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: 0001476329
申报总市值
US$7.7亿
US$7.7亿
69 檔
29.7%
截至 Q4 2024 季度末，Nexus Investment Management ULC 的美股持仓估值约为 US$7.7亿，全数申报仓位共有 69 档。
在 Q4 2024，Nexus Investment Management ULC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 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，Nexus Investment Management ULC 的前 5 大核心持股（包含 RY, JPM, META 等）合计占整体申报市值的 29.7%，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 | RY | Royal Bank Of Canada | 股票-金融 | 5.40% | — | -4.78% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.77% | +0.03% | -6.74% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.62% | -0.56% | -14.12% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.02% | +0.74% | +0.28% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 3.95% | — | -1.67% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 3.88% | -0.44% | -4.12% | |
| 7 | CAE | Cae Inc | 股票-其他 | 3.76% | — | -0.26% | |
| 8 | BNS | Bank Of Nova Scotia | 股票-金融 | 3.74% | — | -3.01% | |
| 9 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 3.65% | — | -2.99% | |
| 10 | AEP | American Electric Power | 股票-公用事业 | 3.65% | -0.30% | -0.06% | |
| 11 | ROST | Ross Stores Inc | 股票-周期性消费 | 3.61% | -0.82% | -3.39% | |
| 12 | C | Citigroup Inc | 股票-金融 | 3.53% | +0.68% | -4.21% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -0.24% | -1.17% | |
| 14 | TU | Telus CORP | 股票-其他 | 3.01% | — | +1.76% | |
| 15 | GM | General Motors Co | 股票-周期性消费 | 2.94% | — | -8.92% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 2.91% | — | -4.11% | |
| 17 | KMX | Carmax Inc | 股票-周期性消费 | 2.87% | +0.47% | -7.12% | |
| 18 | CNI | Canadian Natl Railway Co | 股票-工业 | 2.82% | — | +541.96% | |
| 19 | TRP | Tc Energy CORP | 股票-能源 | 2.80% | — | -2.92% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 2.66% | -0.06% | +3.72% | |
| 21 | EOG | Eog Resources Inc | 股票-能源 | 2.41% | -0.71% | -0.96% | |
| 22 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.22% | -0.82% | -15.28% | |
| 23 | DG | Dollar General CORP | 股票-非周期性消费 | 2.17% | -0.51% | +1.86% | |
| 24 | PFE | Pfizer Inc | 股票-医疗保健 | 2.17% | -0.84% | +1.67% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.89% | +1.09% | +3.27% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 1.85% | — | +0.47% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 1.80% | -0.61% | +3.61% | |
| 28 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.78% | — | -0.50% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.06% | -2.12% | |
| 30 | MGA | Magna International Inc | 股票-周期性消费 | 1.66% | — | -15.26% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 1.66% | +0.43% | -27.47% | |
| 32 | CVE | Cenovus Energy Inc | 股票-能源 | 1.59% | — | -0.24% | |
| 33 | HON | Honeywell International Inc | 股票-工业 | 0.66% | -0.96% | EXIT | |
| 34 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.47% | — | +0.87% | |
| 35 | GLW | Corning Inc | 股票-科技 | 0.44% | -0.42% | -7.89% | |
| 36 | KR | Kroger Co | 股票-非周期性消费 | 0.29% | -0.13% | +0.36% | |
| 37 | SOBO | South Bow CORP | 股票-其他 | 0.28% | — | — | |
| 38 | PRAA | Pra Group Inc | 股票-其他 | 0.28% | — | -8.07% | |
| 39 | FTS | Fortis Inc | 股票-公用事业 | 0.26% | — | -26.26% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | -0.69% | — | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.24% | +0.02% | -12.54% | |
| 42 | FSV | Firstservice CORP | 股票-其他 | 0.21% | — | — | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.20% | -0.02% | — | |
| 44 | OTEX | Open Text CORP | 股票-其他 | 0.18% | — | — | |
| 45 | BN | Brookfield CORP | 股票-金融 | 0.16% | — | -4.50% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.14% | +0.02% | -20.15% | |
| 47 | CNQ | Canadian Natural Resources | 股票-能源 | 0.12% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | -0.01% | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.10% | -0.04% | -0.75% | |
| 50 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.09% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CNI | Canadian Natl Railway Co | +2.3% | +541.96% | 加仓 |
| 2 | CAE | Cae Inc | +1% | -0.26% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +0.28% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -6.74% | 减仓 |
| 5 | C | Citigroup Inc | +0.3% | -4.21% | 减仓 |
| 6 | CSCO | Cisco Systems Inc | +0.3% | -4.12% | 减仓 |
| 7 | SOBO | South Bow CORP | +0.3% | NEW | 新建仓 |
| 8 | GM | General Motors Co | +0.3% | -8.92% | 减仓 |
| 9 | V | Visa Inc-class A Shares | +0.2% | -2.12% | 减仓 |
| 10 | HON | Honeywell International Inc | +0.1% | +5.00% | 加仓 |
| 11 | CM | Can Imperial Bk Of Commerce | 0% | +0.87% | 加仓 |
| 12 | EOG | Eog Resources Inc | 0% | -0.96% | 减仓 |
| 13 | KR | Kroger Co | 0% | +0.36% | 加仓 |
| 14 | KMX | Carmax Inc | — | -7.12% | 减仓 |
| 15 | GLW | Corning Inc | 0% | -7.89% | 减仓 |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | -20.15% | 减仓 |
| 17 | SU | Suncor Energy Inc | 0% | +0.47% | 加仓 |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | — | 不变 |
| 19 | COST | Costco Wholesale CORP | 0% | EXIT | 清仓 |
| 20 | EIX | Edison International | 0% | EXIT | 清仓 |
| 21 | RCI | Rogers Communications Inc-b | 0% | EXIT | 清仓 |
| 22 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 23 | ROST | Ross Stores Inc | 0% | -3.39% | 减仓 |
| 24 | OTEX | Open Text CORP | 0% | — | 不变 |
| 25 | MSFT | Microsoft CORP | 0% | -1.17% | 减仓 |
| 26 | PRAA | Pra Group Inc | 0% | -8.07% | 减仓 |
| 27 | DHR | Danaher CORP | 0% | — | 不变 |
| 28 | PBA | Pembina Pipeline CORP | 0% | EXIT | 清仓 |
| 29 | UNP | Union Pacific CORP | -0.1% | -12.54% | 减仓 |
| 30 | UPS | United Parcel Service-cl B | -0.1% | +3.72% | 加仓 |
| 31 | TXN | Texas Instruments Inc | -0.1% | +3.27% | 加仓 |
| 32 | TRP | Tc Energy CORP | -0.1% | -2.92% | 减仓 |
| 33 | BMO | Bank Of Montreal | -0.1% | -76.27% | 减仓 |
| 34 | BNS | Bank Of Nova Scotia | -0.1% | -3.01% | 减仓 |
| 35 | PFE | Pfizer Inc | -0.1% | +1.67% | 加仓 |
| 36 | GILD | Gilead Sciences Inc | -0.1% | -15.28% | 减仓 |
| 37 | FTS | Fortis Inc | -0.1% | -26.26% | 减仓 |
| 38 | VZ | Verizon Communications Inc | -0.1% | -63.65% | 减仓 |
| 39 | MDT | Medtronic plc | -0.1% | +3.61% | 加仓 |
| 40 | CVE | Cenovus Energy Inc | -0.1% | -0.24% | 减仓 |
| 41 | DG | Dollar General CORP | -0.2% | +1.86% | 加仓 |
| 42 | MS | Morgan Stanley | -0.2% | -27.47% | 减仓 |
| 43 | MGA | Magna International Inc | -0.2% | -15.26% | 减仓 |
| 44 | AEP | American Electric Power | -0.3% | -0.06% | 减仓 |
| 45 | RY | Royal Bank Of Canada | -0.4% | -4.78% | 减仓 |
| 46 | BIP | Brookfield Infrastructure Partners L.P. | -0.4% | -2.99% | 减仓 |
| 47 | META | Meta Platforms Inc-class A | -0.5% | -14.12% | 减仓 |
| 48 | TU | Telus CORP | -0.6% | +1.76% | 加仓 |
| 49 | CVS | Cvs Health CORP | -0.7% | -0.50% | 减仓 |
| 50 | TD | Toronto-dominion Bank | -0.8% | -1.67% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Nexus Investment Management ULC 在 Q4 2024 季度的美股持仓总市值约为 US$7.7亿，共申报了 69 个公开持股仓位。
在 Q4 2024 季度，Nexus Investment Management ULC 按市值排列的前三大核心持股分别为：RY (5.4%)、JPM (4.8%)、META (4.6%)。其中最大持股仓位 RY 占据整体投资组合约 5.4% 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
SOBO
市值: US$281.0万
本季最大获利了结 / 清仓标的
PBA
前期市值: US$41.3万
在 Q4 2024 季度中，Nexus Investment Management ULC 共进行了 46 项持仓异动，包含新建仓 1 个仓位、加仓 12 个仓位、减仓 29 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SOBO。 本季清仓仓位包含 PBA。
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。