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
73 檔
44.8%
截至 Q4 2025 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 73 档。
在 Q4 2025，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 26 个仓位并完全清仓 8 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, GOOGL 等）合计占整体申报市值的 44.8%，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 | 9.46% | -0.90% | -6.10% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.01% | -1.19% | -4.98% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.64% | +0.08% | -12.21% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.96% | +0.23% | -10.28% | |
| 5 | WCN | Waste Connections Inc | 股票-工业 | 4.96% | -1.82% | +4.11% | |
| 6 | DHR | Danaher CORP | 股票-医疗保健 | 4.01% | -0.58% | -10.36% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.90% | -0.70% | -26.59% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.67% | -0.64% | -15.90% | |
| 9 | ZTS | Zoetis Inc | 股票-医疗保健 | 3.33% | -1.66% | +256.73% | |
| 10 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 3.32% | -0.03% | +3.73% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 3.24% | +0.08% | -25.62% | |
| 12 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 2.72% | -0.43% | +9.26% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.69% | -0.34% | -14.96% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.67% | +0.15% | +24.01% | |
| 15 | SNPS | Synopsys Inc | 股票-科技 | 2.59% | -0.25% | -15.93% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.50% | +0.22% | -1.31% | |
| 17 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 2.37% | -0.61% | -18.03% | |
| 18 | VLO | Valero Energy CORP | 股票-能源 | 2.23% | -0.93% | -12.32% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 2.06% | -0.45% | -17.36% | |
| 20 | PSA | Public Storage | 股票-房地产 | 2.00% | +0.10% | -10.63% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.53% | -1.71% | EXIT | |
| 22 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.46% | +0.21% | -23.83% | |
| 23 | APG | Api Group CORP | 股票-工业 | 1.44% | -0.12% | +110.83% | |
| 24 | ROL | Rollins Inc | 股票-周期性消费 | 1.35% | — | -48.97% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.34% | — | -12.33% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 1.30% | +2.36% | -35.72% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | +0.89% | — | |
| 28 | FTNT | Fortinet Inc | 股票-科技 | 1.22% | — | -0.66% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.61% | +6.48% | |
| 30 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.80% | -0.30% | +28.49% | |
| 31 | RY | Royal Bank Of Canada | 股票-金融 | 0.61% | +0.13% | -17.59% | |
| 32 | GIB | Cgi Inc | 股票-科技 | 0.60% | -0.08% | +10.82% | |
| 33 | TD | Toronto-dominion Bank | 股票-金融 | 0.44% | +0.08% | -23.11% | |
| 34 | TFII | Tfi International Inc | 股票-其他 | 0.39% | +0.08% | +12.12% | |
| 35 | FSV | Firstservice CORP | 股票-其他 | 0.37% | +0.01% | +89.41% | |
| 36 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.36% | -0.15% | -11.71% | |
| 37 | BMO | Bank Of Montreal | 股票-金融 | 0.34% | +0.05% | -8.23% | |
| 38 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.29% | -0.13% | -16.86% | |
| 39 | SU | Suncor Energy Inc | 股票-能源 | 0.27% | -0.24% | -14.95% | |
| 40 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.25% | -0.06% | EXIT | |
| 41 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.24% | +0.04% | -1.10% | |
| 42 | DOO | Brp Inc/ca- Sub Voting | 股票-其他 | 0.24% | +0.01% | -15.33% | |
| 43 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.24% | -0.04% | -4.86% | |
| 44 | RBA | Rb Global Inc | 股票-工业 | 0.22% | — | -9.41% | |
| 45 | CAE | Cae Inc | 股票-其他 | 0.21% | -0.03% | — | |
| 46 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.21% | — | +50.62% | |
| 47 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.21% | +0.04% | -2.25% | |
| 48 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 0.19% | -0.03% | +1.61% | |
| 49 | CBZ | Cbiz Inc | 股票-其他 | 0.19% | +0.03% | +6.61% | |
| 50 | ERO | Ero Copper CORP | 股票-其他 | 0.18% | — | -33.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +2.3% | +256.73% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | -12.21% | 减仓 |
| 3 | APG | Api Group CORP | +0.9% | +110.83% | 加仓 |
| 4 | MNST | Monster Beverage CORP | +0.7% | +3.73% | 加仓 |
| 5 | MA | Mastercard Inc - A | +0.7% | +24.01% | 加仓 |
| 6 | WCN | Waste Connections Inc | +0.5% | +4.11% | 加仓 |
| 7 | DHR | Danaher CORP | +0.4% | -10.36% | 减仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.31% | 减仓 |
| 9 | WMT | Walmart Inc | +0.2% | +6.48% | 加仓 |
| 10 | FSV | Firstservice CORP | +0.2% | +89.41% | 加仓 |
| 11 | TSCO | Tractor Supply Company | +0.1% | +28.49% | 加仓 |
| 12 | TFII | Tfi International Inc | +0.1% | +12.12% | 加仓 |
| 13 | GIB | Cgi Inc | +0.1% | +10.82% | 加仓 |
| 14 | NVDA | Nvidia CORP | +0.1% | -4.98% | 减仓 |
| 15 | DSGX | Descartes Systems Grp/the | +0.1% | +50.62% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | -10.28% | 减仓 |
| 17 | EXK | Endeavour Silver CORP | +0.1% | +15.47% | 加仓 |
| 18 | FTNT | Fortinet Inc | 0% | -0.66% | 减仓 |
| 19 | TD | Toronto-dominion Bank | 0% | -23.11% | 减仓 |
| 20 | WPM | Wheaton Precious Metals CORP | 0% | -16.86% | 减仓 |
| 21 | AEM | Agnico Eagle Mines LTD | 0% | -11.71% | 减仓 |
| 22 | SLF | Sun Life Financial Inc | -0.1% | -32.75% | 减仓 |
| 23 | AAPL | Apple Inc | -0.1% | -14.96% | 减仓 |
| 24 | ADBE | Adobe Inc | -0.1% | -12.33% | 减仓 |
| 25 | SHW | Sherwin-williams Co/the | -0.1% | -7.65% | 减仓 |
| 26 | LRCX | Lam Research CORP | -0.2% | -35.72% | 减仓 |
| 27 | ENB | Enbridge Inc | -0.2% | -71.39% | 减仓 |
| 28 | IDXX | Idexx Laboratories Inc | -0.2% | -23.83% | 减仓 |
| 29 | VLO | Valero Energy CORP | -0.3% | -12.32% | 减仓 |
| 30 | PSA | Public Storage | -0.3% | -10.63% | 减仓 |
| 31 | SNPS | Synopsys Inc | -0.4% | -15.93% | 减仓 |
| 32 | CMG | Chipotle Mexican Grill Inc | -0.5% | -18.03% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.7% | -6.10% | 减仓 |
| 34 | UBER | Uber Technologies Inc | -0.8% | -17.36% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.9% | -15.90% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | -1% | -26.59% | 减仓 |
| 37 | ROL | Rollins Inc | -1% | -48.97% | 减仓 |
| 38 | BLK | Blackrock Inc | -1.2% | -25.62% | 减仓 |
| 39 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 40 | LLY | Eli Lilly & Co | — | EXIT | 清仓 |
| 41 | SYY | Sysco CORP | — | EXIT | 清仓 |
| 42 | ORLA | Orla Mining LTD | — | NEW | 新建仓 |
| 43 | OR | Or Royalties Inc | — | EXIT | 清仓 |
| 44 | USAS | Americas Gold And Silver Cor | — | EXIT | 清仓 |
| 45 | NGDN | New Gold Inc | — | EXIT | 清仓 |
| 46 | CCJ | Cameco CORP | — | NEW | 新建仓 |
| 47 | NFLX | Netflix Inc | — | EXIT | 清仓 |
| 48 | TU | Telus CORP | — | EXIT | 清仓 |
| 49 | OTEX | Open Text CORP | — | NEW | 新建仓 |
| 50 | BIP | Brookfield Infrastructure Partners L.P. | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Montrusco Bolton Investments Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$64.6亿，共申报了 73 个公开持股仓位。
在 Q4 2025 季度，Montrusco Bolton Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (9.5%)、NVDA (9.0%)、GOOGL (6.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.5% 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
AVGO
市值: US$9889.5万
本季最大获利了结 / 清仓标的
LLY
前期市值: US$5370.7万
在 Q4 2025 季度中，Montrusco Bolton Investments Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 12 个仓位、减仓 26 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 LLY。
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。