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: 0001846838
申報總市值
US$1.9億
US$1.9億
91 檔
34.6%
Q4 2025 季度申報顯示，Ewing Morris & Co. Investment Partners Ltd. 揭露的美股組合總市值為 US$1.9億，涵蓋 91 個不同之權益投資部位。
觀察 Q4 2025 的申報異動，Ewing Morris & Co. Investment Partners Ltd. 採取了強勁的買進策略，建倉與加碼動作（合計 48 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。
檢視投資組合結構，前 5 大主力部位（包含 CMP, BAND 0.5 04-01-28, IVV）占據了總市值的 34.6%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | CMP | Compass Minerals Internation | 股票-其他 | 13.24% | -10.48% | +0.53% | |
| 2 | BAND 0.5 04-01-28債券 | Bandwidth Inc | 債券 | 4.75% | -4.93% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.10% | +2.15% | +11.56% | |
| 4 | RPD 1.25 03-15-29債券 | Rapid7 Inc | 債券 | 3.44% | -1.70% | EXIT | |
| 5 | IQLT | Ishares Msci International Q | ETF-其他 | 3.32% | +1.04% | +18.11% | |
| 6 | EVH 3.5 12-01-29債券 | Evolent Health Inc | 債券 | 3.14% | +1.53% | +5.00% | |
| 7 | SRI | Stoneridge Inc | 股票-其他 | 2.86% | +1.80% | — | |
| 8 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 2.82% | +0.02% | +10.57% | |
| 9 | FIVN 1 03-15-29債券 | Five9 Inc | 債券 | 2.80% | +0.52% | — | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.76% | -0.82% | -2.18% | |
| 11 | DRVN | Driven Brands Holdings Inc | 股票-其他 | 2.50% | +0.17% | — | |
| 12 | JBTM | Jbt Marel CORP | 股票-工業 | 2.44% | -0.11% | — | |
| 13 | SWIM | Latham Group Inc | 股票-其他 | 2.36% | -0.69% | — | |
| 14 | BL 1 06-01-29債券 | Blackline Inc | 債券 | 2.35% | +0.28% | — | |
| 15 | XMTR 1 02-01-27債券 | Xometry Inc | 債券 | 2.29% | +0.42% | — | |
| 16 | RY | Royal Bank Of Canada | 股票-金融 | 2.23% | +0.69% | -1.19% | |
| 17 | TD | Toronto-dominion Bank | 股票-金融 | 2.22% | +1.09% | -2.50% | |
| 18 | CABO 1.125 03-15-28債券 | Cable One Inc | 債券 | 2.19% | -1.69% | EXIT | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.09% | +0.32% | +3.18% | |
| 20 | EFXT | Enerflex LTD | 股票-其他 | 2.04% | +0.47% | — | |
| 21 | BMO | Bank Of Montreal | 股票-金融 | 1.53% | +0.83% | -1.45% | |
| 22 | FTS | Fortis Inc | 股票-公用事業 | 1.48% | +0.34% | +0.22% | |
| 23 | ASTL | Algoma Steel Group Inc | 股票-其他 | 1.11% | +0.22% | +25.00% | |
| 24 | SANG | Sangoma Technologies CORP | 股票-其他 | 1.10% | +0.15% | +28.65% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.07% | -0.59% | +0.36% | |
| 26 | ZD | Ziff Davis Inc | 股票-其他 | 1.06% | -1.49% | EXIT | |
| 27 | VAC 3.25 12-15-27債券 | Marriott Vacation Worldw | 債券 | 1.05% | — | — | |
| 28 | FUL | H.b. Fuller Co. | 股票-原物料 | 1.05% | +0.30% | — | |
| 29 | LION | Lionsgate Studios CORP | 股票-其他 | 1.01% | — | — | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.97% | +0.03% | -1.63% | |
| 31 | TRP | Tc Energy CORP | 股票-能源 | 0.96% | +0.27% | +1.76% | |
| 32 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.95% | — | -46.64% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.95% | -0.29% | -6.14% | |
| 34 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 0.79% | -0.81% | EXIT | |
| 35 | SNDL | Sndl Inc | 股票-其他 | 0.77% | +0.26% | +10.51% | |
| 36 | SPXC | Spx Technologies Inc | 股票-工業 | 0.76% | — | — | |
| 37 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.74% | +0.32% | -2.72% | |
| 38 | FSV | Firstservice CORP | 股票-其他 | 0.69% | +0.57% | +95.08% | |
| 39 | TRIP | Tripadvisor Inc | 股票-其他 | 0.64% | +0.24% | +236.36% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.64% | +0.13% | -8.12% | |
| 41 | CNQ | Canadian Natural Resources | 股票-能源 | 0.58% | -0.03% | — | |
| 42 | RGLD | Royal Gold Inc | 股票-原物料 | 0.55% | +0.12% | +91.77% | |
| 43 | TPR | Tapestry Inc | 股票-循環性消費 | 0.55% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | -0.49% | — | |
| 45 | EVGO | Evgo Inc | 股票-其他 | 0.54% | +0.11% | — | |
| 46 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.52% | — | +2.07% | |
| 47 | LRCX | Lam Research CORP | 股票-科技 | 0.52% | — | — | |
| 48 | MSTR | Strategy Inc | 股票-科技 | 0.50% | — | -0.99% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | +0.16% | — | |
| 50 | GOGO | Gogo Inc | 股票-其他 | 0.48% | -0.04% | -47.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RPD 1.25 03-15-29債券 | Rapid7 Inc | +1.6% | +81.52% | 加碼 |
| 2 | CMP | Compass Minerals Internation | +0.8% | +0.53% | 加碼 |
| 3 | IQLT | Ishares Msci International Q | +0.7% | +18.11% | 加碼 |
| 4 | EFXT | Enerflex LTD | +0.7% | — | 不變 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +11.56% | 加碼 |
| 6 | BAND 0.5 04-01-28債券 | Bandwidth Inc | +0.5% | +5.17% | 加碼 |
| 7 | TRIP | Tripadvisor Inc | +0.4% | +236.36% | 加碼 |
| 8 | ASTL | Algoma Steel Group Inc | +0.4% | +25.00% | 加碼 |
| 9 | TD | Toronto-dominion Bank | +0.4% | -2.50% | 減碼 |
| 10 | RY | Royal Bank Of Canada | +0.3% | -1.19% | 減碼 |
| 11 | GSHD | Goosehead Insurance Inc -a | +0.3% | +10.57% | 加碼 |
| 12 | GLD | Spdr Gold Shares | +0.3% | -2.18% | 減碼 |
| 13 | RGLD | Royal Gold Inc | +0.3% | +91.77% | 加碼 |
| 14 | SANG | Sangoma Technologies CORP | +0.3% | +28.65% | 加碼 |
| 15 | FSV | Firstservice CORP | +0.3% | +95.08% | 加碼 |
| 16 | LION | Lionsgate Studios CORP | +0.3% | — | 不變 |
| 17 | JBTM | Jbt Marel CORP | +0.2% | — | 不變 |
| 18 | AAPL | Apple Inc | +0.2% | +92.50% | 加碼 |
| 19 | CRON | Cronos Group Inc | +0.2% | +62.50% | 加碼 |
| 20 | XMTR 1 02-01-27債券 | Xometry Inc | +0.2% | — | 不變 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.18% | 加碼 |
| 22 | FIVN 1 03-15-29債券 | Five9 Inc | +0.1% | — | 不變 |
| 23 | BL 1 06-01-29債券 | Blackline Inc | +0.1% | — | 不變 |
| 24 | OR | Or Royalties Inc | +0.1% | +111.33% | 加碼 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +0.40% | 加碼 |
| 26 | ORLA | Orla Mining LTD | +0.1% | — | 不變 |
| 27 | BNS | Bank Of Nova Scotia | +0.1% | -2.72% | 減碼 |
| 28 | ZD | Ziff Davis Inc | +0.1% | +14.63% | 加碼 |
| 29 | FTS | Fortis Inc | +0.1% | +0.22% | 加碼 |
| 30 | GDX | Vaneck Gold Miners ETF | +0.1% | +48.39% | 加碼 |
| 31 | SLSR | Solaris Resources Inc | +0.1% | — | 不變 |
| 32 | CP | Canadian Pacific Kansas City | +0.1% | +32.02% | 加碼 |
| 33 | SPXC | Spx Technologies Inc | +0.1% | — | 不變 |
| 34 | TRP | Tc Energy CORP | +0.1% | +1.76% | 加碼 |
| 35 | ZYME | Zymeworks Inc | +0.1% | — | 不變 |
| 36 | CLS | Celestica Inc | +0.1% | -7.52% | 減碼 |
| 37 | TRI4EUR | Thomson Reuters CORP | +0.1% | +41.19% | 加碼 |
| 38 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +15.50% | 加碼 |
| 39 | CNQ | Canadian Natural Resources | +0.1% | — | 不變 |
| 40 | CM | Can Imperial Bk Of Commerce | 0% | +0.71% | 加碼 |
| 41 | VFF | Village Farms International | 0% | — | 不變 |
| 42 | ITA | Ishares U.s. Aerospace & Def | 0% | +2.07% | 加碼 |
| 43 | SEA1EUR | Seabridge Gold Inc | 0% | — | 不變 |
| 44 | FUL | H.b. Fuller Co. | 0% | — | 不變 |
| 45 | ALM | Almonty Industries Inc | 0% | +19.52% | 加碼 |
| 46 | MFC | Manulife Financial CORP | 0% | +0.03% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.37% | 加碼 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 49 | ACWI | Ishares Msci Acwi ETF | 0% | — | 不變 |
| 50 | ETSY 0.25 06-15-28債券 | Etsy Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Ewing Morris & Co. Investment Partners Ltd. 在 Q4 2025 季度的美股持倉總市值約為 US$1.9億，共申報了 91 個公開持股部位。
在 Q4 2025 季度，Ewing Morris & Co. Investment Partners Ltd. 按市值排列的前三大核心持股分別為：CMP (13.2%)、BAND 0.5 04-01-28 (4.8%)、IVV (4.1%)。其中最大持股部位 CMP 佔據整體投資組合約 13.2% 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
VAC 3.25 12-15-27
市值: US$241.5萬
本季最大獲利了結 / 清倉標的
RPD 0.25 03-15-27
前期市值: US$593.0萬
在 Q4 2025 季度中，Ewing Morris & Co. Investment Partners Ltd. 共進行了 78 項持倉異動，包含新建倉 10 個部位、加碼 38 個部位、減碼 17 個部位以及清倉 13 個部位。 其中最大新建倉標的為 VAC 3.25 12-15-27。 本季清倉部位包含 RPD 0.25 03-15-27。
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。