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
1526 檔
11.0%
在 Q1 2026 的 13F 官方備案中，Connor, Clark & Lunn Investment Management Ltd. 管理的美股投資組合規模來到 US$527.9億，整體持股檔數為 1526 檔。
Connor, Clark & Lunn Investment Management Ltd. 於 Q1 2026 展現出進攻型調倉步調，本季推動了 18 檔股票的新建倉與 108 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，Connor, Clark & Lunn Investment Management Ltd. 的前 5 大核心持股（包含 RY, AEM, TD 等）合計佔整體申報市值的 11.0%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
MDA
市值: US$2.5億
本季最大獲利了結 / 清倉標的
GRTUF
前期市值: US$1.4億
僅顯示前 200 大持股（共 1526 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 | 4.04% | +0.24% | -6.08% | |
| 2 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.69% | -0.93% | -11.94% | |
| 3 | TD | Toronto-dominion Bank | 股票-金融 | 2.29% | +0.44% | +16.66% | |
| 4 | SU | Suncor Energy Inc | 股票-能源 | 2.21% | -0.66% | +48.23% | |
| 5 | ENB | Enbridge Inc | 股票-能源 | 2.18% | -0.06% | +76.48% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.08% | +0.15% | +16.98% | |
| 7 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.99% | -0.25% | -1.05% | |
| 8 | TRP | Tc Energy CORP | 股票-能源 | 1.88% | -0.03% | +35.22% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.77% | +0.24% | +32.62% | |
| 10 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.75% | -0.47% | +2.94% | |
| 11 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.49% | -0.42% | -8.40% | |
| 12 | PBUS | Invesco Msci USA ETF | ETF-其他 | 1.45% | -0.09% | +6.82% | |
| 13 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.28% | +0.24% | +34.53% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.05% | +27.00% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | +0.18% | +21.62% | |
| 16 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.09% | +0.19% | +49.14% | |
| 17 | CLS | Celestica Inc | 股票-科技 | 1.08% | +0.20% | +2.58% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.06% | +113.39% | |
| 19 | CCJ | Cameco CORP | 股票-能源 | 0.92% | -0.35% | -14.58% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.91% | — | +0.05% | |
| 21 | B | Barrick Mining CORP | 股票-原物料 | 0.81% | -0.28% | -14.61% | |
| 22 | CNQ | Canadian Natural Resources | 股票-能源 | 0.75% | -0.41% | +11.56% | |
| 23 | KGC | Kinross Gold CORP | 股票-原物料 | 0.75% | -0.25% | -12.90% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | +0.40% | -5.73% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.17% | +78.71% | |
| 26 | BMO | Bank Of Montreal | 股票-金融 | 0.65% | +0.63% | +1.01% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 0.63% | +0.41% | -24.40% | |
| 28 | WCN | Waste Connections Inc | 股票-工業 | 0.63% | +0.16% | +26.00% | |
| 29 | FTS | Fortis Inc | 股票-公用事業 | 0.62% | -0.03% | +14.18% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.08% | +11.97% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | +0.52% | -14.30% | |
| 32 | MDA | Mda Space LTD | 股票-其他 | 0.57% | +0.03% | — | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | -0.05% | +55.22% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | -0.15% | +234.11% | |
| 35 | EFXT | Enerflex LTD | 股票-其他 | 0.54% | +0.09% | +30.85% | |
| 36 | CVE | Cenovus Energy Inc | 股票-能源 | 0.54% | +0.13% | +23.54% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | -0.08% | +54.42% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.54% | +0.10% | +34.83% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.08% | +2954.19% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.52% | -0.02% | +26.58% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +0.44% | -8.08% | |
| 42 | MFC | Manulife Financial CORP | 股票-金融 | 0.49% | -0.05% | -18.86% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.47% | -0.16% | +69.64% | |
| 44 | BN | Brookfield CORP | 股票-金融 | 0.46% | -0.07% | -9.99% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | -0.13% | +84.89% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.45% | +0.02% | +31.08% | |
| 47 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.44% | -0.11% | +33.54% | |
| 48 | BTE | Baytex Energy CORP | 股票-其他 | 0.41% | -0.04% | +34.32% | |
| 49 | SNPS | Synopsys Inc | 股票-科技 | 0.40% | -0.02% | +757.25% | |
| 50 | PAAS | Pan American Silver CORP | 股票-原物料 | 0.39% | -0.14% | -22.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | +1.1% | +48.23% | 加碼 |
| 2 | ENB | Enbridge Inc | +0.9% | +76.48% | 加碼 |
| 3 | CVX | Chevron CORP | +0.5% | +2954.19% | 加碼 |
| 4 | TRP | Tc Energy CORP | +0.5% | +35.22% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +113.39% | 加碼 |
| 6 | SNPS | Synopsys Inc | +0.3% | +757.25% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.3% | +234.11% | 加碼 |
| 8 | NGG | National Grid Plc-sp Adr | +0.3% | +718.66% | 加碼 |
| 9 | CNI | Canadian Natl Railway Co | +0.3% | +49.14% | 加碼 |
| 10 | LMT | Lockheed Martin CORP | +0.3% | +182.35% | 加碼 |
| 11 | CP | Canadian Pacific Kansas City | +0.3% | +34.53% | 加碼 |
| 12 | WFC | Wells Fargo & Co | +0.3% | +14929.54% | 加碼 |
| 13 | AXP | American Express Co | +0.2% | +3602.19% | 加碼 |
| 14 | CNQ | Canadian Natural Resources | +0.2% | +11.56% | 加碼 |
| 15 | CVE | Cenovus Energy Inc | +0.2% | +23.54% | 加碼 |
| 16 | RCI | Rogers Communications Inc-b | +0.2% | +449.01% | 加碼 |
| 17 | BKR | Baker Hughes Co | +0.2% | +1253.91% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.2% | +84.89% | 加碼 |
| 19 | BTI | British American Tob-sp Adr | +0.2% | +771.99% | 加碼 |
| 20 | VRT | Vertiv Holdings Co-a | +0.2% | +3333.61% | 加碼 |
| 21 | EFXT | Enerflex LTD | +0.2% | +30.85% | 加碼 |
| 22 | UNH | Unitedhealth Group Inc | +0.2% | +182.52% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +11786.68% | 加碼 |
| 24 | MA | Mastercard Inc - A | +0.2% | +78.71% | 加碼 |
| 25 | LRCX | Lam Research CORP | +0.2% | +34.83% | 加碼 |
| 26 | PDD | Pdd Holdings Inc | +0.2% | +369.49% | 加碼 |
| 27 | CSX | Csx CORP | +0.2% | +3255.81% | 加碼 |
| 28 | TECK | Teck Resources Ltd-cls B | +0.2% | +440.90% | 加碼 |
| 29 | MCD | Mcdonald's CORP | +0.2% | +55.22% | 加碼 |
| 30 | BTE | Baytex Energy CORP | +0.2% | +34.32% | 加碼 |
| 31 | IAG | Iamgold CORP | +0.2% | +73.56% | 加碼 |
| 32 | SBUX | Starbucks CORP | +0.2% | +200.59% | 加碼 |
| 33 | WMB | Williams Cos Inc | +0.2% | +512.73% | 加碼 |
| 34 | NFLX | Netflix Inc | +0.2% | +1897.81% | 加碼 |
| 35 | TJX | Tjx Companies Inc | +0.2% | +1000.85% | 加碼 |
| 36 | AAPL | Apple Inc | +0.2% | +32.62% | 加碼 |
| 37 | RTX | Rtx CORP | +0.2% | +304.94% | 加碼 |
| 38 | CVS | Cvs Health CORP | +0.2% | +1685.06% | 加碼 |
| 39 | MS | Morgan Stanley | +0.1% | +69.64% | 加碼 |
| 40 | BAC | Bank Of America CORP | +0.1% | +109.01% | 加碼 |
| 41 | GSK | Gsk Plc-spon Adr | +0.1% | +62.19% | 加碼 |
| 42 | AJG | Arthur J Gallagher & Co | +0.1% | +349.09% | 加碼 |
| 43 | UL | Unilever Plc-sponsored Adr | +0.1% | +452.86% | 加碼 |
| 44 | KMI | Kinder Morgan, Inc. | +0.1% | +33.54% | 加碼 |
| 45 | SII | Sprott Inc | +0.1% | +21.77% | 加碼 |
| 46 | BEP | Brookfield Renewable Partners L.P. | +0.1% | +56.73% | 加碼 |
| 47 | HUBS | Hubspot Inc | +0.1% | +812.74% | 加碼 |
| 48 | HD | Home Depot Inc | +0.1% | +623.80% | 加碼 |
| 49 | LIN | Linde plc | +0.1% | +9719.48% | 加碼 |
| 50 | NTR | Nutrien LTD | +0.1% | +59.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Connor, Clark & Lunn Investment Management Ltd. 在 Q1 2026 季度的美股持倉總市值約為 US$527.9億，共申報了 1526 個公開持股部位。
在 Q1 2026 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 (4.0%)、AEM (2.7%)、TD (2.3%)。其中最大持股部位 RY 佔據整體投資組合約 4.0% 的權重。
在 Q1 2026 季度中，Connor, Clark & Lunn Investment Management Ltd. 共進行了 200 項持倉異動，包含新建倉 18 個部位、加碼 108 個部位、減碼 62 個部位以及清倉 12 個部位。 其中最大新建倉標的為 MDA。 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。
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。