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
1533 檔
9.6%
Q2 2024 季度申报显示，Mackenzie Financial CORP 披露的美股组合总市值为 US$999.6亿，涵盖 1533 个不同之权益投资仓位。
在 Q2 2024，Mackenzie Financial CORP 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 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，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 9.6%，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 1533 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 | 3.98% | +1.70% | -3.19% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.55% | -0.28% | -0.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.47% | -0.09% | -3.62% | |
| 4 | TD | Toronto-dominion Bank | 股票-金融 | 2.12% | +1.25% | +0.85% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.12% | -0.36% | +12.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | -0.01% | +14.59% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.62% | +0.43% | -2.03% | |
| 8 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.61% | +0.62% | -1.09% | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 1.59% | -0.08% | +90.34% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.45% | +0.06% | +13.26% | |
| 11 | BMO | Bank Of Montreal | 股票-金融 | 1.42% | +0.75% | -13.14% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | -0.14% | +899.27% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | +0.10% | -4.21% | |
| 14 | STN | Stantec Inc | 股票-其他 | 1.10% | -0.23% | -6.47% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.09% | +0.42% | -4.45% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 1.09% | +0.30% | -2.69% | |
| 17 | SLF | Sun Life Financial Inc | 股票-金融 | 1.07% | +0.24% | +2.85% | |
| 18 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.03% | +0.35% | +4.75% | |
| 19 | NTR | Nutrien LTD | 股票-原材料 | 1.01% | -0.70% | -3.25% | |
| 20 | MFC | Manulife Financial CORP | 股票-金融 | 1.01% | +0.46% | -3.78% | |
| 21 | ACN | Accenture plc | 股票-科技 | 0.99% | -0.16% | +2.38% | |
| 22 | TU | Telus CORP | 股票-其他 | 0.94% | -0.07% | -16.04% | |
| 23 | ROP | Roper Technologies Inc | 股票-科技 | 0.94% | -0.03% | +3.09% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 0.93% | -0.16% | +4.27% | |
| 25 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.89% | -0.19% | EXIT | |
| 26 | TRP | Tc Energy CORP | 股票-能源 | 0.87% | +0.19% | +0.07% | |
| 27 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.87% | -0.18% | -4.24% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | +0.01% | -1.26% | |
| 29 | WCN | Waste Connections Inc | 股票-工业 | 0.86% | -0.95% | -3.36% | |
| 30 | SU | Suncor Energy Inc | 股票-能源 | 0.85% | -0.04% | -3.40% | |
| 31 | AON | Aon plc | 股票-金融 | 0.84% | -0.03% | -22.04% | |
| 32 | LIN | Linde plc | 股票-原材料 | 0.84% | -0.14% | -5.09% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.81% | +0.21% | -9.97% | |
| 34 | GIB | Cgi Inc | 股票-科技 | 0.77% | -0.01% | -5.55% | |
| 35 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.77% | -0.03% | +19.48% | |
| 36 | CAE | Cae Inc | 股票-其他 | 0.76% | -0.09% | -10.29% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | +0.10% | -13.83% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | -0.26% | +1.70% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.10% | +0.31% | |
| 40 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.63% | +0.03% | -7.13% | |
| 41 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.62% | -1.42% | +49.93% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | -0.11% | +10.96% | |
| 43 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.59% | -0.20% | -0.04% | |
| 44 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.58% | +0.02% | +10.17% | |
| 45 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.58% | +0.01% | +10.32% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.57% | +0.02% | -9.01% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | -0.11% | +91.90% | |
| 48 | MSI | Motorola Solutions Inc | 股票-科技 | 0.54% | -0.24% | -8.80% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.53% | -0.03% | -7.89% | |
| 50 | TT | Trane Technologies plc | 股票-工业 | 0.53% | -0.05% | +0.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +12.70% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +14.59% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.4% | +899.27% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +13.26% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.50% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +120.33% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +91.90% | 加仓 |
| 8 | RY | Royal Bank Of Canada | +0.2% | -3.19% | 减仓 |
| 9 | BX | Blackstone Inc | +0.2% | +468.38% | 加仓 |
| 10 | ADP | Automatic Data Processing | +0.2% | +242.43% | 加仓 |
| 11 | SHOP | Shopify Inc - Class A | +0.2% | +49.93% | 加仓 |
| 12 | DUK | Duke Energy CORP | +0.1% | +65.67% | 加仓 |
| 13 | VRSN | Verisign Inc | +0.1% | +836.80% | 加仓 |
| 14 | AGI | Alamos Gold Inc-class A | +0.1% | +147.55% | 加仓 |
| 15 | PH | Parker Hannifin CORP | +0.1% | +107.70% | 加仓 |
| 16 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +826.73% | 加仓 |
| 17 | HO1 | Hologic Inc | +0.1% | +1023.29% | 加仓 |
| 18 | CLS | Celestica Inc | +0.1% | NEW | 新建仓 |
| 19 | SLF | Sun Life Financial Inc | -0.1% | +2.85% | 加仓 |
| 20 | LIN | Linde plc | -0.1% | -5.09% | 减仓 |
| 21 | NTR | Nutrien LTD | -0.1% | -3.25% | 减仓 |
| 22 | CRL | Charles River Laboratories | -0.1% | -0.28% | 减仓 |
| 23 | OTEX | Open Text CORP | -0.1% | -0.96% | 减仓 |
| 24 | ACN | Accenture plc | -0.1% | +2.38% | 加仓 |
| 25 | V | Visa Inc-class A Shares | -0.1% | -4.21% | 减仓 |
| 26 | GIB | Cgi Inc | -0.1% | -5.55% | 减仓 |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -76.29% | 减仓 |
| 28 | BDX | Becton Dickinson And Co | -0.1% | -9.97% | 减仓 |
| 29 | TD | Toronto-dominion Bank | -0.1% | +0.85% | 加仓 |
| 30 | EFX | Equifax Inc | -0.1% | -62.86% | 减仓 |
| 31 | NOC | Northrop Grumman CORP | -0.1% | -48.56% | 减仓 |
| 32 | WAB | Wabtec CORP | -0.1% | -39.24% | 减仓 |
| 33 | CVX | Chevron CORP | -0.1% | -35.15% | 减仓 |
| 34 | CNQ | Canadian Natural Resources | -0.1% | +90.34% | 加仓 |
| 35 | SLB | Slb LTD | -0.1% | -89.35% | 减仓 |
| 36 | CP | Canadian Pacific Kansas City | -0.2% | -1.09% | 减仓 |
| 37 | CAE | Cae Inc | -0.2% | -10.29% | 减仓 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -24.89% | 减仓 |
| 39 | KEYS | Keysight Technologies In | -0.2% | -22.07% | 减仓 |
| 40 | HON | Honeywell International Inc | -0.2% | -62.49% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.2% | -64.14% | 减仓 |
| 42 | CNI | Canadian Natl Railway Co | -0.2% | -2.03% | 减仓 |
| 43 | FSV | Firstservice CORP | -0.2% | -36.38% | 减仓 |
| 44 | SBUX | Starbucks CORP | -0.2% | -91.57% | 减仓 |
| 45 | CPRT | Copart Inc | -0.2% | -50.41% | 减仓 |
| 46 | TU | Telus CORP | -0.2% | -16.04% | 减仓 |
| 47 | GLD | Spdr Gold Shares | -0.3% | -71.49% | 减仓 |
| 48 | AON | Aon plc | -0.3% | -22.04% | 减仓 |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.4% | -66.78% | 减仓 |
| 50 | BMO | Bank Of Montreal | -0.4% | -13.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mackenzie Financial CORP 在 Q2 2024 季度的美股持仓总市值约为 US$999.6亿，共申报了 1533 个公开持股仓位。
在 Q2 2024 季度，Mackenzie Financial CORP 按市值排列的前三大核心持股分别为：RY (4.0%)、MSFT (3.5%)、SPY (2.5%)。其中最大持股仓位 RY 占据整体投资组合约 4.0% 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
CLS
市值: US$5600.3万
本季最大获利了结 / 清仓标的
RY
前期市值: US$26.2亿
在 Q2 2024 季度中，Mackenzie Financial CORP 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 30 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CLS。
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。