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
86 檔
41.3%
Ewing Morris & Co. Investment Partners Ltd. 在 Q1 2026 季度的美股部位總計估值為 US$1.9億，分散於 86 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Ewing Morris & Co. Investment Partners Ltd. 在獲利結算 18 檔個股的同時，將資本重新部署至 13 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 CMP, IVV, BAND 0.5 04-01-28）累計市值佔比達 41.3%，是驅動 Ewing Morris & Co. Investment Partners Ltd. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 18.21% | -10.48% | +20.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.04% | +2.15% | +26.33% | |
| 3 | BAND 0.5 04-01-28債券 | Bandwidth Inc | 債券 | 4.93% | -4.93% | EXIT | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.20% | +1.04% | +22.03% | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.20% | -0.82% | +4.65% | |
| 6 | FIVN 1 03-15-29債券 | Five9 Inc | 債券 | 2.74% | +0.52% | — | |
| 7 | EVH 3.5 12-01-29債券 | Evolent Health Inc | 債券 | 2.63% | +1.53% | — | |
| 8 | RY | Royal Bank Of Canada | 股票-金融 | 2.55% | +0.69% | +18.73% | |
| 9 | SRI | Stoneridge Inc | 股票-其他 | 2.47% | +1.80% | +2.16% | |
| 10 | EFXT | Enerflex LTD | 股票-其他 | 2.35% | +0.47% | -16.67% | |
| 11 | DRVN | Driven Brands Holdings Inc | 股票-其他 | 2.31% | +0.17% | +6.23% | |
| 12 | TD | Toronto-dominion Bank | 股票-金融 | 2.24% | +1.09% | -0.01% | |
| 13 | BL 1 06-01-29債券 | Blackline Inc | 債券 | 2.13% | +0.28% | — | |
| 14 | JBTM | Jbt Marel CORP | 股票-工業 | 2.11% | -0.11% | — | |
| 15 | XMTR 1 02-01-27債券 | Xometry Inc | 債券 | 1.97% | +0.42% | — | |
| 16 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 1.95% | +0.02% | +17.30% | |
| 17 | RPD 1.25 03-15-29債券 | Rapid7 Inc | 債券 | 1.70% | -1.70% | EXIT | |
| 18 | CABO 1.125 03-15-28債券 | Cable One Inc | 債券 | 1.69% | -1.69% | EXIT | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | -1.66% | EXIT | |
| 20 | FTS | Fortis Inc | 股票-公用事業 | 1.64% | +0.34% | +1.75% | |
| 21 | BMO | Bank Of Montreal | 股票-金融 | 1.62% | +0.83% | -0.03% | |
| 22 | ZD | Ziff Davis Inc | 股票-其他 | 1.49% | -1.49% | EXIT | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | -0.49% | +174.65% | |
| 24 | SWIM | Latham Group Inc | 股票-其他 | 1.40% | -0.69% | -31.10% | |
| 25 | ASTL | Algoma Steel Group Inc | 股票-其他 | 1.32% | +0.22% | +15.92% | |
| 26 | SANG | Sangoma Technologies CORP | 股票-其他 | 1.18% | +0.15% | +35.29% | |
| 27 | TRP | Tc Energy CORP | 股票-能源 | 1.11% | +0.27% | +0.30% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.05% | -0.59% | -4.08% | |
| 29 | BL | Blackline Inc | 股票-科技 | 1.00% | +0.39% | +700.00% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.94% | -0.94% | EXIT | |
| 31 | FSV | Firstservice CORP | 股票-其他 | 0.92% | +0.57% | +47.00% | |
| 32 | CNQ | Canadian Natural Resources | 股票-能源 | 0.84% | -0.03% | — | |
| 33 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 0.81% | -0.81% | EXIT | |
| 34 | SNDL | Sndl Inc | 股票-其他 | 0.78% | +0.26% | +23.78% | |
| 35 | SPXC | Spx Technologies Inc | 股票-工業 | 0.78% | — | — | |
| 36 | ENB | Enbridge Inc | 股票-能源 | 0.77% | +0.13% | +4.78% | |
| 37 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.71% | +0.32% | +0.01% | |
| 38 | RGLD | Royal Gold Inc | 股票-原物料 | 0.64% | +0.12% | — | |
| 39 | EVGO | Evgo Inc | 股票-其他 | 0.59% | +0.11% | +80.08% | |
| 40 | FUL | H.b. Fuller Co. | 股票-原物料 | 0.56% | +0.30% | -50.00% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.10% | +67.60% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.54% | -0.29% | -28.46% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.52% | -0.25% | — | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | +0.16% | — | |
| 45 | TRIP | Tripadvisor Inc | 股票-其他 | 0.48% | +0.24% | +0.10% | |
| 46 | CRON | Cronos Group Inc | 股票-其他 | 0.44% | +0.12% | — | |
| 47 | ORLA | Orla Mining LTD | 股票-其他 | 0.44% | -0.13% | -14.08% | |
| 48 | ITGR 1.875 03-15-30債券 | Integer Holdings CORP | 債券 | 0.43% | +0.08% | — | |
| 49 | GOGO | Gogo Inc | 股票-其他 | 0.42% | -0.04% | — | |
| 50 | MTCH | Match Group Inc | 股票-通訊服務 | 0.42% | +0.41% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMP | Compass Minerals Internation | +5% | +20.02% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +26.33% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +174.65% | 加碼 |
| 4 | IQLT | Ishares Msci International Q | +0.9% | +22.03% | 加碼 |
| 5 | BL | Blackline Inc | +0.8% | +700.00% | 加碼 |
| 6 | GLD | Spdr Gold Shares | +0.4% | +4.65% | 加碼 |
| 7 | ZD | Ziff Davis Inc | +0.4% | +15.23% | 加碼 |
| 8 | RY | Royal Bank Of Canada | +0.3% | +18.73% | 加碼 |
| 9 | EFXT | Enerflex LTD | +0.3% | -16.67% | 減碼 |
| 10 | CNQ | Canadian Natural Resources | +0.3% | — | 不變 |
| 11 | FSV | Firstservice CORP | +0.2% | +47.00% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +67.60% | 加碼 |
| 13 | ASTL | Algoma Steel Group Inc | +0.2% | +15.92% | 加碼 |
| 14 | BAND 0.5 04-01-28債券 | Bandwidth Inc | +0.2% | — | 不變 |
| 15 | FTS | Fortis Inc | +0.2% | +1.75% | 加碼 |
| 16 | TRP | Tc Energy CORP | +0.2% | +0.30% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.1% | +112.46% | 加碼 |
| 18 | ENB | Enbridge Inc | +0.1% | +4.78% | 加碼 |
| 19 | RGLD | Royal Gold Inc | +0.1% | — | 不變 |
| 20 | BMO | Bank Of Montreal | +0.1% | -0.03% | 減碼 |
| 21 | TFII | Tfi International Inc | +0.1% | +62.98% | 加碼 |
| 22 | SANG | Sangoma Technologies CORP | +0.1% | +35.29% | 加碼 |
| 23 | SU | Suncor Energy Inc | +0.1% | -0.64% | 減碼 |
| 24 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +25.89% | 加碼 |
| 25 | EVGO | Evgo Inc | +0.1% | +80.08% | 加碼 |
| 26 | CNI | Canadian Natl Railway Co | 0% | +9.01% | 加碼 |
| 27 | SLSR | Solaris Resources Inc | 0% | — | 不變 |
| 28 | TD | Toronto-dominion Bank | 0% | -0.01% | 減碼 |
| 29 | SEA1EUR | Seabridge Gold Inc | 0% | +20.72% | 加碼 |
| 30 | SLF | Sun Life Financial Inc | 0% | +13.10% | 加碼 |
| 31 | OR | Or Royalties Inc | 0% | — | 不變 |
| 32 | CM | Can Imperial Bk Of Commerce | 0% | +1.36% | 加碼 |
| 33 | CP | Canadian Pacific Kansas City | 0% | -0.59% | 減碼 |
| 34 | SPXC | Spx Technologies Inc | 0% | — | 不變 |
| 35 | ETSY 0.25 06-15-28債券 | Etsy Inc | 0% | — | 不變 |
| 36 | ORLA | Orla Mining LTD | 0% | -14.08% | 減碼 |
| 37 | SNDL | Sndl Inc | 0% | +23.78% | 加碼 |
| 38 | EMA | Emera Inc | 0% | — | 不變 |
| 39 | USMV | Ishares Msci USA Min Vol Fac | 0% | +3.61% | 加碼 |
| 40 | MSTR 8 PERP債券 | Strategy Inc | 0% | +12.53% | 加碼 |
| 41 | ACWI | Ishares Msci Acwi ETF | — | — | 不變 |
| 42 | MFC | Manulife Financial CORP | — | +2.02% | 加碼 |
| 43 | WPM | Wheaton Precious Metals CORP | — | -11.80% | 減碼 |
| 44 | MTCH | Match Group Inc | 0% | — | 不變 |
| 45 | CLS | Celestica Inc | 0% | — | 不變 |
| 46 | CRON | Cronos Group Inc | 0% | — | 不變 |
| 47 | ZYME | Zymeworks Inc | 0% | — | 不變 |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -4.08% | 減碼 |
| 49 | AMZN | Amazon.com Inc | 0% | -1.09% | 減碼 |
| 50 | BNS | Bank Of Nova Scotia | 0% | +0.01% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ewing Morris & Co. Investment Partners Ltd. 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 86 個公開持股部位。
在 Q1 2026 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 (18.2%)、IVV (5.0%)、BAND 0.5 04-01-28 (4.9%)。其中最大持股部位 CMP 佔據整體投資組合約 18.2% 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
EFA
市值: US$367.9萬
本季最大獲利了結 / 清倉標的
VAC 3.25 12-15-27
前期市值: US$241.5萬
在 Q1 2026 季度中，Ewing Morris & Co. Investment Partners Ltd. 共進行了 83 項持倉異動，包含新建倉 13 個部位、加碼 32 個部位、減碼 20 個部位以及清倉 18 個部位。 其中最大新建倉標的為 EFA。 本季清倉部位包含 VAC 3.25 12-15-27。
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。