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: 0001475940
申报总市值
US$64.6亿
US$64.6亿
61 檔
46.7%
在 Q4 2024 的 13F 官方备案中，Montrusco Bolton Investments Inc. 管理的美股投资组合规模来到 US$64.6亿，整体持股档数为 61 档。
在 Q4 2024，Montrusco Bolton Investments Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 4 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，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 46.7%，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 | 10.32% | -0.90% | -12.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.67% | -1.19% | -6.19% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.43% | +0.23% | -8.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.18% | +0.08% | -17.48% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.93% | +0.15% | -32.98% | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 4.64% | -0.58% | +0.58% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 4.17% | +0.08% | — | |
| 8 | ROL | Rollins Inc | 股票-周期性消费 | 4.05% | — | -20.59% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.96% | -0.64% | -19.78% | |
| 10 | WCN | Waste Connections Inc | 股票-工业 | 3.86% | -1.82% | -16.30% | |
| 11 | AMGN | Amgen Inc | 股票-医疗保健 | 3.71% | — | -23.67% | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 3.50% | — | -15.96% | |
| 13 | WDAY | Workday Inc-class A | 股票-科技 | 3.19% | — | -18.75% | |
| 14 | VLO | Valero Energy CORP | 股票-能源 | 3.06% | -0.93% | -18.73% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 2.87% | — | +23.55% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 2.85% | -0.34% | -2.96% | |
| 17 | PSA | Public Storage | 股票-房地产 | 2.33% | +0.10% | -15.47% | |
| 18 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 2.17% | -0.03% | +250.95% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 2.01% | -0.45% | — | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.89% | — | -43.53% | |
| 21 | SYY | Sysco CORP | 股票-非周期性消费 | 1.72% | — | -59.32% | |
| 22 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.38% | — | -29.79% | |
| 23 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.25% | — | -15.85% | |
| 24 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 1.14% | — | -59.86% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | +0.22% | +603.69% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.08% | — | +42.53% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.89% | -1.71% | EXIT | |
| 28 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.82% | -1.66% | -5.29% | |
| 29 | RY | Royal Bank Of Canada | 股票-金融 | 0.63% | +0.13% | +20.95% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.61% | -20.67% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.46% | — | -8.57% | |
| 32 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.34% | +0.04% | -22.77% | |
| 33 | CNQ | Canadian Natural Resources | 股票-能源 | 0.33% | — | -11.57% | |
| 34 | TD | Toronto-dominion Bank | 股票-金融 | 0.33% | +0.08% | -31.47% | |
| 35 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.32% | — | +5.01% | |
| 36 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.31% | +0.04% | -7.96% | |
| 37 | FNV | Franco-nevada CORP | 股票-原材料 | 0.21% | — | -11.97% | |
| 38 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.19% | -0.13% | -7.48% | |
| 39 | TU | Telus CORP | 股票-其他 | 0.18% | — | +27.38% | |
| 40 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.18% | -0.04% | -1.15% | |
| 41 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.17% | — | — | |
| 42 | NGDN | New Gold Inc | 股票-其他 | 0.16% | — | -4.82% | |
| 43 | FSV | Firstservice CORP | 股票-其他 | 0.14% | +0.01% | -1.12% | |
| 44 | ERO | Ero Copper CORP | 股票-其他 | 0.13% | — | +3.89% | |
| 45 | OREUR | Osisko Gold Royalties LTD | 股票-其他 | 0.13% | — | -3.51% | |
| 46 | GIB | Cgi Inc | 股票-科技 | 0.12% | -0.08% | -7.44% | |
| 47 | TFII | Tfi International Inc | 股票-其他 | 0.12% | +0.08% | -1.15% | |
| 48 | TFPM | Triple Flag Precious Met | 股票-原材料 | 0.12% | — | -3.81% | |
| 49 | EGO | Eldorado Gold CORP | 股票-其他 | 0.11% | — | -6.85% | |
| 50 | BNT | Brookfield Wealth Solutions Ltd. | 股票-其他 | 0.11% | -0.07% | +7.87% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +4.2% | NEW | 新建仓 |
| 2 | UBER | Uber Technologies Inc | +2% | NEW | 新建仓 |
| 3 | MNST | Monster Beverage CORP | +1.6% | +250.95% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +1.4% | -8.68% | 减仓 |
| 5 | NVDA | Nvidia CORP | +1.2% | -6.19% | 减仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +1% | +603.69% | 加仓 |
| 7 | TXN | Texas Instruments Inc | +0.6% | +23.55% | 加仓 |
| 8 | GRMN | Garmin Ltd. | +0.5% | +42.53% | 加仓 |
| 9 | AAPL | Apple Inc | +0.5% | -2.96% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -17.48% | 减仓 |
| 11 | GRTUF | Granite Real Estate Investme | +0.2% | NEW | 新建仓 |
| 12 | RY | Royal Bank Of Canada | +0.2% | +20.95% | 加仓 |
| 13 | ENB | Enbridge Inc | 0% | -8.57% | 减仓 |
| 14 | BKNG | Booking Holdings Inc | 0% | +31.24% | 加仓 |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +5.01% | 加仓 |
| 16 | WMT | Walmart Inc | 0% | -20.67% | 减仓 |
| 17 | CIGI | Colliers Intl Gr-subord Vot | 0% | -1.15% | 减仓 |
| 18 | BAM | Brookfield Asset Mgmt-a | — | -22.77% | 减仓 |
| 19 | WPM | Wheaton Precious Metals CORP | — | -7.48% | 减仓 |
| 20 | GIB | Cgi Inc | — | -7.44% | 减仓 |
| 21 | FNV | Franco-nevada CORP | 0% | -11.97% | 减仓 |
| 22 | NGDN | New Gold Inc | 0% | -4.82% | 减仓 |
| 23 | EGO | Eldorado Gold CORP | 0% | -6.85% | 减仓 |
| 24 | LW | Lamb Weston Holdings Inc | 0% | EXIT | 清仓 |
| 25 | CNQ | Canadian Natural Resources | 0% | -11.57% | 减仓 |
| 26 | CNI | Canadian Natl Railway Co | 0% | -7.96% | 减仓 |
| 27 | BEP | Brookfield Renewable Partners L.P. | 0% | EXIT | 清仓 |
| 28 | CFR | Cullen/frost Bankers Inc | -0.1% | -29.79% | 减仓 |
| 29 | ERO | Ero Copper CORP | -0.1% | +3.89% | 加仓 |
| 30 | SHW | Sherwin-williams Co/the | -0.1% | -8.98% | 减仓 |
| 31 | WDAY | Workday Inc-class A | -0.1% | -18.75% | 减仓 |
| 32 | ZTS | Zoetis Inc | -0.1% | -5.29% | 减仓 |
| 33 | TD | Toronto-dominion Bank | -0.2% | -31.47% | 减仓 |
| 34 | GRT-UCAD | Granite Real Estate Investme | -0.2% | EXIT | 清仓 |
| 35 | MSFT | Microsoft CORP | -0.3% | -12.55% | 减仓 |
| 36 | DHR | Danaher CORP | -0.3% | +0.58% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | -0.3% | -19.78% | 减仓 |
| 38 | MTD | Mettler-toledo International | -0.3% | -15.85% | 减仓 |
| 39 | WCN | Waste Connections Inc | -0.4% | -16.30% | 减仓 |
| 40 | VLO | Valero Energy CORP | -0.5% | -18.73% | 减仓 |
| 41 | PSA | Public Storage | -0.6% | -15.47% | 减仓 |
| 42 | LULU | Lululemon Athletica Inc | -0.6% | -59.86% | 减仓 |
| 43 | ADBE | Adobe Inc | -0.7% | -15.96% | 减仓 |
| 44 | ROL | Rollins Inc | -0.9% | -20.59% | 减仓 |
| 45 | ENPH | Enphase Energy Inc | -1% | -92.78% | 减仓 |
| 46 | MA | Mastercard Inc - A | -1.1% | -32.98% | 减仓 |
| 47 | MRSH | Marsh & Mclennan Cos | -1.2% | -43.53% | 减仓 |
| 48 | CME | Cme Group Inc | -1.3% | EXIT | 清仓 |
| 49 | AMGN | Amgen Inc | -1.6% | -23.67% | 减仓 |
| 50 | SYY | Sysco CORP | -2.1% | -59.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Montrusco Bolton Investments Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$64.6亿，共申报了 61 个公开持股仓位。
在 Q4 2024 季度，Montrusco Bolton Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (10.3%)、NVDA (7.7%)、AMZN (7.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.3% 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
BLK
市值: US$3.4亿
本季最大获利了结 / 清仓标的
CME
前期市值: US$1.3亿
在 Q4 2024 季度中，Montrusco Bolton Investments Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 9 个仓位、减仓 34 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 CME。
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。