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: 0002033536
申报总市值
US$43.0亿
US$43.0亿
500 檔
15.0%
Q3 2025 季度申报显示，Northwest & Ethical Investments L.P. 披露的美股组合总市值为 US$43.0亿，涵盖 500 个不同之权益投资仓位。
Northwest & Ethical Investments L.P. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 29 个全新仓位及加仓 84 档持股的同时，亦同步清仓 27 档并减仓 59 档标的。
在资产配置集中度方面，Northwest & Ethical Investments L.P. 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 15.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 500 只）
| # | 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 | 5.91% | -0.09% | +1.92% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.41% | -4.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.24% | +2.51% | |
| 4 | RY | Royal Bank Of Canada | 股票-金融 | 1.77% | +0.39% | +2.02% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.68% | — | +22.03% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.67% | +0.45% | +14.95% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.45% | -13.96% | |
| 8 | LIN | Linde plc | 股票-原材料 | 1.36% | -0.25% | — | |
| 9 | A | Agilent Technologies Inc | 股票-医疗保健 | 1.36% | +0.04% | +4.48% | |
| 10 | TD | Toronto-dominion Bank | 股票-金融 | 1.32% | +0.26% | -2.85% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | -0.10% | -3.32% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.04% | +9.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | -0.46% | +8.41% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | -0.41% | +40.18% | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 0.97% | +0.06% | -0.49% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | +0.02% | +2.23% | |
| 17 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.87% | -0.65% | +190.75% | |
| 18 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.85% | +0.09% | +1.49% | |
| 19 | INTU | Intuit Inc | 股票-科技 | 0.85% | -0.33% | +1.73% | |
| 20 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.83% | -0.25% | +14.58% | |
| 21 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.82% | +0.04% | +9.36% | |
| 22 | APTV | Aptiv PLC | 股票-周期性消费 | 0.82% | -0.13% | +81.34% | |
| 23 | WM | Waste Management Inc | 股票-工业 | 0.81% | -0.06% | +3.97% | |
| 24 | FNV | Franco-nevada CORP | 股票-原材料 | 0.81% | -0.22% | +0.84% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.79% | +0.06% | +22.13% | |
| 26 | XYL | Xylem Inc | 股票-工业 | 0.79% | -0.17% | — | |
| 27 | GIB | Cgi Inc | 股票-科技 | 0.78% | +0.09% | +8.15% | |
| 28 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.78% | — | — | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 0.77% | -0.12% | +0.60% | |
| 30 | VLTO | Veralto CORP | 股票-工业 | 0.77% | +0.07% | +19.75% | |
| 31 | SLF | Sun Life Financial Inc | 股票-金融 | 0.76% | +0.11% | -19.62% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | +0.26% | — | |
| 33 | BN | Brookfield CORP | 股票-金融 | 0.76% | -0.03% | +7.12% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.75% | -0.06% | -16.79% | |
| 35 | HUBB | Hubbell Inc | 股票-工业 | 0.75% | -0.25% | +0.41% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.73% | -0.08% | +5.35% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.11% | +0.88% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.73% | -0.05% | -5.63% | |
| 39 | SNPS | Synopsys Inc | 股票-科技 | 0.73% | +0.07% | +6.57% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | +0.12% | — | |
| 41 | AZO | Autozone Inc | 股票-周期性消费 | 0.69% | -0.12% | -3.68% | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.67% | -0.07% | -13.18% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.65% | — | — | |
| 44 | MRVL | Marvell Technology Inc | 股票-科技 | 0.63% | -0.01% | +20.45% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.60% | -0.05% | +0.65% | |
| 46 | RSG | Republic Services Inc | 股票-工业 | 0.60% | -0.06% | +11.97% | |
| 47 | EBAY | Ebay Inc | 股票-周期性消费 | 0.60% | -0.66% | -27.98% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | +0.03% | +15.42% | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.59% | -0.38% | +92.32% | |
| 50 | AEP | American Electric Power | 股票-公用事业 | 0.56% | +0.05% | -2.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -4.53% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1% | +1.92% | 加仓 |
| 3 | ZTS | Zoetis Inc | +0.8% | +190.75% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +14.95% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | -13.96% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +8.41% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -5.63% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.5% | +92.32% | 加仓 |
| 9 | APTV | Aptiv PLC | +0.5% | +81.34% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +218.13% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +22.03% | 加仓 |
| 12 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | — | 加仓 |
| 13 | ROP | Roper Technologies Inc | +0.3% | +40.38% | 加仓 |
| 14 | VLTO | Veralto CORP | +0.3% | +19.75% | 加仓 |
| 15 | RCI | Rogers Communications Inc-b | +0.2% | +29.06% | 加仓 |
| 16 | AAPL | Apple Inc | +0.2% | +2.51% | 加仓 |
| 17 | RY | Royal Bank Of Canada | +0.2% | +2.02% | 加仓 |
| 18 | BAC | Bank Of America CORP | +0.2% | +2.23% | 加仓 |
| 19 | FNV | Franco-nevada CORP | +0.2% | +0.84% | 加仓 |
| 20 | NOW | Servicenow Inc | +0.2% | +5.35% | 加仓 |
| 21 | BNS | Bank Of Nova Scotia | +0.2% | +2.46% | 加仓 |
| 22 | ADI | Analog Devices Inc | +0.2% | +1.44% | 加仓 |
| 23 | PFE | Pfizer Inc | +0.2% | -7.73% | 加仓 |
| 24 | MRVL | Marvell Technology Inc | +0.2% | +20.45% | 加仓 |
| 25 | MSI | Motorola Solutions Inc | +0.2% | +555.66% | 加仓 |
| 26 | HD | Home Depot Inc | +0.2% | -0.44% | 加仓 |
| 27 | RNR | RenaissanceRe Holdings Ltd. | +0.2% | — | 加仓 |
| 28 | DOO | Brp Inc/ca- Sub Voting | +0.2% | -11.78% | 加仓 |
| 29 | A | Agilent Technologies Inc | +0.1% | +4.48% | 加仓 |
| 30 | AOS | Smith (a.o.) CORP | +0.1% | +45.24% | 加仓 |
| 31 | SPGI | S&p Global Inc | +0.1% | +12.44% | 加仓 |
| 32 | AQN | Algonquin Power & Utilities | +0.1% | +31.78% | 加仓 |
| 33 | UNP | Union Pacific CORP | +0.1% | +40.18% | 加仓 |
| 34 | SHOP | Shopify Inc - Class A | +0.1% | -13.18% | 减仓 |
| 35 | FAST | Fastenal Co | +0.1% | +1.26% | 加仓 |
| 36 | CM | Can Imperial Bk Of Commerce | +0.1% | +14.31% | 加仓 |
| 37 | QCOM | Qualcomm Inc | +0.1% | -6.04% | 加仓 |
| 38 | AXP | American Express Co | +0.1% | +41.87% | 加仓 |
| 39 | EXC | Exelon CORP | +0.1% | +8.87% | 加仓 |
| 40 | JNJ | Johnson & Johnson | +0.1% | -8.78% | 加仓 |
| 41 | ETN | Eaton Corporation plc | +0.1% | +65.52% | 加仓 |
| 42 | CPRT | Copart Inc | +0.1% | -2.07% | 加仓 |
| 43 | AME | Ametek Inc | +0.1% | +1.78% | 加仓 |
| 44 | PBA | Pembina Pipeline CORP | +0.1% | +29.80% | 加仓 |
| 45 | META | Meta Platforms Inc-class A | +0.1% | -3.32% | 减仓 |
| 46 | HUBB | Hubbell Inc | +0.1% | +0.41% | 减仓 |
| 47 | MGA | Magna International Inc | +0.1% | -0.02% | 加仓 |
| 48 | BKNG | Booking Holdings Inc | +0.1% | +13.02% | 加仓 |
| 49 | TFII | Tfi International Inc | +0.1% | +23.28% | 加仓 |
| 50 | C | Citigroup Inc | +0.1% | +58.12% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Northwest & Ethical Investments L.P. 在 Q3 2025 季度的美股持仓总市值约为 US$43.0亿，共申报了 500 个公开持股仓位。
在 Q3 2025 季度，Northwest & Ethical Investments L.P. 按市值排列的前三大核心持股分别为：MSFT (5.9%)、NVDA (3.3%)、AAPL (2.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.9% 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
SPY
市值: US$3224.3万
本季最大获利了结 / 清仓标的
MTD
前期市值: US$2440.2万
在 Q3 2025 季度中，Northwest & Ethical Investments L.P. 共进行了 199 项持仓异动，包含新建仓 29 个仓位、加仓 84 个仓位、减仓 59 个仓位以及清仓 27 个仓位。 其中最大新建仓标的为 SPY。 本季清仓仓位包含 MTD。
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。