | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.37% | +0.09% | -9.06% | |
| 50 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.34% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | +1.3% | -3.72% | 减仓 |
| 2 | TD | Toronto-dominion Bank | +1.1% | -8.52% | 减仓 |
| 3 | BNS | Bank Of Nova Scotia | +0.8% | -3.90% | 减仓 |
| 4 | MGA | Magna International Inc | +0.5% | -3.97% | 减仓 |
| 5 | CNI | Canadian Natl Railway Co | +0.3% | -3.50% | 减仓 |
| 6 | NTR | Nutrien LTD | +0.2% | -4.14% | 减仓 |
| 7 | BCE | Bce Inc | +0.2% | -3.19% | 减仓 |
| 8 | SU | Suncor Energy Inc | +0.2% | -3.84% | 减仓 |
| 9 | CNQ | Canadian Natural Resources | +0.2% | -3.80% | 减仓 |
| 10 | TRP | Tc Energy CORP | +0.1% | -3.91% | 减仓 |
| 11 | DEO | Diageo Plc-sponsored Adr | +0.1% | +72.40% | 加仓 |
| 12 | BEP | Brookfield Renewable Partners L.P. | +0.1% | -4.34% | 减仓 |
| 13 | GRTUF | Granite Real Estate Investme | +0.1% | — | 不变 |
| 14 | BN | Brookfield CORP | +0.1% | +44.20% | 加仓 |
| 15 | CM | Can Imperial Bk Of Commerce | +0.1% | -14.63% | 减仓 |
| 16 | RCI | Rogers Communications Inc-b | +0.1% | -2.22% | 减仓 |
| 17 | GIB | Cgi Inc | 0% | -1.30% | 减仓 |
| 18 | GIL | Gildan Activewear Inc | 0% | -2.34% | 减仓 |
| 19 | BEPC | Brookfield Renewable CORP | 0% | -10.17% | 减仓 |
| 20 | GSK | Gsk Plc-spon Adr | — | +64.08% | 加仓 |
| 21 | CIGI | Colliers Intl Gr-subord Vot | 0% | — | 不变 |
| 22 | FSV | Firstservice CORP | 0% | +14.16% | 加仓 |
| 23 | MFC | Manulife Financial CORP | 0% | -19.32% | 减仓 |
| 24 | DIS | Walt Disney Co/the | 0% | +26.74% | 加仓 |
| 25 | TU | Telus CORP | -0.1% | +9.72% | 加仓 |
| 26 | BXP | Bxp Inc | -0.1% | -26.58% | 减仓 |
| 27 | TSCO | Tractor Supply Company | -0.2% | -10.93% | 减仓 |
| 28 | WELL | Welltower Inc | -0.2% | -18.51% | 减仓 |
| 29 | PBA | Pembina Pipeline CORP | -0.2% | -3.63% | 减仓 |
| 30 | SUI | Sun Communities Inc | -0.2% | -40.35% | 减仓 |
| 31 | UNH | Unitedhealth Group Inc | -0.2% | -8.54% | 减仓 |
| 32 | ULTA | Ulta Beauty Inc | -0.2% | -30.09% | 减仓 |
| 33 | COST | Costco Wholesale CORP | -0.2% | -6.89% | 减仓 |
| 34 | GNTX | Gentex CORP | -0.2% | -9.34% | 减仓 |
| 35 | CSCO | Cisco Systems Inc | -0.2% | -4.26% | 减仓 |
| 36 | WMT | Walmart Inc | -0.2% | -19.95% | 减仓 |
| 37 | HD | Home Depot Inc | -0.3% | -9.06% | 减仓 |
| 38 | SAP | Sap Se-sponsored Adr | -0.3% | -0.11% | 减仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.3% | -23.77% | 减仓 |
| 40 | EQIX | Equinix Inc | -0.3% | +47.00% | 加仓 |
| 41 | AMT | American Tower CORP | -0.3% | -4.04% | 减仓 |
| 42 | LEN | Lennar Corp-a | -0.3% | +5.83% | 加仓 |
| 43 | PFE | Pfizer Inc | -0.4% | -5.54% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -28.17% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.4% | -9.08% | 减仓 |
| 46 | VZ | Verizon Communications Inc | -0.4% | -5.15% | 减仓 |
| 47 | QSR | Restaurant Brands Intern | -1.1% | -3.51% | 减仓 |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | — | NEW | 新建仓 |
| 49 | BGSI | THE Boyd Group Inc | — | NEW | 新建仓 |
| 50 | AHR | American Healthcare Reit Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q4 2025 季度的美股持仓总市值约为 US$10.2亿，共申报了 71 个公开持股仓位。
在 Q4 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 (9.1%)、RY (8.5%)、BNS (5.8%)。其中最大持股仓位 TD 占据整体投资组合约 9.1% 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
BIP
市值: US$3068.5万
本季最大获利了结 / 清仓标的
TD
前期市值: US$7206.4万
在 Q4 2025 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 8 个仓位、减仓 37 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BIP。
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。