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
1345 檔
6.1%
Connor, Clark & Lunn Investment Management Ltd. 在 Q2 2024 季度的美股部位總計估值為 US$527.9億，分散於 1345 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2024 期間，Connor, Clark & Lunn Investment Management Ltd. 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 RY, MSFT, AAPL）累計市值佔比達 6.1%，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。
僅顯示前 200 大持股（共 1345 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 | 4.55% | +0.24% | +13.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.05% | +12.30% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.30% | +0.24% | -17.86% | |
| 4 | TD | Toronto-dominion Bank | 股票-金融 | 2.22% | +0.44% | -3.29% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.12% | +0.15% | +759.03% | |
| 6 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.87% | -0.42% | -7.88% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.87% | +0.19% | +4.47% | |
| 8 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.86% | -0.25% | +7.84% | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 1.81% | -0.41% | +97.09% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.77% | +0.18% | +61.59% | |
| 11 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.64% | -0.05% | EXIT | |
| 12 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.61% | -0.47% | -15.93% | |
| 13 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.58% | +0.24% | -0.48% | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 1.44% | -0.06% | -13.37% | |
| 15 | MFC | Manulife Financial CORP | 股票-金融 | 1.40% | -0.05% | +54.32% | |
| 16 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.39% | -0.93% | +51.13% | |
| 17 | INDA | Ishares Msci India ETF | ETF-其他 | 1.34% | — | +380.46% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.32% | — | +35.63% | |
| 19 | CLS | Celestica Inc | 股票-科技 | 1.28% | +0.20% | — | |
| 20 | SU | Suncor Energy Inc | 股票-能源 | 1.26% | -0.66% | +27.63% | |
| 21 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.21% | -0.02% | +29.54% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.20% | -0.07% | -8.63% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.08% | +14.20% | |
| 24 | BMO | Bank Of Montreal | 股票-金融 | 1.15% | +0.63% | -26.65% | |
| 25 | CCJ | Cameco CORP | 股票-能源 | 1.15% | -0.35% | -18.35% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.52% | +607.35% | |
| 27 | CVE | Cenovus Energy Inc | 股票-能源 | 1.07% | +0.13% | +27.56% | |
| 28 | SLF | Sun Life Financial Inc | 股票-金融 | 1.01% | -0.01% | +5.02% | |
| 29 | WCN | Waste Connections Inc | 股票-工業 | 1.00% | +0.16% | +4.83% | |
| 30 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.83% | -0.09% | +9.95% | |
| 31 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.82% | — | +4.62% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.21% | +69.68% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.68% | -0.05% | +329.64% | |
| 34 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.62% | +0.14% | +16.52% | |
| 35 | STN | Stantec Inc | 股票-其他 | 0.61% | -0.10% | -9.37% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | +0.06% | -17.81% | |
| 37 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.56% | +0.07% | +34.27% | |
| 38 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.56% | -0.05% | +22.44% | |
| 39 | IMO | Imperial Oil LTD | 股票-能源 | 0.55% | -0.13% | +1.72% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +0.44% | +15.59% | |
| 41 | FTS | Fortis Inc | 股票-公用事業 | 0.53% | -0.03% | -14.84% | |
| 42 | PAAS | Pan American Silver CORP | 股票-原物料 | 0.53% | -0.14% | +117.56% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | +0.08% | +112.18% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.11% | +626.15% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.05% | +310.29% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.44% | — | +19.72% | |
| 47 | KGC | Kinross Gold CORP | 股票-原物料 | 0.44% | -0.25% | +50.44% | |
| 48 | RBA | Rb Global Inc | 股票-工業 | 0.43% | +0.04% | +11.46% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | +0.13% | -3.36% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.43% | — | +31.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc | +1.3% | NEW | 新建倉 |
| 2 | INDA | Ishares Msci India ETF | +1.1% | +380.46% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1% | +607.35% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.7% | +61.59% | 加碼 |
| 5 | RY | Royal Bank Of Canada | +0.7% | +13.83% | 加碼 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.5% | +51.13% | 加碼 |
| 7 | MFC | Manulife Financial CORP | +0.5% | +54.32% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.5% | +329.64% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | +35.63% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +626.15% | 加碼 |
| 11 | 016 | Veren Inc | +0.4% | NEW | 新建倉 |
| 12 | TXN | Texas Instruments Inc | +0.4% | +310.29% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.3% | +12.30% | 加碼 |
| 14 | PAAS | Pan American Silver CORP | +0.3% | +117.56% | 加碼 |
| 15 | PBA | Pembina Pipeline CORP | +0.3% | +29.54% | 加碼 |
| 16 | PG | Procter & Gamble Co/the | +0.3% | +69.68% | 加碼 |
| 17 | SU | Suncor Energy Inc | +0.3% | +27.63% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.3% | +759.03% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.3% | +112.18% | 加碼 |
| 20 | HBM | Hudbay Minerals Inc | +0.2% | +182.66% | 加碼 |
| 21 | TRI4EUR | Thomson Reuters CORP | +0.2% | +9.98% | 加碼 |
| 22 | KGC | Kinross Gold CORP | +0.2% | +50.44% | 加碼 |
| 23 | SE | Sea Ltd-adr | +0.2% | +134.10% | 加碼 |
| 24 | PHG | Koninklijke Philips Nvr- Ny | +0.2% | +137.10% | 加碼 |
| 25 | HD | Home Depot Inc | +0.2% | +147.29% | 加碼 |
| 26 | CVE | Cenovus Energy Inc | +0.2% | +27.56% | 加碼 |
| 27 | ABT | Abbott Laboratories | -0.2% | -92.95% | 減碼 |
| 28 | EEM | Ishares Msci Emerging Market | -0.2% | EXIT | 清倉 |
| 29 | CVX | Chevron CORP | -0.2% | -88.14% | 減碼 |
| 30 | T | At&t Inc | -0.2% | EXIT | 清倉 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -33.07% | 減碼 |
| 32 | UBER | Uber Technologies Inc | -0.2% | -39.40% | 減碼 |
| 33 | BCE | Bce Inc | -0.2% | -38.02% | 減碼 |
| 34 | RCI | Rogers Communications Inc-b | -0.3% | -48.04% | 減碼 |
| 35 | PANW | Palo Alto Networks Inc | -0.3% | EXIT | 清倉 |
| 36 | XYZ | Block Inc | -0.3% | -37.27% | 減碼 |
| 37 | OTEX | Open Text CORP | -0.3% | EXIT | 清倉 |
| 38 | ENB | Enbridge Inc | -0.3% | -13.37% | 減碼 |
| 39 | GM | General Motors Co | -0.3% | -75.94% | 減碼 |
| 40 | INTC | Intel CORP | -0.3% | -21.97% | 減碼 |
| 41 | WFG | West Fraser Timber Co LTD | -0.3% | -70.60% | 減碼 |
| 42 | TD | Toronto-dominion Bank | -0.4% | -3.29% | 減碼 |
| 43 | CMCSA | Comcast Corp-class A | -0.4% | EXIT | 清倉 |
| 44 | UNH | Unitedhealth Group Inc | -0.4% | -70.16% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.4% | -94.34% | 減碼 |
| 46 | BNS | Bank Of Nova Scotia | -0.5% | -7.88% | 減碼 |
| 47 | AMD | Advanced Micro Devices | -0.6% | EXIT | 清倉 |
| 48 | SHOP | Shopify Inc - Class A | -0.7% | -15.93% | 減碼 |
| 49 | BMO | Bank Of Montreal | -0.7% | -26.65% | 減碼 |
| 50 | CLSEUR | Celestica Inc | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Connor, Clark & Lunn Investment Management Ltd. 在 Q2 2024 季度的美股持倉總市值約為 US$527.9億，共申報了 1345 個公開持股部位。
在 Q2 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 (4.5%)、MSFT (2.4%)、AAPL (2.3%)。其中最大持股部位 RY 佔據整體投資組合約 4.5% 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
CLS
市值: US$3.0億
本季最大獲利了結 / 清倉標的
CLSEUR
前期市值: US$2.6億
在 Q2 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 2 個部位、加碼 24 個部位、減碼 17 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CLS。 本季清倉部位包含 CLSEUR。
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。