13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0002033534
申報總市值
US$28.8億
US$28.8億
338 檔
22.9%
在 Q1 2026 的 13F 官方備案中，Aviso Financial Inc. 管理的美股投資組合規模來到 US$28.8億，整體持股檔數為 338 檔。
Aviso Financial Inc. 於 Q1 2026 展現出進攻型調倉步調，本季推動了 19 檔股票的新建倉與 106 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Aviso Financial Inc. 的前 5 大核心持股（包含 TD, BMO, CNQ 等）合計佔整體申報市值的 22.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 338 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | 股票-金融 | 5.61% | +1.19% | +0.14% | |
| 2 | BMO | Bank Of Montreal | 股票-金融 | 4.80% | +1.18% | -2.25% | |
| 3 | CNQ | Canadian Natural Resources | 股票-能源 | 4.64% | -1.10% | +0.96% | |
| 4 | FNV | Franco-nevada CORP | 股票-原物料 | 4.37% | -1.67% | +25.08% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.97% | +0.71% | +1.18% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.19% | +0.25% | +0.30% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.14% | +0.61% | +2.23% | |
| 8 | BN | Brookfield CORP | 股票-金融 | 3.11% | +0.07% | +1.33% | |
| 9 | CP | Canadian Pacific Kansas City | 股票-工業 | 3.09% | +0.20% | -16.46% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | -0.16% | +8.61% | |
| 11 | ENB | Enbridge Inc | 股票-能源 | 2.90% | -0.16% | +0.30% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.61% | -0.05% | +1.84% | |
| 13 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 2.60% | -0.13% | -1.00% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.59% | +0.31% | +64.58% | |
| 15 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.43% | +0.27% | +0.53% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.43% | +0.18% | +1.69% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.36% | +0.56% | +16.53% | |
| 18 | LIN | Linde plc | 股票-原物料 | 2.20% | +0.04% | +0.71% | |
| 19 | RELX | Relx PLC - Spon Adr | 股票-工業 | 2.12% | -0.15% | +9606.79% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.10% | +0.37% | +13.06% | |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 2.08% | +0.28% | — | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.87% | +0.05% | +1.63% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.83% | -0.05% | +60.24% | |
| 24 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.81% | -0.26% | +4.01% | |
| 25 | RMD | Resmed Inc | 股票-醫療保健 | 1.69% | -0.27% | +4.17% | |
| 26 | RY | Royal Bank Of Canada | 股票-金融 | 1.59% | +0.15% | -0.63% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.41% | +0.09% | -1.25% | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.28% | +0.59% | +231.50% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.15% | -1.13% | +0.58% | |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.92% | -0.92% | EXIT | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.03% | -11.18% | |
| 32 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.76% | +0.05% | +3.66% | |
| 33 | TRP | Tc Energy CORP | 股票-能源 | 0.66% | -0.06% | +2.11% | |
| 34 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.62% | +0.08% | +4.44% | |
| 35 | AAPL | Apple Inc | 股票-科技 | 0.62% | +0.10% | +1.48% | |
| 36 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.59% | +0.01% | -2.76% | |
| 37 | EMA | Emera Inc | 股票-其他 | 0.50% | +0.01% | +1.76% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | -0.12% | -3.15% | |
| 39 | SU | Suncor Energy Inc | 股票-能源 | 0.40% | -0.14% | +3.04% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.40% | -0.07% | -10.87% | |
| 41 | GIB | Cgi Inc | 股票-科技 | 0.39% | -0.07% | -71.52% | |
| 42 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.33% | -0.11% | +114.92% | |
| 43 | TFII | Tfi International Inc | 股票-其他 | 0.32% | +0.06% | +0.18% | |
| 44 | RBA | Rb Global Inc | 股票-工業 | 0.31% | +0.02% | -8.16% | |
| 45 | WMB | Williams Cos Inc | 股票-能源 | 0.31% | — | +4.41% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | +0.03% | +8.06% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.29% | +0.14% | -0.88% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | -0.01% | -4.74% | |
| 49 | WCN | Waste Connections Inc | 股票-工業 | 0.27% | -0.05% | -15.73% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.26% | -0.08% | -3.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RELX | Relx PLC - Spon Adr | +2.1% | +9606.79% | 加碼 |
| 2 | FNV | Franco-nevada CORP | +1.2% | +25.08% | 加碼 |
| 3 | CNQ | Canadian Natural Resources | +1.2% | +0.96% | 加碼 |
| 4 | WPM | Wheaton Precious Metals CORP | +0.9% | +231.50% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.7% | +64.58% | 加碼 |
| 6 | SPGI | S&p Global Inc | +0.3% | +60.24% | 加碼 |
| 7 | LIN | Linde plc | +0.2% | +0.71% | 加碼 |
| 8 | AEM | Agnico Eagle Mines LTD | +0.2% | +114.92% | 加碼 |
| 9 | ENB | Enbridge Inc | +0.2% | +0.30% | 加碼 |
| 10 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +13.06% | 加碼 |
| 11 | SU | Suncor Energy Inc | +0.1% | +3.04% | 加碼 |
| 12 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +16.53% | 加碼 |
| 13 | TTE | TotalEnergies SE | +0.1% | +6.39% | 加碼 |
| 14 | TRP | Tc Energy CORP | +0.1% | +2.11% | 加碼 |
| 15 | WMB | Williams Cos Inc | +0.1% | +4.41% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +8.06% | 加碼 |
| 17 | SHEL | Shell Plc-adr | 0% | +11.41% | 加碼 |
| 18 | EQIX | Equinix Inc | 0% | +13.39% | 加碼 |
| 19 | B | Barrick Mining CORP | 0% | +54.29% | 加碼 |
| 20 | ASML | ASML Holding N.V. | 0% | -0.88% | 減碼 |
| 21 | VZ | Verizon Communications Inc | 0% | +9.71% | 加碼 |
| 22 | NVDA | Nvidia CORP | 0% | +38.14% | 加碼 |
| 23 | CVE | Cenovus Energy Inc | 0% | +30.25% | 加碼 |
| 24 | APH | Amphenol Corp-cl A | 0% | +220.67% | 加碼 |
| 25 | UBER | Uber Technologies Inc | 0% | +3735.61% | 加碼 |
| 26 | BP | Bp Plc-spons Adr | 0% | +23.22% | 加碼 |
| 27 | NEM | Newmont CORP | 0% | +876.73% | 加碼 |
| 28 | ADBE | Adobe Inc | 0% | +32370.00% | 加碼 |
| 29 | COST | Costco Wholesale CORP | 0% | -3.15% | 減碼 |
| 30 | RCI | Rogers Communications Inc-b | 0% | +17.06% | 加碼 |
| 31 | COR | Cencora Inc | 0% | +26.35% | 加碼 |
| 32 | VOD | Vodafone Group Plc-sp Adr | 0% | +16.83% | 加碼 |
| 33 | AMAT | Applied Materials Inc | 0% | +51.35% | 加碼 |
| 34 | RIO | Rio Tinto Plc-spon Adr | 0% | +14.58% | 加碼 |
| 35 | IMO | Imperial Oil LTD | 0% | +0.11% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | 0% | +9.91% | 加碼 |
| 37 | MSI | Motorola Solutions Inc | 0% | +12.24% | 加碼 |
| 38 | PEP | Pepsico Inc | 0% | +0.58% | 加碼 |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +4.44% | 加碼 |
| 40 | MEOH | Methanex CORP | 0% | -24.15% | 減碼 |
| 41 | BCE | Bce Inc | 0% | +5.37% | 加碼 |
| 42 | CVX | Chevron CORP | 0% | +11.98% | 加碼 |
| 43 | PBA | Pembina Pipeline CORP | 0% | +2.89% | 加碼 |
| 44 | MDLZ | Mondelez International Inc-a | 0% | +23.98% | 加碼 |
| 45 | DRI | Darden Restaurants Inc | 0% | +17.90% | 加碼 |
| 46 | LRCX | Lam Research CORP | 0% | +20.94% | 加碼 |
| 47 | PYPL | Paypal Holdings Inc | 0% | +160.69% | 加碼 |
| 48 | T | At&t Inc | 0% | +4.19% | 加碼 |
| 49 | FCN | Fti Consulting Inc | 0% | +8.73% | 加碼 |
| 50 | MRVL | Marvell Technology Inc | 0% | +19.71% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aviso Financial Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$28.8億，共申報了 338 個公開持股部位。
在 Q1 2026 季度，Aviso Financial Inc. 按市值排列的前三大核心持股分別為：TD (5.6%)、BMO (4.8%)、CNQ (4.6%)。其中最大持股部位 TD 佔據整體投資組合約 5.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
MUFG
市值: US$5848.6萬
本季最大獲利了結 / 清倉標的
GRTUF
前期市值: US$989.0萬
在 Q1 2026 季度中，Aviso Financial Inc. 共進行了 200 項持倉異動，包含新建倉 19 個部位、加碼 106 個部位、減碼 63 個部位以及清倉 12 個部位。 其中最大新建倉標的為 MUFG。 本季清倉部位包含 GRTUF。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。