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
452 檔
30.5%
在 Q4 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 452 個公開申報部位。
從 Q4 2024 申報觀察，Fiera Capital Corp 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 TSM, MSFT, GOOGL）累計市值佔比達 30.5%，是驅動 Fiera Capital Corp 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 452 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.18% | -0.17% | -10.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.96% | -0.63% | -2.52% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.73% | +0.27% | -2.79% | |
| 4 | MCO | Moody's CORP | 股票-金融 | 4.53% | -0.09% | -4.09% | |
| 5 | AZO | Autozone Inc | 股票-循環性消費 | 4.09% | -0.44% | -4.02% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.97% | -0.03% | -5.23% | |
| 7 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.80% | -0.36% | -7.26% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.57% | +0.59% | -9.09% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 2.42% | -0.60% | +0.05% | |
| 10 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.38% | -0.03% | -3.25% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 2.31% | -0.01% | -9.13% | |
| 12 | MSCI | Msci Inc | 股票-金融 | 2.17% | -0.05% | +4.52% | |
| 13 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.92% | -0.20% | -4.44% | |
| 14 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.80% | +0.16% | +2.59% | |
| 15 | RY | Royal Bank Of Canada | 股票-金融 | 1.76% | +0.57% | -2.65% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.68% | -0.33% | +4.21% | |
| 17 | GGG | Graco Inc | 股票-工業 | 1.56% | -0.20% | -4.59% | |
| 18 | CARR | Carrier Global CORP | 股票-工業 | 1.55% | +0.27% | -4.62% | |
| 19 | GIB | Cgi Inc | 股票-科技 | 1.48% | -0.18% | -2.13% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | -0.12% | -3.12% | |
| 21 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.35% | +0.01% | -4.14% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.32% | -0.24% | +0.97% | |
| 23 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.29% | +0.22% | -2.62% | |
| 24 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.26% | -0.66% | EXIT | |
| 25 | WCN | Waste Connections Inc | 股票-工業 | 1.23% | +0.09% | -2.21% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | +0.54% | +3.48% | |
| 27 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.16% | -0.12% | -0.48% | |
| 28 | BMO | Bank Of Montreal | 股票-金融 | 1.13% | +0.45% | +7.18% | |
| 29 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.00% | — | -13.27% | |
| 30 | RBA | Rb Global Inc | 股票-工業 | 0.91% | +0.32% | +4.05% | |
| 31 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.91% | +0.08% | -1.39% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.85% | +0.18% | +0.80% | |
| 33 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.76% | -0.07% | -1.31% | |
| 34 | ALC | Alcon Inc. | 股票-醫療保健 | 0.69% | -0.19% | +1.51% | |
| 35 | TU | Telus CORP | 股票-其他 | 0.69% | -0.17% | -4.76% | |
| 36 | TD | Toronto-dominion Bank | 股票-金融 | 0.66% | +1.00% | -32.01% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.62% | -0.05% | -4.05% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | +0.03% | -1.28% | |
| 39 | STN | Stantec Inc | 股票-其他 | 0.60% | +0.05% | -2.52% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.59% | — | -5.76% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.58% | — | +1.30% | |
| 42 | AON | Aon plc | 股票-金融 | 0.56% | -0.11% | +2.63% | |
| 43 | ADI | Analog Devices Inc | 股票-科技 | 0.48% | +0.22% | -3.69% | |
| 44 | FDS | Factset Research Systems Inc | 股票-金融 | 0.43% | -0.18% | -1.99% | |
| 45 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.43% | -0.05% | +10.83% | |
| 46 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.36% | +0.02% | -2.19% | |
| 47 | IT | Gartner Inc | 股票-科技 | 0.35% | — | +10.91% | |
| 48 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.33% | -0.04% | +9.42% | |
| 49 | TYL | Tyler Technologies Inc | 股票-科技 | 0.32% | -0.08% | -2.15% | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.31% | +1.33% | +12.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.79% | 減碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -10.55% | 減碼 |
| 3 | MSCI | Msci Inc | +0.2% | +4.52% | 加碼 |
| 4 | CME | Cme Group Inc | +0.2% | +0.05% | 加碼 |
| 5 | BMO | Bank Of Montreal | +0.2% | +7.18% | 加碼 |
| 6 | CPRT | Copart Inc | +0.2% | +219.02% | 加碼 |
| 7 | RBA | Rb Global Inc | +0.2% | +4.05% | 加碼 |
| 8 | DOCU | Docusign Inc | +0.2% | NEW | 新建倉 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.48% | 加碼 |
| 10 | DSGX | Descartes Systems Grp/the | +0.1% | -1.39% | 減碼 |
| 11 | FTNT | Fortinet Inc | +0.1% | +14.43% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.1% | -1.28% | 減碼 |
| 13 | BLDR | Builders Firstsource Inc | +0.1% | NEW | 新建倉 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +12.19% | 加碼 |
| 15 | AZO | Autozone Inc | +0.1% | -4.02% | 減碼 |
| 16 | BILL | Bill Holdings Inc | +0.1% | NEW | 新建倉 |
| 17 | TPR | Tapestry Inc | +0.1% | -2.33% | 減碼 |
| 18 | SNPS | Synopsys Inc | +0.1% | +33.84% | 加碼 |
| 19 | MCO | Moody's CORP | 0% | -4.09% | 減碼 |
| 20 | TJX | Tjx Companies Inc | — | -7.26% | 減碼 |
| 21 | MSFT | Microsoft CORP | 0% | -2.52% | 減碼 |
| 22 | RY | Royal Bank Of Canada | 0% | -2.65% | 減碼 |
| 23 | WCN | Waste Connections Inc | 0% | -2.21% | 減碼 |
| 24 | PEP | Pepsico Inc | 0% | +4.21% | 加碼 |
| 25 | GIB | Cgi Inc | 0% | -2.13% | 減碼 |
| 26 | QSR | Restaurant Brands Intern | -0.1% | -1.31% | 減碼 |
| 27 | ADBE | Adobe Inc | -0.1% | +1.30% | 加碼 |
| 28 | GGG | Graco Inc | -0.1% | -4.59% | 減碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -4.05% | 減碼 |
| 30 | ALC | Alcon Inc. | -0.1% | +1.51% | 加碼 |
| 31 | LIN | Linde plc | -0.1% | -5.76% | 減碼 |
| 32 | WING | Wingstop Inc | -0.1% | -2.35% | 減碼 |
| 33 | IRTC | Irhythm Holdings Inc | -0.1% | EXIT | 清倉 |
| 34 | TRI4EUR | Thomson Reuters CORP | -0.1% | -6.97% | 減碼 |
| 35 | APLSUSD | Apellis Pharmaceuticals Inc | -0.1% | EXIT | 清倉 |
| 36 | CNI | Canadian Natl Railway Co | -0.1% | +2.59% | 加碼 |
| 37 | MIDD | Middleby CORP | -0.1% | -98.88% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -3.12% | 減碼 |
| 39 | TU | Telus CORP | -0.2% | -4.76% | 減碼 |
| 40 | RNR | RenaissanceRe Holdings Ltd. | -0.2% | -97.99% | 減碼 |
| 41 | ORCL | Oracle CORP | -0.2% | -9.13% | 減碼 |
| 42 | BDX | Becton Dickinson And Co | -0.2% | -13.27% | 減碼 |
| 43 | AZPN1USD | Aspen Technology Inc | -0.2% | EXIT | 清倉 |
| 44 | CP | Canadian Pacific Kansas City | -0.2% | -2.62% | 減碼 |
| 45 | OTIS | Otis Worldwide CORP | -0.2% | -4.44% | 減碼 |
| 46 | SHW | Sherwin-williams Co/the | -0.3% | -3.25% | 減碼 |
| 47 | CARR | Carrier Global CORP | -0.3% | -4.62% | 減碼 |
| 48 | MTD | Mettler-toledo International | -0.3% | -4.14% | 減碼 |
| 49 | TD | Toronto-dominion Bank | -0.5% | -32.01% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.6% | -9.09% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fiera Capital Corp 在 Q4 2024 季度的美股持倉總市值約為 US$275.6億，共申報了 452 個公開持股部位。
在 Q4 2024 季度，Fiera Capital Corp 按市值排列的前三大核心持股分別為：TSM (6.2%)、MSFT (6.0%)、GOOGL (5.7%)。其中最大持股部位 TSM 佔據整體投資組合約 6.2% 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
DOCU
市值: US$4792.0萬
本季最大獲利了結 / 清倉標的
AZPN1USD
前期市值: US$5645.8萬
在 Q4 2024 季度中，Fiera Capital Corp 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 31 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DOCU。 本季清倉部位包含 AZPN1USD。
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。