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: 0001426327
申报总市值
US$13.9亿
US$13.9亿
33 檔
39.6%
在 Q1 2026 申报期间，Scheer, Rowlett & Associates Investment Management Ltd.（CIK: 0001426327）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$13.9亿，共持有 33 个公开申报仓位。
在 Q1 2026，Scheer, Rowlett & Associates Investment Management Ltd. 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 1 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，Scheer, Rowlett & Associates Investment Management Ltd. 的前 5 大核心持股（包含 RY, TD, SU 等）合计占整体申报市值的 39.6%，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 | 12.10% | +2.73% | +2.18% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 9.18% | +2.26% | -14.12% | |
| 3 | SU | Suncor Energy Inc | 股票-能源 | 6.41% | -1.47% | -3.64% | |
| 4 | B | Barrick Mining CORP | 股票-原材料 | 6.02% | -0.65% | -12.83% | |
| 5 | CVE | Cenovus Energy Inc | 股票-能源 | 5.88% | -1.08% | -10.44% | |
| 6 | BMO | Bank Of Montreal | 股票-金融 | 5.81% | -0.14% | +28.34% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 5.70% | +0.25% | -3.71% | |
| 8 | CNI | Canadian Natl Railway Co | 股票-工业 | 5.43% | +0.81% | -3.72% | |
| 9 | TRP | Tc Energy CORP | 股票-能源 | 3.61% | -0.56% | -14.03% | |
| 10 | TU | Telus CORP | 股票-其他 | 2.98% | +0.09% | -3.77% | |
| 11 | RCI | Rogers Communications Inc-b | 股票-其他 | 2.88% | -0.47% | -15.24% | |
| 12 | FNV | Franco-nevada CORP | 股票-原材料 | 2.85% | -0.28% | +11.65% | |
| 13 | MFC | Manulife Financial CORP | 股票-金融 | 2.71% | +0.47% | -15.95% | |
| 14 | CNQ | Canadian Natural Resources | 股票-能源 | 2.67% | -0.84% | -3.76% | |
| 15 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 2.42% | -2.03% | +73.25% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 2.41% | -0.02% | -3.29% | |
| 17 | CP | Canadian Pacific Kansas City | 股票-工业 | 2.40% | +0.22% | -3.76% | |
| 18 | ATS | Ats CORP | 股票-其他 | 2.40% | +0.03% | -3.63% | |
| 19 | OR | Or Royalties Inc | 股票-其他 | 2.30% | -0.41% | -4.19% | |
| 20 | GIB | Cgi Inc | 股票-科技 | 2.02% | -0.26% | -2.84% | |
| 21 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 1.91% | -0.06% | -3.84% | |
| 22 | TFII | Tfi International Inc | 股票-其他 | 1.90% | +0.25% | -10.36% | |
| 23 | NTR | Nutrien LTD | 股票-原材料 | 1.56% | -0.08% | -37.22% | |
| 24 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 1.03% | +0.69% | -3.80% | |
| 25 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 1.03% | -1.03% | EXIT | |
| 26 | ASTL | Algoma Steel Group Inc | 股票-其他 | 0.95% | +0.18% | -3.87% | |
| 27 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.82% | +0.27% | — | |
| 28 | MGA | Magna International Inc | 股票-周期性消费 | 0.75% | -0.75% | EXIT | |
| 29 | MEOH | Methanex CORP | 股票-其他 | 0.70% | -0.70% | EXIT | |
| 30 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.62% | -0.62% | EXIT | |
| 31 | OTEX | Open Text CORP | 股票-其他 | 0.41% | -0.41% | EXIT | |
| 32 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.13% | +2.19% | -5.76% | |
| 33 | CNH | CNH Industrial N.V. | 股票-工业 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | +2.2% | -3.64% | 减仓 |
| 2 | CVE | Cenovus Energy Inc | +1.9% | -10.44% | 减仓 |
| 3 | BMO | Bank Of Montreal | +1.7% | +28.34% | 加仓 |
| 4 | AGI | Alamos Gold Inc-class A | +1.3% | +73.25% | 加仓 |
| 5 | CNQ | Canadian Natural Resources | +0.8% | -3.76% | 减仓 |
| 6 | FNV | Franco-nevada CORP | +0.8% | +11.65% | 加仓 |
| 7 | ENB | Enbridge Inc | +0.3% | -3.29% | 减仓 |
| 8 | CNI | Canadian Natl Railway Co | +0.3% | -3.72% | 减仓 |
| 9 | RY | Royal Bank Of Canada | +0.2% | +2.18% | 加仓 |
| 10 | CP | Canadian Pacific Kansas City | +0.2% | -3.76% | 减仓 |
| 11 | OR | Or Royalties Inc | +0.2% | -4.19% | 减仓 |
| 12 | QSR | Restaurant Brands Intern | +0.2% | -3.84% | 减仓 |
| 13 | TRP | Tc Energy CORP | +0.1% | -14.03% | 减仓 |
| 14 | TECK | Teck Resources Ltd-cls B | +0.1% | -3.79% | 减仓 |
| 15 | ATS | Ats CORP | +0.1% | -3.63% | 减仓 |
| 16 | AEM | Agnico Eagle Mines LTD | 0% | -5.76% | 减仓 |
| 17 | ASTL | Algoma Steel Group Inc | 0% | -3.87% | 减仓 |
| 18 | CNH | CNH Industrial N.V. | — | — | 不变 |
| 19 | TFII | Tfi International Inc | 0% | -10.36% | 减仓 |
| 20 | TU | Telus CORP | -0.1% | -3.77% | 减仓 |
| 21 | GIL | Gildan Activewear Inc | -0.1% | -3.80% | 减仓 |
| 22 | OTEX | Open Text CORP | -0.2% | -8.07% | 减仓 |
| 23 | RCI | Rogers Communications Inc-b | -0.3% | -15.24% | 减仓 |
| 24 | NTR | Nutrien LTD | -0.4% | -37.22% | 减仓 |
| 25 | GIB | Cgi Inc | -0.5% | -2.84% | 减仓 |
| 26 | MFC | Manulife Financial CORP | -0.5% | -15.95% | 减仓 |
| 27 | BN | Brookfield CORP | -0.7% | -3.71% | 减仓 |
| 28 | MGA | Magna International Inc | -0.8% | -54.80% | 减仓 |
| 29 | B | Barrick Mining CORP | -1% | -12.83% | 减仓 |
| 30 | TD | Toronto-dominion Bank | -1.1% | -14.12% | 减仓 |
| 31 | MEOH | Methanex CORP | -1.2% | -76.31% | 减仓 |
| 32 | BNS | Bank Of Nova Scotia | — | EXIT | 清仓 |
| 33 | DSGX | Descartes Systems Grp/the | — | NEW | 新建仓 |
| 34 | TRI4EUR | Thomson Reuters CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Scheer, Rowlett & Associates Investment Management Ltd. 在 Q1 2026 季度的美股持仓总市值约为 US$13.9亿，共申报了 33 个公开持股仓位。
在 Q1 2026 季度，Scheer, Rowlett & Associates Investment Management Ltd. 按市值排列的前三大核心持股分别为：RY (12.1%)、TD (9.2%)、SU (6.4%)。其中最大持股仓位 RY 占据整体投资组合约 12.1% 的权重。
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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
DSGX
市值: US$1136.9万
本季最大获利了结 / 清仓标的
BNS
前期市值: US$6936.5万
在 Q1 2026 季度中，Scheer, Rowlett & Associates Investment Management Ltd. 共进行了 33 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 26 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 DSGX。 本季清仓仓位包含 BNS。
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。
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