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: 0001938757
申报总市值
US$7.4亿
US$7.4亿
144 檔
13.9%
截至 Q4 2024 季度末，Triasima Portfolio Management inc. 的美股持仓估值约为 US$7.4亿，全数申报仓位共有 144 档。
在 Q4 2024，Triasima Portfolio Management inc. 操作展现出积极扩展与加仓意向。本季共新建仓 29 个新仓位，并对 3 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，Triasima Portfolio Management inc. 的前 5 大核心持股（包含 RY, BN, CM 等）合计占整体申报市值的 13.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
ANET
市值: US$867.5万
本季最大获利了结 / 清仓标的
EGO
前期市值: US$909.4万
| # | 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 | 7.14% | +0.97% | -2.41% | |
| 2 | BN | Brookfield CORP | 股票-金融 | 4.32% | -0.26% | -9.80% | |
| 3 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.09% | +0.49% | -10.69% | |
| 4 | KGC | Kinross Gold CORP | 股票-原材料 | 2.70% | -1.21% | -12.28% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.67% | +0.17% | +101.85% | |
| 6 | TRP | Tc Energy CORP | 股票-能源 | 2.42% | +0.42% | NEW | |
| 7 | MFC | Manulife Financial CORP | 股票-金融 | 2.25% | +0.14% | -10.49% | |
| 8 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 2.13% | -1.03% | -3.30% | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 2.03% | +0.65% | -10.25% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.04% | -5.83% | |
| 11 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.95% | +0.41% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.90% | +0.24% | +9.91% | |
| 13 | RACE | Ferrari N.V. | 股票-周期性消费 | 1.80% | — | +8.52% | |
| 14 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.70% | — | -22.59% | |
| 15 | ANET | Arista Networks Inc | 股票-科技 | 1.68% | +0.05% | — | |
| 16 | CLS | Celestica Inc | 股票-科技 | 1.67% | — | -16.53% | |
| 17 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.64% | — | -6.37% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.60% | -1.96% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.18% | +0.82% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | +0.10% | +30.76% | |
| 21 | ARES | Ares Management CORP - A | 股票-金融 | 1.51% | — | +3.74% | |
| 22 | WCN | Waste Connections Inc | 股票-工业 | 1.22% | — | -3.92% | |
| 23 | HUBB | Hubbell Inc | 股票-工业 | 1.12% | — | +2.49% | |
| 24 | IMO | Imperial Oil LTD | 股票-能源 | 1.11% | -0.67% | -15.40% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.11% | -0.21% | +10.28% | |
| 26 | ENB | Enbridge Inc | 股票-能源 | 1.09% | +0.11% | -0.62% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.15% | +3.48% | |
| 28 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.04% | — | +23.60% | |
| 29 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.95% | -0.09% | EXIT | |
| 30 | AXON | Axon Enterprise Inc | 股票-工业 | 0.95% | — | — | |
| 31 | RBA | Rb Global Inc | 股票-工业 | 0.94% | — | -4.58% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.91% | — | +1.10% | |
| 33 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.87% | — | -7.65% | |
| 34 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.84% | -0.46% | +12.79% | |
| 35 | AFL | Aflac Inc | 股票-金融 | 0.83% | — | +3.61% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | +0.75% | — | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | — | |
| 38 | GEV | GE Vernova Inc | 股票-工业 | 0.79% | — | -22.56% | |
| 39 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.78% | — | — | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.78% | — | — | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.77% | +0.11% | +25.57% | |
| 42 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.76% | — | +62.39% | |
| 43 | IT | Gartner Inc | 股票-科技 | 0.72% | — | — | |
| 44 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.71% | — | — | |
| 45 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.71% | -0.03% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | — | -33.70% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.68% | +0.35% | — | |
| 48 | KEY | Keycorp | 股票-金融 | 0.67% | — | +107.66% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | — | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 0.65% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.7% | NEW | 新建仓 |
| 2 | SHOP | Shopify Inc - Class A | +1.6% | NEW | 新建仓 |
| 3 | BNS | Bank Of Nova Scotia | +1.1% | +101.85% | 加仓 |
| 4 | MELI | Mercadolibre Inc | +1% | NEW | 新建仓 |
| 5 | AXON | Axon Enterprise Inc | +1% | NEW | 新建仓 |
| 6 | LLY | Eli Lilly & Co | +0.8% | NEW | 新建仓 |
| 7 | V | Visa Inc-class A Shares | +0.8% | NEW | 新建仓 |
| 8 | IBN | Icici Bank Ltd-spon Adr | +0.8% | NEW | 新建仓 |
| 9 | NOW | Servicenow Inc | +0.8% | NEW | 新建仓 |
| 10 | IT | Gartner Inc | +0.7% | NEW | 新建仓 |
| 11 | AVB | Avalonbay Communities Inc | +0.7% | NEW | 新建仓 |
| 12 | PWR | Quanta Services Inc | +0.7% | NEW | 新建仓 |
| 13 | CHRW | C.h. Robinson Worldwide Inc | +0.7% | NEW | 新建仓 |
| 14 | COST | Costco Wholesale CORP | +0.6% | NEW | 新建仓 |
| 15 | MRVL | Marvell Technology Inc | +0.6% | NEW | 新建仓 |
| 16 | VERX | Vertex Inc - Class A | +0.6% | NEW | 新建仓 |
| 17 | IRM | Iron Mountain Inc | +0.6% | NEW | 新建仓 |
| 18 | PAAS | Pan American Silver CORP | +0.6% | NEW | 新建仓 |
| 19 | PANW | Palo Alto Networks Inc | +0.6% | NEW | 新建仓 |
| 20 | PYPL | Paypal Holdings Inc | +0.6% | NEW | 新建仓 |
| 21 | FSV | Firstservice CORP | +0.6% | NEW | 新建仓 |
| 22 | AVGO | Broadcom Inc | +0.5% | +30.76% | 加仓 |
| 23 | REGN | Regeneron Pharmaceuticals | +0.5% | NEW | 新建仓 |
| 24 | CCJ | Cameco CORP | +0.5% | NEW | 新建仓 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | NEW | 新建仓 |
| 26 | MUSA | Murphy USA Inc | +0.4% | NEW | 新建仓 |
| 27 | AER | AerCap Holdings N.V. | +0.4% | NEW | 新建仓 |
| 28 | MMYT | MakeMyTrip Limited | +0.4% | NEW | 新建仓 |
| 29 | CP | Canadian Pacific Kansas City | +0.4% | NEW | 新建仓 |
| 30 | MSI | Motorola Solutions Inc | +0.4% | NEW | 新建仓 |
| 31 | ADSK | Autodesk Inc | +0.4% | NEW | 新建仓 |
| 32 | CLS | Celestica Inc | +0.4% | -16.53% | 减仓 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.91% | 加仓 |
| 34 | AMT | American Tower CORP | -0.5% | -37.12% | 减仓 |
| 35 | ABX | Barrick Gold CORP | -0.6% | EXIT | 清仓 |
| 36 | AMGN | Amgen Inc | -0.6% | -62.71% | 减仓 |
| 37 | IMO | Imperial Oil LTD | -0.6% | -15.40% | 减仓 |
| 38 | AQN | Algonquin Power & Utilities | -0.6% | -96.34% | 减仓 |
| 39 | BCE | Bce Inc | -0.7% | EXIT | 清仓 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.8% | -82.73% | 减仓 |
| 41 | CNQ | Canadian Natural Resources | -0.8% | -10.25% | 减仓 |
| 42 | COR | Cencora Inc | -0.9% | EXIT | 清仓 |
| 43 | KGC | Kinross Gold CORP | -0.9% | -12.28% | 减仓 |
| 44 | TRI4EUR | Thomson Reuters CORP | -1% | -22.59% | 减仓 |
| 45 | BCBUSD | Primo Water CORP | -1.1% | EXIT | 清仓 |
| 46 | PBA | Pembina Pipeline CORP | -1.3% | -22.17% | 减仓 |
| 47 | ANETEUR | Arista Networks Inc | -1.4% | EXIT | 清仓 |
| 48 | RY | Royal Bank Of Canada | -1.6% | -2.41% | 减仓 |
| 49 | TD | Toronto-dominion Bank | -1.8% | -95.93% | 减仓 |
| 50 | EGO | Eldorado Gold CORP | -2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Triasima Portfolio Management inc. 在 Q4 2024 季度的美股持仓总市值约为 US$7.4亿，共申报了 144 个公开持股仓位。
在 Q4 2024 季度，Triasima Portfolio Management inc. 按市值排列的前三大核心持股分别为：RY (7.1%)、BN (4.3%)、CM (3.1%)。其中最大持股仓位 RY 占据整体投资组合约 7.1% 的权重。
在 Q4 2024 季度中，Triasima Portfolio Management inc. 共进行了 50 项持仓异动，包含新建仓 29 个仓位、加仓 3 个仓位、减仓 12 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 EGO。
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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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。
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。