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
75 檔
48.4%
Q2 2025 季度申报显示，Montrusco Bolton Investments Inc. 披露的美股组合总市值为 US$64.6亿，涵盖 75 个不同之权益投资仓位。
在 Q2 2025，Montrusco Bolton Investments Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 18 个新仓位，并对 14 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
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 48.4%，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 | 9.29% | -0.90% | -16.59% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.16% | -1.19% | -10.12% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.36% | +0.23% | +16.99% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.46% | -0.64% | +35.12% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.39% | -0.70% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.00% | +0.08% | +3.07% | |
| 7 | WCN | Waste Connections Inc | 股票-工业 | 4.65% | -1.82% | +46.55% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 4.03% | +0.08% | -11.54% | |
| 9 | DHR | Danaher CORP | 股票-医疗保健 | 3.84% | -0.58% | +4.23% | |
| 10 | ROL | Rollins Inc | 股票-周期性消费 | 3.11% | — | -19.64% | |
| 11 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 3.10% | -0.61% | +5.51% | |
| 12 | UBER | Uber Technologies Inc | 股票-工业 | 2.93% | -0.45% | -10.94% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 2.71% | +2.36% | +48.38% | |
| 14 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 2.49% | +0.21% | +50.26% | |
| 15 | VLO | Valero Energy CORP | 股票-能源 | 2.48% | -0.93% | -3.07% | |
| 16 | PSA | Public Storage | 股票-房地产 | 2.44% | +0.10% | +7.66% | |
| 17 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 2.40% | -0.03% | -34.74% | |
| 18 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 2.37% | -0.43% | — | |
| 19 | SNPS | Synopsys Inc | 股票-科技 | 2.32% | -0.25% | +39.98% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 2.28% | +0.15% | -46.01% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.05% | +0.22% | +55.80% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 2.04% | -0.34% | -4.64% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.78% | — | +27.19% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.66% | -1.71% | EXIT | |
| 25 | FTNT | Fortinet Inc | 股票-科技 | 1.20% | — | — | |
| 26 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.85% | -1.66% | -17.22% | |
| 27 | SYY | Sysco CORP | 股票-非周期性消费 | 0.70% | — | +12.06% | |
| 28 | RY | Royal Bank Of Canada | 股票-金融 | 0.62% | +0.13% | +26.19% | |
| 29 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.54% | -0.30% | — | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | — | — | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.61% | +7.12% | |
| 32 | TD | Toronto-dominion Bank | 股票-金融 | 0.43% | +0.08% | -7.39% | |
| 33 | GIB | Cgi Inc | 股票-科技 | 0.41% | -0.08% | +418.35% | |
| 34 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.31% | +0.04% | +22.38% | |
| 35 | SLF | Sun Life Financial Inc | 股票-金融 | 0.27% | +0.05% | +4.61% | |
| 36 | SU | Suncor Energy Inc | 股票-能源 | 0.26% | -0.24% | +2.11% | |
| 37 | ENB | Enbridge Inc | 股票-能源 | 0.25% | — | -35.75% | |
| 38 | BMO | Bank Of Montreal | 股票-金融 | 0.24% | +0.05% | -19.98% | |
| 39 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.23% | -0.15% | — | |
| 40 | TFII | Tfi International Inc | 股票-其他 | 0.22% | +0.08% | +415.68% | |
| 41 | RBA | Rb Global Inc | 股票-工业 | 0.22% | — | — | |
| 42 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.20% | -0.04% | +40.89% | |
| 43 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.20% | — | -10.13% | |
| 44 | FSV | Firstservice CORP | 股票-其他 | 0.20% | +0.01% | +8.32% | |
| 45 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.19% | +0.04% | -25.76% | |
| 46 | CBZ | Cbiz Inc | 股票-其他 | 0.19% | +0.03% | — | |
| 47 | CAE | Cae Inc | 股票-其他 | 0.18% | -0.03% | — | |
| 48 | NGDN | New Gold Inc | 股票-其他 | 0.18% | — | -27.15% | |
| 49 | TU | Telus CORP | 股票-其他 | 0.16% | — | -24.30% | |
| 50 | ERO | Ero Copper CORP | 股票-其他 | 0.14% | — | -1.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +5.4% | NEW | 新建仓 |
| 2 | RYAN | Ryan Specialty Holdings Inc | +2.4% | NEW | 新建仓 |
| 3 | META | Meta Platforms Inc-class A | +1.7% | +35.12% | 加仓 |
| 4 | FTNT | Fortinet Inc | +1.2% | NEW | 新建仓 |
| 5 | LRCX | Lam Research CORP | +1.1% | +48.38% | 加仓 |
| 6 | IDXX | Idexx Laboratories Inc | +0.9% | +50.26% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +55.80% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.8% | +16.99% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.8% | -10.12% | 减仓 |
| 10 | WCN | Waste Connections Inc | +0.8% | +46.55% | 加仓 |
| 11 | SNPS | Synopsys Inc | +0.7% | +39.98% | 加仓 |
| 12 | TSCO | Tractor Supply Company | +0.6% | NEW | 新建仓 |
| 13 | LLY | Eli Lilly & Co | +0.5% | NEW | 新建仓 |
| 14 | GIB | Cgi Inc | +0.3% | +418.35% | 加仓 |
| 15 | AEM | Agnico Eagle Mines LTD | +0.2% | NEW | 新建仓 |
| 16 | RBA | Rb Global Inc | +0.2% | NEW | 新建仓 |
| 17 | CBZ | Cbiz Inc | +0.2% | NEW | 新建仓 |
| 18 | TFII | Tfi International Inc | +0.2% | +415.68% | 加仓 |
| 19 | CAE | Cae Inc | +0.2% | NEW | 新建仓 |
| 20 | ADBE | Adobe Inc | +0.2% | +27.19% | 加仓 |
| 21 | AYS1 | Sandstorm Gold LTD | +0.1% | NEW | 新建仓 |
| 22 | GIL | Gildan Activewear Inc | +0.1% | NEW | 新建仓 |
| 23 | RY | Royal Bank Of Canada | +0.1% | +26.19% | 加仓 |
| 24 | DOO | Brp Inc/ca- Sub Voting | +0.1% | NEW | 新建仓 |
| 25 | POOL | Pool CORP | +0.1% | NEW | 新建仓 |
| 26 | AGI | Alamos Gold Inc-class A | +0.1% | NEW | 新建仓 |
| 27 | OR | Or Royalties Inc | +0.1% | NEW | 新建仓 |
| 28 | ATS | Ats CORP | +0.1% | NEW | 新建仓 |
| 29 | CNM | Core & Main Inc-class A | +0.1% | NEW | 新建仓 |
| 30 | UFPT | Ufp Technologies Inc | +0.1% | NEW | 新建仓 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +3.07% | 加仓 |
| 32 | CMG | Chipotle Mexican Grill Inc | — | +5.51% | 加仓 |
| 33 | UBER | Uber Technologies Inc | -0.1% | -10.94% | 减仓 |
| 34 | TFPM | Triple Flag Precious Met | -0.1% | EXIT | 清仓 |
| 35 | OREUR | Osisko Gold Royalties LTD | -0.1% | EXIT | 清仓 |
| 36 | WPM | Wheaton Precious Metals CORP | -0.2% | -60.49% | 减仓 |
| 37 | ENB | Enbridge Inc | -0.2% | -35.75% | 减仓 |
| 38 | FNV | Franco-nevada CORP | -0.2% | -63.58% | 减仓 |
| 39 | PSA | Public Storage | -0.3% | +7.66% | 加仓 |
| 40 | ZTS | Zoetis Inc | -0.4% | -17.22% | 减仓 |
| 41 | GRMN | Garmin Ltd. | -0.5% | EXIT | 清仓 |
| 42 | MSFT | Microsoft CORP | -0.6% | -16.59% | 减仓 |
| 43 | AAPL | Apple Inc | -0.7% | -4.64% | 减仓 |
| 44 | ROL | Rollins Inc | -1.3% | -19.64% | 减仓 |
| 45 | CFR | Cullen/frost Bankers Inc | -1.4% | EXIT | 清仓 |
| 46 | MNST | Monster Beverage CORP | -1.6% | -34.74% | 减仓 |
| 47 | TXN | Texas Instruments Inc | -2.1% | EXIT | 清仓 |
| 48 | MRSH | Marsh & Mclennan Cos | -2.6% | EXIT | 清仓 |
| 49 | MA | Mastercard Inc - A | -2.6% | -46.01% | 减仓 |
| 50 | AMGN | Amgen Inc | -2.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Montrusco Bolton Investments Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$64.6亿，共申报了 75 个公开持股仓位。
在 Q2 2025 季度，Montrusco Bolton Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (9.3%)、NVDA (8.2%)、AMZN (6.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.3% 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
JPM
市值: US$4.9亿
本季最大获利了结 / 清仓标的
AMGN
前期市值: US$2.1亿
在 Q2 2025 季度中，Montrusco Bolton Investments Inc. 共进行了 50 项持仓异动，包含新建仓 18 个仓位、加仓 14 个仓位、减仓 11 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 JPM。 本季清仓仓位包含 AMGN。
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。