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: 0001475940
申报总市值
US$64.6亿
US$64.6亿
62 檔
51.3%
截至 Q3 2024 季度末，Montrusco Bolton Investments Inc. 的美股持仓估值约为 US$64.6亿，全数申报仓位共有 62 档。
Montrusco Bolton Investments Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 17 档持股的同时，亦同步清仓 2 档并减仓 25 档标的。
在资产配置集中度方面，Montrusco Bolton Investments Inc. 的前 5 大核心持股（包含 MSFT, NVDA, AMZN 等）合计占整体申报市值的 51.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 10.59% | -0.90% | +1.36% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.48% | -1.19% | -0.15% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.05% | +0.23% | +33.71% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 6.04% | +0.15% | +52.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.75% | +0.08% | +6.11% | |
| 6 | AMGN | Amgen Inc | 股票-医疗保健 | 5.27% | — | +1.97% | |
| 7 | DHR | Danaher CORP | 股票-医疗保健 | 4.91% | -0.58% | +30.40% | |
| 8 | ROL | Rollins Inc | 股票-周期性消费 | 4.90% | — | +14.01% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.25% | -0.64% | -0.08% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 4.24% | — | +2.10% | |
| 11 | WCN | Waste Connections Inc | 股票-工业 | 4.23% | -1.82% | +15.53% | |
| 12 | SYY | Sysco CORP | 股票-非周期性消费 | 3.86% | — | +8.50% | |
| 13 | VLO | Valero Energy CORP | 股票-能源 | 3.60% | -0.93% | +6.35% | |
| 14 | WDAY | Workday Inc-class A | 股票-科技 | 3.27% | — | -10.72% | |
| 15 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.08% | — | -17.75% | |
| 16 | PSA | Public Storage | 股票-房地产 | 2.94% | +0.10% | -6.55% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 2.38% | -0.34% | -10.30% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 2.25% | — | -10.20% | |
| 19 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 1.75% | — | +43.49% | |
| 20 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.59% | — | -7.67% | |
| 21 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.43% | — | +10.18% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 1.34% | — | -66.07% | |
| 23 | ENPH | Enphase Energy Inc | 股票-科技 | 1.05% | — | +93.42% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.96% | -1.71% | EXIT | |
| 25 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.91% | -1.66% | -27.54% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 0.56% | — | — | |
| 27 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.54% | -0.03% | — | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.61% | -7.48% | |
| 29 | TD | Toronto-dominion Bank | 股票-金融 | 0.49% | +0.08% | -52.47% | |
| 30 | RY | Royal Bank Of Canada | 股票-金融 | 0.47% | +0.13% | -65.71% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.42% | — | -61.92% | |
| 32 | CNQ | Canadian Natural Resources | 股票-能源 | 0.35% | — | -57.70% | |
| 33 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.34% | +0.04% | -53.09% | |
| 34 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.34% | +0.04% | -62.25% | |
| 35 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.29% | — | -56.30% | |
| 36 | FNV | Franco-nevada CORP | 股票-原材料 | 0.22% | — | -63.02% | |
| 37 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.19% | -0.13% | -62.31% | |
| 38 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.19% | — | -55.10% | |
| 39 | ERO | Ero Copper CORP | 股票-其他 | 0.18% | — | +17.22% | |
| 40 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.17% | -0.04% | +0.93% | |
| 41 | NGDN | New Gold Inc | 股票-其他 | 0.17% | — | -16.68% | |
| 42 | TU | Telus CORP | 股票-其他 | 0.15% | — | -61.31% | |
| 43 | EGO | Eldorado Gold CORP | 股票-其他 | 0.12% | — | -1.31% | |
| 44 | FSV | Firstservice CORP | 股票-其他 | 0.12% | +0.01% | +0.85% | |
| 45 | GIB | Cgi Inc | 股票-科技 | 0.12% | -0.08% | +443.12% | |
| 46 | TFPM | Triple Flag Precious Met | 股票-原材料 | 0.12% | — | +9.03% | |
| 47 | OREUR | Osisko Gold Royalties LTD | 股票-其他 | 0.12% | — | -11.75% | |
| 48 | TFII | Tfi International Inc | 股票-其他 | 0.11% | +0.08% | +0.92% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.10% | +0.22% | — | |
| 50 | BNT | Brookfield Wealth Solutions Ltd. | 股票-其他 | 0.08% | -0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | +2.5% | +52.77% | 加仓 |
| 2 | DHR | Danaher CORP | +1.6% | +30.40% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +1.4% | +33.71% | 加仓 |
| 4 | ROL | Rollins Inc | +0.8% | +14.01% | 加仓 |
| 5 | WCN | Waste Connections Inc | +0.6% | +15.53% | 加仓 |
| 6 | SYY | Sysco CORP | +0.6% | +8.50% | 加仓 |
| 7 | ENPH | Enphase Energy Inc | +0.6% | +93.42% | 加仓 |
| 8 | GRMN | Garmin Ltd. | +0.6% | NEW | 新建仓 |
| 9 | MNST | Monster Beverage CORP | +0.5% | NEW | 新建仓 |
| 10 | META | Meta Platforms Inc-class A | +0.5% | -0.08% | 减仓 |
| 11 | PSA | Public Storage | +0.5% | -6.55% | 减仓 |
| 12 | LULU | Lululemon Athletica Inc | +0.4% | +43.49% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.3% | +1.97% | 加仓 |
| 14 | CFR | Cullen/frost Bankers Inc | +0.3% | +10.18% | 加仓 |
| 15 | GIB | Cgi Inc | +0.1% | +443.12% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建仓 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | -13.42% | 减仓 |
| 18 | BNT | Brookfield Wealth Solutions Ltd. | +0.1% | NEW | 新建仓 |
| 19 | WMT | Walmart Inc | +0.1% | -7.48% | 减仓 |
| 20 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建仓 |
| 21 | CIGI | Colliers Intl Gr-subord Vot | 0% | +0.93% | 加仓 |
| 22 | CMG | Chipotle Mexican Grill Inc | 0% | NEW | 新建仓 |
| 23 | ERO | Ero Copper CORP | 0% | +17.22% | 加仓 |
| 24 | TRI4EUR | Thomson Reuters CORP | 0% | -35.03% | 减仓 |
| 25 | WDAY | Workday Inc-class A | -0.1% | -10.72% | 减仓 |
| 26 | BNT | Brookfield Wealth Solutions Ltd. | -0.1% | EXIT | 清仓 |
| 27 | TXN | Texas Instruments Inc | -0.1% | -10.20% | 减仓 |
| 28 | NVDA | Nvidia CORP | -0.1% | -0.15% | 减仓 |
| 29 | BEP | Brookfield Renewable Partners L.P. | -0.1% | -75.19% | 减仓 |
| 30 | GRT-UCAD | Granite Real Estate Investme | -0.2% | -55.10% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | +6.11% | 加仓 |
| 32 | MSFT | Microsoft CORP | -0.2% | +1.36% | 加仓 |
| 33 | ADBE | Adobe Inc | -0.2% | +2.10% | 加仓 |
| 34 | TU | Telus CORP | -0.2% | -61.31% | 减仓 |
| 35 | ZTS | Zoetis Inc | -0.2% | -27.54% | 减仓 |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | -0.2% | -56.30% | 减仓 |
| 37 | WPM | Wheaton Precious Metals CORP | -0.2% | -62.31% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -90.60% | 减仓 |
| 39 | VLO | Valero Energy CORP | -0.3% | +6.35% | 加仓 |
| 40 | FNV | Franco-nevada CORP | -0.3% | -63.02% | 减仓 |
| 41 | BAM | Brookfield Asset Mgmt-a | -0.4% | -62.25% | 减仓 |
| 42 | CNI | Canadian Natl Railway Co | -0.4% | -53.09% | 减仓 |
| 43 | TD | Toronto-dominion Bank | -0.4% | -52.47% | 减仓 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.4% | -17.75% | 减仓 |
| 45 | ENB | Enbridge Inc | -0.5% | -61.92% | 减仓 |
| 46 | CNQ | Canadian Natural Resources | -0.5% | -57.70% | 减仓 |
| 47 | RY | Royal Bank Of Canada | -0.7% | -65.71% | 减仓 |
| 48 | LW | Lamb Weston Holdings Inc | -0.9% | -97.90% | 减仓 |
| 49 | CME | Cme Group Inc | -2.1% | -66.07% | 减仓 |
| 50 | FIVE | Five Below | -2.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Montrusco Bolton Investments Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$64.6亿，共申报了 62 个公开持股仓位。
在 Q3 2024 季度，Montrusco Bolton Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (10.6%)、NVDA (6.5%)、AMZN (6.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.6% 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
GRMN
市值: US$5325.2万
本季最大获利了结 / 清仓标的
FIVE
前期市值: US$2.5亿
在 Q3 2024 季度中，Montrusco Bolton Investments Inc. 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 17 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 GRMN。 本季清仓仓位包含 FIVE。
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。