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
70 檔
26.9%
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q1 2026 季度的美股仓位总计估值为 US$10.2亿，分散于 70 个持仓标的之中，反映其市场参与广度与投资规模。
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 32 档持股的同时，亦同步清仓 3 档并减仓 35 档标的。
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 26.9%，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 | 7.12% | +2.09% | -4.68% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 6.97% | +1.95% | -16.75% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 5.20% | +0.39% | -3.26% | |
| 4 | BCE | Bce Inc | 股票-通信服务 | 5.03% | -0.69% | -2.20% | |
| 5 | PBA | Pembina Pipeline CORP | 股票-能源 | 4.84% | -4.84% | EXIT | |
| 6 | CNI | Canadian Natl Railway Co | 股票-工业 | 4.50% | +0.88% | -3.54% | |
| 7 | BNS | Bank Of Nova Scotia | 股票-金融 | 4.33% | +1.22% | -13.96% | |
| 8 | CNQ | Canadian Natural Resources | 股票-能源 | 3.68% | -0.61% | +3.49% | |
| 9 | SU | Suncor Energy Inc | 股票-能源 | 3.67% | -0.61% | -4.32% | |
| 10 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 3.63% | -0.02% | -2.94% | |
| 11 | NTR | Nutrien LTD | 股票-原材料 | 3.55% | -0.74% | -16.17% | |
| 12 | BN | Brookfield CORP | 股票-金融 | 3.01% | -0.40% | -9.93% | |
| 13 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.01% | +0.52% | -10.90% | |
| 14 | TU | Telus CORP | 股票-其他 | 2.92% | -0.05% | +15.45% | |
| 15 | GIB | Cgi Inc | 股票-科技 | 2.74% | +1.02% | +598.02% | |
| 16 | MFC | Manulife Financial CORP | 股票-金融 | 2.57% | +0.14% | -0.91% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 2.49% | +0.88% | -0.93% | |
| 18 | MGA | Magna International Inc | 股票-周期性消费 | 2.37% | +0.07% | -38.84% | |
| 19 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 2.02% | +0.02% | -0.50% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.20% | -0.49% | +3.11% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | -0.39% | +2.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.15% | +5.50% | |
| 23 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.99% | -0.54% | -23.00% | |
| 24 | FSV | Firstservice CORP | 股票-其他 | 0.97% | +0.36% | +37.89% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.91% | -0.15% | +15.30% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.06% | +29.46% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.77% | +0.05% | +4.67% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 0.76% | — | +5.05% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.75% | +0.08% | +28.27% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.11% | — | |
| 31 | J | Jacobs Solutions Inc | 股票-工业 | 0.72% | +0.17% | +5.45% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | +0.06% | +4.92% | |
| 33 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.67% | -0.67% | EXIT | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.65% | +0.27% | +72.19% | |
| 35 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.61% | +0.11% | +28.67% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.61% | +0.04% | +4.86% | |
| 37 | EOG | Eog Resources Inc | 股票-能源 | 0.60% | -0.10% | -4.36% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.58% | -0.10% | +5.02% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.02% | +4.32% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | -0.07% | +4.73% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.54% | -0.31% | +8.84% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.51% | -0.01% | +7.79% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.07% | +7.03% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.49% | -0.47% | -41.59% | |
| 45 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.48% | +0.10% | — | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.46% | +0.09% | +5.41% | |
| 47 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.42% | +0.03% | -6.83% | |
| 48 | TRNO | Terreno Realty CORP | 股票-房地产 | 0.42% | -0.02% | +2.16% | |
| 49 | EQIX | Equinix Inc | 股票-房地产 | 0.41% | — | +4.50% | |
| 50 | ✓ | Sanofi SA | 股票-其他 | 0.40% | -0.08% | +7.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GIB | Cgi Inc | +2.2% | +598.02% | 加仓 |
| 2 | CNQ | Canadian Natural Resources | +1% | +3.49% | 加仓 |
| 3 | SU | Suncor Energy Inc | +0.9% | -4.32% | 减仓 |
| 4 | PBA | Pembina Pipeline CORP | +0.9% | +11.78% | 加仓 |
| 5 | PFE | Pfizer Inc | +0.4% | +3.11% | 加仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +72.19% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +2.32% | 加仓 |
| 8 | BEP | Brookfield Renewable Partners L.P. | +0.2% | -0.50% | 减仓 |
| 9 | EOG | Eog Resources Inc | +0.2% | -4.36% | 减仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +28.27% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +4.73% | 加仓 |
| 12 | WMT | Walmart Inc | +0.2% | +5.02% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.50% | 加仓 |
| 14 | DEO | Diageo Plc-sponsored Adr | +0.2% | +15.30% | 加仓 |
| 15 | AMT | American Tower CORP | +0.2% | +5.05% | 加仓 |
| 16 | USB | US Bancorp | +0.2% | +4.67% | 加仓 |
| 17 | MSFT | Microsoft CORP | +0.2% | +29.46% | 加仓 |
| 18 | EQIX | Equinix Inc | +0.2% | +4.50% | 加仓 |
| 19 | VZ | Verizon Communications Inc | +0.2% | -23.00% | 减仓 |
| 20 | J | Jacobs Solutions Inc | +0.2% | +5.45% | 加仓 |
| 21 | TTEN | Totalenergies Se -spon Adr | +0.1% | +7.48% | 加仓 |
| 22 | TU | Telus CORP | +0.1% | +15.45% | 加仓 |
| 23 | FSV | Firstservice CORP | +0.1% | +37.89% | 加仓 |
| 24 | C | Citigroup Inc | +0.1% | +7.79% | 加仓 |
| 25 | TJX | Tjx Companies Inc | +0.1% | +6.46% | 加仓 |
| 26 | TRNO | Terreno Realty CORP | +0.1% | +2.16% | 加仓 |
| 27 | RMR | Rmr Group Inc/the - A | +0.1% | — | 不变 |
| 28 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +4.86% | 加仓 |
| 29 | TRP | Tc Energy CORP | +0.1% | -3.26% | 减仓 |
| 30 | BAC | Bank Of America CORP | +0.1% | +4.92% | 加仓 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +4.32% | 加仓 |
| 32 | ✓ | Sanofi SA | +0.1% | +7.01% | 加仓 |
| 33 | MS | Morgan Stanley | +0.1% | +7.03% | 加仓 |
| 34 | HD | Home Depot Inc | +0.1% | +5.41% | 加仓 |
| 35 | SHEL | Shell Plc-adr | +0.1% | -18.46% | 减仓 |
| 36 | FRT | Federal Realty Invs Trust | +0.1% | -6.83% | 减仓 |
| 37 | WELL | Welltower Inc | +0.1% | -6.76% | 减仓 |
| 38 | GNTX | Gentex CORP | +0.1% | +5.51% | 加仓 |
| 39 | GLW | Corning Inc | +0.1% | -41.59% | 减仓 |
| 40 | TSCO | Tractor Supply Company | +0.1% | +8.19% | 加仓 |
| 41 | GSK | Gsk Plc-spon Adr | 0% | -42.14% | 减仓 |
| 42 | JNJ | Johnson & Johnson | 0% | -19.16% | 减仓 |
| 43 | AHR | American Healthcare Reit Inc | 0% | -6.80% | 减仓 |
| 44 | SPG | Simon Property Group Inc | 0% | -6.67% | 减仓 |
| 45 | SUI | Sun Communities Inc | 0% | -6.79% | 减仓 |
| 46 | DIS | Walt Disney Co/the | 0% | -6.75% | 减仓 |
| 47 | AVB | Avalonbay Communities Inc | 0% | -19.68% | 减仓 |
| 48 | EXR | Extra Space Storage Inc | 0% | -25.99% | 减仓 |
| 49 | BXP | Bxp Inc | 0% | -22.44% | 减仓 |
| 50 | SAP | Sap Se-sponsored Adr | 0% | +8.84% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q1 2026 季度的美股持仓总市值约为 US$10.2亿，共申报了 70 个公开持股仓位。
在 Q1 2026 季度，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 按市值排列的前三大核心持股分别为：RY (7.1%)、TD (7.0%)、TRP (5.2%)。其中最大持股仓位 RY 占据整体投资组合约 7.1% 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
V
市值: US$701.6万
本季最大获利了结 / 清仓标的
LEN
前期市值: US$718.7万
在 Q1 2026 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 共进行了 72 项持仓异动，包含新建仓 2 个仓位、加仓 32 个仓位、减仓 35 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 V。 本季清仓仓位包含 LEN。
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。