FC
Fiera Capital Corp
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$292.3亿
申报季度: 2026-03-31 · 持股只数: 684
Fiera Capital Corp在最新一期 13F 报告中披露了 684 项持股，申报期为 2026-03-31，总持股市值约为 US$292.3亿，季度换手率为 22.2%。
机构性格雪花图
- 集中度
- 7.65
- 持仓稳定性
- 22.16
- 动能／逆势
- 100
- 行业集中度
- 47.37
- 多样化
- 100
- 仓位均衡度
- 73.73
近期动向
减仓 ORCL
-99.4% -US$5.0亿
减仓 MSFT
+1.2% -US$3.5亿
减仓 HDB
-66.1% -US$2.4亿
加仓 LIN
+80.6% US$2.0亿
加仓 CNQ
+243.0% US$1.7亿
加仓 SU
+146.6% US$1.6亿
持仓地图
新建仓加仓不变减仓
机构博弈推演
核心意图
本季度策略重心清晰转向动量因子轮动，系统性减持估值高位的大科技权重，同步加仓能源与工业板块。四百一十二只标的的宽基篮子里，HHI仅0.019，换手率22%，机构明确放弃个股α狩猎，纯粹依靠资金面趋势博弈β收益。ORCL仓位从1.59%断崖式砍至0.01%，GOOGL同步降档，建仓与减仓节奏完全贴合动量指标打分。
基本面与宏观布局
宏观底仓押注的是“高利率维持+周期复苏”的双线逻辑：金融板块以22.38%的绝对权重占据核心，CNQ和SU单季大幅追加，直接定价北美能源供给刚性。动量与反兼顾分高达100，说明策略完全跟随趋势右侧资金流向，不做左侧逆势抄底。反向逻辑则认为科技龙头仍具备估值扩张能力，此次减持仅为市值管理的正常再平衡。
潜在盲点
412只标的的极度分散导致单一个股驱动失效，高换手率在面对因子共振切换将转化为显著的交易损耗。金融与工业板块合计近四成仓位，若长端利率快速下行或信用利差倒挂，动量链条会迅速断裂，四百多档股票的对敲调仓将引发流动性踩踏。
以上内容由 AI 根据公开申报资料自动生成，仅为历史数据摘要，不构成投资建议。
前十大持股占比
本季完整持股清单
仅显示前 412 大持股（共 684 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.02% | +0.22% | -13.50% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.54% | -0.51% | -7.66% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | -0.81% | +1.24% | |
| 4 | MCO | Moody's CORP | 股票-金融 | 3.52% | -0.32% | -0.65% | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 3.20% | — | +10.58% | |
| 6 | AZO | Autozone INC | 股票-周期性消费 | 3.02% | +0.11% | -3.55% | |
| 7 | CME | Cme Group INC | 股票-金融 | 2.72% | +0.44% | +1.95% | |
| 8 | TJX | Tjx Companies INC | 股票-周期性消费 | 2.58% | — | -4.20% | |
| 9 | RY | Royal Bank Of Canada | 股票-金融 | 2.33% | -0.12% | -7.03% | |
| 10 | CNI | Canadian Natl Railway Co | 股票-工业 | 2.18% | — | -6.87% | |
| 11 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.95% | — | +0.25% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.87% | +0.26% | -8.87% | |
| 13 | MSCI | Msci INC | 股票-金融 | 1.81% | — | +1.98% | |
| 14 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 1.69% | — | -2.10% | |
| 15 | BMO | Bank Of Montreal | 股票-金融 | 1.61% | -0.03% | -12.43% | |
| 16 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.59% | — | -4.96% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | — | -0.54% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.44% | — | -0.93% | |
| 19 | WCN | Waste Connections INC | 股票-工业 | 1.41% | -0.13% | -7.88% | |
| 20 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.36% | -0.01% | +1.40% | |
| 21 | CARR | Carrier Global CORP | 股票-工业 | 1.28% | — | -3.72% | |
| 22 | LIN | Linde plc | 股票-原材料 | 1.28% | +0.71% | +80.58% | |
| 23 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.28% | -0.11% | -3.05% | |
| 24 | GIB | Cgi INC | 股票-科技 | 1.25% | -0.33% | -6.95% | |
| 25 | RBA | Rb Global INC | 股票-工业 | 1.21% | -0.15% | -11.21% | |
| 26 | GGG | Graco INC | 股票-工业 | 1.14% | — | -4.30% | |
| 27 | CPRT | Copart INC | 股票-工业 | 1.02% | -0.08% | +2.07% | |
| 28 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.98% | — | +3.35% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | — | +11.45% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | -0.11% | -0.10% | |
| 31 | SU | Suncor Energy INC | 股票-能源 | 0.76% | +0.57% | +146.61% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.21% | -23.52% | |
| 33 | CNQ | Canadian Natural Resources | 股票-能源 | 0.74% | +0.60% | +242.99% | |
| 34 | TU | Telus CORP | 股票-其他 | 0.71% | — | -6.37% | |
| 35 | SPGI | S&p Global INC | 股票-金融 | 0.69% | -0.38% | -25.99% | |
| 36 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.66% | -0.09% | +18.69% | |
| 37 | ADI | Analog Devices INC | 股票-科技 | 0.62% | — | -6.05% | |
| 38 | AON | Aon plc | 股票-金融 | 0.61% | — | +3.13% | |
| 39 | STN | Stantec INC | 股票-其他 | 0.60% | — | +1.77% | |
| 40 | INSM | Insmed INC | 股票-医疗保健 | 0.57% | — | +2.93% | |
| 41 | ARGX | Argenx Se - Adr | 股票-医疗保健 | 0.54% | — | -3.88% | |
| 42 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.54% | — | -9.05% | |
| 43 | ALC | Alcon Inc. | 股票-医疗保健 | 0.53% | — | +1.61% | |
| 44 | BWXT | Bwx Technologies INC | 股票-工业 | 0.51% | — | +0.85% | |
| 45 | SLF | Sun Life Financial INC | 股票-金融 | 0.49% | +0.36% | +239.93% | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.48% | — | -10.10% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.48% | — | +0.42% | |
| 48 | CW | Curtiss-wright CORP | 股票-工业 | 0.48% | — | +0.79% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.13% | -17.82% | |
| 50 | FROG | JFrog Ltd. | 股票-科技 | 0.37% | — | +3.23% |
1–50 of 412
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 684 | US$292.3亿 | 22 | |
| 2025-12-31 | 682 | US$315.3亿 | 19 | |
| 2025-09-30 | 685 | US$309.4亿 | 27 | |
| 2025-06-30 | 694 | US$295.0亿 | 0 | |
| 2025-03-31 | 712 | US$276.8亿 | 100 | |
| 2024-12-31 | 684 | US$317.6亿 | 0 | |
| 2024-09-30 | 683 | US$332.5亿 | 0 | |
| 2024-06-30 | 670 | US$322.6亿 | 0 | |
| 2024-03-31 | 708 | US$343.1亿 | 0 | |
| 2023-12-31 | 741 | US$325.7亿 | 0 | |
| 2023-09-30 | 730 | US$312.5亿 | 0 | |
| 2023-06-30 | 729 | US$345.6亿 | 0 | |
| 2023-03-31 | 733 | US$334.8亿 | 0 | |
| 2022-12-31 | 761 | US$321.7亿 | 0 | |
| 2022-09-30 | 780 | US$278.7亿 | 0 | |
| 2022-06-30 | 803 | US$337.2亿 | 0 | |
| 2022-03-31 | 823 | US$384.8亿 | 0 | |
| 2021-12-31 | 838 | US$426.5亿 | 0 | |
| 2021-09-30 | 830 | US$389.2亿 | 0 | |
| 2021-06-30 | 794 | US$390.5亿 | 94 | |
| 2021-03-31 | 834 | US$347.5亿 | 22 | |
| 2020-12-31 | 1154 | US$372.5亿 | 18 | |
| 2020-09-30 | 1133 | US$336.7亿 | 22 | |
| 2020-06-30 | 1176 | US$296.9亿 | 30 | |
| 2020-03-31 | 1206 | US$239.4亿 | 27 | |
| 2019-12-31 | 1192 | US$299.9亿 | 21 | |
| 2019-09-30 | 1149 | US$268.2亿 | 14 | |
| 2019-06-30 | 939 | US$264.1亿 | 14 | |
| 2019-03-31 | 1171 | US$256.0亿 | 24 | |
| 2018-12-31 | 1154 | US$221.0亿 | 25 | |
| 2018-09-30 | 1138 | US$251.8亿 | 18 | |
| 2018-06-30 | 1119 | US$231.7亿 | 25 | |
| 2018-03-31 | 1090 | US$210.0亿 | 14 | |
| 2017-12-31 | 1033 | US$210.2亿 | 22 | |
| 2017-09-30 | 1053 | US$209.6亿 | 15 | |
| 2017-06-30 | 1035 | US$205.1亿 | 24 | |
| 2017-03-31 | 1019 | US$189.2亿 | 24 | |
| 2016-12-31 | 1311 | US$178.3亿 | 27 | |
| 2016-09-30 | 1256 | US$179.7亿 | 21 | |
| 2016-06-30 | 1189 | US$178.6亿 | 42 | |
| 2016-03-31 | 860 | US$136.1亿 | 27 | |
| 2015-12-31 | 906 | US$129.6亿 | 23 | |
| 2015-09-30 | 834 | US$120.0亿 | 41 | |
| 2015-06-30 | 854 | US$162.5亿 | 38 | |
| 2015-03-31 | 429 | US$134.2亿 | 20 | |
| 2014-12-31 | 432 | US$137.1亿 | 29 | |
| 2014-09-30 | 445 | US$134.7亿 | 51 | |
| 2014-06-30 | 493 | US$194.5亿 | 48 | |
| 2014-03-31 | 470 | US$132.4亿 | 28 | |
| 2013-12-31 | 491 | US$120.9亿 | 41 | |
| 2013-09-30 | 352 | US$97.3亿 | 19 | |
| 2013-06-30 | 351 | US$92.8亿 | 0 |
本季持股变动
Fiera Capital Corp 在 2026-03-31 最显著的持仓异动： 新建仓: Sunbelt Rentals Holdings INC (SUNB); 清仓: Veeva Systems Inc-class A (VEEV); 清仓: Wingstop INC (WING); 新建仓: Ferrari N.V. (RACE); 清仓: Arthur J Gallagher & Co (AJG).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | +0.7% | +80.58% | 加仓 |
| 2 | CNQ | Canadian Natural Resources | +0.6% | +242.99% | 加仓 |
| 3 | SU | Suncor Energy INC | +0.6% | +146.61% | 加仓 |
| 4 | CME | Cme Group INC | +0.4% | +1.95% | 加仓 |
| 5 | SLF | Sun Life Financial INC | +0.4% | +239.93% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -8.87% | 减仓 |
| 7 | SHOP | Shopify INC - Class A | +0.2% | +4250.40% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -13.50% | 减仓 |
| 9 | KLAC | Kla CORP | +0.2% | +201.13% | 加仓 |
| 10 | AVGO | Broadcom INC | +0.2% | +1532.39% | 加仓 |
| 11 | FIX | Comfort Systems USA INC | +0.1% | -0.29% | 减仓 |
| 12 | AEM | Agnico Eagle Mines LTD | +0.1% | +981.58% | 加仓 |
| 13 | AZO | Autozone INC | +0.1% | -3.55% | 减仓 |
| 14 | MTD | Mettler-toledo International | 0% | +1.40% | 加仓 |
| 15 | BMO | Bank Of Montreal | 0% | -12.43% | 减仓 |
| 16 | CPRT | Copart INC | -0.1% | +2.07% | 加仓 |
| 17 | TRI4EUR | Thomson Reuters CORP | -0.1% | +18.69% | 加仓 |
| 18 | HEI-A | Heico Corp-class A | -0.1% | -26.83% | 减仓 |
| 19 | FTDR | Frontdoor INC | -0.1% | -60.72% | 减仓 |
| 20 | TMO | Thermo Fisher Scientific INC | -0.1% | -39.12% | 减仓 |
| 21 | OTIS | Otis Worldwide CORP | -0.1% | -3.05% | 减仓 |
| 22 | UNH | Unitedhealth Group INC | -0.1% | -0.10% | 减仓 |
| 23 | RY | Royal Bank Of Canada | -0.1% | -7.03% | 减仓 |
| 24 | EXPE | Expedia Group INC | -0.1% | -23.03% | 减仓 |
| 25 | WCN | Waste Connections INC | -0.1% | -7.88% | 减仓 |
| 26 | V | Visa Inc-class A Shares | -0.1% | -17.82% | 减仓 |
| 27 | APH | Amphenol Corp-cl A | -0.1% | -36.51% | 减仓 |
| 28 | RBA | Rb Global INC | -0.2% | -11.21% | 减仓 |
| 29 | NOW | Servicenow INC | -0.2% | -51.35% | 减仓 |
| 30 | DSGX | Descartes Systems Grp/the | -0.2% | -38.95% | 减仓 |
| 31 | VOO | Vanguard S&p 500 ETF | -0.2% | -23.52% | 减仓 |
| 32 | MCO | Moody's CORP | -0.3% | -0.65% | 减仓 |
| 33 | GIB | Cgi INC | -0.3% | -6.95% | 减仓 |
| 34 | SPGI | S&p Global INC | -0.4% | -25.99% | 减仓 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.5% | -7.66% | 减仓 |
| 36 | HDB | Hdfc Bank Ltd-adr | -0.7% | -66.13% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.8% | +1.24% | 加仓 |
| 38 | ORCL | Oracle CORP | -1.6% | -99.42% | 减仓 |
| 39 | SUNB | Sunbelt Rentals Holdings INC | — | NEW | 新建仓 |
| 40 | VEEV | Veeva Systems Inc-class A | — | EXIT | 清仓 |
| 41 | WING | Wingstop INC | — | EXIT | 清仓 |
| 42 | RACE | Ferrari N.V. | — | NEW | 新建仓 |
| 43 | AJG | Arthur J Gallagher & Co | — | EXIT | 清仓 |
| 44 | MNDY | monday.com Ltd. | — | EXIT | 清仓 |
| 45 | CTAS | Cintas CORP | — | NEW | 新建仓 |
| 46 | 430 | Terns Pharmaceuticals INC | — | NEW | 新建仓 |
| 47 | BSY | Bentley Systems Inc-class B | — | EXIT | 清仓 |
| 48 | 62C | Piper Sandler Cos | — | EXIT | 清仓 |
| 49 | AM | Antero Midstream CORP | — | NEW | 新建仓 |
| 50 | PIPR | Piper Sandler Cos | — | NEW | 新建仓 |
FAQ
Fiera Capital Corp 是什么机构？属于哪种投资人类型？
Fiera Capital Corp 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$292.3亿，分布在 684 个已申报仓位之中。
Fiera Capital Corp 目前前几大持股有哪些？
根据最新 13F 申报，Fiera Capital Corp 按市值排列的前几大持股为：
1. Taiwan Semiconductor-sp Adr (TSM) — US$17.6亿 (6.0%)
2. Alphabet Inc-cl A (GOOGL) — US$16.2亿 (5.5%)
3. Microsoft CORP (MSFT) — US$12.2亿 (4.2%)
4. Moody's CORP (MCO) — US$10.3亿 (3.5%)
5. Mastercard INC - A (MA) — US$9.3亿 (3.2%)
Fiera Capital Corp 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Fiera Capital Corp 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 13 个既有持股、减仓 25 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Sunbelt Rentals Holdings INC (SUNB); 清仓: Veeva Systems Inc-class A (VEEV); 清仓: Wingstop INC (WING); 新建仓: Ferrari N.V. (RACE); 清仓: Arthur J Gallagher & Co (AJG)
Fiera Capital Corp 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，Fiera Capital Corp 的主要板块分布如下：
• Financials: 22.4%
• Information Technology: 20.8%
• Industrials: 17.4%
• Consumer Discretionary: 13.6%
• Health Care: 9.0%
• Communication Services: 6.5%
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