BO

Bank Of Montreal /can/

分散型投资策略趋势追踪型

申报总市值

US$2685.4亿

申报季度: 2026-03-31 · 持股只数: 13875

BANK OF MONTREAL /CAN/在最新一期 13F 报告中披露了 13875 项持股，申报期为 2026-03-31，总持股市值约为 US$2685.4亿，季度换手率为 27.1%。

机构性格雪花图

集中度
4.8
持仓稳定性
27.1
动能／逆势
77.63
行业集中度
46.26
多样化
100
仓位均衡度
38.62

近期动向

  • 减仓 XLF

    -98.9%　-US$69.6亿

  • 减仓 XLI

    -94.3%　-US$64.3亿

  • 减仓 META

    -38.4%　-US$36.5亿

  • 加仓 IWM

    +60.7%　US$16.0亿

  • 减仓 ORCL

    -62.7%　-US$16.4亿

  • 加仓 TLT

    +105.6%　US$12.7亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 3221 大持股（共 13875 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
1NVDANvidia CORP股票-科技4.91%+0.11%+1.92%
2RYRoyal Bank Of Canada股票-金融3.83%+0.15%+2.22%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.09%-0.11%-6.04%
4TDToronto-dominion Bank股票-金融2.70%+0.36%+8.23%
5AAPLApple INC股票-科技2.68%-0.29%-10.09%
6BURBurford Capital Limited股票-其他2.58%+0.46%+8.67%
7MSFTMicrosoft CORP股票-科技2.33%-0.10%+16.81%
8AMZNAmazon.com INC股票-周期性消费2.31%+0.43%+26.42%
9GOOGLAlphabet Inc-cl A股票-通信服务2.18%-0.10%-2.96%
10METAMeta Platforms Inc-class A股票-通信服务1.57%-1.15%-38.37%
11IWMIshares Russell 2000 ETFETF-中小型股1.57%+0.67%+60.66%
12BNSBank Of Nova Scotia股票-金融1.47%-0.05%-4.05%
13CMCan Imperial Bk Of Commerce股票-金融1.47%—-3.90%
14BMOBank Of Montreal股票-金融1.45%—-0.14%
15TRPTc Energy CORP股票-能源1.28%+0.33%+9.36%
16ENBEnbridge INC股票-能源1.18%+0.26%+5.04%
17CNQCanadian Natural Resources股票-能源1.18%+0.35%-8.23%
18AVGOBroadcom INC股票-科技1.15%-0.20%-12.04%
19TSLATesla INC股票-周期性消费1.12%-0.35%-14.32%
20GOOGAlphabet Inc-cl C股票-通信服务1.08%-0.21%-14.85%
21NFLXNetflix INC股票-通信服务1.08%+0.27%+21.06%
22TLTIshares 20+ Year Treasury BdETF-政府公债0.93%+0.51%+105.57%
23SUSuncor Energy INC股票-能源0.91%+0.34%+0.25%
24GDXVaneck Gold Miners ETFETF-避险与商品0.87%+0.21%+15.80%
25BNBrookfield CORP股票-金融0.83%-0.11%-7.64%
26AEMAgnico Eagle Mines LTD股票-原材料0.79%+0.23%+8.11%
27MFCManulife Financial CORP股票-金融0.75%—+0.68%
28VVisa Inc-class A Shares股票-金融0.70%+0.15%+39.08%
29IVVIshares Core S&p 500 ETFETF-大型股与成长0.67%—-0.15%
30JPMJpmorgan Chase & Co股票-金融0.62%-0.09%-10.59%
31SHOPShopify INC - Class A股票-科技0.59%-0.10%+8.53%
32PLTRPalantir Technologies Inc-a股票-科技0.58%-0.26%-21.77%
33CPCanadian Pacific Kansas City股票-工业0.58%—-5.69%
34WMTWalmart INC股票-非周期性消费0.58%—+2.05%
35IEFAIshares Core Msci Eafe ETFETF-其他0.56%+0.17%+32.16%
36AMDAdvanced Micro Devices股票-科技0.55%—-1.96%
37CNICanadian Natl Railway Co股票-工业0.54%—-0.81%
38BBarrick Mining CORP股票-原材料0.53%+0.16%+40.23%
39LLYEli Lilly & Co股票-医疗保健0.52%-0.09%-7.49%
40FTSFortis INC股票-公用事业0.52%—+0.10%
41COSTCostco Wholesale CORP股票-非周期性消费0.51%-0.08%-30.20%
42WCNWaste Connections INC股票-工业0.50%—-5.40%
43FNVFranco-nevada CORP股票-原材料0.47%—-2.35%
44PAVEGlobal X US InfrastructureETF-其他0.46%—-1.76%
45BRK-BBerkshire Hathaway Inc-cl B股票-其他0.45%—-11.42%
46MUMicron Technology INC股票-科技0.45%—+1.76%
47WPMWheaton Precious Metals CORP股票-原材料0.42%+0.13%+21.74%
48KRESs Spdr S&p Regional BankETF-其他0.42%+0.36%+499.75%
49JNJJohnson & Johnson股票-医疗保健0.41%—-13.10%
50MSMorgan Stanley股票-金融0.41%—-2.98%
1–50 of 3,221

本季持股变动

Bank Of Montreal /can/ 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 减仓: Ss Financial Select Sector (XLF) — 股数 -98.87%; 减仓: Ss Industrial Select Sector (XLI) — 股数 -94.25%; 减仓: Meta Platforms Inc-class A (META) — 股数 -38.37%.

Bank Of Montreal /can/ 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IWMIshares Russell 2000 ETF+0.7%+60.66%加仓
2TLTIshares 20+ Year Treasury Bd+0.5%+105.57%加仓
3BURBurford Capital Limited+0.5%+8.67%加仓
4AMZNAmazon.com INC+0.4%+26.42%加仓
5KRESs Spdr S&p Regional Bank+0.4%+499.75%加仓
6TDToronto-dominion Bank+0.4%+8.23%加仓
7CNQCanadian Natural Resources+0.4%-8.23%减仓
8SUSuncor Energy INC+0.3%+0.25%加仓
9TRPTc Energy CORP+0.3%+9.36%加仓
10NFLXNetflix INC+0.3%+21.06%加仓
11ENBEnbridge INC+0.3%+5.04%加仓
12AEMAgnico Eagle Mines LTD+0.2%+8.11%加仓
13GDXVaneck Gold Miners ETF+0.2%+15.80%加仓
14XLBSs Materials Select Sector+0.2%+4311.81%加仓
15IEFAIshares Core Msci Eafe ETF+0.2%+32.16%加仓
16BBarrick Mining CORP+0.2%+40.23%加仓
17RYRoyal Bank Of Canada+0.2%+2.22%加仓
18VVisa Inc-class A Shares+0.2%+39.08%加仓
19KBESs Spdr S&p Bank ETF+0.1%+286.01%加仓
20ESLTElbit Systems Ltd.+0.1%-0.98%减仓
21WPMWheaton Precious Metals CORP+0.1%+21.74%加仓
22NVDANvidia CORP+0.1%+1.92%加仓
23HTRBHartford Ttl Rtrn Bnd ETF+0.1%+68188.96%加仓
24BNSBank Of Nova Scotia-0.1%-4.05%减仓
25GSGoldman Sachs Group INC-0.1%-19.59%减仓
26COSTCostco Wholesale CORP-0.1%-30.20%减仓
27JPMJpmorgan Chase & Co-0.1%-10.59%减仓
28LLYEli Lilly & Co-0.1%-7.49%减仓
29SNOWSnowflake INC-0.1%-17.24%减仓
30MSTRStrategy INC-0.1%-24.83%减仓
31MSFTMicrosoft CORP-0.1%+16.81%加仓
32GOOGLAlphabet Inc-cl A-0.1%-2.96%减仓
33SHOPShopify INC - Class A-0.1%+8.53%加仓
34TRI4EURThomson Reuters CORP-0.1%-14.44%减仓
35SPYSs Spdr S&p 500 ETF Trust-us-0.1%-6.04%减仓
36BNBrookfield CORP-0.1%-7.64%减仓
37QSRRestaurant Brands Intern-0.1%-40.68%减仓
38CRWDCrowdstrike Holdings INC - A-0.1%-31.63%减仓
39FXIIshares China Large-cap ETF-0.2%-77.41%减仓
40AVGOBroadcom INC-0.2%-12.04%减仓
41GOOGAlphabet Inc-cl C-0.2%-14.85%减仓
42PLTRPalantir Technologies Inc-a-0.3%-21.77%减仓
43AAPLApple INC-0.3%-10.09%减仓
44TSLATesla INC-0.4%-14.32%减仓
45ORCLOracle CORP-0.6%-62.66%减仓
46METAMeta Platforms Inc-class A-1.2%-38.37%减仓
47XLISs Industrial Select Sector-2.2%-94.25%减仓
48XLFSs Financial Select Sector-2.4%-98.87%减仓
49AZNAstraZeneca PLC—NEW新建仓
50AZNNAstrazeneca Plc-spons Adr—EXIT清仓

FAQ

Bank Of Montreal /can/ 是什么机构？属于哪种投资人类型？
Bank Of Montreal /can/ 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2685.4亿，分布在 13875 个已申报仓位之中。
Bank Of Montreal /can/ 目前前几大持股有哪些？
根据最新 13F 申报，Bank Of Montreal /can/ 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$130.9亿 (4.9%) 2. Royal Bank Of Canada (RY) — US$102.2亿 (3.8%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$82.3亿 (3.1%) 4. Toronto-dominion Bank (TD) — US$72.1亿 (2.7%) 5. Apple INC (AAPL) — US$71.4亿 (2.7%)
Bank Of Montreal /can/ 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bank Of Montreal /can/ 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 23 个既有持股、减仓 25 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 减仓: Ss Financial Select Sector (XLF) — 股数 -98.87%; 减仓: Ss Industrial Select Sector (XLI) — 股数 -94.25%; 减仓: Meta Platforms Inc-class A (META) — 股数 -38.37%
Bank Of Montreal /can/ 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Bank Of Montreal /can/ 的主要板块分布如下： • Financials: 24.9% • Information Technology: 23.6% • Communication Services: 9.5% • Energy: 9.1% • Consumer Discretionary: 7.6% • Industrials: 7.6%