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: 0000919859
申报总市值
US$999.6亿
US$999.6亿
1519 檔
9.4%
截至 Q1 2024 季度末，Mackenzie Financial CORP 的美股持仓估值约为 US$999.6亿，全数申报仓位共有 1519 档。
在 Q1 2024，Mackenzie Financial CORP 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 25 档、减仓 24 档与清仓 1 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Mackenzie Financial CORP 的前 5 大核心持股（包含 RY, MSFT, SPY 等）合计占整体申报市值的 9.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1519 只）
| # | 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 | 3.78% | +1.70% | -3.24% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.28% | -0.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.39% | -0.09% | -1.42% | |
| 4 | TD | Toronto-dominion Bank | 股票-金融 | 2.24% | +1.25% | -7.38% | |
| 5 | BMO | Bank Of Montreal | 股票-金融 | 1.85% | +0.75% | -9.33% | |
| 6 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.79% | +0.43% | -5.19% | |
| 7 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.77% | +0.62% | -2.04% | |
| 8 | CNQ | Canadian Natural Resources | 股票-能源 | 1.73% | -0.08% | +0.40% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.49% | -0.36% | +4.10% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | -0.01% | +6.45% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | +0.10% | +29.56% | |
| 12 | AON | Aon plc | 股票-金融 | 1.18% | -0.03% | +5.55% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | +0.06% | +8.74% | |
| 14 | TU | Telus CORP | 股票-其他 | 1.15% | -0.07% | -12.07% | |
| 15 | STN | Stantec Inc | 股票-其他 | 1.13% | -0.23% | -2.39% | |
| 16 | SLF | Sun Life Financial Inc | 股票-金融 | 1.12% | +0.24% | +1.48% | |
| 17 | BN | Brookfield CORP | 股票-金融 | 1.11% | +0.42% | -3.95% | |
| 18 | ENB | Enbridge Inc | 股票-能源 | 1.10% | +0.30% | -4.06% | |
| 19 | NTR | Nutrien LTD | 股票-原材料 | 1.09% | -0.70% | +3.92% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.16% | +0.40% | |
| 21 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.07% | +0.35% | +7.34% | |
| 22 | MFC | Manulife Financial CORP | 股票-金融 | 0.95% | +0.46% | -3.97% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | -0.14% | -9.11% | |
| 24 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.92% | +0.21% | -1.25% | |
| 25 | CAE | Cae Inc | 股票-其他 | 0.92% | -0.09% | -7.29% | |
| 26 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.90% | -0.19% | EXIT | |
| 27 | LIN | Linde plc | 股票-原材料 | 0.90% | -0.14% | -0.41% | |
| 28 | TRP | Tc Energy CORP | 股票-能源 | 0.90% | +0.19% | -6.47% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 0.88% | -0.03% | +21.02% | |
| 30 | GIB | Cgi Inc | 股票-科技 | 0.87% | -0.01% | -2.59% | |
| 31 | WCN | Waste Connections Inc | 股票-工业 | 0.85% | -0.95% | -2.41% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.01% | -0.45% | |
| 33 | SU | Suncor Energy Inc | 股票-能源 | 0.82% | -0.04% | +1.15% | |
| 34 | SPGI | S&p Global Inc | 股票-金融 | 0.82% | -0.16% | -10.89% | |
| 35 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.80% | -0.18% | -4.80% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.26% | -0.15% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.10% | -1.29% | |
| 38 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.69% | -0.03% | +78.47% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.10% | +7.81% | |
| 40 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.62% | +0.03% | -3.11% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.03% | -19.33% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.58% | +0.04% | +230.38% | |
| 43 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.58% | +0.01% | +18.60% | |
| 44 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.57% | +0.02% | +1.64% | |
| 45 | IT | Gartner Inc | 股票-科技 | 0.56% | -0.04% | +28.53% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.55% | -0.11% | +14.33% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.54% | +0.02% | -0.58% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | -0.17% | -10.12% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.53% | -0.20% | +4.85% | |
| 50 | MSI | Motorola Solutions Inc | 股票-科技 | 0.53% | -0.24% | -2.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CDNS | Cadence Design Sys Inc | +0.5% | +1135.96% | 加仓 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.4% | +230.38% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.4% | -9.11% | 减仓 |
| 4 | V | Visa Inc-class A Shares | +0.3% | +29.56% | 加仓 |
| 5 | BAM | Brookfield Asset Mgmt-a | +0.3% | +78.47% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +8.74% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +7.81% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | -0.57% | 减仓 |
| 9 | CNQ | Canadian Natural Resources | +0.2% | +0.40% | 加仓 |
| 10 | AON | Aon plc | +0.2% | +5.55% | 加仓 |
| 11 | ROP | Roper Technologies Inc | +0.1% | +21.02% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.45% | 加仓 |
| 13 | IT | Gartner Inc | +0.1% | +28.53% | 加仓 |
| 14 | NFLX | Netflix Inc | +0.1% | +267.90% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.1% | +14.33% | 加仓 |
| 16 | HD | Home Depot Inc | +0.1% | +95.61% | 加仓 |
| 17 | CRH | CRH plc | +0.1% | +25.12% | 加仓 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +21.26% | 加仓 |
| 19 | CPRT | Copart Inc | +0.1% | +18.90% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.45% | 减仓 |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +9.72% | 加仓 |
| 22 | DUK | Duke Energy CORP | +0.1% | +136.77% | 加仓 |
| 23 | FERG | Ferguson Enterprises Inc. | +0.1% | +88.64% | 加仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.42% | 减仓 |
| 25 | CP | Canadian Pacific Kansas City | +0.1% | -2.04% | 减仓 |
| 26 | BNS | Bank Of Nova Scotia | +0.1% | +7.34% | 加仓 |
| 27 | SU | Suncor Energy Inc | +0.1% | +1.15% | 加仓 |
| 28 | QSR | Restaurant Brands Intern | +0.1% | +18.60% | 加仓 |
| 29 | TT | Trane Technologies plc | +0.1% | +0.89% | 加仓 |
| 30 | AVGO | Broadcom Inc | +0.1% | -1.29% | 减仓 |
| 31 | LIN | Linde plc | +0.1% | -0.41% | 减仓 |
| 32 | WCN | Waste Connections Inc | +0.1% | -2.41% | 减仓 |
| 33 | ORCL | Oracle CORP | +0.1% | -0.58% | 减仓 |
| 34 | MO | Altria Group Inc | -0.1% | -49.07% | 减仓 |
| 35 | FTS | Fortis Inc | -0.1% | -14.48% | 减仓 |
| 36 | KEYS | Keysight Technologies In | -0.1% | -13.76% | 减仓 |
| 37 | MCD | Mcdonald's CORP | -0.1% | -10.12% | 减仓 |
| 38 | FTDR | Frontdoor Inc | -0.1% | -66.15% | 减仓 |
| 39 | FSV | Firstservice CORP | -0.1% | -20.19% | 减仓 |
| 40 | PEP | Pepsico Inc | -0.2% | -19.33% | 减仓 |
| 41 | CAE | Cae Inc | -0.2% | -7.29% | 减仓 |
| 42 | SPGI | S&p Global Inc | -0.2% | -10.89% | 减仓 |
| 43 | AAPL | Apple Inc | -0.2% | +4.10% | 加仓 |
| 44 | AYXEUR | Alteryx Inc - Class A | -0.2% | EXIT | 清仓 |
| 45 | BMO | Bank Of Montreal | -0.3% | -9.33% | 减仓 |
| 46 | RY | Royal Bank Of Canada | -0.3% | -3.24% | 减仓 |
| 47 | TU | Telus CORP | -0.4% | -12.07% | 减仓 |
| 48 | TD | Toronto-dominion Bank | -0.5% | -7.38% | 减仓 |
| 49 | ON | On Semiconductor | -0.5% | -99.04% | 减仓 |
| 50 | SNPS | Synopsys Inc | -0.6% | -92.67% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mackenzie Financial CORP 在 Q1 2024 季度的美股持仓总市值约为 US$999.6亿，共申报了 1519 个公开持股仓位。
在 Q1 2024 季度，Mackenzie Financial CORP 按市值排列的前三大核心持股分别为：RY (3.8%)、MSFT (3.3%)、SPY (2.4%)。其中最大持股仓位 RY 占据整体投资组合约 3.8% 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。
本季最大获利了结 / 清仓标的
AYXEUR
前期市值: US$1.4亿
在 Q1 2024 季度中，Mackenzie Financial CORP 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 25 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 AYXEUR。
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。