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。
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CIK: 0001851362
申报总市值
US$4.9亿
US$4.9亿
70 檔
12.1%
截至 Q1 2025 季度末，Lorne Steinberg Wealth Management Inc. 的美股持仓估值约为 US$4.9亿，全数申报仓位共有 70 档。
在 Q1 2025，Lorne Steinberg Wealth Management Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 70 个新仓位，并对 0 个既有持股进行加仓（合计增持 70 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lorne Steinberg Wealth Management Inc. 的前 5 大核心持股（包含 RY, BRK-B, META 等）合计占整体申报市值的 12.1%，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 | 3.83% | +0.65% | +3.94% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.61% | -0.21% | +0.24% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.50% | -0.17% | -0.16% | |
| 4 | ALL | Allstate CORP | 股票-金融 | 3.15% | +0.03% | -0.39% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | -0.30% | +0.51% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.88% | +0.02% | -0.15% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.78% | -0.05% | -0.55% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.78% | +0.39% | +0.24% | |
| 9 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.70% | +0.24% | +2.01% | |
| 10 | TD | Toronto-dominion Bank | 股票-金融 | 2.60% | +0.54% | +0.95% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.60% | -0.03% | -0.33% | |
| 12 | TRP | Tc Energy CORP | 股票-能源 | 2.49% | -0.17% | +1.49% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.28% | +0.22% | -1.08% | |
| 14 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.20% | +0.23% | +0.96% | |
| 15 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.17% | +0.51% | +3.41% | |
| 16 | SNN | Smith & Nephew PLC -spon Adr | 股票-其他 | 2.17% | -0.39% | +12.55% | |
| 17 | EA | Electronic Arts Inc | 股票-通信服务 | 2.07% | -0.26% | +12.54% | |
| 18 | BMO | Bank Of Montreal | 股票-金融 | 2.07% | +0.47% | +7.53% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 2.05% | +0.66% | -0.67% | |
| 20 | CTVA | Corteva Inc | 股票-原材料 | 2.04% | -0.23% | +0.18% | |
| 21 | SLF | Sun Life Financial Inc | 股票-金融 | 1.94% | +0.41% | +0.86% | |
| 22 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.89% | +0.12% | +8.74% | |
| 23 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.87% | +0.10% | +1.56% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.87% | -0.18% | +0.11% | |
| 25 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.86% | — | +0.36% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.78% | +0.23% | -0.24% | |
| 27 | MFC | Manulife Financial CORP | 股票-金融 | 1.75% | +0.08% | -0.05% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.74% | -0.03% | +4.87% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.66% | +0.12% | -37.65% | |
| 30 | UL | Unilever PLC | 股票-非周期性消费 | 1.65% | — | +15.35% | |
| 31 | VTRS | Viatris Inc | 股票-医疗保健 | 1.64% | -0.84% | +0.14% | |
| 32 | BN | Brookfield CORP | 股票-金融 | 1.55% | +0.04% | -26.89% | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.54% | +0.02% | +0.47% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.54% | -0.17% | -0.44% | |
| 35 | ✓ | Telus Corp. | 股票-其他 | 1.46% | -1.17% | EXIT | |
| 36 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.43% | -0.35% | +0.07% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.41% | +0.61% | +0.45% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 1.40% | -0.44% | +17.07% | |
| 39 | NTR | Nutrien LTD | 股票-原材料 | 1.36% | -0.49% | +3.03% | |
| 40 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.32% | -0.01% | +1.08% | |
| 41 | BCE | Bce Inc | 股票-通信服务 | 1.16% | -0.27% | +67.15% | |
| 42 | OTEX | Open Text CORP | 股票-其他 | 1.10% | -0.11% | +15.91% | |
| 43 | MIDD | Middleby CORP | 股票-工业 | 1.08% | -0.74% | EXIT | |
| 44 | STT | State Street CORP | 股票-金融 | 1.03% | +0.21% | +0.27% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 1.02% | -0.04% | +0.92% | |
| 46 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.98% | — | +2.21% | |
| 47 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.94% | -0.35% | +19.79% | |
| 48 | MGA | Magna International Inc | 股票-周期性消费 | 0.84% | — | +6.38% | |
| 49 | CNQ | Canadian Natural Resources | 股票-能源 | 0.77% | -0.36% | +1077.20% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.76% | -0.01% | +0.93% |
根据 SEC 官方 Form 13F 申报备案，Lorne Steinberg Wealth Management Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$4.9亿，共申报了 70 个公开持股仓位。
在 Q1 2025 季度，Lorne Steinberg Wealth Management Inc. 按市值排列的前三大核心持股分别为：RY (3.8%)、BRK-B (3.6%)、META (3.5%)。其中最大持股仓位 RY 占据整体投资组合约 3.8% 的权重。
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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
RY
市值: US$1313.3万
在 Q1 2025 季度中，Lorne Steinberg Wealth Management Inc. 共进行了 70 项持仓异动，包含新建仓 70 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 RY。
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。