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
3108 檔
15.7%
截至 Q3 2025 季度末，Bank Of Montreal /can/ 的美股持倉估值約為 US$3036.5億，全數申報部位共有 3108 檔。
觀察 Q3 2025 的申報異動，Bank Of Montreal /can/ 採取了強勁的買進策略，建倉與加碼動作（合計 139 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Bank Of Montreal /can/ 的前 5 大持股（包含 NVDA, SPY, RY）貢獻了組合市值的 15.7%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 3108 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 | 5.00% | -0.57% | -9.75% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.18% | +0.21% | +4.79% | |
| 3 | RY | Royal Bank Of Canada | 股票-金融 | 3.73% | +0.39% | -0.77% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.98% | -0.02% | +6.88% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.47% | +9.05% | |
| 6 | TD | Toronto-dominion Bank | 股票-金融 | 2.26% | -0.15% | -8.01% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.07% | -0.37% | -3.30% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.11% | -2.56% | |
| 9 | ANET | Arista Networks Inc | 股票-科技 | 1.84% | +0.03% | +6.45% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.56% | -0.02% | +6.16% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.33% | +3.07% | |
| 12 | BMO | Bank Of Montreal | 股票-金融 | 1.47% | +0.19% | -0.90% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | -0.50% | -6.41% | |
| 14 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.40% | +0.05% | -8.62% | |
| 15 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.22% | +0.17% | -7.03% | |
| 16 | BN | Brookfield CORP | 股票-金融 | 1.18% | -0.03% | -6.02% | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 1.17% | -0.07% | +5.82% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.17% | -0.02% | +13.96% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.15% | -0.10% | +62.20% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 1.15% | -0.28% | -0.58% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | +0.16% | -5.89% | |
| 22 | CNQ | Canadian Natural Resources | 股票-能源 | 1.02% | -0.33% | -13.74% | |
| 23 | TRP | Tc Energy CORP | 股票-能源 | 0.85% | -0.46% | -13.58% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | +0.01% | +6.65% | |
| 25 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.81% | -0.07% | +20.74% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | -0.05% | +39.34% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.74% | -0.02% | -10.63% | |
| 28 | MFC | Manulife Financial CORP | 股票-金融 | 0.71% | +0.01% | +26.28% | |
| 29 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.69% | -0.20% | +11.48% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.13% | +5.23% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.68% | +0.02% | +9.70% | |
| 32 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.64% | -0.01% | +3.92% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.62% | -0.19% | +58.22% | |
| 34 | WCN | Waste Connections Inc | 股票-工業 | 0.61% | -0.02% | +6.75% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.55% | -0.03% | +88.76% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.04% | +28.39% | |
| 37 | SU | Suncor Energy Inc | 股票-能源 | 0.54% | -0.14% | +30.54% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +1.55% | — | |
| 39 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.53% | +0.04% | -0.68% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.52% | -0.04% | +0.25% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.02% | +9.95% | |
| 42 | TU | Telus CORP | 股票-其他 | 0.51% | -0.07% | -3.13% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.50% | +0.86% | -41.40% | |
| 44 | FNV | Franco-nevada CORP | 股票-原物料 | 0.49% | -0.10% | +8.86% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.48% | +0.14% | -1.64% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | +7.91% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.16% | +8.85% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.47% | -0.17% | +109.01% | |
| 49 | FTS | Fortis Inc | 股票-公用事業 | 0.46% | -0.06% | +4.18% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.12% | +5.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.7% | +6.45% | 減碼 |
| 2 | ZTS | Zoetis Inc | +0.7% | -10.63% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | +3.07% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.5% | +6.16% | 加碼 |
| 5 | BUR | Burford Capital Limited | +0.5% | +9.15% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.56% | 加碼 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.4% | +13.96% | 加碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.4% | +58.22% | 加碼 |
| 9 | ORCL | Oracle CORP | +0.3% | +28.39% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.3% | +9.05% | 加碼 |
| 11 | SHOP | Shopify Inc - Class A | +0.3% | +20.74% | 加碼 |
| 12 | GDX | Vaneck Gold Miners ETF | +0.2% | +102.60% | 加碼 |
| 13 | MSTR | Strategy Inc | +0.2% | +112.82% | 加碼 |
| 14 | MTD | Mettler-toledo International | +0.2% | +7.53% | 加碼 |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +706.78% | 加碼 |
| 16 | AEM | Agnico Eagle Mines LTD | +0.2% | +11.48% | 加碼 |
| 17 | FXI | Ishares China Large-cap ETF | +0.2% | +115.13% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -5.89% | 減碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +69.92% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +9.43% | 加碼 |
| 21 | COIN | Coinbase Global Inc -class A | +0.1% | +110.77% | 加碼 |
| 22 | XLF | Ss Financial Select Sector | +0.1% | +302.06% | 加碼 |
| 23 | UBS | UBS Group AG | +0.1% | +248.68% | 加碼 |
| 24 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +9.70% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -3.30% | 加碼 |
| 26 | WPM | Wheaton Precious Metals CORP | +0.1% | +26.09% | 加碼 |
| 27 | ESLT | Elbit Systems Ltd. | +0.1% | +5.90% | 加碼 |
| 28 | CCJ | Cameco CORP | +0.1% | +32.08% | 加碼 |
| 29 | DASH | Doordash Inc - A | +0.1% | +392.29% | 加碼 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +109.01% | 加碼 |
| 31 | KLAC | Kla CORP | +0.1% | +102.54% | 加碼 |
| 32 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +124.91% | 加碼 |
| 33 | FNV | Franco-nevada CORP | +0.1% | +8.86% | 加碼 |
| 34 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +1951.04% | 加碼 |
| 35 | HIMS | Hims & Hers Health Inc | +0.1% | +39.31% | 加碼 |
| 36 | SU | Suncor Energy Inc | +0.1% | +30.54% | 加碼 |
| 37 | MU | Micron Technology Inc | +0.1% | +18.36% | 加碼 |
| 38 | MRVL | Marvell Technology Inc | +0.1% | +174.79% | 加碼 |
| 39 | APP | Applovin Corp-class A | +0.1% | +326.14% | 加碼 |
| 40 | SOFI | Sofi Technologies Inc | +0.1% | +48.70% | 加碼 |
| 41 | HOOD | Robinhood Markets Inc - A | +0.1% | +227.79% | 加碼 |
| 42 | NVDA | Nvidia CORP | +0.1% | -9.75% | 減碼 |
| 43 | WDC 3 11-15-28債券 | Western Digital CORP | +0.1% | +17.48% | 加碼 |
| 44 | SMCI | Super Micro Computer Inc | +0.1% | +724.03% | 加碼 |
| 45 | XLI | Ss Industrial Select Sector | +0.1% | +308.93% | 加碼 |
| 46 | LRCX | Lam Research CORP | +0.1% | +32.29% | 加碼 |
| 47 | GIL | Gildan Activewear Inc | +0.1% | +219.78% | 加碼 |
| 48 | SE | Sea Ltd-adr | +0.1% | +180.70% | 加碼 |
| 49 | AOS | Smith (a.o.) CORP | +0.1% | +9.38% | 減碼 |
| 50 | IEX | Idex CORP | +0.1% | +22.48% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bank Of Montreal /can/ 在 Q3 2025 季度的美股持倉總市值約為 US$3036.5億，共申報了 3108 個公開持股部位。
在 Q3 2025 季度，Bank Of Montreal /can/ 按市值排列的前三大核心持股分別為：NVDA (5.0%)、SPY (4.2%)、RY (3.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.0% 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
EMA
市值: US$8.1億
本季最大獲利了結 / 清倉標的
ABX
前期市值: US$3.9億
在 Q3 2025 季度中，Bank Of Montreal /can/ 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 129 個部位、減碼 58 個部位以及清倉 3 個部位。 其中最大新建倉標的為 EMA。 本季清倉部位包含 ABX。
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。