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: 0002053050
申报总市值
US$5.4亿
US$5.4亿
168 檔
13.7%
在 Q4 2024 申报期间，Louisbourg Investments Inc.（CIK: 0002053050）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.4亿，共持有 168 个公开申报仓位。
在 Q4 2024，Louisbourg Investments Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 5 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，Louisbourg Investments Inc. 的前 5 大核心持股（包含 CNI, SHOP, BNS 等）合计占整体申报市值的 13.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
TAC
市值: US$343.9万
本季最大获利了结 / 清仓标的
HBM
前期市值: US$287.8万
| # | 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 | CNI | Canadian Natl Railway Co | 股票-工业 | 7.65% | -0.05% | +17.25% | |
| 2 | SHOP | Shopify Inc - Class A | 股票-科技 | 3.08% | +0.47% | -12.96% | |
| 3 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.98% | -0.17% | -2.44% | |
| 4 | BN | Brookfield CORP | 股票-金融 | 2.96% | +0.09% | +18.26% | |
| 5 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 2.89% | -0.17% | +30.18% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.80% | +0.10% | -10.30% | |
| 7 | TD | Toronto-dominion Bank | 股票-金融 | 2.68% | +0.02% | +12.82% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.14% | +12.53% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.16% | +0.14% | -6.39% | |
| 10 | LSPD | Lightspeed Commerce Inc | 股票-其他 | 2.01% | -0.03% | -26.90% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.00% | -0.02% | +314.86% | |
| 12 | RCI | Rogers Communications Inc-b | 股票-其他 | 1.99% | -0.13% | +18.89% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.87% | +0.25% | -7.18% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.61% | +0.05% | -22.70% | |
| 15 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.59% | -0.04% | +12.47% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.47% | +0.25% | +8.87% | |
| 17 | SU | Suncor Energy Inc | 股票-能源 | 1.45% | +1.33% | -1.25% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.43% | +0.02% | — | |
| 19 | CNQ | Canadian Natural Resources | 股票-能源 | 1.42% | +0.07% | -18.58% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | -0.40% | +6.84% | |
| 21 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 1.40% | +0.99% | +2.55% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.40% | +0.13% | +7.84% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | +0.15% | -3.38% | |
| 24 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.32% | -0.04% | -1.37% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.31% | +0.22% | -13.61% | |
| 26 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 1.22% | +0.12% | -0.30% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.18% | +0.18% | -18.58% | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.17% | -0.77% | -1.52% | |
| 29 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 1.15% | -0.03% | -44.05% | |
| 30 | COP | Conocophillips | 股票-能源 | 1.13% | -0.11% | +13.21% | |
| 31 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.10% | +0.02% | +18.65% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.10% | -0.04% | -12.78% | |
| 33 | AYS1 | Sandstorm Gold LTD | 股票-其他 | 1.07% | — | +17.41% | |
| 34 | NTR | Nutrien LTD | 股票-原材料 | 1.04% | +0.40% | -1.92% | |
| 35 | RY | Royal Bank Of Canada | 股票-金融 | 1.01% | +0.18% | -11.60% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.97% | -0.04% | -7.24% | |
| 37 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.96% | -0.04% | -13.51% | |
| 38 | FTS | Fortis Inc | 股票-公用事业 | 0.93% | +0.06% | -16.64% | |
| 39 | TAC | Transalta CORP | 股票-其他 | 0.90% | — | — | |
| 40 | J | Jacobs Solutions Inc | 股票-工业 | 0.90% | +0.17% | -17.20% | |
| 41 | STN | Stantec Inc | 股票-其他 | 0.90% | +0.01% | -19.21% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.06% | -0.71% | |
| 43 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.90% | -0.09% | -8.67% | |
| 44 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.89% | +0.02% | +65.67% | |
| 45 | URI | United Rentals Inc | 股票-工业 | 0.86% | -0.30% | -0.86% | |
| 46 | OTEX | Open Text CORP | 股票-其他 | 0.86% | — | +2.87% | |
| 47 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.86% | +0.21% | -18.85% | |
| 48 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.85% | -0.10% | -8.73% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.80% | — | -1.24% | |
| 50 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.79% | -0.03% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.5% | +314.86% | 加仓 |
| 2 | TAC | Transalta CORP | +0.9% | NEW | 新建仓 |
| 3 | GIL | Gildan Activewear Inc | +0.8% | +30.18% | 加仓 |
| 4 | BN | Brookfield CORP | +0.7% | +18.26% | 加仓 |
| 5 | BAM | Brookfield Asset Mgmt-a | +0.7% | +3312.67% | 加仓 |
| 6 | SHOP | Shopify Inc - Class A | +0.5% | -12.96% | 减仓 |
| 7 | ENTG | Entegris Inc | +0.5% | NEW | 新建仓 |
| 8 | GFR | Greenfire Resources LTD | +0.5% | NEW | 新建仓 |
| 9 | ULTA | Ulta Beauty Inc | +0.3% | +102.62% | 加仓 |
| 10 | CP | Canadian Pacific Kansas City | +0.3% | +65.67% | 加仓 |
| 11 | KLAC | Kla CORP | +0.3% | NEW | 新建仓 |
| 12 | MSFT | Microsoft CORP | +0.2% | +12.53% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | -13.61% | 减仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | +8.87% | 加仓 |
| 15 | ROST | Ross Stores Inc | +0.2% | +44.75% | 加仓 |
| 16 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建仓 |
| 17 | BNS | Bank Of Nova Scotia | 0% | -2.44% | 减仓 |
| 18 | TD | Toronto-dominion Bank | 0% | +12.82% | 加仓 |
| 19 | CRM | Salesforce Inc | -0.1% | -22.70% | 减仓 |
| 20 | JNJ | Johnson & Johnson | -0.1% | +6.84% | 加仓 |
| 21 | ABT | Abbott Laboratories | -0.1% | -7.24% | 减仓 |
| 22 | WPM | Wheaton Precious Metals CORP | -0.1% | -1.52% | 减仓 |
| 23 | QSR | Restaurant Brands Intern | -0.1% | -0.30% | 减仓 |
| 24 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -13.51% | 减仓 |
| 25 | OTEX | Open Text CORP | -0.1% | +2.87% | 加仓 |
| 26 | RCI | Rogers Communications Inc-b | -0.1% | +18.89% | 加仓 |
| 27 | CBRE | Cbre Group Inc - A | -0.1% | -18.85% | 减仓 |
| 28 | RY | Royal Bank Of Canada | -0.1% | -11.60% | 减仓 |
| 29 | URI | United Rentals Inc | -0.1% | -0.86% | 减仓 |
| 30 | DLTR | Dollar Tree Inc | -0.1% | -15.50% | 减仓 |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.2% | -10.30% | 减仓 |
| 32 | J | Jacobs Solutions Inc | -0.2% | -17.20% | 减仓 |
| 33 | OTIS | Otis Worldwide CORP | -0.2% | -10.24% | 减仓 |
| 34 | MCD | Mcdonald's CORP | -0.2% | -16.94% | 减仓 |
| 35 | ACN | Accenture plc | -0.2% | -21.32% | 减仓 |
| 36 | A | Agilent Technologies Inc | -0.2% | -8.67% | 减仓 |
| 37 | KKR | Kkr & Co Inc | -0.2% | -42.93% | 减仓 |
| 38 | STN | Stantec Inc | -0.2% | -19.21% | 减仓 |
| 39 | FTS | Fortis Inc | -0.3% | -16.64% | 减仓 |
| 40 | AMTM | Amentum Holdings Inc | -0.3% | EXIT | 清仓 |
| 41 | TECK | Teck Resources Ltd-cls B | -0.3% | +2.55% | 加仓 |
| 42 | LDOS | Leidos Holdings Inc | -0.4% | -24.03% | 减仓 |
| 43 | CNQ | Canadian Natural Resources | -0.4% | -18.58% | 减仓 |
| 44 | OREUR | Osisko Gold Royalties LTD | -0.6% | -46.81% | 减仓 |
| 45 | EGO | Eldorado Gold CORP | -0.6% | EXIT | 清仓 |
| 46 | AGI | Alamos Gold Inc-class A | -0.7% | EXIT | 清仓 |
| 47 | PAAS | Pan American Silver CORP | -0.7% | EXIT | 清仓 |
| 48 | HBM | Hudbay Minerals Inc | -0.7% | EXIT | 清仓 |
| 49 | LSPD | Lightspeed Commerce Inc | -0.9% | -26.90% | 减仓 |
| 50 | CIGI | Colliers Intl Gr-subord Vot | -1.1% | -44.05% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Louisbourg Investments Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$5.4亿，共申报了 168 个公开持股仓位。
在 Q4 2024 季度，Louisbourg Investments Inc. 按市值排列的前三大核心持股分别为：CNI (7.7%)、SHOP (3.1%)、BNS (3.0%)。其中最大持股仓位 CNI 占据整体投资组合约 7.7% 的权重。
在 Q4 2024 季度中，Louisbourg Investments Inc. 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 14 个仓位、减仓 26 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 TAC。 本季清仓仓位包含 HBM。
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。
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。
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。