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: 0001596800
申報總市值
US$527.9億
US$527.9億
1501 檔
5.9%
在 Q1 2024 申報期間，Connor, Clark & Lunn Investment Management Ltd.（CIK: 0001596800）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$527.9億，共持有 1501 個公開申報部位。
Q1 2024 數據顯示 Connor, Clark & Lunn Investment Management Ltd. 積極進場，新開立 1 個部位並同步加碼 30 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 RY, TD, BNS）累計市值佔比達 5.9%，是驅動 Connor, Clark & Lunn Investment Management Ltd. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
EEM
市值: US$5190.0萬
本季最大獲利了結 / 清倉標的
TD
前期市值: US$7.6億
僅顯示前 200 大持股（共 1501 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 | RY | Royal Bank Of Canada | 股票-金融 | 3.88% | +0.24% | +4.56% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 2.58% | +0.44% | -15.00% | |
| 3 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.36% | -0.42% | +19.64% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.34% | +0.24% | +3.16% | |
| 5 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.30% | -0.47% | -13.10% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.05% | -5.53% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.04% | +0.19% | +7.13% | |
| 8 | CNQ | Canadian Natural Resources | 股票-能源 | 2.02% | -0.41% | +7.07% | |
| 9 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.89% | -0.25% | +37.80% | |
| 10 | BMO | Bank Of Montreal | 股票-金融 | 1.87% | +0.63% | +11.89% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | +0.15% | -13.50% | |
| 12 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.82% | +0.24% | +19.54% | |
| 13 | ENB | Enbridge Inc | 股票-能源 | 1.73% | -0.06% | -0.81% | |
| 14 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.41% | -0.05% | EXIT | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.36% | -0.07% | +13.00% | |
| 16 | CCJ | Cameco CORP | 股票-能源 | 1.27% | -0.35% | -18.13% | |
| 17 | CLSEUR | Celestica Inc | 股票-其他 | 1.13% | — | -4.56% | |
| 18 | SLF | Sun Life Financial Inc | 股票-金融 | 1.09% | -0.01% | +26.92% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.05% | +0.18% | -14.14% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | -0.08% | -8.11% | |
| 21 | SU | Suncor Energy Inc | 股票-能源 | 0.98% | -0.66% | +11.45% | |
| 22 | WCN | Waste Connections Inc | 股票-工業 | 0.96% | +0.16% | +10.10% | |
| 23 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.91% | -0.02% | -2.92% | |
| 24 | CVE | Cenovus Energy Inc | 股票-能源 | 0.88% | +0.13% | +69.69% | |
| 25 | MFC | Manulife Financial CORP | 股票-金融 | 0.87% | -0.05% | +192.96% | |
| 26 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.86% | -0.93% | +10.33% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | — | +6.17% | |
| 28 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.73% | -0.09% | +8.33% | |
| 29 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.72% | — | -4.34% | |
| 30 | STN | Stantec Inc | 股票-其他 | 0.68% | -0.10% | -3.62% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.68% | +0.12% | +22.97% | |
| 32 | FTS | Fortis Inc | 股票-公用事業 | 0.65% | -0.03% | -28.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | +0.22% | -12.04% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | +0.48% | -24.39% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | +0.06% | -24.72% | |
| 36 | TRP | Tc Energy CORP | 股票-能源 | 0.58% | -0.03% | -30.91% | |
| 37 | BCE | Bce Inc | 股票-通訊服務 | 0.57% | +0.05% | -16.11% | |
| 38 | IMO | Imperial Oil LTD | 股票-能源 | 0.56% | -0.13% | -25.99% | |
| 39 | UBER | Uber Technologies Inc | 股票-工業 | 0.55% | — | +17.68% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.55% | -0.14% | +83.04% | |
| 41 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.52% | +0.14% | +39.08% | |
| 42 | GIB | Cgi Inc | 股票-科技 | 0.51% | -0.05% | EXIT | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | +0.13% | +16.86% | |
| 44 | XYZ | Block Inc | 股票-金融 | 0.50% | -0.06% | +3.79% | |
| 45 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.48% | +0.07% | +15.85% | |
| 46 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.47% | -0.15% | -19.25% | |
| 47 | WFG | West Fraser Timber Co LTD | 股票-其他 | 0.46% | -0.01% | -3.57% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.44% | — | +21.90% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.43% | +0.44% | +23.06% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.05% | +65.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MFC | Manulife Financial CORP | +0.6% | +192.96% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | -13.50% | 減碼 |
| 3 | CM | Can Imperial Bk Of Commerce | +0.5% | +37.80% | 加碼 |
| 4 | CVE | Cenovus Energy Inc | +0.4% | +69.69% | 加碼 |
| 5 | CSX | Csx CORP | +0.4% | +1370.32% | 加碼 |
| 6 | BNS | Bank Of Nova Scotia | +0.4% | +19.64% | 加碼 |
| 7 | CP | Canadian Pacific Kansas City | +0.3% | +19.54% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | +788.35% | 加碼 |
| 9 | ZTS | Zoetis Inc | +0.3% | +498.51% | 加碼 |
| 10 | CLSEUR | Celestica Inc | +0.3% | -4.56% | 減碼 |
| 11 | CNQ | Canadian Natural Resources | +0.3% | +7.07% | 加碼 |
| 12 | CB | Chubb Limited | +0.3% | +2357.52% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.3% | +4745.99% | 加碼 |
| 14 | CMCSA | Comcast Corp-class A | +0.2% | +162.16% | 加碼 |
| 15 | LOW | Lowe's Cos Inc | +0.2% | +771.19% | 加碼 |
| 16 | EEM | Ishares Msci Emerging Market | +0.2% | NEW | 新建倉 |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | +83.04% | 加碼 |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +802.56% | 加碼 |
| 19 | BA | Boeing Co/the | +0.2% | +11242.17% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.2% | +699.77% | 加碼 |
| 21 | SLF | Sun Life Financial Inc | +0.2% | +26.92% | 加碼 |
| 22 | DHR | Danaher CORP | +0.2% | +777.35% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.2% | +156.76% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.2% | +185.65% | 加碼 |
| 25 | SU | Suncor Energy Inc | +0.2% | +11.45% | 加碼 |
| 26 | MU | Micron Technology Inc | +0.2% | +23.06% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -8.11% | 減碼 |
| 28 | WCN | Waste Connections Inc | +0.1% | +10.10% | 加碼 |
| 29 | UBER | Uber Technologies Inc | +0.1% | +17.68% | 加碼 |
| 30 | TECK | Teck Resources Ltd-cls B | +0.1% | +39.08% | 加碼 |
| 31 | BN | Brookfield CORP | +0.1% | +13.00% | 加碼 |
| 32 | CNI | Canadian Natl Railway Co | +0.1% | +7.13% | 加碼 |
| 33 | BMO | Bank Of Montreal | 0% | +11.89% | 加碼 |
| 34 | FNV | Franco-nevada CORP | -0.2% | -39.23% | 減碼 |
| 35 | LIN | Linde plc | -0.2% | -63.25% | 減碼 |
| 36 | FTNT | Fortinet Inc | -0.3% | -58.50% | 減碼 |
| 37 | RCI | Rogers Communications Inc-b | -0.3% | -19.25% | 減碼 |
| 38 | BCE | Bce Inc | -0.3% | -16.11% | 減碼 |
| 39 | TRP | Tc Energy CORP | -0.3% | -30.91% | 減碼 |
| 40 | ABX | Barrick Gold CORP | -0.3% | -61.04% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.4% | -97.28% | 減碼 |
| 42 | UPS | United Parcel Service-cl B | -0.4% | -79.44% | 減碼 |
| 43 | FTS | Fortis Inc | -0.4% | -28.36% | 減碼 |
| 44 | NTR | Nutrien LTD | -0.4% | -76.28% | 減碼 |
| 45 | CCJ | Cameco CORP | -0.4% | -18.13% | 減碼 |
| 46 | AAPL | Apple Inc | -0.4% | +3.16% | 加碼 |
| 47 | MRK | Merck & Co. Inc. | -0.5% | -76.33% | 減碼 |
| 48 | DIS | Walt Disney Co/the | -0.5% | -98.83% | 減碼 |
| 49 | SHOP | Shopify Inc - Class A | -0.6% | -13.10% | 減碼 |
| 50 | TD | Toronto-dominion Bank | -0.9% | -15.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Connor, Clark & Lunn Investment Management Ltd. 在 Q1 2024 季度的美股持倉總市值約為 US$527.9億，共申報了 1501 個公開持股部位。
在 Q1 2024 季度，Connor, Clark & Lunn Investment Management Ltd. 按市值排列的前三大核心持股分別為：RY (3.9%)、TD (2.6%)、BNS (2.4%)。其中最大持股部位 RY 佔據整體投資組合約 3.9% 的權重。
在 Q1 2024 季度中，Connor, Clark & Lunn Investment Management Ltd. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 30 個部位、減碼 19 個部位以及清倉 0 個部位。 其中最大新建倉標的為 EEM。
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。
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。
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。