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: 0001505817
申報總市值
US$275.6億
US$275.6億
476 檔
31.4%
在 Q1 2024 申報期間，Fiera Capital Corp（CIK: 0001505817）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$275.6億，共持有 476 個公開申報部位。
觀察 Q1 2024 的資金脈絡，Fiera Capital Corp 在獲利結算 5 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Fiera Capital Corp 的前 5 大核心持股（包含 MSFT, TSM, GOOGL 等）合計佔整體申報市值的 31.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 476 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 | MSFT | Microsoft CORP | 股票-科技 | 6.56% | -0.63% | -4.36% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.13% | -0.17% | -3.65% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.85% | +0.27% | -3.04% | |
| 4 | MCO | Moody's CORP | 股票-金融 | 4.33% | -0.09% | -3.69% | |
| 5 | AZO | Autozone Inc | 股票-循環性消費 | 4.32% | -0.44% | -0.54% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.98% | -0.03% | -4.11% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.87% | +0.59% | -2.25% | |
| 8 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.74% | -0.36% | -1.01% | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.58% | -0.03% | -2.97% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 2.25% | -0.60% | +3.18% | |
| 11 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.20% | -0.20% | +0.81% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.02% | -0.01% | -3.78% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.00% | -0.33% | +2.97% | |
| 14 | MSCI | Msci Inc | 股票-金融 | 1.99% | -0.05% | -6.83% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.98% | -0.12% | +0.72% | |
| 16 | GGG | Graco Inc | 股票-工業 | 1.87% | -0.20% | -5.12% | |
| 17 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.85% | +0.16% | -3.27% | |
| 18 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.61% | +0.01% | -1.84% | |
| 19 | CARR | Carrier Global CORP | 股票-工業 | 1.50% | +0.27% | -4.42% | |
| 20 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.44% | +0.22% | +0.69% | |
| 21 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.39% | — | -4.17% | |
| 22 | GIB | Cgi Inc | 股票-科技 | 1.35% | -0.18% | +2.57% | |
| 23 | RY | Royal Bank Of Canada | 股票-金融 | 1.32% | +0.57% | +0.22% | |
| 24 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.21% | -0.66% | EXIT | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.24% | -5.61% | |
| 26 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.12% | -0.12% | -12.98% | |
| 27 | WCN | Waste Connections Inc | 股票-工業 | 1.09% | +0.09% | +3.01% | |
| 28 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.03% | -0.21% | EXIT | |
| 29 | TD | Toronto-dominion Bank | 股票-金融 | 1.01% | +1.00% | -0.95% | |
| 30 | BMO | Bank Of Montreal | 股票-金融 | 0.95% | +0.45% | +6.70% | |
| 31 | LIN | Linde plc | 股票-原物料 | 0.87% | — | +2.97% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.54% | +2.23% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.84% | -0.05% | +1.46% | |
| 34 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.77% | -0.07% | +6.81% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.75% | +0.18% | +1.11% | |
| 36 | TU | Telus CORP | 股票-其他 | 0.71% | -0.17% | +0.09% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.70% | — | +16.33% | |
| 38 | ALC | Alcon Inc. | 股票-醫療保健 | 0.68% | -0.19% | -10.36% | |
| 39 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.66% | +0.08% | +2.29% | |
| 40 | RBA | Rb Global Inc | 股票-工業 | 0.66% | +0.32% | +20.25% | |
| 41 | STN | Stantec Inc | 股票-其他 | 0.62% | +0.05% | +0.92% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.59% | +0.22% | +3.92% | |
| 43 | AON | Aon plc | 股票-金融 | 0.55% | -0.11% | -16.39% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.03% | +13.46% | |
| 45 | MIDD | Middleby CORP | 股票-工業 | 0.53% | — | +3.83% | |
| 46 | FDS | Factset Research Systems Inc | 股票-金融 | 0.50% | -0.18% | +4.67% | |
| 47 | IT | Gartner Inc | 股票-科技 | 0.34% | — | +29.60% | |
| 48 | CNQ | Canadian Natural Resources | 股票-能源 | 0.34% | -0.02% | -3.79% | |
| 49 | ENTG | Entegris Inc | 股票-科技 | 0.34% | -0.03% | -2.71% | |
| 50 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.32% | +0.03% | +8.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -3.65% | 減碼 |
| 2 | AZO | Autozone Inc | +0.6% | -0.54% | 減碼 |
| 3 | PCOR | Procore Technologies Inc | +0.2% | NEW | 新建倉 |
| 4 | ORCL | Oracle CORP | +0.2% | -3.78% | 減碼 |
| 5 | KSPI | Jsc Kaspi.kz Adr | +0.2% | NEW | 新建倉 |
| 6 | RBA | Rb Global Inc | +0.2% | +20.25% | 加碼 |
| 7 | HEI-A | Heico Corp-class A | +0.2% | NEW | 新建倉 |
| 8 | CRBG | Corebridge Financial Inc | +0.2% | NEW | 新建倉 |
| 9 | IDYA | Ideaya Biosciences Inc | +0.1% | NEW | 新建倉 |
| 10 | WTFC | Wintrust Financial CORP | +0.1% | NEW | 新建倉 |
| 11 | OTIS | Otis Worldwide CORP | +0.1% | +0.81% | 加碼 |
| 12 | WCN | Waste Connections Inc | +0.1% | +3.01% | 加碼 |
| 13 | EXPE | Expedia Group Inc | +0.1% | NEW | 新建倉 |
| 14 | MSFT | Microsoft CORP | +0.1% | -4.36% | 減碼 |
| 15 | MA | Mastercard Inc - A | +0.1% | -4.11% | 減碼 |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | +29.52% | 加碼 |
| 17 | TW | Tradeweb Markets Inc-class A | +0.1% | +45.83% | 加碼 |
| 18 | SWAVUSD | Shockwave Medical Inc | +0.1% | +1.94% | 加碼 |
| 19 | CP | Canadian Pacific Kansas City | +0.1% | +0.69% | 加碼 |
| 20 | EME | Emcor Group Inc | +0.1% | -7.16% | 減碼 |
| 21 | LIN | Linde plc | +0.1% | +2.97% | 加碼 |
| 22 | IT | Gartner Inc | +0.1% | +29.60% | 加碼 |
| 23 | VEEV | Veeva Systems Inc-class A | +0.1% | +29.56% | 加碼 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +1.46% | 加碼 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +13.46% | 加碼 |
| 26 | SHW | Sherwin-williams Co/the | +0.1% | -2.97% | 減碼 |
| 27 | WING | Wingstop Inc | +0.1% | -0.59% | 減碼 |
| 28 | TJX | Tjx Companies Inc | 0% | -1.01% | 減碼 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.23% | 加碼 |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +1.11% | 加碼 |
| 31 | MTD | Mettler-toledo International | 0% | -1.84% | 減碼 |
| 32 | PEP | Pepsico Inc | 0% | +2.97% | 加碼 |
| 33 | CME | Cme Group Inc | 0% | +3.18% | 加碼 |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | -3.04% | 減碼 |
| 35 | LNTH | Lantheus Holdings Inc | -0.1% | EXIT | 清倉 |
| 36 | CGNX | Cognex CORP | -0.1% | EXIT | 清倉 |
| 37 | FNV | Franco-nevada CORP | -0.1% | -47.12% | 減碼 |
| 38 | TU | Telus CORP | -0.1% | +0.09% | 加碼 |
| 39 | MKTX | Marketaxess Holdings Inc | -0.1% | EXIT | 清倉 |
| 40 | TD | Toronto-dominion Bank | -0.1% | -0.95% | 減碼 |
| 41 | ARES | Ares Management CORP - A | -0.2% | -97.71% | 減碼 |
| 42 | SPGI | S&p Global Inc | -0.2% | -5.61% | 減碼 |
| 43 | ✓ | -0.2% | EXIT | 清倉 | |
| 44 | MOH | Molina Healthcare Inc | -0.2% | EXIT | 清倉 |
| 45 | MSCI | Msci Inc | -0.3% | -6.83% | 減碼 |
| 46 | NKE | Nike Inc -cl B | -0.3% | -8.38% | 減碼 |
| 47 | KVUE | Kenvue Inc | -0.4% | -66.09% | 減碼 |
| 48 | MCO | Moody's CORP | -0.4% | -3.69% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | -2.25% | 減碼 |
| 50 | HDB | Hdfc Bank Ltd-adr | -0.5% | -12.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fiera Capital Corp 在 Q1 2024 季度的美股持倉總市值約為 US$275.6億，共申報了 476 個公開持股部位。
在 Q1 2024 季度，Fiera Capital Corp 按市值排列的前三大核心持股分別為：MSFT (6.6%)、TSM (5.1%)、GOOGL (4.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.6% 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
PCOR
市值: US$5951.0萬
本季最大獲利了結 / 清倉標的
MOH
前期市值: US$7861.6萬
在 Q1 2024 季度中，Fiera Capital Corp 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 17 個部位、減碼 21 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PCOR。 本季清倉部位包含 MOH。
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。