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: 0000927971
申報總市值
US$3036.5億
US$3036.5億
3457 檔
14.6%
在 Q3 2024 申報期間，Bank Of Montreal /can/（CIK: 0000927971）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3036.5億，共持有 3457 個公開申報部位。
Q3 2024 數據顯示 Bank Of Montreal /can/ 積極進場，新開立 7 個部位並同步加碼 107 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, SPY, RY）累計市值佔比達 14.6%，是驅動 Bank Of Montreal /can/ 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 3457 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 | NVDA | Nvidia CORP | 股票-科技 | 4.79% | -0.57% | +44.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.96% | +0.21% | +19.50% | |
| 3 | RY | Royal Bank Of Canada | 股票-金融 | 3.95% | +0.39% | -4.81% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.55% | -0.02% | +0.28% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.47% | -5.42% | |
| 6 | TD | Toronto-dominion Bank | 股票-金融 | 2.58% | -0.15% | +5.85% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.27% | -0.37% | +3.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.76% | +0.11% | +1.19% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.50% | +3.39% | |
| 10 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.48% | +0.05% | -12.89% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.25% | — | +51.73% | |
| 12 | BUR | Burford Capital Limited | 股票-其他 | 1.24% | -0.96% | -48.04% | |
| 13 | BN | Brookfield CORP | 股票-金融 | 1.24% | -0.03% | +0.29% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.33% | +814.37% | |
| 15 | BMO | Bank Of Montreal | 股票-金融 | 1.12% | +0.19% | +1.21% | |
| 16 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.11% | +0.17% | -22.94% | |
| 17 | TRP | Tc Energy CORP | 股票-能源 | 1.10% | -0.46% | +5.09% | |
| 18 | ENB | Enbridge Inc | 股票-能源 | 1.08% | -0.07% | -4.22% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | +0.16% | +4.26% | |
| 20 | CNQ | Canadian Natural Resources | 股票-能源 | 0.91% | -0.33% | +2.65% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | +1.55% | -38.16% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.89% | -0.28% | -12.07% | |
| 23 | TSLA | Tesla Inc | 股票-循環性消費 | 0.86% | -0.02% | -28.63% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.01% | +1.66% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.81% | +0.04% | -0.10% | |
| 26 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.76% | -0.01% | +1.21% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.74% | +0.16% | +4.74% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.05% | +2.70% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.02% | +13.84% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | -0.02% | +57.55% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.13% | +2.73% | |
| 32 | WCN | Waste Connections Inc | 股票-工業 | 0.65% | -0.02% | +2.26% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.64% | +0.10% | +10.69% | |
| 34 | MFC | Manulife Financial CORP | 股票-金融 | 0.64% | +0.01% | -9.86% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | +0.02% | +30.74% | |
| 36 | TU | Telus CORP | 股票-其他 | 0.59% | -0.07% | +15.86% | |
| 37 | BCE | Bce Inc | 股票-通訊服務 | 0.54% | -0.07% | -7.27% | |
| 38 | NOW | Servicenow Inc | 股票-科技 | 0.53% | -0.04% | +216.62% | |
| 39 | FTS | Fortis Inc | 股票-公用事業 | 0.53% | -0.06% | -0.56% | |
| 40 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.49% | -0.03% | +4.54% | |
| 41 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.47% | — | +868.52% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.12% | -11.07% | |
| 43 | SU | Suncor Energy Inc | 股票-能源 | 0.45% | -0.14% | +4.33% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.45% | -0.04% | +1.60% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.44% | +0.14% | +673.00% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | -0.02% | +2.07% | |
| 47 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.42% | -0.11% | -1.23% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.86% | +9.52% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -5.59% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | -0.10% | -1.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +44.04% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +19.50% | 加碼 |
| 3 | RY | Royal Bank Of Canada | +1.2% | -4.81% | 減碼 |
| 4 | TD | Toronto-dominion Bank | +1% | +5.85% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.7% | +3.87% | 加碼 |
| 6 | MA | Mastercard Inc - A | +0.7% | +51.73% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +3.39% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.5% | -5.42% | 減碼 |
| 9 | BN | Brookfield CORP | +0.5% | +0.29% | 加碼 |
| 10 | FLUT | Flutter Entertainment plc | +0.4% | +868.52% | 加碼 |
| 11 | TRP | Tc Energy CORP | +0.4% | +5.09% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.4% | +216.62% | 加碼 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +673.00% | 加碼 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.4% | +57.55% | 加碼 |
| 15 | ENB | Enbridge Inc | +0.3% | -4.22% | 減碼 |
| 16 | BMO | Bank Of Montreal | +0.3% | +1.21% | 加碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +13.84% | 加碼 |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +30.74% | 加碼 |
| 19 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +233.73% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.3% | +10.69% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.3% | +814.37% | 加碼 |
| 22 | CP | Canadian Pacific Kansas City | +0.2% | +1.21% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +1.66% | 加碼 |
| 24 | GLD | Spdr Gold Shares | +0.2% | +369.07% | 加碼 |
| 25 | TU | Telus CORP | +0.2% | +15.86% | 加碼 |
| 26 | CM | Can Imperial Bk Of Commerce | +0.2% | -22.94% | 減碼 |
| 27 | COST | Costco Wholesale CORP | +0.2% | +2.70% | 加碼 |
| 28 | CNQ | Canadian Natural Resources | +0.2% | +2.65% | 加碼 |
| 29 | BIP | Brookfield Infrastructure Partners L.P. | +0.2% | +1.60% | 加碼 |
| 30 | GOOG | Alphabet Inc-cl C | +0.2% | +4.26% | 加碼 |
| 31 | PBA | Pembina Pipeline CORP | +0.2% | +4.54% | 加碼 |
| 32 | FTS | Fortis Inc | +0.2% | -0.56% | 減碼 |
| 33 | WCN | Waste Connections Inc | +0.2% | +2.26% | 加碼 |
| 34 | SLF | Sun Life Financial Inc | +0.2% | +9.64% | 加碼 |
| 35 | NFLX | Netflix Inc | +0.2% | -12.07% | 減碼 |
| 36 | ABBV | Abbvie Inc | +0.1% | +10.44% | 加碼 |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | +9.22% | 加碼 |
| 38 | AEM | Agnico Eagle Mines LTD | +0.1% | -7.00% | 減碼 |
| 39 | JNJ | Johnson & Johnson | +0.1% | +2.07% | 加碼 |
| 40 | AMD | Advanced Micro Devices | +0.1% | +9.52% | 加碼 |
| 41 | TRI4EUR | Thomson Reuters CORP | +0.1% | +9.49% | 加碼 |
| 42 | HD | Home Depot Inc | +0.1% | -2.58% | 減碼 |
| 43 | PAVE | Global X US Infrastructure | +0.1% | +3.01% | 加碼 |
| 44 | ACN | Accenture plc | +0.1% | +9.55% | 加碼 |
| 45 | SHOP | Shopify Inc - Class A | +0.1% | -10.11% | 減碼 |
| 46 | XME | Ss Spdr S&p Metals Mining | +0.1% | +444516.37% | 加碼 |
| 47 | MDT | Medtronic plc | +0.1% | +64.96% | 加碼 |
| 48 | PM | Philip Morris International | +0.1% | +44.03% | 加碼 |
| 49 | GDX | Vaneck Gold Miners ETF | +0.1% | +16.64% | 加碼 |
| 50 | LIN | Linde plc | +0.1% | +7.36% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bank Of Montreal /can/ 在 Q3 2024 季度的美股持倉總市值約為 US$3036.5億，共申報了 3457 個公開持股部位。
在 Q3 2024 季度，Bank Of Montreal /can/ 按市值排列的前三大核心持股分別為：NVDA (4.8%)、SPY (4.0%)、RY (4.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.8% 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
BABA
市值: US$6392.9萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1.7億
在 Q3 2024 季度中，Bank Of Montreal /can/ 共進行了 200 項持倉異動，包含新建倉 7 個部位、加碼 107 個部位、減碼 82 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BABA。 本季清倉部位包含 TEL。
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。