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
456 檔
30.4%
Q3 2024 季度申報顯示，Fiera Capital Corp 揭露的美股組合總市值為 US$275.6億，涵蓋 456 個不同之權益投資部位。
在 Q3 2024，Fiera Capital Corp 展現出較為審慎的避險與獲利了結姿態。本季共減碼 26 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, TSM, GOOGL）占據了總市值的 30.4%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 456 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 | 5.97% | -0.63% | -3.39% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.81% | -0.17% | -8.75% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.93% | +0.27% | -0.86% | |
| 4 | MCO | Moody's CORP | 股票-金融 | 4.52% | -0.09% | -4.86% | |
| 5 | AZO | Autozone Inc | 股票-循環性消費 | 4.01% | -0.44% | -1.71% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.75% | -0.03% | -2.45% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.12% | +0.59% | -1.73% | |
| 8 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.80% | -0.36% | -4.61% | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.64% | -0.03% | -1.20% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.48% | -0.01% | -1.90% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 2.19% | -0.60% | -1.01% | |
| 12 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.16% | -0.20% | -1.66% | |
| 13 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.93% | +0.16% | +0.72% | |
| 14 | MSCI | Msci Inc | 股票-金融 | 1.93% | -0.05% | -2.30% | |
| 15 | CARR | Carrier Global CORP | 股票-工業 | 1.83% | +0.27% | -4.56% | |
| 16 | RY | Royal Bank Of Canada | 股票-金融 | 1.79% | +0.57% | +3.73% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.72% | -0.33% | -2.75% | |
| 18 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.65% | +0.01% | -2.15% | |
| 19 | GGG | Graco Inc | 股票-工業 | 1.62% | -0.20% | -1.68% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.12% | -2.38% | |
| 21 | GIB | Cgi Inc | 股票-科技 | 1.52% | -0.18% | +2.69% | |
| 22 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.50% | +0.22% | +1.88% | |
| 23 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.38% | -0.66% | EXIT | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.29% | -0.24% | -8.40% | |
| 25 | WCN | Waste Connections Inc | 股票-工業 | 1.26% | +0.09% | +6.52% | |
| 26 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.17% | — | -6.75% | |
| 27 | TD | Toronto-dominion Bank | 股票-金融 | 1.11% | +1.00% | +1.15% | |
| 28 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.09% | -0.12% | -10.17% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.02% | +0.54% | +2.63% | |
| 30 | BMO | Bank Of Montreal | 股票-金融 | 0.94% | +0.45% | +1.48% | |
| 31 | TU | Telus CORP | 股票-其他 | 0.85% | -0.17% | +1.27% | |
| 32 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.81% | -0.07% | +6.46% | |
| 33 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.80% | +0.08% | +0.77% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.18% | -4.92% | |
| 35 | ALC | Alcon Inc. | 股票-醫療保健 | 0.76% | -0.19% | -5.77% | |
| 36 | RBA | Rb Global Inc | 股票-工業 | 0.75% | +0.32% | -1.68% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.68% | — | -4.11% | |
| 38 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.68% | -0.05% | -3.93% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.63% | — | -0.79% | |
| 40 | STN | Stantec Inc | 股票-其他 | 0.60% | +0.05% | -0.77% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.51% | +0.22% | -5.74% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | +0.03% | -9.69% | |
| 43 | AON | Aon plc | 股票-金融 | 0.50% | -0.11% | -8.64% | |
| 44 | FDS | Factset Research Systems Inc | 股票-金融 | 0.40% | -0.18% | -0.82% | |
| 45 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.35% | -0.05% | -0.37% | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.35% | -0.04% | +0.24% | |
| 47 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.33% | +0.02% | +7.89% | |
| 48 | IT | Gartner Inc | 股票-科技 | 0.32% | — | -18.74% | |
| 49 | TYL | Tyler Technologies Inc | 股票-科技 | 0.32% | -0.08% | -3.32% | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.31% | -0.21% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +0.5% | -1.20% | 減碼 |
| 2 | ORCL | Oracle CORP | +0.3% | -1.90% | 減碼 |
| 3 | CARR | Carrier Global CORP | +0.3% | -4.56% | 減碼 |
| 4 | RY | Royal Bank Of Canada | +0.3% | +3.73% | 加碼 |
| 5 | UNH | Unitedhealth Group Inc | +0.3% | -1.73% | 減碼 |
| 6 | MSCI | Msci Inc | +0.3% | -2.30% | 減碼 |
| 7 | MA | Mastercard Inc - A | +0.2% | -2.45% | 減碼 |
| 8 | GIB | Cgi Inc | +0.2% | +2.69% | 加碼 |
| 9 | MCO | Moody's CORP | +0.2% | -4.86% | 減碼 |
| 10 | CME | Cme Group Inc | +0.2% | -1.01% | 減碼 |
| 11 | MUSA | Murphy USA Inc | +0.2% | NEW | 新建倉 |
| 12 | LII | Lennox International Inc | +0.2% | NEW | 新建倉 |
| 13 | TD | Toronto-dominion Bank | +0.1% | +1.15% | 加碼 |
| 14 | ROL | Rollins Inc | +0.1% | NEW | 新建倉 |
| 15 | BSY | Bentley Systems Inc-class B | +0.1% | NEW | 新建倉 |
| 16 | TXRH | Texas Roadhouse Inc | +0.1% | NEW | 新建倉 |
| 17 | CP | Canadian Pacific Kansas City | +0.1% | +1.88% | 加碼 |
| 18 | HLI | Houlihan Lokey Inc | +0.1% | +666.82% | 加碼 |
| 19 | MLI | Mueller Industries Inc | +0.1% | NEW | 新建倉 |
| 20 | VRRM | Verra Mobility CORP | +0.1% | NEW | 新建倉 |
| 21 | SFM | Sprouts Farmers Market Inc | +0.1% | NEW | 新建倉 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -3.93% | 減碼 |
| 23 | GGG | Graco Inc | +0.1% | -1.68% | 減碼 |
| 24 | PATK | Patrick Industries Inc | +0.1% | NEW | 新建倉 |
| 25 | BCO | Brink's Co/the | +0.1% | NEW | 新建倉 |
| 26 | EXLS | Exlservice Holdings Inc | +0.1% | +497.77% | 加碼 |
| 27 | OTIS | Otis Worldwide CORP | +0.1% | -1.66% | 減碼 |
| 28 | JNJ | Johnson & Johnson | +0.1% | -2.38% | 減碼 |
| 29 | WCN | Waste Connections Inc | +0.1% | +6.52% | 加碼 |
| 30 | TU | Telus CORP | +0.1% | +1.27% | 加碼 |
| 31 | AZO | Autozone Inc | +0.1% | -1.71% | 減碼 |
| 32 | BMO | Bank Of Montreal | +0.1% | +1.48% | 加碼 |
| 33 | MTD | Mettler-toledo International | 0% | -2.15% | 減碼 |
| 34 | H | Hyatt Hotels CORP - Cl A | -0.1% | -30.75% | 減碼 |
| 35 | HUBS | Hubspot Inc | -0.1% | -30.57% | 減碼 |
| 36 | PHM | Pultegroup Inc | -0.1% | EXIT | 清倉 |
| 37 | RJF | Raymond James Financial Inc | -0.2% | -90.84% | 減碼 |
| 38 | LAD | Lithia Motors Inc | -0.2% | EXIT | 清倉 |
| 39 | INFA1EUR | Informatica Inc - Class A | -0.2% | -98.21% | 減碼 |
| 40 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -92.11% | 減碼 |
| 41 | CRBG | Corebridge Financial Inc | -0.2% | EXIT | 清倉 |
| 42 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | EXIT | 清倉 |
| 43 | ENTG | Entegris Inc | -0.2% | -33.12% | 減碼 |
| 44 | NVT | nVent Electric plc | -0.2% | -98.02% | 減碼 |
| 45 | HDB | Hdfc Bank Ltd-adr | -0.2% | -10.17% | 減碼 |
| 46 | EW | Edwards Lifesciences CORP | -0.3% | EXIT | 清倉 |
| 47 | NKE | Nike Inc -cl B | -0.5% | -64.60% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.6% | -3.39% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.86% | 減碼 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | -8.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fiera Capital Corp 在 Q3 2024 季度的美股持倉總市值約為 US$275.6億，共申報了 456 個公開持股部位。
在 Q3 2024 季度，Fiera Capital Corp 按市值排列的前三大核心持股分別為：MSFT (6.0%)、TSM (5.8%)、GOOGL (4.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
MUSA
市值: US$5338.7萬
本季最大獲利了結 / 清倉標的
EW
前期市值: US$1.1億
在 Q3 2024 季度中，Fiera Capital Corp 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 9 個部位、減碼 26 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MUSA。 本季清倉部位包含 EW。
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。